Create an order in Order Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a product or service order in Order Management.

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    When you start an order, a pop-up prompts you for order information. You can choose to create a product order for a customer account or consumer. The pop-up changes depending on your choice.
    • Account – The order is created for an existing customer account.
    • Consumer – The order is created for an existing consumer.
    Note:
    The following steps explain how to create a customer order. Whether you’re creating a customer order or a service order, the steps are the same.

    Procedure

    1. In the Configurable Workspace, select the List view.
    2. Navigate to Customer Orders > All and select New.
      The Create a new Order pop-up opens.
    3. In the Create a new Order pop-up, fill in the fields.
      • To create an order for an account, select the Account.
      • To create an order for a consumer, select the Consumer name.
      ToDescription
      Create an order for an account Enter the following:
      • Order Type: Order type can be service or customer.
      • Contact: Name of the primary customer contact.
      • Order action: Select the type of order action.
      Create an order for a consumer Enter the following:
      • Order Type: Order type can be service or customer.
      • Order action: Select the type of order action.
    4. In Order action, select Add.
      The Order action menu contains the following options.
      Order Action Description
      Add Creates an order.
      Move M
      Change Creates a change order.
    5. Select Create.
      The order is started and the Order Catalog opens.