Siebel Order Management Guide > Creating a Quote or Sales Order > Process of Creating a Sales Order That Is Not Based on a Quote >

Starting an Order

This topic describes how to start a new order from a number of screens:

• If you start the order from the Account, Service Request, Project, Contact, Campaign, or Contract screen, then your Siebel Business Application automatically copies information from that screen into the order.
• If you start the order using the Orders screen, then you must enter all this information manually.

This task is a step in Process of Creating a Sales Order That Is Not Based on a Quote.

For information about how to start an order using an existing asset, see Using Asset-Based Ordering.

To start an order

1. Perform one of the following tasks, depending on which screen you want to start the order from:
   • To start an order from the Orders screen, navigate to the Sales Orders screen, and then the List view.
   • To start an order from a quote, account, service request, project, contact, campaign, or contract, navigate to the screen for the object and to the list view, drill down on the name of the record with which the order is associated, and click the Orders view tab.

     NOTE:  If you start the order from a record that has account, contact, or other information, then your Siebel Business Application copies the relevant information into the order.

2. In the Orders list, add a new record. The information in the following table is added automatically.

   Field	Comments
   Order #	Displays a unique application-generated number assigned to the order when the order is created.
   Status	New orders are assigned the status Pending. The status can be changed later, as the order process continues. Some of the statuses companies often use for sales orders include Open, Awaiting Approval, Approved, Complete, Booked, In Transit, Shipped, and Cancelled.
   Status as of Date	Initially, reflects the current date and time. When the status is changed, this field also updates to show the date and time when the status changed. NOTE:  If you created the order from some screen other than the Sales Orders screen, then you must drill down on the order name to display the order in the Orders screen to view this field.
   Priority	The priority of the order. New orders are assigned the priority Medium.
   Order Date	The date and time the order was created.
   Version	The version associated with the order. When the order is created, this value is typically 1. The number is incremented every time the order is revised. For details see Revising an Order.
   State	The state of the order. For example: open, closed, pending. Note that the state might not be the same as the status.

3. In the Type field, select the type of order you are creating.
4. If you are in the Orders list at the bottom of the Accounts screen, Quotes screen, Service Request screen, or another screen, then drill down on the order number to display the Order screen.
5. In the Sales Order form, click the Show More button.
6. In the Sales Order form, review the information that has been copied into the order, and make any changes to it, as appropriate. Some fields are described in the following table.

   Field	Comments
   Last Name	Select the contact for this order, if it has not been entered automatically.
   Account	Enter the account to which this order is sold, if it has not been entered automatically.
   Site	When an account has more than one address, select the correct address for this order.
   Currency	Select the currency for the order.