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

Adding Product Favorites

Rather than adding individual line items to the order, the customer service representative can use product favorites, which are groups of line items that are commonly ordered together. For more information about actions, see Adding Actions to the Order.

Before CSRs can use product favorites, the product administrator must define them. For more information, see Creating Product Favorites for Fleet Management.

The product administrator can associate product favorites with an account, a line of business, or an agreement, and can create an effective start date and end date for the product favorite. When the customer service representative creates an order, the customer service representative must choose an account and line of business for the order, and can choose an agreement for the order. When the customer service representative chooses a product favorite to add to the order, product favorites are available to add to that order only if they meet the following conditions:

• Start and End Effective Date. These two fields in the product favorite are checked against the order header's origin start-requested date. A product favorite is available to add to the order only if the order header's start-requested date is between the product favorite's start-effective date and its end-effective date.
• Line of Business, Agreement, and Account. If these fields in the product favorite are not null, then a favorite is available to add to the order only if the value of these fields in the product favorite match the value of the corresponding field in the order header.
• When you add the favorite, the products in that favorite are displayed in the Products list.

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

To add a product favorite to the order

1. Click the Product Favorites view tab.
2. In the Favorites list, select a product favorite that you want to add.

   The line items for that product favorite are displayed in the All Line Items list.

3. In the All Line Items list, select the line items that you want to add.
4. Click Add Items.

   The selected line items are added to the Line Items view for the order.