Add lines to order

After an order is placed, the customer can decide to include more products in the order. In such situations, the user must be able to modify the order appropriately.

Solution

The following section describes APIs, user exits, services, and other components.

The user can use the "Add Lines to Order" related task to add more products to a confirmed order. However, the user cannot add products to an order, which is not in the modifiable status.

The number of days after which an order cannot be modified is configured in the Sterling™ Business Center. If the order date is beyond this value, the user cannot modify the order.

The getCompleteOrderDetails API is called to retrieve the complete details of the order, which includes the modification permissions for the order. If the ADD_LINE modification type is allowed at the order level, products can be added to the order. If the modification type is not allowed for the order, the Add Products screen is not displayed.

The getCompleteOrderLineList API is called to display the order lines that exist in the order and the validateItemsForOrdering API is called to do product validation.

Note: Validation errors are not displayed for the order lines that are already present on the order.

When the user adds a product to the order, the getCompleteItemList API is called to retrieve the item details such as the association types, bundle pricing strategy, the allowed fulfillment methods, and others.

On launch of "Add Lines to Order" wizard, an OrderDate of type, LastModified is stamped on the order. The modifyts attribute is updated when the user modifies an order line. The LastModified and the modifyts attributes are compared to identify the newly added or modified lines.

For confirmed orders, a user can add new order lines, add related services, capture fulfillment details, and capture payments. To configure a note to be logged when a new order line is successfully added to an order, see Automatic notes logging.

Implementation

The following section describes the rules that you must configure.

The "Add Lines to Order" task is permission-controlled. For more information about assigning resource permissions to a user group, refer to Administering user group permissions

You must configure the number of days after which the order cannot be modified. For more information, refer to Sterling Business Center System Configuration.

The delivery fulfillment method and provided services are not supported with a Promising Server set up.

User impact

The user can modify a confirmed order to add more products.