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1. 发明申请

US20070203798A1 USER INTERFACE FOR A COMPLEX ORDER PROCESSING SYSTEM 有权
标题翻译：复杂订单处理系统的用户界面
公开(公告)号：US20070203798A1
公开(公告)日：2007-08-30
申请号：US10028541
申请日：2001-12-19
申请人： Richard Caballero , Mark Lewis , Carlos Sandrea
发明人： Richard Caballero , Mark Lewis , Carlos Sandrea
IPC分类号： G06Q30/00
CPC分类号： G06Q30/06 , G06Q10/06 , G06Q10/087 , G06Q30/0611 , G06Q30/0621 , G06Q30/0635 , G06Q40/04
摘要： 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
摘要翻译：用于计算机化的复杂订单处理系统的用户界面呈现与帐户相关联的产品和服务的列表，与该帐户相关联的报价列表，与该帐户相关联的订单列表以及若干用户可选择的选项。选项允许用户通过将旧位置的现有服务默认转移到新位置来传输服务配置文件; 添加，修改和断开与所选帐户相关联的服务配置文件，报价和订单的产品和服务。这些选项进一步允许用户接受报价，将报价转换为销售订单，更新由报价生成的收入金额，批准订单，并提交供应订单

2. 发明申请

US20070203771A1 System and method for processing complex orders 审中-公开
标题翻译：用于处理复杂订单的系统和方法
公开(公告)号：US20070203771A1
公开(公告)日：2007-08-30
申请号：US10024691
申请日：2001-12-17
申请人： Richard Caballero , Mark Lewis , Dita Naik
发明人： Richard Caballero , Mark Lewis , Dita Naik
IPC分类号： G05B19/418 , G06F9/46
CPC分类号： G06Q30/06 , G06Q10/06 , G06Q10/087 , G06Q30/0611 , G06Q30/0621 , G06Q30/0635 , G06Q40/04
摘要： A complex order processing system is implemented in an architecture that allows customer service representatives and customers to access the customer's accounts, service profiles, quotes, and orders. Account information can be entered and updated. Quotes can be generated for various configurations of products and services having different types of charges including one time fees, recurring fixed fees, and usage-based fees. The quotes can be saved, and later updated by the customer or by the system to reflect changes in the configuration of a product or service that is included in the quote. The quote can be converted to an order, and pending orders can be modified. Before allowing modification of a quote or order, the requested future state of a product or service is created by applying the prior active and unprocessed orders to the product or service. The portion of the product or service currently selected is also applied to the product or service, and the user can then reconfigure the product or service. Once the change is accepted, the difference between the requested state of the product and service before and after the change is generated and saved as a delta quote or order. The system also allows a user to transfer the configuration of products and services from one address to another by selecting a single option. Third party service providers of a customer can also view the configuration of the customer's products and services in determining service options for the customer.
摘要翻译：复杂的订单处理系统在允许客户服务代表和客户访问客户的帐户，服务配置文件，报价单和订单的架构中实现。可以输入和更新帐户信息。可以为具有不同类型费用的产品和服务的各种配置产生报价，包括一次性费用，定期固定费用和基于使用费的报价。报价可以保存，并由客户或系统更新，以反映报价中包含的产品或服务配置的变化。报价可以转换为订单，而订单可以修改。在允许修改报价或订单之前，通过将先前的主动和未处理的订单应用于产品或服务来创建产品或服务的未来请求状态。当前选择的产品或服务的部分也应用于产品或服务，然后用户可以重新配置产品或服务。一旦更改被接受，产生和更改之前和之后的产品和服务的请求状态之间的差异将生成并保存为增量报价或订单。该系统还允许用户通过选择一个选项将产品和服务的配置从一个地址传输到另一个地址。客户的第三方服务提供商还可以在确定客户的服务选项时查看客户产品和服务的配置。

3. 发明申请

US20070203799A1 Data structure for a complex order processing system 有权
标题翻译：复杂订单处理系统的数据结构
公开(公告)号：US20070203799A1
公开(公告)日：2007-08-30
申请号：US10139282
申请日：2002-05-06
申请人： Richard Caballero , Mark Lewis
发明人： Richard Caballero , Mark Lewis
IPC分类号： G06Q30/00
CPC分类号： G06Q30/06 , G06Q30/0611 , G06Q30/0621 , G06Q30/0633 , G06Q30/0639
摘要： A data structure for a complex order processing system is implemented in a set of tables for assets, quotes, and orders. The asset table includes information regarding products currently installed and services being delivered to a customer's premises. The aggregate asset tables for a customer represent the customer's service profile. The quote table represents an offer to change the products and services provided to a customer, and the order table represents instructions to change the products and services provided to a customer. The assets can represent a product with a hierarchy of instances of sub-products, and one or more of the sub-products can itself be a complex product. The asset, quote and order tables comprise several fields. Some of the fields are the same across the tables so than information can be readily transferred from the quote table to an order table when a quote is approved by a customer and converted to an order. Information is also transferred from an order table to an asset table when an order is successfully completed and the asset configuration is applied to the service profile of the customer. When a customer requests a quote to change their service profile, the information from an asset table is transferred to a quote table. Multiple assets, quotes, and orders can be associated with a customer, and the tables provide information regarding the status of each asset, quote, and order. The data structure also includes information regarding whether a price type of a product or service item is a one-time charge, recurring, or usage-based.
摘要翻译：用于复杂订单处理系统的数据结构在资产，报价和订单的一组表中实现。资产表包括有关目前安装的产品和提供给客户场所的服务的信息。客户的总资产表表示客户的服务配置文件。报价单表示改变提供给客户的产品和服务的提议，订单表表示更改提供给客户的产品和服务的说明。资产可以代表具有子产品实例层次结构的产品，一个或多个子产品本身可以是一个复杂的产品。资产，报价单和订单表包含几个字段。表中的某些字段是相同的，因此当报价被客户批准并转换为订单时，信息可以很容易地从报价单转移到订单表中。当订单成功完成并将资产配置应用于客户的服务配置文件时，信息也从订单表传输到资产表。当客户请求报价更改其服务配置文件时，资产表中的信息将转移到报价表。多个资产，报价和订单可以与客户相关联，表格提供有关每个资产，报价和订单状态的信息。数据结构还包括关于产品或服务项目的价格类型是一次性费用，循环使用还是基于使用的信息。

4. 发明申请

US20070192362A1 Data structure for a complex order processing system 有权
标题翻译：复杂订单处理系统的数据结构
公开(公告)号：US20070192362A1
公开(公告)日：2007-08-16
申请号：US10029636
申请日：2001-12-18
申请人： Richard Caballero , Mark Lewis
发明人： Richard Caballero , Mark Lewis
IPC分类号： G06F17/00
CPC分类号： G06Q30/06 , G06Q10/06 , G06Q10/087 , G06Q30/0611 , G06Q30/0621 , G06Q30/0635 , G06Q40/04
摘要： A data structure for a complex order processing system is implemented in a set of tables for assets, quotes, and orders. The asset table includes information regarding products currently installed and services being delivered to a customer's premises. The aggregate asset tables for a customer represent the customer's service profile. The quote table represents an offer to change the products and services provided to a customer; and the order table represents instructions to change the products and services provided to a customer. The assets can represent a product with a hierarchy of instances of sub-products, and one or more of the sub-products can itself be a complex product. The asset, quote and order tables comprise several fields. Some of the fields are the same across the tables so than information can be readily transferred from the quote table to an order table when a quote is approved by a customer and converted to an order. Information is also transferred from an order table to an asset table when an order is successfully completed and the asset configuration is applied to the service profile of the customer. When a customer requests a quote to change their service profile, the information from an asset table is transferred to a quote table. Multiple assets, quotes, and orders can be associated with a customer, and the tables provide information regarding the status of each asset, quote, and order. The data structure also includes information regarding whether a price type of a product or service item is a one-time charge, recurring, or usage-based.
摘要翻译：用于复杂订单处理系统的数据结构在资产，报价和订单的一组表中实现。资产表包括有关目前安装的产品和提供给客户场所的服务的信息。客户的总资产表表示客户的服务配置文件。报价单表示改变向客户提供的产品和服务的提议; 而订单表表示改变提供给客户的产品和服务的指令。资产可以代表具有子产品实例层次结构的产品，一个或多个子产品本身可以是一个复杂的产品。资产，报价单和订单表包含几个字段。表中的某些字段是相同的，因此当报价被客户批准并转换为订单时，信息可以很容易地从报价单转移到订单表中。当订单成功完成并将资产配置应用于客户的服务配置文件时，信息也从订单表传输到资产表。当客户请求报价更改其服务配置文件时，资产表中的信息将转移到报价表。多个资产，报价和订单可以与客户相关联，表格提供有关每个资产，报价和订单状态的信息。数据结构还包括关于产品或服务项目的价格类型是一次性费用，循环使用还是基于使用的信息。

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