Managing Orders for Siebel Consumer Goods

An order is a commitment on the part of the customer to purchase products and services at a specific price. It can be generated from a quote or created directly by a sales person, call center agent, and sales administrator.

The following procedures related to orders and order management are included in this topic:

• "Displaying Order Details"

• "Modifying Order Information"

• "Modifying Line Item Information for an Order"

  
  

  Note : You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.

  
  

Displaying Order Details

You can display order details by using the Orders list.

To display order details  

1. Tap the Side Menu icon on the application banner, and then tap Orders to display the following:

   • The Orders list at the top of the screen.

   • The details for the selected order in the middle of the screen.

   • The line items for the selected order at the bottom of the screen.

     
     

     Note : There is only one pane (there is no left pane).

     
     

2. Tap an order in the Orders list.

   All details for the selected order appear below the list in the work area, followed by the line items associated with the selected order.

Modifying Order Information

Complete the following procedure to modify order information.

To modify order information  

1. Tap the Side Menu icon on the application banner, and then tap Orders to display the following:

   • The Orders list at the top of the screen.

   • The details for the selected order in the middle of the screen.

   • The line items for the selected order at the bottom of the screen.

     
     

     Note : There is only one pane (there is no left pane).

     
     

2. Update an existing order as follows:

   1. Tap an order in the Orders list.

      All details for the selected order appear below the list in the work area, followed by the line items associated with the selected order.

   2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

3. Create a new order as follows:

   1. Tap the plus (+) icon in the work area.

   2. Enter the information for the new order in the fields that appear, and then tap the save icon when finished.

      The following table describes the fields.

      Field Name	Description
      Order Number	Displays the order number.
      Status	Select a status for the order. For example: Pending, New, Open, Booked, In-Transit, Shipped, Billed, Active, Paid, Closed, and so on.
      Order Date	Displays the date the order was created.
      Type	Displays the order type, such as, Sales Order, Transportation Order or Web Order.
      Account	Select an account to associate the order to.
      Price List	Select a price list to associate with the order.
      Tax List	Select a tax list to associate with the order.
      State	Displays the account's state location. This field fills in after you choose an account.
      Discount Percent	Select a discount to associate with the order if applicable.
      Pymt Mthd	Select the payment method for the order.
      Available Credit	Displays the account's available credit. This field fills in after you choose an account.
      Location	Displays the account's site location. This field fills in after you choose an account.

      
      

4. Modify the line items for the order as required.

   For more information, see "Modifying Line Item Information for an Order".

Modifying Line Item Information for an Order

Complete the following procedure to modify the line item information for an order.

To modify the line item information for an order  

1. Tap the Side Menu icon on the application banner, and then tap Orders to display the following:

   • The Orders list at the top of the screen.

   • The details for the selected order in the middle of the screen.

   • The line items for the selected order at the bottom of the screen.

     
     

     Note : There is only one pane (there is no left pane).

     
     

2. Tap an order in the Orders list.

   All details for the selected order appear below the list in the work area, followed by the line items associated with the selected order.

3. Update an existing order line item as follows:

   1. Tap an order line item in the work area.

   2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Create a new order line item as follows:

   1. Tap the plus (+) icon in the work area.

   2. Enter the information for the new order line item in the fields that appear, and then tap the save icon when finished.