Detailed Course Outline
Customer Order Management Overview
Administering Simple Products
- Describing simple products
- Creating and entering detail for simple products
- Versioning and releasing a product record
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
Pricing Overview
- Pricing Overview
- Creating volume discounts
Administering Catalogs and Categories
- Describing a product catalog
- Creating catalogs and categories
- Adding products to categories
- Understanding product catalog visibility
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
Administering Constraints
- Creating constraints to enforce business logic during product configuration
- Describing commonly-used rule types
Administering Eligibility and Compatibility
- Describing Eligibility and Compatibility examples and usage scenarios
- Defining Eligibility and Compatibility matrices
- Administering Eligibility and Compatibility rules
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
Administering Recommendations
- Describing product and promotion recommendation functionality
- Creating product and promotion recommendations
- Defining messages using Unified Messaging administrative views
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
Object Definitions
- Object Types and Definitions
Siebel Tools
- Using Siebel Tools to Examine Object Definitions
Business Services
- Business Services in Siebel CRM Applications
Modifying Siebel Workflow Processes
Administering Advanced Pricing Policies
- Creating Aggregate Discounts
- Pricing Component-Type Customizable Products
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
Price Waterfalls
- Generating a Price Waterfall
- Extending a Price Waterfall
Configuring Advanced Pricing Policies
- Implementing Attribute Adjustments
- Implementing Discount Matrices
- Implementing Hierarchical Discounts
- Implementing Aggregate Volume Discounts