R19.2 p11 CS Agent: Lock down some actions when orders have items awaiting shipment confirmation

R19.2 p11 CS Agent: Lock down some actions when orders have items awaiting shipment confirmation

Version: 5.1
Patch: R19.2 p2
Title: CS Agent: Lock down some actions when orders have items awaiting shipment confirmation
Application Category: Other, CS Functionality (1)
Patch Type: Feature

Description:

Some CS actions will be prevented when an order is in Item Awaiting Ship-Confirm.
  1. No Address or Address Profile Edits (Customer, Billing, or Payment).
  2. No Payment or Payment Profile Edits.
  3. No Order Item Changes via Item Action Toolbar.
  4. No editing of individual items that are in Awaiting Ship Confirm status (add/edit popup).
  5. There's a new option Allow cancellation of Shipped Items on the System Preferences screen under the System/Continuity tab. When this is enabled the Cancel button on the order details screen will still work regardless of Locked status of order.
  6. When order is Locked, Edit Customer, Edit Shipping Address, Edit Payment will be disabled as well.
  7. When order is Locked order item level actions will be disabled.
  8. Order Detail Order Status tile should display Locked when order is disabled.

Articles:

  1. System Preferences (orderlogix.com)
  2. Customer Detail Page (orderlogix.com)
  3. Order Detail Screen (orderlogix.com)

    • Related Articles

    • R19.2 p14 Portal: Lock down some actions when orders have items awaiting shipment confirmation

      Version: 5.1 Patch: R19.2 p14 Title: Portal: Lock down some actions when orders have items awaiting shipment confirmation Application Category: Other, CS Funtionality (1) Patch Type: Feature Description: Customer Portal change: When an order has an ...

    • Inventory Items

      Module: Inventory Path: Products > Inventory > Inventory Item List Topic: Inventory Items Version(s): Version 5.1 and up Editions: All Editions What Are Inventory Items The core element of the OrderLogix inventory system is the Inventory Item that ...

    • Shipment Batch Report Definitions

      You can view the amount of net sales for a time period based on Client, Campaign, Media Type, Product Group, Team, or Employee. The report displays Number of Orders/ Order ID , Extension/Order ID, number of Items, Product Revenue, Total Revenue, ...

    • Purchase Orders

      Module : Product Topic : Purchase Orders Version(s) : Version 5.1 and up Editions : Commerce & Call Center edition What Are Purchase Orders The Inventory Purchase Orders within OrderLogix make it possible to keep track of details and print orders for ...

    • Agent Revenue Report Definitions

      This report is based on calls that are created when an agent enters the new order screen (not call collector calls). Agent Revenue Report Column Definitions # Ans The number of calls in the date range # Valid The number of calls with dispositions ...