Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2014 Rev. A E52426-01 |
|
![]() Previous |
![]() Next |
View PDF |
A return order is an order that the customer returns. It contains products or services that the customer purchased on a specific date.
The following procedures related to returns and return management are included in this topic:
"Modifying Line Item Information for a Return 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. |
You can display return order details by using the Return Order list.
To display return order details
Tap the Side Menu icon on the application banner, and then tap Returns to display the following:
The Return Order list at the top of the screen.
The details for the selected return order in the middle of the screen.
The line items for the selected return order at the bottom of the screen.
Note : There is only one pane (there is no left pane). |
Tap a return order in the Return Order list.
All details for the selected return order appear below the list in the work area, followed by the line items associated with the selected return order.
Complete the following procedure to modify return order information.
To modify return order information
Tap the Side Menu icon on the application banner, and then tap Return to display the following:
The Return Order list at the top of the screen.
The details for the selected return order in the middle of the screen.
The line items for the selected return order at the bottom of the screen.
Note : There is only one pane (there is no left pane). |
Update an existing return order as follows:
Tap a return order in the Return Order list.
All details for the selected return order appear below the list in the work area, followed by the line items associated with the selected return order.
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.
Create a new return order as follows:
Tap the plus (+) icon in the work area.
Enter the information for the new return 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 | Displays the status of 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. |
Account | Select an account to associate the order to. |
Type | Displays the order type, such as, RMA Return and RMA Exchange. |
Price List | Select a price list to associate with the order. |
Tax List | Select a tax list to associate with the order. |
Discount Percent | Select a discount to associate with the order if applicable. |
Pymt Mthd | Select the payment method for the order. |
Avail 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. |
State | Displays the account's state location. This field fills in after you choose an account. |
Modify the line items for the return order as required.
For more information, see "Modifying Line Item Information for a Return Order".
Complete the following procedure to modify the line item information for a return order.
To modify the line item information for a return order
Tap the Side Menu icon on the application banner, and then tap Returns to display the following:
The Return Order list at the top of the screen.
The details for the selected return order in the middle of the screen.
The line items for the selected return order at the bottom of the screen.
Note : There is only one pane (there is no left pane). |
Tap a return order in the Return Order list to display the following:
All details for the selected return order appear below the list in the work area, followed by the line items associated with the selected return order.
Update an existing return order line item as follows:
Tap a return order line item in the work area.
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.
Create a new return order line item as follows:
Tap the plus (+) icon in the work area.
Enter the information for the new return order line item in the fields that appear, and then tap the save icon when finished.