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Siebel Field Service Guide > Fulfillment > Process of Administering Fulfillment > Setting Up Processing for OrdersYou can set up processing for orders. The procedures in this topic make available from a predefined list the types of orders that appear in order-related views. After you add new types of orders and order actions, you must customize the processing that must occur when users select these new types and actions. CAUTION: Do not delete types of orders or order actions because the associated ROW_IDs provide values for other tables in orders. To change or replace these entries, modify the List of Values (LOV) for the entry, and then update (do not delete and re-add) the entry. This topic contains the following related information: This task is a step in Process of Administering Fulfillment. Defining Actions for OrdersOrder actions process orders. These actions indicate the product is reserved for an order line item (Allocate action), is substituted with another product (Substitute action), is shipped (Ship action), and so on. In the Order Actions view, you define the actions for a type of order. You set the order action values that are available in this view in the List of Values view of the Administration - Data screen. To define an action for an order
Defining Types of OrdersTypes of orders (for example, Internal Order, Service Order, RMA Return, and so on) define the classes of orders that Siebel Field Service processes. Each type of order is associated with order actions. For example, a Purchase Order type typically is associated with a Receive Order action. In the Order Types view, you define the types of orders. You set the order type values that are available in this view in the List of Values view of the Administration - Data screen. The Type Code field determines whether an order is a sales or service order. |
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