Last verified with: 10.8.6.0
Overview #
This screen allows you to view, draft, edit, complete, and troubleshoot sales orders for an account. Orders are used to collect the package, pricing, charge, and shipping information that should be applied together when the order is completed.
The main Orders screen is used to review existing orders and their current status. New and draft orders are created and updated through a seven-step wizard that guides you through:
- Order Detail for the core order information
- Select Package for the packages being ordered
- Pricing for price-book and promo-code driven pricing
- Personalize for package or service-level adjustments
- Additional Charges for manual order charges
- Shipping for shipment and contact details
- Review for the final summary before saving the draft
After an order has been saved, the same screen is also used to complete the order and to review processing issues through the Error List and Process History tabs.
Orders Panel #
The Orders panel on the left lists the orders that exist on the account. Select an order from this panel to review its details on the right.
Actions #
| Icon | Description |
|---|---|
 | Opens the selected order in the order wizard so the draft can be updated. |
 | Opens the complete-order dialog so the draft order can be processed. |
 | Deletes the selected order when the order is still eligible for removal. |
 | Creates a new draft order and opens the order wizard. |
Edit Order Detail Panel #
The panel on the right displays the details for the selected order.
Fields #
- Order #: The system-generated order number.
- External Order #: An optional external reference number, often supplied by an integrated sales system.
- Status: The current order status, such as draft or a processing state.
- Customer Purchase Order #: The customer purchase order reference associated with the order.
- Estimated Total: The estimated total supplied for the order when that value is available.
- Date: The order date.
- Order Bill Date: The date the order was billed, once billing has occurred.
- Account Contract: Associates the order with an account contract when the order should be linked to a contract-driven commitment or term.
Summary Tab #
The Summary tab lists the packages included in the order. Expanding a package shows the services and quantities included in that package so you can review what will be created when the order is completed.
Shipping Tab #
The Shipping tab displays the shipping and contact details stored on the order. This includes address information, company and contact names, and any contact-point values associated with the shipping contact.
Error List Tab #
The Error List tab is used to review order-processing issues. It displays the last user involved in order processing together with the error message body so administrators can understand why an order failed or stalled.
Process History Tab #
The Process History tab is used to review what was created from the order after processing. The Select View list allows you to switch between:
- Account Package
- Invoices
- Payments
Selecting a record in the list opens the related screen so you can continue investigating the result of the order.
Add And Edit Order Wizard #
When you add or edit a draft order, the order wizard opens.
Order Detail Step #
Use this step to enter the base order information, including:
- External Order #
- Customer Purchase Order #
- Account Contract
The wizard also shows Price Book and Promo Code selectors at the top of the screen. These settings influence the pricing and discount context used later in the wizard.
Select Package Step #
Use this step to add the packages that should be included in the order. This stage is where you build the order contents before moving on to pricing and personalization.
Pricing Step #
Use this step to review pricing for the packages in the order. The pricing stage works with the selected Price Book and any applied Promo Code so you can confirm the charges that will be used.
Personalize Step #
Use this step to review package and service details in more depth. This is where package- or service-level adjustments can be made when the selected package supports that type of configuration.
Additional Charges Step #
Use this step to add or remove manual charges that should be included with the order.
Shipping Step #
Use this step to populate the shipping address and contact details for the order. You can select an existing shipping contact or enter the order-specific shipping information directly.
Review Step #
Use this step to review the final order summary before saving the draft order.
Guides #
Adding And Completing Orders #
- In the Orders panel, click Add.
- In the wizard, enter the order details that apply to the order, including any external order or purchase-order references.
- If required, select the Account Contract, Price Book, and Promo Code that should apply to the order.
- Move to Select Package and add the packages that should be included in the order.
- Review the pricing in the Pricing step.
- Update package or service details in Personalize where needed.
- Add any manual charges in Additional Charges if the order requires them.
- Enter shipping information in Shipping when shipment details are required.
- Review the order in Review and save the draft order.
- Back on the Orders screen, select the saved draft and click Complete Order when you are ready to process it.
- In the complete-order dialog, choose the processing options that apply:
- Bill Now: Bills the order immediately instead of waiting for a later billing event.
- Deliver Invoice: Delivers the invoice created from the order when billing is performed.
- Collect Payments: Attempts payment collection when payment processing is enabled and the account is set up for it.
- Currency Exchange: Selects the currency exchange record to use for the order.
- Posting Date: Sets the GL posting date to use for accounting purposes.
- Complete the order.
Editing Orders #
Only draft orders can be edited.
- In the Orders panel, select the draft order you want to update.
- Click Edit.
- Update the order in the wizard.
- Save the draft when finished.
Deleting Orders #
Only draft orders that are still eligible for removal can be deleted.
- In the Orders panel, select the draft order you want to remove.
- Click Delete.
- Confirm the deletion when prompted.