The University of Massachusetts Amherst

Managing CORUM Orders

    Creating an Order on Behalf of a New User

    1. Select the ‘Users’ tab
    2. Enter the name of the user you want to create an order for, and click ‘Search’
    3. Click the ‘Order For’ link to the left of the user’s name
    4. Click on the service or item you want to purchase
    5. Press ‘Create Order’
    6. Select the chart string to charge
    7. Input the desired quantity or reservation and an optional note
    8. Click ‘Create’ to finish the purchasing process
    9. Lastly, go to the top of the screen and click ‘Exit’

    Completing a New Order
    A service or item (whether ordered by a user, or on behalf of a user) must be moved from ‘new’ status to ‘completed’ status before the billing process for that order can begin.  In addition, the cost of any order cannot be edited until after it is marked as complete.

    1. As a facility manager choose the ‘Orders’ tab
    2. Check the boxes on the left hand side of the screen next to each order you would like to complete (you can click the ‘Select All’ link if you want to complete all orders)
    3. Go to the ‘Status’ drop down that is above the ‘Status’ column (towards the right side of the screen) and select ‘Complete’
    4. Click ‘Update Orders’ to complete orders.

    Modifying a Completed Order
    After an order has been completed (before it has been billed), you can edit the quantity, cost, adjustment, note, payment source and status from the same page.

    1. Select the ‘Billing’ tab
    2. If looking for a particular order to edit, you can search for the order by defining any or all of the following: date range, payment source, product, and owner of chart string
    3. When you find the order you want to edit, click on the ‘Order Detail #’ link
    4. From this page you can: edit the payment source by selecting another payment source from the drop down, edit the quantity (which will reflect a change in cost), edit the cost, edit or add an adjustment, edit or add a note, or change an order from complete to cancelled (drop down under the ‘Status’ column).
    5. After all edits are made, click ‘Save’ at the bottom of the page.

    Modifying a New Order
    A service or item (whether ordered by a user, or on behalf of a user) must be moved from ‘new’ status to ‘completed’ status before the billing process for that order can begin.  In addition, the cost of any order cannot be edited until after it is marked as complete.

    1. As a facility manager choose the ‘Orders’ tab
    2. Check the boxes on the left hand side of the screen next to each order you would like to complete (you can click the ‘Select All’ link if you want to complete all orders)
    3. Go to the ‘Status’ drop down that is above the ‘Status’ column (towards the right side of the screen) and select ‘Complete’
    4. Click ‘Update Orders’ to complete orders.

    Modifying a Payment Source for an Order in Review
    To change a payment source / speedtype for a specific order that has been submitted for review:

    • Go to My Payment Sources -> My Transactions in Review
    • Scroll down and locate the Order you'd like to modify, click on the Order Detail number
    • Find the original Payment Source and click on the Change link
    • Select the correct Payment Source from the dropdown list, and Save

    Note: If the correct speedtype isn't available in the dropdown list, it's because the user who placed the order isn't authorized to use it. In this case, you should be able to add them to the Members list and then correct the order.