Create an order in Order Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 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 TBD
      Change Creates a change order. See Start a move order for more information.
    5. Select Create.
      The order is started and the Order Catalog opens.