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)

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