Siebel Field Service Guide


What's New in This Release


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Overview of Siebel Field Service

About Field Service Process

Service Center Calls

Numbers for Business Components

Dispatch Board

Siebel Scheduler

Mobile Computing Support

Information for Service Products

Information for Field Service Engineers

Activities for Field Service Engineers

Service Inventories

Agreements and Siebel Contract Management

Preventive Maintenance and Asset Measurements

Shipping and Receiving

Oracle Business Intelligence

Siebel Wireless

Project and Resource Management for Siebel Field Service

Reports for Siebel Field Service

Usage of Application Deployment Manager

Application Design for Siebel Field Service

Engines for Siebel Field Service

Administrative Tasks for Siebel Field Service


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Service Requests and Solutions

About Service Requests

Entitlement Selection

Date Committed

Assign Command

About the Process Flow for Service Requests

Service Request Charts

About Solutions

About Answers

About Siebel Audit Trail

Siebel Audit Trail Content

Siebel Audit Trail for Remote Users

Process of Administering Service Requests

Setting Up Service Metrics

Setting Default Date and Time for Opened Field

Process of Administering Solutions

Creating Solution Records

Associating Additional Information with Solutions

Allowing Editing of Resolution Documents

Process of Managing Service Requests

Viewing Account Information (End User)

Creating Service Requests (End User)

Selecting Entitlements for Service Requests (End User)

Associating Activities with Service Requests (End User)

Associating Change Requests with Service Requests (End User)

Adding Assets to Service Requests (End User)

Creating Orders for Service Requests (End User)

Generating Quotes for Service Requests (End User)

Viewing Part Movements for Service Requests (End User)

Viewing Metrics for Service Requests (End User)

Researching Service Requests (End User)

Resolving Service Requests (End User)

Process of Managing Solutions

Viewing Solution Records (End User)

Associating Solutions with Service Requests (End User)

Adding Information to Solutions (End User)

Process of Managing Answers

Configuring the Find Answers View (End User)

Reviewing Answers for Service Request Inquiries (End User)

Finding Answers for Service Request Inquiries (End User)

Associating Answers with Service Request Inquires (End User)

Adding Answers to Service Request Inquiries (End User)

Requesting Answers for Service Request Inquiries (End User)

Viewing Linked Content for Service Request Inquiries (End User)


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Service Activities

About Service Activities

Service Activity Templates and Activity Plans

Category Field

Activity Charts

About Using the Task UI Application to Perform Service Activities

Scenario for Performing Service Activities with the Task UI Application

Process of Administering Service Activities

Creating Activity Templates

Adding Information to Activities in Activity Templates

Process of Managing Service Activities

Managing Alarms for Service Activities (End User)

Creating Service Activities (End User)

Adding Information to Activities (End User)

Recording Expenses for Activities (End User)

Recording Labor for Activities (End User)

Viewing On-Hand Inventory (End User)

Ordering Items for Activities (End User)

Recording Part Movements for Activities (End User)

Recording Asset Swaps (End User)

Completing Activities (End User)

Viewing Activities for Field Service Engineers (End User)

Using the Task UI Application to Perform a Service Activity (End User)


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Scheduling Using Siebel Scheduler

About Using Siebel Scheduler

About Schedules

About Siebel Scheduler

About the Appointment Booking System

Scenario for Using the Appointment Booking System

About the Schedule Optimizer

About Schedule Horizons and Time Zones

About Heuristic Methods for Schedules

About Appointment Booking for Siebel Scheduler

Factors for Setting Up Schedules

Rules for the Appointment Booking System

Schedule Integration for Wireless Updates

Schedule Integration for Inventory Applications

Preventive Maintenance Integration with the Appointment Booking System

Optimization of Schedules

About Information in Employee Schedules

About Running Contract Scheduling

Troubleshooting the Appointment Booking System and Optimizer

Troubleshooting the Appointment Booking System

Troubleshooting the Optimizer

About Configuring the Book Appointment Dialog Box

About Enhancing the Performance of Siebel Scheduler

About Siebel Scheduler and the Server Request Broker

About Loading and Reloading Data for Service Regions

Process of Administering Schedules Using Siebel Scheduler

Defining Schedule Hours

Setting Hours of Availability

Setting Exception Hours

Defining Breaks

Defining Service Regions

Creating Service Regions

Associating Schedules with Service Regions

Specifying Parent Service Regions

Defining Geographic Areas for the Optimizer

Defining Schedules and Availability for Employees

Defining Hours for Employees

Specifying Employees as Unavailable

Creating Time Windows for Schedules

Creating Constraint Sets for Schedules

Defining Constraints

Defining Constraint Sets

Creating Parameter Sets for Schedules

Defining Cost Functions for the Optimizer

Setting Up Server Key Mappings

Setting Parameters for Server Component Tasks

Reloading the ABS and Optimizer Caches

Loading Employee Data for Service Regions

Loading Activity Data for Service Regions

Moving Activities Between Service Regions

Reloading Data for Service Regions to the Appointment Booking System Cache

Overriding the Data Row Limit

Coalescing the Appointment Booking System

Reloading Data for Service Regions to the Optimizer Cache

Creating Workflows to Reload Data for Service Regions to the Appointment Booking System Cache

Process of Managing Schedules Using Siebel Scheduler

Adding Schedule Information to Activities (End User)

Booking Appointments for Activities Using Siebel Scheduler (End User)

Canceling Appointments for Activities (End User)

Locking Assignments and Schedules for Activities (End User)

Optimizing Schedules (End User)


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Scheduling Using Oracle Real-Time Scheduler Version 1.0

About Using Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0

About Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0

About Documentation for Oracle Real-Time Scheduler 1.0

About User Profiles for Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0

About Service Regions

About Employee Administration

Integration Changes for Employee Administration

Sending Employee Data to Oracle Real-Time Scheduler 1.0

Maintaining Employee Skills

About Performing Schedule-Related Tasks in Oracle Real-Time Scheduler 1.0

About Appointment Booking for Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0

Manually Updating Booked Activities

User Interface Elements for Activity Schedule Detail View

Appointment Booking Beyond the Schedule Horizon

Booking Emergency and Contract-Based Appointments

Refreshing Activities

Canceling Appointments for Activities

Rescheduling Appointments

About Activity Skills

About Dispatch Management

About Mobile Data Management

Status Data Sent to Field Service Engineers

Status Data Sent from Field Service Engineers

About Fault Handling

Process of Configuring Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0

Enabling Oracle Real-Time Scheduler 1.0 in the Siebel Application

Configuring the Endpoint URLs for Web Services

Assigning Responsibilities to Siebel Views

Enabling Component Groups

Setting Up and Configuring Workflow Processes and Policies

Process of Administering Schedules Using Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0

Creating Schedules and Related Entities

Administering Service Regions

Administering Addresses

Managing Activity Skills for Skills-Based Assignments

Booking Appointments Using Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0


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Scheduling Using Oracle Real-Time Scheduler Version 2.1

About Using Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1

About Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1

About Documentation for Oracle Real-Time Scheduler 2.1

About User Profiles for Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1

About Service Regions

About Employee Administration

Integration Changes for Employee Administration

Sending Employee Data to Oracle Real-Time Scheduler 2.1

Maintaining Employee Skills

Maintaining Employee Schedules and Exceptions

About Performing Schedule-Related Tasks in Oracle Real-Time Scheduler 2.1

About Appointment Booking for Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1

Manually Updating Booked Activities

User Interface Elements for Activity Schedule Detail View

Booking Emergency and Contract-Based Appointments

Refreshing Activities

Canceling Appointments for Activities

Rescheduling Appointments

Scheduling Appointments with Bound Jobs

About Activity Skills

About Dispatch Management

About Mobile Data Management

Status Data Sent to Field Service Engineers

Status Data Sent from Field Service Engineers

About Fault Handling

Process of Configuring Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1

Enabling Oracle Real-Time Scheduler 2.1 in the Siebel Application

Configuring the Endpoint URLs for Web Services

Assigning Responsibilities to Siebel Views

Enabling Component Groups

Setting Up and Configuring Workflow Processes and Policies

Process of Administering Schedules Using Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1

Creating Schedules and Related Entities

Administering Service Regions

Administering Addresses

Managing Activity Skills for Skills-Based Assignments

Booking Appointments Using Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1


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Agreements and Entitlements

About Agreements

Automatic Entitlements for Agreements

Management of Agreements

Charges and Invoicing for Agreements

Co-Terms for Agreements

Agreement Copying

Agreement Charts

About Entitlements

Roadmap for Administering Agreements

Defining Pricing for Agreements

Setting Up Renewal for Agreements

Process of Setting Up Agreement Validation

Setting Up Approval for Agreements

Creating Agreements from Orders and Quotes

Configuring Data Maps to Copy Specified Data

Allowing Automatic Creation of Renewal Quotes and Opportunities

Adding Multiple Assets to Agreement Line Items

Creating Revenue Plan Templates

Creating Term Templates

Running Charge Plans for Agreement Line Items Using Workflows

Process of Administering Entitlements

Changing System Preferences for Entitlements

Viewing User Properties for Entitlements

Creating Entitlement Templates

Defining Metrics for Entitlement Templates

Defining Products for Entitlement Templates

Associating Entitlement Templates with Products

Defining Service Details for Entitlement Templates

Defining Pricing Details for Entitlement Templates

Defining Preventive Maintenance Plans for Entitlement Templates

Defining Exceptions for Service Activities

Adding Schedule Information to Entitlements

Configuring Auto-Entitlement for Quotes and Orders

Process of Managing Agreements

Creating Agreements (End User)

Verifying Agreements (End User)

Associating Other Records with Agreements (End User)

Submitting Agreements for Approval (End User)

Viewing Entitlements and Products for Agreements (End User)

Viewing Agreements for Contacts (End User)

Renewing Line Items for Agreements (End User)

Defining Charge Plans for Agreement Line Items (End User)

Defining Conditional Charge Plans for Agreement Line Items (End User)

Managing Line Item Revenue for Agreements (End User)

Generating Documents for Agreements (End User)

Process of Managing Entitlements

Creating Entitlements (End User)

Associating Other Records with Entitlements (End User)

Adding Service Information to Entitlements (End User)

Adding Metrics for Entitlements (End User)

Verifying Entitlements for Service Requests (End User)

Adding Preventive Maintenance Plans to Entitlements (End User)

Workflows for Agreement Renewal and Approval

FS - Agreement Renewal Item Workflow

FS - Agreement Renewal All Workflow

ISS Approval (Agreement) Workflow

Workflows for Entitlement Creation and Verification

FS - Create Entitlement Workflow

FS - Verify Entitlement Activity Workflow

FS - Verify Entitlement Order Best Price Workflow

FS - Verify Entitlement Quote Best Price Workflow

FS - Verify Entitlement SR Workflow

FS - Verify Entitlement SR Best Response Time Workflow


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Dispatch Board

About the Dispatch Board

About the Process Flows for Dispatch Board Scheduling

About Using the Dispatch Board

About Rescheduling Appointments on the Dispatch Board

Process of Administering the Dispatch Board

Changing the System Preference for the Dispatch Board

Configuring Assignment Scores for the Dispatch Board Gantt Chart

Setting Up Dispatcher Users

Process of Configuring the Dispatch Board (Open UI Client)

Optimizing Display Speeds for the Dispatch Board (Open UI Client)

Displaying Additional Information on the Y-Axis of the Dispatch Board Gantt Chart (Open UI Client)

Adding Drilldowns to the Dispatch Board Gantt Chart (Open UI Client)

Adding Query Fields to the Dispatch Board Gantt Chart (Open UI Client)

Changing Information for the Dispatch Board Gantt Chart (Open UI Client)

Changing Displayed Tooltip Details on the Dispatch Board Gantt Chart (Open UI Client)

Creating Time Zoom Intervals on the Dispatch Board Gantt Chart (Open UI Client)

Enabling Applets for Drag and Drop to the Dispatch Board Gantt Chart (Open UI Client)

Adding User Preference Colors to the Dispatch Board Gantt Chart (Open UI Client)

Configuring Colors for Activities on the Dispatch Board Gantt Chart (Open UI Client)

Changing Colors for Periods on the Dispatch Board Gantt Chart (Open UI Client)

Restricting the Displayed Employees on the Dispatch Board Gantt Chart (Open UI Client)

Changing Colors for Employee Name Text on the Dispatch Board Gantt Chart (Open UI Client)

Process of Configuring the Dispatch Board (High-Interactivity Client)

Optimizing Display Speeds for the Dispatch Board (High-Interactivity Client)

Displaying Additional Information on the Y-Axis of the Dispatch Board Gantt Chart (High-Interactivity Client)

Adding Drilldowns to the Dispatch Board Gantt Chart (High-Interactivity Client)

Adding Query Fields to the Dispatch Board Gantt Chart (High-Interactivity Client)

Changing Information for the Dispatch Board Gantt Chart (High-Interactivity Client)

Creating Time Zoom Intervals on the Dispatch Board Gantt Chart (High-Interactivity Client)

Changing Days of the Week for the Dispatch Board Gantt Chart (High-Interactivity Client)

Enabling Applets for Drag and Drop to the Dispatch Board Gantt Chart (High-Interactivity Client)

Adding User Preference Colors to the Dispatch Board Gantt Chart (High-Interactivity Client)

Optimizing Display Space on the Dispatch Board Gantt Chart (High-Interactivity Client)

Restricting the Displayed Employees on the Dispatch Board Gantt Chart (High-Interactivity Client)

Process of Managing the Dispatch Board

Setting User Preferences for the Dispatch Board (End User)

Displaying Data in the Dispatch Board Gantt Chart (End User)

Viewing Employee Details in the Dispatch Board Gantt Chart (End User)

Assigning Activities to Field Service Engineers (End User)

Creating Activities from the Dispatch Board (End User)


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Siebel Advanced Contracts

About Siebel Advanced Contracts

Scenario for Using Siebel Advanced Contracts

About Workflows for Siebel Advanced Contracts

Configuring Buttons for Siebel Advanced Contracts

Configuring Add Benefits Button

Configuring Auto Entitlement Button

About Using the Task UI Application to Add Assets to Agreements

Scenario for Adding Assets to Agreements with the Task UI Application

Process of Administering Siebel Advanced Contracts

Creating Benefit Templates

Creating Condition Templates

Process of Managing Siebel Advanced Contracts

Adding Terms to Agreements (End User)

Adding Benefits to Agreements (End User)

Adding Conditions to Benefits (End User)

Verifying Compliance (End User)

Using the Task UI Application to Add Assets to Agreements (End User)


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Charges and Invoices

About Charges and Invoices

About Lists for Charges and Invoices

About Processing Logic for Generating Invoices

Processing Logic for Service Requests

Processing Logic for Activities

Processing Logic for Agreements

Improving Performance and Scalability of Workflows for Charges

Process of Administering Charges

Setting Up NRC Plans

Setting Up Use Plans

Setting Up Conditional Charge Plans

Defining Contract Schedules

Process of Administering Invoices

Setting Up Auto-Invoice

Creating Charge Consolidation Plans

Consolidating Charges to Generate Customized Invoices

Canceling Charges After Charge Consolidation Completion

Process of Managing Charges

Creating Charges Manually (End User)

Creating Charges Automatically (End User)

Process of Managing Invoices

Creating Invoices Manually (End User)

Creating Invoices Automatically (End User)

Printing Invoices (End User)

Associating Payments with Invoices (End User)

Workflows for Charges and Invoices

FS - Generate Agreement Charge Workflow

FS - Generate All Agreement Charges Workflow

FS - Generate Agreement Charge wo Goto Charges View Workflow

FS - Generate Conditional Charge Process Workflow

FS - Charge Consolidation Workflow

FS - All Charge Consolidation Workflow


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Third-Party Invoicing Applications

About Invoice Integration

Process of Configuring Invoice Integration

Configuring the Web Service

Extending the Data Set

Disabling Invoicing

Customizing Invoicing


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Fulfillment

About Fulfillment

About the Fulfillment Engine

Part Locator Engine

Component Parameters for the Fulfillment and Part Locator Engines

Substitution and Allocation Options

Parameters for the Fulfillment and Part Locator Engines

Methods for Starting the Fulfillment Engine

Process of Administering Fulfillment

Setting Component Job Parameters for the Fulfillment and Part Locator Engines

Setting Up Product Fulfillment

Setting Up Processing for Orders

Process of Managing Fulfillment

Setting Up the Fulfillment and Part Locator Engines (End User)

Adding Details to Order Line Items (End User)

Fulfilling Orders Using the Fulfillment Engine (End User)

Allocating and De-Allocating Products Manually (End User)

Locating and Allocating Products Using the Part Locator Engine (End User)

Generating Pick Tickets for Orders (End User)


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Service Inventories

About Service Inventories

About Structure for Service Inventories

About the Process Flow for Setting Up Service Inventories

Inventory Locations

Inventory Relationships

Inventory Tracking

About Inventory Transactions

Mobile Inventory Transactions

Asset Transactions

Serialization for Products

Process of Administering Service Inventories

Defining Products for Inventories

Setting Up Location Types for Inventories

Setting Up Inventory Levels

Setting Up Inventory Transaction Types

Setting Up Siebel Remote

Committing Transactions from Mobile Computers

Process of Managing Service Inventories

Creating Inventory Locations (End User)

Adding Products to Inventory Locations (End User)

Associating Vendors with Inventory Locations (End User)

Associating Roles with Inventory Locations (End User)

Defining Relationships Between Inventory Locations (End User)

Viewing Inventory Statuses (End User)

Creating Inventory Transactions (End User)

Moving Parts Between Trunks (End User)

Performing Bulk Inventory Transactions (End User)

Scrapping Inventories (End User)


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Shipping and Receiving

About Shipping Orders

About Receiving Orders

About Validations for Shipping and Receiving Transactions

About Hierarchical Assets for Shipping and Receiving

Process of Managing Shipping

Shipping Products in Orders (End User)

Finding Pick Tickets for Order Line Items (End User)

Consolidating Pick Tickets (End User)

Creating Waybills for Pick Tickets (End User)

Process of Managing Receiving

Receiving Products in Orders (End User)

Receiving Repaired Products from Third-Party Vendors (End User)

Viewing All Lines Items for Orders (End User)

Adding Information to Unknown Receipts (End User)


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Cycle Counting and Replenishment

About Cycle Counting

About the Cycle Counting Engine

Process Flow for Cycle Counting Engine

Configuration Parameters for the Cycle Counting Engine

System Preference Table for the Cycle Counting Engine

Parameters for the Cycle Counting Engine

Methods for Starting the Cycle Counting Engine

About the Replenishment Engine

Configuration Parameters for the Replenishment Engine

Component Parameters for the Replenishment Engine

Parameters for the Replenishment Engine

Processing Logic for the Replenishment Engine

Methods for Starting the Replenishment Engine

Process of Administering Cycle Counting

Setting Component Job Parameters for the Cycle Counting Engine

Changing System Preferences for the Cycle Counting Engine

Defining Configuration Parameters for Inventory Location Types

Defining Cycle Counting Classes for Products

Configuring Tracing for the Cycle Counting Engine

Process of Managing Cycle Counting

Setting Up the Cycle Counting Engine (End User)

Setting Up Cycle Counts (End User)

Specifying the Products for Cycle Counts (End User)

Generating Cycle Counts (End User)

Viewing Pending Cycle Counts (End User)

Recording Results of Cycle Counts (End User)

Completing Cycle Counts (End User)

Adjusting Inventory for Cycle Counts (End User)

Process of Managing Replenishment

Setting Up Replenishment (End User)

Replenishing Inventories (End User)

Viewing Pending Orders for Replenishment (End User)


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Quality Management

About Siebel Quality

Features of Siebel Quality

Siebel Quality and Release Manager

Process of Administering Siebel Quality

Setting Up Roles and Responsibilities

Setting Up Lists of Values

Mapping Area-Subarea Combinations

Adding Release Product Builds

Process of Managing Siebel Quality

Logging Change Requests (End User)

Assessing Change Requests (End User)

Resolving Change Requests (End User)

Verifying Change Request Closures (End User)

Creating Patch Requests (End User)


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Release Management

About Release Manager

Structure of Release Manager

Product Release Process

Scenarios for Using Release Manager

Process of Administering Release Manager

Setting Up Releases

Setting Up Access Lists

Setting Up Project Teams

Setting Up Lists of Values

Setting Up Activity Templates

Adding Product Prototypes

Adding Area-Subarea Combinations

Updating Test Plans and Test Strategies

Process of Managing Release Manager

Managing Product Marketing Work for Release Manager (End User)

Managing Engineering Work for Release Manager (End User)

Managing Quality Assurance Work for Release Manager (End User)

Managing Technical Publications Work for Release Manager (End User)


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Assets

About Assets

Serialization of Assets

Registration of Assets

Hierarchical Assets

Asset Transactions

Asset Swaps

About the Asset Dispatch Board

Gantt Chart

Unscheduled Activities List

Asset Charts

Process of Administering Assets

Configuring Account Service Teams

Defining Assignment Rules

Creating Asset Mapping Records

Setting Up Measurement Types for Products

Process of Managing Assets

Creating Assets (End User)

Associating Other Records with Assets (End User)

Creating Transactions for Assets (End User)

Creating Hierarchical Assets from Product Bundles (End User)

Defining Assignments for Field Service Engineers (End User)

Viewing Other Records Associated with Assets (End User)

Viewing Components for Assets (End User)

Viewing Changes to Assets (End User)

Viewing the Operating Statuses of Assets (End User)

Calculating Adjusted Cost of Assets (End User)

Calculating Value and Replacement Cost of Assets (End User)

Associating Measurement Types with Assets (End User)

Recording Readings for Assets (End User)

Analyzing Readings for Assets (End User)

Managing Information Display in Gantt Chart of Asset Dispatch Board (End User)

Scheduling Activities for Assets (End User)


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Warranties

About Warranties

Process of Administering Warranties

Creating Warranties

Adding Products to Warranties

Associating Warranties with Service Providers

Process of Managing Warranties

Viewing Warranty Information (End User)

Verifying Warranties (End User)

Associating Warranties with Assets (End User)

Associating Warranties with Order Line Items (End User)

Tracking Warranty Recovery (End User)


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Preventive Maintenance

About Preventive Maintenance

About the Process Flow for Preventive Maintenance Engine

About Triggers for Preventive Maintenance

Processing Logic for Triggers

Prioritization of PM Plans for Date and Time Interval Triggers

Time Interval Triggers

Date Triggers

Usage Triggers

Threshold Triggers

Event Triggers

About Plans and Actions for Preventive Maintenance

About the Preventive Maintenance Engine

Validation of PM Plans for Assets

Parameters for the Preventive Maintenance Engine

Guidelines for Improving Performance of the Preventive Maintenance Engine

Methods for Starting the Preventive Maintenance Engine

Process of Administering Preventive Maintenance

Setting Component Job Parameters for the Preventive Maintenance Engine

Creating Service Request Templates for Preventive Maintenance

Process of Managing Preventive Maintenance

Setting Up the Preventive Maintenance Engine (End User)

Creating Preventive Maintenance Plans (End User)

Associating Products and Assets with PM Plans (End User)

Associating Activity Templates with PM Plans (End User)

Associating Service Request Templates with PM Plans (End User)

Running Preventive Maintenance Plans (End User)

Viewing Generated Actions for Preventive Maintenance Plans (End User)


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Repairs

About Repairs

Process Flow for Repairs

Repair Product Receipt

Repair Numbers

Repair Activities

About Generating Inventory Transactions for Repairs

About Shipping Defective Products to Third-Party Vendors

About Receiving Repaired Products from Third-Party Vendors

Exchanging an Asset During a Third-Party Repair

Returning Products to Good Inventory

Inventory Levels for Repaired Products

Process of Managing Repairs

Creating Repair Records (End User)

Adding Information to Repair Records (End User)

Creating Orders for Repairs (End User)

Creating Transactions for Receiving Defective Products Over-the-Counter (End User)

Creating Transactions for Shipping Defective Products to Third-Party Vendors (End User)

Viewing the History of Repairs (End User)


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Barcodes

About Barcodes

Barcode Toolbar

About Printing Barcodes in Reports

About Scanning Barcodes for Toolbar Actions

About Using Barcode Readers

Setting Up the Barcode Interface

Process of Managing Records with Barcode Readers

Creating New Records for Barcode Data (End User)

Updating Records with Barcode Data (End User)

Finding Records with Barcode Readers (End User)


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Engine Logging Levels

About Business Service Engines for Siebel Field Service

Server Component Aliases

Changing Logging Levels


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Business Service Methods in Siebel Field Service

About Business Services in Siebel Field Service

Business Service Methods for Advanced Contracts

Condition Evaluator Business Service

Evaluate Condition Method

Contracts Accumulator Business Service

Manage Running Total Method

Contracts Resolver Business Service

Resolve Transaction Amount Method

Business Service Methods for Agreements

FS Agreement Charge Business Service

CalculateRCAdjustAmount Method

GenerateAdjustmentCharge Method

GenerateNRCCharge Method

GenerateRCCharge Method

GenerateUsageCharge Method

FS Agreement Renewal Business Service

RenewAgreement Method

RenewAllAgreements Method

FS Holiday API Service Business Service

GetElapsedBusinessTime Method

IsHoliday Method

ISS Copy Service Business Service

Business Service Methods for Assets

FS Asset Swap Service Business Service

SwapAssetEntitlements Method

SwapAssetWarranties Method

FS Asset Warranty Service Business Service

CheckAssetWarranty Method

CreateAssetWarranty Method

GetAssetWarranties Method

Business Service Methods for Charges

FS Generate Conditional Charge Process Business Service

GenerateCharge Method

GetCondCharge Method

FS Service Charge Business Service

CreateExpenseCharge Method

CreateExpenseEntitlementCharge Method

CreateOrderCharges Method

CreatePartsCharge Method

CreatePartsEntitlementCharge Method

CreateServiceCharges Method

CreateTimeCharge Method

CreateTimeEntitlementCharge Method

Business Service Methods for Cycle Counting

FS Cycle Counting Business Service

GenerateCounts Method

Business Service Methods for the Dispatch Board

FS Activity Cache Business Service

CleanUpCacheTable Method

FS Dispatch Board Utils Business Service

AssetAssignActivity Method

AssetUnassignActivity Method

AssignActivity Method

CalculateFromToAddresses Method

CalculateDistanceVals Method

GetCalculatedDistanceVals Method

GetEmployeeScores Method

GetWirelessCoverage Method

UnassignActivity Method

FS Service Region Business Service

GetServiceRegionId Method

Business Service Methods for Entitlements

FS Create Entitlement Business Service

CreateCoveredProds Method

CreateEntitlements Method

GetEntitlementTemplates Method

ValidateEntitlementTemplates Method

FS Verify Entitlement Business Service

GenerateList Method

GetBestPricedEntitlement Method

GetBestResponseTime Method

GetNextItem Method

GetPrice Method

GetResponseTime Method

GetTimeZone Method

ShowEntitlementPickList Method

UpdateEntitlementCounter Method

VerifyPricingEntitlement Method

VerifyServiceEntitlement Method

Business Service Methods for Fulfillment

FS Fulfillment Service Business Service

Fulfill Method

GenPickTickets Method

FS Part Locator Service Business Service

Locate Method

Business Service Methods for Inventories

FS Inventory Transaction Business Service

AddAssetsToTxn Method

AggrAssetsPerProdPerSource Method

BulkTransfer Method

CommitTxn Method

GetDetails Method

SetTxnDetails Method

SetTxnDetailsFromTxnSet Method

Business Service Methods for Invoices

FS Charge Consolidation Business Service

CancelInvoice Method

ConsolidateCharge Method

Business Service Methods for Preventive Maintenance

FS Preventive Maintenance Business Service

GeneratePM Method

Business Service Methods for Replenishment

FS Replenish Business Service

GenerateOrder Method

UnlockAllInventories Method

Methods for Schedules

About Calling the ABS and Optimizer Methods

Methods for the ABS

CancelAppointment Method

CancelRequest Method

ConfirmAppointment Method

DefragmentServiceRegion Method

GetAppointment Method

GetAppointments Method

GetConfirmedAppointment Method

LoadActivities Method

LoadEmployees Method

ReloadServiceRegion Method

UnloadEmployees Method

Methods for the Optimizer

CancelAppointment Method

GetConfirmedAppointment Method

LoadActivities Method

LoadEmployees Method

Optimize Method

ReloadServiceRegion Method

StopOptimize Method

UnloadEmployees Method

Business Service Methods for Siebel Field Service Integration to Oracle Real-Time Scheduler

Advanced Scheduler Activity Skill Match Service Business Service

GetActivitySkillData Method

PersistActivitySkillData Method

Advanced Scheduler GeoCode Service Business Service

BatchGeoCode Method

GetRealTimeGeoCode Method

Advanced Scheduler Service Business Service

CancelAppointment Method

ConfirmAppointment Method

GetAppointment Method

GetConfirmAppointment Method

GetTransferToORS Method

RollbackServiceRegionAtORS Method

UpsertActivity Method

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