Order Approval

Order Approval screen acts as a staging area for new agreements, changing existing agreements, disconnection, renewal, reconnection, and top up of plans. Contract details can be stored and can be affected at a later point of time.

To approve orders:

  1. On the Order Management module, click Order Approval.

  2. Retrieve details of the customer for whom you want to approve the order.

  3. In the Transaction Type drop down, select the value as New, Change, Disconnection, Reconnection, Renewal, or Top up.

  4. In the Operational Entity drop down, select the operational entity.

  5. Select the period for which you want to retrieve the pending orders in from date and to date fields.

  6. Click Search to retrieve the pending orders based on the given search criteria.

  7. The list of pending orders with details like customer number, name, balance, contract number, effective date, transaction type, and plan are displayed in List of Pending Orders grid.

  8. Select the radio button against the order you want to approve.

  9. Enter Notes if any.

  10. Click Approve to approve the pending order.

  11. Click Reject to reject the pending order.

  12. Click Modify to redirect to Service Order screen where you can modify the order details.

  13. Click Cancel to cancel the retrieved orders and enter new search criteria.