Siebel Consumer Sector Guide > Complex Quotes and Orders > End-User Procedures >

Reviewing Order Line Items and Size Quantities

When you convert a quote to an order, line items are created for each unique combination of a product, a ship-to account, and a delivery date. In addition, line item size quantity records are created for each size associated with an order line item. These line items are displayed in the Line Item Detail view.

To review line items for an order

  1. Navigate to the Orders screen.

    2. The All Sales Orders view appears.

  2. From the Queries drop-down make a selection, if necessary.
  3. From the Show drop-down list, select the appropriate filter.
  4. Select the order you want to review and click the Order # hyperlink.

    5. The Line Items view appears. Line items for the order are displayed in the Line Items list.

    CAUTION:  Do not make changes to orders in this view. If you need to revise an order, you should delete the order, return to the quote from which the order was created, and revise the quote. You can then convert the revised quote to an order.

To review line item detail records for an order

  1. Navigate to the Orders screen.

    2. The All Sales Orders view appears.

  2. From the Queries drop-down list, make a selection, if necessary.
  3. From the Show drop-down list, select the appropriate filter.
  4. Select the order you want to review and click the Order # hyperlink.

    5. The Line Items view appears. Line items for the order are displayed in the Line Items list.

  5. In the Line Items list, click on the Part Number hyperlink of the line item for which you want to review size information.

    6. The Line Item Detail view appears. Size information for the selected line item appears in the Line Item Detail list.

    CAUTION:  Do not make changes to orders in this view. If you need to revise an order, you should delete the order, return to the quote from which the order was created, and revise the quote. You can then convert the revised quote to an order.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003