Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Field Service > Performing Miscellaneous Tasks >

Generating a Sales Order

This procedure describes how to generate and print a sales order for a service request.

To generate a sales order

1. Tap Service Reqs on the application banner.
2. Select a record in the Service Reqs list.
3. Tap Orders in the work area.
4. Tap the New (+) icon.
5. From the Type menu, choose Sales Order.
6. In the Requested Ship Date field, enter a date, and then save the record.
7. Tap the Order number (#) hyperlink field.

   The Order Entry Line Items form appears.

8. Tap the New (+) icon to add a new line item.
9. Tap the Product field, and select a product from the Pick Product list.
10. Complete the remaining fields on the Order Entry Line Items form, then tap Save.
11. In the Order Details list, tap OK.