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Modifying In-Flight (Submitted) Transactions

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You can edit and update transaction that are In Process and Submitted, similar to how you can edit and update Assembling transactions. Prior to the Workflow Billing System Update completing, you can add and remove services and subservices, edit services and features, manipulate quantities in a transaction and add and remove features. This requires you to first pause the transaction and place the related Workflow on hold.

Note

Once the Workflow moves past the Billing System Update task, the transaction will no longer be editable.

Permissions

Pausing a submitted transaction and placing the Workflow on hold requires Allow Pause and Resume permission.

Pausing & Resuming Transaction & Workflow

When a transaction is InProcess and submitted the Pause function is available via the bank of action icons in the top right corner of the Summary page. Note: This is the same icon used to put a transaction On Hold when in Assembling state. When in the Pause mode, this icon both pauses the transaction and places the related Workflow on hold.

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The Pause function is only available when the following conditions are met:

  • After the transaction has been submitted

  • The transaction state is InProcess

  • Billing System Update has not completed

    Clicking Pause displays a confirmation dialog.where you need to select a Change Reason. Adding notes is optional.

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    On clicking OK to commit the changes, a successfully paused Order and Workflow on hold will display the following:

  • A pop-up message confirming the transaction was paused successfully

  • A pop-up message confirming the Workflow was placed on hold

  • A RESUME button that lets you resume both the workflow and the transaction

  • Paused State

  • Workflow On Hold

    Note

    You cannot directly cancel a transaction in this Paused state. To cancel you must first resume the transaction.

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Transaction fails to Pause Scenario

Loss of network connectivity may cause a rare scenario where you choose to Pause and the Workflow is successfully placed on hold, but the transaction is not paused. In this case you can take one of three actions:

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  • Retry pausing the transaction

  • Undo (Resume) the hold on the Workflow

  • Cancel the dialog and do not retry pausing the transaction. Leave the Workflow on hold

Modifying In-flight Transactions

Once the transaction is Paused, you can go to the Details page and perform the same actions on the transaction that you were able to perform before the transaction was submitted.

  • Add and remove services and subservices

  • Add and remove features

  • Edit services and features

  • Manipulate feature quantities

Resuming In-flight Transactions

Clicking RESUME displays a confirmation dialog that lets you resume both the paused transaction and the on hold Workflow.