Managing Orders for Siebel Field Service

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 field technician.

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 Field Service.

  
  

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 in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Orders list, tap the link in the Order # field to drill down on the selected record.

   All details for the selected order appear in the right pane, from where you can do the following:

   • "Modifying Order Information"

   • "Modifying Line Item Information for an 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 in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. Update an existing order as follows:

   1. In the Orders list, tap the link in the Order # field to drill down on the selected record.

      All details for the selected order appear in the right pane.

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

      You must navigate away from the record to save your changes to it.

   3. To add more line items to the order, see "Modifying Line Item Information for an Order":

   You cannot create a new order from the Orders view. You can create a new order by navigating to one of the following views:

   • Activities, then Recommended Parts and Tools. For more information, see "Verifying and Ordering Parts and Tools for an Activity".

   • Activities, then Part Tracker (and using the RMA link). For more information, see "Removing a Serialized Part".

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 Order s list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Orders list, tap the link in the Order # field to drill down on the selected record.

   All details for the selected order appear in the right pane.

3. Update an existing order line item as follows:

   1. Tap the line item that you want to update.

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

      You must navigate away from the record to save your changes to it.

4. Create a new order line item as follows:

   1. Tap the plus (+) icon.

   2. Enter the information for the new line item in the fields that appear.

      You must navigate away from the record to save the changes to it.