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Line Items View
The Line Items view records all items included in an order. Table 83 describes items in Line Item records.
Table 83. Selected Items in the Line Items View Item Description Customize This button invokes Siebel eConfigurator for products categorized as customizable. See Product Administration Guide. Fulfill This command creates an inventory transaction that allocates parts from inventory and creates pick tickets for the selected line item. Fulfill All This button creates an inventory transaction that allocates parts from inventory and creates pick tickets for all the line items in a selected order. Locate/Locate All These buttons appear in the view only when the Part Locator subview tab is selected (see Part Locator Subview). Reprice This command activates the Pricing Engine to calculate the price for the selected line item based on the associated price list and pricing model. Reprice All This button activates the Pricing Engine to calculate the price for all line items based on the associated price list and pricing model. Qty The quantity of the item in an order. This is normally an integer, but may be set to a decimal field. Note that the Replenishment and Fulfillment Engines may truncate decimal values.Configuration Note
Because of the special behavior of the Line Items business component (based on special class CSSBCLineItem), a Line Item record can be updated only if its parent Order record is exposed (present and active) in the Orders screen. If the screen exposes only the Line Items view without the Service Order view, the Line Item records are read-only.
Totals Subview
The Totals subview provides a breakdown of products and services sold in terms of the price for a selected line item, a discount, and a price adjustment. The result is the total for the selected line item before adding tax and shipping.
Line Detail Subview
The Line Detail subview contains more information about a selected order line item, including details specific to service products, shipping and billing information, and pricing. Table 84 describes items in Line Detail records.
Attributes Subview
If the selected product is customizable with attributes, users can use the Attributes view to select specific attributes or to view the default attributes. For information about customizable products, see Product Administration Guide.
Activity Plans Subview
The Activity Plans subview associates activity templates with order line items. The activities that belong to this plan appear in Activities subview. For more information, see Activity Plans View.
Part Locator Subview
The Part Locator subview finds the product to allocate to a line item in an order. The Locate buttons that appear in the Line Items view activate the Part Locator Engine to determine the inventory locations for line items.
Once located, the Allocate command (in the pull-down menu in the Part Locator view) reserves products for the order and the Generate PickTickets button (in the Service Order view) creates pick ticket records for the allocated line items.
The Part Locator view has these lists:
- Available / Substitute. This view lists the inventory locations at which the selected line item or a substitute for the selected line item is available.
- Line Allocation. This view lists the quantities of the selected line item that are allocated to each inventory location.
Actions Subview
The Actions subview records all transactions created for the selected line item (for example, Allocate, De-Allocate, Ship, and Receive). The Fulfillment and Part Locator Engines automatically create Allocate transactions. The shipping process can automatically create De-Allocate transactions (see Process Shipment Button).
This view also records manual transactions for selected line items. The De-Allocate command in the pull-down menu creates a transaction of the type De-allocate.
For each line item action recorded, the values available in the Type field's picklist vary according to the transactions that have occurred previously. For example, the picklist does not offer the choice De-Allocate if no Allocate action has previously been performed on the line item.
Warranty Subview
The Warranty subview shows the warranties associated with a product. Pre-existing warranties can also be associated with the selected line item. For more information about warranties, see Warranties.
Repair Subview
The Repairs view shows the repair numbers associated with a line item. Repair # is the same as Defective Tag. This view is read-only.
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Siebel Field Service Guide Published: 21 April 2003 |