Confirming the completion of the new customer order

Last published : Apr 17, 2026
For production customers you must submit a confirmation when you have completed the ERP order that is associated with the provisioning of the customer.
Note: If the order is for both AdvisorMail and Arctera Insight Archiving, you must complete the AdvisorMail part of the order in addition to the Arctera Insight Archiving part, before you perform this confirmation step.
To confirm the completion of the new customer order
  1. In the left navigation pane of Archive Administration Console, select Customer Service>Customers. Then select the required customer from the customer list, to display the Company Details page.
See Finding a customer in the customer list.
  1. Select the Transaction ID Confirmation tab in the main pane.
  2. Enter the ERP system Transaction ID for the completed customer order.
  3. Enter the Arctera Insight Archiving user name for the customer.
  4. If the order included AdvisorMail in addition to Arctera Insight Archiving, enter the AdvisorMail user name, otherwise leave the AdvisorMail user name box empty.
  5. Click Submit to submit the transaction confirmation.
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