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New Order Type (Doc ID 540143.1)

Last updated on JANUARY 24, 2020

Applies to:

Siebel CRM - Version [15058] and later
z*OBSOLETE: Microsoft Windows 2000
Version: [15058]

Database: Microsoft SQL Server 2000 SP 2

Application Server OS: Microsoft Windows 2000 Server

Database Server OS: Microsoft Windows 2000 Server

This document was previously published as Siebel SR 38-922195951.


We added several new Order Types, e.g. FOE Order and followed exactly what support web and bookshelf suggested. Here are the steps:
1. Added new LOV in the Application Admin, LOV. Defined the sequence for each order type. Inactivated some values from vanilla Siebel.
2. Added new order type in Data Admin, Order Type. Associated FOE Order with Sales order type code. Copied all action types from Sales Order.

Then we tested and inserted a new record. First we noticed that all out-of-box values are still displayed in the drop down list. And they follow the alphabetical sequence instead of the sequence we specified in LOV. We searched the support web and found we could delete the vanilla values w/ certain tools configuration. It's not advised and we can persuade our client by proper training. But we'd like to see the order type in the sequence we defined.

The second problem we discovered is when we created a new order with order type FOE Order in All Sales Order View, then stepped off record and navigated to another screen. When we came back, we could NOT find the new created record in All Sales Order View but in All Services Order View even though we defined FOE Order as Sales Order Type.

Could you advise the workaround for we're under very tight schedule now. Thank you.




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