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Creating Work Order Line Items in Siebel Communications (End User)


End users can create line items and line item actions to be allocated for a work order.

Creating Line Items for Work Orders

To create line items to be allocated for a work order, follow this procedure.

To create line items to be allocated for an order

  1. Navigate to the Work Orders screen, then the Work Order List view.
  2. Drill down on the order number of the work order.
  3. Click the Line Items view tab.
  4. Scroll down and click the Line Detail subview tab.
  5. In the Line Detail form, add a record, and complete the necessary fields. To access more fields, click the show more button in the form.

    Some fields are described in the following table.

    Field
    Comments

    Product

    Select the product. When you select a product, you select a line item from the associated service order. The Action, Due, UoM, Start Price, and Status fields are automatically populated with the information from the Order Line Item view.

    Ship to Last Name

    Select the name of an existing contact or add a new contact. When you select a contact, the Ship to First Name, Address, City, State, ZIP, and Country fields in the Order Line Item view are automatically populated.

Adding Line Item Actions to Work Orders

To add a line item action to a work order, follow this procedure.

To add a line item action

  1. Navigate to the Work Orders screen, then the Work Order List view.
  2. Drill down on the order number of the work order.
  3. Click the Line Item Actions view tab.
  4. In the Line Item Actions list, add a record, and complete the necessary fields.
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