Orders

Introduction

The ordering system in Fusion serves as the primary mechanism for allocating resources to tenants and subscriptions. This documentation provides a detailed explanation of how orders work, who can create them, and best practices for managing the ordering process effectively.

User Permissions and Access Control

Understanding who can create and manage orders is crucial for maintaining organizational security and resource control. In Fusion, order creation privileges are specifically restricted to three administrative roles:

Authorized Roles

1. Group Administrators

   • Have full oversight of all ordering processes within their group
   • Can manage and review orders across all associated distributors and resellers

2. Distributor Administrators

   • Can create orders for their distribution network
   • Manage resource allocation within their distribution hierarchy

3. Reseller Administrators

   • Create orders for their specific customer base
   • Handle resource assignments for their allocated tenants

Order Creation Process

The order creation process in Fusion follows a structured approach designed to ensure accurate resource allocation and maintain system integrity.

Resource Assignment Mechanism

Orders function as the bridge between products and tenants/subscriptions. When creating an order, administrators can:

1. Select from available products defined in the system
2. Specify the target tenant and subscription
3. Determine the quantity of resources to be allocated
4. Configure any specific parameters required for the selected products

Multi-Product Ordering

Fusion's ordering system supports the creation of consolidated orders containing multiple products. This feature offers several advantages:

1. Efficiency in Resource Allocation

   • Reduced administrative overhead
   • Streamlined procurement process
   • Simplified tracking and documentation

2. Batch Processing Benefits

   • Consistent resource allocation across related products
   • Reduced chance of oversight or errors
   • Better organization of related resources

Resource Types in Orders

When creating orders, administrators can work with the tecnical resources defined as products (see Products for details)

Technical Resources

These include:

1. Number entitlements across different countries
2. Microsoft Teams seats
3. SIP Trunking seats
4. Additional technical resources as defined in the products section

Order Management Best Practices

To ensure effective order management and resource allocation, follow these recommended practices:

Pre-Order Planning

1. Resource Assessment

   • Review current resource utilization
   • Identify specific tenant/subscription needs
   • Verify resource availability in the system

2. Documentation Preparation

   • Gather necessary tenant/subscription information
   • Document specific requirements or configurations
   • Prepare any required approval documentation

During Order Creation

1. Validation Steps

   • Verify all selected products are appropriate for the tenant
   • Double-check quantities and configurations
   • Ensure all required fields are properly completed

2. Resource Allocation Considerations

   • Consider future scaling needs
   • Account for redundancy requirements
   • Align with service level agreements

Post-Order Management

1. Order Verification

   • Confirm successful resource allocation
   • Verify tenant access to new resources
   • Document any special configurations applied

2. Monitoring and Maintenance

   • Track resource utilization
   • Monitor for any allocation issues
   • Document any post-order adjustments

Troubleshooting Common Issues

Understanding common ordering issues and their solutions helps maintain smooth operations:

Resource Allocation Failures

1. Verify product availability
2. Check tenant/subscription status
3. Confirm administrator permissions
4. Review system logs for error messages

Configuration Problems

1. Validate product compatibility
2. Check for missing prerequisites
3. Verify tenant configuration
4. Review resource dependencies

Audit and Compliance

Maintaining proper order records is essential for system integrity:

Order History

• Keep detailed records of all orders
• Document justifications for significant allocations
• Maintain change logs for modified orders

Regular Reviews

• Conduct periodic audits of order patterns
• Review resource utilization efficiency
• Update ordering procedures based on findings

Conclusion

The ordering system in Fusion provides a robust and flexible mechanism for resource allocation. By following these guidelines and best practices, administrators can ensure efficient resource management while maintaining system security and integrity.

Remember that proper order management is crucial for:

• Maintaining service quality
• Ensuring efficient resource utilization
• Supporting organizational growth
• Meeting compliance requirements