Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Consumer Goods > Managing Orders for Siebel Consumer Goods >

Adding or Updating Orders


To add a new order or update existing order information, complete the following procedure.

To add or update an order

  1. Tap Orders on the application banner to display the Orders list.
  2. Update the existing order as follows:
    1. Tap an order in the Orders list.

      All details for the selected order are displayed in the work area.

    2. Tap Edit, update the information as required, and then tap Save when finished.
  3. Add a new order as follows:
    1. Tap the plus (+) icon in the work area.
    2. Enter the details for the new order on the page that opens,

      The following fields are filled in automatically:

      • Order number (#)
      • Order Date
      • Type
      • Avail Credit. This field fills in after you choose an account.
      • Location. This field fills in after you choose an account.
      • State. This field fills in after you choose an account.

        Complete the remaining fields:

      • Status. Choose a status from the drop-down list.
      • Discount %. If applicable, choose a discount from the drop-down list.
      • Account. Tap the icon at the right edge of the field to choose an existing account.
      • Price List. Tap the icon at the right edge of the field to choose a price list.
      • Pymt Mthd. Choose a payment method from the drop-down list.
      • Tax List. Choose a tax list from the drop-down list.
    3. Tap Save when finished.
  4. Add or update product line items for the order as required.

    For more information, see Adding or Updating Product Line Items for an Order.

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