Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and Orders >

Working With Line Items

After adding products to a quote or order as line items, users may need to work with the line items in the following ways:

Renumbering Line Items

After end users have added all the line items for a quote, they can change the numbered sequence of the items. Items appear in this sequence in orders and reports, and a user may want to renumber them in a sequence that makes sense to a customer. For example, a customer might want a computer to appear at the top of the order, and the paper and toner to appear at the bottom.

To renumber line items

  1. Navigate to the quote or order with which you want to work.
  2. Click the Line Items view tab.
  3. In the Line Items list, navigate through the columns until you see the Line column.
  4. Select the Line field for items and renumber them as necessary.
  5. Click the resort icon at the top of the Line column.
  6. In the Line Item list, click the menu button and then click Renumber.

    7. The line items appear in the updated sequence.

Deleting a Line Item

Sometimes an end user may need to delete a line item to remove a product from a quote or an order.

NOTE:  To delete a component of a customizable product, the end user must do so in the configuration session. The end user cannot delete a component by deleting a record in the line items list, as described in the following procedure.

To delete line items

  1. Navigate to the quote or order.
  2. In the Line Items list, select the item.
  3. Click the menu button, and then click Delete Record.

Customizing a Product

Some products that end users add to a quote or order can be customized. For instance, if a customer is interested in the computer products a company offers, the customer can select a computer system, but may also need to specify the type of monitor, hard drive, operating system, and so on. To create the quote or order, the end user first adds the computer system as a product line item, and then customizes it using Siebel eConfigurator.

The end user can tell when a product can be configured because the Customize button is enabled when the product record is selected. When a customizable product has components, the end user can expand the item to see the components included in the customizable product.

For more information about customizable products, see Product Administration Guide.

NOTE:  The customize feature is only available if you have licensed Siebel eConfigurator.

To customize a product

  1. Navigate to the quote or order that contains the product that you want to configure.
  2. In the Line Items list, select the line item that contains the customizable product, or add a new record for a product that is configurable.
  3. With the customizable product selected, click Customize to start a configuration session.
  4. In the selection pages, check to see that the item is configured correctly and make any necessary or desired changes.

    5. For information about how to customize the product in the configuration session, see Product Administration Guide.

  5. If you working in a quote, click the menu button in the quote header and then click Verify.

    6. NOTE:  When you choose the Verify menu option in a quote, the quote is verified as complete or incomplete. Part of the verification process checks to see whether the customizable product is incomplete. If you removed an item from the customizable product that is part of the minimum configuration, you must click Configure again to launch another configuration session and add it back in.

Changing Component Quantities

A customer may want to order a different number of components than is set as the default in a customizable product.

Typically, end users change the quantity of a component in the configuration session that starts when they click the Customize button in the Line Items list. When an end user clicks Customize, Siebel eConfigurator checks all configuration rules to make sure that the change in quantity is appropriate.

Your company can decide to allow changes to component quantities directly in the Line Items list in the quote or order. For this to occur, a user property must be set in Siebel Tools. For more information, see Configuration with Siebel Tools.

When this user property has been set, the Qty field in line item for components of customizable products is editable. If the Qty field is read-only, then this user property has not been set.


 Siebel Order Management Guide 
 Published: 18 April 2003