Implementation

This topic describes the rules you must configure for order modification.

• You must configure reservation rules, availability checks, and order age to suit your business needs. For more information see Store fulfillment rules.
• You must configure the hold to be applied when there are pending changes on a confirmed order. For more information see Defining Transaction Rules.
• You must configure the cancellation reasons appropriately. For more information, see Managing cancellation reason codes.
• The store associate must have the Edit Order resource permission to be able to edit a confirmed order.
• The store associate must have the Add new Line resource permission to add a new product to a confirmed order.
• The store associate must have the Manually update order line quantity resource permission to manually edit the order line quantity.
• The store associate must have the Remove Line resource permission to remove an existing order line.
• The store associate must have the Change Variation resource permission to change a product variation in a confirmed order.
• The store associate must have the Add Note resource permission to perform any modification on an order.
• The store associate must have the Cancel Order resource permission to cancel a confirmed order.
• The store associate must have the Change Delivery Options resource permission to change delivery options of an order line.
• The store associate must have the Email Product details resource permission to share the product details with the customer.
• The store associate must have the Change Order Address resource permission to change address of an order.
• The store associate must have the Appease Customer resource permission to perform the customer appeasement task. Further, the store associate should have Variable Offers for Appeasement resource permission to manually enter an amount, while using a flexible appeasement option.

  For more information about configuring resource permissions, see Administering user group permissions.

• Enable the Add Line modification rule at the appropriate status and level to allow a store associate to add new products to a confirmed order.
• Enable the Remove modification rule at the line level for the appropriate statuses to allow a store associate to remove an order line from a confirmed order.
• Add Line and Remove permission should be also allowed for Change Variation order modification.
• Enable the Add Note modification rule at the order level for Cancelled status.
• Enable and subscribe the following status modification rules for draft orders appropriately:
  • Change Seller Organization
  • Change Level of Service

  For more information, see Defining status modification rules.

• Notes logged on cancellation of an order is saved on the order with YCD_CANCEL_INFO note type. You must configure the note type appropriately for the enterprise. For more information, see Order notes reasons.
• Create customer appeasement reason codes in Sterling Business Center. For more information, see Managing customer appeasement reasons.
• The YCD_ProductDetails_Email service uses the StoreProductDetailsEmail_17_1_multiApi.xsl.sample and StoreProductDetailsEmail_GenerateData_17_1_multiApi.xsl.sample templates.
  Configure the YCD_ProductDetails_Email service for your email-server in the Applications Manager using the following steps:

  • Navigate to the email service using the following path in the Applications Manager: Applications > Application Platform > Process Modeling
  • Open the Order Fulfillment process type.
  • Select Service Definitions > Store > YCD_ProductDetails_Email

  In the E-mail component, set the E-mail Server field to point to your mail server. The Subject and From fields have certain default values as part of the service, which can be customized as required.

• The store associate can change the shipping address only if the Change Ship To modification type is allowed at the appropriate status and level.
• The store associate can change the pickup store only if the Change Ship Node modification type is allowed at the appropriate status and level.
• The following modification types must be allowed at the required status and level to use coupons appropriately:
  • Change Promotion
  • Remove Promotion
• The store associate can change the fulfillment method only if the Change Delivery Method modification type is allowed at the appropriate status and level.
• Configure the following Store fulfillment rules appropriately for an enterprise:
  • Reserve Product During Order Entry and Order Modification
  • Allow modifications of orders beyond scheduled status
  • Maximum Distance Radius To Consider When Searching for Stores
  • Distance Radius To Consider When Searching for Stores
  • Distance UOM To Consider When Searching for Stores
  • Standard Search Fulfillment Type
  • Region Schema To Use For State Selection
  • Region Schema To Use For Defaulting City And State From Postal Codes
  • Check availability on cart details if number of order lines is less than

  The application only checks if the modification type Change Ship Node or Change Delivery method is enabled for order lines in statuses less that Scheduled. Therefore, if the status of order lines is greater than or equal to Scheduled, the application considers the Allow modifications of orders beyond scheduled status rule. The administrator enabling this rule should be aware of all the permissions required to bring the order line to Unscheduled status and also configure them to make sure such order lines can be successfully unscheduled.

  If a user chooses to edit an order line whose status is beyond Scheduled, then the order line is first unscheduled. Similarly, if a shipment has been created for the order line, the order line is removed from the shipment and unscheduled before making any changes. Since the order modification API’s cannot execute in the pending changes mode, the application prompts the user to confirm saving all the pending changes (if any) and then unschedule the order line before changing the delivery method.

  The Standard Search Fulfillment Type list is populated in Sterling Business Center based on the Fulfillment Types created as part of sourcing rules in the Applications Manager.

  For more information, see Fulfillment Rules.