Siebel Field Service Guide > Fulfillment >

Fulfilling Orders

Follow these procedures to fulfill service orders, which includes identifying and reserving items specified in an order.

To allocate parts for a service or internal order manually

1. Navigate to the Service Order screen > List > view.
2. Drill down on a selected order record.
3. Click the Line Items view tab, and then select the line item to allocate.
4. On the link bar, click Actions.
5. Create a new record and complete the fields as appropriate.

   NOTE:  If the Logistics Manager and its Fulfillment Engine are installed, the Fulfillment Engine automatically specifies Allocate actions.

To generate a pick ticket for an order

1. Navigate to the Service Order screen > List view.
2. Drill down on a selected order and click the More Info tab.
3. Click the menu button and choose Generate Pick Tickets.

To locate order line items

1. Navigate to the Service Order screen List view.
2. Drill down on a selected order and click the Line Items tab.
3. Select a line item, scroll down and click the Part Locator tab.
4. In the Line Items list, click one of the following buttons:
   • Locate - Searches for the product through inventory locations, and then loads the list of available and substitute parts in the Part Locator subview.
   • Locate All - Finds inventory locations for all line items.

     NOTE:  Before clicking either of these buttons, make sure that the Service Product flag on the Administration - Product screen > More Info view is cleared. If this flag is not cleared, the Parts Locator engine will not find any products.

To allocate order line items using the Part Locator

1. Follow the procedure To locate order line items.
2. In the Part Locator view, select a product/inventory location record in the Available Substitute subview or the Line Allocation subview.
3. In the Qty field, enter the number of items to allocate. If no quantity is specified, the total available quantity is allocated.
4. If the selected record is in the Available Substitute list, click the appropriate button:
   • Allocate All. Allocates available parts automatically, starting with the first listed inventory location, up to the value in the Qty field.
   • Allocate. Allocates the selected line item from a selected product/inventory location record.

To fulfill orders using the Fulfillment Engine

1. Navigate to the Service Order screen > List view.
2. Select an order and from the menu drop-down list, choose Fulfill.

To fulfill order line items

1. Navigate to the Service Order screen > List view.
2. Drill down on a selected order and click the Line Items view tab.
3. Select an order line item, and then do one of the following:
   • From the menu drop-down list, choose Fulfill to fulfill the selected order line item.
   • Click Fulfill All to fulfill all order line items.

To de-allocate order line items

1. Navigate to the Service Order screen.
2. Drill down on a selected order, and click the Line Items view tab.
3. Select an order line item.
4. On the link bar, click Actions.
5. Select the action item (of type Allocate) to de-allocate. Then from the menu drop-down list, choose De-Allocate.