Prepare Sales Orders for Redesigned Pages

Use the Prepare Sales Orders for Redesigned Pages scheduled process so you can display and manage sales orders on redesigned pages, such as the Sales Orders page.

When to Use

You can use the Manage Orders page or the Sales Orders page to manage your orders. The Sales Orders page has some features that the Manage Orders page doesn't have that you might find useful, such as sorting search results.

The redesigned pages reference some database columns that have specific requirements, such as correct, unique identifiers and cross-references. This scheduled process makes sure that each sales order you import has the data that the database needs to display the order on redesigned pages. This isn't transactional data, so it's transparent to you and you don't have to worry about managing it.

You must opt in to the Redwood: Create and Manage Sales Orders feature first, and then run this scheduled process.

Privileges Required

• Prepare Sales Orders for Redesigned Pages (FOM_PREPARE_SALES_ORDERS_FOR_REDESIGNED_PAGES_PRIV)

Allows you to run a scheduled process that prepares sales orders so you can display and manage them on redesigned pages.

Specifications

Use these specifications when you run the scheduled process.

Specification	Description
Job Type	Not scheduled, or scheduled or as needed.
Frequency	Depends on the page that you will use to create sales orders: Only the Sales Orders page. Run it only when you opt into and implement the Redwood: Create and Manage Sales Orders feature. The redesigned Sales Orders page and the old Create Order page. Run it on a schedule, and set the schedule according to how frequently you need the latest data on the Sales Orders page. For example, if you use both pages throughout the day, then run this scheduled process one time each hour or more frequently. The Sales Orders page will display sales orders that you create on the Create Order page only after you run the scheduled process.
Time of Day	Any time, but we recommend you run it when there's not a lot processing going on. For example, 2:00 A.M.
Duration	Varies, depending on the number of orders to prepare.
Compatibility	You can run only one instance of this scheduled process at a time.

Parameters

Use these parameters to filter the data that the scheduled process will look at.

Parameter	Description
Simulate	Set a value: Y. Determine the number of sales orders that are eligible. The scheduled process won't actually prepare any sales orders. N. Prepare all eligible sales orders.
Order Status	Set a value: · Open. Prepare all sales orders that are aren't in Closed status. · Closed. Prepare only sales orders that are in Closed status. · Open or Closed. Prepare all sales orders.
Ordered Date's Age	Number of days starting with today and counting backward. It identifies the sales orders that you want to display on redesigned pages. Assume today is August 20. If you set Ordered Date's Age to 10, then the scheduled process will prepare each sales order that contains an ordered date that happens starting on August 11, up through August 20.
From Ordered Date To Ordered Date	See Guidelines for Using Scheduled Processes in Order Management
Number of Child Processes	Number of child processes to run for each instance of Prepare Sales Orders for Redesigned Pages. Comes predefined with a default value of 4. The minimum value is 1. The maximum value is 16.

Use this approach when you run this scheduled process:

1. Simulate the scheduled process at least one time before you actually prepare sales orders.
2. Examine the log to see how many sales orders are eligible.
3. If less than 5,000,000 sales orders are eligible, then run it again with your current parameter settings but with Simulate set to N.

If more than 5,000,000 sales orders are eligible, then you'll need to run it more than one time. Adjust your parameters so they filter the number orders that you'll prepare on each run. For example, assume the log says 6,000,000 sales orders are eligible. You can use the ordered date parameters to filter them. Assume you have sales orders that date back two years, starting today, August 1, 2024. Set these values:

Parameter	Description
From Ordered Date	August 1, 2023
To Ordered Date	August 1, 2024

Simulate the process then examine the log. Assume the log says 4,000,000 orders are eligible. Set the Simulate parameter to N, then run it again.

Simulate the process again but set these values:

Parameter	Description
From Ordered Date	August 1, 2022
To Ordered Date	August 1, 2023

If all went as expected during the first run, then the log will say 2,000,000 orders are eligible, and you can run it again with Simulate to N to prepare your remaining orders.

Troubleshooting Information

If the scheduled process encounters a technical problem, then it might prepare only some of the eligible orders. If this happens, don't modify any parameters and run it again. The scheduled process will attempt to prepare the remaining eligible orders.