Creating Order Line Items

Newly added line items (ORIs) do not have work orders or new services associated with them yet — they are created by the Create action (which should not be confused with ORI record creation).

This enables users to ‘scrub’ the order before its processing.

On the ORI level, create works differently based on the ORI type, e.g.:

  • For New service ORI, a single new service and a single delivery work order will be created
  • For New widget product, no service and a single delivery work order will be created
  • For Cancel service, a single work order is created and no service (cancel always applies to an existing service)
  • For Replace, a single new service is created and two work orders: for turning up a new service and disconnecting the old one

Each line item can be Created independently as follows:

LocationScopeSteps
Order Details (any tab)All or selected ORIs
  1. Open order details
  2. Click Create action in the upper right corner of the screen

Order management actions

Order Details → Order Summary tabSelected ORIs
  1. Open order details
  2. Navigate to the Order Summary tab
  3. Select line items to Create
  4. Click the Create button within Order Summary:

Order summary bulk actions

Order Details → Order Summary tabIndividual ORI
  1. Open order details
  2. Navigate to the Order Summary tab
  3. Click Create button on the right-hand side next to the line item to create:

Order line item actions

ORI DetailsIndividual ORI
  1. Open line item details
  2. Click Create action in the upper right corner of the screen

Once the ORIs have been created their work orders are in the Pending status and can be started.

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