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Generating a Sales Order with Siebel Service Handheld

This procedure describes how to generate and print a sales order for a service request.

To generate a sales order

  1. Navigate to the Service Reqs screen and select or query for the desired service request.
  2. Select Orders from the Show drop-down list.
  3. In the Orders list, tap Create New Order.
  4. In the Service Reqs form, select Sales Order from the Type drop-down list.
  5. In the Req Ship (Requested Ship Date) field, select a date from the pop-up calendar, and tap OK.
  6. In the Order Details list, tap the Add Order Line button.
  7. Tap in the Product, and select a product from the Pick Product pop-up list.
  8. Complete the remaining fields in the Order Line Details view, the tap OK.
  9. In the Order Details list, tap Print Order to print the order, then in the Service Reqs form, tap OK.
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