Reviewing service order details

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Review the account, contact, dates, line items, and related details on the selected service order to make sure that everything is correct and complete. You perform these tasks in the same Customer Orders form that you use to review customer orders.

    Before you begin

    Role required: sn_ind_tmt_orm.service_order_agent, sn_ind_tmt_orm.service_order_manager

    Procedure

    1. To review the service order and date details for the entire service order, click Details.
      • To show the Details pane in the full screen, click the show form in full screen icon .
      • To show the Details, Compose, Activity, and Attachments panes, click the show form and activity icon (default).
      • To show the Activity pane in the full screen, click the show activity in full screen icon .
    2. In the Details pane, review the general details for the service order.
    3. Review the remaining details for the service order.
    4. Review the line items, characteristics, and fulfillment tasks for the service order.
      Task Description
      Review the order line items and related details See Review the line items and related details for a service order.
      Review the order characteristics See Review and update the characteristic values on a service order.
      Review the order fulfillment tasks See Review and update the service order fulfillment tasks.
    5. When you finish reviewing and updating the entire service order, perform one of the following actions.
      ActionDescription
      Save the updated service order Select Save.
      Approve the service order Select Approve. To learn more, see Reviewing service orders for fulfillment.
      Note:
      Only service order managers with an assigned [sn_ind_tmt_orm.service_order_manager] role can approve service orders.