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Siebel Order Management Guide > Setting Up Order Management > Roadmap for Setting Up Order Management >
Setting Up Order Types
Siebel Orders and Siebel Order Management initially define nine types of orders, as listed in Table 5. You can define additional order types to meet your needs, or you can edit the existing list of values. This task is a step in Roadmap for Setting Up Order Management.
Table 5. Initial Types of Orders
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Internal order |
An order used to replenish stock or move inventory among inventory locations. |
Purchase order |
An order used to buy parts from external vendors. |
RMA (Return Material Authorization) Advance Exchange |
An order used to handle customer returns that require receiving and immediate shipping of exchange parts, before receiving the returned part. |
RMA Repair Return |
An order used to handle customer returns that require receiving, repairing, and shipping back to customers. |
RMA Return |
An order used for receiving inbound returns from customers. |
Repair order |
An order used for ordering, shipping, and receiving parts to be repaired by a third party. |
Sales order |
A customer order that is owned by, processed by, and credited to a sales business. Typically, selling new finished goods to customers, normally from manufacturing inventory. |
Service order |
A customer order that is owned by, processed by, and credited to a service business. Typically, a request from a customer for service on existing products, including replacement and repair of parts. |
Web Order |
A sales order created at a Web site or requested directly over the Internet. |
Each order type is either a sales order or a service order. The order type is determined by the Type Code associated with it in the Data Administration screen, Order Type view. Each order type has action types associated with it. Action types are used primarily in Siebel Field Service. For more information about action types, see Siebel Field Service Guide. Defining a New Order Type
Use this procedure to define a new order type. To define a new order type
- Add the necessary order types to the List of Values list.
In the Administration - Data screen, List of Values view, records for order types have FS_ORDER_TYPE in the Type field.
For more information about managing lists of values, see Siebel Applications Administration Guide.
- Navigate to the Administration - Data screen, and then the Order Types view.
- In the Order Types list, add a new record.
- In the Order Type field, select a value from the list.
Adding or Changing the Display Value of Order Types
To configure the product using Siebel Tools to add new order types or to change the display value of Order Types, you must perform additional configuration steps for the homepage to work correctly. The following procedures show you how to configure the homepage. To add new order types
- In Siebel Tools, query for Order Entry - Orders Home Add Virtual Form Applet.
- Under Drilldown Object, add an entry for the new Order Type.
- Under the Dynamic Drilldown Destination of the original Drilldown Object, add an entry to point to the newly created Drilldown Object.
- Repeat Step 1 to Step 3 for Order Entry - Orders Home Search Virtual Form Applet.
- Repeat Step 1 to Step 3 for Recent Record Order Entry - Orders List Applet.
To change the display value of an order type
- In the Order Types view of the Administration - Data screen, update the order type to point to the new LOV display value.
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