IDI Platform Admin Console and Client Setup
Use Data Management in Admin Console to set up the Order Types you'll be creating and managing in the Orders web application.
Each item that can be added to an Order is governed by templates that control, for example, whether a service is eligible for a subservice, how many pricing plans and contracts an account can have, and so on. Use the Product Catalog setup in the IDI Desktop Client to set up the various Services, Features, Contracts, and so on.
Permissions and Roles
Users must be set up with permissions and roles as appropriate to their responsibilities in the Orders application.
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User Roles are assigned in Security. It is the responsibility of the Orders Administrator to configure users with the appropriate roles.
Permissions and Roles
| Global Roles | |||
|---|---|---|---|---|
Orders Admin | Orders Manager | Orders User | Orders Reader | |
Allow Log On | X | X | X | X |
Add Documents | X | X | X | X |
Manage Documents | X | X | X | X |
Manage Orders | X | X | X | |
Manage Customers | X | X | X | |
Allow Bypass Address Validation | X | X | X | |
Allow Browse | X | X | X | |
Service: | X | X | X | |
Feature: | X | X | X | |
Customer: | X | X | X | |
Swap Equipment | X | X | X | |
Bill Payment | X | X | X | |
Return Item | X | X | X | |
Void Transaction | X | X | X | |
Waive Deposit | X | X | X | |
Deposit | X | X | X | |
Manage Customers | X | X | ||
Manage Registers | X | X | ||
Manage Documents | X | X | ||
Manage Provisioning Requests | X | X | ||
Override Charge | X | X | ||
Override Cost | X | X | ||
Show Cost | X | X | ||
Manage Registers | X | X | ||
Skip Required Credit Check | X | X | ||
Allow Direct Invoicing | X | X | ||
Manage Configurations | X | |||
Allow Actions on Protected Items | X | |||
Renew AdvancePay | X | |||
The Orders MANAGE Menu
The MANAGE menu provides access to the following setup functions:
Show Picture
Billing Order Detail Views - This involves:
Enabling/Disabling (hiding) Billing Orders functionality in the Orders application
Customizing the content on the Billing Orders page - enable/disable fields and sections based on your business needs, as well as control the order and label for each property
For details, see Billing Orders Setup.
Global Settings - Used in Billing Orders Setup.
Settings:
General:
Allow Automatic Private Line Tax Allocation
Allow Equipment Exchange When Swapping Equipment
Default Include Installment Plan Balances on Swap Equipment
Direct Invoicing:
Enable and provide Contact/Tax Jurisdiction information (only enable if needed)
Display:
Product Selection Display - Choose whether to view Product SKU, Product Description or both when selecting Products in the Orders web application.
For details, see Settings.
Order Scenarios - This refers to modifying and re-ordering Workflow configurations the system uses to process an order. For details, see Managing Order Scenarios.
Order Field Configuration - Enhanced Order Shortcuts facilitate initiating orders in Customer Care. You can:
Configure a default Order Type and Change Reason based on the Starting Action that you select when initiating an Order in Customer Care (Disconnect Customer, Hotline Service, etc…).
Restrict users from changing the above-configured default behavior based on Starting Actions and User Group.
For details, see Order Field Configuration.