|
Action
|
Description
|
|
Create
|
Use ‘Create’ in the Order Header section to create a new record using the data in the corresponding section. All other data in following sections for the same record will be ignored unless they have their corresponding ‘Action’ column populated.
|
|
Create All
|
Use ‘Create All’ to automatically also create records using the following section data for that Order without having to populate ‘Add’ in each individual section e.g. Add all lines.
|
|
Create & Book
|
The same as ‘Create All’ but also ‘Book’ the order after creation.
|
|
Add
|
‘Add’ is like Create but used at the Line level.
|
|
Apply
|
Applies the Pricing adjustment to the Header or Line.
|
|
Insert
|
Will create the Service Contract record linked to the Order.
|
|
Update
|
Use ‘Update’ in a section to update an existing record. All other data in the following sections for the same record will be ignored unless they have their corresponding ‘Action’ column populated. Use ‘Update’ to update the section.
|
|
Update All
|
Use ‘Update All’ to automatically update records using the following section data for that order without having to populate ‘Update’ in each individual section. Update uses the existing ID populated in that section to identify which record to update. In order to do this, IDs must be on the sheet. This is usually achieved by downloading the existing record to the sheet, and the IDs are also downloaded and populated.
|
|
Book Order
|
Use ‘Booked’ to move the order status to ‘Booked’.
|
|
Update & Book
|
A combination of both actions above.
|
|
Cancel
|
Use ‘Cancel’ to cancel order or lines, if cancellation is allowed at this stage of the order or line.
|
|
Remove
|
Will remove the service contract link.
|
|
Delete
|
Use ‘Delete’ to delete the order, line or adjustment - If it is in a state that allows this action.
|
|
Apply Hold
|
Applies Hold.
|
|
Release Hold
|
Releases Hold.
|
Refer to section:
|