Create an order in Order Management

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a product or service order for an account or consumer in Order Management.

    Antes de Iniciar

    Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_order_agent, or sn_ind_tmt_orm.service_order_manager

    Procedimento

    1. Navigate to  Workspaces > CSM/FSM Configurable Workspace .
    2. Select the List icon .
    3. Navigate to Customer Orders > All.
    4. Select New.
    5. On the form, fill in the fields.
      Tabela 1. Create a new Order form
      Field Description
      Account The customer account for which you want to create an order.
      Consumer The consumer for which you want to create an order.
      Order Type The type or order you want to create. The available options are:
      • Product
      • Service
      Contact The name of the contact for the order.
      Order action This option should be set to Add to create a new order.
      Channel partner (Optional) The name of the organization selling a product or service.
      Nota:
      The fields displayed on the form change depending on whether you select account or consumer.
    6. Select Create.

    Resultado

    The order is started and the product catalog opens.

    O que Fazer Depois

    Browse the product catalog and add products and services to the order. For more information, see Add products or services to an order in Order Management.