Searching Reservations

The IDI platform provides lets you search for service number reservations.

To search for a service number reservation:

1. Click Applications > Inventory Management > Reservation Search. This displays the Reservation Search window.

2. Enter the search criteria as described below:

   Search Results Type	Search for Reservation or Reservation Detail. Default = Reservation.
   Reservation Status	Status of the reservation.
   Reservation Detail Status	Detailed status of the reservation. Note This is only available when the selected Search Results Type is Reservation Detail.
   Reservation ID	Limits the search to reservations made under this reservation identification number.
   Account Number	The account number of the existing customer or prospect.
   Inventory Item	If the item resides in a service number inventory, this is a service number. If the item resides in a MIN Inventory, this is a MIN. Note This is only available when the selected Search Results Type is Reservation Detail.
   First / Last Name	First and last name of the subscriber associated with the account.
   Company Name	Name of the company associated with the account.
   Street 1	Street address of the individual or company listed as the subscriber for this account.
   Street 2	Available for additional address information, if needed.
   City / State / Zip	Name of the city, state, and the postal zip code of where the individual or company address is located. If the invoice is to be sent to different city, enter the correct information.
   Country	Country of the individual or company address.
   Phone Number	Searches for the contact's phone number. Note The phone number must be in the same format as it was originally entered into the system. Ex: If a number was originally entered as "(123)456-7890", searching for "1234567890" will not find the reservation.
   E-mail	Searches for the contact's e-mail address.
   Inventory	Name of the inventory. Displayed as a multi-column checked list so that the inventory class is included for informational purposes. Note This is only available when the selected Search Results Type is Reservation Detail.
   Inventory Class	Type of Inventory - service number, MIN, or OSP (outside plant). Note This is only available when the selected Search Results Type is Reservation Detail.
   Reserved Date From/To	Limits the search to reservations made within the date range that you enter. Note This is only available when the selected Search Results Type is Reservation Detail.
   Expiration Date From/To	Available Date of the item. If searching for Reservations, this is the Final Expiration Date.

3. Click Search to search for reservations that match the specified search criteria.

   If you selected Reservation as the Search Results Type, the search results are displayed in the Reservation Search Results window.

   

   From the Reservation Search Results window, you can perform the following functions:

   • View a reservation's details by double-clicking on the reservation or right-clicking on the reservation and selecting View Details. This displays the Reservation Details window (see Viewing Details).

   • If a reservation is in-progress (Status is In-Progress) and not assigned to a customer (Account Number is blank), you can edit the contact information for a reservation by right-clicking on it and selecting Edit. This displays the Edit Reservation window (see Editing a Reservation).

   • If a reservation is assigned to a customer (Account Number is not blank), you can view the account information for that customer by right-clicking on the reservation and selecting View Customer. This displays the Customer # window (see Viewing Customers).

   • Cancel a reservation by right-clicking on the desired reservation and selecting Cancel Reservation (see Canceling Reservations).

   • Create a new customer, by right-clicking on the desired reservation and selecting Create New Customer. This launches the New Customer Wizard and displays the Order Information window (see Creating New Customers).

   • Cancel all reservations that are currently displayed in the Reservation Search Results window by clicking the Actions button and selecting Bulk Cancel Reservations (see Bulk Canceling Reservations).

   If you selected Reservation Details as the Search Results Type, the search results are displayed in the Reservation Details Search Results window.

   

   From the Reservation Detail Search Results window, you can perform the following functions:

   • Cancel a reservation's details by right-clicking on the desired reservation and selecting Cancel Detail. This displays the following confirmation window. Click Yes to cancel the reservation details. This changes the Details Status to Canceled in the Reservations Detail Search Results window.

     

   • Edit the service number assigned to a reservation by right-clicking on the desired reservation and selecting Edit Service Number. This displays the Edit Inventoried Service Number window (see Editing an Inventoried Service Number).

   • If a reservation is assigned to a customer (Account Number is not blank), you can view the account information for that customer by right-clicking on the reservation and selecting View Customer. This display the Customer # window (see Viewing Customers).