Set up and review product order lines in Order Management

  • Release version: Washingtondc
  • Updated May 2, 2024
  • 1 minute to read

    • Once products and services are added to an order in Order Management, you can set up order lines with order characteristics, pricing adjustments, and other items.

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    About this task

    Product and service order lines items contain the product or service that you have added to your order. You can also make the following changes and updates to the order line items.
    • Details - shows the details of the order including the name and address fields for the order.
    • Order Orchestration
    • Order Characteristics - add characteristics to a product and service orders.
    • Order Line Item Contacts - add a contact for each product order line item.
    • Order Line Related Items - connect this order line item with other order line items
    • Pricing Adjustments - add pricing adjustments to a product order.
    • Products Orders - lets agents create product orders and add them to the current order.
    • Order Tasks - tasks that are assigned to complete the orders.
    • External product Inventories - connect to external product inventories.

    Procedure

    1. In the Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Customer Orders > All.
    3. Select the order that you’re working with.
    4. Select the order line tab and choose the order line item that you want to update.
      The order line item form opens with a variety of tabs available.
    5. Select the tab that you want and fill in the fields.
      Field Description
      Details Details include shipping address and product information. Details tab also contains pricing, general information, and contract start and end dates.
      Order Orchestration Open this tab to see the steps needed to execute the order.
      Order Characteristics Characteristics are the options available.
      Order Line Item Contacts Add contacts that enable agents to find more information about an order.
      Order Line Related Items Connect this order line item with other order items.
      Pricing adjustments Agents can adjust product pricing.
      Product Orders Shows the product orders that are part of this order. Also lets agents add products to the order.
      Order Tasks Shows order tasks that must be completed.
      External Product Inventories Agents can view external product inventories.
    6. Select Save to save the changes to the order line.