For service providers using the new Provisioning web application, the bulk update capability lets them update provisioning properties on an order efficiently and accurately, reducing service delivery timeframes and improving revenue recognition. The functionality can help on smaller orders with numerous provisioning properties or large enterprise orders with hundreds of services. Bulk update capability can save considerable time and help reduce order entry mistakes. There are two methods for bulk updating provisioning properties:
In the Orders web module, the Order Details page provides bulk updating capability during order assembly.
The Bulk Data module supports a new CSV file specification for bulk updating provisioning properties.
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The Orders module also supports exporting and importing CSV files as a file-based bulk update method during order assembly. You can export order details items, update the provisioning property values in excel, and import the CSV file to update the properties.
This topic describes bulk updating provisioning properties (either manually or file-based) during order assembly. Managing the CSV file for use via the Bulk Data module is covered in Bulk Import Provisioning Properties File Specification in the IDI Knowledge Center..
The Order Details page has a new icon to Update Provisioning Properties in Bulk.
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Clicking this icon pauses the order and displays the Filter Order Items page as the starting point for updating provisioning properties. This page lets you create a filtered list of order items with provisionable objects and then proceed to update the values in bulk, or import/export CSV files. The manual update steps are listed across the top of the page.
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Filtering
Use the Filter Order Items page to create a subset of provisioning properties to update, or you can work with the complete set of properties on the order. Whether your team is only responsible for updating a subset of values, or you are looking to exclude previously updated properties, the filter page is a great way to limit the values available for update. The filter selections apply whether you are performing updates via the new Update Properties Page or the file-based export/import method. To create a filtered list of items, select (check) the items you want to include in the list. Items are organized by:
Service Type – Type of service (e.g. IP Voice, DSL, Wireless)
Code - The SKU-like description assigned to the provisionable object during configuration.
Service Action – Action to be performed on the service (e.g. Add or Disconnect)
Service Group – Means of classifying different services
If applicable, two additional filter options will be available. The filters will only appear if there are order line items that match the scenario:
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Included Locked Items - Refers to items already processed by the Billing System Update workflow action, meaning they exist in the IDI platform for billing purposes.
Include Account Level Items – Provisionable objects assigned to the account level.
The number of properties on each item is indicated in parentheses. Choosing to Include locked or account-level items will alter the values in parentheses as more items’ properties are being included for updates.
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Not checking any items is the same as selecting ALL items (no filtering).
After the filtering criteria have been selected you have two options for updating provisioning properties:
To use the Update Provisioning Properties page, click Filter.
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Then follow the steps provided in Using the Update Provisioning Properties Page..
To create a filtered (or unfiltered) export file, choose Export to CSV from the Import or Export File drop-down menu.
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Then follow the steps provided in Using Import/Export During Order Assembly.