Siebel Field Service Guide > Service Activities > Process of Managing Service Activities >

Ordering Items for Activities (End User)

An field service engineer might need additional items to complete an activity. You can create an order to obtain these needed items from a vendor or to transfer the items between inventory locations so that they are conveniently available to the appropriate engineer.

This task is a step in Process of Managing Service Activities.

To order an item for an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity, and click the Items view tab.
3. Select an item record.

   NOTE:  If the check box in the Tool field is selected for the item, then the item is a service tool, and not a part that the customer buys. If this check box is selected, then the customer cannot order the item.

4. Click one of the following buttons:
   1. Service Order. The item is ordered. For the item, an order number appears in the Order number (#) field, a value of Service Order appears in the Order Type field, and value appears in the Line Status field.
   2. Service Order All. All items not yet ordered are ordered. For each item, an order number appears in the Order number (#) field, a value of Service Order appears in the Order Type field, and value appears in the Line Status field.
5. To view order details for an item, drill down on the Order number (#) field.