# Managing Orders
The Orders section provides a central place for administrators to review orders, manage their services, monitor provisioning, and assign ownership. Open it from Clients → Orders in the backend navigation.
This article describes day-to-day order management. For the complete device matching and activation sequence, see Provisioning Flow.
# Orders list
The orders list shows the order number, owner, order and service statuses, service type, related service, tags, and creation date. Use the available filters to narrow the list by details such as owner, order number, status, service status, tags, service type, or access level.
From this view you can:
- open an order summary;
- create an order;
- assign or remove tags from selected orders;
- reject selected orders;
- delete orders when their current state allows it.
Available controls depend on the administrator's permissions.
# Order status and service status
An order has two separate status fields:
- Order Status describes whether the request is still pending, accepted, rejected, or on hold.
- Service Status describes the state of the service created for an accepted order, for example Waiting, Provisioning, Activated, Suspended, or Terminated.
The two values should be read together. For example, an accepted order can have a service that is still waiting, currently provisioning, or already activated. A pending order might not have a service record yet.
# Order summary
Open an order number to display its summary. Depending on the service type and current status, the summary can include:
- the order status and available order or service actions;
- client details;
- service criteria and service configuration;
- the automatically matched or manually selected target device;
- the service and assigned device details after acceptance.
The following tabs are available:
| Tab | Purpose |
|---|---|
| Summary | Review the owner, configuration, target device, status, and available actions. |
| Provisioning Queue | Monitor queued and running provisioning tasks for the order. |
| Provisioning Logs | Review provisioning progress, completed steps, and errors. |
| Activity Logs | Review recorded administrative and data changes for the order. |
# Editing and processing an order
While an order is pending, use Actions → Edit Order to change its service type, criteria, or service configuration. The Client field is displayed for reference but cannot be edited in this form. Use the dedicated Transfer Ownership action to assign the order to another user.
The Order Actions panel provides actions appropriate to the current state:
- Accept Order accepts a pending order and creates its service;
- Reject Order rejects an order;
- Set Back To Pending returns a rejected order for further processing;
- Activate, Suspend, Unsuspend, and Terminate control the service lifecycle after the order has been accepted.
Service lifecycle operations run the provisioning actions configured for that specific operation. Use Configure Actions to review or override the actions for an individual order. For details, see Accepting Order.
# Transfer order ownership
Use Transfer Ownership when an existing order and its already prepared service or device should belong to another user without running a new service lifecycle operation.
To transfer an order:
- Open Clients → Orders and select the order.
- Open the Actions menu on the order summary.
- Select Transfer Ownership.
- Select the new owner and confirm the transfer.
The target can be any active EasyDCIM user, regardless of their role. The current owner and inactive users are not available for selection.
# What the transfer changes
When confirmed, EasyDCIM assigns the following records to the selected user:
- the order;
- its related service, when one exists;
- the device assigned to the order or service;
- devices contained in an assigned colocation.
The transfer preserves the current order, service, and device statuses as well as their existing relationships and configuration. A pending order without a service can also be transferred; when it is accepted later, its service is created for the new owner.
Ownership transfer does not run Terminate, Activate, or any other provisioning action. It also does not emit the Terminate or Activate lifecycle events or add provisioning jobs to the order queue. The existing service and device are not rebuilt, reinstalled, or otherwise prepared again.
Because the operation changes ownership directly, you do not need to terminate the service before the transfer or activate it afterward.
# Transfer safeguards
EasyDCIM blocks the transfer when:
- the order has a provisioning task with the Waiting or Started status;
- more than one service is assigned to the order;
- the owner changed after the transfer window was opened;
- the selected user is no longer active.
No ownership record is changed when the operation is blocked. After resolving the reported issue, reopen the transfer window and try again.
# Monitoring and troubleshooting
Use the order tabs to determine whether a problem concerns ownership or the provisioning lifecycle:
| Situation | What to check |
|---|---|
| A service action is still running | Check Provisioning Queue for waiting or started tasks. |
| A lifecycle action failed | Check Provisioning Logs for the failed step and error message. |
| Transfer Ownership is blocked | Finish the active provisioning task, verify that the target user is active, and reopen the transfer window. |
| The selected owner is not listed | Confirm that the user account is active and is not already the current owner. |
| You need to confirm who changed the order | Check Activity Logs. |