Updating an order status

You can update the order status from Draft to Requested, Requested to In Progress, and In Progress to Fulfilled deals.

Note:  

• You can cancel the In Progress or Requested orders. To cancel the order, select Cancel in the status drop-down.

• Ensure that:

• Full-access permissions are provided for Ordering and Fulfillment.

• Vendor Stakeholder has been assigned to a subject deal.

To update an order status, perform the following steps.

1.

On the Portfolio page, click Deal ID or View for the deal.

2.

On the left navigation menu, click Orders.

3.

On the Orders page, click View for the order for which you want to update the status.

4.

At the top-right of the page, click and select the required status from the drop-down.

5.

When moving from Draft to Requested, on the Update Order Status dialog box, enter the Requested Date and Due Date.

Field	Description
Requested Date	An order requested date. This field is mandatory.
Due Date	An order due date. This field is mandatory.

6.

Click Confirm.

A message is displayed indicating that the order status is updated successfully.

Note: When moving from Requested to In Progress, on the Update Order Status dialog box, enter the Due Date.

Note: When moving from Requested to Fulfilled, on the Update Order Status dialog box, enter the Date Completed.