Siebel Consumer Sector Guide > Complex Quotes and Orders > End-User Procedures for Complex Quotes and Orders >

Reviewing Order Line Items and Size Quantities

When you convert a quote to an order, line items are created for each unique combination of a product, a ship-to account, and a delivery date. In addition, line item size quantity records are created for each size associated with an order line item. These line items are displayed in the Line Item Detail view.

To review line items for an order

1. Navigate to the Orders screen > Sales Orders List view.
2. From the visibility filter, select All Sales Orders.
3. From the Queries drop-down list, make a selection, if necessary.
4. Select an order record.
5. In the All Sales Orders list, drill down on the Order # field hyperlink.

   The Sales Order Line Items view appears. Line items for the order are displayed in the Line Items list.

   CAUTION:  Do not make changes to orders in this view. If you need to revise an order, you should delete the order, return to the quote from which the order was created, and revise the quote. You can then convert the revised quote to an order.

To review line item detail records for an order

1. Navigate to the Orders screen > Sales Orders List view.
2. From the visibility filter, select All Sales Orders.
3. From the Queries drop-down list, make a selection, if necessary.
4. Select an order record.
5. In the All Sales Orders list, drill down on the Order # field hyperlink.

   The Sales Order Line Items view appears. Line items for the order are displayed in the Line Items list.

6. In the Line Items list, drill down on the Part # field hyperlink of the line item for which you want to review size information.

   The Line Item Detail view appears. Size information for the selected line item appears in the Line Item Detail list.

   CAUTION:  Do not make changes to orders in this view. If you need to revise an order, you should delete the order, return to the quote from which the order was created, and revise the quote. You can then convert the revised quote to an order.