1. Field Service Guide
  2. Defining Types of Orders

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.