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EncartaLabs

Siebel Customer Order Management Administration

( Duration: 3 Days )

The Siebel Customer Order Management - Administration training course walks you through a comprehensive suite of multichannel applications that enables companies to manage products, pricing, contracts, quotes, and orders. Learn to develop the knowledge and skills to customize the underlying pricing procedures to implement advanced pricing policies, including attribute adjustments and discount matrices.

By attending Siebel Customer Order Management - Administration workshop, delegates will learn to:

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

  • Familiarity with Siebel Tools and configuration
  • Familiarity with Siebel Workflow

Thus Siebel Customer Order Management - Administration class is ideal for:

  • Analysts
  • Implementers
  • Systems Administrators

COURSE AGENDA

1

Customer Order Management Overview

2

Administering Simple Products

  • Describing simple products
  • Creating and entering detail for simple products
  • Versioning and releasing a product record
3

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
4

Pricing Overview

  • Creating a new price list and price list line items
  • Creating volume discounts
5

Administering Catalogs and Categories

  • Describing a product catalog
  • Creating catalogs and categories
  • Adding products to categories
  • Understanding product catalog visibility
6

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
7

Administering Constraints

  • Creating constraints to enforce business logic during product configuration
  • Describing commonly-used rule types
8

Administering Eligibility and Compatibility

  • Describing Eligibility and Compatibility examples and usage scenarios
  • Defining Eligibility and Compatibility matrices
  • Administering Eligibility and Compatibility rules
9

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
10

Administering Recommendations

  • Describing product and promotion recommendation functionality
  • Creating product and promotion recommendations
  • Defining messages using Unified Messaging administrative views
11

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
12

Object Definitions

  • Object Types and Definitions
13

Siebel Tools

  • Using Siebel Tools to Examine Object Definitions
14

Business Services

  • Business Services in Siebel CRM Applications
15

Modifying Siebel Workflow Processes

16

Administering Advanced Pricing Policies

  • Creating Aggregate Discounts
  • Pricing Component-Type Customizable Products
17

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
18

Price Waterfalls

  • Generating a Price Waterfall
  • Extending a Price Waterfall
19

Configuring Advanced Pricing Policies

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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