Siebel 8.0 Customer Order Management: Quote to Order - Self-Study Course
Siebel 8.0 Customer Order Management: Quote to Order - Self-Study Course
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Description
This course provides a foundational understanding of Customer Order Management (COM) as it relates to Quote to Order administration. It covers features and functions of Siebel COM that can be implemented as-delivered and administered through the client.
The course features the quote-to-order process and teaches students how to create, define, and administer accounts, contacts, quotes, and orders. Students learn how to configure quote validation and the quote approvals process. Finally, students learn about the underlying mechanisms of the quote-to-order process, such as the roles of workflows, business services, applications services interfaces (ASIs), Web services, and signals.
Learn To:- C…
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This course provides a foundational understanding of Customer Order Management (COM) as it relates to Quote to Order administration. It covers features and functions of Siebel COM that can be implemented as-delivered and administered through the client.
The course features the quote-to-order process and teaches students how to create, define, and administer accounts, contacts, quotes, and orders. Students learn how to configure quote validation and the quote approvals process. Finally, students learn about the underlying mechanisms of the quote-to-order process, such as the roles of workflows, business services, applications services interfaces (ASIs), Web services, and signals.
Learn To:- Create contacts, accounts, and quotes
- Convert quotes to orders
- Administer Lists of Values (LOVs)
- Customize quote and order validation and approval
- Implement as-delivered Application Services Interfaces (ASIs)
- Customize COM signals
Audience
- Business Analysts
- Project Manager
- Support Engineer
Course Topics Quote to Order Overview
- Define quotes, orders, and assets
- Describe the overall quote-to-order process
- Define Contacts and Accounts
- Create Contacts
- Create Accounts
- Create and Configure Quotes
- Convert Quotes to Orders
- Submit Orders
- Revise Submitted Orders
- Configure Products for Asset-Based Ordering
- Perform Asset-Based Ordering
- Modify Assets
- Deactivate Assets
- Suspend or Resume Assets
- Administer Lists of Values
- List Commonly-Used LOVs for COM
- Describe Business Components and Business Objects
- Describe Workflow Processes and Business Services
- Describe Runtime Events
- Configure Data Validation
- Configure Approvals
- Define Application Services Interfaces (ASIs)
- List ASIs Used in the Quote-to-Order Process
- Describe How to Configure COM ASIs as Outbound Web Services
- Configure the Siebel Shipping Calculation Service
- Define Signals
- Customize COM Signals
Course Objectives
- Understand the COM Quote-to-Order process
- Perform asset-based ordering
- Administer lists of values (LOVs)
- Configure quote and order validation
- Configure quote and order approvals
- Administer outbound ASI Web Services
- Customize COM Signals
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