Siebel Field Service Guide > Fulfillment > Process of Managing Fulfillment >

Allocating and De-Allocating Products Manually (End User)

The Actions view shows manual and automatic transactions for an order line item. When you allocate a product in an order line item, you reserve the product for the order line item. The Fulfillment and Part Locator Engines automatically create Allocate transactions. The shipping process can automatically create De-Allocate transactions. For more information about the processing logic for shipments, see About Shipping Orders.

The values that you can select in the Type field of this view depend on the transactions that occurred previously. For example, you can select the De-Allocate value only after the Allocate action is performed on the order line item.

This task is a step in Process of Managing Fulfillment.

To manually allocate products in an order line item

1. Navigate to the Service Orders screen, then the List view.
2. Drill down on the Order number (#) field for a selected order, and click the Line Items view tab.
3. Select the line item with products to allocate.
4. On the link bar, click Actions.
5. Create a new action record, and complete the fields as appropriate.

   When the Logistics Manager and its Fulfillment Engine are installed:

   • If you are connected to the server, then the Fulfillment Engine automatically specifies a value of Allocate in the Type field of the action record.
   • If you are not connected to the server (for example, if you are using a mobile device), then you must select a value of Allocate in the Type field of the action record.

After allocating products, you can manually de-allocate the products in an order line item.

To manually de-allocate products in an order line item

1. Navigate to the Service Orders screen, then the List view.
2. Drill down on the Order number (#) field for a selected order, and click the Line Items view tab.
3. Select the line item with products to de-allocate.
4. On the link bar, click Actions.
5. Select an action (with a value of Allocate in the Type field) to de-allocate.
6. Click the menu button, and select De-Allocate.