68 Modern View Order Error Handling

Orders in an Error status, with a batch number associated, can now be deleted, edited for corrections, and resubmitted for processing through Modern View Order Summary. All order types allow editing if in an error batch.

Note:

Edit and delete actions are performed immediately upon confirming. Only when Unlock Order is clicked will the order be re-validated to remove individual errors.

A user must have ALLOW authority to the Allow Edit or Delete of Error Orders in Modern View (J11) secured feature, otherwise orders in an error batch are display-only.

A complete list of errors associated to the order can be viewed by clicking Error Details on the Order Summary tab. Each error type will identify a source for the specific level of error: Order, Ship-To Number or Ship-To Number and Line Number.

Errored orders can be reviewed and interactively worked through to fix the errors one by one.

• The single order can then be resubmitted or unlocked to re-validate for errors and if none, continue the order process and move to an Open status or refresh the error list.

  • The Edit/Accept Order Error Batch process in Classic View will also perform the edits.

• Multiple fields were enhanced to allow edits to be made within error orders.

• During unlock or resubmit, Order Administration will remove all applied promotions from the order and perform a reprice evaluation.

  • When ORPE is enabled, repricing logic will update pricing and only send orders with the already_eval_by_promo_engine=N to be re-evaluated by ORPE.

  • When ORPE is not enabled, repricing logic will update pricing and re-evaluate Order Administration promotions/discounting.

• An entire order, individual ship-to (when more than one exists), or individual item line can be deleted and re-keyed to correct an error.

• Data either missing or invalid in Order Administration but set from an external system is visible within the Order screens but must be changed to a valid selection to correct the error.

Shipping Address Error Considerations

When correcting orders with shipping address errors, the type of ship-to address assigned during initial creation of the order will determine where to correct the data.

• When the ship to type is Address Book or Recipient Ship To, the ship-to type will be converted to a one-time ship to during the submit process. Errors may continue to persist and will need to be corrected on the Recipient Customer record or in the Customer Address Book record directly. Once corrected, the order in error can be resubmitted.

Note:

The use of a different sold-to customer as a recipient (ship-to) on an order, also known as a recipient customer sold-to, has been deprecated and should be discontinued for new order creation options, including Modern View Order Entry and web services.

• When the Ship-to is the same as the Primary Address (Sold To), the address error can be corrected by editing either the Ship-To or the Sold To within Modern View. Select the edit icon, make the change to correct the address issue, and then unlock the order once complete.

• When the Ship-to is a One Time Ship To (order level), address errors can be corrected by editing the Ship-To within Modern View. Select the edit icon, make the change to correct the address issue, and then unlock the order once complete. The order will have been updated to an Open status.