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Siebel Order Management Guide > Working with Orders > Associating an Activity Plan or Activity with an OrderIndividual activities or activity plans (collections of activities) can be associated with one or more line items in your order. Activities are tasks that should be performed after the order has been finalized and submitted. For example, when a customer purchases an item that needs to be installed, an activity template might list all of the activities that need to occur to support that installation. When that template is added to the line item, the activities from it are assigned to the appropriate people, and will appear in their activity lists. Typically the administrator sets up activity templates in advance so that end users can add them to items in an order. End users can also add individual activities. For information on setting up activity templates, see Setting Up Activity Plan Templates. To associate an activity plan template with a line item
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Siebel Order Management Guide |