Enterprise Sales Management Communications Data Model (Managed Package)

Enterprise Quote Model

A single enterprise quote supports many line items. Its Quote object uses the Working Cart record type to configure, validate, and price line items. When you work with quote members and configure offers, subsets of line items are copied to the working cart, where they are modified, validated, priced, and then copied back to the enterprise quote's line items.

Enterprise Sales Management Objects

Enterprise Sales Management uses the following objects:

• Account: The following record types support the customer account hierarchy:

  • Business Account: This record type is used for the root customer account. Secondary accounts under the business account represent your customer's account hierarchy and manage billing, service accounts, aggregation, and assets.

  • Billing Account: Used for billing details for a set of B2B services under the customer's parent business account

  • Service Account: Any Contact  to whom you deliver a product or services service (Asset) and is identified through a User Account

• Asset: Stores details about the product or service owned by the account to be used throughout the asset-based ordering lifecycle

• Opportunity: An enterprise sales opportunity for the customer account that can have multiple enterprise quotes

• Order: The following Order object record types support Enterprise Sales Management features:

  • Enterprise Order: Supports large-transaction orders

  • Primary Order: Supports large multi-site and multi-subscriber orders broken into a collection of sub-orders

  • Sub Order: Supports sub-order that are part of a large primary order used for a single location, subscriber, or set of line items that are not associated with any quote member

• Premises: Stores details about the locations where services are provided, which can be derived from bulk uploads to an enterprise quote or subsequent edits

• Price Book Entry: A product, its price, and its currency as listed in a price book, which represents the products that your company offers

• Quote: The following Quote object record types support Enterprise Sales Management features:

  • Enterprise Quote: Supports large-transaction quotes

  • Group Cart: Holds the configured offers to be applied to members or groups

  • Working Cart: A temporary cart that enables you to configure, validate, and price offers, which are then copied back to the enterprise quote's line items

• Quote Group: Stores collections of quote members (locations or subscribers). You can create quote groups and apply specific offer configurations to them, which are validated and priced together

• Quote Line Item: Stores individual products and services for an enterprise quote

• Quote Member: Stores details about locations or subscribers, which can be derived from bulk uploads to an enterprise quote. You can assign specific offer configurations to individual quote members.

• Quote Product Relationship: Stores the relationship between a quote and the products associated with it.

Related Information

• Communications Data Model
• Accounts in Communications, Media and Energy
• Enterprise Quoting ERD