You can open the Order Line Items (OLI) details page by clicking the order line item under an order. It lists the transaction details of a single order line item. It displays:

  • Name of the order on the top.
  • Back and Activate buttons.

    The Activate button remains hidden if the order line item is already activated.

  • Details and Related Lists in the left side pane.
  • Name of the order line item, Basic Information, Additional Information, Billing Details, and User Details in the right side pane under the Details tab.

The following diagram illustrates the order line item details page:

You can perform the following actions from this page:

To activate an order line item

  1. Click the Activate button.
    The Activate Order Line Item pop-up opens asking the ready for activating date.
  2. Enter the Ready for Activation Date.
  3. Click Activate to activate the order line item or Cancel to close the pop-up.

Editing an Order Line Item

You can edit an order line item if its parent order is not in Activated status. Not all fields on the OLI can be edited. It depends on the Source of the order as follows:

  • If the source of the order is Account, all the OLI fields are editable.
  • If the source of the order is Quote, the following fields are editable:
    • Description
    • Purchase Order
    • Purchase Order Item
    • Status
    • Version Number

To edit an order line item

  1. Click the Edit button.
    The order name banner changes to Edit Order Line Item-order name.
  2. Edit the field details on the page.
  3. Click Save to save the changes or Cancel to return to the Order Line Items Details page.