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Siebel Field Service Guide > Fulfillment >

Fulfilling Orders

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Follow these procedures to fulfill service orders. This involves identifying and reserving items specified in an order.

To allocate parts for a service or internal order manually

Navigate to the Orders screen.
Select an order.
Click the Line Items tab.
Select the line item to allocate.
Click the Actions subview tab.
To add an action record, click New.
In the Type field, select Allocate.
Enter the order quantity in the Qty field.
Specify inventory information in the Source Location, Source Availability, and Source Status fields.

NOTE:  If the Logistics Manager and its Fulfillment Engine are installed, the Fulfillment Engine automatically specifies Allocate actions.

To generate a pick ticket for an order

Navigate to the Orders screen.
Select an order.
Click the More Info tab.
Click the menu button and select Generate Pick Tickets.

To locate order line items using the Part Locator

Navigate to the Orders screen.
Select an order.
Click the Line Items tab.
Select a line item.
Click the Part Locator tab.
In the Line Items list, click one of the following buttons:
Locate - Searches for the product through inventory locations, and then loads the list of available and substitute parts in the Part Locator subview.
Locate All - Finds inventory locations for all line items.

To allocate order line items using the Part Locator

Follow the procedure To locate order line items using the Part Locator.
In the Part Locator subview, select a product/inventory location record in the Available Substitute list or the Line Allocation list.
In the Qty field, enter the number of items to allocate.

If no quantity is specified, the total available quantity is allocated.

If the selected record is in the Available Substitute list, click the appropriate button:
Allocate All. Allocates available parts automatically, starting with the first listed inventory location, up to the value in the Qty field.
Allocate. Allocates the selected line item from a selected product/inventory location record.

To fulfill orders using the Fulfillment Engine

Navigate to the Orders screen.
Select an order.
Click Fulfill to fulfill the selected order.

To fulfill order line items

Navigate to the Orders screen.
Select an order.
Click the Line Items tab.
Select an order line item.
Do one of the following:
Click Fulfill to fulfill the selected order line item.
Click Fulfill All to fulfill all order line items.

To de-allocate order line items

Navigate to the Orders screen.
Select an order.
Click the Line Items tab.
Select an order line item.
Click the Actions subview tab.
Select the action item (of type Allocate) to de-allocate.
Click the menu button and select De-Allocate from the drop-down list.

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