Order Field Definitions

An order can be used to add New Services to an account or to Update (Move Add Change Disconnect) existing account services. Note: Depending upon the client TBS setup, an Order may be required to Add and/or Edit product and charge information.

Field	Definition	Notes
Order ID –	order number
Account #	automatically populates with the account number on the Customer Information screen
Name	automatically populates with the name on the account on Customer Information screen
Contact Name	contact name for the order	This is the contact name for the order, not the contact name on the accoun
Action	select an Action from the drop-down list - the actions that appear in the drop-down list will vary as the Status of the account changes	The options in this drop-down list are determined by the order work flow which can be maintained by using the Status Actions maintenance tool
Assigned to	the user who is responsible for processing the order All Orders assigned to a user will show on the Main TBS home screen within the Assigned Orders grid.	It is possible to assign a different user to each status of the order This drop-down list is populated with users who have Orders checked on the Users screen of the Admin tool
Manager/Owner	The user who is responsible for managing the order throughout the life cycle. Can be used as a method for tracking order statuses easily if not the assigned to. All Orders belonging to a user will show on the Main TBS home screen within the Order Watch List grid.
Order Classification	New Service - Products may only be added MACD (Move Add Change Disconnect) - Existing products may be changed and/or new products may be added
Status	status of the order which appears is a result of the action chosen from the Action drop-down list Standard order statuses include Received, Assigned, Credit Review, In Progress, Rejected, Canceled, On Hold and Completed	This is the status of the order, not the status of the account
Goal Due	The goal due date that the Order tasks for this status should be completed. a.k.a Service Level Agreement date.	Calculated field driven by the Goal Hours and Goal Type setup for current the Order Status within the Status / Workflow Action tool.
Order Type	high-level type of the order	The options which appear in this drop-down list vary depending on whether the order is New Service or MACD The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name = Orders List Name = OrderTypeNew or OrderTypeMACD
Service Order Fee	Informational field to designate to the Order Processing personnel that a fee should be added to the account. This is a manual process.	The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name = Orders List Name = ServiceOrderFee
Order Description	detailed description of the order	The options which appear in this drop-down list vary depending on whether the order is New Service or MACD The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name = Orders List Name = DescriptionTypeNew or DescriptionTypeMACD
Order Description	automatically populates when an option is chosen from the OrderDescription drop-down list to the left	Order descriptions may be also be manually entered
Customer Requested Due Date:	Informational date field to track specific dates of delivery desired by the Customer. Informational only and can be used in reporting.
Order Summary	additional instructions and comments about the order
Reject Reason	reason the order was rejected	The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name = Orders List Name = RejectReason
Carrier	Information only. Can be used in reporting. Carrier for the Order	Carrier values can be maintained via the Carriers Maintenance tool available from Utilities - System Administration - Provisioning - Carriers menu.
Previous Local Carrier	customer’s most recent local service provider
LOA Date	date the customer signed the contract for products on the order
Special Case	this drop-down list allows a client to classify orders by varying degrees of urgency and importance Each selection in the list will cause the order to appear in a different color in the Order Tree to distinguish it from typical orders which appear in black A Special Cases Legend will be added to the Orders tab of the Customer Information screen along with a Special Case column added to the Orders grid; this legend will also appear to the left of the Order Processing screen The following example illustrates how this feature may be used Special Cases w/o a given color highlighted in: Purple Important highlighted in: Gray Expedited and Escalated highlighted in: Blue Escalate highlighted in: Green	The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name = Orders List Name = Expedite To assign a color to a drop-down list option Screen Name – OrderTree List Name – ExpediteColor
Notification Email	email addresses notified when the order status is changed to Received or Completed status	Multiple emails should be separated by either “;” or “,”
Previous LD Carrier	customer’s most recent long distance service provider
Marketing Method	used to track marketing programs associated with an order	The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name = Orders List Name = MarketingMethod
Estimated Revenue	Currency field that can be used to track the estimated revenue increase (or decrease) associated with the current order. This field is informational only, but can be used in reporting if desired.
TPV Status Link	Clicking the TPV Status link opens the Third Party Verification Log Viewer which lists all of the status changes for the order
TPV Status	third party verification status TPV Pending The third party company received the order, but no official TPV status has been returned to the client TPV Approved The order passed third party verification and a status of “approved” or "passed" was received by the client. TPV Failed The order was processed, but the third party verification returned a status of "failed" to the client. TPV Incomplete The order was processed, but the third party company was unable to verify the order with 48 hours.	The options can be maintained by choosing Drop Down Menus from System Administration. Screen Name - Orders List Name - TPVStatus
TPV Status Date	date the order changed to its current status