Siebel Order Management: Product Catalogue “Track as Asset” and SIS OM PMT Service – Trim Method

In Siebel Order Management, have you ever noticed that when an order is converted into an asset, some line items don’t get converted? You might wonder why this happens and which part of the configuration controls it. Let’s break it down in simple terms.

What is the “Track as Asset” Flag?

Out-of-the-box (OOTB) Siebel provides a “Track as Asset” flag in the Product Catalogue. This flag determines whether a product should be converted into an asset after the order is completed. If this flag is set to “Y” (Yes), then only the product will be assetized when the order is processed.

So, if you see a line item that hasn’t been assetized, the first thing to check is whether the “Track as Asset” flag is set to “Y” for that product in the product catalogue.

SIS OM PMT Service and the Trim Method

The SIS OM PMT Service plays a key role here. This service handles the process of processing order line items into assets. When an order item is being processed for assetization, the Trim method is used to check the “Track as Asset” flag for each product. If the flag is set to “N” (No) or is blank, this service will not create an asset for that order line item.

Where to Find This Configuration

You can check this OOTB configuration in the workflow called “SIS OM Apply Completed Service Order Line Item to Service Profile”, specifically in the step called “Trim Order Line Item”. This Workflow is called by Workflow “SWIOrderUpsertSubProcess” which is called by the main workflow “SWIOrderUpsert“. SWIOrderUpsert is called when an order is to converted to asset or to carry out auto asset.

What Does the Trim Method Do?

The Trim method is used to filter out order line items that don’t need to be processed. For example, if a line item does not need to be assetized when the order is completed, you can use the Trim method along with a KeepSpec expression to exclude it. This KeepSpec defines a set of rules that decide which line items should be included for processing and which ones should be excluded.

Here’s what the default KeepSpec does:

• It includes only line items where the Status is “Complete.”, or
• if the Action Code is set to “Existing.”, and
• line items where the Track as Asset flag is set to “Y.”

This helps ensure that only the valid and complete items are processed, while others are excluded.

How You Can Use the Trim Method in Business Logic

The SIS OM PMT Service and Trim method can be customized based on your business needs. For instance, let’s say that a product has its Track as Asset flag set to “Y” because it’s chargeable. By default, this product will always be assetized. But what if your business requirement says that if the product is sold for $0, it should not be assetized?

In this case, you can modify the KeepSpec expression in the Trim method to exclude this product when its price is zero. This way, you have full control over which products get converted to assets based on your business requirements.

The “Track as Asset” flag in Siebel’s Product Catalogue and the SIS OM PMT Service (with the Trim method) work together to control which products get converted to assets after an order is completed. By using the Trim method and the KeepSpec expression, you can customize the process to exclude certain line items from being assetized, based on specific business rules.

This feature provides flexibility and ensures that only the right products are tracked as assets, simplifying order and asset management.