USER INTERFACE FOR A COMPLEX ORDER PROCESSING SYSTEM

• US 20090043673A1
• Filed: 10/02/2008
• Published: 02/12/2009
• Est. Priority Date: 03/31/2000
• Status: Active Grant

• Current Assignee: Carlos Alejandro Sandrea, Mark David Lewis, Richard Joseph Caballero
• Original Assignee: Carlos Alejandro Sandrea, Mark David Lewis, Richard Joseph Caballero
• Inventors: Caballero, Richard Joseph, Lewis, Mark David, Sandrea, Carlos Alejandro
• Granted Patent: US 8,073,742 B2
• Time in Patent Office: Days
• US Class Current: 705/26
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 30/0621 Item configuration or customization
• CPC Class Codes: G06Q 30/0633 Lists, e.g. purchase orders, compilation or processing
• CPC Class Codes: G06Q 30/0635 Processing of requisition or of purchase orders
• CPC Class Codes: G06Q 30/0641 Shopping interfaces
• CPC Class Codes: G06Q 40/12 Accounting
• CPC Class Codes: H04M 3/5183 Call or contact centers with computer-telephony arrangements

Abstract

A user interface for a computerized complex order processing system presents a list of products and services associated with an account, a list of quotes associated with the account, a list of orders associated with the account, and several user-selectable options. The options allow the user to transfer a service profile by defaulting the existing services at an old location to a new location; add, modify, and disconnect products and services the service profile, quotes, and orders associated with a selected account. The options further allow the user to accept a quote, convert the quote to a sales order, update the amount of revenue to be generated by a quote, approve an order, and submit the order for provisioning

Claims

1-44. -44. (canceled)

45. A method comprising:

detecting a request to change a selected order, wherein

said selected order has been submitted for provisioning;

incorporating a change in the selected order;

re-submitting the selected order for provisioning; and

synchronizing the re-submitted order in an external provisioning system, wherein

said synchronizing comprises overriding the order that had been previously submitted for provisioning.

46. The method of claim 45, further comprising:

generating a list of accounts;

identifying a selected account by detecting selection of one of the accounts listed in the list of accounts;

generating a list of orders associated with the selected account, wherein the list of orders comprises orders that have been submitted for provisioning; and

identifying the selected order by detecting selection of one of the orders that has been submitted for provisioning;

47. The method of claim 46, further comprising:

generating a list of items comprising the selected order;

determining whether each item in the list of items has been delivered;

identifying a selected item by detecting selection of one of the items; and

allowing a user to reconfigure the selected item if the selected item has not been delivered.

48. The method of claim 46, further comprising:

generating a list of quotes associated with the selected account;

identifying a selected quote by detecting selection of one of the quotes;

detecting a request to change the selected quote; and

incorporating the change in the quote.

49. The method of claim 46, further comprising:

generating a list of assets associated with the selected account;

identifying a selected asset by detecting selection of one of the assets;

detecting a request to change the selected asset; and

incorporating the change to the asset in a quote.

50. The method of claim 49, wherein the change comprises disconnecting the asset.

51. The method of claim 49, further comprising:

generating a list of items comprising the selected asset;

detecting selection of one of the items; and

allowing a user to reconfigure the selected item.

52. The method of claim 51, further comprising:

ungrouping the selected item with a quantity of more than one to a corresponding multiple of items; and

allowing the user to reconfigure each item of the multiple of items individually.

53. The method of claim 51, further comprising:

generating a list of quotes associated with the selected account;

detecting selection of one of the quotes;

detecting selection of an option to update potential revenue based on the price of items in the selected quote.

54. The method of claim 46, further comprising:

detecting selection of an option to create a quote for a new asset, wherein the quote is associated with the selected account;

generating a list of assets comprising products and services available;

detecting selection of an asset;

invoking a product configurator to allow the user to configure the selected asset.

55. The method of claim 46, wherein the change comprises transferring the asset, the method further comprising:

detecting selection of an option to transfer the asset;

copying information about the configuration of the asset to a quote; and

setting the status of items in the quote to indicate that the items are to be included in a service profile at a new address.

copying information about the asset.

56. A system comprising:

means for detecting a request to change a selected order, wherein

said selected order has been submitted for provisioning;

means for incorporating a change in the selected order;

means for re-submitting the selected order for provisioning; and

means for synchronizing the re-submitted order in an external provisioning system, wherein

said synchronizing comprises overriding the order that had been previously submitted for provisioning.

57. The system of claim 56, further comprising:

means for generating a list of accounts;

means for identifying a selected account by detecting selection of one of the accounts listed in the list of accounts;

means for generating a list of orders associated with the selected account, wherein the list of orders comprises orders that have been submitted for provisioning; and

means for identifying the selected order by detecting selection of one of the orders that has been submitted for provisioning;

58. The system of claim 57, further comprising:

means for generating a list of items comprising the selected order;

means for determining whether each item in the list of items has been delivered;

means for identifying a selected item by detecting selection of one of the items; and

means for allowing a user to reconfigure the selected item if the selected item has not been delivered.

59. The system of claim 57, further comprising:

means for generating a list of quotes associated with the selected account;

means for identifying a selected quote by detecting selection of one of the quotes;

means for detecting a request to change the selected quote; and

means for incorporating the change in the quote.

60. The system of claim 57, further comprising:

means for generating a list of assets associated with the selected account;

means for identifying a selected asset by detecting selection of one of the assets;

means for detecting a request to change the selected asset; and

means for incorporating the change to the asset in a quote.

61. The system of claim 60, further comprising:

means for generating a list of items comprising the selected asset;

means for detecting selection of one of the items; and

means for allowing a user to reconfigure the selected item.

62. The system of claim 61, further comprising:

means for ungrouping the selected item with a quantity of more than one to a corresponding multiple of items; and

means for allowing the user to reconfigure each item of the multiple of items individually.

63. The system of claim 61, further comprising:

means for generating a list of quotes associated with the selected account;

means for detecting selection of one of the quotes;

means for detecting selection of an option to update potential revenue based on the price of items in the selected quote.

64. The system of claim 57, further comprising:

means for detecting selection of an option to create a quote for a new asset, wherein the quote is associated with the selected account;

means for generating a list assets comprising products and services available;

means for detecting selection of an asset;

means for invoking a product configurator to allow the user to configure the selected asset.

65. The system of claim 57, wherein the change comprises transferring the asset, the system further comprising:

means for detecting selection of an option to transfer the asset;

means for copying information about the configuration of the asset to a quote; and

means for setting the status of items in the quote to indicate that the items are to be included in a service profile at a new address.

means for copying information about the asset.

66. The system of claim 65, further comprising:

means for copying the information about the configuration of the asset to a second quote; and

means for setting the status of items in the quote to indicate that the items are to be disconnected in a service profile at an old address.

67. A computer readable storage medium comprising:

a first set of instructions, executable by a processor, configured to detect a request to change a selected order, wherein

said selected order has been submitted for provisioning;

a second set of instructions, executable by said processor, configured to incorporate a change in the selected order;

a third set of instructions, executable by said processor, configured to re-submit the selected order for provisioning; and

a fourth set of instructions, executable by said processor, configured to synchronize the re-submitted order in an external provisioning system, wherein

said synchronizing comprises overriding the order that had been previously submitted for provisioning.

68. The computer readable storage medium of claim 67, further comprising:

a fifth set of instructions, executable by said processor, configured to generate a list of accounts;

a sixth set of instructions, executable by said processor, configured to identify a selected account by detecting selection of one of the accounts listed in the list of accounts;

a seventh set of instructions, executable by said processor, configured to generate a list of orders associated with the selected account, wherein the list of orders comprises orders that have been submitted for provisioning; and

an eighth set of instructions, executable by said processor, configured to identify the selected order by detecting selection of one of the orders that has been submitted for provisioning;

69. The computer readable storage medium of claim 68, further comprising:

a ninth set of instructions, executable by said processor, configured to generate a list of items comprising the selected order;

a tenth set of instructions, executable by said processor, configured to determine whether each item in the list of items has been delivered;

an eleventh set of instructions, executable by said processor, configured to identify a selected item by detecting selection of one of the items; and

a twelfth set of instructions, executable by said processor, configured to allow a user to reconfigure the selected item if the selected item has not been delivered.

70. The computer readable storage medium of claim 68, further comprising:

a thirteenth set of instructions, executable by said processor, configured to generate a list of quotes associated with the selected account;

a fourteenth set of instructions, executable by said processor, configured to identify a selected quote by detecting selection of one of the quotes;

a fifteenth set of instructions, executable by said processor, configured to detect a request to change the selected quote; and

a sixteenth set of instructions, executable by said processor, configured to incorporate the change in the quote.

71. The computer readable storage medium of claim 68, further comprising:

a seventeenth set of instructions, executable by said processor, configured to generate a list of assets associated with the selected account;

a eighteenth set of instructions, executable by said processor, configured to identify a selected asset by detecting selection of one of the assets;

a nineteenth set of instructions, executable by said processor, configured to detect a request to change the selected asset; and

a twentieth set of instructions, executable by said processor, configured to incorporate the change to the asset in a quote.

72. The computer readable storage medium of claim 68, further comprising:

a twenty-first set of instructions, executable by said processor, configured to detect selection of an option to create a quote for a new asset, wherein the quote is associated with the selected account;

a twenty-second set of instructions, executable by said processor, configured to generate a list assets comprising products and services available;

a twenty-third set of instructions, executable by said processor, configured to detect selection of an asset;

a twenty-fourth set of instructions, executable by said processor, configured to invoke a product configurator to allow the user to configure the selected asset.

73. The computer readable storage medium of claim 68, wherein the change comprises transferring the asset, the computer readable storage medium further comprising:

a twenty-fifth set of instructions, executable by said processor, configured to detect selection of an option to transfer the asset;

a twenty-sixth set of instructions, executable by said processor, configured to copy information about the configuration of the asset to a quote; and

a twenty-seventh set of instructions, executable by said processor, configured to set the status of items in the quote to indicate that the items are to be included in a service profile at a new address.

a twenty-eighth set of instructions, executable by said processor, configured to copy information about the asset.