Applies to:
Operator Open Access
Operator Single Provider
Service Provider
Step-by-Step Instructions
How to Upgrade a Service
Introduction
Performing an upgrade or downgrade in COS Business Engine involves modifying an existing order and saving the updated version as a new order. This process ensures that changes are accurately reflected and recorded without altering the original order.
Solution Overview
To upgrade or downgrade a service or product, follow these steps to edit the existing order and save the changes as a new order in the BE Admin interface.
From the Business Engine Dashboard, use the search bar on the left of the page and search for “Orders”.
Users will now be on the Order Search menu, where they can select a variety of search parameters to find the Order they are looking to change. Select an order to proceed.
The page of an individual Order will provide in-depth information on the Order, such as the type of Service associated with the Order and information about the Customer. Users will also notice our recently added overlays or "Fly-ins" on the right side of the screen that will provide additional information as well.
On the Order page select the "Edit and Save as New" option to begin the process of upgrading the Service attached to this Order.
Find the “Select Service” section towards the bottom of the page. Select the desired service
(upgrade/downgrade) from the list in the drop-down menu.
With the new Service selected, Users will be able to enter additional information about the new Service such as the From Date before hitting the blue "Save" icon to confirm and proceed.