Change fulfillment options

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Sometimes a customer might prefer to pick up a product at the near by store than waiting for the product to be shipped. If the customer requests for such changes after order confirmation, the user must be able to change the fulfillment options conveniently.

Solution

A user can change the fulfillment options by using the "Change Fulfillment Options" related task in the Order Summary screen. When the Change Fulfillment Options screen loads, the getFulfillmentSummaryDetails API is called to retrieve the order lines that belong to Shipping groups and Pick Up groups. Based on the status modification rules that are configured at the order or order line level for a particular status, the getFulfillmentSummaryDetails API retrieves the following modification permissions:
  • SHIP_NODE: If this modification type is allowed, the user can change the store for Pick Up order lines.
  • SHIPTO: If this modification type is allowed, the user can change the addresses of Shipping order lines.
  • CANCEL: If this modification type is allowed, the user can delete the order lines. The order lines that the user chooses to delete are canceled.
  • CARRIER_SERVICE_CODE: If this modification type is allowed, the user can change the level of service for Shipping order lines.
  • REQ_SHIP_DATE: If this modification type is allowed, the user can change the Pick Up date for Pick Up order lines.
  • MARKFOR: If this modification type is allowed, the user can change the Pick Up Recipient information for Pick Up order lines.
  • RULE_ID: If this modification type is allowed, the optimization types are displayed. If it is not allowed, the default optimization type for the enterprise is displayed as text.
When the Change Fulfillment Options screen loads, the getRuleDetails API is called to verify whether the following rules are enabled:
  • YCD_ENABLE_GIFT_SHIPMENT
  • YCD_ENABLE_GIFT_PICKUP
Only if both the rules are enabled, the "Go to Gift Options" button is enabled. For more information about the implementation of gift options, see Select gift options.

A user can modify Pick Up order lines even if they are in the "Released" status, and until the items are picked up and are in the "Shipped" status. The user can change the ship node and fulfillment method for the pickup line. The changeRelease API is called to backorder an order line that is in the "Released" status.

A user can change the delivery method from Pick Up or Shipping to Delivery. The modifyFulfillmentOptions API is called to update the delivery method. Delivery products are not displayed in the View Fulfillment Summary screen.
  • When the CSR clicks Next after selecting Change to Delivery, if there is only one product in the order, the screen is refreshed and a message indicates that there are no products that are Shipping or Pickup, and the CSR can click next to go to the Work Order Appointments screen to schedule the appointment.
  • When the CSR clicks Next after selecting Change to Delivery, if there are multiple products in the order, a message is displayed that indicates which product was changed to delivery. Upon confirmation of the displayed message, the Fulfillment Summary screen is refreshed and the remaining ship and pickup products are displayed. The CSR can then click Next to go to the Work Order Appointments screen to schedule the appointment.
  • If a product is part of a bundle, only the parent product of the bundle can be modified. The Change to Delivery button is disabled for all child products in a bundle.
For more information, see Work Order Appointments.

The logic that is used to display the Fulfillment Summary screen is reused in the Change Fulfillment Options screen. For more information, see View Fulfillment Summary.

When the user confirms the changes to fulfillment options and chooses to go to the next screen in the wizard, the modifyFulfillmentOptions API is called to update the changes. For order lines with status between Scheduled and Included in Shipment, if one of the following parameters change, then such order lines are unscheduled and the corresponding shipment lines are deleted.
  • ShipNode
  • CarrierServiceCode
  • ShipToKey
  • ReqShipDate
  • DeliveryMethod
When the user goes to next screen by confirming the changes to fulfillment options, the getCompleteOrderDetails API is then called to display the Payment Confirmation screen.

Implementation

The following section describes the rules that you must configure.
  • Changing the fulfillment options is a permission-controlled task. For more information about assigning resource permissions to a user group, see the Administering user group permissions.
  • You must configure the sourcing and scheduling rules appropriately. For more information, see the Configuring Distributed Order Management.
  • Shipment optimization is based on the scheduling rule configured. You must configure the Scheduling Rule For Additional Shipping Option rule. For more information, see theSterling Business Center System Configuration.
  • The user can change the delivery method for an order line only if the "Change Delivery Method" status modification rule is allowed for a specific status at the line level. For more information, see the Configuring Distributed Order Management.
  • The user can change the address for an order line only if the "Change Ship To" status modification rule is allowed for a specific status at the line level. For more information, see the Configuring Distributed Order Management.
  • The user can change the level of service for a Shipping order line only if the "Change Carrier Service Code" status modification rule is allowed for a specific status at the line level. For more information, see theConfiguring Distributed Order Management.
  • The user can change the Pick Up date for a Pick Up order line only if the "Change Requested Ship Date" status modification rule is allowed for a specific status at the line level. For more information, see the Configuring Distributed Order Management.
  • The user can change the optimization type only if the "Change Schedule Rule Id" status modification rule is allowed for a specific status at the order level. The status modification rules can be configured in the Applications Manager. For more information, see the Configuring Distributed Order Management.
  • The user can change the Pick Up Recipient information for a Pick Up order line only if the "Change Mark For" status modification rule is allowed for a specific status at the line level. For more information, see theConfiguring Distributed Order Management.
  • To display the bundle components immediately after the bundle parent product, you must select the Assign Group Sequence Number to Order Lines option in the Applications Manager. For more information, see the Configuring Distributed Order Management.
  • The "Allow Pick Up" rule must be enabled to allow the "Pick Up" delivery method for products. For more information, see the Sterling Business Center System Configuration.
  • You must configure the store rules appropriately. For more information, see the Sterling Business Center System Configuration.
  • You must enable the "Reserve Items During Order Entry And Order Modification" rule. For more information, see the Sterling Business Center System Configuration.

End-user impact

The user can change the fulfillment options even after the order is confirmed.