---
title: "Assembling Transaction Content"
slug: "assembling-transaction-content"
updated: 2026-07-31T12:00:41Z
published: 2026-08-11T10:59:52Z
canonical: "help.idibilling.com/assembling-transaction-content"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assembling Transaction Content

Transactions are built and managed via the ***Transaction*** Details and ***Transaction*** Summary pages.

> [!NOTE]
> Note:
> 
> The page labeling is dependent upon how the transaction is initiated (cart/sale or order). What you can do with a transaction is dependent upon the transaction status.

**More**

Transaction Statuses and the respective actions allowed in those States are as follows:

| **If Status is:** | **You can:** |
| --- | --- |
| Assembling | - Add and modify services and features via Order Details - Disconnect\Reconnect a service number via Order Details - Assign temporary service numbers via Order Details - Place On Hold via Order Summary - Submit the Order via Order Summary > [!NOTE] > Note > > If an Order is in assembling status for 30 days after creation, it is automatically removed from the system. To avoid this, update the Order's status to OnHold. |
| Completed | View: - details in the Orders web application - progress in Workflow - Billing Order in the Orders web module or IDI Desktop Client |
| Errored | View: - details in the Orders web application - progress in Workflow |
| In Process | - Bulk-update Service Numbers via Order Summary - Add and modify services and features via Order Details - Cancel via Order Summary - View Order Details, and progress in Workflow |
| OnHold | - Resume via Order Summary - Submit via Order Summary |
| Submitted | - Cancel via Order Summary - View Order Details, and progress in Workflow |

- **Details**: Use the Details page to manage content (add, remove, modify and edit order line items) in the assembly phase. This page is displayed as part of the Create New Transaction process and is also available via the Transaction Search or Transaction Summary. See [Transaction Details](/v1/docs/transaction-details-managing-content-assembly).
- **Summary**: Use the Summary to manage the status (discard, place on hold, resume) and to submit the transaction when ready. You can also view/edit transaction information from this view. The Transaction Summary is available via the Transaction Search, and the Transaction Details. See [Transaction Summary](/v1/docs/transaction-summary-managing-the-transaction-status-and-information).

When you're finished with assembly, continue with [Reviewing, Tendering, and Finalizing](/v1/docs/reviewing-tendering-and-finalizing).

#### Related Topics

- [Transaction Search](/v1/docs/orders-omnisearch)
- [Modifying In-Flight (Submitted) Transactions](/v1/docs/modifying-in-flight-submitted-transactions)
- [Restricting Actions on Child-level SKUs](/v1/docs/restricting-actions-on-child-level-skus)