User interface for a complex order processing system

• US 7,379,903 B2
• Filed: 12/19/2001
• Issued: 05/27/2008
• Est. Priority Date: 12/17/2001
• Status: Expired due to Term

• Current Assignee: Oracle America, Inc. (Oracle Corporation)
• Original Assignee: Siebel Systems Inc. (Oracle Corporation)
• Inventors: Caballero, Richard Joseph, Lewis, Mark David, Sandrea, Carlos Alejandro
• Primary Examiner(s): O'Connor; Gerald J.
• Application Number:
  US10/028,541
• Publication Number:
  US 20070203798A1
• Time in Patent Office: 2,351 Days
• Field of Search: 705/26, 705/27, 705/37
• US Class Current: 705/26.4
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 30/0611 Request for offers or quotes
• CPC Class Codes: G06Q 30/0621 Item configuration or customization
• CPC Class Codes: G06Q 30/0635 Processing of requisition or of purchase orders
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Abstract

A user interface for a computerized complex order processing system presents a list of products and services associated with an account, a list of quotes associated with the account, a list of orders associated with the account, and several user-selectable options. The options allow the user to transfer a service profile by defaulting the existing services at an old location to a new location; add, modify, and disconnect products and services the service profile, quotes, and orders associated with a selected account. The options further allow the user to accept a quote, convert the quote to a sales order, update the amount of revenue to be generated by a quote, approve an order, and submit the order for provisioning.

Claims

1. A computer-implemented method comprising:

submitting an order for provisioning,

generating a list of accounts;

selecting a selected account by detecting selection of one of the accounts, wherein the selecting a selected account is performed using a computer;

generating a list of orders associated with the selected account, wherein

the list of orders comprises orders that have been submitted to an external provisioning system for provisioning,

the orders comprise the order, and

the computer and the external provisioning system are communicatively coupled to one another;

selecting a selected order by detecting selection of one of the orders that has been submitted for provisioning by the external provisioning system, wherein

the selecting a selected order is performed using the computer, and

the selected order is the order;

detecting a request to make a change to the selected order, wherein the request comprises a change to the selected order;

incorporating the change in the selected order;

submitting a re-submitted order by submitting the selected order for provisioning by the external provisioning system;

synchronizing the re-submitted order in the external provisioning system to override the one of the orders that had been submitted for provisioning; and

causing the re-submitted order to be provisioned by the external provisioning system.

2. The computer-implemented method, as set forth in claim 1, further comprising:

generating a list of items comprising the selected order;

determining whether each item in the list of items has been delivered;

selecting a selected item by detecting selection of one of the items; and

allowing a user to reconfigure the selected item if the selected item has not been delivered.

3. The computer-implemented method, as set forth in claim 2, further comprising:

changing the status of the selected item to indicate that the selected item has been updated.

4. The computer-implemented method, as set forth in claim 1, further comprising:

changing the status of the selected order to indicate that the selected order has been updated.

5. The computer-implemented method, as set forth in claim 1, further comprising:

generating a list of quotes associated with the selected account.

6. The computer-implemented method, as set forth in claim 1, further comprising:

generating a list of quotes associated with the selected account;

selecting a selected quote by detecting selection of one of the quotes;

detecting a request to make a change to the selected quote; and

incorporating the change in the selected quote.

7. The computer-implemented method, as set forth in claim 1, further comprising:

generating a list of assets associated with the selected account;

selecting a selected asset by detecting selection of one of the assets;

detecting a request to make a change to the selected asset; and

incorporating the change to the asset in a quote.

8. The computer-implemented method, as set forth in claim 7, further comprising:

submitting the selected quote to an order.

9. The computer-implemented method, as set forth in claim 7, further comprising:

generating a list of items comprising the selected asset;

selecting a selected item by detecting selection of one of the items; and

allowing a user to reconfigure the selected item.

10. The computer-implemented method, as set forth in claim 9, further comprising:

ungrouping the selected item with a quantity of more than one to a corresponding multiple of items; and

allowing the user to individually reconfigure each item of the multiple of items.

11. The computer-implemented method, as set forth in claim 9, further comprising:

generating a list of quotes associated with the selected account;

selecting a selected quote by detecting selection of one of the quotes; and

detecting selection of an option to update potential revenue based on the price of items in the selected quote.

12. The computer-implemented method as set forth in claim 7, wherein the change comprises disconnecting the asset.

13. The computer-implemented method, as set forth in claim 1, further comprising:

detecting selection of an option to create a quote for a new asset, wherein the quote is associated with the selected account;

generating a list assets comprising products and services available;

selecting a selected asset by detecting selection of an asset; and

invoking a product configurator to allow the user to configure the selected asset.

14. The computer-implemented method as set forth in claim 1 wherein the change comprises transferring the selected asset, the method further comprising:

detecting selection of an option to transfer the selected asset;

copying information about the configuration of the selected asset to a quote;

setting the status of items in the quote to indicate that the items are to be included in a service profile at a new address; and

copying information about the selected asset.

15. The computer-implemented method as set forth in claim 14, further comprising:

copying the information about the configuration of the selected asset to a second quote; and

setting the status of items in the quote to indicate that the items are to be disconnected in a service profile at an old address.