Edit Draft Order Items

Order items on a Draft order may need additional configuration or changes to the configuration. The list of order items includes a configuration icon in the Action column that indicates if additional configuration is needed. The configuration icon appears as either or . The different icons indicate whether or not configurations are required:

— All required configuration is complete. You can change or view configurations.
— One or more required configurations need to be completed. The order will not be processed until required configuration is completed.

To add or remove order items, refer to Add Order Items to Draft Order and Delete Draft Order Items.

Complete the following steps to edit the configuration of a draft order item:

If you know the order number, click Orders in the left pane. Use the Search field to find and select an order. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Orders tab to view a list of created orders.

Orders Tab
On the Orders window, complete one of the following steps:
1. For the Draft order you wish to edit, click the ellipsis icon in the Actions column, and then select Edit Order.
  
  Orders Window - Edit Order Option
2. OR, select the Draft order you wish to edit to view the Order detail window.
  
  The information section can be collapsed or expanded by clicking the or icons, respectively.
  
  Draft Order Detail Window
  
  NOTE: If you use the Avalara Communications Tax processor, your Order Items section will include the tax mode for both recurring and one-time prices in the Recurring Tax Mode and One-Time Tax Mode columns, respectively.
  
  Order Items Section - Avalara Communications Tax Processor
Locate the order item to configure and hover over the icon to view available configuration options for the order item.

Order items with remaining required fields will display the icon.

Edit Draft Order Options
Select the configuration area to edit from the menu. Configuration areas that require completion are in red (example below).

Order Items with Required Configuration
Complete the required and relevant information for the available configuration areas:

The configuration areas displayed and the optional and required fields of an order item are defined by the type of product and the way the product is set up in the product catalog.
- Recurring Price Configuration — Complete the recurring price configuration of the order item.
- One-Time Price Configuration — Complete the one-time price configuration and scheduled charges of the order item.
- Agreement Configuration — Select an agreement and define the agreement details. Agreements are created and managed in the Products application’s Agreements Module module and can be viewed in the Product Catalog application’s Agreements Module module.
- Address Configuration — Enter the service address for the order item.
- Approval Operation Configuration — Configure Auto-Approval date for the Service. An Approval Operation is enabled on a product in the Products application. Refer to Product Actions.
- Discount Configuration — Enter a discount code for the order item. Discounts and discount codes are created in the Discounts Module of the Products application.
- First Period End Date Configuration — Enter a different end date for the first service period.
- Parent Service Configuration — Select the parent service for the order item. Product relationships are configured in either the Product Catalog application (refer to Product Relationships) or the Products application (refer to Add Related Products).
- Product Custom Fields Configuration — Enter additional information in custom fields that were created for the product. Custom fields are created in the Setup application’s Custom Fields module. Refer to Custom Fields Module for more information on working with custom fields.
- Quantity Configuration — Edit the quantity for the order item.
- Service Resources Configuration — Select or create a service resource for the order item as a way to identify the service for usage. Service Resource Categories are created and managed in the Resources application. Refer to Service Resource Categories Module for more information.
- Short Description Configuration — Enter or overwrite the short description of the order item.
- Trial Period Configuration — Enter the number of days for a trial period. Refer to the Product Trials Knowledge Base article for more information about trials.
- Usage Rules Configuration— Configure usage rules for the order item.
Click Configure in the option’s configuration window to save your changes to the order item configuration.
When all required order item configuration is complete, click Review & Confirm button to return to the Confirm Order window. Click Confirm Order button to confirm and place the order. Also refer to Confirm Draft Order for additional information.

Confirm Order Window

Topic updated: 02/2024.