Order Line Items

Order line items (ORIs) glue together orders with work orders and services — an order contains a list of items:

  • Order (line) items are named ORI-XXXXXXX.
  • When creating an order from a quote, each ORIs are associated with their corresponding quote line items (QLIs).
  • For ‘widget’ products (i.e., products that are not subscription services) the service part is not populated.
  • ORIs do not have their own status, they act as a linkage only (order status is derived from work order statuses).
  • Similar to QLIs, ORIs have their types (e.g., New, Cancel, Replace, etc.).

The relationship between order, order line item, service and work order can be visualized as follows:

Order line item structure
Order line item structure

For ‘widget’ products (i.e., products that are not subscription services), the service part of OLIs in the diagram above is left empty.

Order of line items on an order

  • When an order created from a quote/opportunity, the order of OLIs on the order follows the order of QLIs on the quote (for consistency).
  • For manually created OLIs their order follows order of creation.
  • Order of OLIs on an order cannot be changed (unlike QLI order on a quote).
  • The Item # in the Order Summary tab is added convenience only, so the OLIs can be easily referenced.
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