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.
- Order Origination
- Order Line Items
- Order Summary
- Order Status
- Managing Orders
- Work Orders
- Work Order Tasks
- Work Order Task Status
- Task Ownership, Assignment and Routing
- Working with Task Lists
- Changing Ownership / Assigning Tasks
- Starting Tasks
- Completing Tasks
- Completing Automated Tasks With Manual Execution Type
- Automated Tasks Error Handling
- Dismissing Tasks
- Restarting Tasks
- Work Order Execution Chart
- Task Tracking & Scheduling
- Order Risk Management
- Salesforce Chatter and Nextian Orders
- Order Last Touch / Last Touch Date
- Exporting Orders to Excel
- Using AI for Order Processing
