---
sourceDocument: Zurich Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/order-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Review an order orchestration plan

# Review an order orchestration plan {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Track the progress of an order in the fulfillment process by reviewing the orchestration plan for the order, its order line items, and domain product, service, or resource orders. By using the order orchestration UI, you can
easily identify and resolve any delays or fallouts so that you can do the order fulfillment process more efficiently.

## Before you begin

Role required: order_approver, order_viewer, sn_ind_tmt_orm.order-fulfillment_agent, sn_ind_tmt_orm.order_fulfillment_manager, sn_ind_tmt_orm.service_order_manager

## About this task

By using the order orchestration UI, you can perform the following actions:

* View a hierarchical visual representation of all order line items, domain orders, and order tasks for the selected order.
* Open a node in the hierarchy and view the additional details.
* Determine the current state of the associated order line items, domain orders, and order tasks.
* Identify any order delays or fallouts in the order fulfillment process, and resolve them on time.
{#review-order-fulfillment-orchestration-plan__ol_ty2_1sy_5sb}
To learn more, see [Using the order orchestration UI](https://www.servicenow.com/docs/d4NuqbddctEfbLefHRNtrw "By using the order orchestration user interface (UI), you can make sure that you do all the tasks that are required to fulfill your customer orders. You can also view the complete order hierarchy, the status of the associated decomposed orders, the order line items, and the order tasks.").

## Procedure

1. Navigate to  WorkspacesCSM/FSM Configurable Workspace .
2. Select the List icon .
3. Navigate to Customer Orders.
   * To view all customer orders, select All.
   * To view only open, unfulfilled customer orders, select Open.
   {#review-order-fulfillment-orchestration-plan__choices_dlv_b45_xgc}
4. Select an order you want to fulfill.
5. Access the order orchestration UI for a selected order, order line item, or domain order by performing the respective task from the following table.

   | Task | Description |
   | Review the orchestration plan for an entire customer order | In the Customer Order form, under Order breakdowns, select View order orchestration. |
   | Review the orchestration plan for a customer order line item | 1. On the Order Details page, select an order line item from the Line items tab. 2. Select the Order Orchestration tab. {#review-order-fulfillment-orchestration-plan__ol_mlw_s34_ctb} |
   | Review the orchestration plan for a domain order associated with a customer order line item | To view the orchestration plan for a domain order (product, service, or resource), perform the following steps: 1. On the Order Details page, select an order line item from the Line items tab. 2. Navigate to the one of the following tabs for which you want to view the orchestration details: * Product Orders * Service Orders * Resource Orders {#review-order-fulfillment-orchestration-plan__ul_oc2_xp5_xgc} 3. Select the Order Orchestration tab. {#review-order-fulfillment-orchestration-plan__ol_erj_y34_ctb} |
   |-|-|

   {#review-order-fulfillment-orchestration-plan__choicetable_u3t_rjd_54b}
6. On the order orchestration UI, review the visual representation of the order, including all domain product, resource, service orders, order tasks, and their current states as described in the following table.  
   {#review-order-fulfillment-orchestration-plan__table_as2_qdv_t4b__entry__2}

   | Field | Description |
   |-|-|
   | ORD | Unique system-assigned number for the customer order. Both customer orders and service orders have an assigned ID with a prefix of ORD. |
   | Address, city, state | Orchestration plan hierarchy level that represents the individual shipping locations for the domain orders of an order line item. |
   | Order line item | Orchestration plan hierarchy level that contains the individual order line items that are associated with each shipping location. An order line item can also contain child line items, which are shown in the order hierarchy. Each order line item contains the following elements: Description :   Description of the product or service ordered on this line item. Order line item identifier :   System-assigned customer or service order line item number. Task overview :   Overview of the total number of domain orders and order tasks that are associated with the order line item that have been fulfilled. |
   | Domain orders and order tasks | Orchestration plan hierarchy level that contains the individual domain orders and order tasks for an order line item. A domain order can also contain child domain orders, which are shown in the order hierarchy. Each domain order or order task contains the following elements: Type :   Type of related transaction: * Domain order - Product Order, Service Order, or Resource Order * Order Task {#review-order-fulfillment-orchestration-plan__ul_zjs_vcb_dtb} Description :   Description of the product or service on this domain order or order task. Identifier :   System-assigned domain product or order task number. State :   Current state of the domain product or order task. To learn more, see: * [Customer order states](https://www.servicenow.com/docs/BfmrlRuweqjZaUUO3qcABA "Use the State fields on the customer order management forms to determine the current processing state for the customer order and to perform certain types of customer order actions, such as canceling a customer order.") * [Service order states](https://www.servicenow.com/docs/kj6Qk8putYwUx9fSn4qW5w "Use the State fields on the Order Management forms to determine the current processing state for the service order and to perform certain types of order actions, such as canceling an external service order.") {#review-order-fulfillment-orchestration-plan__ul_oqh_jdb_dtb} |
   [Table 1. Order orchestration details]

   {#review-order-fulfillment-orchestration-plan__table_as2_qdv_t4b}

## What to do next

[Review and close fulfillment tasks](https://www.servicenow.com/docs/AClFX04RXnihVcDGb7sQrg "Review and update the fulfillment tasks that are associated with an order, or order orchestration plan, so that you can make sure that all tasks are properly completed.")
**Related tasks**   

* [View an order timeline](https://www.servicenow.com/docs/0S3cFUq~ZK9TV_qkV6PIFQ "View Gantt chart timelines that display the status of a domain order and order tasks, show dependencies between order tasks, and identify tasks that are in jeopardy.")

*[\>]: and then


