1. Siebel 1D – New Service Sales Order

2. Fill out the fields Remember: You can use the applet on the top and bottom interchangeably. You are modifying the same record in both applets in this screen. If there is a field you need to fill out and it is not in the form applet, you should be able to locate it in the list applet. The Order Number will be blank until the record is saved. The Order Type should be Service Sales Order. This is automatically determined based on the process you are performing. In this case, the service order wasnt created from a service request so it defaulted to Service Sales Order The Owner is the person who is responsible for this order. In other words, the person that will get credit for it. The Account is the Bill To. Make sure you populate the Account and then the proper Account CSN if not already. The Ship To Address is the address that will appear on the invoice in LN and also determines the tax rate. The Date of Service is the date the pricing logic will use to determine what the price should be for that date. For a Service Sales Order, it will default to today. Save the record in order to drill into the Order Number to complete additional fields or fill out the line items. 2

3. Create New Line Items

4. Populate the line item fields 4 Type or Pick the part number in the Part # field Populate the Reason Code appropriately –Manufacturer Defect, Manufacturer Recall and No Fault will result in not charging the customer –Defective will result in not charging the customer if the machine being serviced is under warranty. In this case, this is a sales order so there is no machine being serviced. –All other reason codes will result in charging the customer Manual Price Override will allow you to change the price to whatever you want. You will need to use this field to specify the price if the part is MISC or FREIGHT.

5. Finish filling out the fields of the order Populate the Inventory Location with the warehouse that the line items were consumed from Populate the Payment Terms if applicable –CC = Credit Card –CO = Cash or Check Populate the External Order # –If the Payment Terms are CC, put the verification code from the credit card website –If the Payment Terms are CO, put the Check # or CASH. You can also put the cash amount paid Review all the fields of the order and ensure the CSN, pricing, owner and inventory location are correct. Set the status of the Order to Submitted-Worked when ready to invoice. This will move the inventory from the Inventory Location specified to 780980. When the order is invoiced, the inventory will be consumed from 780980. –Use Submitted-Worked-Pending when you want to move the inventory to 780980 but do not want the order to invoice yet. Once inventory has been transferred, the status will change to Submitted-Pending. If quantities reduce for a line item after the inventory has transferred will result in a need for a manual transfer to be performed from 780980 into the Inventory Location specified. 5

6. Complete the Order 6