Siebel Order Management Guide Addendum for Financial Services > Managing Financial Service Applications >

Creating the Order for a Financial Services Application

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

• If you start the order from the Contact screen, your Siebel application automatically copies information from that screen into the order.
• If you start the order using the Financial Applications screen, you must enter all this information manually.

NOTE:  Although users might start the order management for financial services process at a number of different screens and views, the underlying cycle for order management for financial services is the same.

This task is a step in Process of Creating a Financial Services Application.

To create the order for a financial services application

1. Perform one of the following tasks, depending on which screen you want to start the order from:
   • To start an order from a contact, navigate to the Contacts screen, then to the list view. Drill down on the name of the record with which the order will be associated, and click the Summary tab.
   • To start an order from the Contact Needs Analysis view, navigate to the Contacts screen, the list view, and then the Needs Analysis view.
   • To start an order from the Households Needs Analysis view, navigate to the list view, and then the Needs Analysis view.
   • To start an order from the Financial Applications screen, navigate to the Financial Applications screen, then the List view.

     NOTE:  If you start the order from a contact, or from other information, your Siebel application copies the relevant information to the order.

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

   Field	Description
   Order #	Displays a unique number assigned to the order when the order is created.
   Status	New orders are assigned a status of Pending. The status can be changed later while 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.
   Priority	The priority of the order. New orders are assigned a priority of Medium.
   Revision	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 a Financial Services Application.
   Sales Rep	Displays the name of the current user.
   Created	The date and time the order was created.