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Home > Aria Crescendo Documentation > Account Management > Orders > Create an Order

Create an Order

Table of contents
This article applies to:Aria Crescendo

Overview

You can create a new order from the Orders screen of an account by following the steps below.

Creating an Order

Getting Here: Click Accounts > search for an account > Statements & Invoices > Orders tab

  1. Click the Create an Order link.
  2. Select the Master Plan Instance under which the order should be created from the Master Plan Instance Used for Billing drop-down.

If there is only one Master Plan Instance on the account, this drop-down is automatically populated with that Master Plan Instance.

Note: The Master Plan Instance associated to the order must have an active billing group to be eligible for placing an order.

  1. Enter the number of each item to be ordered in the Quantity field.
  2. If applicable, enter the price of each item that you want to sell to the customer at a different price in the Unit Price field.

Note: You can only change the price of an item if the item was set up with the option that allows CSRs to change the price and if you have the applicable user access.

  1. Enter any comments about the specific item in the Line Comments field.

Note: These comments are exposed to customers.

  1. Enter any applicable CSR Comments about the order, which are for internal use only and are not exposed to customers.
  2. If applicable, make a selection from the Alternate Statement Template drop-down.

The default value for this field is Use account default template. If you do not make a selection, the default template is used.

Note: This selection only applies to this order and is only applicable if the order is invoiced immediately.

  1. If applicable, enter your company's order ID number in the Client Order ID field to identify the order in your systems.
  2. Enter a description in the Statement Message field.

Information entered here is available for display on the statement. Customers see this information on any statements configured to use a statement template that displays this field.

create a new orderv2.png

  1. Click Create Order.

A confirmation screen displays.

order confirmationv2.png

  1. Review the order details.

Note: If any information is incorrect, you can edit the order details by clicking the Edit Order button in the bottom left corner.

At the top of the screen, information about your company's selections for the following system settings displays:

  • Auto-Collect On Order Invoicing
    If the following conditions are met, then Aria automatically collects a payment from the customer:
    • This option is set to True.
    • You select Yes, immediately produce an invoice on this account for this order below.
    • The customer uses an electronic form of payment.
  • Auto-Void Order On Electronic Collection Failure

If the following conditions are met, then Aria automatically voids the invoice for the order and cancels the order:

  • This option is set to True.
  • The Auto Collect on Order Invoicing client parameter is set to True.
  • The collection attempt fails.
  • Auto-Send Statement On Order Invoicing

If the following conditions are met, then Aria automatically includes the invoice on a statement, then sends the statement to the customer:

  • This option is set to True.
  • You select Yes, immediately produce an invoice on this account for this order below.
  1. Select one of the following from the Invoice Immediately? field:
  • Use system default
    The system default first looks at the Auto Bill Orders setting at the payment method level. If this is set to True, then that value is used. Otherwise, the value defined at the client-level invoice parameter is used.
  • Yes, immediately produce an invoice on this account for this order
    Depending on your system settings, Aria immediately collects a payment from the customer for the order, sends a statement containing the order to the customer, or cancels the order if the attempt to collect the payment fails.

  • No
    The order is included on the invoice generated on the customer's next billing date.
  1. Choose the date that the order was fulfilled (or that the service was delivered) from the Order Fulfilled Date field.

This date cannot be earlier than the current date when creating a new order. If an existing order is being updated, this date cannot be earlier than the date that the order was created.

  1. Click Create Order.

The customer is billed for the order immediately or on the next billing date, depending on your selection and your system settings.

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Last modified
20:16, 20 Jul 2015

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