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Siebel Field Service Guide > Fulfillment >
Fulfilling Orders
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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Siebel Field Service Guide Published: 21 April 2003 |