You are on page 1of 52

<Insert Picture Here>

Application Integration Architecture


2.0 for Communications
EMEA Solution Architects
Functional Training
Feb 25-27, 2008

Siebel CRM Integration Pack for Oracle Communications Billing and


Revenue Management: Order to Bill
Matthijs Grimbergen
EMEA Consulting
February 25nd, 2008

AIA 2.0 for Communications Order To Bill


Objectives

Understand the context of the Order to Bill process


Understand the scope of the Order to Bill in context of AIA
2.0 PIPs
Understand the key integration sub-processes of the Order
to Bill business process
Understand the AIA 2.0 for Comms adopted methodology for
Order to Bill
Understand some of the key caveats, limitations and
constraints in the edge applications and the integration

Page 2

Business Flow Scenario: Order to Cash

Enter and Configure Order

Price Order

Capture
Capture
Order
Order

Configure
Configure
Order
Order

Any channel
XML, EDI, iStore
Phone etc
Single source!!!

Options
Exclusivity
Guided Buying
Guided Selling

Release Order
for Picking
Release
Release to
to
Warehouse
Warehouse
Pick Slip
Mobile Devices
Pick/Pack rules

Invoice Customer

Auto
Auto Create
Create
Invoice
Invoice
Auto created
Freight Charge
Credit Notes

ATP Check, Reserve

On-line
On-line
pricing
pricing
Coupons
Adv. Formulas
Free items

Check ATP
Schedule Order
Reserve stock
Cust. feedback Auto

Bill of Lading
Packing Slip
Custom doc.

Collect Cash

Cash
Cash
Collection
Collection
Receive Cash

Confirms shipment
Mobile Device

Plan
Plan
Shipment
Shipment

Credit check
Firm order
Demand created

Carrier Pick Up

Ship
Confirm
Confirm

Plan Shipment

Firm
Firm
Order
Order

Availability
Availability

Ship Confirm
Generate
Generate
Shipping
Shipping
Documents
Documents

Book Order

Carrier
Carrier
Pick
Pick Up
Carrier Notification
ASN to buyer

Optimisation
Grouping rules
Carrier choice

Returns

RMA
RMA
Approval
Approval
Manage returns

Analyse Performance
Manage
Manage
Process
Process
Quality
Risk Indicators
Backorders
Fulfilment
Delivery quality

Vision Corporation
Order Department
Shipment Department
Customer

Business Flow Scenario: Order to Cash

Enter and Configure Order

Price Order

Capture
Capture
Order
Order

Configure
Configure
Order
Order

Any channel
XML, EDI, iStore
Phone etc
Single source!!!

Options
Reconfiguration
Exclusivity
Guided Buying
/ Business
Rules

Release Order
for Picking
Release
Release to
to
Warehouse
Warehouse

Pick Slip
Mobile Devices
Pick/Pack rules

Invoice Customer

Auto
Auto Create
Create
Invoice
Invoice
Auto created
Recurring
Freight Charge
Billing
Credit Notes

ATP Check, Reserve

On-line
On-line
pricing
pricing

Precheck
/
Check ATP
Schedule Order
Resource
Reserve stock
Cust. feedback Auto
Reservation

Coupons
Adv. Formulas
Free items

Ship Confirm

Bill of Lading
Packing Slip
Custom doc.

Carrier
Carrier
Pick
Pick Up

Confirms shipment
Mobile Device

Collect Cash

Cash
Cash
Collection
Collection
Receive Cash

Carrier Notification
ASN to buyer

Provisioning / Activation

Plan
Plan
Shipment
Shipment

Credit check
Firm order
Demand created

Carrier Pick Up

Ship
Confirm
Confirm

Plan Shipment

Firm
Firm
Order
Order

Availability
Availability

Guided Selling

Generate
Generate
Shipping
Shipping
Documents
Documents

Book Order

Optimisation
Grouping rules
Carrier choice

Returns

RMA
RMA
Approval
Approval

Manage returns

Analyse Performance
Manage
Manage
Process
Process
Quality

Call Detail
Analysis

Risk Indicators
Backorders
Fulfilment
Delivery quality

Vision Corporation
Order Department
Communications
Shipment Department
Customer

Telco Order to Bill


Acquire
Merchandise

Service
Delivery
Platform

Billing and
Revenue Mgnt

Service
Fulfillment

eBusiness
Suite

Siebel
CRM

Customer Call

Capture &
Configure
Order

Validate Order

Network
Resource
Availibility

Update Order
Status

Submit Order

Merchandise
Availibility

Credit Check

Use Service

Pick/Ship
Merchandise

Decompose /
Orchestrate
service Orders

Post
Accounting

Activate
Services

Create Billing
Account

Start Billing

Create IP
Service

Rate & Bill


Usage

Trigger Rating

Page 5

AIA 2.0 for Communications Order To Bill PIP


Agenda

Order to Bill Overview


Process Integration for Product Lifecycle Management
Process Integration for Order Management
Summary and Business Benefits
Q&A

Page 6

Order to Bill
Business Process Steps
Design Products & Bundles

1.2.1.5 Product & Offer


Development &
Retirement

1.1.1.1.11
Manage Product
Offering
Inventory

BRM

Enter Account & Hierarchy

1.1.1.1.10 Manage
Customer Inventory

CRM

Create & Configure Order

1.1.1.5
Order
Handling

CRM

1.1.1.10 Bill Invoice


Management

BRM

Setup Products & Tariffs


Setup Service & Marketing Bundles

Submit Order
Run Billing Cycle

CRM

CRM

Page 7

Order to Bill
eTOM Processes

Page 8

Lack of integrated order to bill process leads to

Longer time to market for new products and services


Error prone orders due to manual order hand-offs
Product/offer inconsistencies due to manual entry errors
Delays in service activation and billing initiation
Inability to recognize revenue due to slow order processing
No single view of your customers
Dissatisfied customers Greater customer churn

Page 9

Revenue
Management

Siebel Call Center


Sales Catalog

Customer Order
Management

Oracle Financials
Billing
Management

General
Ledger

Financial
Management

Customer and
Product
Management

Application Integration Architecture 2.0


for Communications - Order to Bill

Oracle Billing and Revenue Management


Products and
Discounts

Rating

Billing and
Invoicing

Balance
Tracking

1.Siebel CRM to Oracle BRM enabling Order to Bill


2.Siebel CRM to Oracle BRM enabling Agent Assisted Billing Care
3.Oracle BRM to E-Business Suite enabling Revenue Accounting

Page 10

AIA 2.0 for Comms


Order To Bill PIP Overview
The Order To Bill Integration Pack provides three process
integrations
Processes Enabled

Overview

1. Process Integration for Product


Lifecycle Management
Oracle BRM Siebel CRM

Synchronizes billing products and discounts

2. Process Integration for Order


Management
Siebel CRM Oracle BRM

Automates order processing between Siebel

3.

Process Integration for


Customer Management
Siebel CRM Oracle BRM

from Oracle BRM to Siebel CRM

CRM and Oracle BRM

Synchronizes customer data between Siebel

CRM and Oracle BRM

Page 11

AIA 2.0 for Comms - Order To Bill


Integration Architecture
functional
processes
functional
Cross
processes
functional
processes

Requestor
Participating
Application

ABM

ABM

Requestor
ABC
service

ABCS WSDL Interface


Routing
ABCS Implementation

Optional Adapters
Validation
Transformation
Error Handling
Security

Provider
Participating
Application

EBM
EBM

EBM

Provider
ABC
service

EBS

EBS WSDL Interface


Routing
EBS Implementation

Optional Processes
Validation
Transformation
Error Handling
Security

Provider WSDL Interface


Routing
ABCS Implementation

Optional Adapters
Validation
Transformation
Error Handling
Security

Page 12

<Insert Picture Here>

AIA 2.0 for Comms Order to Bill


Process Integration for
Product Lifecycle Management

Page 13

Concept to Launch Process


AIA 2.0 Adopted Methodology
Oracle BRM

Siebel CRM
Synchronize
Products &
PriceLists
List
Price

Define Billing
Products

Rates and Rate Tiers


Currency and non-currency
resources
Product charging rules
Discounts
Discount exclusion rules

Billing Products:
Main Line 1000 (activation
$60, monthly $50, 1000
Anytime Mins, usage
$0.40/min)
Add-on Line (monthly $10)
Call Waiting (monthly $5)
Discount: 50% Discount for
first 3 mnths on mnthly charge

Decompose products w/
multiple price types
Construct billing bundles
Update Price List Line
Items

CRM Products:
CP: Main Line 1000 ($50/mon)
SP: Activation ($60)
SP: Add-on Line ($10/mon)
SP: Call Waiting ($5/mon)
SP: 50% Discount on first 3
months

Define Service
Bundles

Product selling rules


Eligibility rules
Up-sell/Cross-sell reco
Bundled Pricing
Attribute Adjustment
Discount Matrices for
segmentized pricing

Wireless Main Line Service


Main Line1000 ($50/mon)
Activation ($60)
Call Waiting ($5/mon)
50% Discount on first 3
months
Wireless Add-On Service
Add-on Line
Monthly($10/mon)
Call Waiting ($5/mon)

Define Marketing
Bundles

Contract Commitment and


Penalty
Bundle Upgrade
Bundle pricing
Early Termination Charges with
Proration
Contract based pricing

Wireless Bundle (one-year


contract)
Wireless Main Line Service
Wireless Add-On Service
Early Termination Charge:
$120, prorate linearly over 12
months

Page 14

Process Integration for Product Lifecycle Management


Data Model
Portal Pricing (Billing)

EBO

Siebel (CRM)

Plan

Balance
Group Rule

Deal

Price List

Service Type

Product

Discount

Resource
Price Line/Type
(1..N) (1..N)

Event Type

Price List
Line (1..N)

Event

Product

Product

Rate Plan

Balance
Impact

Legend:

Not Sync-ed

Sync-ed

Page 15

BRM to Siebel Basic Entity Mapping

Page 16

Process Integration for Product Lifecycle Management


Features

Products and Discounts Synchronization


o Real-time
o Batch

Optimized Products Synchronization


Product Definition Methodology and Best Practices

Page 17

Product Launch Methodology & Process Flow


Products and Discounts Real-time Synchronization
Starts by defining Products

and Discounts in Oracle


BRM
Products and Discounts are

either committed one at a


time or saved and then
committed in sets
Products and Discounts are

synchronized to Siebel
instantly when they are
committed in Oracle BRM.
Updates to the Products and

Discounts follow the same


process

Page 18

Product Launch Methodology & Process Flow


Products and Discounts Batch Synchronization
Starts by disabling the BRM

real-time product sync event

Like the real-time sync process,

continue by defining Products


and Discounts in Oracle BRM

Products and Discounts are

either committed one at a time


or saved and then committed in
sets

When done with a batch run the

batch utility (pin_export_price


<parameters>) to sync the
required set of Products and
Discounts from BRM to Siebel

Updates to the Products and

Discounts follow the same


process

Page 19

Products and Discounts Synchronization


Real-time vs Batch
Criteria

Real-time Sync

Batch Sync

Commit to BRM
Database

Run batch utility

Synchronization
Process

Instantaneous

Delayed

No of products
synchronized

Usually one

Ten or more

New products and


Updates

Initial Loading

Yes

No

Initiation Step

Usability
Real-time event
enabled

Note: The Product structure and the attributes are similar for both the processes

Page 20

Process Integration for Product Lifecycle Management


An Example
Oracle BRM

Siebel CRM

Products
Wireless Main Line 1000
MCF - $30
Wireless Main Line 2000
MCF - $50
Monthly 50 Mins Free
Wireless Activation
Activation - $20
Wireless Usage
Usage - $0.40 c/m
Internet
Activation - $10
MCF - $20
Usage - $.50 c/m
Discounts
Wireless Free Mins Discount
50% Off - First 3 Months

Page 21

Process Integration for Product Lifecycle Management


An Example
Oracle BRM
Products
Wireless Main Line 1000
MCF - $30
Wireless Main Line 2000
MCF - $50
Monthly 50 Mins Free
Wireless Activation
Activation - $20
Wireless Usage
Usage - $0.40 c/m
Internet

Siebel CRM
Wireless Main Line 1000 $30
Wireless Main Line 2000 -$50
Wireless Activation - $20
Wireless Usage
Wireless Free Mins Discount
50% Off - First 3 Months

CP: Internet
Internet Activation - $10
Internet MCF - $20
Created by Product Sync

Products mapped to

single events are


synched as Simple
Products.
Products mapped to

multiple events are


synched as Complex
Products (CP)

Activation - $10
MCF - $20
Usage - $.50 c/m

None currency resources

arent synced

Discounts
Wireless Free Mins Discount
50% Off - First 3 Months

Page 22

Process Integration for Product Lifecycle Management

Enterprise Business Services


Based on two Enterprise

Business Services (EBS)


Synchronize Item
product/discount synchronization

Synchronize PriceList
pricelist synchronization

Page 23

Process Integration for Product Lifecycle Management


Optimized Product Synchronization

Creates optimized product structure in Siebel CRM for products


with multiple billable events
o

Charges for the recurring event are merged into the complex product (CP) limits
overhead in Siebel for multi-event products

Implementation provided for Real-time and Batch Synchronization


Enabled by changing ESB routing rules

Page 25

Process Integration for Product Lifecycle Management


Default vis--vis Optimized Product Sync
Oracle BRM
Products
Wireless Main Line 1000
MCF - $30
Wireless Main Line 2000
MCF - $50
Monthly 50 Mins Free

Siebel CRM
Default Sync

Siebel CRM
Optimized Sync

Wireless Main Line 1000 $30

Wireless Main Line 1000 $30

Wireless Main Line 2000 -$50

Wireless Main Line 2000 -$50

Wireless Activation - $20

Wireless Activation - $20

Wireless Usage

Wireless Usage

Wireless Free Mins Discount

Wireless Free Mins Discount

50% Off - First 3 Months

50% Off - First 3 Months

CP: Internet

CP: Internet MCF - $20

Wireless Activation
Activation - $20
Wireless Usage
Usage - $0.40 c/m

Internet Activation - $10


Internet MCF - $20
Created by Product Sync

Internet
Activation - $10
MCF - $20
Usage - $.50 c/m

Internet Activation - $10

Reduces number of

products in CRM
Requires a simple

configuration

Discounts
Wireless Free Mins Discount
50% Off - First 3 Months

Page 26

Process Integration for Product Lifecycle Management


Methodology and Best Practices
Guidelines

for defining service bundles and Promotions


using synchronized billing products from Oracle BRM

Guidelines

for handling the following


Discounts
Physical Goods
One-time charges
Penalties

Page 28

Process Integration for Product Lifecycle Management


Methodology Example
Oracle BRM
Products
Wireless Main Line 1000
MCF - $30
Wireless Main Line 2000
MCF - $50
Monthly 50 Mins Free
Wireless Activation
Activation - $20
Wireless Usage
Usage - $0.40 c/m
Internet

Siebel CRM
Wireless Main Line 1000 $30
Wireless Main Line 2000 -$50
Wireless Activation - $20
Wireless Usage
Wireless Free Mins Discount
50% Off - First 3 Months

CP: Internet
Internet Activation - $10
Internet MCF - $20
Created by Product Sync

Products mapped to

single events are


synched as Simple
Products.
Products mapped to

multiple events are


synched as Complex
Products (CP)

Activation - $10
MCF - $20
Usage - $.50 c/m

None currency

resources arent synced

Discounts
Wireless Free Mins Discount
50% Off - First 3 Months

Page 29

Process Integration for Product Lifecycle Management


Service Bundle Example
Oracle BRM
Products
Wireless Main Line 1000
MCF - $30
Wireless Main Line 2000
MCF - $50
Monthly 50 Mins Free
Wireless Activation
Activation - $20
Wireless Usage
Usage - $0.40 c/m
Internet
Activation - $10
MCF - $20

Siebel CRM
Service Bundle 1
CP: Wireless Main Line Service

Wireless Free Mins Discount


50% Off - First 3 Months

Combine required and

optional products for easy


(re-)configuration of
features

Wireless Main Line 1000 $30


Wireless Main Line 2000 - $50
Wireless Activation - $20
Wireless Usage
Wireless Free Mins Discount
50% Off - First 3 Months

CP: Internet Access Service


CP: Internet
Internet Activation - $10
Internet MCF - $20

Are manually created by the


Product Admin.
include synched simple and/or
complex products

Service Bundle 2

Usage - $.50 c/m


Discounts

Service bundles

Need to have Billing Type


set (Service Bundle) and
Billing Service Type set (eg:
service/telco/gsm/telephony,
/service/ip, /account etc.)

Created by Product Sync


Manually created
Page 30

Process Integration for Product Lifecycle Management


Marketing Bundle Example
Oracle BRM
Products
Wireless Main Line 1000
MCF - $30
Wireless Main Line 2000
MCF - $50
Monthly 50 Mins Free
Wireless Activation
Activation - $20
Wireless Usage
Usage - $0.40 c/m
Internet

Siebel CRM

Siebel CRM

Promotion 1

Promotion 2

Wireless Promotion 1000 w/Internet


Access

Wireless
Promotion
w/Internet Access

CP: Wireless Main Line Service

CP: Wireless Main Line Service

2000

Wireless Main Line 1000 $30

Wireless Main Line 2000 - $50

Wireless Activation - $20

Wireless Activation - $20

Wireless Usage

Wireless Usage

Wireless Free Mins Discount

Wireless Free Mins Discount

CP: Internet Access Service


CP: Internet

CP: Internet Access Service


CP: Internet

Internet Activation - $10

Internet Activation - $10

Internet MCF - $20

Internet MCF - $20

Service bundles and Promotions are


manually created

Service bundles and Promotions are


manually created

Activation - $10
MCF - $20
Usage - $.50 c/m
Discounts
Wireless Free Mins Discount
50% Off - First 3 Months

Page 31

Process Integration for Product Lifecycle Management


Assumptions and Constraints
1. Only identified BRM entities are synchronized to CRM out-of-the-box
2. Discount Sharing Groups are not supported out-of-the-box in this release.
3. Physical goods synch and returns are not supported out-of-the-box in this release.
4. No out-of-the-box support for multiple brands within a single instance of BRM.
5. All component products within a service bundle reference products from the same
billing system.
6. Penalty Products: A default penalty product is defined within Siebel suspend
workflow process. The Siebel CRM administrator has to manually update the price of
the penalty product for the service. Alternatively, if the penalty product is
synchronized from Oracle BRM, then the Siebel CRM administrator has to manually
update the default Product Id with the new Product Id. The update is done at the
workflow process level.
7. Creation or updates to billing products and billing discounts occur in Oracle BRM.
The synchronization of billing products and billing discounts are one way. Billing
products created or updated in Siebel CRM will not be synchronized to Oracle BRM.
8. All of the billing products created via this integration must belong to one default
price list in Siebel CRM. Identify the price list in Siebel (or create one). The price list
information is set in the AIAConfigurationProperties.xml configuration file.

Page 32

Process Integration for Product Lifecycle Management


Key Features and Business Benefits
The Process Integration for Life Cycle Management delivered with the Comms Order
to Bill PIP automates product and price synchronization

Key Features

Product & price synchronization between


BRM and CRM

Real-time Synchronization
Batch Synchronization

Optimized Product synchronization


Product Definition Methodology

Key Business Benefits

Rapidly define, launch and offer


differentiated products

Maintaining consistent Product data


across multiple applications

Agnostic of Edge application upgrades


lowering support and maintenance costs

Lower cost of deployment, maintenance


and business operations

Page 33

<Insert Picture Here>

AIA 2.0 for Comms Order to Bill


Process Integration for
Order Management

Page 34

Order to Bill
AIA 2.0 Adopted Methodology
Siebel CRM

Oracle BRM
Process
Order

Capture &
Validate Order

Query Existing or Create New

Customer
Select/Configure Products

Apply Promotion Constraints and


Recommendations
Validate and Submit the Sales Order

Wireless Bundle (one-year


contract)
Wireless Main Line Service
Wireless Add-On Service
Early Termination Charge:
$120, prorate linearly over 12
months

Transform CRM Sales


Order to EBO Sales Order
Hand over to Order Decomposition and
Orchestration

Wireless Main Line Service


Main Line1000 ($50/mon)
Activation ($60)
Call Waiting ($5/mon)
50% Discount on first 3
months
Wireless Add-On Service
Add-on Line
Monthly($10/mon)
Call Waiting ($5/mon)

Siebel CRM
Update Status,
Status Update &
Interface to
Interface to Assets
Assets

Interface to
Billing

Create Customer Data


Create/Update Service
Instances, Purchase Products
& Discounts
Communicate Price overrides,
penalties and one-time
charges

Billing Products:
Main Line 1000 (<price
overrides>)
Add-on Line (<price
overrides>)
Call Waiting (<price
overrides>)

Create or Update Assets


Ready for Asset Based
Ordering

Wireless Main Line Service


Main Line1000 (Complete)
Activation (Complete)
Call Waiting (Complete)

Wireless Add-On Service


Add-on Line Monthly
(Complete)
Call Waiting (Complete)

Page 35

Basic Entity Mapping


Order to Bill
Siebel Entity

EBO

Portal Entity

Account
Billing Profile
Address

Customer Party

Account
Bill Info
Pay Info
Balance Group

Order Header
Order Lines

Order

Installed Asset

Service Instance
Purchased Product
Purchased Discount

Page 36

Process Integration For Order Management


Capture Order

Capture order in
Siebel CRM and
submit for
processing

Page 38

Process Integration for Order Management


Integration Scenario & Components

Page 39

Process Integration for Order Management


Features

Submit a new or MACD


Siebel Order for processing
Create Customer data in
Oracle BRM
Interface a new or MACD
Order to Oracle BRM
Update Order Line status in
Siebel CRM
Create or Update CRM
Installed Assets from Order

Page 40

Process Integration For Order Management


Submit Order For Processing
What does it do?
Transforms the Siebel Order
message into an Order EBM
Hands over to order decomposition
and order orchestration
Services provided
Siebel ProcessOrderABCS for
transformation
SalesOrderOrchestrationEBS.
process is configured (via ESB
routing) to call your Order
Decomposition and Orchestration
service

Page 41

Process Integration For Order Management


Key Order Transformations
Siebel Order

Order EBO

1. Wireless Promotion 1000 w/ Internet Access

1. Wireless Promotion 1000 w/ Internet Access

2. CP: Wireless Main Line Service Service Bundle

2. CP: Wireless Main Line Service Service Bundle

3.

Wireless Main Line 1000 - $30

3.

Wireless Main Line 1000 - $30

4.

Wireless Activation - $20

4.

Wireless Activation - $20

5.

Wireless Usage

5.

Wireless Usage

6.

Wireless Free Mins Discount

6.

Wireless Free Mins Discount

7. CP: Internet Service Service Bundle

7. CP: Internet Service Service Bundle

8.

8.

CP: Internet

9.

Internet MCF - $20

10.

Internet Activation - $10

Internet Recurring $20


- OneTime $10

Siebel ProcessOrderABCS converts


CP order lines for a multi-event product into
a single EBO Order Line with multiple charge
types.

Page 42

Process Integration For Order Management


Create Customer Data
What does it do?

Collates customer information from order


and creates account, contacts, addresses,
payment and billing preferences in Oracle
BRM
Services provided

InterfaceOrderToCustomerEBF for
collation
InterfaceCustomerToBillingEBF for
customer creation

Page 43

Process Integration For Order Management


Create Customer Data
Customer creation services are part of

the Process Integration for Customer


Management.
These services query Customer

information from Siebel CRM and create


the following data in Oracle BRM:

Account
Address
Contact
Bill-info
Pay-info

Page 44

Process Integration For Order Management


Interface Order to Billing
What does it do?
Creates or updates service instances,

balance groups, purchased product


and discount instances in Oracle BRM
Communicates the following to Oracle

BRM
o pricing information such as price

overrides, discounts, one-time and


penalty charges
o Communicates service identifiers and
changes to it (eg: Phone Number for
land-based or wireless phone service,
login for IP service)

Page 45

Process Integration For Order Management


Interface Order To Billing
AIA Configuration file property controls

Balance Group creation in Oracle BRM


Default account level balance group is
used for all services under the account
OR
Explicit balance groups are created for
unique combination of promotion and
billing profile.
Note Balance groups allow services within the
group to share resources such as free
minutes.

Page 46

Process Integration For Order Management


Interface Order To Billing
MACD actions supported
ADD
DELETE
UPDATE
o Service Account, Billing Account,

Billing Profile, Service ID, Price


SUSPEND
RESUME
MOVE-ADD and MOVE-DELETE
o To support service transfers

Page 47

Process Integration For Order Management


Interface Order to Billing
Services provided

The order orchestration process can


call the enterprise service
SalesOrderOrchestrationEBS to
interface an order to billing
PortalProcess BillingOrderABCS to
interface the order to Oracle BRM

Page 48

Process Integration For Order Management


Status Update
What does it do?

Update order line status in Siebel CRM

Services provided

SalesOrderEBS callable by an order


orchestration process to update order line
status
Siebel UpdateOrderLineStatusABCS to
update order line status in Siebel CRM

Page 49

Process Integration For Order Management


Status Update

Order line status changes as


order is processed

Page 50

Process Integration For Order Management


Interface to CRM Assets
The integration relies on Siebel CRM

functionality to create installed


assets from orders
Once order line status changes to

Complete
Siebel can be configured to trigger
auto-asset automatically
Or
Siebel auto-asset can be triggered
manually
Note The order orchestration process sets order
line status to Complete.

Page 51

Participating Application Enhancements


Communications Order to Bill

Siebel Application Enhancements

Support for multiple billing profiles per account


Support for multiple balance groups, balances and details for an
account
New web services for accounts, contacts, billing profiles, import of
product definitions, etc.
Enhanced integration support for one-time charges, order history
tracking, and move scenarios
Oracle Communications BRM Enhancements

Batch export utility for products and discounts already defined in


BRM
New and modified APIs to support integrated order management
process
New J2EE Connector Architecture (JCA) based Adaptor to increase
the performance and usability of CRM integration services
Web Services Description Language (WSDL) for each supported
operation
Page 52

Process Integration For Order Management


Assumptions and Constraints additional from Prod Mgmt
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Order quantity on service bundles is 1 not prohibited, but no special handling is


provided
The service account, billing account & billing profile are the same for all lines of a
service bundle
The integration assumes that a service bundle are root CP line items on an order
and cant be nested
Balance group membership is determined and fixed when the service instance is
created in Oracle BRM
Siebel CRM is the source system for both orders and installed assets.
Asset status in Siebel CRM will be out of sync with service instance status in Oracle
BRM if service instance status is changed as a result of Collections processing
No support for revision orders.
Follow-on orders should only get interfaced into billing after original order assets
are created in Siebel
Order lines that need to be sent to different billing systems will have different
billing profiles.
Interfacing an order to billing activates billing. Any billing activation pre-requesits
must have been managed and met through orchestration.

Page 53

Process Integration For Order Management


Summary and Benefits
The Process Integration for Order Management delivered with the Comms Order to
Bill PIP automates the order management process between Siebel CRM and Oracle BRM.

Key Features

Process sales order


Create customer data in billing
Initiate billing on fulfilled services
Update order line status
Create and update CRM assets

Key Business Benefits

Reduced errors through zero touch


integrated order management
Cross-application data consistency
and accuracy through pre-built
process integration and automated
billing provisioning
Lowered cost with pre-built,
standards based integration
between Siebel CRM and Oracle
BRM

Page 54

Q&A

&

Q U E S T I O N S
A N S W E R S

Page 58

You might also like