(2022.1) Cart Requests

Draft Requests

After all of the Order Details are submitted, Users have the option to wait until later or to submit the Request right now. When a User decides to wait until later, the Request can be viewed and resumed in the Cart.

These drafts will remain in the Cart until they are either submitted or until they expire.

Expired Requests

After a period of time, Pending Requests will Expire.  Expired Requests along allow you to view the General Details (not individual item changes on Services/Standalone Equipment/Packages), and Delete the Request.  The period of time a Request has is configured by CC_REQUEST_EXPIRATION_DAYS, which has a default value of 30 days.

To view Expired Requests click the button to load the Expired Requests, and then the  button to load the other Requests back after you have deleted unneeded Expired Requests.

Submitted Request Summary

When a Request is submitted successfully the User receives a summary of Request that was submitted.

Service Rep Information:

1. Add or Install a Service
2. Request a New Service ID
3. Upgrade / Downgrade Service
4. Add a New Location
5. Move to a New Location
6. Change the Owner of the Service
7. Other Miscellaneous updates
8. Task Action

Pending Approval

Some Requests require approval. If Approval is Required, once on the Cart page, the Request will have a message on it stating: "This Request will require approval after it is submitted".

After the Request is submitted, it is set to Pending Approval. Request Tracking is available for Users to view the current status of their submitted Requests. Users can see their Pending Requests on the Cart page by selecting the drop down menu, and choosing the "Pending Approval" option. The Approval process gives a Coordinator a chance to review any Request that originates from the CustomerCenter before the Request is submitted to the Requests grid. Please visit the (2022.1) Approvals page for more information on the Approval process.

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