Redwood Search and Mass Actions

Hello everyone. In this session, we will look at the Redwood Search and Mass Actions feature that is offered by Order Management in 24D release. This feature is based on Oracle's new elastic cloud platform, which offers customers a modern search experience which is based on keywords, filters, and providing a lot of configuration capability, and delivering a modern and the much more performant search experience. So let's have a look at the functionality in detail.

So right now I have just signed in the application, and I'm in this all applications work area which I have access to. I can click on the Order Management work area tab, and you would see that I'm being navigated to the Quick Actions menu.

I can click on show more, and I will click on this new quick actions that is offered for the search experience is called Sales Orders New. Once I click on the Sales Orders New, I'm being navigated to the sales orders search work area. So let's look at the overall user interface for this particular UI.

To start with, in the bottom, you will see two tabs. One is Sales Orders, another one is Sales Order Lines. They are completely different searches in terms of the overall search experience. The order search can be completely different keywords or attributes or filters and results, whereas Sales Order Line can have its own set of attributes, filters and facets. So they are completely different. They are not interlinked searches. And the third tab that you see is for the action status we will look at once we look on the mass actions functionality.

Now on the top, you would see that I have a search bar. And then down below I have some filters which are more commonly used filters like customer, warehouse, order status. So they are called filter chips.

I also have this filters button. When I click on that, I am being navigated to more filters that are offered, and they are grouped by filter groups. So if you see here, I have order attributes, I have status attributes, I have shipping attributes and all of that.

Now, on the top that you see, you also have this icon that takes you to the saved search functionality, so you can create new search, edit a search, and based on whatever filter criteria that you want to do, you can actually create a saved search based on whatever combinations of filter you use every day.

And then you can also share that search. You can mark that search as the default as well as you can also enable that as a system search so that it is available for all the users if you have the privilege.

Now let's look at the search results area. Before we go there, you also have an ability to create a sales order right from here where you see this create order button. Now in the search results area, you would see that each column has sortable buttons. You can sort each of the column that you have.

You also have a sort by relevance, so elastics, assigns, and weight or rank for each record based on the search criteria. And that is what the relevance for our results for that specific search criteria that you enter. So if you want, you can also search by relevance that is being there.

Out here you see the download of search results, and then you also have column selector, whether you want to show something or hide something from the search results column.

Now, let's look at t some of the search filters and how the keywords behave. So on the top bar that you see, I can enter a keyword. Let's enter a keyword, let's say the computers service. And you would notice that the results are shown based on whatever the matching tokens I have for the keyword.

You would notice that I don't have computer service, but I'm still shown being this record where I don't see where exactly is the computer service is matching. I can look into this record, so when I click on that at the order number, I'm being navigated to the order record. And you would notice that this item name itself has computer description, also has computer.

So the criteria that we had entered has matched against item or item description, and that is how that particular specific results was displayed to us as part of the keyword search results. So the moment you enter a keyword, it is matched against all the keyword enabled attributes, and those results will be brought back here.

Then look at some of the filters. In each of the filters, we have a list of values. So, for example, the customer filter shows me top 10 customers which have, based on the number of orders, records that they have.

I can have some of the date filters. For example, if I have a date for, let's say, shipping, I can choose a specific date range criteria. If I have an amount-based filter, for example, I have a total filter, I can choose whether the amount is between, not between, blank, equal to, and all of that. So it does provide a lot of robust capability for you to filter based on variety of things.

Then I can also click on some of the records that I'm keen, and I can download those records for any of the offline processing that I have. So you would notice that I have selected these records and I could download those records along with all the attributes that were visible.

Now, since we have seen most of the search things, let me navigate to the sales order lines tab. Lines also, in terms of search experience, offers a very similar search experience, except that this is geared toward searching for sales order lines. So whatever criteria you enter, let's say you enter an item or you enter a customer, ultimately, what you're going to find is sales order lines across the orders. That's the beauty of this particular whole functionality that we are delivering.

Other things remain very much similar. You have saved search, you have sort by, you have download your column selector, filters and all of that. So I'll not get into the details for those. But now let's look at some of the mass actions that we offer as part of this particular feature.

So back into the sales order search, and let me clear out the keyword filter. I'm keen to look for all the AT&T orders which are in draft status, and I review these orders and let's say some of these, I want to submit. So let's say I, out of 70, I have reviewed these 8 orders, and now I can do a mass submit of those orders.

So before I click on the submit process, the submit, I'll just talk you through the various actions. So we have submit, reprice, cancel on the order header. We have some more actions here, apply hold and release hold also, on the sales orders, whereas on the sales order lines, we have additional set of actions which are specific to the lines.

So you would notice that I have update lines, which is the mass update functionality, cancel lines, I have apply hold release, hold release, pause schedule and unschedule. So let's quickly have a look at how this whole mass action process behaves.

So again, I am selecting those seven records, or let's say eight records. I click on submit, and you would notice that there is a process ID which is shown as here is a toast message. You don't need to worry about the toast message. You can actually go to the action status, and you would see that there is a process that has been launched which is in progress with this particular process ID, and its action type is submit order. There are total eight records. It was submitted on and submitted by my logged-in user.

While it is in progress, I can actually go into the process and see what is happening with each individual records. So if you see here, we had eight items or eight orders that we submitted, out of which I see that five have passed completed, and there are three records that failed.

And then there is a problem description shown for what exactly has happened with that particular order. You can open the order and review it further. So just to give you an idea, I mean, we do give you that functionality of each individual record, what has actually happened with that particular process.

So let's see. I'm again back to the action status, and you would see that overall process that we launched, it has actually completed with errors. It had total eight records, out of which five records were successful and three records failed for this particular submit action.

In a similar way you can launch any of the actions that we offer, we will all have very similar behavior in terms of the processing. You will have a reprise order or cancel line or schedule or on schedule or release hold or apply hold and all of that. So you can perform any of the operations that we allow as a mass action.

So that is what I wanted to give you an overview. Before I sign off, I want to give you that do refer to the documentation for details. There's one important thing that I want to highlight is as part of this particular feature for search, we do offer a complete configuration of the search experience. What that means is as a user or as a business, you can select, which attributes do you really want to be part of the search experience.

For example, our order type is something that I don't or you don't want to deal in. You can completely disable this attribute from the overall search experience. Similarly, you can also choose which attribute should participate in the keyword search. You can choose which attributes should actually be filters, and if at all, whether they should be participating in the display, or if at all in the display, what order and where exactly they appear.

So we do provide a complete configuration capability. You can watch the video of demos for much more details or you can read through the 24D published documentation to get more details about the feature. That is where I will stop for today. Thank you.