Nextian Order Management

Orders are the main method for creating new services and applying changes to existing ones. A single order can apply to multiple services (e.g., 5 virtual machines or 5 site MPLS network) as well as contain various types of requests (e.g., cancel a service and replace it with a new one):

  • An order is created automatically when an opportunity is Closed Won, but it can also originate via the Customer Portal, API or be built manually (see Order Origination).
  • It has its own line items (Order Line Items, ORIs), created from and related to quote line items (QLIs).
  • Each quote line item references a service and a work order defining what needs to be done (except for widget quotes that only reference a product).
  • Along with work orders, orders keep track of their schedule.
  • Each order line item can be managed (e.g. be canceled) individually for maximum order management flexibility.
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