1. Order Management Guide
  2. Workflows for Contact-Based Asset-Based Ordering

Workflows for Contact-Based Asset-Based Ordering

In addition to basing orders on accounts, users can base orders on contacts when they use asset-based ordering. In addition to the service profile (which lists assets) being associated with the account and a number of the ordering processes being initiated from the Account Summary View, the service profile can be associated with a contact, and the same ordering processes can be initiated from Contact Summary View, with the order placed for a contact rather than for an account.

The following workflows support contact-based asset-based ordering:

  • SIS OM Active Order Sub-Process - Contact

  • SIS OM Active Quote Sub-Process - Contact

  • SIS OM Disconnect Asset Sub-process - Contact

  • SIS OM Disconnect Products & Services Process - Contact

  • SIS OM Edit Complex Asset Workflow - Contact

  • SIS OM Modify Products & Services Process - Contact

  • SIS OM New Products & Services Process - Contact

  • SIS OM Suspend / Resume Asset Sub-Process - Contact

  • SIS OM Suspend / Resume Products & Services Process - Contact

These workflows work in the same way as the equivalent workflows used for account-based asset-based ordering, which are covered earlier in this chapter.