Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Order Management Guide Addendum for Fleet Management, Siebel CRM 20.1 Update
• What’s New in Siebel Order Management Guide Addendum for Fleet Management, Siebel CRM 19.1 Update

2 Overview of Siebel Orders for Fleet Management

• Overview of Siebel Orders for Fleet Management
• Oracle Fleet Management
• About Siebel Orders for Fleet Management
• Scenario for Using Siebel Orders for Fleet Management
  • Taking the Order
  • Rating the Order
  • Completing and Verifying the Order
  • Upselling to the Customer
  • Submitting the Order and Checking the Status

3 Administering Siebel Orders for Fleet Management

• Administering Siebel Orders for Fleet Management
• About Administering Upselling for Fleet Management
  • Configuring the Score for Upselling
    • Formula for Calculating the Score
    • How the Score Is Used
  • Adding Targeted Lanes
• Creating Products for Fleet Management
• Creating Locations for Fleet Management
  • Adding the Location Record
  • Adding Accounts for the Location
  • Adding Contacts for the Location
  • Adding Addresses for the Location
  • Adding Roles for the Location
  • Activating the Location
• Creating Product Favorites for Fleet Management
  • Creating Product Favorite Records
  • Creating Actions for Product Favorites
• Configuring Picklists for Fleet Management
• Configuring Validation for Verifying and Submitting Orders for Fleet Management
  • Order Validation
  • Solution Validation
• Configuring Validation for Canceling Orders for Fleet Management

4 Using Siebel Orders for Fleet Management

• Using Siebel Orders for Fleet Management
• About Adding Accessorial Products to Orders
• About Spot Quoting
• Process of Creating Orders for Fleet Management
  • Creating the Order Header for Siebel Orders for Fleet Management
  • Adding Order Line Items for Fleet Management
  • Adding Product Favorites
  • Adding Stops to the Order
    • Changing the Sequence Numbers
  • Adding Actions to the Order
    • Adding Actions Automatically
    • Adding Actions Manually
  • Adding Commodities to the Order
    • Adding Stops for Commodities
    • Adding Actions for Commodities
  • Getting Ratings and Routes
  • Choosing a Solution
  • Verifying the Order
  • Upselling to the Customer
  • Submitting the Order to Oracle Transportation Management to Execute
  • Checking the Status of the Order
• About Working with Existing Fleet Management Orders
  • Revising Fleet Management Orders
  • Rejecting the Revision of the Order
  • Canceling the Order