Siebel Field Service Guide > Service Activities > Process of Managing Service Activities >
Ordering Items for Activities (End User)
An field service engineer might need additional items to complete an activity. You can create an order to obtain these needed items from a vendor or to transfer the items between inventory locations so that they are conveniently available to the appropriate engineer. This task is a step in Process of Managing Service Activities. To order an item for an activity
- Navigate to the Activities screen, then the Activity List view.
- Drill down on the Type field for a selected activity, and click the Items view tab.
- Select an item record.
NOTE: If the check box in the Tool field is selected for the item, then the item is a service tool, and not a part that the customer buys. If this check box is selected, then the customer cannot order the item.
- Click one of the following buttons:
- Service Order. The item is ordered. For the item, an order number appears in the Order number (#) field, a value of Service Order appears in the Order Type field, and value appears in the Line Status field.
- Service Order All. All items not yet ordered are ordered. For each item, an order number appears in the Order number (#) field, a value of Service Order appears in the Order Type field, and value appears in the Line Status field.
- To view order details for an item, drill down on the Order number (#) field.
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