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Associating an Activity Plan or Activity with an Order

Individual activities or activity plans (collections of activities) can be associated with one or more line items in your order.

Activities are tasks that should be performed after the order has been finalized and submitted. For example, when a customer purchases an item that needs to be installed, an activity template might list all of the activities that need to occur to support that installation. When that template is added to the line item, the activities from it are assigned to the appropriate people, and will appear in their activity lists.

Typically the administrator sets up activity templates in advance so that end users can add them to items in an order. End users can also add individual activities. For information on setting up activity templates, see Setting Up Activity Plan Templates.

To associate an activity plan template with a line item

  1. Navigate to the order with which want to associate an activity plan.
  2. Select the line item that requires activities.
  3. Click the Activity Plans view tab.
  4. In the Activity Plans list, click New.

    5. Today's date is assigned as the planned start date for the activities. You can change it, if required.

  5. Select the appropriate activity plan template from the Templates drop-down list.

    6. You see the activities associated with the template in the Activities list.

  6. Click the Activity view tab.
  7. In the Activity list, make any appropriate adjustments to the activities.

    8. If an employee's name is indicated in the activity, the activity will display for that person when the person goes to the My Activities view.

To add an individual activity to a line item

  1. Navigate to the order with which you want to associate an activity plan.
  2. Select the line item that requires activities.
  3. Click the Activity view tab.
  4. Click New to add a new record.

    5. The activity type defaults to Appointment.

  5. Complete the fields to define the activity.

 Siebel Order Management Guide 
 Published: 18 April 2003