Lesson 3 - Setting Up Phone Service

Now that the number has been transferred, you can complete the customer order. When it fulfills the LNP request, Momentum converts the request to a customer record. DO NOT use the Add Customer command; instead, update the customer's account in RPM.

To complete the customer order:

  1. On the Account Management menu, click Account and then click Customer.

    The Account page is displayed. Use the search to find the customer to update.

  2. Your service provider is already selected. In the Enter search key field, enter the customer's name, telephone number, or other identifying information.

    TIP: You can narrow your search by selecting a group, account type (residential or business), and account status (active or inactive). Or, leave the search key blank and select one of these options to display all customers of that type.

  3. Click Submit.

    RPM searches the database of customers.  It displays the customers matching your search in the results area. (The following example shows one customer.)

  4. Click the Customer ID to open the customer record.
  5. Review the customer name, service address, and billing address information and make any necessary changes.
  6. Click Submit

    The Adding Product page is displayed.

  7. Click Category name and then select Bundles.

    The page updates and the services your service provider offers are available in the Service name list.

  8. Click Service name and select the correct service. (In this example, the Premium Residential LD Bundle is selected.)

  9. Click Next.

From this point, complete the order the same way you do for a new telephone number. You will:

If you would like to review this process, start with Lesson 2 in the Provisioning a Customer module.

Lesson 2 - Placing the LNP Order Setting Up Your System