Siebel Order Management Guide Addendum for Fleet Management > Administering Siebel Orders for Fleet Management >

Creating Locations for Fleet Management

When customer sales representatives create orders, they enter the locations of all pickups and deliveries. In addition, they can enter locations for the types: Border Crossing and Other.

The Location screen is specific to orders administration for Fleet Management. It includes an Account view and a Contact view, which uses accounts and contacts created in the standard Siebel application. For more information about working with accounts and contacts, see Siebel Applications Administration Guide.

For fleet management, one account might have many locations. For example, one of your accounts might be a large retail chain, and the locations that you provide transportation services to might include all of this chain's individual warehouses and stores in your region. You must enter a location record for each of these locations.

Because many deliveries are to repeat customers, with pickup and drop off at the same locations, the customer service representative does not always have to enter new location information while placing an order.

NOTE:  The Siebel application contains an Administration - Location screen that is used for Siebel Events Management. This field is not related to the locations that are used in Siebel Orders for Fleet Management.

Adding the Location Record

The location record is created using information from an existing account, including the organization within that account. If an account for this customer does not already exist, you must create one, as described in Siebel Applications Administration Guide.

To add a location record

1. Navigate to the Administration - Fleet Management screen, then the Location view.
2. Add a new record to the Location list, and complete the necessary fields. Some fields are described in the following table.

   NOTE:  Other fields in this record are filled in when you enter information in other views.

   Field	Description
   Location Name	Enter a name for the location. The name is not the same as the account name, because one account might have many locations.
   Location Type	Select the location type. Some types are Ship From/Ship To, Invoice To, Airport, Port, Rail Station.
   Location Valid	The field indicates whether the location is valid. You can update this field manually, or integrate it with an external application that updates this field.
   Organization Name	Select the organization within the account that owns this location. The default is Default Organization. If necessary, you can implement single-organization visibility for locations, independent of accounts. In that case, you do not have to select the organization in this field.
   Owner Account	Select the account that owns this location. For example, an account might own a warehouse facility that many retailers use to transfer goods. These accounts are known as third-party retailers
   Location Alias	Enter an alias for the location.
   Active	Do not select this check box when you are first entering the location record. Select it after you have entered all necessary information in all views and the location is ready to be used.

Adding Accounts for the Location

When you created the location record, you added the account that owns the location. Next, you add all accounts that are tendering parties who use this location.

When the customer service representative adds the origin, destination, or other stops for an order, the Siebel Orders for Fleet Management displays only locations associated with the tendering party. Thus, you must add all tendering parties who use this location, so the customer service representative can choose the location as stops in their orders.

With the preconfigured Siebel Orders for Fleet Management application, all the stops for an order display only locations associated with the tendering party for the offer. Thus, you must add the accounts for all tendering parties who use the location, to allow the location to be used in orders from those tendering parties.

For example, if the location is a warehouse that is owned by a third-party retailer and that is used by a number of your accounts as tendering parties, you enter the third-party retailer as the owner account in the location record, and you enter all the accounts that use the warehouse in this Accounts list.

To add an account

1. Click the Accounts view tab.
2. Click Add.
3. In the Add Accounts dialog box, select the appropriate account, and click OK.

Adding Contacts for the Location

Enter information about the employees who are your contacts at this location.

The Contacts list displays all existing contacts in the Siebel application. If the contacts at this location do not already exist, you must create them, as described in Siebel Applications Administration Guide.

To add a contact

1. Drill down on the Name field of the location record.
2. Click the Contacts view tab.
3. Click Add.
4. In the Add Contacts dialog box, select a contact, and click OK.

Adding Addresses for the Location

Enter all the addresses for the location. For example, a large warehouse might have an operational address where the trucks go, a separate billing address, and other possible addresses.

Though you can enter many addresses for a location in Siebel Orders for Fleet Management, only one address is sent to Oracle Transportation Management, the primary address. Select the Primary checkbox for the address that you want to be sent to Oracle Transportation Management. This is generally the address where the pickup or delivery is made, since this is the address that Oracle Transportation Management provides to the driver.

To add an address

1. Click the Addresses view tab.
2. Click Add.
3. In the Add Address dialog box, select the appropriate address, and click OK.
4. Select the Primary checkbox of the address that you want to be sent to Oracle Transportation Management.

Adding Roles for the Location

The role for the location describes its role in the delivery process. For example, a location might be a warehouse where frozen food is picked up, or it might be the address where deliveries are accepted for a given chain store. A location might have multiple roles. For example, a single location might be both a place where you make deliveries and a place where you send invoices.

To add a role

1. Click the Role view tab.
2. Add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Primary	Select this check box if this role is the primary role for the location. If the location has only one role, select this check box.
   Active Flag	By default, this check box is selected, so the role is active. You can use this field to deactivate roles rather than deleting them, so the role is not used.
   Role Type	Select the type of the role. The types are: Invoice To and Ship From/Ship To.
   Description	Enter a description of the role.

Activating the Location

After you have entered all needed information, activate the location.

To activate the location

1. Click the Locations view tab.
2. In the Locations list, in the record for this location, select the Active check box.