Lesson 13 Creating IncidentOther Orders Objectives In this

Lesson 13: Creating Incident/Other Orders

Objectives In this lesson you will learn: • How to create and view Incident Orders • How to create and view Other Orders 2 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Order Definition Responsibilities - Shared across the Enterprise - Must be tightly controlled Two types of orders: - Incident orders - established from a resource order - adheres to the incident order format - Other orders - system generated order number - used for non incident related transactions, inhouse etc. 3 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Create Incident 4 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Creating an Incident/Other Order # - enter the incident order number Incident Name – enter the incident name and year Customer ID – enter or search the customer ID Incident Type – select from the drop down FS Acct Code/Override Code, BLM Acct Code, Other Acct Code – at least one of these fields must be populated. Click on Create Incident 5 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Creating an Incident The Ship to and Bill to details will default from The Customer ID. The Deliver to can be added in 6 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Incident Details 7 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Incident Search/List Access the Incident Console and enter the search criteria 8 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Incident List To view the incident details: Check next to incident/other order # > View Details Or Click on the hyperlink 9 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Creating an Other Order Enter order details and click on Create Order 10 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Other Order Details System. Created generated other order number order with system generated Other Order Number 11 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Other Order Details 12 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Lesson 13: Summary In this lesson, you should have learned: • How to manage Incident Orders • How to manage Other Orders 13 Copyright 2002 Sterling Commerce, Inc. All rights reserved.

Questions? 14 Copyright 2002 Sterling Commerce, Inc. All rights reserved.