Bookshelf v7.5: Creating an Order

Siebel Order Management Guide > Creating a Quote or Order >

Creating an Order

This section describes how to create a new order that is not based on a quote.

If you have already created a quote, you should create the order by converting that quote to an order, rather than by using the procedures in this section. Then the order pulls in all the details from the quote, so you do not have to reenter these details. For more information, see Converting a Quote to an Order.

An advantage of creating an order that is based on a quote is that you can verify a quote to see if it has any errors. If you are creating a complex order that might have errors, you should do it by creating quote, verifying the quote, and then converting it to an order. For more information, see Creating a Quote.

To create an order that is not based on a quote, you perform the following tasks:

Starting an Order. You can create a new order record from a number of screens.

Performing Common Tasks. Because the remaining tasks for entering information about the order are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Orders.

Submitting an Order. When the customer is ready to place the order, the end user submits the order. For more information, see Submitting an Order.

Starting an Order

This section describes how to start a new quote from a number of screens:

If you start the order from the Account, Service Request, Project, Contact, Campaign, or Contract screen, your Siebel application automatically copies information from that screen into the order.

If you start the order using the Orders screen, you must enter all this information manually.

For information about how to start an order based on an existing asset, see Using Asset-Based Ordering.

For information about how to start an order that will make changes to an existing asset, see Creating a Delta Order.

To start an order

Perform one of the following tasks, depending on which screen you want to start the order from:

To start an order from the Orders screen, navigate to the Orders screen, Sales Orders view.

To start an order for a particular account, navigate to the Accounts screen, select the account for which you want to generate an order, click the menu button, and then click New Order.

To start an order from a quote, service request, project, contact, campaign, or contract, navigate to the screen for the object, select the record with which the order will be associated, and click the Orders view tab.

In the Orders list, add a new record. The following information is added automatically:


Field	Comments
Order #	A unique system-generated number assigned to the order when the order is created.
Status	New orders are assigned the status Pending. The status can be changed later, as the order process continues. Some of the statuses companies often use for sales orders include Open, Awaiting Approval, Approved, Complete, Booked, In Transit, Shipped, and Cancelled.
Status as of Date	Initially, reflects the current date and time. When the status is changed, this field also updates to show the date and time when the status changed.
Priority	The priority of the order. New orders are assigned the priority Medium.
Order Date	The date the quote was created.
Version	The version associated with the order. When the order is created, this value is typically 1. The number is incremented every time the order is revised. For details see Revising an Order.
State	The state of the order. For example: open, closed, pending. Note that this may not be the same as status.

In the Type field, select the type of order you are creating.

NOTE: If you created the order from a contact, it is automatically created as a service order.

If you are in the Orders list at the bottom of the Accounts screen, Quotes screen, Service Request screen, or another screen, drill down on the order number to display the Order screen.

Click the Header Detail view tab.

In the Header Detail form, review any information that has been copied into the order, and make any necessary changes to it.


Field	Comments
Contact Last Name	Enter the contact for this order, if it has not been entered automatically.
Sold To Account	Enter the account to which this order will be sold, if it has not been entered automatically.
Sold To Address	Since an account may have more than one address associated with it, you can use this field to select the correct address for this order.
Team	Team with which the employee creating the order is associated. This is used to determine sales compensation. For more information, see Siebel Incentive Compensation Administration Guide.
Parent Order	The number of a parent order, if one is associated with this order.
Currency	The currency for the order.
Price List	Defaults to the price list associated with an account, if a price list is associated with an account. Price lists that can be assigned to this order are restricted by the currency.
Default Discount %	Enter a discount to be applied to line items instead of using pricing rules.
Requested Date	Enter the date requested by customer. Depending on your organization's process, this may be either the date the customer would like the products to be shipped, or the date the customer wishes to receive the order.

NOTE: Some of the information entered in the Header Detail form will be used as the default settings when you add line items. For example, the Default Discount % becomes the discount set for each line item. Changing it in the Header Detail does not affect the discount of current line items, but sets the discount for the next line items that you add. For additional information, see Viewing and Recalculating Prices.

Click the Line Item view tab.

In the Totals form, below the Line Item list, enter Shipping Method, Shipping Terms, and Carrier.

When you enter this information in the Totals form before adding line items, it will be the default for each line item.

Performing Common Tasks

After starting the order, you must enter all the information for the information. Because the tasks for entering this information are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Orders.

Submitting an Order

When the customer is ready to place the order, the end user submits the order. For more information, see Submitting an Order.