Service Order (New)

Service Order (New) screen is used to book new orders for customers. It also helps you to capture customer's hardware details. The various functions of this screen are

• Register new orders

• Modify existing orders

• Capture hardware details

• View all existing contracts

• View approximate price of plans

To register new order

1. On the Order Management module, click Service Order (New).

2. In the Customer # box, enter the customer number. You can also click to retrieve customer details. The customer details appear on the screen.

Note: Customer Information with the labels is displayed only when the profile option "Show Labels in Search Control" is enabled.

3. In the Contract Details section, by default, Order Date and Effective Date show the current date. Select the dates, if required.

4. Select contract validity from the drop-down. The contract becomes a fixed term contract if contract validity is selected.
   Note: The contract periods defined in contract period screen are displayed in the drop-down.

5. In the Billing frequency drop down, select the billing frequency.

6. In the No. of Rooms box, type the number of rooms to book the order for multiple rooms.

Note: You can not order a plan for multiple rooms if multi-room price is not defined for the selected plan.

7. Select the Is Bulk check box if you want to book the order in bulk (incase of operator/re seller in wholesale scenario for the purpose of resale to the customers).

Note: In such case, hardware association is done for individual services available in the plan. Otherwise, association is done at plan level.

8. In the No of outlets box,  Enter number of outlets for the product.

9. Select the employee from the Salesman Code drop-down. (Note: Salesman code is captured in order to calculate commissions based on the bookings made by a salesman)

10. Enter Notes, if any.
11. Click Basic Plans tab. The basic plans are displayed in the List of Services panel. Click a plan name to view the details of the plan like service and service group. Select the plans, which you want to order. The approximate price is displayed in the Product Price panel.
12. Click Add On Plans tab. The add on plans are displayed in List of Services panel. Select the add on plans, which you want to order. The approximate price of the selected plans (basic and add on) is displayed in the Product Price panel. The total amount for the selected plans is also displayed.

Note: Product price will vary with any change in the following contract parameters:

• Effective Date

• Billing Frequency

• No. Of Rooms

• No. Of Outlets

8. If you have selected any hardware service under a plan then click the View Items check box in Hardware Details grid to view the hardware items available under the plan.

Note: By default, only lease or loan hardware items are displayed for issue at the time of contract booking. Sale or owned hardware details are not displayed in this screen.

14. Select Issuing Entity from the drop-down. Issuing entity is the operational entity who possesses and issues the hardware items.
15. Enter Serial Numbers against the items detail or click (magnifying glass symbol) to search for item serial numbers in Issue Item Serial Numbers pop up window.

16. In the Other Info section, enter other details.

17. Click the Save button to book the order. An order number and a contract number are generated automatically against that order. The order details are saved in the system with the status PENDING.

Note:

• Service order modification is allowed only before approval.

• Approve check box appears if the user does not have the privilege Auto Approve Order.

• No of outlets field and Product Wise Outlets grid appear on the screen based on the value of the profile option Outlets required on Product.

• Based on the plan definitions, only applicable plans for the customer are displayed.

• Plans should be defined in the system.

• Pricing for the plan should be configured in the system. User is not allowed to take the plan if pricing is not defined.

• Multiple plans having same contract terms can be under the same plan.

• You can book plans with different service types under a single contract. Such contracts can also be booked for multiple rooms.

• A plan having hardware items can be added to a multi-room contract having other plans with different service types. In such case, multi-room feature would be applicable only to the video related services.

• Incase of hardware plan hardware items-contract association happens implicitly.

• Whenever new services are booked under a contract, network accounts are created and network elements/resources are allocated. At the time of contract modification, if same types of services are taken then the same network elements/resources should be reallocated implicitly. If different types of services are taken, then the existing network accounts are terminated and new network accounts are created.

• Basic Plans and Add On Plans tabs appear only if "Show Basic and Add-on Plans individual” profile option is set to Yes. If the profile option is set to No, all the plans appear in List of Services panel.