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

Adding Details to Order Line Items (End User)


Before you fulfill an order, you might want to add details to the order line items.

The Qty field for order line items must be an integer. Administrators can change the unit of measure for a product to an integer value. For example, they can add a value of Milliliter to the LOV type of UNIT_OF_MEASURE so that users can use this unit of measure for liquid products.

NOTE:  The Line Items business component is based on the CSSBCLineItem special class. Because of the special behavior of the Line Items business component, you can update a line item record only if its parent order record appears (present and active) in the Service Orders screen.

This task is a step in Process of Managing Fulfillment.

To add details to an order line item

  1. Navigate to the Service Orders screen, then the List view.
  2. Drill down on the Order number (#) field for a selected order, and click the Line Items view tab.
  3. Select an order line item.
  4. If you are using Siebel Configurator to customize products, then click Customize.

    For more information about configurable products and Siebel Configurator, see Siebel Product Administration Guide.

  5. On the link bar, click Line Details.
  6. Complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Billable

    Select this check box to indicate the line item is billable to the customer. The Charge Engine creates a charge for the line item, and the Charge Consolidation business service includes the line item in an invoice. You can select this field regardless of the type or status of the order.

    Warranty Recovery

    Select this check box to indicate a warranty credit applies to the product in the line item.

    Loaner

    Select this check box to indicate the product in the line item is on loan.

    Qty Shipped

    Type the shipped quantity for the line item. When the Status field for the line item is Complete, this field is updated with the sum of the Qty field values for the line item action records with a Ship value in the Type field.

    Source Location

    Select the source location for the product in the line item.

    Destination Location

    Select the destination location for the product in the line item.

    Ship Complete

    Clear this check box to indicate the service center can ship only some of the quantity for the line item, as needed. This field is for information only, and does not affect other fields or functions.

    Related Activity

    Select a related activity from the Pick Related Activity dialog box to associate parts and tools with the line item.

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