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Revising an Order


An end user can edit or revise a customer's original order, which creates a new version of the same order. Revising helps an end user keep track of changes as the order evolves. This feature is useful when adding or deleting products, and can also be used if an order has expired.

When an end user revises an order, the status field is automatically set to Pending.

The Revise feature allows an end user to revise the original order by creating a new order record with the same order number. The versions are distinguished by a revision number. All revisions of an order appear in the order list.

Making changes to a order does not automatically create a new version of the order. If the end user wants to keep the original order and have a revision, then the user must complete the steps in the following procedure to create a revised order.

NOTE:  When an end user revises an order, the original order becomes inactive and read-only.

To revise an order

  1. Navigate to the order you want to revise.
  2. In the Sales Order form, click Revise.

    A new version of the order is created, with the same order number.

  3. Make the required changes to the order—add or remove line items, change attributes, or make additional changes.
  4. In the Order header summary, click Submit.
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