Bookshelf v7.7: Line Items View

The Line Items view records all items included in an order. Table 85 describes items in Line Item records.

Table 85. Selected Items in the Line Items View
Item	Description
Customize	Clicking this button invokes Siebel eConfigurator for products categorized as customizable. For more information, see Product Administration Guide.
Fulfill	Use this command to create an inventory transaction that allocates parts from inventory and creates pick tickets for the selected line item.
Fulfill All	Clicking this button creates an inventory transaction that allocates parts from inventory and creates pick tickets for all the line items in a selected order.
Locate/Locate All	These buttons appear in the view only when the Part Locator subview tab is selected. For more informaiton, see Part Locator Subview.
Reprice	This command activates the Pricing Engine to calculate the price for the selected line item based on the associated price list and pricing model.
Reprice All	This button activates the Pricing Engine to calculate the price for all line items based on the associated price list and pricing model.
Qty	The quantity of the item in an order. This is normally an integer, but may be set to a decimal field. Note that the Replenishment and Fulfillment Engines may truncate decimal values.
Verify	This button causes the FS - Verify Entitlement Order workflow to cycle through all entitlements for the selected line item and pick the best priced entitlement. The best priced entitlement appears in the Entitlement Name field.

Configuration Note

Because of the special behavior of the Line Items business component (based on special class CSSBCLineItem), a Line Item record can be updated only if its parent Order record is exposed (present and active) in the Orders screen. If the screen exposes only the Line Items view without the Service Order view, the Line Item records are read-only.

Totals Subview

The Totals subview provides a breakdown of products and services sold in terms of the price for a selected line item, a discount, and a price adjustment. The result is the total for the selected line item before adding tax and shipping.

Line Detail Subview

The Line Detail subview contains more information about a selected order line item, including details specific to service products, shipping and billing information, and pricing. Table 86 describes items in Line Detail records.

Table 86. Selected Item in the Line Detail Subview
Item	Description
Billable	When selected, indicates to the Invoice Engine that this order line item is billable to the customer. The engine adds this item to the invoice. Can be selected regardless of the order's type or status.
Loaner	When selected, indicates that a line item is on loan.
Ship Complete	When cleared, this check box indicates that a service center may ship only some of the line items, as needed. This is for information only.
Related Activity	Associates parts and tools, selected from the Pick Related Activity dialog box.
Warranty Recovery	When selected, indicates that a warranty credit is being requested for this line item.
Qty Shipped	Updated with the sum of the line item action Quantity for records of type Ship, where the line item action Status is Complete.

Attributes Subview

If the selected product is customizable with attributes, users can use the Attributes view to select specific attributes or to view the default attributes. For information about customizable products, see Product Administration Guide.

Activity Plans Subview

The Activity Plans subview associates activity templates with order line items. The activities that belong to this plan appear in Activities subview. For more information, see Activity Plans View.

Part Locator Subview

The Part Locator subview finds the product to allocate to a line item in an order. The Locate buttons that appear in the Line Items view activate the Part Locator Engine to determine the inventory locations for line items.

After the products have been located, the Allocate command (in the menu drop-down list in the Part Locator view) reserves products for the order and the Generate PickTickets button (in the Service Order view) creates pick ticket records for the allocated line items.

Actions Subview

The Actions subview records all transactions created for the selected line item (for example, Allocate, De-Allocate, Ship, and Receive). The Fulfillment and Part Locator Engines automatically create Allocate transactions. The shipping process can automatically create De-Allocate transactions. For more information, see Process Shipment Button.

This subview also records manual transactions for selected line items. The De-Allocate command in the menu drop-down list creates a transaction of the type De-allocate.

For each line item action recorded, the values available in the Type field's picklist vary according to the transactions that have occurred previously. For example, the picklist does not offer the choice De-Allocate if no Allocate action has been performed previously on the line item.

Warranty Subview

The Warranty subview shows the warranties associated with a product. Pre-existing warranties can also be associated with the selected line item. For more information about warranties, see Warranties.

Repair Subview

The Repairs view shows the repair numbers associated with a line item. Repair # is the same as Defective Tag. This view is read-only.