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Siebel Order ManagementGuideSiebel Innovation Pack 2013Version 8.1/8.2September 2013

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ContentsSiebel Order Management Guide 1Chapter 1: What’s New in This ReleaseChapter 2: Overview of Order ManagementAbout Order Management17The Order Management Life CycleScenario for Order Management1818Roadmap for Working with Order Management19Chapter 3: Setting Up Order ManagementRoadmap for Setting Up Order Management21Activating Workflows for Order Management 23Setting Up Accounts and Contacts for Order Management 24Setting Up Salespeople 24Setting Up Products, Pricing, and Catalogs 24Setting Up Shipping Information 25Setting Up Tax Calculations 28Setting Up Payment Terms and Other Payment Factors 29Setting Up Inventory Locations 34Setting Up Integration for Order Management 34Setting Up Order Types 34Defining Order Statuses 36Creating Product Selection Favorites 36Creating Activity Plan Templates 37Letting Users Create Quotes and Orders from Accounts and ContactsSetting Up Availability to Promise 38Customizing the Sales, Quote, and Order Processes 38Setting Up Asset-Based Ordering 42Setting Up Order Cancellation for Non-English Implementations 44Lists of Values to Update for Order Management3844Chapter 4: Integrating Order Management with Back-OfficeApplicationsIntegration Strategy for Order Management47Smart Part Numbers and Order Management Integration48Siebel Order Management Guide Version 8.1/8.23

Contents About ASIs for Order ManagementSetting Up Quote and Order ASIs4850Process of Integrating Quotes and Orders with Back-Office ApplicationsSetting Up Web Services for Quote and Order ASIs 51Activating Workflows for Integration of Quotes and OrdersASI Workflows for Quotes and Orders515353Chapter 5: Integrating Order to Cash and Distributed OrderOrchestrationProcess of Integrating Order to Cash55Setting System Preferences for Order to Cash 56Setting Up Integration Users for Order to Cash 59Configuring Web Services for Order to Cash 59Enabling Component Groups for Order to Cash 62Configuring Workflow Policies for Order to Cash 63Activating Workflows for Order to Cash 65Setting Up Data Validation Rules for Order to Cash 67Integrating Distributed Order Orchestration67Setting Up Data Validation Rules for Distributed Order Orchestration67Chapter 6: Integrating Order Management with Third-PartyProduct Availability ApplicationsAbout Third-Party Product Availability Applications71Process of Setting Up Third-Party Product Availability Applications71Checking Availability Fulfillment Methods 72Setting the ATP Action Parameter in Quote and Order Business Components Properties72Verifying the External ATP Check Business Service User Properties 74Configuring Web Services for Availability to Promise 74Preventing Rollup of Availability Summary Data 76Extending the ASI for Availability to Promise 77Extending Returned Data for Availability to Promise 78Customizing UI Terms for Availability to Promise 78Requiring User Registration for Availability to Promise 79Chapter 7: Integrating Order Management with Third-PartyCredit-Check ApplicationsAbout Third-Party Purchase Order Credit Checking Applications81Process of Setting Up Purchase Order Credit Checking Applications4Siebel Order Management Guide Version 8.1/8.282

Contents Verifying the External Credit Check ASI User Properties 82Configuring Web Services for Purchase Order Credit Checking Applications 83Activating the Workflows for Purchase Order Credit Checking Applications 84Modifying User Properties for Purchase Order Credit Checking Integration 84Turning Off Credit Checking 85Customizing When Credit Checks Are Performed 85Changing the Credit Auto-Approval Limit for Accounts 86Skipping Credit Checks for an Account 86Restricting Which Employees Can Administer Credit Checking 87Extending the ASI for Credit Check Interface Request 87Chapter 8: Integrating Order Management with Third-PartyTaxation ApplicationsAbout Third-Party Taxation Applications89Installing Taxware Applications on WindowsSetting Up Taxware Applications on Windows9090Installing and Setting Up Taxware Applications on UNIXEnabling Tax Calculation9191Enabling Tax Calculation with the Sales/Use Tax SystemEnabling Tax Calculation with WORLDTAX 92Taxing Customizable Products9293Taxware Integration with Siebel eSales93Tax Calculator Business Service 94Taxware Adapter Business Service 100Customizing Taxware Integration101Passing Data from Other Fields in the Siebel Database 101Passing Data from Fields Not in the Siebel Database 102Calling the Tax Calculator Business Service from Other Places in Siebel eSales 102Calling the Tax Calculator Business Service from Other Business Components 103Handling Unicode Conversion Errors103Error Prevention During Codepage Conversion 103Defining Required Fields in Codepage Conversion 105Configuring Error Messages in Codepage Conversion 105Chapter 9: Integrating Order Management with Oracle ATGWeb CommerceAbout Integrating Siebel Business Applications with Oracle ATG Web Commerce107Architecture of the Integration of Siebel Business Applications with Oracle ATG WebCommerce 108Siebel Order Management Guide Version 8.1/8.25

Contents About Siebel Commerce Object Aggregator 109About Exporting Siebel Product Catalogs to Oracle ATG Web Commerce110Setup Tasks for Integrating Siebel Business Applications with Oracle ATG WebCommerce 111EnablingEnablingEnablingCreatingATG Web Commerce Integration 112Cascading Deletions of Web Content Export Job Details 113the Export of Nested Catalog Hierarchies to Oracle ATG Web CommerceSeparate Web Content Export Jobs for Each User 113Process of Exporting Records to Oracle ATG Web CommerceCreating a Web Content Export Job Detail forCreating a Web Content Export Job Detail forCreating a Web Content Export Job Detail forSubmitting an Export Contents Job 118Correcting Errors in an Export Contents Job113114Siebel Products or PromotionsSiebel Catalogs 116Siebel Price Lists 117115121Maintaining Product Data for Integration with Oracle ATG Web Commerce122Chapter 10: Distributed Order OrchestrationAbout Oracle Fusion Distributed Order OrchestrationScenarios for Distributed Order Orchestration125125Tasks for Using Distributed Order Orchestration127Tracking Orders with Distributed Order Orchestration 127Revising Orders with Distributed Order Orchestration 128Cancelling Orders with Distributed Order Orchestration 128Using Return Merchandise Authorization Orders with Distributed Order Orchestration129Checking Availability to Promise with Distributed Order Orchestration 130Chapter 11: Creating and Managing CatalogsAbout Siebel Catalog131Roadmap for Creating Catalogs132Process of Setting Up Catalogs133Creating Catalogs 133Assigning Access to Catalogs 134Selecting Languages for Catalog TranslationProcess of Setting Up Categories135135Creating Categories 136Adding Products to Catalogs 137Adding Literature to Catalogs 138Updating the Category Item Count 138Removing the Category Item Count 1396Siebel Order Management Guide Version 8.1/8.2