Order Details screens display information about orders in the system.
If you are assigned an Approver role (see Approval Policy Configuration) for your company, you may edit, approve, reject, cancel, or resubmit orders. Approvers may not edit their own orders. Once an order has been edited, it may not be edited again, only approved, cancelled, or rejected.
When an Approver edits an order, all previous approvers must re-approve the order. Example: Approver1 (employee’s manager) approves an order. Approver2 (business unit director) edits the order. Approver1 must approve the order again. Approver2 will not be required to re-approve.
Edits may cause an order be routed to approvers not required in the original order. Example: Policy dictates that cell phones need only manager approval, while PDAs need IT approval. Approver1 (employee’s manager) edits an order which contained a cell phone device. The edited order contains a PDA. The order will now go to Approver2, as required by policy.
Note: Some of the features available in Premium Mobile may be restricted by your administrator.
To edit an order in your system, perform the following steps:
1. In the Notifications section of the home page, click the Click here to review the orders link.
The orders for approval are displayed in the Order Status screen.
2. Select the order that you want to edit.
3. In the Order Details screen:
a. Review your order information.
b. Click the Edit Order button.
4. In the Current Order screen, verify your order information in the Shopping Cart.
The Change Plans, Change Devices, and Change Accessory buttons allow you to go to the screens where your available plan, device, and accessory information is presented and new selections can be made. You may click the device or plan links to open the details screen for the specific device or plan. If you select a device that is not compatible with the selected plan or a plan that is not compatible with the selected device, the system will notify you. If you select a device that is not compatible with accessories in the cart, the accessories will be removed from the cart and the system will allow you to choose compatible accessories. If compatible accessories are in the order, click the Keep Accessories in Order button to retain them or the Skip This Step link to remove them from the cart.
Remove checkboxes are provided to allow you to delete your selected Device, Plan, or Added Features from the Shopping Cart. If you Remove an accessory or plan feature, the cart will be updated. If you Remove a plan or device, the system will ask you to select another.
Abandon Edits buttons allow you to abandon the edits you have made and return to the Current Order screen.
The Update Cart button to refreshes the screen with your latest choices.
Once you are satisfied with your order as presented in your Shopping Cart, click the Continue button to proceed.
5. In the Enter Information screen, provide the information requested and click the Continue button to proceed.
Required information fields are denoted with a red asterisk (*).
You must enter a Note to describe this edit.
Enter your Preferred Area Code and the Contact Phone Number that the fulfiller may call for questions or additional information.
In the Purpose of Order and Additional Instructions fields, enter any notes or comments to guide the fulfiller in completing your request.
If your order involves shipment of a device or accessories you may be prompted to enter a Shipping Address.
Note: The administrator configures the ability to edit the shipping address. To edit the shipping address, contact your administrator.
Depending on the type of transaction and the payment policies established by your company, you might be prompted to enter a valid credit card and billing address for the portion of the order for which you are liable.
In the Date to Enter Fulfilment field, specify a date for the order to be fulfilled. The order will be fulfilled only on the scheduled date even if the processing is completed earlier.
6. In the Confirm Edits screen, verify the information presented and click the Confirm Edits button.
Before you click the Confirm Edits button, you may use the Edit Order Details button to return to previous screens.
You may click the Make Additional Edits button to further edit the order.
Abandon Edits button allows you to abandon the edits you have made and return to the Current Order screen.
After you click the Confirm Edits button, the Order Submitted screen displays order and invoice information. You may view order information in the User Profile screen of the employee for whom the order was placed. If you are authorized, you may view the information in the Order Status report.