Profile Options for Order Management

The following profile options are available in Order Management module:

The profile options are explained in detail.

Current Values:

Yes: If this profile option value is set to 'Yes', then the system will allow changes in a contract when the contract is under obligation term.

No:  If this profile option value is set to 'No', then the system will not allow any change in a contract that is under obligation term.

Default Value: Yes

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the user will be allowed  to topup with perpetual contracts.

No: If this profile option value is set to 'No', then the user will not be allowed  to topup with perpetual contracts.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Custom: If the profile option value is set to ‘Custom’ then the customer can select a date from which the plan downgrade is applicable.

Next Billing Cycle: If the profile option is set to ‘Next Billing Cycle’ then the plan downgrade process starts from the next billing cycle. For example if 4rth April is change order date, plan downgrade starts from 1st May.

Next Billing Frequency: If the profile option is set to ‘Next Billing Frequency’ then the plan downgrade starts from next billing cycle. For example if the plan is for 4rth April is change order date with billing frequency as 3months, plan downgrade starts from 1st July.

Selected Date: If the profile option is set to ‘Selected Date’ the plan downgrade starts from the day change order has been effective. For example if 4rth April is change order date, plan downgrade also starts from 4rth April.

Default Value: Selected Date.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the contract will be renewed through Addservice Order upload. The contract number should be provided in the upload to renew the contract.

No:  If this profile option value is set to 'No', then the contract will not be renewed through upload.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): If this profile option value is set to "Y", then the change in price is effected immediately in billing .

N (NO): If this profile option value is set to "N", then the change in price is not effected immediately in billing. The price is applied in the next bill.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): If this profile option value is set to "Y" then system generates order number automatically whenever a new contract is booked or an existing contract is modified in Service Orders screen.

N (NO): If this profile option value is set to "N", then system does not generate order numbers automatically. You have to enter the order number manually in Order No. field whenever a new contract is booked or an existing contract is modified in the above screen.

Default Value: Y (Yes)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): If this profile option value is set to "Y" then system generates contract number automatically whenever a new contract is booked in Service Orders screen.

N (NO): If this profile option value is set to "N", then system does not generate contract numbers automatically. You have to enter the contract number manually in Contract No. field whenever a new contract is booked in the above screen.

Default Value: Y (Yes)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): If this profile option value is set to "Y" then system generates customer number automatically whenever a new customer is registered in Customer screen.

N (NO): If this profile option value is set to "N", then system does not generate customer numbers automatically. You have to enter the customer number manually in Customer No. field whenever a new customer is registered in the system.

Default Value: Y (Yes)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): If this profile option value is set to "Y" then system generates Group ID automatically whenever a new parent is registered in Customer screen. The customer number generated is taken as the Group ID.

N (NO): If this profile option value is set to "N", then system generates the Group ID based on the logic in the custom procedure CUSTOM_GENERATECUSTOMERGROUPID.

Default Value: Y (Yes)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.
Group ID is applicable for Parent Child relationships. Group ID is generated if the Parent check box in Customer screen is selected while registering a customer as parent.

Current Values:

Y (YES): If this profile option value is set to "Y" then system generates customer number automatically whenever a new sale order is booked in   One Time Sale Order screen.

N (NO): If this profile option value is set to "N", then system does not generate sale order numbers automatically. You have to enter the sale order number manually in Sale Order Number field whenever a new sale order is booked.

Default Value: Y (Yes)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then "Hardware Details" grid appears in Service Order screen for capturing hardware item serial numbers at the time of contract booking.

No: If the profile option is set as "No" then no such grid appear in the above screen. In such case, user can not enter hardware details at the time of booking contracts having plans with hardware services.

Default Value: No

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: Set the value to Yes to enable Customer Hardware Details grid in Service Order screen. This allows to capture own  hardware item serial numbers while booking a contract.

No: Set the value to No to disable Customer Hardware Details grid.

Default Value: No

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: set the value to Yes to enable Sale Hardware grid in Service Order screen. This allows to capture sale hardware item serial numbers while booking a contract.

No: Set the value to No to disable Sale Hardware grid.

Default Value: No

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the price which is passed through webservice will be the individual outlet price. The total price is calculated by multiplying the price with the number of outlets.

No: If this profile option value is set to 'No', then the price passed will be the total price of the outlets.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: Set the value to Yes to charge the customer for the numbers reserved.

No: Set the value to No to charge nothing for the numbers reserved by the customer.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Value: In the 'Current Value' box, specify the html page, which should be displayed in the confirmation page.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

True: If the profile option value is set to True, the customer can be attached to a community for each contract

False: If the profile option value is set to False, the customer cannot be attached based on the contract. The customer is directly attached to a community.

Default Value: False

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: Set the value to Yes to navigate from DC service related screens to Product Pricing screen.

No: Set the value to No to navigate from DC service related screens to DC pricing screen.

Default Value: No

Note: Operating System, Server, Server Resource are DC service related screens. This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values: This profile option value can be set as One Month, 3 Months, 4 Months, 6 Months, 7 Months or 12 Months. You can select any of the above values to set it as default billing frequency in Service Order screen.

Default Value: NA

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then all the contracts can be disconnected for a customer. The customer number is provided in the Request XML. All the available contracts are disconnected for the specified customer.

No: If the profile option is set as "No" then contracts cannot be disconnected for a customer. The contract numbers which should be disconnected are given in the Request XML.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the contracts (which are under obligation term) will be disconnected after expiry.

No: If this profile option value is set to 'No', then the contracts will not be disconnected. The contract is extended and list price and new plan definition (newly added services) will be applied automatically from the day the term is completed

Default Value: Yes

Note: Auto expiry job must be run continuously. This job picks the contracts that are near to expiry and disconnects them if the Disconnect On End Of Contract Obligation value is set to Yes. This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then only default country (the country specified in Default Country profile option) will be displayed in Country box in Customer Registration screen.

No:  If this profile option value is set to 'No', then all the defined countries will be displayed while registering a customer.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then the selfcare user can edit contact information like Home Phone, Mobile, and Email from selfcare portal.

No: If the profile option is set as "No" then the selfcare user cannot edit contact information like Home Phone, Mobile, and Email.

Default Value: NA

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: Set this profile option to Yes to repeat the header for every server category .

No: Set the value to No to display only one header for all the server categories.

Default Value: Yes

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then Validity drop-down is displayed in Data Center Order screen

No: If the profile option is set as "No" then Validity drop-down is disabled in Data Center Order screen.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): The profile option value is set to "Y" to enable multi-room feature. In this case, No. of Rooms field appear in Service Order screen where you can enter number of additional rooms. You can also view Multi Room Pricing check box in Pricing screen where you can define pricing for total number of rooms available in the contract.

N (NO): If this profile option value is set to "N", then system does not support multi-room feature. In such case, you are allowed to book orders only for single room.

Default Value: N (NO)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y: If the profile option value is set to "Y", then the All, Inclusive, and Exclusive appear in Partner panel of Price Plan screen.

N: If the profile option value is set to "N", then all the operational entities are displayed in Partner panel of Price Plan screen.

Default Value: N

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (Yes): If this profile option value is set to 'Y', then  the services will be displayed  in Available Plans grid in Registration screen while registering a customer.

N (No): If this profile option value is set to 'N', then the services in a plan will not be displayed while registering a customer through Registration screen.

Default Value: N.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Value: In the 'Current Value' box, type the number. If the number of services and service groups exceeds the number specified in the current value box, the services and service groups are displayed in a pop-up in Service Order (New) screen and Selfcare portal's Book or Modify Order screen.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Value:

Yes: Set the value to Yes to enable the prospect link.

No: Set the value to No to disable the prospect link.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option value is set to Yes then top up for self care users is enabled. In self care's Top Up screen, the top up plans will be displayed, and the Make Payment button is enabled.

No: If the profile option value is set to No then the selfcare user will not have the privilege to top up from selfcare. The available top-up plans for the plan are not displayed and the Make Payment button is disabled.

Default Value: NA

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Form Model displays Customer details, Plan details, and Lease Hardware details. Whereas, Wizard Model displays the      customer details in various sections such as Customer , Service Plans, Hardware Plans, and Summary.

In the Current Value box, set the value to Yes to capture the customer details based on Wizard Model in Simple Registration screen. You will see various sections such as Customer, Service Plans, Hardware Plans, and Summary displayed in the screen. Set the value to No to capture the customer details based on Form Model in Simple Registration screen.

Current Values:

True: If this profile option value is set to 'True', then the service technologies will be displayed in a pop up window. A hyperlink "Other Info" is displayed in Homes Passed screen. When u click on it, Technologies pop up window appears where you can select the technologies feasible.

False: If this profile option value is set to 'False', then the service technologies will be displayed in Technologies list box in Homes Passed screen.

Default Value: False.

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values: Specify the period for which the service should remain active even after the actual agreement expires.

Default Value: 0

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the contract information will be displayed in the response xml on processing Get Customer Info webservice.

No:  If this profile option value is set to 'No', then the contract information will not be displayed

Default Value: Yes

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): The profile option value is set to "Y" to enable "Is Bulk" feature to book orders in bulk. This feature is required incase of operator/ reseller (in wholesale scenario) for the purpose of resale to the customers.

N (NO): If this profile option value is set to "N", then system does not support "Is Bulk" feature. In such case, you are allowed to book orders for individual customers (in retail scenario).

Default Value: N (NO)

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Y (YES): The profile option value is set to "Y" to expand all the services under a category of a service .

N (NO): If this profile option value is set to "N"to expand only the first service under a category of a service .

Default Value: NO

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

TRUE: If the profile option is set as "TRUE" then by default "Do You Want Navigate to Standing Instruction" check box appear as selected in Service Order screen. In such case, the screen automatically navigates to Standing Instruction screen whenever an order is booked.

FALSE: If the profile option is set as "FALSE" then "Do You Want Navigate to Standing Instruction" check box does not appear as selected by default in Service Order screen. In such case, user should select this check box manually to navigate to Standing Instruction screen after booking the order.

Default Value: FALSE

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the user will be forced to book a plan for the customer while registering the customer through Registration screen. This profile option is also applicable for Self Registration screen, where the customer is forced to select a plan before registering himself as a customer.

No: If this profile option value is set to 'No', then the user or the customer need not select a plan during the process of customer registration.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: Set the value to Yes to allow the customer to navigate to Online Payment screen after reigstering as a customer through self registration screen.

No: Set the value to No. In this case, the customer is not allowed to navigate to Online Payment screen to make payment from self registration screen.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

 

Current Values:

Yes: If this profile option value is set to 'Yes', then the customer will be navigated to Online Payment screen after booking an order through Book or Modify Order screen from selfcare portal.

No: If this profile option value is set to 'No', then the customer will  not be allowed to make online payment after booking an order from selfcare portal.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option value is set to Yes, then you can define the outlets for each plan in a service in Order screen.

No: If the profile option value is set to No, then you can define the outlets for the service only. You cannot define outlets for individual plans in the service

Default Value: No

Prerequisites: The profile option Enable Pricing Scheme value should be set to Yes to enable the feature of outlets.

Note:

Current Values:

Yes:  If this profile option value is set to 'Yes', then the adhoc price will be applied.

No:  If this profile option value is set to 'No', then the original price will be applied instead of adhoc price.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then all the contracts can be reconnected for a customer.

No: If the profile option is set as "No" then contracts cannot be reconnected for a customer.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the customer will be redirected to the confirmation page after registering through Self Registration screen.

No: If this profile option value is set to 'No', then the customer will not be redirected to the confirmation page after registering through Self Registration screen.

Default value: No.

Note: This profile option value can be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then all the contracts can be renewed for a customer.

No: If the profile option is set as "No" then contracts cannot be renewed for a customer.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If the profile option is set as "Yes" then multiple contracts for both service plan and hardware plan are created.

No: If the profile option is set as "No" then  a single contract for both service plan and hardware plan  is created.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes:  If this profile option value is set to 'Yes', then the basic plans and add on plans will be displayed in two different tabs called Basic Plans and Add On Plans respectively in Service Order (New) screen.

No: If this profile option value is set to 'No', then all the plans will be displayed in a single panel - List of Services in Service Order (New) screen.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes:To display the price of the plan beside it in the Self Registration screen.

No: To disable the price of the plan.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: To display the plan name is displayed in bold font with defined price.

No:  To display the plan name only if plan level price is defined.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes:  If this profile option value is set to 'Yes', then the basic plans and add on plans will be displayed in two different tabs called Basic Plans and Add On Plans respectively in Service Order (New) screen.

No: If this profile option value is set to 'No', then all the plans will be displayed in a single panel - List of Services in Service Order (New) screen.

Default Value: No.

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values: Specify any amount .

Default Value: 0

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.

Current Values:

Yes: If this profile option value is set to 'Yes', then the contract period will be considered as billing frequency

No: If this profile option value is set to 'No', then the default billing frequency is considered.

Default Value: No

Note: This profile option value cannot be overridden by the normal user in View/Modify User Profile Options screen.