Module i: Customer Order Management: Quote to Order Administration Training

Module i: Customer Order Management: Quote to Order Administration Training

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

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Module Agenda

This module provides an introduction to the: Instructor and class participants Training site information Course:

Audience Prerequisites Goal Objectives Methodology Materials Agenda

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Module Agenda

This module provides an introduction to the: Instructor and class participants Training site information Course:

Audience Prerequisites Goal Objectives Methodology Materials Agenda

Why you need to know

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Instructor and Class Participants

Who are you? Name Company Role

What is your prior experience? Siebel applications Relational database

How do you expect to benefit from this course?

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Training Site Information

Bathrooms

Telephones

Fire Exits

Class duration and breaks

Meals and refreshments

Questions?

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Course Audience

This course is designed for those roles who need to administer the Siebel Customer Order Management (C/OM) application Functional customer order management administrators Functional business analysts

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Course Prerequisites

Basic Windows or NT navigation and file management skills Understanding of basic relational database concepts Familiarity with Web-based and client/server applications

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Course Goal

To enable participants to administer quotes, orders, and assets using Siebel 7.8 C/OM applications

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Course Objectives

Describe the quote to order lifecycle Administer contacts in Business-to-Consumer (B2C) and

Business-to-Business (B2B) scenarios Administer different user responsibilities and user types in the eSales purchasing process

Create quotes to modify, deactivate, suspend, or resume assets

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Course Objectives Continued

Customize quotes and orders by administering List of Values (LOVs)

Convert orders to assets Set up and test Data Validation and Approval rules for quotes Contrast the eSales checkout process with the Siebel Call

Center quote to order process Administer Web Service ASIs for order creation, checkout and

tracking Appendix material:

Model Communications, Media, and Energy (CME) account hierarchies

Use Siebel applications for network order capture

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Course Methodology

Subject matter is delivered through: Lecture and slide presentations Software demonstrations Class discussions Hands-on labs

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Course Materials

Student Guide All slides presented during lecture Notes that point to Siebel Bookshelf references

Lab Guide Hands-on lab exercises and solutions

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Quote to Orders Module 1: Quote to Order Overview Module 2: Administering eSales Users Module 3: The Quote to Order Process Module 4: Administering Quotes and Orders Module 5: Asset-Based Orders Module 6: Quote Validation and Approvals Module 7: The Checkout Process Module 8: Completing the Order Process Module 9: Wrap-Up Module 10: Appendix A: Defining Communications, Media, and

Energy (CME) Account Hierarchies Module 11: Appendix B: Siebel Network Order Capture for CME

Course Agenda

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C/OM Course Administrative Roadmap Continued

Administer Administer UsersUsers

AdministerAdministerAccess Access Groups & Groups & AccountsAccounts

AdministerAdministerAsset-BasedAsset-BasedOrdersOrders

Set UpSet UpValidation & Validation & ApprovalsApprovals

Set Up Set Up CheckoutCheckout

Administer Administer Quotes & Quotes & OrdersOrders

Complete Complete the Orderthe OrderProcessProcess

Administer the quote to order to asset process

Siebel eSales and Siebel Call Center featured in this course

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Summary

This module provides an introduction to the: Instructor and class participants Training site information Course:

Audience Prerequisites Goal Objectives Methodology Materials Agenda