Order Configuration

When you create an order you might have to configure some features for products on the order. The order cannot be completed until the required configurations have been made. For more information on processing an order, see Orders.

How Do You Access Order Configurations?

When you click the gear icon next to the line item, you are shown which configurations are required and which ones are optional.

The gear icon shows the following:

Configuration items need to be entered to process the order.
Configuration items have been entered correctly.
Configuration items have not been entered or have been entered incorrectly. The order cannot be processed until this is addressed.

What Happens After You Configure an Order?

When the configuration is completed a green check mark appears next to it. If the configuration has not been completed there is a red exclamation mark.

Here is an example work-flow of the order configuration process:


The Agreement contains the terms through which you offer the product to your customers, including the length of time for commitment, the transitional event at the end of the commitment, and any penalties for early termination from the commitment. Agreements are configured when the product is created. Choose from the available Agreements.

Short Description

The Short Description includes additional information about the product as needed. This description can be changed during the order process. Enter the Short Description in the text box.


This is the address for the individual service, primarily for taxation purposes. Use the address where the service is consumed. Enter the address information.

Parent Service

Parent Services sets a relationship between any add-on products that were sold in conjunction with the parent subscription. Choose from the available add-on parent services.

Scheduled Charges

Scheduled charges include a charge description, charge date, and charge amount. Multiple scheduled charges can be added as needed. You can schedule a negative amount.Enter the Description, Date, and Amount. Click Add Schedule Charge to add another charge as needed. The total of all scheduled charges must equal the total charge amount for the product. Enter the schedule charges. To delete a scheduled charges, click the X.

Trial Period

You can include a trial period by putting a check mark in the box labeled Trial and entering the number of days trial period. Then when the product is included in a customer's order, the customer has the product free for the defined number of days. At the end of the trial period, the product converts to the purchase price. Trial period is not available for an add-on or one-time product.

Note: If the product is set up with a default trial period that can be overwritten, you can do that here. Otherwise, this option is not available. To return to the default trial period, click Revert.

Service Resources

A Service Resources sets the item's ID, which are identifiers associated with the service. Service resources are used to capture usage events so that the account can be billed accordingly. To find a resource begin typing the resource ID. If the resource is not found, you have the option to create the resource ID. A service can have more than one resource up to the maximum number allowed. Start typing a service resource name and your search will narrow the results down. If you are unable to find it, you are presented the option to create a Service Resource. The resource ID is added as you have typed it.

Custom Fields

With custom fields, you can record specific information for your business needs. They are useful when you need to add the additional information about the product such as the license number, expected delivery date, or other notes. After creating a service custom field and adding it to the desired product in UI 1.0 or API 2.0, you can populate this custom field when creating an order.

To use an order item custom field:

  1. On the Create Order page, in the Order Items pane, click the configure icon, then select Custom Fields.
  2. In the Configuration window, on the Custom Fields tab, fill in the predefined custom fields on the selected order item, then click OK.
  3. On the Order Confirmation page, in the Configuration column, review the values added for custom fields, then click Place Order. Alternatively, click Back to return to the Create Order page or click Cancel to discard the order.

    Note: If the Configuration column is not displayed, click Show Configuration to view the details configured on order items. Alternatively, click Hide Configiration to hide order items’ configuration details.

Viewing Order Item Custom Fields

You can view custom field values on the Service detail page of the corresponding one-time or recurring service. To view custom field values:

  1. Navigate to the desired billing account, click the Services tab, then select the necessary one-time or recurring service from the list.
  2. View the specified custom fields in the Service Information section.
    • Custom fields on one-time services:
    • Custom fields on recurring services:

Managing Order Item Custom Fields

After you create an order, you can also manage custom field values available on products that you added to the cart. When editing a service, you can add, edit, and delete associated custom field values. To manage custom field values on a service:

  1. Select to edit a one-time or recurring service.
  2. In the Configuration window, select the Custom Fields tab, then add, modify, or remove desired custom field values according to the field type such as a list, text box, or a check box.

    The screenshot below displays the Configuration window for recurring services. One-time service configuration allows you to manage only Custom Fields and Scheduled Charges tabs.

  3. Select OK to save new custom field values.

Usage Rules

Usage rules are applied to subscription and add-on products to evaluate usage events based on the determined allowance and rate. They detect a condition within a usage event and evaluate whether this condition is met. In other words, the rate is applied only if the consumed usage matches the associated usage rule. They can be added on to an order. The Usage Rules page contains more information about usage rules, including how to configure them on an order.

Note: To view, create, modify, delete, and re-order usage rules, the Rule Override property on a product must be enabled during product creation. It allows for overriding the default rules configured on a product at the time of order.

Note: If the system setting Create Job that Initiates the Gotransverse Rerate Function is set to True, you cannot save or update a usage rule with a recurrence interval greater than 1.