CRM order processing For DBU Order

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PAPELES DE TRABAJO DE AUDITORÍA

door América Ponce

Task to Billing Proc

door jay scherrer

ASCICS

door Chris Cottell

Concept Mapping

door Fabian Hayles

Order Processing Existing client

Complete

Asset

bill date & bill release

SIP

AKR, uers, correct bill date & bill released

Change (billing) Status - pending bill release

Release to billing

OLI - perm status = complete

Review -Dashboard

For TFA

Permissioning / Install

TFA - tech

TOM

SPM

Submit

Perm Activity

User ID is created

Order Number / transfer to compass

Add any applicable OLI's (admin) last minute

any attachment

Update Notes for - Permissioning team / technical team

Perm system

Permssion Date

Update bill date

User Name

AKR

Device type PLI which is specific to infrastructure (RWS_DBU)

SPM Permissioning PLI (MK3IDNKU / PD)

RDU Software PLI (DV-RDUSVR)

DBU Server PLI for ILA creation (DV-DBUSVR)

Update Status

SLA start

confirmed that the order is correct and sales will understand order is in progression

Assigned to accepted

Drill into order and check the information

Reason Codes

Perm Date

Notes - special instructions

Signed Order Form ($$$$) vs OLI)

Approvals

Spec Pricing - term

bill date

Sub #

PLI

Review Dashboard

DBU Order for RWS Platform