Overview
The Delivery Only order type is a restricted-use order type designed for specific pre-approved customers that require a unique billing workflow.
These customers typically:
Receive multiple device deliveries throughout the month
Sign paperwork once at the end of the period
Are processed through a separate reconciliation deal to finalize billing
✅ When to Use Delivery Only
Use Delivery Only only for the following approved customer accounts:
BECU (Boeing Employees Credit Union)
Nordstrom
OSU (Ohio State University)
PSJH (Providence St. Joseph Hospitals)
T-Mobile (Service Exchange stock bulk orders / special rental program)
🚫 When NOT to Use Delivery Only
This order type must NOT be used as a generic or catch-all option.
It is not allowed for:
Service swaps
Moves
No-charge (N/C) accessories
Re-deployments
Any standard or non-approved customer transactions
👉 These scenarios should be submitted using the correct order type (e.g., Move, Standard, Accessory Add-On, etc.).
⚠️ Important Compliance Rules
Delivery Only is restricted to the approved customer list only
Any proposal submitted under this order type for non-approved accounts will be returned to Sales
This is a controlled process tied to specialized billing workflows
🔁 Process Flow (High Level)
Sales Responsibility
Confirm the customer is on the approved Delivery Only list
Create the proposal using Delivery Only order type
Ensure:
Correct customer selection
Accurate delivery details
Notes clearly indicate Delivery Only use case (if applicable)
OSS (Order Support) Responsibility
Review Delivery Only orders during validation
Confirm the customer is on the approved list
If NOT approved:
Kick the proposal back to Sales for correction
Post-Delivery
Devices are delivered without full financial processing
A reconciliation deal is later created to:
Consolidate deliveries
Generate final paperwork
Complete billing
All delivery only SO's in EA are NOT billed out until the reconciliation order has been processed. The delivery only jobs are then compled in PREO and the job numbers are updated on the SO to the reconciliation job number.