Working with Billing Orders

Here's a quick explanation of Orders and Billing Orders in the Orders web module. An Order is what you create, edit and manage in the Orders web module to add/disconnect/modify Services and Features on an account. A Billing Order is what actually updates the Services and Features on the customer account in CostGuard such that the account can be billed accordingly.

After you submit an Order in the Orders web module, there are steps to be completed before the Order can be transitioned to a Billing Order to update the account. For Wireless providers, this may be as simple as running the applicable provisioning commands after the Order is submitted. Wireline providers generally require a more involved process that may include manual steps, such as installing equipment. In either case, whether the process is complex or relatively simple, once all the steps are completed, the Workflow Billing Status Update Action is run to create the Billing Order.

Prior to running this action, you can use the Orders web module to edit, submit, place on-hold, resume, or cancel an Order, depending on . After running this action, the Order Status is set to Complete. At that point, when the Order becomes a Billing Order, you can no longer manage the Order via the Orders web module. However, you can view the Billing Order via the Orders web module OmniSearch.

Note

Orders submitted via CostGuard Client Order wizard or POS are essentially Billing Orders, although this term is not used in the CostGuard Client. There is no step to convert Orders to Billing Orders. However, Orders that are submitted via the Orders web module, and then converted to Billing Orders are viewable via the CostGuard Client.

The Services tab provides a Billing Order ID per service as well as other view only Service Number information. Clicking a Service Number hyperlink opens the Service Detail page in Customer Care. Care is opened in a new tab so you can easily navigate back to Orders.

The Features tab provides view only information related to Features on the Order as applicable.

This tab provides view only information related to Retail equipment in the Order.

This tab provides view only information.

This tab provides view only information.

This tab provides order line item information in an expandable/collapsible tree view on the left with details for the selected order line item on the right.

This tab lists related Billing Orders if any. Any order generated from another order creates a Related Order relationship. Examples of Related Orders include Move Service orders, Fulfillment orders and Split Billing orders.The presentation of Billing Orders in both Customer Care and Orders roll up all related order information to the root order,

The statuses of related orders, when applicable, are rolled up to the root order. As only one status can be displayed at a time, the displayed order status is calculated using the root order as the starting point and working down through related children as follows:

• If any related order is incomplete, that status takes precedence over all other statuses. In the case of multiple incompleted statuses, the first encountered is taken.

• f there are multiple non- complete, non-canceled statuses at the same level, CostGuard will use the following priority:

  • Incomplete

  • OnHold

  • InProcess

  • Submitted

  • Assembling

  • Completed

  • Canceled

• Otherwise the logic will default to the top-level status.