Creating Invoices for Orders

Complete the following procedure to create an invoice for an order in the Siebel Mobile application for Siebel Consumer Goods.

To create an invoice for an order

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details in the main pane.

   • The calendar in the side pane showing call scheduling information.

2. Drill down on a link in the Order Number field to open that order record.

   All line items associated with the order appear in the main pane.

3. Tap Invoice in the main pane to create an invoice for the order.

   When you tap Invoice, each order line item is checked to see whether there is sufficient stock available to fulfill the order. If insufficient stock is available to fulfill the order, then an error message similar to the following appears:

   The quantity of Product <name> you ordered exceeds the number in stock. The maximum quantity you can order is <n>.

   If sufficient stock is available to fulfill the order, then the following happens:

   • Each order line is checked to verify that the total does not exceed the available credit. If the order total is greater than the available credit, then a warning message appears stating same.

   • The value in the Status field for the order changes to Billed.

   • All line items of zero-quantity are removed.

   • An invoice is created for the order.