customerOrderListOptions

Note: This option is available only if you have authority to the Contact Center Order Entry (CCOE) menu option. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option and for a user class in the Work with User Classes (WUCL) menu option.

Use the Prompt to Join Loyalty

Loyalty prompt options: A prompt to join loyalty is displayed below the customer’s name and customer number, providing the following options:

• Never: Do not ask the customer again about joining loyalty. In this case, Order Management System sends a Customer Engagement Update Customer Request to update the ORCE_LOYALTY_PROMPT_ATTRIBUTE setting for the customer to FALSE so that Order Management System will not prompt the customer again to join the Loyalty program.

• Not Now: The customer is not joining loyalty now, but can be prompted again in the future. Order Management System does not send an update to Customer Engagement.

• Enroll: Enroll the customer in loyalty. See Updates at Loyalty Enrollment for information on the updates that take place when the customer enrolls.

Displayed when? The prompts are displayed only if:

• the ORCE Customer Integration (L37) system control value is set to INTERACT, and

• the Use ORCE Loyalty (M06) and Prompt to Join Loyalty (M07) system control values are selected, and

• the customer has an ORCE customer ID and is not already a loyalty member, and has not previously requested to stop prompting for loyalty membership, such as by selecting the Never option at the prompt.

Prompt wording: The ORCE_LOYALTY_REG_MESSAGE property (PROP) defines the wording of the prompt message.

You can also enroll the customer in loyalty through the process described under Enroll the Customer in a Loyalty Program if the customer is not already enrolled.

Update Customer Information

Select the Edit option to open the Edit Customer (Sold-To) Information panel.

Note: This option is available only if you have authority to the Enter/Maintain Orders (OEOM) menu option. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option and for a user class in the Work with User Classes (WUCL) menu option.

Call the Customer’s Phone Number

Select the Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note: This option is available only if hyperlink configuration is selected for the Phone field in the Work with Contact Center (WWCC) menu option. In addition, the Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Email the Customer

Select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note: This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Review Frequently Purchased Items

Click Frequent Purchases in the Purchases customer summary tile to open the Frequently Purchased Items Panel Fields. This option is available only if there is a record of orders for the customer in Customer Engagement and the ORCE Customer Integration is enabled.

Review Registries or Create a Registry Order

Click Registries in the Purchases customer summary tile to open the Registries panel. This option is available only if the ORCE Customer Integration is enabled, there is a record for the customer in Customer Engagement, and the Use ORCE Registries (M26) system control value is selected.

If the customer has more than one registry: Select a registry to display the fields and options for that registry. You can select Return to Registries at the top of the panel to return to the Registries panel, displaying all registries for the customer.

Registries are displayed here only if they have been published in Customer Engagement, and the current customer is the owner of the registry.

Registry options: When a single registry order is displayed:

• Filter the items on the registry: Enter a full or partial item code or description to restrict the displayed registry items.

• Create a registry order: Select Create Registry Order to advance to the Customer Information (Order Entry Step 2) step in order entry and create an order for the customer that includes one or more items in the registry. Note that the options in order entry are different when you are creating a registry order.

Available when? This option is available only if the displayed registry includes at least one item that is available to sell in Order Management System (that is, not a Store only item). See Order Entry for additional required system control values and other settings. The Create Registry Order option is also not available if you currently have order entry open in another tab, regardless of whether the order is for the currently displayed customer.

When would you create a registry order? You might create a registry order if:

• A customer wants to purchase items on their own wish list. For example, a customer might create a wish list for items needed for the first semester at college.

• A customer wants to purchase items remaining on a registry after the event occurs. For example, after a baby shower, the customer might want to purchase additional remaining items that were not given as gifts at the shower.

Sort Listed Orders

You can sort on any column in the Orders table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Orders first display in the Order List table in descending order date, ascending order number sequence.

Column Sort by Activity

Activity sorted in descending sequence sorts by:

• Return alone

• Exchange, Return

• Exchange alone

• Backorder, Return

• Backorder, Exchange, Return

• Backorder, Exchange

• Backorder alone

• No activity

Activity sorted in ascending sequence sorts by:

• No activity

• Backorder, Exchange, Return

• Backorder, Exchange

• Backorder, Return

• Backorder alone

• Exchange, Return

• Exchange alone

• Return alone

Filter Displayed Orders

The Customer Order List page displays the first 15 records matching your search criteria from the Search for Orders or Customers page when you search based on customer-related criteria.

The page provides an entry field below the Order List panel with the message Type to filter. You can further refine the orders displayed in the Orders Table Fields by entering one or more search terms found in any of the fields displayed in that table.

Example: Enter Washington. The displayed results include orders for recipients whose names are “Washington,” as well as customers whose addresses include “Washington” in the street address or city. Next, enter George. Displayed results are now further restricted to orders that include “George” in any of the fields displayed in the Orders Table Fields, provided the orders also include “Washington.”

Matching records need to contain the search term, but do not need to start with the search term. For example, both 123.45 and 23.45 are matches for a search term of 23.

Filtering is across all results: The filtering is not restricted to the orders displayed on the first page of results. For example, if the only order matching your entry is on the third page of results, this order is displayed.

Additional information on filtering:

• Only fields displayed at the Orders Table Fields are available for filtering. For example, you can filter based on the order status, total, or recipient, because this information displayed, but you cannot filter based on an item on the order.

• You can enter an order status, such as Closed, to filter the results to include only closed orders.

• You can enter an order activity, such as Backorder or Return, to include only those orders that have had that activity.

• You cannot filter by:

• The description of the order type.

• The recipient customer’s company name, even though it is displayed.

• Filtering is not case-sensitive. For example, you can enter closed or CLOSED to display closed orders.

• To filter based on order date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for an order date of August 27.

• You can filter based on numeric fields to display partial matches. For example, if the order total is 200.98, you can enter 200 or 98 to include the order in the search results.

Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.

Select an Order for Review

Select the Order Number link to advance to the Order Summary page for the order in a new tab.

Note: A link is not available if the order’s status is Error or Suspended.

Review Items Sold to or Returned by the Customer

Select the Purchase History tab to advance to the Customer Purchase History List, where you can review order information sent from Customer Engagement. This tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT.

Review Items Purchased by the Customer

Select the Items option to switch to the Customer Items List for the customer.

Review or Work with Loyalty Cards, Programs, or Awards for the Customer

Select the Loyalty option to switch to the Customer Loyalty List for the customer.

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