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Setting Up Processing for Orders

You can set up processing for orders. The procedures in this topic make available from a predefined list the types of orders that appear in order-related views. After you add new types of orders and order actions, you must customize the processing that must occur when users select these new types and actions.

CAUTION:  Do not delete types of orders or order actions because the associated ROW_IDs provide values for other tables in orders. To change or replace these entries, modify the List of Values (LOV) for the entry, and then update (do not delete and re-add) the entry.

This topic contains the following related information:

• Defining Actions for Orders
• Defining Types of Orders

This task is a step in Process of Administering Fulfillment.

Defining Actions for Orders

Order actions process orders. These actions indicate the product is reserved for an order line item (Allocate action), is substituted with another product (Substitute action), is shipped (Ship action), and so on. In the Order Actions view, you define the actions for a type of order. You set the order action values that are available in this view in the List of Values view of the Administration - Data screen.

To define an action for an order

1. Navigate to the Administration - Data screen, Orders, and then the Order Actions view.
2. Create a new order action record, and complete the fields as appropriate.

Defining Types of Orders

Types of orders (for example, Internal Order, Service Order, RMA Return, and so on) define the classes of orders that Siebel Field Service processes. Types of orders are associated with order actions. Order actions are associated with inventory transactions. For more information about inventory transactions, see About Inventory Transactions.

For example, an order type of Purchase Order is associated with an order action of Receive in the preconfigured Siebel Field Service application. An order action of Receive is associated with the following inventory transactions: Receive From TP, Receive Internal, and Receive Other. Also for example, an order type of Internal Order is associated with an order action of Allocate (and with other order actions) in the preconfigured Siebel Field Service application. An order action of Allocate is associated with the Allocate inventory transaction. Inventory transactions that you manually create are not associated with an order type.

If you create a custom order type that you want include in shipment and receipt processing, then associate that order type with the Ship order action, the Receive order action, or another order action that is associated with an inventory transaction that is part of shipment and receipt processing. For more information about shipment processing, see About Shipping Orders. For more information about receipt processing, see About Receiving Orders.

In the Order Types view, you define the types of orders. You set the order type values that are available in this view in the List of Values view of the Administration - Data screen.

The Type Code field determines whether an order is a sales or service order.

To define a type of order

1. Navigate to the Administration - Data screen, Orders, and then the Order Types view.
2. Create a new order type record, and complete the fields as appropriate.