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Assign an Inventoried Service

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To assign an inventoried service:

  1. Right-click on the desired service and select Assign. This displays the New Service window.

    NewInventoriedService

    The New Service window for inventoried services functions the same as the New Service window for non-inventoried services, with following exceptions:

    • For non-inventoried services, enter the desired service number directly into the Service Number field. For inventoried services, use the selector button to the right of the Service Number field to assign a service number to this service.

    • If you are adding an inventoried wireless service, the MIN field cannot be modified. After selecting a service number, the system automatically populates the MIN field with next available MIN in inventory.

      • If you are adding an inventoried service, an Actions button is provided that enables you to modify the displayed service number and/or MIN. This Actions button only appears if one or both of the following permissions are enabled in your Permission Profile:

        • Application > CostGuard Client > Inventory Management > Service Number Inventory > Service Numbers

        • Wireless service only - Application > CostGuard Client > Inventory Management > MIN Inventory > MINs

    If you specified a Quantity of more than 1 in the Add Services window, the Service Number field and selector button options are disabled. The system automatically adds the next available service numbers in the specified inventory group to the customer's order when you click Save.

  2. If you specified a Quantity of 1 in the Add Services window, you can assign a service number from inventory by clicking the Service Number selector button:

    • If you want to assign the next available service number, select Get Available Service Number. See Get Available Service Number for additional information.

    • If you want to choose which service number to pull from inventory, select Choose Available Service Number. See Choose Available Service Number for additional information.

    • If you want to assign a service number that is not in inventory and subsequently add that service number to the inventory assigned to this service, select Add New Service Number To Inventory. See Add New Service Number To Inventory for additional information.

      Note

      The Add New Service Number To Inventory option is only provided if the "Allow Additions to Inventory" option is selected for this inventory (see Service Number Inventories) AND Application > CostGuard Client > Inventory Management > Service Number Inventory > Service Numbers > New is enabled in your Permission Profile.

    • If you want to assign a temporary service number, select Use Temporary Service Numbers. The Service Number field is populated with a temporary service number - "XXXXXXXXXX".

      Note

      The Use Temporary Service Numbers option is only provided if you are adding a non-wireless service AND that service allows temporary service numbers. The Allow Temporary Service Numbers check box must be selected for this service in the Product Catalog.

    • If you want to assign a service number that is not in inventory and subsequently add that service number to the inventory as a ported-in number, select Create Ported-In Service Number. See Create Ported-In Service Number for additional information.

      Note

      If you do not assign a service number and click Save, the system "fast assigns" a service number from inventory. See Fast Assign an Inventoried Service for additional information.

    If you are adding an inventoried wireless service(s), the system automatically populates the MIN(s) with next available MIN(s) in inventory.

  3. On each tab in the New Service window, enter any additional information that pertains to this service. See Assigning/Editing a Service - Main Tab, Assigning/Editing a Service - Contact Information Tab, Assigning/Editing a Service - Service Addresses Tab, Assigning/Editing a Service - Tax Information Tab, Assigning/Editing a Service - E911 Information Tab, and Assigning/Editing a Service - Port Requests tab for a detailed description of the input fields provided in each tab in the New Service window.

    The New Service window provides an Actions button for inventoried services that enables you to perform the following functions:

    • If you want to edit the information associated with the displayed service number, click the Actions button and select Edit Inventoried Service Number. The Edit Inventoried Service Number window is displayed. See Editing an Inventoried Service Number for more information.

      Notes:

      • The Edit Inventoried Service Number option is only provided if Application > CostGuard Client > Inventory Management > Service Number Inventory > Service Numbers > Edit is enabled in your Permission Profile. Otherwise, a View Inventoried Service Number option is provided.

      • The Edit/View Inventoried Service Number options are only enabled if a service number has been selected for this service and the displayed service number is actually in inventory. If the service was assigned a service number via the Add New Service Number To Inventory option described above, this option is disabled for the service until the order is submitted and the displayed service number is added to inventory.

    • If you are adding an inventoried wireless service and you want to edit the information associated with the displayed MIN, click the Actions button and select Edit Inventoried MIN. The Edit Inventoried MIN window is displayed. See Editing an Inventoried MIN for more information.

      Notes:

      • The Edit Inventoried MIN option is only provided, if Application > CostGuard Client > Inventory Management > MIN Inventory > MINs > Edit is enabled in your Permission Profile. Otherwise, a View Inventoried MIN option is provided.

      • The Edit/View Inventoried MIN options are only enabled, if the displayed MIN is in inventory.

  4. Click Save to add the service(s) to the customer's order:

    • If you did not assign a service number or you specified a Quantity in the Add Services window that is greater than 1, the system "fast assigns" a service number from inventory. See Fast Assign an Inventoried Service for additional information.

    • The New Service window is closed and the new services are displayed in the Orders portion of the Add Services window.