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

Orders Tab

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The Orders tab provides a central point of reference for all IDI platform orders and transactions. The tab is divided into two main areas. The upper pane lists all orders for the customer with each row representing a root order and all its related orders. Detailed information for an order selected in this area is available in a series of tabs in the lower pane.

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The number of orders displayed is based on the number of months your company has decided to display. You can override this default setting by entering a date range in the Entry Date From and To fields and clicking Refresh.

Tab

Description

Links

Main (Upper) Pane

Each row provides basic information regarding a root order and its respective sub (related) orders. Context (right-click) menu provides commands for managing orders. Selecting an order in this section populates the tabs in the lower pane with the applicable information for that order.

Column Information

Commands

Order Info

Provides more detailed information for the selected order including hold date and reason if applicable, shipment tracking number and billing/tendering information.

Column Information

Commands - None

Services

Lists the services affected by the selected root order and any related orders.

Column Information

Commands

Features

Lists features added or removed as part of the selected order and any related orders.

Column Information

Commands

Retail

Lists retail products added or removed as part of the selected order and any related orders.

Column Information

Commands

Tax/Tender

Tender section lists tender collected for the selected root level order, and Taxes section lists taxes recorded. The Show Use Tax check box is unchecked by default. Checking this option causes use taxes to be included in the list of taxes.

Column Information

Commands - None

Errors

Lists errors for the selected root order and any related orders.

Column Information

Commands - None

Attributes

Lists Attributes associated with the order, if applicable.

Column Information - Attributes

Commands - None

Provisioning

Lists any Provisioning orders associated with this order.

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Column Information

Commands - None