Siebel Public Sector Guide > Managing Benefits Cases >

Creating Orders for Benefits Cases

An agent can create an order for a benefits case. The Status field of the benefits case must be Active to create an order. If you delete a benefits case for which you create an order, then the order still appears in the Service Orders screen. For more information about creating orders, see Siebel Order Management Guide.

The Orders view for a benefits case includes all orders for the benefits case. These orders include:

• The orders that are not related to benefits and to third-party service providers. Users create these orders using the procedure in this topic.
• Referral orders that users create for the benefits in a case. For more information about creating a referral order for a benefit in a case, see Siebel Partner Relationship Management Administration Guide.

NOTE:  If you are not using Siebel Order Management, then the administrator must disable the workflows and signals that relate to pricing functionality so that error messages do not appear when you add products to orders.

This task is a step in Roadmap for Managing Benefits Cases.

To create an order for a benefits case

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field for the benefits case for which you want to create an order.
3. Navigate to the Plans view, then the Orders view.
4. Create a new record, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Order #	Displays an automatically generated number that uniquely identifies the order.
   Revision	Displays the version number of the order. When you create an order, this field is populated with a value of 1. This number is increased by 1 each time that you revise the order. For information about revising orders, see Siebel Order Management Guide.
   Type	Select the type of order.
   Status	Select the status of the order. When you create an order, this field is populated with a value of Pending, but you can change this value. When the Benefit Id field contains data, you cannot change the Status field value if that value is Closed or Inactive.
   Priority	Select the priority of the order. When you create an order, this field is populated with a value of Medium, but you can change this value.
   Order Date	Select the date and time for the order. When you create an order, this field is populated with the current date and time, but you can change this value.
   Provider	Displays the third-party service provider that supplies a benefit. This field is populated when you create a referral order for a benefit in a case. You cannot select a value in this field when you create an order for a benefits case.
   Recipient Last Name	Select the last name of the citizen who receives the benefit for the order.
   Recipient First Name	Displays the first name of the citizen who receives the benefit for the order.
   Billing Account	Select the billing account for order.
   Benefit	Displays the name of a benefit in a program. This field is populated when you create a referral order for a benefit in a case, and cleared when you cancel that order or delete the benefit. You cannot select a value in this field when you create an order for a benefits case.
   Case Number	Displays the number of the case that is associated with the order. When you create an order, this field is populated.
   Comments	Type relevant information about the order.
   Benefit Id	Displays an automatically generated number that uniquely identifies a benefit in a program. This field is populated when you create a referral order for a benefit in a case, and cleared when you cancel that order or delete the benefit. This field is not populated when you create an order for a benefits case.

5. Drill down on the Order number (#) field for the new order.

   The Line Items view of the Service Orders screen appears for the order.

6. Create a new record for each product that you want to include in the order, and complete the fields as appropriate.

   You can designate the attributes for the products in the Attributes view of the Line Items view.