4Using Siebel Orders for Fleet Management
Using Siebel Orders for Fleet Management
This chapter describes how customer service representatives (CSRs) use Siebel Orders for Fleet Management. It includes the following topics:
About Adding Accessorial Products to Orders
Accessorial products are products ordered in addition to the transportation product. Examples of accessorial products are Driver Loads/Unloads and Security Guard.
The recommended methods of placing orders for accessorial products are summarized in the following table.
| Reason for Ordering | Recommended Method of Adding to Order |
|---|---|
The customer requires the accessorial product for every order. |
In this case, the accessorial product is identified as part of the agreement with the customer, and the rating engine will automatically add the accessorial product to all the customer’s orders. |
The customer requests the accessorial product for a specific order. |
In this case, the accessorial product is added to the order as a separate line; see Adding Order Line Items for Fleet Management. |
The commodity transported requires the accessorial product. |
In this case, a product favorite is created that includes the commodity and accessorial product. This product favorite is added to the order; see Adding Product Favorites. |
About Spot Quoting
In addition to the pricing of full orders described in Process of Creating Orders for Fleet Management, Siebel Orders for Fleet Management supports spot quoting.
Spot quoting provides prices rates for shipments that are due to be shipped soon and that meet certain requirements such as size, which the transportation provider must determine.
Spot quoting allows the customer service representative to price a movement of freight between the origin and destination by collecting a limited set of data. The origin and destination location data can be one of the following sets of data:
Full Location Details. All location details are provided.
Partial Location Details. These details can be one of the following:
Two-digit ZIP code
Three-digit ZIP code
City and state
City, state, and ZIP code (postal code)
This partial data is passed to the rating engine, which returns the pricing for the more generic lane, based on these partial location details. If the customer agrees to confirm the order based on this price, the customer service representative must enter full location details before submitting the order to Oracle Transportation Management.
Process of Creating Orders for Fleet Management
This process describes how to create orders in Siebel Orders for Fleet Management. It is different from the standard features of Siebel Order Management. For information about standard order management, see Siebel Order Management Guide.
To create orders in Siebel Orders for Fleet Management, perform the following tasks:
Creating the Order Header for Siebel Orders for Fleet Management
The order header for Siebel Orders for Fleet Management has added fields that allow the Siebel application to pass information to the rating engine used for scheduling and pricing orders.
This task is a step in Process of Creating Orders for Fleet Management.
To create the order header
Navigate to the Fleet Management screen, then the List view.
Add a new record to the Orders list.
Drill down on the new record by clicking the Order Number field.
Complete the necessary fields in the order header. Some fields are described in the following table.
Field Description Tendering Party
Select the party placing the order.
Liable Party
Select the party liable for paying for the order.
Agreement
If the tendering party has a contractual agreement about pricing, select the agreement.
This agreement allows you to use contract pricing rather than spot pricing, as described in Scenario for Using Siebel Orders for Fleet Management.
Invoice To
Select the party to whom you send the invoice.
Hold
Indicates whether the order has been placed on hold. For example, orders might be placed on hold because of issues with the customer’s credit.
Origin Location
Select the origin location where the order is picked up. This list includes all the addresses of the tendering party.
Destination Location
Select the destination location where the order is delivered. This list includes all the addresses of the tendering party.
Start Req PickUp
Enter the earliest pickup date and time that the customer can accept.
End Req PickUp
Enter the latest pickup date and time that the customer can accept.
Start Req Delivery
Enter the earliest delivery date and time that the customer can accept.
End Req Delivery
Enter the latest delivery date and time that the customer can accept.
Line of Business
Enter the line of business for the order.
Division
Enter the division for the line of business for the order.
Status
Displays the status of the order.
Initially, orders have the status of Open. The status changes depending on information returned by Oracle Transportation Management, as described in Checking the Status of the Order.
Revision
The revision number of the order. For more information, see the section about revising an order in Siebel Order Management Guide.
Type
Select Transportation Order.
Total Price
Displays the total price after a solution and price are returned by the rating engine.
Complete any necessary, additional fields in the More Info form. Some fields are described in the following table.
Field Description Tender Last Name
Select your contact at the tendering party. The first name is filled in automatically.
Mode
Select the mode of transportation.
Total Stops
Displays the total number of stops for the order.
This field is calculated automatically as you enter the stops for the order.
Gross Weight
Displays the gross weight of the commodity being delivered.
This field is calculated automatically as you enter the commodities for the order.
Weight UOM
Displays the unit of measure for the gross weight.
For example, if the gross weight is 2 tons, 2 appears in the Gross Weight field, and Tons appears in the Weight UOM field.
Total Distance
Displays the total distance of the delivery.
This field is calculated automatically as you enter the stops for the order. The distance between stops is provided by the integrated back-office application.
Distance UOM
Enter the unit of measure for the distance.
For example, if the total distance is 100 miles, 100 appears in the Total Distance field and Miles appears in the Distance UOM field.
Adding Order Line Items for Fleet Management
After adding the order header, add all the line items for this order. One line item is the transportation product named Transportation. This line item is added automatically, based on the order type you entered in the header. Other line items can be accessorial products, such as Driver Loads And Unloads.
You can also add groups of line items to the order, instead of adding line items individually, as described in Creating Product Favorites for Fleet Management.
This task is a step in Process of Creating Orders for Fleet Management.
To add order line items
Click the Line Items view tab.
In the Line Items list, add new records, and complete the necessary fields. Some fields are described in the following table.
Note: There must be one record for the transportation product, which is the default record created because you chose Transportation Order as the order type. Optionally, you can add other records for accessorial products.Field Description Product
Select the product.
Part #
Displays the part number for this product.
QTY
Enter the quantity of this product being ordered.
Accepted Price
Pricing Method
Price Offered
Counter Offer
The rating engine will return values for these fields after you get the solution for this order.
Note: The rating engine can also add new line items to the order, such as specific accessorial products or special services.
Adding Product Favorites
Rather than adding individual line items to the order, the customer service representative can use product favorites, which are groups of line items that are commonly ordered together. For more information about actions, see Adding Actions to the Order.
Before CSRs can use product favorites, the product administrator must define them. For more information, see Creating Product Favorites for Fleet Management.
The product administrator can associate product favorites with an account, a line of business, or an agreement, and can create an effective start date and end date for the product favorite. When the customer service representative creates an order, the customer service representative must choose an account and line of business for the order, and can choose an agreement for the order. When the customer service representative chooses a product favorite to add to the order, product favorites are available to add to that order only if they meet the following conditions:
- Start and End Effective Date. These two fields in the product favorite are checked against the order header’s origin start-requested date. A product favorite is available to add to the order only if the order header’s start-requested date is between the product favorite’s start-effective date and its end-effective date.
- Line of Business, Agreement, and Account. If these fields in the product favorite are not null, then a favorite is available to add to the order only if the value of these fields in the product favorite match the value of the corresponding field in the order header.
- When you add the favorite, the products in that favorite are displayed in the Products list.
This task is a step in Process of Creating Orders for Fleet Management.
To add a product favorite to the order
Click the Product Favorites view tab.
In the Favorites list, select a product favorite that you want to add.
The line items for that product favorite are displayed in the All Line Items list.
In the All Line Items list, select the line items that you want to add.
Click Add Items.
The selected line items are added to the Line Items view for the order.
Adding Stops to the Order
You create Stops for Line Items. For each line item, you add the stops where the line item applies.
The simplest order is a one-way delivery with no accessorial products. For this order, you have one line item with the product named, Transportation. This line item has two stops:
One stop is of the type pickup (Origin) and is the same as the origin location for the delivery as a whole, which is in the order header.
The other stop is of the type DROP-OFF (Dest) and is the same as the destination location for the delivery as a whole, which is in the order header.
These two stop records are created automatically, based on the information you entered in the order header, when you click the Create O-D Pair button.
More complex deliveries, with intermediate pickups or deliveries, might have additional stops, for example, one stop for each pickup or delivery. You must add a stop record for each of these stops.
Accessorial products also have stops where they apply. For example, if the customer wants the commodities to be unloaded by hand at two stops, you add these two stops to an accessorial product that might be named Unload by Hand.
There can be more than one stop at one location. For example, a single order might include the following:
Pick up in the Chicago warehouse and drop off in the Detroit store.
Pick up in the Detroit store and drop off in the Chicago warehouse.
In this case, this one order has two stops in the Chicago warehouse on two different dates.
This task is a step in Process of Creating Orders for Fleet Management.
To add stops to orders
Select the line item for the transportation product.
Click Create O-D Pair.
Records are added to the Stops list for the origin and destination stop, with information based on the origin and destination that you entered in the order header.
To add additional stops, add a new record to the Stop list for each stop, and complete the necessary fields. Some fields are described in the following table.
Field Description Stop Sequence Number
The sequence of stops is generated automatically.
For information on how to modify this field, see Changing the Sequence Numbers.
Location
Select the Location for this stop:
If the Location dialog box includes the location of the stop, select that location, and click OK.
If the Location dialog box does not include the location of the stop, click the New button to add it to the list in the Location Pick Applet, and then select it, and click OK.
The list in the Location dialog box includes only locations that are already associated with one of the line items in the order, so you might have to use the New button to add more locations to it.
Status
Displays the status of the delivery at this stop. For more information on how the status is used, see Checking the Status of the Order.
Req Start
Enter the earliest time that the customer requests for the delivery.
Req End
Enter the latest time that the customer requests for the delivery.
Planned Start
After a solution is generated and selected, this field will display the planned earliest delivery time.
Planned End
After a solution is generated and selected, this field will display the planned latest delivery time.
Appointment Requested
Select this check box if the customer wants to create an appointment with the delivery vehicle at this stop.
Appointment Confirmed
Select this check box when the appointment is confirmed.
Appointments are created and confirmed using Oracle Transportation Management.
Distance
Displays the distance between this stop and the previous stop, which is provided by the integrated back-office application.
Distance UOM
Displays the unit of measure used in the distance provided by the integrated back-office application.
If there are accessorial products, add stops for them:
Select the record for the accessorial product.
Add records to the Stop list, and complete the necessary fields, as described in Step 3.
Changing the Sequence Numbers
If the start time and end time for stops have changed, you might have to come back to this view, and change the sequence numbers for the stops. You can change the sequence numbers based on the values that you entered in the Req Start and Req End fields, or based on the values from a solution that are in the Planned Start and Planned End fields.
To change the sequence numbers
Select the line item for the transportation product.
From the Stops applet menu, select Re-Sequence Stops.
The stops are given new sequence numbers, based on their start and end times.
Adding Actions to the Order
Some products require special actions at some stops. For example, if the accessorial product is Driver Loads/Unloads, then different stops for this accessorial product might have the actions Unload By Hand, Tarp Unload, and Sort & Segregate.
Adding Actions Automatically
If line items were added using a product favorite, and actions were associated with the product favorite (as described in Creating Product Favorites for Fleet Management), then the customer service representative does not have to add the action as described in this procedure. Instead, actions are automatically added to the stops, as follows:
When the customer service representative adds the product favorite to the order, an order line item is created for each product favorite line item.
When the customer service representative creates a stop record for the appropriate order line item, the action is automatically added for that stop.
Adding Actions Manually
If actions are not added automatically, use this procedure to add the actions manually.
This task is a step in Process of Creating Orders for Fleet Management.
To add actions to the order
Select the Line Item record that the action applies to.
Select the stop record that the action applies to.
In the Actions list, add records for each action, and complete the necessary fields. Some fields are described in the following table.
Field Description Action Type
Select the action.
Status
Displays the status of this action. For more information on how the status is used, see Checking the Status of the Order.
Adding Commodities to the Order
Next, you enter the commodities that you will deliver, specifying the stop where you pick up or deliver each commodity.
You must add a commodity record for every combination of a pickup and delivery. For example, if you are picking up 1,000 cases of frozen food at a warehouse, and you are delivering 600 cases to supermarket location A and 400 cases to supermarket location B, you must create two commodity records:
One commodity record says you pick up 600 cases at the warehouse, and deliver them to supermarket location A.
One commodity record says you pick up 400 cases at the warehouse, and deliver them to supermarket location B.
This task is a step in Process of Creating Orders for Fleet Management.
To add commodities to orders
Click the Commodity view tab.
In the Commodity list, add records for each commodity being delivered, and complete the necessary fields. Some fields are described in the following table.
Enter only the fields that apply to the commodity being shipped. For example, if the commodity is shipped and billed by units, such as pallets, enter values in the Packaging, PKG/Unit, Shipping, and Ship Units fields. However, if the commodity is shipped and billed by weight, enter values in the Weight and Weight UOM fields.
Field Description Commodity
Select the commodity being delivered, for example, frozen foods.
The Select Commodity picklist displays products whose type is Commodity.
Packaging
Select the packaging, for example, cases.
PKG/Unit
Enter the number of packages for each shipping unit. For example, if the product is packaged in cases and shipped on pallets, and there are 100 cases on a pallet, then enter 100.
Shipping
Select the method used for shipping, for example, pallets.
Ship Units
Select the number of shipping units in this pickup and delivery. For example, if you are delivering four pallets, enter 4.
Weight
Enter the number for the weight of the commodity.
Weight UOM
Enter the unit of measure for the weight of the commodity.
For example, if the weight of the commodity is 2 tons, enter 2 in the Weight field and Tons in the Weight UOM field.
Height
Enter the number for the height of the commodity.
Width
Enter the number for the width of the commodity.
Dimensions UOM
Enter the unit of measure for the height and width of the commodity.
For example, if the height of the commodity is 2 meters, and the width of the commodity is 3 meters, enter 2 in the Height field, 3 in the Width field, and Meters in the Dimensions UOM field.
Over Dimension
Indicates whether the freight is larger than the vehicle’s recommended load.
Status
Displays the status of this commodity. For more information on how the status is used, see Checking the Status of the Order.
Adding Stops for Commodities
For each of the commodities, add the stops where the commodity is picked up or delivered.
This task is a step in Process of Creating Orders for Fleet Management.
To add stops for accessorial products
In the Commodities list, select the commodity.
In the Stops list, add new records, and complete the necessary fields.
Add these records in the same way that you add stops to line items, as described in Adding Stops to the Order.
Adding Actions for Commodities
Some commodities might require special actions at some stops. If so, you must add those actions. Actions are priced through accessorial products or special-service products. However, you can add actions for commodities as well, because an accessorial or special-service product might apply to only some commodities at a stop. For example, the accessorial product, Driver/Loads/Unloads, applies at stop 2. At stop 2, the driver delivers one commodity that must be unloaded by hand and two commodities that do not have to be unloaded by hand. The action Unload By Hand applies only to the first product.
On the other hand, an action might apply to the entire stop and not to a specific commodity. The order provides the flexibility to implement either approach.
To add actions for commodities
Select the stop record that the action applies to.
In the Actions list, add records for each action for this stop, and complete the necessary fields. Some fields are described in the following table.
Field Description Stop #
Displays the stop number of the selected stop.
Action Type
Select the action for this stop.
Getting Ratings and Routes
Ratings and routes provide the possible scheduling and pricing of an order, and display the options in the Solutions view.
The minimum data set necessary to request a solution includes the following set of fields: Liable Party, Tendering Party, Partial set of Origin or Destination fields (if no Agreement is specified), Full set of Origin or Destination fields (if Agreement is specified), Requested Start Date, and Requested End Date.
After entering all of these order details, the customer service representative gets the possible solutions that are available for the delivery dates and time slots that were specified:
The customer service representative clicks Get Ratings and Routes.
The Siebel application verifies that the minimum set of data needed to generate a solution is present.
The Siebel application calls the rating engine of Oracle Transportation Management, making an external Web service call to Oracle Transportation Management, and providing the order data structure in the request message.
Oracle Transportation Management generates the possible solutions.
The Siebel application automatically navigates the user to the Solutions view and displays the list of solutions.
This task is a step in Process of Creating Orders for Fleet Management.
To get ratings and routes
In the Order Header form, click Get Ratings and Routes
The rating engine generates a list of solutions.
Choosing a Solution
The customer service representative asks the customer to choose among the solutions that have been generated.
After the rating engine generates solutions, the following information appears in the Solutions view:
The Solution list includes all the available solutions, with the planned start time, planned end time, total price, and other information for each solution.
The Solutions Details list includes details for each solution, including service providers and modes for each detail. If the order is multimodal, or includes several different pickups and deliveries, the list might include several service providers.
The Solution Detail Pricing list includes the pricing for each Solution Detail, breaking the price into elements, such as the basic transportation price, plus any other charges, such as the price of accessorial services, or the price of special services.
If there is a contractual agreement with the customer, the customer can choose one of the solutions and the published price displayed for it. If the customer does not have a contractual agreement, the customer can select one of the solutions and the spot price displayed for it, or the customer can choose one of the solutions and negotiate a different spot price.
This task is a step in Process of Creating Orders for Fleet Management.
To choose a solution
View the possible solutions in the Fleet Management screen, Solutions view.
After you have clicked Get Ratings and Routes, the rating engine generates the solutions, and the Siebel application navigates you to the Solutions view, where the solutions are displayed.
If the customer does not accept any of the listed solutions:
Click the Select check box for any solution.
Click Reject Fleet Order to reject the order.
If the customer is not able to decide yet:
Click the Select check box for the solution that the customer prefers.
Click Save Order to save the order and this solution for later reuse.
If the customer accepts one of the solutions:
Click the Select check box for the solution that you want.
Click Confirm Now.
In the Line Items view, records are added representing the commodities and special services in the order. In the Order Header, the value Accepted appears in the Status field, and the total price of the solution appears in the Total Price field.
If the customer does not have a contractual agreement and wants to renegotiate the price of one of the solutions:
Click the Select check box for the solution that you want.
The Select check box must be checked so you can edit the solution.
In the Solution Detail Pricing list, in the Customer Offer field, enter the customer’s offered price for each of the products listed.
Some accessorial products have a nonnegotiable price, so the NON-Negotiable check box is selected. The fields used for negotiating their prices are read-only. The rating engine determines which items are nonnegotiable.
If the customer and the customer service representative agree a price for the products in the Solution Detail list, enter it in the Accepted Price field.
Click Confirm Now.
In the Order Header, the value Accepted appears in the Status field, and the total price appears in the Total Price field.
Verifying the Order
At any time during the process of placing the order, you can verify the order to check that all the necessary information has been added to submit the order. If some information is missing or incorrect, an error message appears describing the problem.
For information about what information the Verify functionality checks and about how to configure the Verify functionality to check different information, see Configuring Validation for Verifying and Submitting Orders for Fleet Management. The same Verify functionality is called when you submit an order, so it is not necessary to verify the order as a separate step before submitting it.
To verify the order
Navigate to the Fleet Management screen, then List view.
Either select the order that you want in the Orders list, or drill-down on the Order number field of the order.
Click Verify.
Upselling to the Customer
After the main order is accepted, the customer service representative can try to sell additional orders to the customer. To sell more orders, the customer service representative looks at the Upsell view, which lists the lanes with the highest score, based on the customer’s orders for these lanes during the last six weeks and on the static profit of these orders, as described in Configuring the Score for Upselling. The upsell record also indicates whether these lanes are targeted lanes, which marketing has chosen as lanes to focus selling effort on, as described in Adding Targeted Lanes.
If the customer wants to place an upsell order, the customer service representative can auto-create a record for the new order and enter more details.
When the customer service representative clicks Auto-Create, the Siebel application displays the new order. The customer service representative can do one of the following:
Submit the current order for execution before clicking Auto-Create.
Click Auto-Create, navigate back to the current order later, and submit it.
This task is a step in Process of Creating Orders for Fleet Management.
To add upsell products to the order
Click the Upsell view tab.
Ask whether the customer wants to place additional orders for any of the lanes listed in upsell view. Some fields of the Upsell view are described in the following table.
Note: The lane is defined by the LOB in the header plus the origin and destination entered in this view.Field Description NM
If this lane is one of the targeted lanes, then Y is displayed.
NM stands for network management.
Origin City and Origin State
The origin of the lane.
Destination City and Destination State
The destination of the lane.
Static Profit
Displays the static profit for the last order placed by this customer for this lane.
The static profit is the profit for transportation, without including the profit for any additional commodities, accessorial products, or special services.
Count
Displays the number of orders from this customer for this lane in the last six weeks.
Accepted Price
Displays the accepted price for transportation for the last order placed by this customer for this lane.
If the customer wants to purchase a transportation product listed in the Upsell view:
Select the record for that product.
Click Auto Order.
A new order is created for the upsell lane, and you complete the details for this order in the usual way.
Submitting the Order to Oracle Transportation Management to Execute
After completing the order, the customer service representative submits the order to Oracle Transportation Management.
This task is a step in Process of Creating Orders for Fleet Management.
To submit the order to Oracle Transportation Management to execute
Navigate to the Orders screen, then the Orders List view.
Drill down on the record for the appropriate order by clicking the Order Number field.
In the Order Header, click Submit.
Checking the Status of the Order
After you submit the order, Oracle Transportation Management takes over the fulfillment of the order from the Siebel application. While it manages the fulfillment of the order, Oracle Transportation Management passes status information to Siebel Orders for Fleet Management.
If the customer contacts the customer service representative to ask about the status of the order, the customer service representative can look at the order record to check the status of the order as a whole, the status of each line item, the status of each stop, and the status of each action.
The values for these status fields change depending on the stage in the order creation and fulfillment:
Immediately before submitting to Oracle Transportation Management, the values for these status fields are:
Order Header Status. Accepted.
Order Line Item Status. Accepted.
Stop Item Status. Unassigned.
Action Status. Not Started.
When Oracle Transportation Management creates an order, the values for these status fields are:
Order Header Status. Released.
Order Line Item Status. Released.
Stop Item Status. Unassigned.
Action Status. Not Started.
When Oracle Transportation Management assigns the carrier, the values for these status fields are:
Order Header Status. Assigned.
Order Line Item Status. Assigned.
Stop Item Status. Assigned.
Action Status. Not Started.
When the carrier arrives and departs from the shipper, the values for these status fields are:
Order Header Status. Moving (after the first stop is complete).
Order Line Item Status. Moving (after the pickup is complete).
Stop Item Status. Arrived or Completed.
Action Status. Not Started, In Progress, or Completed.
When the carrier leaves the consignee, the values for these status fields are:
Order Header Status. Complete.
Order Line Item Status. Complete.
Stop Item Status. Complete.
Action Status. Complete.
When Oracle Transportation Management generates the invoice, the values for these status fields are:
Order Header Status. Billed.
Order Line Item Status. Complete.
Stop Item Status. Complete.
Action Status. Complete.
This task is a step in Process of Creating Orders for Fleet Management.
To check the status of the order
Navigate to the Orders screen, then the Orders List view.
Drill down on the record for the appropriate order by clicking the Order Number field.
To check the status of the entire delivery, look at the Status field in the order header.
To check the status of the delivery of a given line item:
Click the Line Items view tab.
View the Status field for the line item.
To check the status of the stops and actions for a given line item:
Click the Line Items view tab.
Select the appropriate line item.
It is most common to select the line item for the transportation product, so you can see the stops where the stops transportation has been completed.
In the Stops list, look at the Status field for each stop.
To check whether all actions have been completed for a stop, select the stop record, and look in the Actions list at the Status field for each action.
To check the status of the stops and actions for a given commodity:
Click the Commodities view tab.
Select the appropriate commodity.
In the Stops list, look at the Status field for each stop.
To check whether all actions have been completed for a stop, select the stop record, and look in the Actions list at the Status field for each action.
About Working with Existing Fleet Management Orders
After you have finished creating a Fleet Management order, you can work with the existing order in the following ways:
Revising Fleet Management Orders
The customer service representative can change an order after it has been submitted by using the revise functionality. However, the order cannot be revised after its status is Moving, Complete, or Cancelled.
To revise an order
Check the status of the order.
For more information on the status, see Checking the Status of the Order.
If the status does not prevent the order from being changed, do the following:
In the Order Header form, click Revise.
Change the data as needed, select a new solution, and submit the changed order in the same ways used to create a new order.
For more information, see Process of Creating Orders for Fleet Management.
Rejecting the Revision of the Order
After you have revised an order, the customer might decide to reject the revision for some reason. For example, the revised order might be more expensive than the original order. The customer service representative can click the Reject Fleet Order button to reject the revision of the order, and revert to the previous version of the order.
An order can be rejected only if its status is Accepted or Open.
When you reject the revision of an order, the last active revision of the order that does not have the status of Rejected is given the status of Active again. For example:
Order 12345 Revision 1 is Active.
The user revises Order 12345. Order 12345 Revision 1 is set to Inactive, and Order 12345 Revision 2 is set to Active.
The user rejects Order number12345 Revision 2. Order 12345 Revision 1 is set to Active.
The user revises Order 12345. Order 12345 Revision 1 is set to Inactive. Order 12345 Revision 3 is set to Active.
The user rejects Order 12345, Revision 3. Order 12345 Revision 1 is set to Active.
To reject a revision of an order
Navigate to the Fleet Management screen, then List view.
Either select the order that you want in the Orders list, or drill-down on the Order number field of the order.
Select a value in the Reject/Cancel Reason Code field.
Click Reject Fleet Order.
Canceling the Order
You can cancel any order that has already been sent to Oracle Transportation Management for execution, as long as the order has not been billed and completed. The order might be partially fulfilled, or fulfillment might not have begun.
To cancel an order, you must:
Click Revise to revise the order.
Select a cancel reason
Click Cancel to set the status of the order to Cancelled and cancel the appropriate line items and stops.
Click Submit to submit the order.
When you click Cancel, any line item or stop in the order that is not complete is updated with the status of Cancelled, and Oracle Transportation Management cancels the instructions to pick up or deliver at these stops. Line items or stops that already have the status of Complete are not updated with the status of Cancelled.
After an order is cancelled, none of its versions can be revised. For example:
Order 12345 Revision 1 is Active.
The user revises Order 12345 and then rejects the revision. Order 12345 Revision 2 is Inactive with the status Rejected. Order 12345 can be revised, and the changes apply to Revision 1.
The user revises Order 12345 and cancels the order. Order 12345, Revision 3 is Inactive with the status Cancelled. Order 12345 cannot be revised; none of the revisions can be changed.
Oracle Transportation Management might charge the customer cancellation fees for any parts of the order that were completed before cancellation. The cancellation fee is set up in Oracle Transportation Management, and not in the Siebel Business application.
If the customer wants to add any accessorial or special service products for the order to be cancelled, these products must be added before cancelling the order, because an order cannot be revised after being cancelled. First, revise the order to add the accessorial or special service products, if necessary, see Revising Fleet Management Orders, and then cancel the order.
To cancel the order
Navigate to the Fleet Management screen, then List view.
Either select the order that you want in the Orders list, or drill-down on the Order number field of the order.
Click Revise.
Select a value in the Reject/Cancel Reason Code field.
Click Cancel.
Click Submit.