Viewing the list of orders

To view the list of orders, go to Orders (see Navigation). 

The full-test search and the following filters can be applied to the list of orders:

• ID — the unique identification number of an order.
• Account — the name of the account of the linked subscription.
• Created at — the range of dates of the order creation.
• Provisioning date — the range of the order provisioning dates. For delayed orders, the provisioning date is in the future regarding the creation date (see Delayed ordering a subscription, Prolonging a subscription, Delayed renewing of a subscription, Switching a plan). By default, not displayed.
• Status — the order status.
• Type — the type of order.
• Created by — the date and time when an order is created.
• Individual price — indicates whether individual prices are used in an order.

The list of orders includes the following columns:

• ID — the unique identification number of an order.
• Order number — the number of an order as it is configured in the system settings (see System settings).
• Account name — the name of the account of the linked subscription.

• Type — the order type.

  Order types

  • Sales order — purchasing a new subscription (see Ordering subscriptions).
  • Prolong order — extending an existing subscription to the next billing period (see Prolonging a subscription).
  • Renewal order — renewing an existing subscription (see Renewing a subscription).
  • Change order — changing the ordered quantity of resources (see Upgrading or downgrading subscription resources).
  • Switch plan order — changing the plan of an existing subscription (see Switching a plan).

• Status — the order status.

  Order statuses

  • Waiting for payment — an order is created, payment is expected.
  • Waiting for provisioning — a delayed order is confirmed, but the order provisioning is postponed to the provisioning date.
  • Provisioning — an order is confirmed and is being provisioned.
  • Provisioning failed — an order is confirmed, but the service activation failed.
  • Completed — an order is processed.
  • Cancelled — an order is cancelled.

• Discount — the amount of the applied discount.
• Total — the total cost of an order.
• Order date — the date and time when an order is created.
• Provisioning date — for delayed orders, the provisioning date is in the future regarding the creation date (see Delayed ordering a subscription, Prolonging a subscription, Delayed renewing of a subscription, Switching a plan).
• Created by — indicates how an order is created:
  
  • Manager — an order is created manually by a manager.
  • Account — an order is created manually by a customer.
  • System — an order is created automatically.
• Updated at — the date and time when an order is updated.
• Closed at — the date and time when an order is completed or cancelled.
• Individual price — indicates whether individual prices are used in an order (see Ordering a subscription at the individual prices).
• PO document — a link to the purchase order file from the customer's purchasing system if the customer specified it. By default, not displayed. For details, see Purchase order in Viewing order details.

The report (see Exporting a list as a file) includes the following additional columns:

• Document ID — the number of an order.
• Account ID — the ID of an account of the linked subscription.
• Subscription — includes subscriptions linked to the order.
• Trial:
  
  • Yes — at least one trial subscription is linked to an order.
  • No — no trial subscriptions are linked to an order.
• Name of manager (user) — the name of the order creator.
• Payment number — the number of the linked payment.