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Adding Order Line Items in Siebel Medical Handheld


Once the initial sales order is created, you can complete the line items that make up the order.

  1. Navigate to the Orders screen.

    The My Sales Orders appears.

  2. In the My Sales Orders list, select the order to which line items will be added.
  3. From the Show drop-down list, select Line Items.
  4. In the Order Line Item view, tap the Line Items list to select it, and then tap the New Record button.

    A new blank record appears.

  5. Tap in the Product field.

    The Pick Product list appears.

  6. Tap the Product field and chose a product from the list of values.

    The remaining fields will be automatically populated based product choice.

  7. Complete any remaining fields for the line item, and repeat these steps to add additional line items.

    Repeat the steps to add additional line items.

    NOTE:  Beginning with Siebel Handheld application, pricing changes are not applied until after you have synchronized with the server (for Direct Server Sync) or Mobile Web Client (for Companion Synchronization). Any changes to the Product, Part #, Price List, Discount %, and Qty fields will clear the price fields.

    After synchronizing, the Totals field is updated with the Quantity Requested total, and the Order record Item Total and Total fields are updated based on the sum of the Line Item Start Price and Net Price fields, respectively.

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