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 ...

    • Shipment Batch Report Definitions

      Module: Reports Path: Reports > Processing Reports > Shipment Batch Report Topic: Shipment Batch Report Version(s): 5.1 and up Editions: All What Is Shipment Batch Report Processing Reports Shipment Batch Report - Shipments breakdown. Making The ...

    • Item List

      Module: Product Data Topic: Item List Version(s): Version 5.1 and up Editions: All Editions What Are Product Items? Product Items are the base items that connect the Product Offers and Inventory Items to allow an item to be sold for a set price and ...

    • Agent Revenue Report Definitions

      Module: Reports Path: Reports > Performance Reports > Agent Revenue Report Topic: Agent Revenue Report Version(s): 5.1 and up Editions: All What Is Agent Revenue Report Performance Reports Agent Revenue Report - Displays item type revenue. Making The ...

    • Agent Ratio Report Definitions

      Module: Reports Path: Reports > Performance Reports > Agent Ratio Report Topic: Agent Ratio Report Version(s): 5.1 and up Editions: All What Is Agent Ratio Report Performance Reports Agent Ratio Report - Reports on agent statistics. Making The ...