Siebel Product Administration Guide - Oracle
Siebel ProductAdministration GuideSiebel Innovation Pack 2013Version 8.1/8.2September 2013
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ContentsSiebel Product Administration Guide 1Chapter 1: What’s New in This ReleaseChapter 2: Overview of Product AdministrationProduct Administration19Roadmap for Creating Simple Products with AttributesRoadmap for Creating Products with Components2021When to Use Siebel Configurator, Compatibility, Eligibility, and Product ValidationRules 24About Working with Product Administration25Chapter 3: Basic Product AdministrationAbout the Product Record27Process of Creating Simple Products32Creating a Product Record 33Associating a Product with Price ListsSetting Up User Access To a ProductReleasing a Simple Product 343333Setting Up Products with Recurring PricesCreating Product Lines3535Defining Product Features36Defining Related Products37Defining Equivalent Products38Comparing Features of Equivalent ProductsCreating Product Entitlements3839Associating Literature with Products40Associating Product News with ProductsUploading a New Image in the ApplicationAssociating Images with Products404141Creating Product Field Service Details and Measurements41Siebel Product Administration Guide Version 8.1/8.23
Contents Exporting and Importing Products42About Managing Product Records42Editing Product Records 42Copying Product Records 42Deleting Product Records 43Exporting Product Records for DisplayCreating a Product List Report4344Chapter 4: Multilingual Translations for Product DataAbout Product Data Translation47Translating the Product Description48Translating Product Class Display NamesTranslating Attribute Names49Translating Attribute Definition NamesTranslating Attribute Values495051Translating Configuration Rule ExplanationsTranslating Relationship NamesTranslating UI Group Names515253Translating UI Property Values53Chapter 5: Product BundlesAbout Product Bundles55Creating Simple Product BundlesModifying Simple Product BundlesDeleting Simple Product Bundles555657Controlling How Bundle Components are Forecast57Chapter 6: Products with AttributesComponent-Based Versus Attribute-Based PricingAbout Product AttributesAbout Product Classes6060About the Product Class HierarchyAbout Attribute DomainsAbout Hidden Attributes459616264Siebel Product Administration Guide Version 8.1/8.2
Contents Scenario for Creating Products with AttributesProcess of Creating Products with Attributes6465Creating Attribute Definitions 66Creating Product Classes in a Hierarchy 67Associating Attributes with a Product 69Setting Up Attribute Pricing 69Setting Up Required Attributes69Setting a Read-Only Value for an Attribute of a Product70Creating a Siebel Configurator Engine Read-Only Attribute71Creating a Configuration Session Specific Computed Attribute72Binding an Attribute Value to a Line Item Integration Component FieldChanging Inherited Properties of Attributes74Changing the Hidden or Required Settings for a Product AttributeAbout Managing Product Classes7778Viewing Related Objects for Product ClassesEditing a Product Class Definition 78Deleting Product Class Records 80Exporting or Importing Product Classes 80About Managing Attribute Definition Records7882Viewing Related Objects for Attribution DefinitionsEditing Attribute Definitions 83Deleting Attribute Definitions 83Viewing Product Attributes738283Chapter 7: Product Attributes with Business ComponentDomainsAbout Attributes with Business Component Domains85About the UI Properties for Attributes with Business Component DomainsProcess of Creating an Attribute with a Business Component Domain8687Adding the Attribute to a Selection Page 88Associating the Attribute with a Business Component 89Setting Up Multiple Fields for Display 90Creating a Business Component Field Constraint 92Creating an Attribute Value Constraint 95Creating a Search Expression Based on the Current Instance 95Refreshing Attributes with Business Component Domains 98Siebel Product Administration Guide Version 8.1/8.25
Contents Chapter 8: Smart Part Numbers for Products withAttributesAbout Smart Part Numbers101Roadmap for Creating Smart Part Numbers102Process of Creating Dynamically Generated Smart Part Numbers103Creating a Part Number Generation Record 105Defining the Part Number Templates 105Mapping Attribute Values to the Template 106Testing the Part Number Templates 106Editing a Dynamic Generation Method106Process of Creating Predefined Smart Part NumbersCreating a Part Number Generation Record 107Selecting the Attributes for Predefined Part NumbersCreating the Part Number Matrix 108Testing the Part Number Matrix 109Editing a Predefined Generation Method107108109Assigning Smart Part Numbers to a Product110Viewing a Product’s Smart Part Number in a Quote110Updating a Generation Method with Attribute Changes111Chapter 9: Designing Products with ComponentsAbout Products with Components113About Products with Components and Product ClassesAbout RelationshipsAbout Cardinality113114116Guidelines for Designing Products with ComponentsProcess of Designing a Product with Components118118Creating Product Records for a Product with Components and for Its ComponentsAdding a Single Product as a Component 119Adding Products as Components Using the Class Domain 120Adding Products as Components Using the Dynamic Class Domain 122Adding a Group of Products from Different Classes as Components 123Adding a Product with Components as a Component 124Refreshing the Customizable Product Work SpaceEnabling the Customize Button125About the Siebel Configurator Save Button6125126Siebel Product Administration Guide Version 8.1/8.2119
Contents About Managing the Structure of Products with ComponentsEditing a Relationship Definition 126Deleting Products from Products with ComponentsCopying Products with Components 127Creating a Report on a Product’s Structure126127128Chapter 10: Managing Products with ComponentsAbout Auto MatchAbout Finish It!129130Viewing Relationships for Products131Using Product Classes as Templates for Products with ComponentsAbout Bundles as Products with Components132Converting a Bundle to a Regular Product with ComponentsConverting a Regular Product with Components to a BundleDefining an Asset with Components131133133134Controlling How Products with Components Are Taxed137Controlling How Products with Components are Forecast138Chapter 11: Creating Custom Siebel Configurator UserInterfacesAbout Default and Custom Siebel Configurator User InterfacesAbout the Siebel Configurator User Interface ViewAbout Themes for the Siebel Configurator141141About Creating a Menu-Based Siebel Configurator UIAbout Siebel Configurator UI GroupsAbout Siebel Configurator UI Controls139144146146About High Interactivity, Standard Interactivity, and Self Service UIsAbout Pricing Integration with Siebel ConfiguratorCreating Custom UIs for Customizable Products148149150Process of Creating a Custom Siebel Configurator User InterfaceCreating the Siebel Configurator User Interface Record 151Selecting the Base and Product Themes 151Enabling the Multiselect Feature for Siebel Configurator 152Enabling the Quick Edit Feature for Siebel Configurator 153Grouping Items onto Pages of the Siebel Configurator User Interface150156Siebel Product Administration Guide Version 8.1/8.27
Contents Adding a Summary Page to the Siebel Configurator User InterfaceAssigning Siebel Configurator Interfaces to Users 159The Grid Layout Group Theme158161About the Grid Layout Group Theme 161Creating the Grid Layout Group User Interface 162Guidelines for Using the Grid Layout Group Theme 164Example of Using the Grid Layout Group Theme 165Tasks for Setting Up the Siebel Configurator HI User Interface167Setting Up the Grandchild Display of the HI Siebel Configurator User Interface 168Using the Attribute Inline Display Control in the HI Siebel Configurator User Interface171Validating the User Interface for Customizable Products 173About Managing Item Groups173Chapter 12: Siebel Configurator UI PropertiesAbout Siebel Configurator UI PropertiesAbout Predefined UI PropertiesUsing User-Defined UI PropertiesDefining a UI Property175176181182Creating Dynamic Siebel Configurator User Interface Controls182About Using CfgEval() 183Dynamically Showing and Hiding Siebel Configurator Controls 184Example of Dynamically Showing and Hiding Siebel Configurator ControlsDynamically Making Siebel Configurator Controls Read-Only 187Dynamically Displaying Images in Siebel Configurator 187186Chapter 13: Siebel Configurator Web TemplatesAbout Customizable Product Web TemplatesAbout UI Properties in Web TemplatesAbout UI Property Values191193193Creating a New Web Template195Modifying the Display Name of a Customizable Product196Example of Modifying the Display Name of a Customizable ProductModifying the Display Name of Groups200Example of Modifying the Display Name of GroupsModifying the Display Name of Items8202203Siebel Product Administration Guide Version 8.1/8.2199
Contents Example of Modifying the Display Name of Items206Chapter 14: Configuration ConstraintsAbout Configuration Constraints209About Start and End Dates for Configuration ConstraintsAbout the Configuration Constraints View211Guidelines for Creating Configuration ConstraintsCreating Configuration ConstraintsTuning Configuration Constraints210212212216Sequence Number List Column 216GoalMode Processing Order Example 217Using the GoalMode UI Property 218Setting Constraints for Numeric Attributes219Creating Groups of Related Configuration Constraints219Activating and Deactivating Configuration Constraints219About Managing Configuration Constraints220Editing Configuration Constraints 221Copying Configuration Constraints 221Deleting Configuration Constraints 222Creating Configuration Constraint Templates222Creating a Configuration Constraint Summary Report224Chapter 15: Configuration LinksAbout Configuration Links225Creating a Business Component Configuration LinkCreating a Context Variable Link227229Creating a System Variable Configuration LinkAbout Managing Configuration Links230231Editing a Configuration Link DefinitionDeleting a Configuration Link 231231Chapter 16: Configuration ResourcesAbout Configuration ResourcesCreating Configuration Resources233234Managing Resources Using Configuration Constraints234Siebel Product Administration Guide Version 8.1/8.29
Contents About Managing Configuration Resources235Editing Configurator Resource DefinitionsDeleting Configuration Resources 235235Chapter 17: Configuration Constraint Template ReferenceAbout Configuration Constraint Processing238About Configuration Constraint Conditions239Compound Logic and Comparison Operators in Configuration ConstraintsArithmetic Operators in Configuration ConstraintsAttribute Value (Advanced) TemplateConditional Value TemplateConstrain Template243244245Constrain Attribute Conditions TemplateConstrain Attribute Value Template245245Constrain Conditionally Template246Constrain Product Quantity Template247Constrain Relationship Quantity TemplateConstrain Resource Value TemplateDisplay Message Template247248249Display Recommendation TemplateExclude Template249250Procedural Condition Templates255Procedural-Condition Check Template 256Set Procedural Conditional Variable TemplateExample of Using Procedural Condition RulesProvide and Consume TemplatesRelationship Item Constraint Template261262263Require (Mutual) Template268Set Initial Attribute Value Template269Set Initial Resource Value Template270Set Preference Template10257257258Simple Provide and Consume TemplatesRequire Template242270Siebel Product Administration Guide Version 8.1/8.2240
Contents Chapter 18: Siebel Configurator Rule Assembly LanguageWhy Use Rule Assembly Language?About Rule Assembly Language273273Creating Constraints Using the Assisted Advanced Constraint TemplateCreating Constraints Using the Advanced Constraint TemplateManaging Constraints Written in Rule Assembly LanguageAbout Specifying Data in Rule Assembly LanguageAbout Operators in Rule Assembly Language274275278279279Data Operators in Rule Assembly Language 281Boolean Operators in Rule Assembly Language 281Comparison and Pattern Matching Operators in Rule Assembly Language 284Arithmetic Operators in Rule Assembly Language 285Attribute Operators in Rule Assembly Language 287Conditional Operators in Rule Assembly Language 289Special Operators in Rule Assembly Language 289Customizable Product Access Operators in Rule Assembly Language 293Examples of Constraints Using Rule Assembly Language293Chapter 19: Siebel Configurator ScriptsAbout Siebel Configurator Scripts297About Siebel Configurator Script Processing298About Product Names in Siebel Configurator ScriptsAbout Product Path in Siebel Configurator ScriptsSiebel Configurator Script Events and Methods300301303Cfg InstInitialize Event 303Cfg ChildItemChanged Event 304Cfg AttributeChanged Event 306Cfg InstPostSynchronize Event 308Cfg ItemChanged Event 309Cfg OnConflict Event 310OnAttributeSelected Event 311OnChildItemSelected Event 311GetInstanceId Method 312GetCPInstance Method 312GetObjQuantity Method 314AddItem Method 315RemoveItem Method 316Siebel Product Administration Guide Version 8.1/8.211
Contents SetAttribute Method 317GetAttribute Method 318BatchRequest Method 318Creating Siebel Configurator Event Scripts322Creating Siebel Configurator Declarations Scripts323Reviewing the Siebel Configurator Script Log File324About Managing Siebel Configurator Scripts325Editing Siebel Configurator Scripts 325Deleting Siebel Configurator Scripts 325Chapter 20: Testing Products and Using Workspace ProjectsTesting a Product with Components in Validation ModeAbout Scenario Tester and Workspace ProjectsProcess of Testing Products with Scenario Tester327329331Defining a Workspace Project for Scenario Testing 331Defining the Contents for Scenario Testing 332Creating Scenarios for Scenario Testing 333Validating Scenarios 335Correcting Product Definitions and Retesting 336Displaying Only the Project in Use336Working with the Scenario XML FileBatch Validating Scenarios336337Chapter 21: Releasing Products and Other VersionedObjectsAbout Versions of C/OM Objects339About Avoiding Duplicate Versioned Objects During Product Data MigrationCreating Time Slice Reports for Product VersionsReleasing Products for UseDeleting Product Versions342343344Replacing Earlier Product Versions344Displaying Product Versions that Are Available to CustomersMaking Products Unavailable to CustomersReverting to Earlier Versions of Products345346Releasing Multiple Products Using Workspace Projects12346Siebel Product Administration Guide Version 8.1/8.2345340
Contents Managing Products Using Workspace ProjectsMigrating Products Among Environments347347Chapter 22: Product and Promotion Eligibility andCompatibilityAbout Product and Promotion Eligibility351About Eligibility Rules and Configuration Constraints for Siebel CRM Version 7.7 andEarlier 352Defining How Eligibility Output DisplaysDefining Eligibility Groups353355Defining Product and Promotion Eligibility Rules355Defining Eligibility for Products with Components and for Component ProductsDefining Eligibility for Product AttributesCreating Eligibility Matrices358361About Product and Promotion CompatibilityAbout Compatibility Rules357362363About Pre-Pick Compatibility364Enabling Pre-Pick CompatibilityDefining Compatibility Groups365368Defining Compatibility Rules for Products and PromotionsCreating Compatibility Matrices369372Verifying Quotes and Orders for Eligibility and CompatibilityEligibility and Compatibility Workflow Reference373374Product Eligibility & Compatibility - Default Workflow 375Product Compatibility - Default Workflow 376Compatibility Multiple Popup Workflow 378Configurator Eligibility Compatibility Workflow 379Check Eligibility & Compatibility - Default Workflow 380Pricing and Eligibility Procedure - Default Workflow 381Chapter 23: Creating Validation Rules for CustomizableProductsAbout Validation for Customizable Products383Scenario for Product Validation Using Custom Validation ServicesActivating Workflows for Product Validation384385Siebel Product Administration Guide Version 8.1/8.213
Contents Setting Up Product Validation Using the Simple Expression Business ServiceSetting Up Product Validation Using Custom Validation ServicesAbout Creating Custom Rule Checkers386390392PreValidate Method 392Validate Method 395Chapter 24: Siebel Configurator Technical ReferenceSiebel Configurator Architecture403Siebel Configurator Server DeploymentEnabling Snapshot ModeEnabling Auto Match404404404Specifying Keep Alive Time for Configuration Sessions405Enforcing the Field Length for Entering Advanced RulesDisplaying RAL in the Constraints ViewTurning Off Default Instance CreationRevising the Default CardinalitiesConfiguring the Object Broker406407408408Displaying Fields from S PROD INT in Selection PagesASIs for Managing Products405408411Auto Match Business Service for Siebel Configurator413Operating System Environment Variables Used with Siebel Configurator414Chapter 25: Configurator Workflow and Method ReferenceSiebel Configurator Workflow guratorConfiguratorCleanup Workflow 417Load Workflow 418Save Workflow 418Validate Workflow 419External Validate WorkflowSiebel Configurator Methods Reference417419420LoadInstance Method 420Validate Complex Product From Property Set MethodAppendMessages Method 42314422Siebel Product Administration Guide Version 8.1/8.2
Contents Chapter 26: Siebel Configurator API ReferenceAbout Siebel Configurator APIs425Instance APIs for the Complex Object Manager426LoadInstance Method 427CreateSession Method 430SetInstance Method 430SyncInstance Method 431UnloadInstance Method 432GetAllPorts Method 432EnumObjects Method 433GetAttribute Method 434GetFieldValues Method 434GetInstance Method 435GetParents Method 435GetPossibleDomain Method 435GetPossibleValues Method 436GetProductId Method 436GetRootPath Method 437HasGenerics Method 437GetConditionVal Method 438Instance APIs to Interact with Conflicts and Messages438GetDetailedReqExpl Method 438GetExplanations Method 439GetSignals Method 439RemoveFailedRequests Method 440UndoLastRequest Method 440Instance APIs to Set Product and Attribute Values441AddItem Method 441CopyInstance Method 442GetLinkedItemValues Method 442RemoveItem Method 443ReplaceItem Method 444RepriceInstance Method 445SetAttribute Method 445SetItemQuantity Method 446SetFieldValue Method 446SetLinkItemValues Method 447Object Broker Methods448GetProdStruct Method 448DeltaQuote Method 449Siebel Product Administration Guide Version 8.1/8.215
Contents Instance APIs to Select the Siebel Configurator User InterfaceSelectCfgUIService MethodSetUIOption Method 454452Instance API to Validate Customizable ProductsBatchValidate Method452457457Chapter 27: Siebel Configurator Version 6.x, 7.0 and 7.5Upgrading Version 6.x Models to Version 7.0 and 7.5Managing Models in Version 6.x and 7.x461462Designing the Catalog in Version 6.x and 7.x463Working with Properties in Version 6.x and 7.x464Working with Resources in Version 6.x and 7.x464Working with Linked Items in Version 6.x and 7.x464Designing Rules and Logical Expressions in Version 6.x and 7.xDesigning Scripts in Version 6.x and 7.x465466Quote Integration and Configuration Assistant in Version 6.x and 7.xIndex16Siebel Product Administration Guide Version 8.1/8.2468
1What’s New in This ReleaseWhat’s New in Siebel Product Administration Guide, Version 8.1/8.2No new features have been added to this guide for this release. The following topics were revised toimprove the technical accuracy of this guide: “PreValidate Method” on page 392. Modified the sample code. “Turning Off Default Instance Creation” on page 407. Used the precise names of the businesscomponents. “Creating a Configuration Session Specific Computed Attribute” on page 72. Modified the topic todescribe changed behavior of the application. “About Predefined UI Properties” on page 176. Clarified the description of the propertyMatchNewItemsInSolution.What’s New in Siebel Product Administration Guide, Version 8.1 Rev BNo new features have been added to this guide. The following topic was revised to improve thetechnical accuracy of this guide:“Enabling Pre-Pick Compatibility” on page 365. Provided updated server parameter name.What’s New in Siebel Product Administration Guide, Version 8.2Table 1 lists changes described in this version of the documentation to support release 8.2 of thesoftware.Table 1.New Features in Siebel Product Administration Guide, Version 8.2TopicDescription“About Working with ProductAdministration” on page 25Modified topic. Includes added information about creatingproduct definitions through scripting.“Refreshing Attributes with BusinessComponent Domains” on page 98Modified topic. Includes new information about how to refreshattributes with business component domains.“About High Interactivity, StandardInteractivity, and Self Service UIs”on page 148Modified topic. Removes information about self-serviceapplications that are no longer supported.“Creating a Business ComponentConfiguration Link” on page 227Modified topic. Adds information about the Link Specificationand Force Active properties and about default values ofnumeric and date topics.Siebel Product Administration Guide Version 8.1/8.217
What’s New in This Release Table 1.New Features in Siebel Product Administration Guide, Version 8.2TopicDescription“Procedural-Condition CheckTemplate” on page 256Modified topic. Adds an example illustrating how this templateis used.“SetAttribute Method” on page 317Modified topic. Adds information about the LICflag argument.18Siebel Product Administration Guide Version 8.1/8.2
2Overview of ProductAdministrationThis chapter provides an overview of product administration. It includes the following topics: “Product Administration” on page 19 “Roadmap for Creating Simple Products with Attributes” on page 20 “Roadmap for Creating Products with Components” on page 21 “When to Use Siebel Configurator, Compatibility, Eligibility, and Product Validation Rules” on page 24 “About Working with Product Administration” on page 25Product AdministrationThis guide explains product administration for a number of different types of products. You only haveto read the chapters that apply to the types of product your company sells.Simple Products Without AttributesThis is a product that only comes in one form, such as a book. The customer does not make anydecisions about features of the product.To create simple products without attributes, read Chapter 3, “Basic Product Administration.”Product BundlesA product bundle is a group of products sold together. It cannot be customized.For example, you might offer customers vacation packages that include airfare, hotelaccommodations for a specific number of days, and specific special events, all for one price.To create this sort of product, you must read: Chapter 3, “Basic Product Administration” Chapter 5, “Product Bundles”Simple Products with AttributesA product with attributes has features that the customer can choose but does not have componentsthe customer can choose.For example, a customer buying a t-shirt might be able to choose the shirt’s color and its size. Theshirt has two attributes, color and size. Each of these attributes has several possible values, such aswhite, gray, black, and S, M, L, XL.Siebel Product Administration Guide Version 8.1/8.219
Overview of Product Administration Roadmap for Creating Simple Products withAttributesFor information about creating simple products with attributes, see “Roadmap for Creating SimpleProducts with Attributes” on page 20.Products with ComponentsThis is a product with components that a customer can select.For example, a customer buying a computer might have to select a mouse, a floppy disk drive, amonitor, and other components.For information about creating products with components, see “Roadmap for Creating Products withComponents” on page 21.Product CompatibilityYou can define global rules that specify which products and promotions are compatible with eachother.For more information, see Chapter 22, “Product and Promotion Eligibility and Compatibility.”Product EligibilityYou can define global rules that specify which customers are eligible to buy products and promotions.For more information, see Chapter 22, “Product and Promotion Eligibility and Compatibility.”Product Validation RulesFor special cases where you want to create custom business services to check the compatibility ofproducts, you can use product validation rules.For more information, see Chapter 23, “Creating Validation Rules for Customizable Products.”TranslationsIf you are working with any of these types of products and you have to translate the interface intomultiple languages, you must also read: Chapter 4, “Multilingual Translations for Product Data.”Roadmap for Creating Simple Productswith AttributesA simple product with attributes has features that the customer can choose but does not havecomponents the customer can choose.For example, a customer buying a t-shirt might be able to choose the shirt’s color and its size. Theshirt has two attributes, color and size. Each of these attributes has several possible values, such aswhite, gray, black, and S, M, L, XL.To create a simple product with attributes, perform the following tasks:20Siebel Product Administration Guide Version 8.1/8.2
Overview of Product Administration Roadmap for Creating Products with Components Create the product. You create this in the same way you create other simple products. SeeChapter 3, “Basic Product Administration.” Define the attributes of the product. You must define what attributes the product has andthe valid values for each attribute. See Chapter 6, “Products with Attributes”For a more advanced method of defining attributes, see Chapter 7, “Product Attributes withBusiness Component Domains.” Decide whether to use the default user interface or create a custom user interface. Forinformation about the default interface, see “About Default and Custom Siebel Configurator UserInterfaces” on page 139. Design the custom user interface. If you decide to create a custom interface, see Chapter 11,“Creating Custom Sieb
Siebel Product Administration Guide Version 8.1/8.2 9 Example of Modifying the Display Name of Items 206 Chapter 14: Configuration Constraints About Configuration Constraints 209 About Start and End Dates for Configuration Constraints 210 About the Configuration Constraints View 211.File Size: 1MB
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Thomas M. Siebel . Aspenia. 79. 2018. Thomas M. Siebel is Chairman and CEO of C3 IoT. He previously founded Siebel Systems and the Thomas and Stacey Siebel Foundation, which cre ated the Siebel Energy Institute in 2015. 097-108 Siebel-ing 79 SCENARIO.indd 98 11/06/18 15.01
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