Create an order header task

Create an order header task manually to track and coordinate activities at the order level that are not tied to a specific domain order or fulfillment task.

Before you begin

Role required: sn_ind_tmt_orm.order_agent or sn_ind_tmt_orm.order_fulfillment_manager

About this task

Order agents and fulfillment agents can create order header tasks manually when a task is needed that is not automatically generated by the Customer Order Task Policy. The order number is automatically populated when a task is created from the Order Header Tasks tab and cannot be changed.

Order header tasks remain open until explicitly closed. The order is not marked as completed until all associated order header tasks are closed.

Procedure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
2. Open the order for which you want to create a task.
3. Select the Order Tasks tab.
4. Select New.
   The Order number field is automatically set to the current order and is read-only.
5. On the form, fill in the fields.

   Table 1. Order Task form

   Field	Description
   Number	This field is automatically set to a unique task number.
   Order number	This field is automatically set to the order from which the task was created. Read-only.
   Account	Customer account associated with the order.
   Primary contact	Primary contact for the order.
   State	Current state of the task. Defaults to Draft.
   Priority	Priority level for the task.
   Assignment group	Group responsible for completing the task.
   Assigned to	Agent responsible for completing the task.
   Short description	Brief description of the task.
   Additional comments (Customer visible)	Notes visible to the customer.

6. Select Save.

Result

The order header task is created and appears in the Order Tasks tab.

Related concepts

• Configuring Order Management
• Order management