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Setting Up Order Types

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Siebel Orders and Siebel Order Management initially define nine types of orders, as listed in Table 3 below.

You can define additional order types to meet your needs, or you can edit the existing list of values.

Table 3.  Initial Types of Orders

Type of Order	Typical Use
Internal order	An order used to replenish stock or move inventory among inventory locations.
Purchase order	An order used to buy parts from external vendors.
RMA (Return Material Authorization) Advance Exchange	An order used to handle customer returns that require receiving and immediate shipping of exchange parts, before receiving the returned part.
RMA Repair Return	An order used to handle customer returns that require receiving, repairing, and shipping back to customers.
RMA Return	An order used for receiving inbound returns from customers.
Repair order	An order used for ordering, shipping, and receiving parts to be repaired by a third party.
Sales order	A customer order that is owned by, processed by, and credited to a sales business. Typically, selling new finished goods to customers, normally from manufacturing inventory.
Service order	An customer order that is owned by, processed by, and credited to a service business. Typically, a request from a customer for service on existing products, including replacement and repair of parts.
Web Order	A sales order created at a Web site or requested directly over the Internet.

Each order type is either a sales order or a service order. This is determined by the Type Code associated with it in the Data Administration screen, Order Type view.

Each order type has action types associated with it. Action types are used primarily in Siebel Field Service. For more information about action types, see Siebel Field Service Guide.

To define a new order type

Add the necessary order types to the List of Values list. In the List of Values List of the Application Administration screen, records for order types have FS_ORDER_TYPE in the Type field.

For more information about managing lists of values, see Applications Administration Guide.

From the application-level menu, select View > Site Map > Data Administration > Order Types.
In the Order Types list, add a new record.
In the Order Type field, select a value from the drop-down list.

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