Sales Order Processing

The common process of purchasing a service in terms of orders and Account Receivable (AR) documents is represented on the scheme below.

1. Firstly, when a customer purchases a service, a sales order is created (status Open).
2. A related payment is created. A payment can be assigned automatically or manually depending on payment method configuration to a customer. If the customer has a credit card set as the default payment method, then the system creates a payment document automatically.
3. The system launches fraud screening. For more details, please refer to the Billing Provider's Guide.
4. After the fraud screening is successfully passed, a sales order then waits for the respective payment to be assigned to it (status Waiting for payment).
5. One or more provisioning systems process the request for service provisioning. The ordered services are called Provisioning Items. For example, 1 Year Subscription to the Plan 'Office 365 Business Essentials'.
6. The sales order generates an invoice after the services are provisioned.
7. The sales order is processed and completed (status Completed).

This purchase process can be initiated by customers via End-Customer Marketplace and customer control panel or by the provider, via the provider panel.