Purpose: Use the Order Maintenance function to update an existing order by:
• Changing customer, order, item, or payment information
• Adding a recipient order
• Adding a payment type
• Adding an item
• Canceling an item
• Canceling an order
• Returning an item
• Returning an order
• Exchanging a line
• Holding a line
• Releasing a line
Additionally, you can select this option to review order history.
You can maintain orders only if they have been accepted (and processed).
In this chapter:
Order Maintenance allows you to perform most Order Entry functions and offers these features:
• Uses a similar screen layout as Order Entry, and provides the function keys to cancel, return, review order history, etc.
• Enables you to accept or reject your changes to an order; if rejected, the system resets the order to the same condition prior to Order Maintenance
• Logs all order updates by date, time, maintenance activity, and user ID
• Lets you reopen a closed order by adding new items to the order
• Lets you perform a return on a shipped order line
• Lets you change the source code on the order only if the new source code uses the same freight and pricing methods as the original source code
• Prohibits more than one user from maintaining an order
• Lets you place an order on hold
• Automatically updates order status if the order becomes eligible for release or hold following maintenance
• Automatically generates a refund or credit if maintenance activity changes order totals appropriately
• Displays unresolved action messages for a customer
Order Maintenance does not:
• Display Promotional pricing pop-up windows
• Perform promotional pricing to add incentive items or discounts to the order unless you use customer price group pricing
• Let you change an item detail line if shipments have been made against the line or if the line has been canceled
• Let you change a payment method if it has been charged
• Let you change a source code to a source code for a different offer
• Let you change the source code on the order or the item detail line if shipments have been made for the order
• Let you change the customer sold-to or ship-to number
• Let you maintain an order until the system has completed processing a return, exchange, cancellation or shipment (order is being billed). The system displays a message such as:
Order #xxx in use by RA/Billing.
In general, after you maintain an order the system:
• recalculates the order totals and adjusts demand totals (number of orders) appropriately
• performs credit checking to place the maintained order on hold, if the maintenance results in some type of hold condition
• submits the order for credit card authorization if you change or add credit card pay type information; this ensures that the new order total is authorized
Controls the Ability To:
maintain any order, subject to the additional secured features listed below
maintain an order, including a ship-for-pickup order or a brokered backorder, with a printed quantity on any order line
Note: Does not control access to retail pickup or delivery orders or prevent you from canceling a store pickup order.
maintain a retail pickup or delivery order
Note: If you have authority, you can process a sellout or return, or add a payment method to a retail pickup or delivery order sent from the Order Broker. However, you cannot perform any other updates to a retail pickup or delivery order regardless of your authority.
cancel a retail pickup, delivery, or store pickup order, or a brokered backorder
Maintaining a regular or ship-for-pickup order: The following chart summarizes the authority required to maintain a regular or ship-for-pickup order:
Maintaining a retail pickup or delivery order: The following chart summarizes the authority required to maintain or cancel a retail pickup or delivery order:
Canceling a store pickup order: The only possible maintenance of a store pickup order is to cancel it. The following chart summarizes the required authority.
Maintaining an order that includes any brokered backorder lines: The following chart summarizes the authority required to maintain an order that includes any brokered backorder lines:
For more information: See: