Siebel Order Management Guide > Creating a Quote or Order >

Process of Creating an Order


This section describes how to create a new order that is not based on a quote.

If you have already created a quote, you should create the order by converting that quote to an order, rather than by using the procedures in this section. Then the order pulls in all the details from the quote, so you do not have to reenter these details. For more information, see Converting a Quote to an Order.

An advantage of creating an order that is based on a quote is that you can verify a quote to see if it has any errors. If you are creating a complex order that might have errors, you should do it by creating quote, verifying the quote, and then converting it to an order. For more information, see Process of Creating a Quote.

To create an order that is not based on a quote, you perform the following tasks:

  1. Starting an Order. You can create a new order record from a number of screens.
  2. Performing Common Tasks for Creating Quotes and Orders. Because the remaining tasks for entering information about the order are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Orders.
  3. Submitting an Order. When the customer is ready to place the order, the end user submits the order. For more information, see Submitting an Order.
Siebel Order Management Guide