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Siebel Professional Services Automation Guide > Project Management >
Creating an Order for Project Materials
End users may want to create a product or material order and associate it with a project. This functionality allows for the tracking of material costs related to a project.
To create an order
- Navigate to the Projects screen.
- From the Show drop-down list, select the appropriate view.
- In the Projects list, select the project with which the order will be associated.
- Click the Orders view tab.
- In the Orders list, add a new record.
- Complete the necessary fields. Some fields are described in the following table.
- Click the Order # hyperlink to display the Orders screen and add additional details concerning the order.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |