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Setting Up Product Fulfillment

To set up product fulfillment, you add information about fulfillment, inventory options, and substitute products to the Service Information view in the Products view of the Administration - Product screen. Users can view this information in the Service Details view of the Products screen.

This task is a step in Process of Administering Fulfillment.

To set up product fulfillment

1. Navigate to the Administration - Product screen, then the Products view.
2. Create or select a product record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Equivalent Product	Select equivalent products for the product. The Fulfillment Engine uses the values in this field if a specified product is unavailable. The values in this field are the same as the substitute products that you can specify in Step 6.
   Orderable	Select this check box to indicate you can obtain the product by ordering from any specified source. If you cannot order the product, then it does not appear in the Pick Product dialog box. This dialog box includes values for the Product field in the Line Items view in the List view of the Service Orders screen.
   Service Product	Select this check box to indicate the product is a service product and can have special pricing. For more information about pricing and product administration, see Siebel Pricing Administration Guide and Siebel Product Administration Guide. When you select this check box, the Part Locator Engine cannot allocate parts for the product. To allow the Part Locator Engine to allocate parts for the product, clear this check box.

3. Click the Service Information view tab.
4. On the link bar, click Fulfillment, and complete the fields as appropriate.

   NOTE:  If you change the check boxes for the Allocate Below Safety, Auto Allocate, or Auto Substitute fields in the Fulfillment view, then you must restart the Part Locator and Fulfillment Server components. (You do not have to restart the entire server.) If you do not restart these components, then the product attribute settings in the Part Locator Engine and the Fulfillment Engine are not reset. For more information about how to restart server components, see Siebel System Administration Guide.

   Some fields are described in the following table.

   Field	Comments
   Lead Time	Type the waiting time (in minutes) for the product to arrive from a source. You want to order the product with enough lead time to serve the customer.
   Ship Via	Select the default mode of transportation for the product. Values include Air, Ground, and Sea.
   Ship Carrier	Select the default carrier for the product. Values include UPS and FedEx.
   Auto Allocate	Select this check box to indicate the Fulfillment and Part Locator Engines can allocate the product. If this check box is not selected, then the engines do not allocate the product.
   Auto Substitute	Select this check box to indicate the Fulfillment and Part Locator Engines can substitute another product when the product is unavailable in inventory.
   Allocate Below Safety	Select this check box to indicate the Fulfillment and Part Locator Engines can allocate the product when its level in inventory is below the safety level. You set the safety level in the Product Inventory view of the Inventory screen.
   Serialized	Select this check box to indicate the product and all of its assets are serialized. Siebel Field Service handles serialized products differently from nonserialized products. When you ship or receive a serialized product, the correct number of assets with serial numbers must exist in Siebel Field Service. For example, if you ship or receive 4 serialized hard drives, then 4 serialized assets must exist in Siebel Field Service.
   Tool	Select this check box to indicate the item is a tool that field service engineers use in service tasks. This field is for information only, and does not affect other fields or functions.
   Field Replaceable	Select this check box to indicate you can replace the product at the customer site. This field is for information only, and does not affect other fields or functions.
   Return Defective	Select this check box to indicate you return a defective product to the service center. This field is for information only, and does not affect other fields or functions.
   Revision	Select the current version of the product. This field is copied to new asset records.
   Status	Select the status of a product. Values include Production, Obsolete, and Prototype. This field is copied to new asset records.
   MTTR	Type the mean time to repair the product. This field is a measure of the time required to repair the product.
   MTBF	Type the mean time between product failures. This field is a measure of the dependability of the product.

5. In the Inventory Options list, create a new record for each type of inventory from which to allocate the product, and complete the fields as appropriate.

   NOTE:  Cycle counting and replenishment use the Class ABC and Class XYZ fields in the Inventory Options list. For more information about these fields, see Defining Cycle Counting Classes for Products.

   Some field are described in the following table.

   Field	Comments
   Inventory Type	Select the location type for the inventory.
   Auto Allocate	Select a value in this field. When you select Yes, the Fulfillment Engine can automatically allocate a product from the location type. When you select Default, the engine uses the Auto Allocate field setting (in the Fulfillment view) for the product at all inventory locations. This setting does not affect replenishment.
   Allocate Below Safety	Select a value in this field. When you select Yes, the Fulfillment Engine can automatically allocate a product from the location type when the quantity falls below the safe level. When you select Default, the engine uses the Allocate Below Safety field setting (in the Fulfillment view) for the product at all inventory locations. This setting does not affect replenishment.
   Auto Substitute	Select a value in this field. When you select Yes, the Fulfillment Engine can substitute another product when the product is unavailable in inventory. When you select Default, the engine uses the Auto Substitute setting (in the Fulfillment view) for the product at all inventory locations. This setting does not affect replenishment.

6. If you select the check box for the Auto Substitute field, then add the substitute products in the Substitute Products list.

   NOTE:  Substitutions are unidirectional. Product A can substitute for product B, but B cannot substitute for A unless you explicitly define that substitution.