Siebel Professional Services Automation Guide > Project Management >

Creating an Order for Project Materials

End users may want to create a product or material order and associate it with a project. This functionality allows for the tracking of material costs related to a project.

To create an order

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the order will be associated.
  4. Click the Orders view tab.
  5. In the Orders list, add a new record.
  6. Complete the necessary fields. Some fields are described in the following table.

    7. Field
    Comments
    Account
    Account associated with the project. Automatically filled in when you create an order from a project record associated with an account.
    Active
    Check box specifying whether the order is currently active. If it is active, the box is checked, if it is not active, the box is not checked.
    Order #
    Number created automatically by the Siebel application to identify this order.
    Order Date
    Date on which the order was created. Defaults to the current date and time. This value can be changed as needed.
    Project
    Project for which this order is being created. Automatically filled in when you create an order from a project record.
    State
    State of the order. Choices may include open, closed, or pending. Note that this may not be the same as status.
    Status
    Current status of the order.
    Type
    The kind of order being created. Examples could include a purchase order or a sales order.

  7. Click the Order # hyperlink to display the Orders screen and add additional details concerning the order.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003