Add Trunking DIDs to an Existing Customer

1. Login to your partner account in Orion
   • Enter Username and Password
2. Select Login

From the Partner Account

1. Select Order Forms
2. Select Add Services to a Group

1. Enter the Customer Name
   • Begin typing Customer Name and available customers will appear in a drop down box, select the customer.
2. Select Next

1. Enter the Billing Start Date
   • Enter the date directly or click on the calendar icon to select a date
2. Select Next

1. Select Add Packages

1. Select Order Term
2. Select Package Types
   • From the drop down box select the category DID
   • When done selecting categories click anywhere outside of the drop down box
3. Select Additional DID's by clicking in the small box on the left
4. Update the quantity for the DIDs you are ordering (you can adjust quantity by using the up/down arrow or typing in a number)
5. Select Add Selected when you have completed adding DIDs

1. When DID order is complete select Next

1. Click on Select DIDs

1. Enter the NPA NXX for the DIDs being requested
   • Rate center will populate with the rate center information
2. Select the DIDs you would like by placing a checkmark in the box to the left to the DID you would like to order
3. Place a checkmark in the box to the right of the DID under the Is For Trunking column
4. If you do not want to select the DIDs available or if no DIDs are available, indicate how many DIDs you would like by placing a quantity in the Back Ordered DIDs space in the top right
5. Select Order

1. If no DIDs are available in your selected rate center, a pop up box will instruct you to back order your quantity of DIDs.
2. Select Ok. you will return to the screen above to back order DIDs.

1. If you need additional DIDs in a different rate center click on Select DIDs and repeat steps above
2. When DID order is complete select Next

Extra Info

1. Depending on what packages are ordered, additional information may be requested. Specific questions will be in this area. Complete the requested information (if any). Ordering DIDs for Trunking will not require any additional information. 
2. Select Next

Notes

1. Use the provided space to include any additional information about your order.

View Order

1. Before you submit your order, you can review it by selecting View Order on the right.

1. When review is done select Close at the bottom of the screen

1. If after review a change is needed,  you can select the section needing changes in the View Order box to be taken directly to the screen needing updating, or
2. You can use the Back button
3. Once order is complete, select Save and Submit

1. Upon selecting Save and Submit a pop-up box with Order Agreement Terms will appear. Please read the terms of this order
2. Select Ok to continue
3. Select Cancel to cancel order submit

You will see a pop-up notice at the bottom of the screen that says Successful Submission when order is placed successfully.

Access the group level in BroadSoft using your admin account

On the left hand channel bar select "Services"

Select the "Trunk Group" hyperlink

You will see a list of the trunks that have been set up for the customer

If you have only one trunk you will see just one listing

If you have multiple trunks select the trunk to add the numbers

Select the hyperlink for "Trunk Group User Creation" on the right hand side

Select "Add Using DNs"

You will now prepare the job that builds the trunk users

1. Name the task (Note: name can by anything, i.e. "DID order date")
2. From the drop down under User ID Format select National DN
3. From the drop down for Line/Port Format select National ND
4. Move the DID's from the Available Ranges across to Assign to Trunk Group by selecting the DID then selecting Add. Repeat until DID is in the Assign to Trunk Group box
5. Move the Enterprise Trunk Service Pack from Available Service Packs to Assigned Service Packs by selecting the Service Pack then select Add

Once you have completed these steps so that your screen looks like the screen shot below, click the "OK" button on the top left of the window. This will start the trunk group user creation job which will take between 5 and 10 minutes to complete

Once the job runs you will see a "Completed" status in BroadSoft under the "Trunk Group User Creation" tool (Note: You will need to refresh the page in order to see status change)

Activate the numbers in BroadSoft

1. On the left hand channel bar select "Resources"
2. Then on the right hand side select "Activate Numbers"

You will now be on a screen that shows you all the activated numbers

1. You can sort this list to find the number you need to activate by clicking on the "Activated" hyperlink. The numbers that have not been activated will appear at the top of the list
2. Once you find the number(s) to be activated, you need to activate it by clicking on the number

Follow the screen prompts to activate the number(s). When finished, select "OK"

In the event you backordered DID's

When you place an order which includes a backorder, the system creates a ticket which is sent to the BluIP Provisioning Department to be processed and also sends an email to notify the partner.

Each time a ticket is updated, the system will send an email notification. Tickets are also available for viewing at the customer level by selecting the Tickets tab in Orion.

Tickets remain in the account forever, however after 7 days with a status of "resolved" the ticket will be closed. To view closed tickets, filter the Ticket list by selecting "Ticket Status" and filter by typing in "Resolved" in the drop down box.

The Provisioning Department will order the DID's from one of our providers and add to BroadSoft

Once the number(s) are added, the Provisioning Department will update the ticket and the system will send the Partner an email with the DID number(s) that were added

It is now the Partner's responsibility to configure the number(s) in BroadSoft following the steps above in Section 2.