Create orders
Users can call the call centers or approach stores to place an order. In such situations, users must be able to gather customer and product details and create an order.
Solution
The following section describes APIs, user exits, services, and other components.
The user can
create an order from the home page of the application. When the user
chooses to create an order, the following APIs are called:
- The
getOrganizationListAPI is called to retrieve the list of seller organizations, if the logged-in user has access to multiple enterprises. - The
getItemUOMMasterListAPI is called to retrieve the description for a unit of measure. - The
createOrderAPI is called to create an order.
Implementation
The following section describes
the rules that you must configure.
- In Sterling™ Business Center, do the following configurations:
- To allow customer identification during order creation, you must enable the
Enable Customer Identification During Order Creation Flowrule. - To display either the Customer Identification screen or Add Products screen as the first screen in the application console, configure the order entry rules appropriately.
- To allow a user to exempt tax on an order for customers, configure tax options of the order entry rules appropriately.
- To display the order name, configure the
Provide a Default Name To Be Used While Creating an Orderrule.
- To allow customer identification during order creation, you must enable the
- You must configure the
Users Have Access To All Enterprises Assigned To Their Teamrule in the Applications Manager to allow a user to create orders for child organizations. For more information about enterprise user access, see Enterprise user access. -
You must configure the standard unit of measure display rules for a product. To define the unit of measure for quantity, see Defining unit of measure.
End-user impact
The user can create an order for a customer. The order creation flow is controlled based on the order entry rules that are configured for the enterprise.