Amending an Order in OCS

Amend an order by modifying a submitted order.

1. Search for a subscriber. For information on how to complete this task, see Searching for Subscribers.
2. On the Customer search page, click the subscriber's name.
3. Click View order history.
   On the Order history screen, you can complete the following tasks:

   • View order details
   • Modify an order
   • Cancel an order

   Note: When the order is in execution, you can view the order details, modify, or cancel an order. When an order is complete or cancelled, you can only view the order details.
4. View order details, modify, or add a product.
   • View order details
     1. Click View order details to see all the details associated with that specific order on a read only screen.
   • Modify an order
     1. Click Modify.
     2. On the Shopping cart screen, click the product you want to modify.
     3. Click Edit.
     4. Make necessary changes and click FINISH EDITING.
   • Add a product
     1. Click Modify.
     2. Click Add products.
     3. Search for a product or bundle and customize.
     4. Click SAVE TO CART.
5. Optional: Click the Display Cart icon to compare orders. Click COMPARE to review the changes made.
   Note: The Compare orders window does not show price details for the original order to avoid displaying an incorrect price. Pricing models within OPE might have been changed and reloaded during the amendment.
6. Optional: Hover over the item, to see the Edit and Remove icons. Click the edit icon, to change quantity of products or bundles and the characteristic values. Click the remove icon, to remove products or bundles from the cart.
7. Click CHECKOUT.
8. Optional: Hover over the product or bundle, and click the edit icon to edit any order details such as priority, delivery date, and notes, and click Save.
9. Click PLACE ORDER.

   After you click PLACE ORDER, you see the Confirmation screen. This screen is displayed to indicate that OCS submitted the order to TIBCO Fulfillment Order Management.

   On the Confirmation screen, start a new order for this customer or clear the customer selection:

   • NEW ORDER FOR THIS CUSTOMER: using this feature, you can start a new order for the same subscriber.
   • CLEAR CUSTOMER SELECTION: using this feature, you can submit an order for a different subscriber.