Edit Personalization Information Options

Purpose: You can perform the following actions on the Edit Personalization Information window.

•         Update Custom Personalization Information

•         Update Standard Personalization Information

For more information:

•         Edit Personalization Information for an overview of the Edit Personalization Information window.

•         Fields on Edit Personalization Information for a description of the fields on the Edit Personalization Information window.

Add personalization: To add personalization for an order line, select the Personalize option for an order line in the Order Lines Panel on the Order Summary page. You can also add personalization in Order Entry. See Add Personalization for more information.

Update Custom Personalization Information

1.      Optionally, update the Personalization Charge (Personalization (Special Handling) Charge).

•         This field displays only if a Special Handling Price is defined for the item offer or SKU offer.

•         You can update the personalization charge only if you have authority to the Enter or Override S/H Price (B12) secured feature.

•         You cannot update this field in Order Entry.

2.      Optionally, update the Input Personalization (Special Handling) Custom Response for a custom label (Personalization (Special Handling) Custom Label).

•         The Input is a drop down box if a list of valid responses exists for the label. You must select a valid response from the list.

•         If valid responses are defined, the response description displays regardless of the setting of the Display Special Format Response Descriptions in Order Entry (E90) system control value.

•         For text input fields, you can enter upper and lower case text if the Enter Custom Special Handling in Upper and Lower Case (D65) system control value is selected.

•         If an input has been defined with a maximum amount of characters that can be used, the system displays the remaining number of characters allowed below the input field. The Include Spaces in Special Handling Edit for Maximum Characters (F80) system control value controls whether the system includes spaces in the number of characters of text used. For example, if this system control value is selected, and you enters Julie Marie in the text field, the system considers this name to be 11 characters. If this system control value is unselected, the system considers the name Julie Marie to be 10 characters.

3.      Optionally, update the Charge Personalization (Special Handling) Custom Charge for a custom label.

•         This field displays only if a Default Price or Default Price % is defined for the special format detail, the Feature/option field for the special format detail is selected, and a Special Handling Price is not defined for the item offer or SKU offer.

•         You can add or remove a charge only if you have authority to the Enter or Override Personalization Charge (A40) secured feature.

•         You cannot update this field in Order Entry.

4.      Select the Update option. The system validates your entries. An error message displays if:

•         You do not define a value for a required field.

•         You enter a negative number in the Charge field.

5.      If the updates are successful, the system returns you to the previous window and displays a message indicating the personalization was updated.

If the Evaluate Special Handling Charges by Order Line (D67) system control value is unselected, the charge for the special handling will be multiplied by the number of units ordered; otherwise, it will be added just once for each order line associated with custom special handling. The charge is added to the Personalization bucket of the order totals. For example, if the system control value is unselected:

•         Line 1: Item A1000 in blue, quantity 5: special handling charges = $25.00

•         Line 2: Item A1000 in red, quantity 1: special handling charges = $5.00

•         Total special handling charges = $30.00

Update Standard Personalization Information

1.      Optionally, update the Personalization Charge (Personalization (Special Handling) Charge). You cannot update this field in Order Entry.

2.      Optionally, update the Instructions Personalization (Special Handling) Instructions). Note that information added in the Classic View of Order Management System is all upper case, while information added in Contact Center can be upper and lower case. Also, instructions entered in the Classic View of Order Management System as separate lines are concatenated in Contact Center into a continuous line.

3.      Select the Update option. The system validates your entries.

4.      If the updates are successful, you return to the previous window, where a message indicates the personalization was updated.

If the Evaluate Special Handling Charges by Order Line (D67) system control value is unselected, the charge for the special handling will be multiplied by the number of units ordered; otherwise, it will be added just once for each order line associated with custom special handling. The charge is added to the Personalization bucket of the order totals. For example, if the system control value is unselected:

•         Line 1: Item A1000 in blue, quantity 5: special handling charges = $25.00

•         Line 2: Item A1000 in red, quantity 1: special handling charges = $5.00

•         Total special handling charges = $30.00

 

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