Siebel Order Management Guide Addendum for Communications

564 Pages·2013·3.63 MB·English

Siebel Order Management
Guide Addendum for
Communications
Siebel Innovation Pack 2013
Version 8.1/8.2
September 2013
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Contents
Siebel Order Management Guide Addendum for Communications 1
Chapter 1: What’s New in This Release
Chapter 2: Setting Up Order Management for Industry
Applications
About Asset-Based Ordering and Network Ordering 19
About Order Management for Industry Applications 20
Activating Workflows for Order Management for Industry Applications 22
About the Workflow for Order-To-Installation Tasks 23
Chapter 3: Telco Subscription Management in Open UI
About Telco Subscription Management in Open UI 25
Tasks for Configuring the Customer Dashboard 25
Configuring the Navigation Pane of the Customer Dashboard 26
Configuring the Action Launchpad of the Customer Dashboard 27
Configuring Customer Analytics 27
Using the Customer Dashboard 27
Changing SIM Cards 28
Workflow Reference for Telco Subscription Management in Open UI 30
TOUI Installed Asset Select Process Workflow 30
TOUI Generate Order Process Workflow 31
TOUI Get Selected Service Sub Process Workflow 34
TOUI Get Delta Sub Process Workflow 34
TOUI Set Value Sub Process Workflow 35
TOUI CSim Cancel Process Workflow 36
TOUI CSim Delete Process Workflow 36
Chapter 4: Employee Asset-Based Ordering
Updating Opportunities from Quotes 38
Processing a Quote Through the Order-to-Cash Process Integration Pack 39
Comparing Prices with Competitor Prices 40
Setting Up Service Charges for Products 40
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About Synchronizing Product Attributes, Product Classes, Products, and Promotions
42
About Synchronizing Product Attributes 43
About Synchronizing Product Classes 44
About Synchronizing Products 45
About Synchronizing Promotions 47
Viewing Synchronized Extensible Product Fields 49
Defining Product Promotions 50
Defining Promotion Component Actions 50
About Defining Promotion Upgrades for a Group of Promotions 52
Upgrading Promotions 55
Defining Promotion Upgrade Aggregate 57
About Defining Promotion Merge 60
Example of Defining a Promotion Merge 60
About Defining a Promotion Split 62
Scenario for Defining a Promotion Split 62
Example of Defining a Promotion Split 63
About Dynamic Transform 65
Source Promotions Applet 65
Target Promotions Applet 66
Performing a Promotion Dynamic Transform 67
Configuring the Edit Promotion Product Selection 68
Defining User Interfaces for Bundled Promotions 70
Editing a Bundled Promotion 71
Processing Order Management Messages 75
About Bundling Components for a Promotion 75
Defining Bundled Promotion Compatibility Rules 76
About Promotion Components Using Two Nodes Associated with Two Service Accounts
78
Scenario for Using Different Service Account for a Promotion Component 79
About Promotion Component Commitments 80
Defining Component-Level Commitments 80
Selecting Asset-Based Promotion Recommendations 85
Debundling Component Assets from a Promotion 86
About Visual Indicators for Promotions 87
Configuring the Projected Asset Cache Search Specification 88
About Promotion Transitions Ambiguity Resolution 92
Controlling Promotion Ambiguity Resolution 92
About Manually Resolving Ambiguous Promotion Transitions 93
Transferring an Ambiguous Component to a Target Promotion Definition 93
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Removing a Promotion Component from the Target Promotion Definition 94
Defining Customizable Product Compatibility Rules 95
Configuring the Workflow for Promotion Penalties 96
Setting Up a Product for Oracle Application Integration Architecture Integration 98
Modifying the Order Priority Mapping 102
Processing a Sales Order Through Oracle Application Integration Architecture
Integration 102
Managing Telephone Numbers for an Order 108
Building a Hierarchy of Orders 109
About Order Revisions and As Submitted Orders 111
Submitting an Order for Technical Service Qualification 113
About Time-Based Offerings 114
Process of Setting Up Time-Based Offerings 115
Creating Time-Based Offering Product Attributes (Administrator) 116
Creating a Time-Based Offering Product Class (Administrator) 118
Creating a Time-Based Offering Discount Product (Administrator) 118
Adding a Time-Based Offering Discount to a Bundled Promotion (Administrator) 119
About Managing Time-Based Offerings 120
Time-Based Offerings in New Orders 121
Example of Including a Time-Based Offering in a New Order 121
Time-Based Offerings in Changed Orders and Assets 122
Transferring Service to Another Location (User) 123
About Managing Bulk Requests 124
Roadmap for Configuring Bulk Requests 125
Configuring Cancellation Processing 126
Creating Bulk Import Template Files 127
Process of Adding Custom Fields to Import Template Files 129
Configuring Validation Rules for the Import Process 134
Configuring Bulk Request Validation to Improve Performance 136
Configuring the Import Process 137
Setting Up Bulk Requests on a Mobile Web Client 138
(Optional) Changing Processing for Action Sets 139
Process of Managing Bulk Requests 140
Creating a Bulk Request Header 140
Adding Bulk Request Data Manually 141
Importing Bulk Request Data from a Template File 151
Creating Bulk Requests with a Target List 152
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(Optional) Validating a Bulk Request 155
Submitting a Bulk Request 155
Managing Exception Data in a Bulk Request 157
Viewing a Bulk Quote 159
Viewing a Bulk Order 159
About Bulk Request Processing 160
About Bulk Request Processing Logic 160
About Exploding an Action Set Template 161
About Exception Data in Bulk Requests 163
Process of Managing Prepaid Services 165
Designating Prepaid Services for Products and Promotions 165
Setting Up a Billing Profile for Prepaid Services 166
Topping Up a Balance for an Installed Asset 167
Viewing Prepaid Transaction Details 169
Process of Configuring Prepaid Services 169
Creating Outbound Web Services 169
Configuring Virtual Business Components 170
Importing Outbound Web Services into the Siebel Application 172
Adding Special Rating Items to a Quote or Order 172
Adding Special Rating Items to a Quote 173
Adding Special Rating Items to a Sales Order 173
About Managing Order Fallout 174
Viewing Fallout Orders and Order Line Items 176
Upgrading Promotions in Quote and Order Lines 178
Scenario for Working with Promotion Upgrades 179
Upgrading Promotions from a Quote or Order Line Item 179
Chapter 5: Workflows for Employee Asset-Based Ordering
About Workflows for Employee Asset-Based Ordering 182
Workflow That Generates Revenue Line Items for an Opportunity 182
SIS OM Update Revenue Workflow 182
Workflows to Edit Quote Line Items 183
SIS OM Edit Delta Quote Line Item Workflow 184
SIS OM Add Service Charge Quote Sub-Process 186
Workflows to Edit Order Line Items 187
SIS OM Edit Service Order Line Item Workflow 187
SIS OM Add Service Charge Order Sub-Process 190
Workflows to Submit an Order 191
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Submit Order ASI Workflow 191
SISOMBillingSubmitOrderWebService Workflow 192
SIS OM Submit Order Process 195
Order Process Workflows Retained for Backward Compatibility 195
Workflows to Update Order Line Items 196
SIS OM Order Line Item Update Main 196
SIS OM UpdateOrderItem 197
SIS OM NSB Update Order Line 198
Workflows to Modify a Service Item 199
SIS OM Edit Complex Asset Workflow 200
SIS OM Add Service Charge Sub-Process 203
SIS OM Modify Products & Services Process 204
Workflows to Disconnect a Service Item 206
SIS OM Disconnect Products & Services Process 206
SIS OM Disconnect Asset Sub-Process 207
Workflows to Suspend or Resume Service Items 209
SIS OM Suspend / Resume Products & Services Process 209
SIS OM Suspend / Resume Asset Sub-Process 211
Workflows to Transfer a Service to Another Location 214
SIS OM Move Process 215
SIS OM Move Exception Handling 222
SIS OM Move Service Point Check 223
SIS OM Move Display Quote 224
Workflows to Validate a Network 224
VORD Validate (Quote) 224
VORD Validate (Order) 226
Workflows for Price Comparison 227
SIS OM PC Price Comparison Process 228
SIS OM Goto Price Comparison View Process 229
Workflows for Enrollment 230
SIS OM PC Enrollment 230
SIS OM PC Create Account Subprocess 232
SIS OM PC Go To Opportunity View 233
SIS OM PC Set Opportunity Account 233
CUT eSales - PC Enrollment Process 233
CUT eSales - Set Shopping Cart Price List 235
CUT eSales - PC Prepare Cart Process 235
SIS OM PC Go to Order Entry - Line Items View (Sales) 236
Workflows for Bulk Requests 237
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ABO Bulk Request Import Workflow 238
ABO Bulk Request - Validate Process 239
ABO Bulk Request - Submit Driver Process Workflow 240
ABO Bulk Request - Submit Process Workflow 241
ABO Bulk Request - Parallel Sub Process Workflow 243
ABO Bulk Request - Sub Process Workflow 245
ABO Bulk Request - Prepare Action Set Sub-Process Workflow 247
ABO Bulk Request - Inclusive Process Action Sub-Process Workflow 248
ABO Bulk Request - All Exclusive Process Action Sub-Process Workflow 250
ABO Bulk Request - Add Sub-Process Workflow 252
ABO Bulk Request - Modify Sub-Process Workflow 253
ABO Bulk Request - Delete Sub-Process Workflow 254
ABO Bulk Request - Suspend/Resume Sub-Process Workflow 256
ABO Bulk Request - Upgrade Sub-Process Workflow 259
ABO Bulk Request - Notify User Sub-Process Workflow 261
ABO Bulk Request Add Item Customize Process 262
ABO Bulk Request Add Item Customize SubProcess 264
ABO Bulk Request - Edit Order Line Item 266
ABO Bulk Request - Clear Exception Process Workflow 268
ABO Bulk Request - Clear Exception Sub-Process Workflow 269
ABO Bulk Request - Reset Process Workflow 269
ABO Bulk Request - Reset Process Sub-Process Workflow 270
ABO Bulk Request - Cancel Process Workflow 270
ABO Bulk Request - Edit Complex Asset Workflow 271
ABO Bulk Request - Promotion - Add Missed Items Sub Process Workflow 274
ABO Bulk Request - ApplyProductPromotion Workflow 275
ABO Bulk Request - ModifyWebService-Order Workflow 277
ABO Bulk Request - Check Eligibility & Compatibility Workflow 278
ABO Bulk Request - Disconnect Products & Services Process Workflow 278
ABO Bulk Request - Promotion Disconnect Integration SubProcess Workflow 279
ABO Bulk Request - Disconnect Asset Sub-process Workflow 282
ABO Bulk Request - Edit Promotion Related Asset Workflow 284
ABO Bulk Request - Promotion - Update Matched Items Sub Process Workflow 286
ABO Bulk Request - Promotion Disconnect Process Workflow 287
ABO Bulk Request - Explode Workflow 289
ABO Bulk Request - Explode Driver Workflow 291
ABO Bulk Request - All Instances Sub Process Workflow 292
ABO Bulk Request Add Item Customize SubProcess Quotes Workflow 294
Workflow for Prepaid Services 296
SIA External Integration Process 296
Workflows to Calculate Prices for Orders 297
Basic Pricing Procedure 298
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Dynamic Pricing Procedure 301
Pricing Procedure - Calculate Net Price 304
Workflows to Process an Order 307
SWI Initial Load Non CP Order Release Workflow 307
SWIOrderUpsert_O2C Workflow 308
SWI Configurator Load Workflow 309
Oracle Configurator Load Workflow 310
SWISendATPCheck Workflow 311
SWISendATPCheckLine Workflow 312
SWISendCalculateShippingCharge Workflow 313
SWISendOrder Workflow 314
SWIReviseOrderValidation Workflow 316
SWICopyOrder 316
Verify Header (Order) 317
Verify Item (Order) 318
SWIValidateDependentOrders 319
SWIOrderUpsert Workflow 319
SWIOrderUpsertSubProcess Workflow 321
SWI TSQ Order Workflow 323
Workflows to Cancel an Order 324
SWICancel Sales Order 325
SWI Cancel Sales Order Line Item 326
SWI Cancel Sales Order_O2C Workflow 326
Workflows to Process a Quote 328
Submit Quote ASI Workflow 328
SWIQuoteUpsert Workflow 329
SWISendQuote Workflow 329
Workflows to Process Time-Based Offerings 331
SWISetTBOEndDate Workflow 331
SWI Asset Status Update Workflow 332
Workflows for Dynamic Transform 332
ISS Promotion Dynamic Transform Process Workflow 333
ISS Promotion Dynamic Transform Quote Sub Process Workflow 334
ISS Promotion Dynamic Transform Quote Reprice Sub Process Workflow 336
ISS Promotion Dynamic Transform Order Sub Process Workflow 336
ISS Promotion Dynamic Transform Order Reprice Sub Process Workflow 339
Workflows for Ambiguity Resolution 339
ISS Promotion Collect Eligible List Workflow 339
ISS Promotion Ambiguity Resolution Process - Upgrade Workflow 340
ISS Promotion Cancel Ambiguity Process Workflow 342
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Workflow for User Prompts 343
ISS Promotion Prompt Interactive Sub Process Workflow 343
Workflows to Process Promotions 344
Chapter 6: Creating Communications Promotion Groups
About Promotion Groups 349
Scenario for Working with Promotion Groups 351
Process of Setting Up Promotion Groups (Administrators) 354
Creating Promotion Group Membership and Reward Products 354
Creating Promotion Group Definitions 355
Adding Membership Definitions to a Promotion Group Definition 356
Adding Reward Definitions to a Promotion Group Definition 360
Adding Promotion Group Definitions, Membership Definitions, and Reward Definitions to
Price Lists 362
Setting Pricing Adjustments for Memberships, Rewards, and Assets 362
Adding Commitments to a Promotion Group Definition 370
Creating Eligibility Rules for Promotion Group Definitions 375
Creating Compatibility Rules in Promotion Group Definitions 377
Defining Asset Membership Cardinality Rules 381
Applying Validation Rules to Promotion Group Definitions 382
Defining Access Control Rules for Promotion Group Members 386
Associating Promotion Group Definitions with Catalog Categories 387
Setting Up Notifications to Promotion Group Members 388
Releasing a Promotion Group Definition 389
Deactivating a Promotion Group Definition 390
About Managing Promotion Groups 391
Roadmap for Managing Promotion Groups (Users) 391
Process of Creating Promotion Groups 391
Creating New Promotion Group Instances 392
Adding Memberships to a Promotion Group 394
Associating Assets with a Promotion Group Membership 395
Defining Promotion Group Membership Attribute Values 397
Process of Managing Promotion Groups 398
Viewing the Details of a Promotion Group 398
Accessing the Promotion Group Components 399
Adding Memberships to a Promotion Group 400
Modifying Promotion Group Memberships 400
Disconnecting Promotion Groups 401
Disconnecting Promotion Group Memberships 402
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