Approve a product or service order in Order Management

  • Release version: Washingtondc
  • Updated May 1, 2024
  • 1 minute to read

    • When an order is submitted, the next step is to review the order and approve it. Approved orders are ready to begin the fulfillment process in Order Management.

    Before you begin

    Role required: sn_ind_tmt_orm.order_approver

    Procedure

    1. In the Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Customer Orders > All.
    3. Select the order that you to review and approve.
      Orders ready for approval are in a Submitted state.
    4. Fill in the fields in the Approval form.
      Image shows the order approval form used to review, update, and approve orders.
    Table 1. Order approval form
    Description
    Approve button Approve orders using the Approve button. The order is updated to a Complete state and enters fulfillment.
    Reject button This button rejects the order, which changes the order state to Rejected. Rejected orders are made available to order agents to make changes and updates.
    Reprice Recalculate prices using the Reprice button when updates are made to the order line items.
    View order timeline To view the order timeline, select Timeline.
    View order orchestration Opens the Order Orchestration form, which is a visual reference to the steps needed to fulfill the order.
    New To add a new order line to the existing order, select New.
    Revise item Make changes to order line items by selecting the Revise item button.
    Delete To delete an order line item, select Delete. The line items are deleted and the prices are recalculated.
    1. Select Approve.
      The order is approved and the order state changes to Complete.