03com_the quote to order process.ppt
DESCRIPTION
ntent: This module presents the generic end-user experience with the Quote to Order process. It is meant to provide useful context for the administrative modules that follow.Flow: The first two-thirds of the module are a detailed, step-by-step examination of the end user Quote to Order process. It walks through creating, completing, and verifying a quote; converting the quote to an order; completing the order; and then submitting the order. The remaining slides cover several post-submission tasks for orders.TRANSCRIPT
Module 3: The Quote to Order Process
Module 3: The Quote to Order Process
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 Objectives
After completing this module you will be able to: Create quotes and orders Convert quotes to orders
Why you need to know: To customize any part of the quote to order process, you
must first understand how quotes and orders are created
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Quote to Order End-User Process
Administration of Quote to Order requires an understanding of the end-user process of creating quotes and orders
This module will cover the details of creating a quote and converting it to an order
Quote Sales Order
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Quote to Order Process
1. Create a New Quote
2. Provide Quote Details
3. Perform Tasks for Quotes
4. Verify the Quote
5. Convert the Quote to an Order
6. Perform Tasks for Orders
7. Submit the Order
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1. Create a New Quote
Create a new quote for the appropriate account by starting in the Account Quotes view Navigate to Accounts > Quotes to create the quote Account information is copied to the quote automatically
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Drill down to quote view
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1. Create a New Quote Continued
If working with an opportunity, use Auto Quote to generate a quote containing the products from the opportunity Navigate to Opportunities > Quotes and click the Auto Quote
button
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2. Provide Quote Details
Verify the price list Enter an effective date range Provide additional details as appropriate
Price list associated with this account
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Quote expires on Effective Through date
More Info
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3. Perform Tasks for Quotes: Select Shipping
Specify shipping information in the Shipping tab Verify the Ship To address Enter Carrier and Shipping Method
If done before adding line items, the shipping information will be applied to each line item as it is added
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3. Perform Tasks for Quotes: Add Line Items
Use the selection method most appropriate for a given customer to add line items to the quote
Prices are recalculated when items are added or removed
Select products from the catalog
Assist customer with product selection using
Advisor
Add products directly as line items
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3. Perform Tasks for Quotes: Add Line Items Continued
Line items are added to the active quote An end-user session can have only one active quote at a time
A quote becomes active when: The business user creates a new quote The business user navigates to the Quote Details view and clicks
the Profile button The customer end user goes to the shopping cart
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3. Perform Tasks for Quote: Verify Line Item Attributes
Use the Attributes tab to view line item attributes Add a product to the quote and launch the Configurator to set
attributes
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3. Perform Tasks for Quotes: Line Item Shipping
Individual line items can be shipped to different destinations using different shipping methods
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Different destinations, shipping carriers, and
methods
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3. Perform Tasks for Quotes: Check Availability
Navigate to Quotes > Shipping > Fulfillment to request product availability information from a third-party system
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Click Inquire All to request availability information for all
line items
Click Inquire for availability on a single line item
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3. Perform Tasks for Quotes: Reserve Items
Reserve line items by clicking the Reserve or Reserve All button
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Click Reserve All for all line items
Click Reserve for a single line item
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3. Perform Tasks for Quotes: Confirm Inventory
Confirm the inventory location from which the products will be shipped
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Supplied by ATP service or entered
manually
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3. Perform Tasks for Quotes: Calculate Shipping and Tax Calculate shipping
Shipping charges are based on shipping method and carrier, plus ship from/ship to locations
Uses a Siebel-supplied business service Can be customized based on business requirements
Calculate taxes Entered manually or calculated using third-party tax software
Calculated by third-party tax software
Calculated by Siebel business
service
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3. Perform Tasks for Quotes: Add Payment Details
Add an entry for each payment, specifying payment method Each payment method has a corresponding Detail applet
Detail applet is based on payment
method
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4. Verify Quote
Check that quote contains: Valid price list for the quote’s effective time period Valid product attributes and pricing All required components for any customizable product
Recalculates pricing Checks credit status, if payment type is purchase order Quotes may be verified manually or through a workflow process
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Click Verify to recalculate price
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5. Convert Quote to Order
Click Sales Order once the customer has committed to purchasing the products Generates a new sales order linked to this quote Converts all line items in quote to order line items
Drill down to Order object
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6. Perform Tasks for Orders
Confirm or modify information in the order Edit shipping information Add line items Customize line items Check availability of products Calculate shipping and tax amounts Add payment details Verify
These are the same as the tasks performed on a quote
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7. Submit the Order
Select Submit from the order menu to send the order to the external fulfillment system
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Revising a Submitted Order
After an order has been submitted, the order can be revised This type of order is called a supplemental order
To revise an order, navigate to the order and click Revise Status of order is changed to Pending Revision number is incremented
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Revising a Submitted Order Continued
Make changes to the order and re-submit Add new line items Order total reflects changed (non-complete) line items only
New line items are Pending
Total only reflects order changes
Line item from previous version
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Implementing Order Revision
To support submission of revised orders, the Submit Order Process workflow must be modified Disallow submission if the order has passed the “point of no
return,” as determined by business requirements Compare before and after versions of the order to submit changes
to the back-end fulfillment system Interact with fulfillment system to cancel, update, roll back, or
accelerate order line items Workflow process modification is performed by a developer or
configurator Order revision can be disabled
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Creating a Follow-On Order
If an order cannot be revised, a follow-on order can be placed using the original order as a starting point Locate the original order Choose a line item and select Modify from the menu
A new quote is created containing that line item
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Manual Repricing
Quotes and orders are automatically repriced when line items are added or removed
Certain changes that may affect pricing do not trigger repricing automatically Change to line item parameter Change to quote or order parameter
Manual repricing can be invoked on-demand for single line items or the entire quote from the Line Items menu
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Tracking Shipments
After an order has been submitted, a user can monitor the status of shipments in the Order > Shipments tab
The Siebel application must be integrated with a back-office system that controls fulfillment of your products Successful fulfillment sets each line item status to Complete
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Bypassing the Quote Process
Not all customers require an initial quote Orders can be developed entirely from the Order screens,
bypassing quote development
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Summary
This module showed you how to: Create quotes and orders Convert quotes to orders
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Lab
In the lab you will: Create and manage quotes and orders