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Customer Order Management: Quote to Order Administration (Siebel 7.8)

Module 4: Administering Quotes and Orders

Module Objectives
After completing this module you will be able to:
Customize quotes and orders by administering lists of values (LOVs), including:

Quote type and status Quote expiration Order type and status Payment type Tax exemption codes Shipping options

Why you need to know:

Administering LOVs allows you to tailor the application to your business needs

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Quote Types Supported in Siebel Applications

Different quote type is associated with a quote to order progression

Anonymous Quote Persistent Cart Template Quotation
Persistent Cart/Template

Anonymous Quote

User logs in

User confirms order

Quotation

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Anonymous Quote
A type of quote used in eSales to represent the shopping cart of a user who has not logged in Uses a default price list Gets converted to a persistent quote when the user logs in

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Persistent Cart
A type of quote used in eSales to represent the shopping cart for a returning registered user Uses the price list associated with the users primary account Automatically sets the shopping cart contents to those that were added by the user during his or her last session Is converted to a Quotation when the user checks out

Persistent Cart quote in eSales

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Template

A user-saved group of items

Allows users to save groups of items that are frequently purchased together No prices are associated with items in a template

Accessed in eSales through My Account > My Favorites Accessed in Siebel Call Center through Quote > Catalog > Favorites

Add individual catalog items to a template

Add entire contents of shopping cart to a template

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Quotation
A type of quote that represents a priced, saved cart in eSales or a Quote in Siebel Call Center In eSales, can be viewed during subsequent sessions through My Account

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Quotation Continued

Siebel Call Center administrators can access quotes of different types created in eSales

Persistent Cart quote in eSales

Same quote viewed in Siebel Call Center

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Anonymous Quote Administration Tasks

Set Default Price List Set Anonymous Quote Age

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Set Default Price List for eSales

Determine the row ID for the default price list

Navigate to Administration Pricing Select the price list Choose About Record from the applet menu
Copy Row ID

Navigate to Administration Data > List of Values

Set PRICER_MASTER_PRICE_LIST_ID Display Value to the Row ID of the price list

Paste the Row ID, then Clear Cache

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Set Age for Anonymous Quotes

Modify the eSales - Delete Old Anonymous Quotes workflow to automatically delete based on age of quote
Accessed through Administration - Business Process > Workflow Processes view

Set Days Old value to age of expired quote

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Lists of Values (LOVs)

Many properties related to quotes and orders are managed as lists of values (LOVs)
For example, the quote types are LOVs

LOVs are administered in Administration - Data > List of Values

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Lists of Values (LOVs) Continued

The most important ones to administer are listed below or covered in the next slides
LOV Type
QUOTE_TYPE QUOTE_STATUS FS_ORDER_TYPE FS_ORDER_STATUS FS_SHIPPING_METHOD SHIPPING_METHOD FREIGHT_TERMS CARRIER_PRIORITY

Field
Quote Type Quote Status Order Type Order Status Shipping Method (transport type) Shipping Method (carrier) Shipping Terms Carrier Priority

Sample Values
Anonymous Quote, Persistent Cart, Quotation, Template In Progress, Approved Sales Order, Service Order, Purchase Order New, Open, Pending Air, Ground, Sea DHL, Federal Express, UPS Due, FOB, No Charge, TBD Next Day, 2 Day Service, Ground

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Quote Expiration Period

Modify QUOTE_EXPIRATION_PERIOD to set the default length of time that the quote is valid

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Payment Methods

To add a custom payment method:

Use Siebel Call Center to add a new record to the PAYMENT_METHOD_CODE list of values Use Tools to create a new payment detail applet

Copy and revise a payment detail applet in Siebel Tools

Typically a developer/configurator task

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Tax Exemption Codes

GLOBAL_TAX_EXEMPTION LOV contains a list of tax exemption codes For tax-exempt customers, the code can be recorded in the Payments tab of the quote/order Customize this LOV to adapt the set of codes for your business requirements

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Shipping LOVs

To customize shipping options, modify shipping LOVs

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QUOTE_TYPE

Values include Anonymous Quote, Persistent Cart, Quotation, Template

This LOV should not be changed Application logic may no longer work

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Summary
This module showed you how to:
Customize quotes and orders by administering lists of values (LOVs), including:

Quote type and status Quote expiration Order type and status Payment type Tax exemption codes Shipping options

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Lab

In the lab exercise, you will:

Extend the shipping options available in the application

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