Siebel 8.0 Customer Order Management Accelerated

Overview

Siebel 8.0 Customer Order Management is a comprehensive suite of multichannel applications that enables companies to manage products, pricing, contracts, quotes, and orders.

The first section of this course covers features and functions of Siebel COM that can be implemented as-delivered and administered through the client. Some content covers product modeling for the Communications, Media, and Energy (CME) industry.

The second section expores pricing fundamentals, such as price lists and volume discounts and then describes how to customize the underlying pricing procedures to implement advanced pricing policies such as attribute adjustments and discount matrices.

Learn To:

• Create and administer simple products
• Create component-based and attribute-based customizable products
• Manage product promotions
• Administer basic pricing policies
• Configure pricing procedures
• Implement attribute adjustments

This training may be available onsite; please contact us if you are interested.

Audience

• Functional Implementer
• Technical Consultant
• Business Analysts

Skills Gained

Course Objectives:

• Create attributes and domains, and assign them to a hierarchy
• Create, version, and release a product record and its details
• Describe Eligibility and Compatibility (E & C) examples and usage scenarios
• Create a product catalog
• Create multiple product user interfaces
• Create and administer promotions
• Create constraints for customizable products
• Add products to price lists and administer prices
• Create a component-type customizable product by defining relationships
• Administer aggregate discounts
• Administer price lists for simple and configurable products
• Configure price waterfall messages and displays
• Configure signals and variable maps
• Implement pricing policies based on attribute adjustments
• Implement pricing policies based on discount matrices
• Use Siebel Tools to modify pricing procedure workflow processes

Prerequisites

• Familiarity with Siebel Tools and configuration
• Familiarity with scripting
• Siebel 8.0 Fundamentals

Course Outline

Customer Order Management Overview

• Administering Simple Products
• Describing simple products
• Creating and entering detail for simple products
• Versioning and releasing a product record

Administering Attributes and Classes

• Describing attributes
• Creating a class hierarchy
• Creating attributes and domains, and assigning them to a hierarchy
• Assigning products to the class hierarchy
• Generating smart part numbers

Pricing Overview

• Creating a new price list and price list line items
• Creating volume discounts

Administering Catalogs and Categories

• Describing a product catalog
• Creating catalogs and categories
• Adding products to categories
• Understanding product catalog visibility

Administering Component-Type Customizable Products

• Creating a component-type customizable product by defining relationships
• Using a Workspace Project to manage, test, and release products, attributes, and classes
• Using Time Slice reports to track changes within a given object/version during its life

Pricing Customizable Products

• Describing component-based customizable product pricing strategies
• Using the Pricing Designer to view and price a component-based customizable product

Administering Constraints

• Creating constraints to enforce business logic during product configuration
• Describing commonly-used rule types

Administering Eligibility and Compatibility

• Describing Eligibility and Compatibility examples and usage scenarios
• Defining Eligibility and Compatibility matrices
• Administering Eligibility and Compatibility rules

Administering Promotions

• Listing types of product promotions
• Administering product bundles, coupons, and special configuration promotions
• Administering eligibility and compatibility for product promotions
• Using product promotions with quotes and orders

Administering Recommendations

• Describing product and promotion recommendation functionality
• Creating product and promotion recommendations
• Defining messages using Unified Messaging administrative views

Administering Multiple Product UIs

• Creating multiple product user interfaces (UIs) for a customizable product
• Using user interface properties for additional functionality
• Describing the logic governing product UI selection

Using Application Deployment Manager

• Describing the Application Deployment Manager (ADM) architecture
• Exporting product-related data from a Siebel application
• Packaging product data for deployment using ADM

Modeling Communications, Media, and Energy Products

• Listing business requirements and modeling challenges in Communications, Media, and Energy (CME)
• Representing CME products in the Siebel application
• Differentiating between predictive, interactive, and reactive product selection rules

Introducing Siebel 8.0 Pricing Configuration

• Overview of Customer Order Management (COM) Entities
• Product Types in Siebel COM
• Overview of Pricing Management

Prerequisite Siebel Configuration Technology

• Object Types and Definitions
• Using Siebel Tools to Examine Object Definitions
• Business Services in Siebel CRM Applications
• Modifying Siebel Workflow Processes

Administering Basic Pricing Policies

• Administering Price Lists
• Creating Volume and Promotional Discounts
• Administering Service Pricing
• Creating Aggregate Discounts
• Pricing Component-Type Customizable Products

Siebel COM Pricing Architecture

• Understanding Pricing Procedures and Row Sets
• Invoking Pricing Procedures
• Understanding Signals
• Configuring Variable maps
• The Product Selection and Pricing Engine
• The Row Set Transformation Toolkit Business Service
• RSTT Transforms

Price Waterfalls

• Generating a Price Waterfall
• Extending a Price Waterfall

Configuring Advanced Pricing Policies

• Implementing Attribute Adjustments
• Implementing Discount Matrices
• Implementing Hierarchical Discounts
• Implementing Aggregate Volume Discounts