Siebel Professional Services Automation Guide > Project Management > End-User Procedures for Project Management >

Creating an Order for Project Materials

End users may want to create a product or material order and associate it with a project. This functionality allows for the tracking of material costs related to a project.

To create an order

1. Navigate to the Projects screen.
2. From the visibility filter, select the appropriate view.
3. Drill down on the Name field hyperlink for a selected project record with which the order will be associated.
4. Click the Orders view tab.
5. In the Orders list, add a new record.
6. Complete the necessary fields.

   Field	Comments
   Account	Account associated with the project. Automatically filled in when you create an order from a project record associated with an account.
   Active	Check box specifying whether the order is currently active. If it is active, the box is checked, if it is not active, the box is not checked.
   Order #	Number created automatically by the Siebel application to identify this order.
   Order Date	Date on which the order was created. Defaults to the current date and time. This value can be changed as needed.
   Project	Project for which this order is being created. Automatically filled in when you create an order from a project record.
   State	State of the order. Choices may include open, closed, or pending. Note that this may not be the same as status.
   Status	Current status of the order.
   Type	The kind of order being created. Examples could include a purchase order or a sales order.

7. Drill down on the Order # field hyperlink to display the Orders screen and add additional details concerning the order.