Menu

Lumen help

Using preliminary order status

Searching

After selecting one of the criteria in the Search For list, a field will appear to the right of the list. You can use the enter key on your keyboard, or click the >> icon to the right of the Search field, to launch the search/filter. Click Reset to clear a search/filter and reload the default screen showing all orders from last 90 days.

Use  Search For… to filter your orders by:
 

  • Parent Order ID
  • Product Account ID
  • Order Type
  • Service Type
  • Status
  • PON
  • Account Name
  • Ordering Method

For example, you would select Ordering Method in the “Search for…” drop down menu, then you could enter Switched Batch, Dedicated Batch, DTFO, OnLine Order Form, etc

The Search functionality is case sensitive.  For example, entering “dtfo” will yield no results; it must be entered as “DTFO”.  However, you can utilize the asterisk for wildcard search; so for example, searching Ordering Method as On* will pull up OnLine Order Form orders.

The table illustrates Parent Order ID, Order Type, Service Type and Ordering Method for each ordering tool/type:

 Order Status Matrix, Preliminary Order Status

Status

Advanced Search

The Advanced Search option includes an Order Date range search, in addition to the ID Type (Parent Order ID or Product Account ID), Status (In Progress, Saved, Submitted, Completed, Batch Complete), and Type (New/Install, Change, Disconnect).  Choosing more than one search criteria will limit your returned results. Click Apply to retrieve the data or click Close to stop the search.

Click Advanced Search to open this window:

Sortable Menu Bar

The menu bar allows you to sort by Parent Order ID, Order Type, Service Type, Status, or Status Date. To sort these options, click on the column heading to sort or reverse sort. The fields sort in ascending or descending order.

 Order Status > Preliminary Order Status sortable menu bar

Default view

  • Parent Order ID / Batch Filename will provide the internal Lumen order number or batch filename
  • Order Type will indicate the Order Action
  • Service Type will indicate the product
  • Status varies by Service Type (see above)
  • Status Date will display the date the order moved into that order status
  • Ordering Method will indicate the ordering tool used
  • Action column will display icons for any actions that can be taken on the order, such as View Saved Order, View Submitted Order or Create Template from Order

Additional columns

  • PON
  • Account Name
  • Account ID
  • Due Date
  • Order Date
  • Product Account ID
order status preliminary order status search ordering method dedicated batch

Customize Columns

Use Customize Columns (icon to the right of the column headers) to choose which columns you see, and put them in the order you like.

 

Click Customize Columns:

order status preliminary order status customize columns
  • The Parent Order ID / Batch filename will always be the first column, and it cannot be removed from Current Columns.

  • As you select a column under the Available Columns or Current Columns, the arrow between the two fields will change direction, so you can add or remove columns from your view.

  • You can also use the buttons to the right to Move Up or Move Down as needed.

  • Click Reset to return to default available columns.