Siebel Field Service Guide > Shipping and Receiving >

Processing and Tracking Shipments

Follow these procedures to process the shipping of orders.

To ship an order

  1. Navigate to the Shipping screen.

    2. The Pick Tickets view appears.

  2. In the Pick Tickets list, select a pick ticket.
  3. Click the Pick Ticket subview tab.
  4. In the Allocated Lines list, select a line item.
  5. If the selected line item is a serialized product, add a new record for it in the Serial Numbers list.
  6. In the Allocated Lines list, click Ship to ship one or more selected line items, or click Ship All to ship all line items.

    7. This generates a shipped quantity in the Shipped Line subview that is equal to the allocated quantity for the line items.

  7. In the Pick Ticket form, click Process Shipment to create inventory transactions for the line items selected in the Allocated Lines list and for the quantities specified in the Shipped Line form.

    8. NOTE:  If the Qty field on the Shipped Line form does not contain a value, clicking Process Shipment will not create inventory transactions.

To find a pick ticket for a line item

  1. Navigate to the Orders screen.
  2. From the Show drop-down list, select an option for displaying service orders or sales orders.
  3. Select an order.
  4. Click the Line Items view tab and select a line item.
  5. In the Actions list, select the Action record and copy the number in the Pick Ticket field.
  6. Navigate to the Shipping screen.
  7. In the Pick Tickets list, query the pick ticket number.

To consolidate pick tickets

  1. Navigate to the Shipping screen.

    2. The Pick Tickets view appears

  2. In the Pick Tickets list, select a pick ticket.
  3. From the Show drop-down list, select Consolidation.
  4. In the Qualified Lines tab, select one or more other pick tickets to add to the consolidation.
  5. Click Consolidate.

    6. Line items move from the Qualified Lines applet to the Consolidated Lines applet.

To fill in waybills for pick tickets

  1. Navigate to the Shipping screen.

    2. The Pick Tickets view appears.

  2. In the Pick Tickets list, select a pick ticket.
  3. Click the Waybill view tab.
  4. Complete the fields as needed to ship the items in the selected pick ticket.

 Siebel Field Service Guide 
 Published: 21 April 2003