Set up and review order lines

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, sn_ind_tmt_orm.order_approver, sn_ind_tmt_orm.order_viewer, or sn_ind_tmt_orm.order_fulfillment_manager

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 - shows the order orchestration details in a node map view.
• 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.
• Involved Parties - add multiple involved parties to a customer order, each with a specific role.

Procedure

1. Navigate to  Workspaces > CSM/FSM Configurable Workspace .
2. Select the List icon .
3. Navigate to Customer Orders > All.
4. Select the order that you’re working with.
5. Select the order line tab and choose the order line item that you want to update.
6. 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.
   Involved Parties	Add entities assigned with defined roles in an order, such as billing, shipping, entitlement, and partner participation.

7. To add related items for your customer orders with horizontal relationships, do the following actions.
   1. On the Order Line Related Items tab, select New.
      Note:

      Only those product specifications that are available for a selection appear.
   2. In the Related order line items list, select the order line items to add.
   3. In the Related product inventory list, select the product inventory to add.
   4. Select Save.
   The order line item is configured. Review the order line item details and submit to start the fulfillment process for the new product.
8. Select Save to save the changes to the order line.

Related tasks

• Review and submit a product or service order in Order Management