Siebel 1D

1
Siebel 1D New Service Request
2
Fill out the fields

1. 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.
2. Pick the Account that owns the asset being
   serviced or will be billed for the service.
3. Pick the Account CSN using the Service Request
   List applet, and make sure the Credit Status
   Flag is checked (means it is NOT blocked for any
   reason).
4. Pick the Last Name of the Contact who should be
   referenced for this request.
5. Drill into the Contact Last Name in order to edit
   the details of the contact such as Phone .
6. There is Siebel bug (causing a crash) if you
   create a new Contact without saving the SR first.
7. Pick the Asset that is being serviced and ensure
   the asset address is correct and populated.
8. Drill into the Serial Number in order to edit the
   details of the Asset such as Address Info,
   Primary Dealer (very important populates the
   Service Account when the Asset is picked)
9. There is Siebel bug (causing a crash) if you
   create a new Asset without saving the SR first.
10. Enter a brief description for this repair in the
    Summary field.
11. Enter a more detailed description for this repair
    in the Description field.
12. Change the Subarea fields appropriately. Use
    Dispatch when assigning service to a dealer
    use Service Center when assigning service to
    your branches.
13. Change the Type field appropriately. The majority
    will be Repair.
14. If there is a PO Number required, populate it in
    the Cust Ref field.
15. Verify the NTE Limit is correct and populate or
    adjust accordingly.
16. When the request is completed, Set the status to
    Waiting to generate the appropriate Activities.

3
A series of activities will be created

• The activities that will be generated and
  associated to the service request depends on the
  Type value of the Service Request.
• The activities will be generated within a minute
  or two from saving the service request after
  setting the status to Waiting
• The following slides describe the activities that
  are created for a Repair Service Request.

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View the activities
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Service Activity
6
Email Outbound Activity
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Scheduled Activity
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Finalized Activity
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Closed Activity