Create an order case line item for an order case

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Create a new order case line item for an existing order case.

    始める前に

    Role required: sn_order_case.creator, sn_order_case.agent, sn_customerservice_agent, admin

    手順

    1. Open an order case record in CSM Configurable Workspace.
    2. Select New in the Order Case Line list.
      This opens a Create New Order Case Line record in a separate sub tab.
    3. Fill in the details for the new order case line item.
    4. Select Save.
      The system adds the new order case line to the Order Case Line list.