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Entering Terms and Totals in Siebel Medical Handheld


After completing the line items, navigate to the Order Terms view to enter shipping and payment information for the order.

To add terms and totals

  1. Navigate to the Orders screen.
  2. In the My Sales Orders list, select the order.
  3. From the Show drop-down list, select Order Terms.
  4. In the Order Terms view, tap the Terms form to select it, then complete the necessary fields in the Terms form.

    The fields are described in the following table:

    Field
    Comments

    Payment Terms

    Tap in the field, the select the payment term period from a pop-up list.

    Ship Carrier

    Tap in the field, then select a shipping carrier from a drop down list.

    Shipping Instructions

    Tap the ellipsis (...), then manually enter any shipping instructions.

NOTE:  The basic configuration for Siebel Medical Handheld does not include detailed shipping and billing fields. These fields are based on different business components and can be configured as required.

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