Order Management

Order Management - FAQs

Document number: 17256

Order Management FAQs

Will all the contact information, including Ship To Address, Contact Name, Bill To Address, etc., be available in the new system?
Who do I contact regarding issues with the new application?
Where can I find step by step instructions for using Order Management?
How to I request Access to OM?
How does the License Profile information get into Psynergy/FSCM?
Will Operating System information be found in License Profile?
How to do you request a new License Code?
How do I add a notation to a Sales Order?

Will all the contact information, including Ship To Address, Contact Name, Bill To Address, etc., be available in the new system?

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Who do I contact regarding issues with the new application?

For any technical issues regarding Order Management, you will need to log a NorthStar ticket.

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Where can I find step by step instructions for using Order Management?

See Eureka! document 17252 — How to Enter a New Order in OM

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How to I request Access to OM?

See Eureka! document 17248 — How to Request Access to Order Management.

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How does the License Profile information get into Psynergy/FSCM?

The Contracts Administration group will enter all new products licensed through the Contracts module. Those licensed products, in addition to pertinent contract information such as status and effective date, will automatically update the license profile. Changes to the Status on temporary licenses will be made in Contracts. This will change the overall status of the Contract and be reflected in License Base. Contract Administration will maintain the maintenance status for all products. Finance will maintain the maintenance cycle dates for all products.

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Will Operating System information be found in License Profile?

All changes such as Database or operating system will be entered and maintained by Contracts Administration.

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How to do you request a new License Code?

You can place a License Code Only request order by using the Order Group option. There are three drop down options for Order Group selection - Upgrade, Re-Order, and License Code Only.

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How do I add a notation to a Sales Order?

Notes can be added to all orders by clicking on the Go To: drop down located at the bottom right hand side of the page Order Header page and select Notes / Attachments. For detailed instructions on how to add a note to an order, see Eureka! document 17252 — How to Enter a New Order-Notes.

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