Execution of an Order
- Panagiotis Papanastasiou
- Niki Rousaki
This page offers information on how you can execute an Order either fully or partially in the BSS portal.
Executing an Order
After submitting the order you can click on the Execute Order button from the "Shortcuts" menu of the order for the subscription(s) or asset entries to be created and the invoice(s) to be initiated.
Depending on whether the order items are provisioned on the same day or they are provisioned on two different days (due to reasons such as the services of the order are from two distinct vendors), there are two methods with which you can proceed with the execution of the order. The first method is called “Order Execution“ and the second method is called “Order Delivery“.
Order Execution
The “Order Execution” method is utilized when the entirety of the order items can be provisioned on the same day and as a result, the order can be executed fully.
By navigating to BSS > Sales > Orders and locating the order, on the order’s page, you can click on the Execute Order button under the Shortcut’s menu.
Please note that orders in Draft status cannot be executed through BSS, and the Execute Order button will be hidden.
On the pop-up window that follows, you can select the start date of the creation of the subscription as well as the invoice.
Partial Delivery of the Order
The “Order Delivery” method is utilized when a few order items are provisioned on one day and the rest of the order items are going to be provisioned on another day. As a result, the order can be partially executed.
By navigating to BSS > Sales > Orders and locating the order, click on it, and on the order’s page click on the “Products“ tab and then choose which order item(s) you wish to execute by checking the relative checkbox.
Afterward, click on the Actions sub-menu button and choose the “Order Delivery” option.
Subsequently, a pop-up verification window opens that displays information of the selected service(s).
Upon clicking on the “Order Delivery” button, the system generates a sub-order of the order the customer has placed. The sub-order can be identified by checking the Code field that is found inside the sub-orders view page, under the Basic Information tab. Also, on the sub-order view page, you can witness the ribbon that states the primary order code as indicated by the following image.
Example: If the primary order code has the “002684“ number assigned to ti, then the first sub-order will take the “002684.1“ number. As a result, the sub-order is considered a partial derivative of the initial order and is displayed from our system in this form “.#” (a dot followed by a number. The number is dependant on the total amount of preceding sub-orders).
Lastly, to execute the order item(s) within the newly created sub-order, you need to click the “Execute Order” option from the Shortcuts' menu on the sub-order’s view page, and on the pop-up that follows you can click on the second bullet and choose the start date of the creation of the subscription as well as the invoice.
By clicking the “Apply” button, one last pop-up window is displayed, informing you that the system has executed the sub-order and it has created the relating subscription for the specific customer.
Verifying a Sub-Orders Execution in BSS
In BSS, by opening the order that was submitted via the Storefront, and clicking on the tab “Products“, you can witness that next to the “Description” of the service, there is a different icon than that of the edit (pencil). This document icon is displayed when the order item is linked with a subscription and/or an invoice and therefore is considered as executed.
Editing Order Status After Executing All Order Items
After all the order items have been successfully executed, the general order status will not automatically change to “Executed”. Instead, the status will remain at the “In Progress” or the “Submitted“ state.
To change the status of such an order, you will have to manually edit the order by clicking its “Edit…” button, and switch the status drop-down field to “Execute Order“.
You can check the following pages for more information on creating, viewing, adding order items, and executing the newly created order.