Customer Order Management

Part 1: Product Administration

Become a Siebel Customer Order Management expert with the complete curriculum for Product Administration.

This video training is ideal for experienced Siebel CRM practitioners who want to understand and master Product Administration, Siebel Configurator and Integration for Customer Order Management.

The course content covers “simple” as well as “customizable products” in great depth. In addition, you will learn about concepts such as Eligibility, Recommendations, Product Promotions and integration touchpoints for SOAP and REST.

The course content is valid for Siebel CRM 7.8 and later, including modern Siebel CRM Updates like 20, 21, 22 and 23 or higher.

Purchase the Product Administration video training in the Siebel Hub Shop (1-year subscription)

The course includes full course materials (PDF).

The Siebel Product Administration full course includes the following modules:

(CP = Customizable Product)

TitleDescription
Product Administration BasicsBasic concepts of Products in Siebel CRM. Simple, Bundle and Customizable Products.
Attributes and ClassesDetailed introduction to the concept of Attributes and Classes for Product Administration.
Price List BasicsBasic concepts for Pricing. For complete information and complex pricing options, see separate course.
CatalogsIntroduction to Catalogs and Categories for Product Administration.
CP: Structure and RelationshipsUnderstand how to create component-based customizable products.
CP: User InterfacesLearn how to create individual user interfaces for product presentation in Siebel Configurator.
CP: Resources and LinksUse Resources and Links for customizable products.
CP: ConstraintsLearn how to create rules to be evaluated by Siebel Configurator to assist users in making the right choices.
CP: PropertiesGet the most out of customizable products by defining Properties.
CP: ScriptingUnderstand how to use custom scripting within customizable products.
CP: Web TemplatesIntroduction to standard and custom Web Templates for customizable products.
Eligibility and CompatibilityIntroduction to the concept of Eligibility and Compatibility rules for Product Administration.
RecommendationsLearn how to create cross-sell and up-sell recommendations and set display options for messages.
Product PromotionsUnderstand how to create the marketing view of one or more products.
Workspace ProjectsIntroduction to Workspace Projects for Product Administration.
Product Administration APIIntroduction to the modern (Siebel 21.12 and higher) Industry REST API for Product Administration
Configurator and RCOISAdministrative tasks for Siebel Configurator, Performance and introduction to the Remote Complex Object Instance Service (RCOIS).
Bonus: SOAP Web ServicesAppendix module to understand SOAP/XML integration with Siebel CRM.
Bonus: REST APIAppendix module to learn all about the Siebel CRM REST API.

Part 2: COM Infrastructure

Become a Siebel Customer Order Management expert with the complete curriculum for Customer Order Management Infrastructure.

This video training is ideal for experienced Siebel CRM practitioners who want to understand and master the technical infrastructure of Siebel Customer Order Management, including PSP Engine, Signals, Variable Maps, Row Set Transformation Toolkit (RSTT), UMF and Integration via REST API.

The course provides a solid foundation for developers working with the Customer Order Management module.

The course content is valid for Siebel CRM 7.8 and later, including modern Siebel CRM Updates like 20, 21, 22 and 23 or higher.

Purchase the COM Infrastructure video training in the Siebel Hub Shop (1-year subscription)

The course includes full course materials (PDF).

The Siebel Customer Order Management Infrastructure video training includes the following modules:

TitleDescription
PSP EngineIntroduction to the Product Selection and Pricing engine.
SignalsDeep dive into Signals and how they can be used to invoke actions.
Variable MapsDetailed introduction to the concept of Variable Maps, Context Service and ISS Integration Objects.
Row Set Transformation Toolkit (RSTT)Understand the highly specialized RSTT business service and how to use it to transform property sets in memory. Includes complete Case Study.
Unified Messaging Framework (UMF)All about the framework behind messaging in Customer Order Management and how to use it for customization.
WaterfallsHow to add information to rows in the Row Set with the Waterfalls concept.
COM Business ServicesIntroduction to several key business services used throughout Customer Order Management.
Asset-Based OrderingOverview of the “Asset First” approach.
Bulk RequestsIntroduction to Bulk Requests for Quotes and Orders.
Commerce REST APIUnderstand the new (21.6 and later) REST API for Telco/Commerce/Product/Pricing.
Bonus: REST APIAppendix module to learn all about the Siebel CRM REST API.
Bonus: Asset-Based Ordering DetailsDeep-dive and demonstration on Asset-Based Ordering

Part 3: Pricing

Become a Siebel Customer Order Management expert with the complete curriculum for Customer Order Management Pricing.

This video training is ideal for experienced Siebel CRM practitioners who want to understand and master standard and advanced pricing techniques in Siebel Customer Order Management.

The course provides a solid foundation for developers and administrators working with the Customer Order Management module.

The course content is valid for Siebel CRM 7.8 and later, including modern Siebel CRM Updates like 20, 21 or 22.

Purchase the Pricing video training in the Siebel Hub Shop (1-year subscription)

The course includes full course materials (PDF).

The following courses are highly recommended as a pre-requisite:

The Siebel Customer Order Management Pricing video training includes the following modules:

TitleDescription
Pricing BasicsReview of standard Price List functionality.
Aggregate DiscountsImplement Aggregate Discounts and AD Sequences.
Customizable Product PricingUnderstand pricing strategies for customizable products (component-based pricing).
Discount MatricesLearn how to implement Discount Matrices and modify Pricing Procedure workflow processes.
Attribute AdjustmentsUnderstand attribute-based pricing.
Advanced PricingLearn how to implement advanced, custom pricing strategies, including hierarchical pricing.
Pricing APIIntroduction to the REST and SOAP integration options for COM Pricing.
Bonus: REST APIAppendix module to learn all about the Siebel CRM REST API.
Bonus: SOAP Web ServicesAppendix module for SOAP Web Services.

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