Order - Package Confirmation
The Package Confirmation page allows you to check the package you selected before the V is created / updated for the customer. This page opens when you select a package from the eligibility tree on Order - Questions & Misc Fields.
Description of Page
Order contains a concatenation of basic information about the order. Order ID is the system-assigned unique identifier of the order. These values only appear after the order is added to the database.
Campaign contains basic information about the order's campaign.
Package contains basic information about the package.
Person is the name of the customer.
Account is the name of the customer and their customer class.
Start Date contains the date on which the contract's created by the order will be started.
The Questions & Misc Fields grid contains the questions and miscellaneous fields that appeared on the order. Note well, it is possible to design a campaign and a package where some fields are optional on the campaign but required for a specific package. The Response of all required fields for the selected package are prefixed with an asterisk. Refer to Order - Questions & Misc Fields for information about the rows in this grid.
The Instructions grid contains package-specific suggestions. These instructions are defined on the package.
The Messages grid contains system-generated messages that summarize what will happen if you press the Complete button.
Press the Complete Order button if you are satisfied with the information on the order. Otherwise, press Do Not Use this Package to change or cancel the order.