Bookshelf Home | Contents | Index | Search | PDF |
A
ABS
ABS horizon, defined 1
appointment booking, process steps 1
constraints (table) 1
customer service representative, about using 1
Optimization Engine comparison, service region scheduling 1
overview 1
preventive maintenance and ABS, best practice 1
running, requirements for 1
schedule data, cache management 1
Scheduling Administration screen buttons and commands 1
scheduling horizons, example 1
scheduling horizons, list of 1
time slots, rules for preparing 1
ABS horizon, about 1
access list, role of 1
accounts
Accounts screen information, summarized 1
agreements for the account, viewing 1
associated products and assets, viewing 1
entitlements, associating manually 1
entitlements, associating with 1
entitlements, viewing 1
reports for service, list of 1
verifying for service 1
viewing for a company 1
viewing invoices for 1
Accounts screen, about 1
Actions subview, about using 1
Actions view, about using 1
activities
See also Logging Requests for Service
agreement, adding to 1
asset, reviewing by 1
different time zones, considerations 1
expenses, tracking 1
hours spent on, logging 1
invoices, logic for generating 1
new activity, entering for a service request 1
Preventive Maintenance Engine, about creating activities 1
pricing of 1
products and assets, tracking 1
repair activities, recording time and expenses 1
repair activities, viewing and updating 1
repair, generating activity plan and activities for 1
service region, about displaying activities for 1
service regions, moving between 1
service request, associating with 1
service request, updating for 1
service requests, adding 1
Unscheduled Activities list, about and table 1
viewing invoices by activity 1
Activities screen
about 1
All Activity view, about 1
Assignment Skills view, about 1
Charts view, about and fields (table) 1
Expense Tracker view, using for field service activities 1
Expense Tracker view, using for invoices 1
Instructions view, about 1
Invoices view, using for field service activities 1
Invoices view, using for invoices 1
Items view, about and fields (table) 1
Part Browser screen, about 1
Part Tracker view, about using for invoices 1
Part Tracker view, about using for service inventory 1
Part Tracker view, using for field service activities 1
Products screen, about and fields (table) 1
Readings view, about 1
Reports menu, activity reports 1
Schedule view, using for field service activities 1
Schedule view, using for Scheduling and Dispatch 1
Steps view, about and fields (table) 1
Time Tracker view, using for field service activities 1
Time Tracker view, using for invoices 1
using, about 1
Activities view
about and buttons (table) 1
Assets screen, about using 1
Repairs screen, about using 1
service region, about displaying activities for 1
activities, billable
creating invoices for 1
expenses, recording for 1
parts, recording for 1
recording for service request 1
time, recording for 1
activities, field service
about and types of 1
activities, assigning 1
activity materials, ordering 1
activity templates and plans, using 1
additional skills, recording 1
analysis charts, list of 1
Category field 1
child records, creating 1
invoice, generating automatically 1
Lock Assignment check box, about 1
materials, verifying availability 1
on-hand inventory, verifying 1
reports, described 1
rules, assigning 1
schedules, viewing 1
service parts, recording movement 1
service request, adding new activity 1
substitute product suggestions, viewing 1
time, logging 1
trunk inventory, verifying 1
verifying 1
activity breaks, about and rules 1
Activity Gantt Chart
about 1
behavior, changing 1
data, selecting activity for 1
Dispatch Board predefined queries, about and list of 1
queries and legacy data, using with 1
using, notes on 1
activity labor charges, tracking 1
activity plans
repair, generating for 1
service request, associating with 1
technical documentation, adding to 1
test plans, adding to 1
Activity Plans subview, about using 1
Activity Plans view
Repairs screen, about using 1
Service Requests view, about and fields (table) 1
activity templates
about 1
Actions view, about associating preventive maintenance plans with 1
activity assignment, overview of 1
fields copied from, list of 1
order line items, associating with 1
preventive maintenance plans, associating with 1
Release Manager, setting up 1
Activity Templates view
about 1
Service Details subview, about and fields 1
Activity view, about and viewing activity details 1
adjustments
invoice charges, about 1
line items, invoicing logic 1
administrative tasks, list of 1
Agent Committed Time, about calculating 1
agent committed time, calculating for a service request 1
aggregate pricing, about setting up 1
agreement contacts
agreements, viewing for 1
primary contact, associating 1
verifying 1
viewing 1
agreement line items
billing details, using for agreements 1
billing details, using for invoices 1
creating automatically 1
creating invoices for (manually) 1
detail fields, viewing 1
entitlements, creating automatically 1
invoices associated with, viewing 1
invoices, creating for 1
invoices, creating manually 1
invoices, modifying 1
invoicing logic 1
line item detail, viewing 1
pretax and preshipping price, viewing 1
product attributes, viewing 1
revenue, viewing 1
service pricing 1
agreement pricing plans
asset-based matrix pricing, about 1
asset-based pricing, defining 1
contract-based pricing, defining 1
discounts, viewing 1
nonrecurring plans, defining 1
order-entitlement-based pricing, configuring 1
product and asset combinations 1
use plans, defining 1
agreement terms
defining 1
terms and totals, viewing 1
agreements
See also Agreements Overview
about 1
activities, adding 1
activity plans, associating 1
Agreement record, field descriptions 1
analysis charts, viewing 1
approvals, viewing 1
attachments, viewing 1
automatic invoicing, setting up 1
contract, verifying for 1
cost of materials and revenues, viewing 1
files, attaching 1
financial details, adding 1
generated documents, viewing 1
generating agreement documents 1
invoices, logic for generating 1
level of service, viewing 1
new agreements, creating 1
notes, adding 1
preventive maintenance actions, generating 1
preventive maintenance plans, associating with 1
related orders, viewing 1
reports, viewing 1
shipping information, defining 1
use plan pricing, defining 1
viewing by entitlement 1
agreements and products
covered products, viewing 1
products, adding 1
purchased products, viewing 1
Agreements screen
about 1
Line Items view, about using and fields (table) 1
Preventive Maintenance subview, about using 1
using for preventive maintenance, about 1
Agreements view, about and agreement record items (table) 1
alarms, setting for activities 1
about 1
configuring 1
All Activities view
about and views (table) 1
activities, rules for assigning 1
All Exceptions view, about naming set of exceptions 1
All Inventory Locations Across Organizations, about 1
All Pending Orders view
Pending Internal Orders subview, about using 1
Pending POs/ROs/RMAs subview, about using 1
using, about 1
All Schedule view, about using to create multiple schedules 1
All Unknown Receipts view, about using 1
Allocate button, about using 1
Allocated Lines subview, about and fields (table) 1
Application Administration Screen, Activity Templates view 1
Appointment Booking System (ABS)
See Introduction to Siebel Scheduling
appointments
booking, conditions for 1
cancelling, conditions for 1
moving about and classes of operations 1
architecture
design, about 1
field service engines, list of 1
Siebel Professional Services, about integrated with 1
asset costing
adjusted cost, calculating 1
Asset Mapping view, about mapping and cost adjustment 1
cost delta and value 1
mapping, setting up for 1
Recost function, about 1
replacement cost delta, calculating 1
asset hierarchy
See also Setting Up Assets
Components view, about displaying components 1
hierarchical asset, generating from a product bundle 1
overview 1
shipping and receiving, considerations 1
Transaction view, about working with 1
asset mapping
Asset Mapping view, about cost adjustment 1
overview 1
Value view, about valuing assets 1
Asset Mapping view, about and fields (table) 1
asset measurements
Asset Mapping view, about cost adjustment 1
associating assets with measurements 1
defining 1
Measurement Analysis chart, about 1
Measurements view, about 1
Product Measurements view, about defining measurements for assets 1
reading from assets, recording 1
reading results, analyzing 1
recording readings 1
usage data, about capturing 1
asset numbers, about recording serial/asset numbers 1
asset transactions
about 1
generation rules 1
transaction types, about 1
Transaction view, about creating 1
asset-based matrix pricing
about 1
defining 1
product and asset combination, specifying 1
service products 1
assets
See also Setting Up Assets
activities, reviewing all associated with 1
asset hierarchy, reviewing 1
asset numbers by product and transaction, viewing 1
Assets view, about defining assets 1
asset-swapping during repairs 1
Audit Trail view, about viewing audit trail 1
change requests, reviewing for assets 1
covered by entitlement, viewing 1
entitlement, associating 1
Entitlements view, about displaying entitlement for an asset 1
entitlements, associating manually 1
hierarchical, inventory transactions on 1
movement of 1
movement tracking, viewing 1
multiple assets, associating with service requests 1
operating status and history, viewing 1
preventive maintenance activities, reviewing 1
preventive maintenance plan, viewing the status for an asset 1
preventive maintenance plans, associating with 1
preventive maintenance plans, validating 1
by product and inventory location, viewing 1
product, specifying for 1
properties of 1
readings from assets, recording 1
Recost function, about 1
registration 1
Relationships view, about recording backup and dependent assets 1
repair history, about attaching 1
repair history, viewing 1
repairs, reviewing for selected asset 1
serialization of 1
service request, adding additional to 1
service request, adding to 1
service request, generating for preventive maintenance 1
specifying for a product 1
Value view, about valuing an asset 1
verifying for service 1
warranties, associating with 1
warranties, automatically associating with 1
warranties, verifying and related information 1
warranties, verifying for an asset 1
Assets screen
Activities view, about using 1
Assets view, about and fields (table) 1
Assets, about using 1
Attributes view, about using 1
Audit Trail view, about using 1
Charts view, about using 1
Components view, about using 1
Entitlements view, about 1
Explorer Across Organizations view, about using 1
Explorer view, about using 1
History subview, about using 1
Measurements view, about using 1
Plans subview, about using 1
Preventive Maintenance view, about using 1
preventive maintenance, about using 1
Readings view, about using 1
Relationships view, about using 1
Repairs view, about using 1
Repairs, about using 1
Transaction view, about using 1
Uptime Data view, about using 1
Value view, about using 1
Warranties, about using 1
Warranty view, about using 1
Assets subview
Inventory screen, about and using 1
Products view, about using 1
Assets view
Assets screen, about and fields (table) 1
Inventory Transactions screen, about using 1
assets, setting up
change requests, associating with 1
components, creating 1
cost of assets, by product line 1
measurements, defining 1
preventative maintenance plans, associating with 1
primary asset, associating with backup asset 1
transactions, manually associating 1
Assign command
assignment rules, accessing 1
field service engineers, about using to provide ranked list of 1
field service engineers, assignment rules 1
Assignment Engine, about running automatically and interactive mode 1
Assignment Manager
about and scheduling activities 1
assignment rules, accessing 1
assignment rules, overview 1
field service engineers, using to assign 1
assignment rules, accessing 1
Assignment Skills view, about 1
Attachments view, about and directories written to 1
attachments, adding to a change request 1
Attributes subview, about using 1
Attributes view, about using 1
audience for guide 1
audit trail administration
about 1
information recorded, list of 1
Siebel Remote users, about using audit trail 1
Audit Trail view
Assets screen, about using 1
Service Requests view, about 1
audit trails, about viewing by assets 1
Auto Receive flag, about 1
auto-invoice
about setting up 1
required information 1
auto-substitution, conditions for 1
B
backup assets, about recording using the Relationships view 1
barcode reading, operations
See also Barcode Data Destinations
barcode data destinations 1
barcode data processing 1
barcode data searching 1
Barcode report, about 1
Barcode Toolbar Enable Flag parameter, about 1
barcodes
See also Barcode Data Destinations
barcode interface, setting up 1
barcode toolbar, about 1
barcode toolbar, showing or hiding 1
concepts and terms 1
control characters 1
end user operations, list of 1
interface entry modes 1
interface overview 1
interface, control characters 1
new records for barcode data, creating 1
printing in reports 1
record, finding with barcode data 1
record, updating with barcode data 1
reports, changing fonts for 1
scanning, actions triggered by 1
toolbar buttons, described (table) 1
Billable Flag, about 1
billable items
See Line Items View
billing terms
defined by service 1
discounts, viewing 1
entitlement services 1
expense exceptions 1
service billing details, viewing 1
service product exceptions 1
services, pricing for 1
time exceptions 1
breaks
about and rules 1
activities, including in 1
break time, recording 1
break type, setting name of 1
defining and allowing them for activities 1
BusComp object types
numbering, about 1
record ID, alternative values for 1
business constraints
contractual or legal, tracking 1
parts, availability of 1
business requirement, scheduling 1
business service engines
list of 1
logging levels, about and table 1
server component aliases 1
business services, about implementing components as 1
C
cache, loading and reloading service region data 1
Calendar view, about 1
Category field
about 1
child records, about creating 1
centralized dispatch model and field service optimization 1
change request closures, verifying
See also Verifying Change Request Closures (QA End User)
about 1
closed change requests, querying for 1
closing change requests as verified 1
reopening change requests 1
change request, assessing by product marketing
See also Assessing Change Requests (Product Marketing End User)
about 1
change request, reassigning 1
prioritizing and assigning change requests 1
unassigned change request, closing 1
unassigned change requests, querying for 1
change requests
See also Logging Change Requests (QA End User)
assessing importance of, process of 1
asset, associating with 1
assets, viewing by 1
closed change requests. querying for 1
closing change requests as verified 1
closing resolved change requests 1
closures, verifying 1
engineers, assigning to 1
logging, process of 1
multiple occurrence change requests, creating 1
multiple occurrence links, breaking 1
patch requests, process of creating 1
prioritizing and assigning change requests 1
product, verifying associated change requests for 1
reassigning 1
related change requests, linking 1
reopening change requests 1
resolving, process of 1
service request, associating a change request to 1
solution, associating change request with 1
test passes, associating with 1
unassigned change requests, closing 1
unassigned change requests, querying for 1
Change Requests view
Service screen, about using to describe manufacturing defects 1
Solution Administration screen, about using to associated changes requests to 1
Solutions screen, about using to associate a solution 1
change requests, logging by quality assurance
See also Logging Change Requests (QA End User)
about 1
attachments, adding to a change request 1
change requests, resolving by engineering
See also Resolving Change Requests (Engineering End User)
about 1
closing resolved change requests 1
engineers, assigning change requests to 1
multiple occurrence change requests, creating 1
multiple occurrence links, breaking 1
related change requests, linking 1
charts
service analysis charts, list of 1
view, about and fields (table) 1
Charts view
Assets screen, about using 1
Service screen, analyses of activities (list of) 1
Check Trunk, using to verify on-hand inventory 1
closing service request 1
Commit buttons
mechanism described 1
using, about 1
component request parameters
Cycle Counting Engine, setting a repeating request 1
Cycle Counting Engine, setting for 1
Fulfillment Engine, setting 1
Part Locator Engine, setting 1
Preventive Maintenance Engine (table) 1
Replenishment Engine (table) 1
Components view, about using 1
configuration parameters
Cycle Counting Engine, technical explanation 1
inventory, about aspect precedence 1
precedence rule for cycle counting 1
Replenishment Engine (table) 1
Consolidated Lines subview, about using 1
Consolidation view
Consolidated Lines subview, about using 1
Qualified Lines subview, about using 1
Shipping screen, about using 1
constraints
ABS and Optimization engine (table) 1
Constraint Wizard, about using to create 1
creating constraints (procedure) 1
service business constraints and examples 1
types of 1
work hours, examples of limiting 1
Constraints Sets view
Constraints view, about 1
Service Regions view, about 1
Constraints view
Constraints Sets view, about 1
creating constraints (procedure) 1
Server Key Mappings view, about and fields (table) 1
contacts
verifying for service 1
viewing invoices for 1
Contacts screen, about 1
Contacts view, about using 1
Contract Schedule button, about 1
contract scheduling
See also Contract Scheduling
about and running 1
Contract Schedule button, about 1
cost function, factor calculations 1
Insert Activity button, about and conditions for using 1
Load button, about and conditions for use 1
Contract Scheduling period, about 1
contract-based pricing
about 1
associating with entitlement 1
defining 1
order-entitlement-based pricing, configuring 1
contracts
correspondence, generating for a service request 1
Cost Function Details View, about 1
cost functions
about 1
factor calculations 1
Cost Functions view, about defining Optimizer function 1
cost lists, about tracking 1
costs, calculating asset adjusted cost 1
Counted Serial Numbers subview, about 1
Counted Serial Numbers subview, about using 1
customer responses, viewing 1
Customer Satisfaction Survey view, about 1
customers
repaired or exchanged parts, returning to 1
repaired parts, shipping to 1
repairs, shipped directly from third-party vendor 1
cycle count basis
inventory location type, defining for 1
inventory location, defining for 1
cycle count class
inventory type and product, defining 1
location and product, defining for 1
cycle count setup
cycle count class, defining for products at inventory location 1
inventory location type, defining for 1
inventory type and product, defining 1
Cycle Count view, about using 1
cycle counting
See also Cycle Counting
completing a cycle count 1
frequency and periods, defining for an inventory location type 1
overview 1
Part List view, about displaying product counts by location 1
parts lists, reviewing 1
parts, specifying manually 1
pending cycle counts, reviewing 1
populating variance and serial number data 1
precedence rule, about 1
results of a cycle count, recording 1
results, reviewing 1
scenario 1
variance information, viewing 1
Cycle Counting Detail report 1
Cycle Counting Engine
See also Cycle Counting
about 1
component request parameters, setting 1
component request parameters, setting a repeating request 1
configuration parameters (table) 1
configuration parameters, technical explanation 1
configuring tracing 1
counting results, reviewing 1
cycle count, running 1
FSCyccnt parameters (table) 1
input and output 1
logging levels, modifying 1
methods, using to invoke 1
process overview and logic diagram 1
product classification methods 1
running interactively 1
synchronous or asynchronous operation, specifying 1
system preferences, changing 1
tracing levels, about 1
cycle counting parameters, viewing for a location 1
cycle counting setup
cycle count, defining basis for inventory locations 1
frequency and periods, defining for an inventory location 1
frequency and periods, defining for an inventory location type 1
Inventory Location Types view, about assigning cycle counting parameters 1
inventory location, setting up by 1
parameters by location, defining 1
product parameters by location 1
start and end dates, defining 1
system preferences 1
Cycle Counts screen
Cycle Counts view, about and fields (table) 1
using, about 1
Cycle Counts subview, about and fields (table) 1
Cycle Counts view
Cycle Counts subview, about and fields (table) 1
Inventory screen, about and fields (table) 1
More Info subview, about and fields (table) 1
Part List view, about and fields (table) 1
Variance view, about and fields (table) 1
Cycle Counts views, about and fields (table) 1
D
data
employee data, maintaining and loading 1
loading for service regions 1
Data Administration screen
Order Action Types view, about using 1
Order Types view, about using 1
views for configuring orders, about 1
data cleansing application, about 1
data set, extending 1
databases
remote and local databases, about synchronizing 1
synchronization, trunk inventory 1
Date triggers, about 1
De-Allocate transaction
about and using Process Shipment button 1
Shipped Line quantity conflict 1
decision issues
service request, viewing for a 1
service requests, finding for 1
Def Act Owner ID system preference, about 1
defective parts
See also Receiving Items for Repair
defective items, receiving 1
external provider, shipping to 1
movement, tracking 1
over the counter, returning 1
processing for repair 1
stock transfers, tracking 1
warranty status, verifying 1
DeInstall transaction, about 1
dependent assets, recording 1
Details subview, about and fields (table) 1
discounts, viewing 1
dispatch
See also Assigning and Scheduling Field Service Activities Manually
Dispatch Board, adding service regions to 1
dispatcher responsibility, assigning to users 1
Dispatch Board
See also Setting Up the Dispatch Board
about and scheduling activities 1
Activity Gantt Chart, about 1
dispatcher responsibility, assigning to users 1
field service engineers, assigning and scheduling 1
graphical interface, about 1
queries, using 1
queries, using legacy data 1
service regions, adding to 1
setting up 1
Unscheduled Activities list (table) 1
dispatcher responsibility, assigning to users 1
dispatching field service engineers
about 1
selecting based on skill 1
service activities, assigning manually 1
service activities, assigning with Assignment Manager 1
documentation, additional 1
Documents view, about and fields (table) 1
Downgrade transaction, about 1
E
employee availability
employee data, maintaining and loading 1
shifts, about and rate types 1
employee data, maintaining and loading 1
employee schedules
about and control of 1
ABS and Optimization Engine constraints (table) 1
associating with services 1
break time, recording 1
break type, setting name 1
break, including activities 1
breaks, about and rules 1
breaks, defining and allowing them for activities 1
constraints, about and examples 1
constraints, about creating 1
constraints, examples of 1
exception hours, defining 1
skill-based routing, about 1
travel conditions and travel time, about and setting fields 1
employees
exception hours, defining 1
schedule, associating with 1
Employees view, about listing employees assigned to service region 1
employees, roles, defining with locations 1
Entitle button, about using 1
entitlement templates
defining 1
metrics, defining 1
overview 1
preventive maintenance plans, defining 1
Preventive Maintenance subview, about and preventive maintenance plan 1
products, associating 1
products, defining 1
service billing details, defining 1
special pricing, defining 1
template metrics, defining 1
entitlements
See also Automatic Entitlements
accounts, associating manually 1
agreements, viewing for 1
assets, associating manually 1
assets, viewing 1
automatic entitlements, about 1
billing terms, defining 1
Contacts subview, about using to associate contacts with an entitlement 1
contacts, associating manually 1
contract-based order pricing, associating 1
Entitlements view, about 1
Metrics subview, about recording performance measurements for 1
performance metrics, adding 1
preventive maintenance plans, associating manually 1
products, associating manually 1
service billing details, viewing 1
service hours, viewing 1
service request, selecting for 1
service request, verifying for and selecting an entitlement 1
use plan pricing, defining 1
Verify button, using to find 1
verifying for service 1
viewing 1
Entitlements view, about 1
entitlements, setting up
entitlement template metrics, defining 1
entitlement templates and products, associating 1
entitlement templates, defining preventive maintenance plans 1
entitlement templates, defining service billing details 1
entitlement templates, defining special pricing 1
products covered by entitlements, defining 1
schedule exceptions, defining 1
service activity, defining billing exception 1
service activity, defining expense exceptions 1
service calendar, associating 1
service hours, defining 1
system preferences for verifying, table of 1
verification system preferences 1
Verify entitlements button, setting system preferences 1
Event subview, about and fields (table) 1
Event triggers, about 1
Exception Hours view, about defining day or continuous blocks of days 1
exceptions
exception hours, defining for an employee 1
schedule, adding to 1
exchanged part, returning to customer 1
expense exceptions, defining 1
Expense Tracker view
field service activities, about and fields (table) 1
invoices, about using for 1
expenses
activity, logging for 1
recording for repair activities 1
explanations, finding for service requests 1
Explorer Across Organizations view, about using 1
Explorer view, about using 1
external locations
about 1
setting up 1
F
Fast Guided Local search optimization method, about 1
features, new in this release 1
field part movements, verifying 1
field service activities
invoice, automatically generating automatically for 1
invoices, generating automatically 1
material, verifying availability 1
materials, ordering 1
new activity, adding 1
on-hand inventory, verifying 1
order status, verifying 1
service parts, recording movement 1
substitute product suggestions, viewing 1
time, logging 1
tracking 1
trunk inventory, verifying 1
field service activities, setting up
alarms, setting for activities 1
field service activity templates, setting up 1
field service activities, using
activity, logging hours spent on 1
expenses, logging for an activity 1
field service engineer's activities, reviewing 1
instructions, recording additional 1
material, ordering for an activity 1
materials for an activity, verifying availability and order status 1
new activity, entering for a service request 1
on-hand inventory, verifying using Check Trunk 1
on-hand inventory, verifying using Part Browser 1
part movements in the field, verifying 1
parts and tools, recording to complete a service activity 1
service activity steps. recording additional 1
service parts, recording movement in the field 1
skills required to complete activity, recording additional 1
field service activity templates
activity templates, associating activities with 1
activity templates, defining 1
steps, skills, parts and tools, and instructions, associating with an activity 1
Field Service client, invoking Preventive Maintenance Engine 1
field service engineers
activities, reviewing 1
Assign command, about using to provide ranked list of 1
assigning and scheduling manually 1
Assignment Manager, employee assignment rules 1
assignment rule, accessing 1
service activities, assigning manually 1
service activities, assigning with Assignment Manager 1
skill, selecting based on 1
Field Service Part Browser, about 1
files, attaching to agreements 1
FS_PROD_ALLOC_RULES, about specifying 1
FSCyccnt component request parameters 1
FSFulfill component request parameter, about and table 1
FSLocate component request parameter 1
FSPrevMnt component request parameter, about 1
FSRepl component parameters (table) 1
fulfillment
See also Fulfillment Overview
Allocate button, about using 1
Fulfill command, about 1
Generate PickTickets command, business flow 1
Locate button, about using 1
methods for 1
parameters, Fulfillment and Part Locator Engines 1
parameters, setting (procedure) 1
replenishment relationships, about setting 1
system preferences, about and table 1
Fulfillment Engine
See also Fulfillment Overview
about 1
auto-substitution, conditions for 1
component request parameters, setting up 1
filling orders 1
inventory line items, status requirement 1
inventory locations, overview of locating 1
inventory option fields 1
inventory-specific attributes, list of 1
logging levels, modifying 1
overview 1
parameters, about and table 1
Parts Locator, compared to 1
process overview and function diagram 1
starting 1
substitute products, viewing 1
synchronous/asynchronous operation, setting 1
system preferences, about 1
system preferences, setting 1
system preferences, table of 1
Fulfillment view, about using the Auto Receive flag 1
Future Release release type, about 1
G
Generate Orders view
Inventory Locations view, about using 1
Source Locations subview, about using 1
Target Locations subview, about using 1
Generate Orders view, about using 1
Generate PickTickets command, business flow 1
geocode
about 1
data, specifications for 1
importing geocode data 1
Get Warranty button, about 1
global SMS centers, about using Siebel Wireless Messaging 1
Glued period, about 1
Greedy search optimization method, about 1
Greenwich Mean Time (GMT), about and list of time zones 1
guide
audience for 1
documentation, additional 1
new features in this release 1
organization of 1
revision history 1
guided tabu search optimization method, about 1
H
hard constraints, about 1
hierarchical assets
history of revisions 1
History subview, about using 1
History view, about using 1
holidays, about using the Exception Hours view 1
I
importing geocode data 1
incremental usage plan 1
Insert Activity button, about and conditions for using 1
Install transaction, about 1
installment plan
Instructions view, about 1
internal orders, allocating parts manually 1
inventory
See also Running the Cycle Counting Engine
assets and products, linking 1
cycle count, adjusting after 1
Inventory module, about 1
inventory order, about specifying 1
mobile inventory transactions, about 1
on-hand inventory, verifying 1
on-hand inventory, verifying using Check Trunk 1
on-hand inventory, verifying using Part Browser 1
options allocated 1
Pending Internal Orders subview, using to view orders 1
Received Line Item subview, about recording inventory level 1
replenishing (procedure) 1
status for allocation 1
inventory categories, setting 1
Inventory Level Categories view, about using 1
Inventory Level subview
Product Inventory view, about and fields (table) 1
Product Inventory view, about using 1
inventory levels
about and examples 1
creating (procedure) 1
defining (procedure) 1
Inventory Level Categories view, about using 1
negative levels 1
products, associated with 1
Inventory Location Types subview, about using 1
Inventory Location Types view, about and fields (table) 1
inventory locations
See also Replenishment
across organizations 1
cycle count parameters, viewing for a location 1
cycle count, defining basis for 1
cycle counting frequency and period, defining for an inventory location type 1
employee, associating with 1
Inventory Locations Types view 1
location choices, displaying 1
multiple locations, viewing relationships among 1
organization, associating with 1
overview and location types, list of 1
relationships between, defining 1
Relationships view, about viewing relationships 1
repair numbers and 1
truck inventory 1
Vendor view, about recording vendors 1
vendor, associating with a location 1
inventory locations and cycle count
classes, defining for locations 1
cycle basis, defining 1
frequency and periods, defining 1
inventory location types, defining cycle count basis for 1
setting up 1
inventory locations and products
assets, by product, viewing 1
products associated with, viewing 1
products at location, viewing 1
Inventory Locations view
All Inventory Locations Across Organizations, about 1
external location, setting up 1
Generate Orders view, about using 1
Inventory screen, about and fields (table) 1
Inventory screen, about using 1
Pending Orders view, about using 1
Product Inventory subview, about and fields (table) 1
inventory locations, setup
cycle count classes, defining 1
cycle count, setting up 1
external location, setting up 1
frequency and periods, defining 1
inventory location types, defining cycle count basis for 1
location types, about setting 1
overview of setting up 1
positions, defining roles 1
replenishment relationships, defining 1
setup diagram 1
structure network, overview 1
virtual locations 1
Inventory Options subview
Product Field Service Details view, about and fields (table) 1
Product Service Details view, about using 1
Products screen, viewing from 1
Service Details view, about and fields (table) 1
Inventory screen
about using 1
Cycle Count view, about using 1
cycle counting and replacement, about using for 1
cycle counting parameters, viewing for a location 1
Cycle Counts view, about and fields (table) 1
Generate Orders view, about using 1
Inventory Location view, about and fields (table) 1
Inventory Locations view, about using 1
inventory status reports, generating 1
inventory status, using to verify 1
Pending Orders view, about using 1
Product Inventory view, about using 1
Relationships view, about and fields (table) 1
Roles view, about 1
Vendors view, about 1
inventory structure
inventory hierarchy structure, about 1
structure diagram 1
inventory tracking
cycle counting parameters, viewing for a location 1
inventory levels, about and examples 1
inventory status reports, generating 1
inventory status, verifying using the Inventory screen 1
inventory status, verifying using the Part Browser 1
reports, list of 1
tracking methods, about 1
inventory transaction types
defining 1
view containing 1
Inventory Transaction Types view, about using 1
inventory transactions
about 1
across organizations, about 1
Allocate button, using to allocate 1
asset numbers by product, viewing 1
asset swaps during repair 1
assets, adding to transactions 1
assets, assigning to transactions 1
Commit buttons, mechanics of 1
conditions for generating, types of (table) 1
customers, shipping to 1
destination mobile client, moving item to another trunk 1
good inventory, returning to 1
hierarchical assets 1
inventory generation rules 1
mobile client transactions, committing 1
negative inventory level, and 1
over-the-counter transaction, receiving a product as 1
products created automatically 1
repair activities, about 1
screen and view 1
serialized assets, quantity definition 1
source mobile client, moving item to another trunk 1
stock transfer, receiving a product as 1
third-party vendor, repairs received from 1
third-party vendors, repairs sent to 1
types, summary of (table) 1
viewing 1
write-off 1
Inventory Transactions screen
Assets view, about using 1
Inventory Transactions view, about and fields (table) 1
using, about 1
Inventory Transactions subview, about 1
Inventory Transactions view
inventory transactions across organizations, about 1
Inventory Transactions screen, about and fields (table) 1
inventory transactions, creating
asset, adding to 1
creating manually 1
destination mobile client, moving item to another trunk 1
source mobile client, moving item to another trunk 1
stock transfer or over-the-counter transaction, receiving product as 1
inventory, products
creating (procedure) 1
restocking products 1
serialization 1
substituting products, about using 1
writing off inventory 1
Invoice Engine
activities processing logic 1
adjustment line item processing logic 1
agreements processing logic 1
nonrecurring charge line items, processing logic 1
overview 1
recurring charge line items, processing logic 1
required information 1
service request processing logic 1
usage-based charges, processing logic 1
invoice integration
data set, extending 1
overview 1
service ports, defining 1
terms, invoicing integration 1
third-party invoicing software, disabling 1
Web services, configuring 1
workflow processes, about creating 1
invoice, billable items
expense tracking 1
expenses, recording for an activity 1
labor charges, tracking 1
orders, recording for a service request 1
parts, recording for an activity 1
time, recording for an activity 1
viewing, about and Line Items view 1
invoices
activity invoice, creating automatically 1
auto-invoice feature, about setting up 1
auto-invoice, required information 1
automatic agreement invoicing, setting up 1
billable activities, recording for a service request 1
creating and modifying 1
creating automatically for service requests 1
creating for agreement line items 1
creating manually 1
discounts associated with agreement 1
field service activity, generating automatically 1
nonrecurring charges 1
nonrecurring plans 1
overview and diagram 1
part, product, and asset tracking 1
payments, associating 1
printing 1
report for 1
service request, generating and printing 1
status indicators (table) 1
types of charges 1
invoices and agreements
discounts, viewing 1
invoices and agreement line items, associating 1
line item billing details, viewing 1
line items, creating manually 1
line items, modifying 1
Invoices screen
Invoices view, about and fields (table) 1
invoices, about using for 1
Line Item Details view, about and fields (table) 1
Line Items view, about and fields (table) 1
Payments view, about and fields (table) 1
Payments view, about and fields (table0 1
Invoices view
field service activities, about using for 1
invoices, about using for 1
Line Items view, about and fields (table) 1
invoices, viewing
agreement line item billing details 1
billable items. about and Line Items view 1
by activity 1
by contact 1
discounts 1
line item detail, viewing and Details subview 1
Payments view, about and fields (table) 1
Items view, about and fields (table) 1
items, definition of and repair activities 1
L
labor charges, tracking 1
laptop computers
remote and local databases, about synchronizing 1
synchronization of trunk inventory 1
Latitude format, about 1
legacy data and Dispatch Board queries 1
Line Detail subview, about and fields (table) 1
Line Item Details view, about and fields (table) 1
line items
Line Items Receipts view, about using to show all 1
orders, reviewing 1
Line Items Receipts view, about using 1
Line Items subview, about using 1
Line Items view
Actions subview, about using 1
Activity Plans subview, about using 1
Agreements screen, about using and fields (table) 1
Attributes subview, about using 1
Invoice Plan subview, about using 1
Invoices screen, about and fields (table) 1
Invoices view, about using 1
Line Detail subview, about and fields (table) 1
Orders screen, about and fields (table) 1
Part Locator subview, about using and lists 1
Repair subview, about using 1
Totals subview, about using 1
updating order line items, configuration note 1
Warranty subview, about using 1
Load button, about and conditions for use 1
Locate button, about using 1
location order, about specifying 1
Lock Assignment check box, about 1
logging levels, service engines 1
Longitude format, about 1
M
Manual assignment, about and scheduling activities 1
Marketing Release Document (MRD)
adding 1
features, associating with 1
materials
activity, ordering for 1
availability and order status, verifying 1
Measurement Analysis chart, about 1
measurements
about defining 1
Product Measurements view, about defining assets 1
Measurements view, about using 1
Metrics view, about using 1
metrics, viewing for service request 1
Missing Assets subview, about 1
mobile clients
about synchronizing 1
Commit buttons, mechanics of 1
committing transactions 1
destination mobile client, trunk-to-trunk transfers 1
inventory transactions, about 1
parts movement, process overview 1
source mobile client, trunk-to-trunk transfers 1
Mobile Inventory Transaction Engine
asset transactions, about using for 1
logging levels, modifying 1
Mobile Inventory Transaction Engine, about 1
mobile inventory transactions
about 1
Commit buttons, mechanism of 1
More Info subview, about and fields (table) 1
More Info view
repairs, about using for 1
warranties, about using for 1
multiple occurrence
change requests, creating 1
links, breaking 1
multi-processor support, about and examples 1
N
No Barcode report, about 1
nonrecurring charges, about 1
nonrecurring payment plans
about 1
agreement line item billing details, viewing 1
defining 1
NRC view 1
non-serialized products
creating (procedure) 1
treatment of 1
numbering
about 1
record ID, alternative values for 1
O
one-time charges 1
on-hand inventory, verifying 1
operating status and history, viewing by asset 1
Optimization Engine
See also Contract Scheduling
about 1
ABS, comparison, service region scheduling 1
appointments, moving and classes of operations 1
best practices 1
business priorities, about 1
centralized dispatch model, about 1
contractual or legal constraints, about enforcing 1
engine, requirements 1
optimization, levels of 1
optimizing scheduling, role in 1
parts, availability of 1
repairs and service contracts, scheduling concerns 1
schedule data, cache management 1
scheduling calls, high-traffic areas 1
service region's schedule, methods for obtaining 1
Workflow Manager, about using 1
Optimizer
See also Employee Availability and Schedules
constraints (table) 1
geocode and ZIP Code requirements 1
Scheduling Administration screen buttons and commands 1
scheduling horizons, example 1
scheduling horizons, list of 1
Optimizer horizon, about 1
Order Action Types view, about using 1
order line items
activity templates, associating with 1
adjustment line items, logic for 1
allocating using Part Locator Engine 1
attributes, selecting for customizable products 1
deallocating (procedure) 1
fields in view 1
fulfilling (procedure) 1
invoicing logic for nonrecurring charges 1
line items processed, viewing 1
locating parts using Part Locator subview 1
locating using Part Locator Engine 1
pick tickets, finding for line item 1
pricing details, viewing for 1
reviewing line items 1
selected order line item, getting more details on 1
transactions, viewing 1
updating, configuration note 1
warranties, associating with 1
warranties, verifying for 1
order line items, receiving
incomplete documentation, reviewing 1
order, receiving 1
order line items, shipping
allocated items and associated pick ticket, viewing 1
allocated items and shipment, viewing 1
qualified items, viewing 1
Repair Pick Ticket view, about viewing items allocated for repairs 1
serial numbers 1
shipping orders, viewing 1
Order Types view, about using 1
order, defined 1
order-entitlement-based pricing, about and configuring 1
orders
All Pending Orders view, about using 1
billable orders, recording for service request 1
contract-based pricing 1
Fulfillment Engine, using to fulfill orders 1
Generate Order view, about generating by Replenishment Engine 1
Order Action Types view, about using 1
Order Types view, about 1
pick ticket, generating for an order 1
pick tickets, relationship with 1
receiving hierarchical assets 1
related agreements, viewing 1
related service requests, viewing 1
repair orders, creating 1
restocking inventory 1
service or internal orders, allocating parts manually 1
service requests, reviewing associated with 1
status, verifying for field service activity 1
Orders screen
Fulfillment view, about using the Auto Receive flag 1
fulfillment, about using for 1
Line Items view, about and fields (table) 1
warranties, about using for 1
orders, receiving
line items for all order, reviewing 1
line items with incomplete documentation, reviewing 1
overview 1
pending orders (purchase, repair and return material), viewing 1
receiving (procedure) 1
repaired items from vendor, receiving 1
Unknown Receipt records, adding 1
validations for transactions 1
viewing received orders 1
orders, setting up
Fulfillment and Part Locator Engines, setting asynchronous or synchronous operation of 1
Fulfillment and Part Locator Engines, setting system preferences 1
order action types, defining 1
types of orders, defining 1
orders, shipping
hierarchical assets, considerations 1
pick ticket generation, process overview 1
pick ticket, finding for line item 1
pick tickets, consolidating 1
Process Shipment button, processes invoked 1
reports 1
Shipped Line quantity conflict 1
shipping procedure 1
validations for transactions 1
organization of guide 1
organizations
defined 1
inventory locations across organizations 1
inventory transactions across organizations, about 1
primary organization, setting for inventory location 1
role of 1
service requests, visibility across organizations 1
overtime, about defining and scheduling 1
P
Parameter Sets view, about 1
parameters
Cycle Counting Engine (table) 1
fulfillment and Part Locator Engine, setting parameters (procedure) 1
Fulfillment and Part Locator Engines, about and table 1
precedence rule for cycle counting 1
Preventive Maintenance Engine (table) 1
Replenishment Engine (table) 1
Replenishment engine, configuration of (table) 1
Parameters view, about 1
parameters, scheduling
about and table 1
appointments, moving about and classes of operations 1
Part Browser screen
inventory status, using to verify 1
on-hand inventory, using to verify 1
Part Locator, about and differences from 1
Product Inventory view, about using 1
service inventory, about using for 1
Part List view
Counted Serial Numbers subview, about using 1
Cycle Counts view, about and fields (table) 1
Part Locator Engine
See also Setting Up the Fulfillment and Part Locator Engines
automated function, about 1
component request parameters, setting up 1
Fulfillment Engine, compared to 1
inventory line items, status requirement 1
line item fulfillment, about 1
logging levels, modifying 1
order line items, allocating 1
order line items, finding 1
parameters, about and table 1
parameters, setting (procedure) 1
service inventory, about using to manage 1
synchronous/asynchronous operation, setting 1
system preferences, about and table 1
system preferences, setting 1
Part Locator subview, about using and lists 1
Part Locator, differences from Part Browser screen 1
Part Movement Administration view, about using 1
part movements
field part movements, verifying 1
verifying in the field 1
Part Tracker view
Activities screen, about and fields (table) 1
Commit button, about 1
invoices, about using for 1
service industry, about using for 1
parts
allocating manually 1
availability of 1
billable parts, recording for activity 1
customers, shipping repaired parts to 1
exchanged, returning to customer 1
on-hand inventory, verifying 1
physical location in inventory 1
Pick Ticket view, about viewing allocated parts 1
repaired parts, returning to the customer 1
specifying manually for cycle counting 1
tracking by activity 1
trunk inventory, verifying 1
parts movement
asset transaction generation 1
Commit buttons, mechanism of 1
defective parts, receiving 1
good inventory, returning 1
mobile clients, process overview 1
mobile inventory transactions, about 1
physical location, tracking 1
recording movement 1
tracking by asset or serial number 1
patch requests, creating
about 1
approving and shipping patch requests 1
change request, generating from 1
process of creating 1
payment plans
nonrecurring payments 1
usage-based plans 1
payments
See also Creating an Invoice
invoice payments, viewing and Payments view 1
invoices, associating 1
Payments view, about and fields (table) 1
Pending Internal Orders subview, about using 1
Pending Orders view
cycle counting and replenishment, about using for 1
Relationships view, about using 1
service inventory, about using for 1
Vendors view, about using 1
Pending POs/ROs/RMAs subview, about using 1
performance metrics
entitlement, adding manually 1
Metrics subview, about using 1
service benchmarks, viewing 1
service request, viewing for 1
Pick Ticket view
Allocated Lines subview, about and fields (table) 1
Pick Tickets view, about and fields (table) 1
Serial Numbers subview, about and fields (table) 1
Shipped Line subview, about and fields (table) 1
pick tickets
See also Shipping
allocated line items and pick tickets, viewing 1
allocated line items and shipment, viewing 1
consolidated pick tickets, viewing 1
consolidating (procedure) 1
line item, finding for 1
order, generating for 1
orders, relationship with 1
overview 1
Pick Ticket Details report, about 1
Pick Ticket view, about using and fields 1
products and quantities, viewing on one pick ticket 1
qualified order line items, viewing 1
waybills, filling in 1
Pick Tickets view
Consolidation view, about using 1
Pick Ticket view, about and fields (table) 1
Repair Pick Ticket view, about 1
Shipping screen, about using and fields (table) 1
Waybill view, about and fields (table). 1
Planned Completion, about making schedule changes 1
Planned End, about making schedule changes 1
Plans subview, about using 1
Plans view, about using 1
positions
defining with locations 1
inventory locations, associating with 1
postal code
Preventative Maintenance view, about using 1
preventive maintenance
See also Logic Governing Triggers
activities, reviewing by asset 1
asset, reviewing generated activities for 1
assets and preventive maintenance plans, associating with 1
Event triggers, about 1
generated actions, reviewing 1
history, viewing 1
plans, setup overview 1
preventive maintenance plans, defining 1
service request templates, creating 1
status of plan, viewing for an asset 1
Threshold triggers, measurements and readings 1
Time Interval triggers, about 1
triggers, rules and examples 1
usage triggers, about 1
Preventive Maintenance Engine
See also Logic Governing Triggers
activities, about creating 1
asset, validating PM plans for 1
FSPrevMnt server component 1
logging levels, modifying 1
logic (diagram) 1
parameters, listed (table) 1
parameters, setting 1
running 1
synchronous or asynchronous operation, setting 1
system preferences, changing 1
triggers, defining for preventive maintenance plans 1
Preventive Maintenance module, about 1
preventive maintenance plans
activity templates, associating with 1
agreements, associating with 1
asset, running for 1
associating actions 1
entitlements, associating manually 1
entitlements, manually associating 1
generating for agreements and entitlements 1
preventive maintenance action, associating 1
use with entitlement templates 1
Preventive Maintenance screen
Actions view, about using 1
History view, about using 1
Plans view, about using 1
Products view, about and fields (table) 1
Triggers view, about using 1
using, about 1
Preventive Maintenance subview, about using 1
Price Details view, about using 1
pricing
aggregate, about setting up 1
asset-based 1
contract-based pricing 1
nonrecurring payments 1
service pricing and exceptions 1
time exceptions 1
usage-based plans 1
use plan pricing, defining 1
Pricing Administration screen
Asset Mapping view, about and fields (table) 1
using, about 1
printing
barcodes in reports 1
invoice, generating and printing 1
invoices 1
Process Receipt button, about processes generated 1
Process Shipment button, processes invoked 1
processor, about multi-processor support and example 1
Product Administration screen
assets, about using for 1
fulfillment, about using for 1
Product Field Service Details view, about and fields 1
Product Measurements view, about and fields (table) 1
Products Service Detail view, about 1
Products view, about using 1
service industry, about using for 1
product builds, adding 1
product defects, viewing 1
Product Field Service Details view
Inventory Options subview, about 1
Product Administration screen, about and fields (table) 1
Substitute Products subview, about and using 1
Product Inventory subview, about and fields (table) 1
Product Inventory view
Assets subview, about using and fields 1
Inventory Level subview, about using 1
Inventory Level subview, about using and fields 1
Inventory screen, about using 1
Part Browser screen, about using 1
Substitutes subview, about using 1
Product Measurements view, about and fields (table) 1
product prototypes, about 1
product serialization
about 1
serialized compared to nonserialized 1
serialized products, creating 1
Product Service Details view
Inventory Options subview, about using 1
Product Administration screen, about using 1
Substitute Product subview, about using 1
products
See also Part Browser Screen
allocation of, specifying 1
asset, specifying for 1
associating inventory levels with 1
change requests, verifying associated for 1
displaying information about using 1
in inventory locations 1
inventory locations for, viewing 1
inventory, adding to 1
locating and allocating, views for 1
mapping cost of assets 1
nonserialized products, creating 1
Product Measurements view, about defining measurements from assets 1
Products view, about associating with PM plans 1
repair history, verifying 1
restocking 1
returning to good inventory 1
serialized and non-serialized, treatment of 1
serialized compared to nonserialized 1
service pricing exceptions 1
service products and asset-based pricing 1
substitute service product suggestions, viewing 1
warranties, verifying for 1
warranty coverage, checking 1
warranty coverage, specifying 1
products and agreements
agreement line item attributes, viewing 1
agreement, adding sold under 1
products in an agreement, viewing 1
products and assets
asset-based pricing 1
assets by products for a location, viewing 1
assets, specifying 1
products and entitlements
associating 1
associating manually 1
entitlement template, defining 1
products covered by entitlement, viewing 1
Products screen
cycle counting and replenishment, about using for 1
field service activities, about and fields (table) 1
Service Details view, about using 1
Substitute Products subview, about 1
warranties, about using for 1
Products subview, about using 1
Products view
Assets subview, about using 1
fulfillment, about and fields (table) 1
Preventive Maintenance screen, about using and fields (table) 1
service inventory, about using for 1
project teams, about setting up 1
publications
See Creating Technical Documents and Linking Features
purchase orders, about viewing orders arriving from external locations 1
Q
Qualified Lines subview, about using 1
quality assurance
See Logging Change Requests (QA End User)
quality management
See also Quality
area-subarea combination, adding 1
best practices 1
change requests, logging 1
features of 1
list of values, setting up 1
overview 1
process example 1
release product builds, releasing 1
roles and responsibilities, about setting up 1
setup and maintenance, list of 1
querying
closed change requests, querying for 1
Dispatch Board predefined queries, about and list of 1
Dispatch Board, using with legacy data 1
existing change requests, querying for 1
unassigned change requests, querying for 1
Quota field, about 1
R
readings (meter) and triggers 1
Readings view
Activities screen, about using 1
Assets screen, about using 1
receipts
All Unknown Receipts view, about using 1
Line Items subview, about listing items received in 1
Receive Orders views
Line Items subview, about using 1
Received Line Item subview, about using 1
Receiving screen, about using 1
Serial Numbers subview, about using 1
Receive Unknown view, about using 1
Received Line Item subview, about using 1
receiving
See also Receiving
hierarchical assets, considerations 1
line items for all orders, reviewing 1
line items with incomplete documentation, reviewing 1
overview 1
pending orders (purchase, repair and return material), viewing 1
receiving an order 1
repaired items from vendor, receiving 1
Unknown Receipt records, adding 1
validations for transactions 1
viewing received orders 1
Receiving screen
All Pending Orders view, about using 1
All Unknown Receipts view, about using 1
Line Items Receipts view, about using 1
Receive Orders views, about using 1
shipping and receiving, about using for 1
recommended parts, about and repair activities 1
recommended tools, about and repair activities 1
record ID
alternative values for 1
numbering, about 1
Recost view, about using 1
recurring charges, about 1
registration of assets 1
Related Solutions view
service support, about associating solutions records towards resolution 1
Solutions screen, about associating a solution with solution records 1
Relationships view
Assets screen, about using 1
Inventory screen, about and fields (table) 1
Pending Orders view, about using 1
release features
creating 1
engineering subtasks, adding 1
engineering tasks, linking to 1
new features and subfeatures, adding 1
technical documentation, linking to 1
test plans, linking to 1
Release Manager
access lists, role of 1
activity templates 1
administrator setup procedure process 1
area-subarea combinations, adding 1
business scenarios 1
engineering procedures overview 1
features, creating 1
list of values, setting up (table) 1
maintenance procedures 1
marketing procedures overview 1
overview 1
product prototypes, adding 1
product release, process diagram 1
product release, process overview 1
project teams, setting up 1
quality assurance procedures 1
releases, types of 1
Special Tag, list of values (table) 1
Status field, about setting up and example 1
structure diagram 1
subfeatures, creating 1
technical publications procedure, overview of 1
test strategies, creating 1
Release Manager, engineering
procedures overview 1
subtasks, adding 1
tasks, linking to features 1
Release Manager, marketing
MRDs, adding 1
MRDs, associating features to 1
procedures overview 1
Release Manager, technical publications
activity plans, adding 1
features, adding and linking to 1
procedures, overview of 1
Release Manager, test plans
creating and linking to 1
updating 1
release product builds, adding 1
repair history, verifying for a product 1
repair items
good items, returning to inventory 1
receiving items, overview 1
repair numbers, viewing 1
repair orders
creating 1
external locations, about viewing orders arriving from 1
Repair Pick Ticket view, about 1
Repair subview, about using 1
repaired items
Repair Pick Ticket view, about using to view 1
vendors, receiving from 1
repaired part, returning repaired parts to customer 1
repairs
activities and activity plans, generating 1
activities, recording time and expenses 1
activities, viewing and updating 1
asset swapping during repair 1
asset's repair history, viewing 1
assets, reviewing for selected asset 1
customers, shipping to 1
defective items, processing for repair 1
defective part, shipping to external repair provider 1
defective parts, receiving 1
defective parts, receiving by stock transfer 1
defective parts, receiving over the counter 1
defective parts, tracking movement of 1
inventory transactions, about 1
pending orders, viewing 1
received repair order, viewing 1
repair activities and activity plans, about 1
repair activities, setting up 1
repair histories, about attaching to assets 1
repair number, about 1
repair order, creating 1
repair orders, about 1
repair records and orders, linking 1
repair records, creating 1
repaired or exchanged part, returning to customer 1
reports, list of 1
serialized product numbers, about generating 1
service contract scheduling concerns 1
shipping, third-party vendor ships to customer 1
third-party vendor, received from 1
third-party vendors, repairs sent to 1
workflow process steps 1
Repairs screen
using, about 1
warranties, about using for 1
Repairs view
assets, about using for 1
repairs, about using for 1
replacement cost of asset, calculating 1
replenishment
See also Replenishment
inventory location and vendor, associating 1
inventory location relationships, setting 1
inventory, procedures for 1
maximum and minimum stock levels, setting 1
orders, verifying pending 1
overview 1
Pending Orders view, about viewing internal orders 1
Pending Orders view, about viewing pending orders 1
restocking orders 1
Source Locations subview, about identifying sources for target locations 1
Target Locations subview, about listing target locations 1
Vendors view, about viewing vendors by location 1
vendors, defining 1
Replenishment Engine
See also Field Service Application Design
about 1
configuration parameters (table) 1
Generate Orders view, about automatic order generation 1
implementation logic, setting 1
logging levels, modifying 1
methods to invoke 1
overview 1
parameters (table) 1
system preferences (table) 1
reports
activity reports (table) 1
activity reports, described 1
agreement reports, viewing 1
barcode, printing in 1
barcodes, changing fonts for 1
Customer Invoice report 1
Cycle Counting Detail report 1
inventory reports, list of 1
inventory status reports, generating 1
invoice report 1
repairs, list of 1
service inventory reports. list of 1
service, list of 1
shipping 1
resolution code, recording for service activity 1
resolution documents
See also Setting Up Solutions
editing 1
solutions, adding to 1
Resolution Documents view, about 1
resources, additional 1
Response Time metric, about using 1
Return Material Authorizations (RMAs)
See also Overview of Siebel Repair
defective part, receiving with an RMA 1
described 1
external locations, about viewing orders arriving from 1
pending orders, viewing 1
received RMA, viewing 1
repair record, associating with 1
RMA repair and return, about shipping to a customer 1
revision history 1
Roles view, about 1
ROs (repair orders)
S
S_SHIPMENT table and Generate PickTickets command 1
S_SYS_PREF table, about system preferences 1
S_ZIPCODE table
geocode data, importing 1
schedule exceptions, defining 1
Schedule Hours view, about using to define day and time periods 1
Schedule view, about and fields (table) 1 , 2
schedules
See also Service Administration Screen
creating and setting schedule hours 1
defined 1
employee, associating a schedule with 1
employee, defining exception hours 1
exceptions and exception hours, adding to 1
Optimization Engine methods 1
service region, associating schedule with 1
schedules, making changes to
See also Making Changes to a Schedule
about 1
caution, about making manual changes 1
freezing time or assignment, flags 1
service regions, moving activities between 1
scheduling
See also Setting Up the Dispatch Board
activities, tools for assigning and scheduling 1
business requirements 1
optimization, levels of 1
optimizing for high-traffic areas 1
server inventory system, integration with 1
service regions, defining schedules for 1
time periods, example 1
time periods, list of 1
wireless updates, best practices examples 1
Scheduling Administration screen
buttons and commands (table) 1
Cost Functions view, about 1
Parameter Sets view, about 1
scheduling and dispatch, about using for 1
Service Regions view, about 1
Time Windows view, about 1
scheduling, setting up
See Guidelines for Setting Up Scheduling
guidelines 1
service regions, setting up 1
universal time codes, about and list of 1
serial numbers
allocating inventory, about selecting for 1
assets, serialization of 1
Counting Serial Numbers subview, about input serial numbers 1
populating in a cycle count 1
Serial Numbers subview, about recording serial/asset numbers 1
transactions and 1
Serial Numbers subview
Pick Ticket view, about and fields (table) 1
Receive Orders views, about using 1
serialized orders, receiving 1
serialized products
creating (procedure) 1
nonserialized, compared to 1
repair number, about generating for 1
serial numbers, about for Allocated line items 1
treatment of 1
server inventory system, about integration with 1
Server Key Mappings view, about and fields (table) 1
server processes, setting up
about and server regions 1
ABS and Optimizer, interaction with 1
multi-processor support 1
server requests, invoking the Preventive Maintenance Engine 1
servers component aliases, about and table 1
service activities
billing exception, defining 1
expense exceptions, defining 1
resolution code, recording for 1
skills required to complete, recording 1
steps, recording additional recommended 1
viewing 1
service activity template, creating 1
Service Administration screen
See also Service Administration Screen
All Exceptions view, about 1
All Schedules view, about 1
cycle counting and replenishment, about using for 1
Exception Hours view, about 1
Inventory Location Types view, about and fields (table) 1
Parts Movement Administration view, about using 1
preventive maintenance, about using for 1
Schedule Hours view, about 1
scheduling and dispatch, about using for 1
service industry, about using for 1
Service Inventory view, about using 1
Service Request Template Activities view, about using 1
Service Request Templates view, about using 1
Warranties view, about and fields (table) 1
warranties, about using for 1
service agreements
account, verifying for 1
service, verifying for 1
service analysis charts, list of 1
service calendar
See also About Schedules
Siebel Scheduler, about and features 1
service center, handling sequence of inbound calls 1
Service Details view
Inventory Options subview, about and fields (table) 1
Products screen, about using 1
Service screen, about 1
Substitutes subview, about using 1
service hours
See also About Schedules
defining 1
viewing by entitlement 1
service inventory
cycle counting parameters, viewing for a location 1
flow of goods (diagram) 1
hierarchy structure, about 1
inventory status reports, generating 1
inventory type, defining 1
inventory, scrapping 1
locations, overview and location types 1
overview 1
and product serialization 1
products, adding to inventory 1
reports. list of 1
setting up, sample structure diagram 1
setup diagram 1
status, verifying using the Inventory screen 1
status, verifying using the Part Browser 1
structure diagram 1
transactions, creating manually 1
truck inventory 1
vendors, associating with inventory locations 1
service inventory levels
creating (procedure) 1
defining (procedure) 1
service inventory locations
creating (procedure) 1
defining relationships between locations 1
employee positions, associating with 1
organizations, associating with 1
tracking, methods of 1
vendors, associating with locations 1
service inventory transactions
about 1
asset transactions, about 1
asset, adding to 1
destination mobile client, moving item to another trunk 1
mobile client transactions, committing 1
source mobile client, moving item to another trunk 1
stock transfer or over-the-counter transaction, receiving product as 1
transaction types, defining 1
Service Inventory view
Inventory Level Categories subview, about using 1
Inventory Location Types subview, about 1
Inventory Transaction Types subview, about using 1
service metrics, setting up 1
service orders, allocating parts, manually 1
service parts, recording movement in the field 1
service ports, defining 1
service pricing, grouping multiple products 1
Service Profile view, about 1
Service Providers subview, about using 1
service providers, identifying for a warranty 1
service regions
See also Service Regions
about and defining scheduling 1
Dispatch Board, adding to 1
schedule, associating with 1
schedules, about and ABS and Optimizer 1
schedules, about defining for 1
Service Regions view
Activities view, about 1
Constraints Set view 1
Cost Functions view, about 1
Cost Functions view, about using 1
Employees view, about 1
regions, using to define in terms of employees 1
Time Windows view 1
Zip Codes view, about 1
service regions, setting up
See also Scheduling Administration Screen
about 1
break time, recording 1
breaks, defining and allowing for activities 1
caution, defining service area and ZIP Code 1
employee availability and schedules 1
employee travel conditions and travel time, about 1
geocode data and ZIP Codes, about 1
geocode data, importing 1
geocode data, specification for 1
parameters, scheduling 1
schedules, making changes to 1
server processes, setting up 1
service region data, loading and reloading 1
service region schedules 1
service reports, list of 1
service request activities
activity details, viewing 1
activity plan, defining 1
new activity, adding 1
viewing using the Calendar view 1
Service Request Template Activities view, about using 1
service request templates
Actions view, about associating PM plans with 1
preventive maintenance service request 1
preventive maintenance templates, creating for 1
Service Request Templates view, about using 1
service requests
See also Updating a Service Request
activity plan, associating with 1
activity, associating with 1
agent committed time, calculating 1
asset swapping during repairs 1
asset, generating plans for 1
attachments, viewing and directories written to 1
audit trail records, viewing 1
billable activities, recording 1
change request, associating to 1
change request, generating from 1
completed service request, verifying valid hours for 1
correspondence, generating for 1
decision issues (explanations), viewing 1
defined 1
entitlement, selecting for 1
entitlements, verifying and selecting an entitlement 1
FAQ and solutions, about associating to 1
invoices, creating automatically 1
invoices, logic for generating 1
Invoicing Engine, about using 1
logging 1
messages to field personnel 1
numbering, about and displaying alternative values 1
organizational visibility 1
parts and tools, recording additional item to complete activity 1
performance, viewing benchmarks 1
problem resolution, about using Solution Administration screen 1
processing workflow 1
related orders, viewing 1
repair record, associating with 1
service activity template, creating 1
service details by asset, viewing 1
service hours by entitlement, viewing 1
service metrics, setting up 1
Service Request record fields (table) 1
Service screen, tasks summarized 1
Verify button, about 1
viewing 1
warranty, verifying for 1
Service Requests view
Solution Administration screen, about associating service requests to a solution 1
Solutions screen, about associating a selected solution with a service request 1
service requests, logging
See also Logging Requests for Service
active entitlement, selecting for 1
activity plans, associating 1
asset change request, logging 1
service agreement and entitlements, verifying 1
verifying caller identity 1
warranties, verifying for the asset 1
service requests, solving
See also Solving a Service Request
change requests, verifying associated for a product 1
change requests, verifying previous and related requests 1
explanations (decision issues), finding for 1
product repair history, verifying 1
related service request, associated service request with 1
repair history, verifying for a product 1
solution, associating 1
symptom codes, about 1
service requests, updating
See also Updating a Service Request
activities, updating for a service request 1
asset, adding to service request 1
assets, adding 1
assets, adding additional to 1
assets, associating multiple with 1
closing service request 1
field part movements, verifying 1
invoice, generating and printing 1
invoice, generating and printing for 1
orders linked to service requests, reviewing 1
orders, reviewing associated with service requests 1
performance measurements, viewing for a service request 1
performance metrics, viewing 1
resolution code, recording for a service activity 1
symptom and resolution codes, recording 1
service schedules
ABS and Optimization cache management 1
associating with service regions 1
entitlements, associating 1
Service screen
Activities view, about and buttons (table) 1
appointment booking, conditions for 1
appointment, conditions for cancelling 1
scheduling and dispatch, about using for 1
warranties, about using for 1
service support
problem resolution views 1
service activity templates, creating 1
service metrics, setting up 1
service support requests, viewing customer surveys 1
service support, setting up
problem resolutions, about using Solution Administration screen 1
service activity template, creating 1
service metrics, setting up 1
service, logging requests for
See also Logging Requests for Service
account, contact, and asset, verifying 1
activity plan, associating with a service request 1
activity, associating with a service request 1
change request, associating to a service request 1
completed service request, verifying valid hours for 1
entitlement, selecting for a service request 1
service agreements and entitlements, verifying 1
service request, logging 1
warranties, verifying for an asset 1
SFPrevMnt component request parameter, about 1
shifts, about and rate types 1
Shipped Line quantity and De-Allocation transactions 1
Shipped Line subview, about and fields (table) 1
shipping
See also Shipping
agreements, adding information to 1
costs, about using Consolidation view to reduce cost 1
De-Allocate transaction 1
hierarchical assets, considerations 1
pick ticket generation, process overview 1
pick ticket, finding for line item 1
pick tickets, consolidating 1
Process Shipment button, processes invoked 1
reports 1
Shipped Line quantity conflict 1
shipping, procedure 1
validations for transactions 1
waybills, filling in for pick tickets 1
shipping and receiving, about 1
Shipping screen
Pick Tickets view, about using and fields (table) 1
shipping and receiving, about using for 1
ShowBarcodeToolbar parameter, about 1
Siebel Appointment Booking System
See Appointment Booking System
Siebel data model and third-party invoicing software, about extending the data set 1
Siebel Field Service
components, list of 1
Dispatch Board screen, about 1
inbound service center calls, handling sequence 1
overview and process scenarios 1
Siebel Scheduler, about and features 1
Siebel Field Service Analytics Applications, about 1
Siebel Invoice ASI, about 1
Siebel Invoice business service, about 1
Siebel Professional Services, about integration with Siebel Field Service 1
Siebel Remote
audit trail, about using 1
synchronizing, about 1
Siebel Scheduler, about and features 1
Siebel Shipping and Receiving
about 1
Siebel Short Messaging Service (SMS) Adapter, about 1
Siebel Wireless, about using 1
skills
recording required skills 1
skills-based routing, about 1
Soft constraints, about 1
Solution Administration screen
See also Solutions
Change Requests view, about 1
Related Solutions view, about 1
Resolution Documents view, about and editing documents (procedure) 1
Service Requests view, about 1
service support, about using for 1
Solution Categories view, about 1
Solutions list, about and views (table) 1
views (table) 1
Solution Categories view, about 1
solutions
See also Solutions
adding a solution 1
change request, associating 1
change request, associating with a solution 1
multiple solutions, associating 1
problem resolution views 1
resolution codes 1
resolution document, adding to solution 1
resolution documents, adding 1
service request, associating 1
service request, associating with a solution 1
Solutions module, about using 1
Solutions screen
See also Solutions Screen
Change Requests view 1
Customer Satisfaction Survey view, about 1
Related Solutions view, about 1
Resolution Documents view, about 1
Service Requests view, about 1
service support, about using for 1
Solutions view, about 1
Solutions view
Service screen, associating existing solutions to a service request 1
Solutions screen, about describing name and description of a solution 1
Source Locations subview, about using 1
SRVRMGR command, about 1
Start and End Date fields, about 1
Steepest search optimization method, about 1
Steps view, about and fields (table) 1
Substitute Products subview
Product Field Service Details view, about and using 1
Product Service Details view, about using 1
Products screen, about 1
viewing 1
Substitutes subview
Product Inventory view, about using 1
Service Details view, about using 1
substitution, conditions for auto-substitution 1
Survey view, about 1
symptom codes, service requests 1
system preferences
Cycle Counting Engine, changing 1
Cycle Counting Engine, location and list of 1
Dispatch Board 1
Fulfillment Engine and Part Locator Engine, about and table 1
Fulfillment Engine, table of 1
Preventive Maintenance Engine (table) 1
Replenishment EngineS_SYS_PREF table 1
System Preferences BusComp, about and table 1
T
Tabu search optimization method, about 1
Target Locations subview, about using 1
technical publications
See Creating Technical Documents and Linking Features
templates
See also Actions View
activity templates, associating with preventive maintenance plans 1
activity templates, setting up 1
service activity template, creating 1
service request template, creating for preventive maintenance 1
test passes
change requests, associating with 1
linking to test plan 1
results against test plan, viewing 1
test plans
activity plans, adding to 1
creating and linking to 1
results against test passes, viewing 1
test pass, linking to 1
test strategies, associating with 1
updating 1
test strategies
creating 1
test plans, associating with 1
updating 1
third-party invoicing software
disabling 1
service port definition 1
Siebel data model, extending to accommodate 1
Siebel Invoice integration, overview 1
terms, invoicing integration 1
Web service configuration 1
workflow, about defining 1
third-party vendors
asset swapping during repair 1
defective parts, shipping to 1
repaired items, receiving 1
repairs, received from 1
repairs, sent to 1
repairs, shipped directly to customer 1
replenishment, defining for 1
Vendors view, about viewing by replenishment location 1
Threshold subview, about and fields (table) 1
Threshold triggers, measurements and reading 1
time and exception pricing 1
time codes, about and list of 1
Time Interval subview, about and fields (table) 1
Time Interval triggers, about 1
time recording
logging for service activities 1
repair activities, recording for 1
Time Tracker view
field service activities, using for 1
invoices, about using for 1
Time Window Details view, about 1
Time Windows view
Scheduling Administration screen, about and using 1
Service Regions view, about 1
Time Window Details view, about 1
tracing
Cycle Counting Engine, configuring 1
levels, about setting for Cycle Counting Engine 1
Transaction view, about using 1
travel
conditions and travel time, about and setting fields 1
employee travel conditions and travel time, about and field values 1
triggers
Event triggers, about 1
measurements and readings, about associating with an asset 1
preventive maintenance plans, defining for 1
rules and examples 1
Threshold triggers, measurements and reading 1
Time Interval subview, about setting time interval 1
time interval triggers, about 1
Usage triggers, about 1
Triggers view
Event subview, about and fields (table) 1
preventive maintenance, about using for 1
Threshold subview, about and fields (table) 1
Time Interval subview, about and fields (table) 1
Usage subview, about and fields (table) 1
trunk inventory
about 1
database synchronization 1
source mobile client, moving item to another trunk 1
verifying 1
turning on alarms for an activity 1
U
Unknown Receipt records, adding 1
Unscheduled Activities list, about and table 1
Unspecified Release release type, about 1
Upgrade transaction, about 1
Uptime Data view, about using 1
Usage subview, about and fields (table) 1
Usage triggers, about 1
usage-based charges
estimated usage, calculation fields 1
invoice charge, about 1
line items, invoicing logic 1
usage-based payment plans
about 1
billing methods 1
defining 1
measurements, defining 1
pricing, defining 1
usage-based pricing, usage data, about capturing 1
V
Value view
Assets screen, about using 1
Recost view, about using 1
Variance view, about and fields (table) 1
vendors
asset swaps during repair 1
associating with inventory locations 1
inventory location, setting a vendor for 1
inventory locations, associating with 1
product, setting up for 1
repair items, receiving from 1
repairs received from 1
repairs sent to 1
repairs, shipped directly to customer 1
Vendors view
Inventory screen, about 1
Pending Orders view, about using 1
Verify button
agent committed time, calculating 1
Service screen, about using 1
system preferences (table) 1
system preferences for verifying 1
system preferences, setting 1
W
warranties
asset requiring service, verifying for 1
asset, verifying for 1
asset, verifying warranties and related information 1
defective parts, verifying warranty status 1
order, verifying for 1
overview 1
product, verifying warranties for 1
products, checking coverage 1
service providers, identifying 1
service request, verifying for 1
warranty recovery, tracking 1
Warranties view
Products screen, about using 1
Products subview, about using 1
Service Administration screen, about and fields (table) 1
Service Providers subview, about using 1
warranties, setting up
asset, associating with automatically 1
assets and warranties, associating 1
covered products, specifying 1
new warranties, creating 1
order line items, associating 1
warranties and warranty service providers, associating 1
Warranties screen and views 1
Warranty subview
Line Items view, about using 1
Orders screen, about using 1
Warranty view, about using 1
Waybill view, about and fields (table) 1
waybills
See also Pick Tickets View
about 1
pick tickets, filling in 1
Waybill view, about using to associate with pick tickets 1
Web services, configuring for invoice integration 1
wireless application protocol (WAP)-enabled phone, about using Siebel Wireless 1
Workflow Manager and scheduling 1
workflow processes, about creating for invoicing functions 1
Z
ZIP Code
about 1
data cleansing, about 1
Zip Codes view, about list Zip Codes in a service region 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Field Service Guide Published: 21 April 2003 |