Customer Order Management: Product Admin. (Siebel 8.0)

Siebel 8.0 Customer Order Management is a comprehensive suite of multichannel eBusiness applications that enables companies to manage products, pricing, contracts, quotes, and orders. This course focuses on Product & Catalog Management within Siebel 8.0, and provides a foundational understanding of Customer Order Management (COM). The 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.

Learn to:

• Create and associate product detail with products
• Create catalogs and categories
• Use a Project Workspace for managing, testing, and releasing products, attributes, and classes
• Use the Pricing Designer to view and price a component-based customizable product
• Administer product bundles, coupons, and special configuration promotions
• Specify product eligibility and compatibility rules
• Create product recommendations
• Create multiple product user interfaces (UIs) for a customizable product

Audience

• Business Analysts
• Functional Implementer
• Technical Consultant

Course Topics 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

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
• List the key administrative Customer Order Management (COM) entities