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Order life cycle || Siebel Order Management -Part 1

Creating an order that is based on a quote allows you to verify the quote to check for any errors.  

Creating an Order

If you are creating a complicated order that might have errors, you should do it by creating quote, verifying the quote, and then converting the quote to an order. 

To create an order that is not based on a quote, perform the following tasks:

  • Starting an Order
  • Adding Line Items to an Order
  • Submitting an Order

 

  1. Starting an Order 
  • If you start the order from the Account, Service Request, Project, Contact, Campaign, or Contract screen, your Siebel application automatically copies information from that screen into the order.
  • If you start the order using the Orders screen, you must enter all this information manually.  

To start an order

  1. Perform one of the following tasks, depending on which screen you want to start the order from:  
  • To start an order from the Orders screen, navigate to the Sales Orders screen > List view.
  • To start an order from a quote, account, service request, project, contact, campaign, or contract, navigate to the screen for the object and to the list view, drill down on the name of the record with which the order will be associated, and click the Orders view tab.

NOTE:  If you start the order from a record that has account, contact, or other information, your Siebel application copies the relevant information into the order.  

     2.  In the Orders list, add a new record. The information in the following table is added automatically.

siebel order management 1

        3. In the Type field, select the type of order you are creating.

        4. If you are in the Orders list at the bottom of the Accounts screen, Quotes screen, Service Request screen, or another screen, drill down on the order number to display the Order screen.

        5. In the Sales Order form, click the Show More button.

        6. In the Sales Order form, review the information that has been copied into the order, and make any changes to it, as appropriate. Some fields are described in the following table.

       7. 

 siebel order management 2

Next Post : Adding Line Items to an Order

5 comments on “Order life cycle || Siebel Order Management -Part 1”

  1. naren Reply

    Hi Ashish,

    gud info reg the ord mgmt.
    frankly i am waiting for ur next post “Adding Line Items to an Order”.

    Please post it asap as it may helpful to me in current project.

    Naren

  2. Pal Reply

    Hi All,

    I am working on Siebel order mgmt.
    i have gone thru the book shelf regarding the siebel asset based ordering.There its mentioned that, once we enable Asset based ordering, in cfg file, we wil seeing some views i.e., Account Summery view and Installed Assets view under Accounts screen.
    I have already enabled Asset based ordering, in cfg file as specified in the bookshelf.
    i am currently using siebel 8.1.1 version.

    Please guide me how to get those views.

    Thanks &regards
    Pal

  3. Matthieu Hattab Reply

    you also need to have buy the licence key
    in you go to the sample database you will see these views.

  4. Shiva Reply

    Please post the other two articles

    Adding Line Items to an Order
    Submitting an Order

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