Pathway: Accounts > Order Processing
The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adjustments to be made to start dates and rates before the services begin, ensuring all necessary modifications are addressed in advance.
Permissions
The following permissions are required to view and use the Order Processing screen:
| Permission ID | Permission Name |
| 62 | Order Processing |
| 256 | Edit Order Processing Start Date |
| 330 | Edit Order Processing Rates |
Tab: New Customer/Site
In order for a new account or site to be categorized under the "New Customer/Site" tab, two conditions must be met: first, the order form or contract must be approved and sold, and second, the account status must be designated as "Prospect." From this screen, users can review the new customers and sites and access their account by clicking on the account's name.
Select the expand icon associated with each site to review its information. If a contract exists, it will display as a hyperlink selection option under 'Contract Start Date'.
In the image above, a new site was added that includes a signed service agreement. Selecting the site name will open the customer service screen for the site. Selecting the agreement will open the service agreement.
Tab: Service Changes
The Service Changes tab displays new customers and sites, requiring a user to review all incoming services before they can be posted.
In the image above, a new site was added and the details of the service are displayed.
Editable Fields
Hold or Post a Service Change
Tab: Online On-Call Orders
The "Online On-Call Orders" tab displays sites that have requested an on-call order via the Account Portal. Sites can only submit on-call order requests through the portal if the "Enable On Call Orders" field is set to "Yes" in the Account Class settings.
