Luokat: Kaikki - review - update - order - billing

jonka Nik Pais 15 vuotta sitten

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CRM order processing For DBU Order

The process involves detailed steps to manage and update orders, particularly for existing clients using the RWS Platform. Initially, the order's accuracy is confirmed, and its status is updated to reflect its progression.

CRM order processing For DBU Order

Order Processing Existing client

Complete

Asset
bill date & bill release
SIP
AKR, uers, correct bill date & bill released

Change (billing) Status - pending bill release

Release to billing

OLI - perm status = complete

Review -Dashboard

For TFA

Permissioning / Install

TFA - tech
TOM
SPM

Submit

Perm Activity
User ID is created
Order Number / transfer to compass

Add any applicable OLI's (admin) last minute

any attachment
Update Notes for - Permissioning team / technical team
Perm system
Permssion Date
Update bill date
User Name
AKR
Device type PLI which is specific to infrastructure (RWS_DBU)
SPM Permissioning PLI (MK3IDNKU / PD)
RDU Software PLI (DV-RDUSVR)
DBU Server PLI for ILA creation (DV-DBUSVR)

Update Status

SLA start
confirmed that the order is correct and sales will understand order is in progression
Assigned to accepted

Drill into order and check the information

Reason Codes
Perm Date
Notes - special instructions
Signed Order Form ($$$$) vs OLI)
Approvals
Spec Pricing - term
bill date
Sub #
PLI

Review Dashboard

DBU Order for RWS Platform