) for the message to open the Order Line Message window, where you can edit any fields for the existing message.Purpose: In addition to reviewing order line details, you can perform the following actions on the Order Line Details page.
Order Line Actions:
• Review, Change, or Delete Personalization Details
• Sort Order Line Activity Records
• Filter Gift Card Detail Records
• Update an Order Line Message
• Delete an Order Line Message
Order Actions:
• Review or Work with Order Messages or Order Notes
• Review Refunds and Returns for the Order
• Review Invoices for the Order
For more information:
• Order Line Details for an overview of the Order Line Details page.
• Fields on Order Line Details for a description of the fields on the Order Line Details page.
Review, Change, or Delete Personalization Details
In the Item Information Panel, select the Personalization (Special Handling) link for an item to advance to the Personalization Information window.
Note: The Personalization field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Sort Order Line Activity Records
You can sort on any column in the Order Line Activity 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.
Order line activity records first displays in this table in descending activity date, ascending activity type sequence.
You can sort on any column in the Inventory Information 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.
Item Warehouse records initially display in this table in descending quantity available sequence.
You can sort on any column in the Gift Card Details 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.
Gift cards first display in this table in ascending gift card number sequence.
Based on the user’s authority under the Display Full Gift Card Number (B26) secured feature, only the last four digits of the number may be displayed.
Filter Gift Card Detail Records
The Order Line Details page displays the first 15 gift card details for the order line.
The page provides an entry field below the Gift Card Details panel with the message Filter results. You can further refine the gift card details displayed in the Gift Card Details Table by entering one or more search terms found in any of the fields displayed in that table.
Example: Enter 500. The displayed gift card details include only those that include 500 in the amount or the last 4 positions of the gift card number. Next, enter a date of 1/28. Displayed results are now further restricted to gift card details that include both search criteria.
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 gift card details displayed on the first page of results. For example, if the gift card detail matching your entry is on the second page of results, this detail is displayed.
Additional information on filtering:
• Only fields displayed at the Gift Card Details Table are available for filtering.
• To filter based on issued date or email sent date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for a message entered on August 27.
Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.
Click Add Order Line Message above the Order Line Messages Table to open the Order Line Message window.
If you have authority under the Modify Existing Messages (A30) secured feature, you can edit a message in the Order Line Messages Table.
Optionally, select Edit from the actions menu () for the message to open the Order Line Message window, where you can edit any fields for the existing message.
If you have authority under the Modify Existing Messages (A30) secured feature, you can delete a message in the Order Line Messages Table.
Optionally, select Delete from the actions menu (
) for the message. The message is deleted immediately.
You can sort on any column in the Order Line Messages 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.
Order line messages first display in this table in descending message date sequence.
The Order Line Details page displays the first 15 order line messages for the order line.
The page provides an entry field below the Order Line Messages panel with the message Filter results. You can further refine the order line messages displayed in the Order Line Messages Table by entering one or more search terms found in any of the fields displayed in that table.
Example: Enter pick slip. The displayed order line messages include only those that are flagged to print on the pick slip, or that include the words “pick slip” in the message. Next, enter a date of 1/28. Displayed results are now further restricted to order line messages that are both flagged to print on the pick slip and were entered on January 28.
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 messages displayed on the first page of results. For example, if the only order line message matching your entry is on the second page of results, this message is displayed.
Additional information on filtering:
• Only fields displayed at the Order Line Messages Table are available for filtering.
• Filtering is not case-sensitive. For example, you can enter pick or PICK to display messages flagged to print on the pick slip.
• To filter based on entered date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for a message entered on August 27.
Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.
You can sort on any column in the Item/SKU Comments Panel 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.
Item/SKU comments first display in this table in descending comment sequence. Any comments entered at the SKU level display for a SKU’d item; if there are no SKU-level comments, the item-level comments display.
The Order Line Details page displays the first 15 item/SKU comments for the item on the order line. Only item/SKU comments that are flagged to display in a window are shown.
The page provides an entry field below the Item/SKU Comments panel with the message Type to filter. You can further refine the item/SKU comments displayed in the Item/SKU Comments Panel by entering one or more search terms found in the Comment field.
Filtering is across all results: The filtering is not restricted to the item/SKU comments displayed on the first page of results. For example, if the only item/SKU comment matching your entry is on the second page of results, this comment is displayed.
Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.
Review or Work with Order Messages or Order Notes
Select Messages at the top of the page to advance to the Messages page for the current order.
Select Order Summary at the top of the page to advance to the Order Summary page for the current order.
Select Order Activity at the top of the page to advance to the Order Activity page for the current order.
Review Refunds and Returns for the Order
Select Returns/Refunds at the top of the page to advance to Returns/Refunds page.
Select Invoices at the top of the page to advance to the Invoices page.
Select Unlock Order above the page or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.
Note: This option displays only if you have locked the order in the current session; it does not display if another user has locked the order. In this case, you can use the Unlock Order option if you have the required authority.
For more information: See Maintaining an Order for more information about locking and unlocking an order.
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