Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Process of Managing Bulk Requests >

Creating a Bulk Request Header


When you create a bulk request, you first create the bulk request header, which acts as the envelope for the bulk request. To create a bulk request header, follow this procedure.

This task is a step in Process of Managing Bulk Requests.

To create a bulk request header

  1. Navigate to the Bulk Requests screen, then the Bulk Requests List view.
  2. Add a new record, and complete the fields as required.

    Some fields are described in the following table

    Field
    Comments

    Request #

    Automatically populated with a unique number for the bulk request.

    Notify User

    User ID of the person to automatically notify through email when this bulk request is submitted for processing. By default, the value of this field is the user ID of the bulk request creator.

    If any change is required, then the administrator can modify the ABO Bulk Request - Notify User Sub-Process Workflow.

    Status

    Read only. Processing status of the bulk request. When the bulk request header is first created, the default value is New. This value changes as bulk request processing continues. Other values are described in subsequent procedures.

    Request Name

    Enter a descriptive name for the bulk request. If this field is blank when you step off the record, then the field is automatically populated with the bulk request number.

    Mode

    Specify whether to generate a bulk quote or a bulk order.

    This field appears only in the Bulk Request form below the list.

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