Working with Bulk Orders

This chapter provides an overview of bulk order enablement, and discusses how to:

Implement bulk order functionality.
Create bulk orders.

Understanding Bulk Order Enablement

Bulk order functionality allows a customer service representative (CSR) to place single orders for multiple recipients as part of a single transaction. For example, a department manager in a company may want to order twenty office phones, one for each of their direct reports, and have each phone shipped directly to their employee. They can now perform this function using bulk order creation without having to enter separate orders for each recipient.

Note. Subsequent to order submission, Order Capture creates orders for each of the recipients. These orders can later be maintained and fulfilled individually.

Bulk ordering allows you to perform the following tasks in Order Capture:

Create bulk orders directly from the main CRM menu.
Take orders for multiple recipients within an organization. These selections are based on the Relationship Hierarchy for a customer.
Specify more than one order (create multiple orders) per recipient.
Create a master order that is associated to numerous recipient orders, and view a summary of all recipient orders associated with a master order.
Copy attribute and configuration information from the master bulk order to recipient orders.
Apply discounts (pricing rules) at the master order level.
Perform hold processing and validation routines normally associated with regular orders.

Note. Bulk order uses a hold condition where recipients have not been specified for the recipient orders.
Default account information for customers selected in the communications industry.

Implementing Bulk Ordering

This section discusses how to:

Define bulk order business unit options.
View or edit bulk order header statuses.
View or edit bulk order hold codes.
Enabling bulk order hold processing.

Page Used to Implement Bulk Ordering

Page Name	Object Name	Navigation	Usage
Order Capture Definition	BUS_UNIT_RO1	Set Up CRM, Business Unit Related, Order Capture Definition	Define bulk ordering defaults for your business unit in the Bulk Order group box.
Header Statuses	RO_DEFN_HDSTAT	Set Up CRM, Product Related, Order Capture, Setup Workbench, Capture Setup Tables Click the Header Statuses link on the Capture Setup Tables page.	View or edit bulk order header statuses.
Hold Codes	RO_DEFN_HOLD	Set Up CRM, Product Related, Order Capture, Setup Workbench, Capture Setup Tables Click the Hold Codes link on the Capture Setup Tables page.	View or edit bulk order hold codes.
Hold Processing	RO_TYPE_HOLD	Set Up CRM, Product Related, Order Capture, Capture Type Workbench, Type Definition Click the Hold Processing link on the Type Definition page.	Enable the bulk order holds for an Order Capture capture type, such as order or quote.

Defining Bulk Order Business Unit Options

Access the Order Capture Definition page.

Bulk Order

On the Order Capture Definition page you will plug in relationship views for both consumers and organizations. Your master order/recipient order relationships are determined by the relationships you have established in the Relationship Viewer. Therefore, you must first define your relationship views in Set Up CRM, Common Definitions, Customer, Configure Relationship Views.

Consumer Hierarchy	Select a relationship view for a single consumer, or contact. This will determine all of the possible bulk order recipients at runtime by automatically populating all of the child relationships for the parent chosen here.
Organization Hierarchy	Select a relationship view for the company, or organization. When the end user enters a company name, it will prompt against the table you select here to determine the child relationships available.
Multiple Orders Per Recipient	Select this check box if you want to allow single recipients to receive more than one order. An Order field appears on the runtime page, allowing you to enter the number of orders you want to specify per recipient.

Viewing or Editing Bulk Order Header Statuses

Access the Header Statuses page.

There are two statuses specifically for bulk orders: Generating, and Generated.

Generating

Change the Description name or select the Allow Manual Change to Status check box to allow the CSR to manually change the header status during bulk order entry.

This header status indicates that Order Capture is in the process of generating recipient orders. This status appears when the CSR clicks the Generate Bulk Order or Submit Order buttons on the Summary page.

Generated

The Generated status indicates that the recipient orders have been generated.

Viewing or Editing Bulk Order Hold Codes

Access the Hold Codes page.

There are two holds for bulk orders. These are:

No Recipients Selected

The NRECI hold code applies to any bulk orders where no recipients have been defined.
No Recipient Accounts

In communications-specific transactions, the NRACTS hold code causes a hold on the bulk order if no recipient accounts have been selected for billing purposes.

Enabling Bulk Order Hold Processing

Access the Hold Processing page.

Select the Enabled check box to activate either of the two bulk order hold codes on the Hold Processing page.

Creating Bulk Orders

This section provides an overview of bulk order creation, and discusses how to:

View and edit bulk order business projects.
Select multiple recipients for bulk orders.
Add recipients.
View recipient orders.

Understanding Bulk Order Creation

CSRs can create bulk orders in one of two ways:

Create a regular order and then convert the order to a bulk order.

Click the Convert to Bulk Order icon on the Entry Form page to convert a regular order to a bulk order.
The menu option, Create Bulk Order, is accessible from the primary CRM navigation, Orders and Quotes, Add Bulk Order. When CSRs click this menu option, they will go to the Entry Form page in Order Capture. However, the interface displays a new section appropriate for entering bulk ordering information.

Pages Used to Create Bulk Orders

Page Name	Object Name	Navigation	Usage
Business Project	RC_BUS_PROCESS	Set Up CRM, Common Definitions, Business Projects, Business Project	View the business projects for bulk orders.
Entry Form	RO_FORM	Orders and Quotes, Add Bulk Order, Bulk Order	Create a bulk order.
Hierarchical View for Customer	RO_BULK_CUST_SEC	Click the Select Multiple Recipients link on the Entry Form page.	Select multiple recipients for the bulk order.

Viewing and Editing Bulk Order Business Projects

Access the Bulk Order page.

PeopleSoft delivers two business projects for bulk orders:

Submit Bulk Child Orders business project (BULK_ORD_SUBMIT)

This business project both generates and submits all recipient orders for processing.
Bulk Order Generation business project (BULK_ORD_GEN)

This business project generates recipient orders from the list of recipients on the bulk order. It is invoked when you click the Generate Bulk Order button on the Entry Form. Note that unlike the other business project, it does not submit the recipient orders for processing.

Selecting Multiple Recipients for Bulk Orders

Access the Entry Form page: Customer group box.

Enter or select the Customer and Contact information for the bulk order. Then, click the Select Multiple Recipients link to access the Multiple Recipients page and select all the child recipients for the bulk order.

Adding Recipients

Access the Hierarchical View for Customer page.

Based on relationship views, you can select the child recipients for the bulk order here. The Filter field allows you to narrow your search results with specific name parameters, thereby restricting the search results. From the Search Results tree view on the left, click the Add button to create a list of actual recipients.

If multiple orders is enabled (by selecting the check box on the Order Capture Definition page) then the number of orders for each recipient could be entered separately in that field. Once all recipients have been selected, return to the main order entry form page to save or submit the bulk order.

Viewing Recipient Orders

Access the Entry Form page: Recipient group box.

On this page, you can view the Recipient Orders group box, and drill into the recipient orders.

Generate Recipient Orders

Click this button at the foot of the page to create recipient orders without submitting them for processing. These then become New recipient orders. You may want to use this option if you want to navigate to a specific order and change it.

Note. After generating recipient orders, but prior to submitting them, CSRs can edit the recipient orders and all of the changes are applied.

Submit Recipient Orders

Click this button to both generate and submit all recipient orders for processing.

Note. If you are integrating to PeopleSoft Order Management (SCM), you must define a Sold To relationship for companies and their contacts in the relationship hierarchy, otherwise recipient orders go on Hold. You can inactivate the Hold condition from the Capture Type workbench. The same hold condition principle applies for both Bill To and Ship To relationships.