Review and close fulfillment tasks
Review and update the fulfillment tasks that are associated with an order, or order orchestration plan, so that you can make sure that all tasks are properly completed.
Before you begin
Role required: order_approver, order_viewer, sn_ind_tmt_orm.order_fulfillment_manager, or sn_ind_tmt_orm.service_order_manager (for service orders)
About this task
If you encounter issues with resolving or completing an order task, you can create fallout records. Fallout records enable you to identify, investigate, and resolve order processing issues so that orders can continue processing through to completion.
When you create a manual fallout record, or an automated one is generated, the following occurs in the related order task:
- Its State field changes to On hold, with a comment on which logged-in user caused it to change.
- In the Activity section, a work order note indicates that the order task state has changed from its former state, usually In Progress, to On hold. A work order note with the message
A fallout record FOnnnn has been createdalso appears.
If you create a manual fallout record or an automated one is generated for order tasks, you can review and track all fallout records for a specific order. Use the Fallouts (n) tab (where n is the number of fallouts) that appears when you view the related customer or service order in the Customer Order form.
To learn more about order fallout, see Managing order fallout.
Procedure
-
Navigate to Workspaces > CRM Workspace .
-
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
-
Navigate to Order tasks.
- To view all open order tasks, select All.
- To view only the tasks that are assigned to you, select My order tasks.
-
Select the order task that you want to work on.
You can also directly access the task records for an order from the order orchestration UI. To learn more about accessing the UI, see Order fulfillment.
-
For each order task, set the status by selecting an option from the State drop-down menu and update the work notes, as required.
-
On the Order Task form, review the order task details and update as needed.
For information about the field descriptions, see Order Tasks form.
-
When you finish reviewing and updating the order task or encounter issues that are preventing its closure, perform one of the actions from the following table.
Action Description Save the updated order task Select Save. Delete the order task Select Delete from the more options icon [Omitted image "icon-three-dot-menu.png"] Alt text:. Create a fallout record Select Create Fallout from the more options icon [Omitted image "icon-three-dot-menu.png"] Alt text:. To learn more, see Create a manual fallout record.
Result
After your agents complete all fulfillment tasks for the entire customer order, the following actions occur:
- The State field for the customer order is automatically set to Completed.
- The State field for each of the individual customer order line items is set to Completed.
- Corresponding sold products or product inventory records are created depending on the configuration.
What to do next
Create MACD orders directly from the sold products. For more information, see Request post-sale change orders.
Parent Topic:Order fulfillment
Related topics
---
title: Review and close fulfillment tasks
description: Review and update the fulfillment tasks that are associated with an order, or order orchestration plan, so that you can make sure that all tasks are properly completed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/order-mgt-customer-order-tasks.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Order fulfillment, Order Management, Use, Sales Customer Relationship Management]
---
# Review and close fulfillment tasks
Review and update the fulfillment tasks that are associated with an order, or order orchestration plan, so that you can make sure that all tasks are properly completed.
## Before you begin
Role required: order\_approver, order\_viewer, sn\_ind\_tmt\_orm.order\_fulfillment\_manager, or sn\_ind\_tmt\_orm.service\_order\_manager \(for service orders\)
## About this task
If you encounter issues with resolving or completing an order task, you can create fallout records. Fallout records enable you to identify, investigate, and resolve order processing issues so that orders can continue processing through to completion.
When you create a manual fallout record, or an automated one is generated, the following occurs in the related order task:
- Its **State** field changes to On hold, with a comment on which logged-in user caused it to change.
- In the Activity section, a work order note indicates that the order task state has changed from its former state, usually In Progress, to On hold. A work order note with the message `A fallout record FOnnnn has been created` also appears.
If you create a manual fallout record or an automated one is generated for order tasks, you can review and track all fallout records for a specific order. Use the **Fallouts \(n\)** tab \(where n is the number of fallouts\) that appears when you view the related customer or service order in the Customer Order form.
To learn more about order fallout, see [Managing order fallout](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/fallout-management-overview.md).
## Procedure
1. Navigate to **Workspaces** > **CRM Workspace** .
2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.
3. Navigate to **Order tasks**.
- To view all open order tasks, select **All**.
- To view only the tasks that are assigned to you, select **My order tasks**.
4. Select the order task that you want to work on.
You can also directly access the task records for an order from the order orchestration UI. To learn more about accessing the UI, see [Order fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/reviewing-orchestration-plans-order-fulfillment.md).
5. For each order task, set the status by selecting an option from the **State** drop-down menu and update the work notes, as required.
6. On the Order Task form, review the order task details and update as needed.
For information about the field descriptions, see [Order Tasks form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/field-descriptions-order-task-form.md).
7. When you finish reviewing and updating the order task or encounter issues that are preventing its closure, perform one of the actions from the following table.
|Action|Description|
|------|-----------|
|**Save the updated order task**|Select **Save**.|
|**Delete the order task**|Select **Delete** from the more options icon \[Omitted image "icon-three-dot-menu.png"\] Alt text:.|
|**Create a fallout record**|Select **Create Fallout** from the more options icon \[Omitted image "icon-three-dot-menu.png"\] Alt text:. To learn more, see [Create a manual fallout record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-manual-order-fallout-record.md).|
## Result
After your agents complete all fulfillment tasks for the entire customer order, the following actions occur:
- The **State** field for the customer order is automatically set to **Completed**.
- The **State** field for each of the individual customer order line items is set to **Completed**.
- Corresponding sold products or product inventory records are created depending on the configuration.
## What to do next
Create MACD orders directly from the sold products. For more information, see [Request post-sale change orders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-macd-orders.md).
**Parent Topic:**[Order fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/reviewing-orchestration-plans-order-fulfillment.md)
**Related topics**
[Configuring Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/order-mgt-configuring.md)
[Order management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-order-management.md)
| title | Review and close fulfillment tasks |
| description | Review and update the fulfillment tasks that are associated with an order, or order orchestration plan, so that you can make sure that all tasks are properly completed. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/order-mgt-customer-order-tasks.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Order fulfillmentOrder ManagementUseSales Customer Relationship Management |