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After a user has placed an Order in the Catalog, the Jira Service Desk Agent will receive a ticket in the related Jira Service Desk Queue for that Order.

  • Select the ticket to view the Checkout Ticket Order.

  • To view Order Details, you may need to select Checkout Agent Fulfillment from the ellipsis drop down menu.

  • Agents may Edit Order to make adjustments to the order or Decline the order from the Order Actions drop down menu.

  • If approved, an Agent may Submit Order to begin fulfilling the order.

Item Status

NEW - Item has just been requested by end user.
DECLINED - Agent declines items requested by user with reason. Message is sent to user via comment.
ORDERED - Item has been sent to the pertinent vendor via a purchase order. This is sent via email, or a PDF is printed and sent via snail mail.
COMPLETED - Item has been received from vendor and it has been added to Asset management, or the order is fulfilled with a current asset. Budget is debited the total amount in order if bought from vendor.
CANCELED - Cancellation order sent to vendor after item has been ordered and not yet received. Email is sent to vendor with list of canceled items via email. Budget is credited the order amount.
BACKFILL - Item is marked to be backfilled after using item in Asset Management. Item will appear in purchase order. If item was not marked for backfill after using item in Asset management, it is not added to the Purchase order to vendor.
RETURNED - Item sent back to Vendor after being received. Item is removed from Asset Management. Budget is credit the amount similar to what is returned.

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