Modern View Order Error Handling

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. For example, error orders that have an Order Type which is invalid (not defined in WOTY) can be corrected by selecting a valid type from the Origin drop-down list.
During unlock or resubmit, Order Administration will remove all applied promotions from the order and perform a reprice evaluation.
- When ORPE is enabled (Use ORPE Promotion Engine (M77)) =Y, 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 (Use ORPE Promotion Engine (M77) ) =N, 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.

Store Pickup Orders

The following solutions are available to correct Store Pickup errors that are in error at the header level and in a batch:

Delivery type valid but Store code missing: Such orders need to be deleted and re-entered
Delivery type valid but Store code invalid: Applies to both Store Pickup and Ship for Pickup orders. Add that store in OMS and OOCS and the item should be made available for that Store in OOCS. Then the order can be reprocessed and the error would be resolved.
Delivery type invalid or missing: Such orders need to be deleted and re-entered.

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 and re-evaluated.
- If passing a ship-to address in the order API that is a customer ship-to (ship-to type 2) and the address errors, to correct the error, go into Work with Customer, find the customer, update the address and then go back into the errored order, select the Error Details link and click Resubmit Order.
- If passing a ship-to address in the order API that is an address book type (ship-to type 3) and the address errors, to correct the error, the retailer should go into Work with Customer, find the address book / permanent ship-to address for the customer, update the address and then go back into the errored order, select the Error Details link and click Resubmit Order.

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.

Express Bill

If you get the error message (No Order I/T Line for Item) whilst performing an express bill regarding a missing warehouse or location, to resolve the error you would need to delete the line in error and re-enter it.

If you get this error whilst performing a return, the only way to fix the error is to delete the order and enter a new order. If you want to adjust inventory, you must perform a separate inventory transaction using WITI.

Order Creation Errors

For a list of errors that can occur when you create orders through the order API see Order Creation Errors in the Technical Guide

Order Errors Window

This window shows the details for Orders in an Error status, with a batch number associated. It is opened by clicking the Error Details link in the Order Status tile of the Order Summary tab. It lists all the errors for that order that are preventing the order from being processed. The errors are grouped and sorted by error type. The errors can be worked through one by one and the order resubmitted, or the order can be deleted.

Error Description: Description of error.

Error Type: The specific level of the error:

Order
Ship-To <Number>
Ship-To <Number> - Line <Number>

Delete Order : After confirmation, deletes the error order and all its dependent data. A snackbar message is displayed when an order is successful in its deletion (or if the order is unable to be deleted).

Deleting an order with a Set item will delete all the component items on the order as well, regardless of the access to the Manage Set Component ( J01) secured feature.

When deleting an error order, it also deletes all customer membership records for any membership items on the order.

Note:

If you delete an order, it will return you to the search results and the order you deleted will remain listed on the screen. You must Refresh the page to see the order removed.

After successful deletion of an order, upon clicking the order number link in the order search results, a message indicates the order is no longer found.

Resubmit Order: Upon selecting Resubmit Order, with the order in a batch with a header status in error and not locked, the order is locked and the edit batch process is run for that specific order. The order status is updated based on the outcome of the edit batch process. After the edits/updates,

If no errors remain on the order, the Order Errors window closes immediately and displays the Order Summary screen. The order is moved into Open (or held or in a different status such as Express Bill or Closed after billing for a Return order) status and will be unlocked. A successful snackbar notification message is displayed.
If existing errors remain or new errors are introduced, the Order Errors window remains open. The list of errors is refreshed and shows the latest errors for that order. Unlock the Order and it should remain in Error status in the error batch. A successful snackbar notification message is displayed.

If order is not eligible to be resubmitted, the order is refreshed and you are returned to the Order summary page showing the current order status. A snackbar message indicates the order could not be resubmitted and to confirm status and try again.