Siebel Energy Guide > Work Orders in Siebel Energy >

Creating Work Order Line Items in Siebel Energy (End User)


End users can create line items and line item actions to be allocated for a work order.

To create line items to be allocated for the order

  1. Navigate to the Work Orders screen.
  2. In the Work Orders list, click the Order Number of a work order.
  3. Click the Line Items view tab.
  4. Scroll down and click the Line Detail subview tab.
  5. In the Line Detail form, add a record and complete the necessary fields. To access more fields, click the show more button in the upper right corner of the form.

    Some fields are described in the following table.

    Field
    Comments

    Product

    When you select a product, you are selecting a line item from the associated Service Order. The Action, Due Date, UoM, Price and Status fields are automatically populated with the information from the Order Line Item view.

    Ship to Last Name

    An existing contact can be selected in the Ship to Contacts dialog box, or a new contact can be added. The Ship to First Name field is automatically populated when you enter a value in this field. When you complete this field, the City, State, ZIP Code, and Country fields are automatically populated.

    Address

    An existing address can be selected in the Ship to Addresses dialog box, or a new address can be added. When you complete this field, the City, State, ZIP Code, and Country fields are automatically populated.

To add a line item action

  1. Navigate to the Work Orders screen.
  2. In the Work Orders list, click the Order Number of a work order.
  3. Click the Line Item Actions view tab.
  4. In the Line Item Actions list, add a record and complete the necessary fields.
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