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Defining Bulk Order Business Unit Options

Access the Order Capture Definition - Internal page (Set Up CRM, Business Unit Related, Order Capture Definition, Order Capture Definition - Internal).

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 select Set Up CRM, then select Common Definitions, then select Customer, then select Configure Relationship Views.

Field or Control

Definition
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.

Access the Capture Setup Tables - Header Statuses Workbench page (Set Up CRM, Product Related, Order Capture, Setup Workbench, Capture Setup Tables Workbench. Click the Header Statuses link on the Capture Setup Tables Workbench page).

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

Field or Control

Definition
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.

Access the Capture Setup Tables - Hold Codes Workbench page (Set Up CRM, Product Related, Order Capture, Setup Workbench, Capture Setup Tables Workbench. Click the Hold Codes link on the Capture Setup Tables Workbench page).

There are two holds for bulk orders. These are:

  1. No Recipients Selected

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

  2. 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.

Access the Type Definition - Hold Processing Workbench page (Set Up CRM, Product Related, Order Capture, Capture Type Workbench, Type Definition Workbench. Click the Hold Processing link on the Type Definition Workbench page).

Select the Enabled check box to activate the bulk order hold code on the Hold Processing page.