Order Item Configuration

When a product is added to an order as an order item, you will be able to configure certain aspects of the product, such as price, usage rules, or scheduled charges. The product’s initial configuration is inherited from the way the product was set up in the product catalog (in either the Product Catalog or Products application). Some products will require additional configuration at the time of order. Some configuration is optional but can provide important information about the order item and resulting service.

A few order item configuration fields can be completed when creating a new order, but the majority of configuration fields must be completed after the order has been saved with Draft status (refer to Create an Order). You can configure an order item either of the following ways:

• Edit an existing order item on a Draft order.

• Add a new order item to a Draft order and then configure the order item.

Refer to the linked topics for additional information about the different configurations that are available when configuring an order item:

• Recurring Price Configuration — The price definition, price pro-ration, and price tier configuration of a recurring price.

• One-Time Price Configuration — The price definition, price tier configuration, and (for a one-time price) scheduled charges, if required.

• Agreement Configuration — An agreement contains the terms for which you offer a product to your customers.

• Address Configuration — The service address for the order item.

• Approval Operation Configuration — Configure Auto-Approval Date for the Service.

• Discount Configuration — A discount code for the order item.

• First Period End Date Configuration — If a product is configured to allow an override of the date, you can change the end date of the first service period to align with the service period end date of an existing service.

• Parent Service Configuration — Select the parent service for the order item.

• Product Custom Fields Configuration — Complete any the custom fields for the order.

• Quantity Configuration — A value to edit the quantity for the order item.

• Service Resources Configuration — Sets the item's ID to use as an identifier for the service as a way to identify the service for usage.

• Short Description Configuration — Additional information about the product.

• Trial Period Configuration — Enter the number of days for a trial period.

• Usage Rules Configuration — Evaluates usage events based on the determined allowance and rate.