Service providers often need to generate quotes, and manage contracts and associated services for accounts that have multiple service locations. The management of quotes and orders for those multisite accounts involves the manual generation of large numbers of individual line items, while the same priced products commonly apply to multiple sites. Companies that use Siebel CME Order Capture to manage quotes and orders can benefit from the Siebel Multisite Ordering module. The module enables the structuring of a quote by group of sites, while preserving the generation of Siebel Order Line Items for individual sites and products with an automated quote to order process.
This Transfer of Information presentation covers the detailed functionality of Siebel Multisite Ordering, specifically:
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The creation of a new Multi-Site Quote and its decomposition into Siebel Order Line Items with the multisite quote-to-order process.
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The various views provided in the solution, including ’Site Characteristics’, ‘Product Groups’, Billing Groups’, ‘View Order Line Items’, and ‘Cancelled Order Line Items’.
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The use of ‘New Version’ for optimizing a priced offering in a Multi-Site Quote.
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The use of the various module functions, including ‘Add Multiple Service Accounts’, ‘Add Multiple Service Points’, ‘Add Multiple Sites’, ‘Multi Delete’, ‘Assign Billing Account’, ‘Transfer’, ‘Deactivate’, ‘Customize’, ‘Validate’, ‘Preview Order’, and ‘Submit Order’.
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The role of the ‘Request Date’ of the Quote; the ‘Entry Date’, ‘Exit Date’, and ‘Billing Transfer Date of a site; the ‘Inclusion Date’ and ‘Retirement Date’ of a Product.
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The revision of a Multi-Site Quote, including the ability to retire a Product or change a product configuration, modify a Site Exit Date, and transfer the Billing Account associated to a site in a Multi-Site Quote Revision.
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The decomposition of a Multi-Site Quote Revision into Siebel Order Line Items, including the cancellation and replacement of future-dated, open order line items that were previously submitted and are rendered obsolete by new contract changes and service modifications.
Release Date: 18-Oct-13
Duration: 60 minutes
Credited To: -
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