Order

Through Service Order screen you can add multiple plans to the customer account. When the customer requests for a plan within a plan then both the contract and plan should be selected. Multiple plans having same contract terms can be under a same plan.

You can book new orders and modify existing order details under a contract for customers on behalf of the operational entity. Later, an authorized user having necessary privileges can modify, approve/cancel the service order with proper reasons and notes.

To book orders:

Note: The fields available in this screen are configurable. Depending on the business requirement, you can add/remove fields in this screen to capture necessary details at the time of order booking. Click here to view the configuration steps required for adding or removing fields in Service Order screen.

On the Order Management module, click Order.
Retrieve details of the customer who requests for the order. The Customer Name, Operational entity under which the customer is booked and Address details appear on the screen.
If you are capturing a new contract details, select the New check box against the Contract Number and Order No. fields. By default, the check box is selected.
By default, Order Date and Effective Date show the current date. Change the dates, if required.
Select contract validity from the drop-down. The contract becomes a fixed term contract if contract validity is selected.
Note: The contract periods defined in contract period screen are displayed in the drop-down.
In the Billing frequency drop down, select the billing frequency.
Select the employee from the Salesman Code drop-down. (Note: Salesman code is captured in order to calculate commissions based on the bookings made by a salesman)
In the No. of Rooms box, enter the number of rooms to book the order for multiple rooms.

Note: You can not order a plan for multiple rooms if multi-room price is not defined for the selected plan.

In the List of Services grid, select the required check boxes against the plans or individual services to add one/multiple plans to the order within the plan.
Click the Calculate Price button to view charges of the selected plans in Price Calculator pop up window. The total plan price includes Pro rata Amount, Taxes, Discounts, Recurring Charges and Non-recurring Charges of each individual services within the selected plan.
Select the Is Bulk check box if you want to book the order in bulk (incase of operator/re-seller in wholesale scenario for the purpose of resale to the customers).

Note: In such case, hardware association is done for individual services available in the plan. Otherwise, association is done at plan level.

Enter Notes, if any.
Select the Do You Want Navigate to Standing Instruction check box to navigate to Standing Instructions screen after saving the order details. where you can capture the standing instructions of the customer.
Enter number of outlets for the product in No of Outlets box. The No. of outlets box appears based on the profile option "Outlets required on product". If the profile option value is set to No, the No. of Outlets box is displayed, else, the Product Wise Outlets grid is displayed, where you can enter number of outlets for each service in the selected plan. For the outlets feature, initially, the profile option "Enable Pricing Scheme".should be set to Yes.
If you have selected any hardware service under a plan then click the View Items check box in Hardware Details grid to view the hardware items available under the plan.

Note: By default, only lease or loan hardware items are displayed for issue at the time of contract booking. Sale or owned hardware details are not displayed in this screen.

Select Issuing Entity from the drop-down. Issuing entity is the operational entity who possesses and issues the hardware items.
Enter Serial Numbers against the items detail or click (magnifying glass symbol) to search for item serial numbers in Issue Item Serial Numbers pop up window.
In the Other Info grid, enter other details.
Click the Save button to book the order. An order number and a contract number are generated automatically against that order. The order details are saved in the system with the status PENDING.
To modify the order details, enter the Customer Number. Else, click the Search Lookup against the Customer # field. The details appear in Lookup Search pop up window. Select the required Customer Number link from the Search Results list in Lookup Search pop up window. Select the appropriate contract from the Contract No. drop-down to view the selected services in that contract. The status of the order is displayed in Order Status box. Select the New Order check box and modify the service details. Click the Save button to apply the modification.

Note: When you modify an order details, a new order number is generated under the same contract number.

To approve or cancel the order, enter the Customer Number. Else, click the Search Lookup against the Customer # field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Order Number link from the Search Results list in Lookup Search pop up window.
Select the Approve or Cancel check box to approve or cancel the order respectively.
Click the Save button to approve the order. The order status becomes INITIATED after approval.

Note:

Service order modification is allowed only before approval.
Approve check box appears if the user does not have the privilege Auto Approve Order.
No of outlets field and Product Wise Outlets grid appear on the screen based on the value of the profile option Outlets required on Product.
Based on the plan definitions, only applicable plans for the customer are displayed.
Plans should be defined in the system.
Pricing for the plan should be configured in the system. User is not allowed to take the plan if pricing is not defined.
Multiple plans having same contract terms can be under the same plan.
You can book plans with different service types under a single contract. Such contracts can also be booked for multiple rooms.
A plan having hardware items can be added to a multi-room contract having other plans with different service types. In such case, multi-room feature would be applicable only to the video related services.
Incase of hardware plan hardware items-contract association happens implicitly.
Whenever new services are booked under a contract, network accounts are created and network elements/resources are allocated. At the time of contract modification, if same types of services are taken then the same network elements/resources should be reallocated implicitly. If different types of services are taken, then the existing network accounts are terminated and new network accounts are created.