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Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and Orders >
Adding Shipping Information
End users specify the following shipping information for a quote or order:
- Ship-to information, including account name, contact name, and address.
- Shipping method, terms, and carrier, which are factor in shipment cost.
- Whether all the items should be shipped at the same time (Shipping Complete).
- Whether all the items should be delivered at one time (Single Delivery).
When a user is working with a quote, the user specifies one shipping address for the entire quote. When a user is working with an order, the user can specify different shipping addresses for individual line items.
NOTE: If you want different line items on an order to be shipped to different locations, see To specify different ship-to addresses for different line items in an order.
To add shipping information to a quote or an order
- Navigate to the quote or order with which you want to work.
- Click the Fulfillment view tab.
The Ship To Account, Site, Contact, and Address are automatically populated based on the account information.
- Change the default shipping information, if necessary, and fill in the Fulfillment form. Some fields are described in the following table.
- (Optional.) Enter a Requested Date and Source if desired. For more information, see Checking Availability to Promise (ATP).
To specify different ship-to addresses for different line items in an order
- Navigate to the order for which you want to specify ship-to information.
- Click the Line Items view tab and select the line item of interest.
- Click the Line Detail view tab, below the Line Items list.
A default ship to address appears, based on the address entered in the Fulfillment view tab.
- For any line item which you want to have a different shipping address, enter a Ship To Last Name and Address in the Line Details form.
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Siebel Order Management Guide Published: 18 April 2003 |