Siebel Order Management Guide Addendum for Fleet Management > Using Siebel Orders for Fleet Management > Process of Creating Orders for Fleet Management >

Creating the Order Header for Siebel Orders for Fleet Management

The order header for Siebel Orders for Fleet Management has added fields that allow the Siebel application to pass information to the rating engine used for scheduling and pricing orders.

NOTE:  When you create the header, you must select a tendering party and the party liable for paying for the order, which are accounts already entered in the Siebel application, as described in Siebel Applications Administration Guide. You must also select an origin location and destination location, which are locations already entered, as described in Creating Locations for Fleet Management. If this information has not already been entered, you must enter it before creating the order header.

This task is a step in Process of Creating Orders for Fleet Management.

To create the order header

1. Navigate to the Fleet Management screen, then the List view.
2. Add a new record to the Orders list.
3. Drill down on the new record by clicking the Order Number field.
4. Complete the necessary fields in the order header. Some fields are described in the following table.

   Field	Description
   Tendering Party	Select the party placing the order.
   Liable Party	Select the party liable for paying for the order.
   Agreement	If the tendering party has a contractual agreement about pricing, select the agreement. This agreement allows you to use contract pricing rather than spot pricing, as described in Scenario for Using Siebel Orders for Fleet Management.
   Invoice To	Select the party to whom you send the invoice.
   Hold	Indicates whether the order has been placed on hold. For example, orders might be placed on hold because of issues with the customer's credit.
   Origin Location	Select the origin location where the order is picked up. This list includes all the addresses of the tendering party.
   Destination Location	Select the destination location where the order is delivered. This list includes all the addresses of the tendering party.
   Start Req PickUp	Enter the earliest pickup date and time that the customer can accept.
   End Req PickUp	Enter the latest pickup date and time that the customer can accept.
   Start Req Delivery	Enter the earliest delivery date and time that the customer can accept.
   End Req Delivery	Enter the latest delivery date and time that the customer can accept.
   Line of Business	Enter the line of business for the order.
   Division	Enter the division for the line of business for the order.
   Status	Displays the status of the order. Initially, orders have the status of Open. The status changes depending on information returned by Oracle Transportation Management, as described in Checking the Status of the Order.
   Revision	The revision number of the order. For more information, see the section about revising an order in Siebel Order Management Guide.
   Total Price	Displays the total price after a solution and price are returned by the rating engine.

5. Complete any necessary, additional fields in the More Info form. Some fields are described in the following table.

   Field	Description
   Tender Last Name	Select your contact at the tendering party. The first name is filled in automatically.
   Mode	Select the mode of transportation.
   Total Stops	Displays the total number of stops for the order. This field is calculated automatically as you enter the stops for the order.
   Gross Weight	Displays the gross weight of the commodity being delivered. This field is calculated automatically as you enter the commodities for the order.
   Weight UOM	Displays the unit of measure for the gross weight. For example, if the gross weight is 2 tons, 2 appears in the Gross Weight field, and Tons appears in the Weight UOM field.
   Total Distance	Displays the total distance of the delivery. This field is calculated automatically as you enter the stops for the order. The distance between stops is provided by the integrated back-office application.
   Distance UOM	Enter the unit of measure for the distance. For example, if the total distance is 100 miles, 100 appears in the Total Distance field and Miles appears in the Distance UOM field.