Siebel Communications Guide > Work Orders in Siebel Communications >
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
- Navigate to the Work Orders screen, then the Work Order List view.
- Drill down on the order number of the work order.
- Click the Line Items view tab.
- Scroll down and click the Line Detail subview tab.
- 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.
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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
- Navigate to the Work Orders screen, then the Work Order List view.
- Drill down on the order number of the work order.
- Click the Line Item Actions view tab.
- In the Line Item Actions list, add a record, and complete the necessary fields.
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