Select, review, revise, or request cancellation of a service order

Select, review, revise, or request cancellation of a service order Select, review, revise, or request cancellation of a service order

Review the account, contact, pricing, and date details on a service order to make sure that it is correct and complete. You can also revise or request a cancellation of the service order.

Role required: sn_ind_tmt_orm.service_order_agent, sn_ind_tmt_orm.service_order_manager

Navigate to All > Service Order Management > Workspace > Configurable Workspace Home . Note: If you aren't using configurable workspaces, navigate by using the following path: Workspace Experience > Workspaces > Agent Workspace Home .

To learn more about migrating to configurable workspaces, see Migrate to Configurable Workspace .

If you have an assigned Service Order Manager or Service Order Agent role, the Service Order Management workspace appears. If the Service Order Management workspace doesn't appear, do the following actions: From the Configuration Workspace Lists icon ( , click Service Orders . Do one of the following: To view all service orders, click All . To view only open, unfulfilled service orders, click Open .

Note: To learn more about creating or updating service order details, see Select, review, revise, or request cancellation of a service order . Select the service order that you want to review, verify, and approve: To refresh the form, click the refresh icon ( ). To filter existing service orders, click the filter icon ( ).

Select the service order to review by clicking the appropriate tile. For information about field descriptions, see the Service Order Management workspace fields section in Service Order Management workspace and Customer Order forms in Order Management for Telecommunications and Media .

On the Customer Order form, review the order number, account, and contact information for the selected service order. To revise or request cancellation of the service order, perform one of the following actions. Action Description Revise a customer or service order In the Customer Order form, do the following actions: Click Revise Order . Make the required revisions to the order. When the Confirmation dialog appears, click OK , or click Cancel to skip the revision of the order.

Note: If the PONR option is selected, the Revise Order button is turned off because it is too far along in the process to revise. When you revise an order, the following actions take place: The State field changes to Revision Received. The Version field increments to the next version number. The Revision Operation field is set to Update. If there are any associated order tasks, their state fields change to On Hold.

Revise a customer or service order line item In the Order Line Items form, do the following actions: Using the check boxes to the left of the order lines, select those that require revision. To revise all order line items, select the check box to the left of the Number title. For example, if your order consists of four line items, you could select single individual line items, or all items for revision. Make the required revisions to the order line item. Click Revise Order Line . When the Confirmation dialog appears, click OK , or click Cancel to skip the revision of the order line item.

Note: If the PONR option is selected, the Revise Order button is turned off because it is too far along in the process to revise. When you revise an order line item, the following actions take place: The State field changes to Revision Received. The Version field increments to the next version number. The Revision Operation field is set to Update. If there are any associated order tasks, their state fields change to On Hold.

Request cancellation of an entire customer or service order In the Customer Order form, do the following actions: Click Cancel Order . When the Confirmation dialog appears, click OK , or click Cancel to skip the cancellation request.

Note: If the PONR option is selected, the Cancel Order button is turned off because it is too far along in the process to request a cancellation. When you request an order cancellation, the following actions take place: The State field changes to Assessing Cancellation. The Version field increments to the next version number. The Revision Operation field is set to Cancel. Notification messages appear if there are any conditions that are preventing cancellation of the order. A designated manager must approve the order cancellation.

Note: To cancel an individual order line item, in the Order Line Item form, change the State field to Assess Cancellation. For more information about a customer order line item, see Reviewing the line items and related details for a customer order . For more information about a service order line item, see Review the line items and related details for a service order .

Request cancellation of individual customer or service order line items In the Order Line Item form, do the following actions: Click Revise Order . Make the required revisions to the order line item. When the Confirmation dialog appears, click OK , or click Cancel to skip the revision of the order line item. Click Cancel Order Line Item .

Note: The PONR check box, which is located on the Customer Order and Order Line item forms, indicates the Point of No Return state for the order or order line item.

Note: To learn more about inflight order changes, see <a class="xref" href="../concept/inflight-order-change-mgt-overview.html" title="Manage how your organization receives changes for customer orders, service orders or individual line items that are still being orchestrated and fulfilled. By using inflight change order management, you can designate when you permit such changes. You can also assess the impact of the requested changes for an order or order line item, and automatically generate a plan to compensate for them when you approve the revision or cancellation request.">Managing inflight order changes and cancellation requests .

In the service order, make the required changes, and then select Save .

Parent Topic: Reviewing service orders for fulfillment