Module: Manage Order Exceptions

Path: Processing >Imports/Exports > Manage Order Exceptions

Topic: Manage Order Exceptions

Version(s): Version 5.0 and up

Editions: All Editions

What Is Manage Order Exceptions

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Making The Connection

Where Will I See This Within OLX?

Orders will display here that are trying to import into your system from an outside vendor but have encountered an error with some piece of data that needs to be manually reviewed, adjusted, and brought in.

API Detail will contain records of each API order submitted and can be used to find XML information for orders. Please note orders importing from websites with custom integrations will not be found here.

What Reports Can Be Pulled?

1. This page can be used in conjunction with the Order Submission Status Report, which will display a list of all unresolved exceptions.

What Imports/Exports Relate to Manage Order Exceptions

1. OrderLogix Real-Time Order Submission API
   
2. Shopify Order Import
   
3. WooCommerce Order Import

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Trouble Shooting

1. OrderLogix Order Import V4 (Flat File and API) Exception List

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Setup

1. Date/Time - this is the last recorded date/time this specific record tried to import
   
2. Feed - this is the path/module of the originating system
   
3. Source - this is the Source in your system associated to the DNIS field from the importing XML
4. User - this is the EMP_NUMBER field from the importing XML and must match the company > HR > add/view employees > Employee Number
5. Web Order# - this is the ORDER_NUMBER field from the importing XML
6. First Exception - This is the exception that triggered the system to send the order to Manage Order Exceptions. Once the exception is resolved, it is possible an additional error will display. Continue resolving the exceptions until the order previews/imports successfully.
   

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Tool Bar

Utilizing the buttons on the tool bar you can: 

1. Spec - The top left portion of the window displays each of the Order Field settings
1. 
   
2. Parameter - this is field name from the spec
   
3. Value - this is the data sent from the vendor
   
4. Section Headings
   
1. Customer - this is the information that will create the customer record in your system
   
2. Options - the values here MUST match in all 3 fields
   
3. Order - this information creates the order record filling in the shipping and campaign section
   
4. Other - this tells you the employee, if there is more than one page of the order and CTI related info
   
5. Payment Info - this information creates the order record filling in the payment information as well as the transaction record on the Transaction Detail
6. Product 1-5 - this creates the line items on the order
   
7. Reserved - these fields are reserved for customization if required
   
8. Shipping Info - this information creates the shipment record on the transaction detail
   
9. Totals - this information creates the order record filling in the Totals section as well as supplying the value on the transaction record on the Transaction Detail
5. Minimize -  allows to collapse a section to make it easier to review only specific section(s)
   
6. Expand -  allows you to open a specific section to review
   
7. Previous -  navigational page if there are more than 5 products on the order. If there are 5 or less products on the order the button will be greyed out
   
8. Next -  navigational page if there are more than 5 products on the order. If there are 5 or less products on the order the button will be greyed out
2. Settings - The top right portion of the window displays each of the API setting fields 
1. Parameter - this is field name from the spec
   
2. Value - this is the data sent from the vendor
3. Preview
   
1. The exception can be previewed to verify that the change(s) made will result in a successful order.
   
2. If another exception message is received, additional changes to the exception may be needed in order to allow the order to import. Changes can continue to be made in the Resubmit Order window until a successful response is received.
   
4. Process
   
1. You can Process the re-submission of an exception, which will actually create an order in OrderLogix, if successful. 
   
1. If a successful response is received, then the OrderLogix order will have been created.
   
2. If an exception message is given, a new exception record will be created.
   
2. In either case, the original exception record will be removed from the Manage Order Exceptions list.
   
5. Results -
   
1. The results pane on the lower right side of the window will show the most recent exception
   or
   
2. the OLX Order ID if an order was successfully created along with submission details
   

Delete Exception

Delete Single Record

1. Click Delete in the Resubmit Order Window to remove the exception from the Manage Order Exceptions list.
   
1. 

Delete Multiple Records

1. To bulk delete exceptions from the Manage Order Exceptions, select the check boxes beside the exceptions you wish to remove. A button named Delete Selected will appear below the list of exceptions to process the request. 
   
1. 
2. You will be required to confirm that you do indeed wish to delete the selected records.
   
1. OK to proceed with deleting the exceptions
   
2. Cancel to keep them
   
3. 

Correcting Exception

Once you know what change(s) need to be made to an exception to allow the order to import, you can modify the Order or Setting field(s) in the available text boxes of the Resubmit Order window. 

Please note you may need to review that the custom values are setup correctly for the specific integration you are using to import orders with

1. To view additional information about a particular exception, click the magnifying glass  icon in the list beside the exception record.
   
2. The results pane on the lower right side of the window will show the most recent exception
   
3. Navigate to the exception article to find the article for the specific exception displayed
   
4. Follow the steps in the article to fix the order
   
5. click preview to see if there are any additional exceptions
   
6. repeat steps 2-5 until there are no further exceptions showing
   
7. click Process after all exceptions are resolved