Siebel Order Management Guide Addendum for Industry Applications > Employee Use of Order Management >
Disconnecting an Installed Service Asset (End User)
Employee end users can use the procedure below to create a quote that discontinues an existing customer service.
NOTE: When you use this procedure, the account type determines whether a quote or order is created. If the account type is Residential, quotes are not created and all modifications of the service profile create an order directly. For all other account types, a quote is created.
To disconnect a service item
- Navigate to the Accounts screen, and in the Account list, drill down on the account name hyperlink.
The Customer Portal view appears.
- In Service Items or Billing Items, select the service item you want to disconnect, and click Disconnect.
The Quotes form appears. The Line Items list shows the items that will be disconnected.
- Verify that the service items you want to disconnect display an action code of Delete.
- Convert the quote to an order and submit it. For more information, see Converting Quotes to Orders (End User).