IDI version 26.8 is now available.  Click here for details: IDI Updates.

Adding Service-level Features

Prev Next

Use the Add Service-Level Features window to add features on a service-by-service basis. First, the window lets you add features to services assigned as part of this order. When you finish with this you have the opportunity to assign features to services that were added to this customer during a previous order (if applicable).

Note

The contents and sequence of windows in this part of the wizard will vary if you are using a guided assignment for this order. This section describes how to add service-level features for an unguided order.

The Order section (left pane) lists the line items (features and services) for this order.

The For Services section lists the services in this order. It provides search and browse capability for finding and adding features for a selected service.

  1. Select Most Recent Set or All in this section to specify whether to show the last set of services selected for this order, or all services.

  2. You may also use the Show Sub-Services check box to show or hide sub-services.

    Add Service Level Features screen

    To add a service-level feature:

  3. In the For Services section, check the box for each service where you want to add the feature.

  4. Enter the date this feature will become active in the Start Date field.

  5. Use the search or browse capability to find the feature. The browse method lets you add the item to the list immediately (right-click and select Fast Assign) or lets you display the Detail window (right-click and select Assign.)

    The search method displays the item Detail window. The content varies, depending on the type of item. Refer to the Product Catalog section for details on each type of catalog item. Click Save in the Detail window when you are finished. This returns focus to the Add Service-Level Features window and adds the feature to the Order list.

  6. Click Next. This displays the Select Existing Services window if there are services assigned to this customer from a previous order, or the Order Options window if there are no existing services from a previous order. To add this feature to services from a previous order, continue with the Select Existing Services window as described below; otherwise, go directly to Submitting the Order.

    FigureTightCaption

Select Existing Services

To add features to services assigned to this customer from a previous order:

  1. Select the services where you want to add this feature. You can:

    1. Manually check the boxes for individual services.

    2. Right-click in the Select Existing Services window and select Check or Uncheck All services, Selected Rows, or By Service Type.

    3. For sub-services, select the row and Check or Uncheck By Service Parent.

  2. Click Next. This displays the Order Options window.