Orders are the primary mechanism for creating new services and making changes to existing ones. A single order can contain multiple line items pertaining to several services (e.g., five virtual machines or a five-site MPLS network) and support various request types (e.g., request new service, cancel a service, service and or replace a service with a new one).
The following applies to Nextian orders:
- An order is created automatically when an opportunity is Closed Won.
- Orders can also originate from the Nextian Customer Portal, the Nextian Sign Up Portal, the API, or be built manually (see Order Origination).
- Each order can contain multiple Order Line Items (ORIs).
- ORIs can be of different types (e.g., request new service, cancel, move, etc.).
- Any combination of ORI types is allowed within a single order — for example, an order may include three new services across two locations, one cancellation, and one move.
- For quote-generated orders ORIs are created from and related to the corresponding Quote Line Items (QLIs).
- Each ORI can be managed individually (e.g., canceled), allowing the order to be modified or amended during the delivery process.
- Each ORI references a service and a work order — a workflow that defines the steps required to deliver a specific operation on the service. This mapping of products and operation types to a particular workflow is configured through work order templates in the Nextian Product Management.
- Orders track their progress and schedule as an aggregate of all associated tasks across all the ORIs (see Task Tracking & Scheduling for more information).
Accessing Orders
Nextian orders are stored as custom objects (the standard Salesforce Order object could not be used due to technical limitations).
Orders are best managed through the Nextian Order Management App provided by the Nextian Salesforce package:
- Go to App Launcher → Nextian Order Management.
- Click Orders from the menu.
If you are using a different app, go to App Launcher → Orders.
| Important | Ensure the correct Orders tab is selected, as both Nextian and standard Salesforce order tabs may be available. |
