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Release 7.0

Order Process

scOrderProcess sc-order-process

This control provides authenticated web users the functionality to process an order, and manages all the processes involved as seen below. Based on the parameters provided, the control will behave as a: Checkout process, Modify order process and Quote Acceptance.

  • Shipment destinations
  • Shipping methods
  • Order review
  • Order confirmation
 

Sample Views

1- Order Process Error
When the user encounters an error processing an order an error message will be presented.
2- Order Process Order Review

The final page in the order placement process is the Order Review screen. On this page the user will have an opportunity to review the order summary (which will include any backorder or future dates lines) and item details prior to placing the order. Pricing seen during order review will be impacted by any promotional code applied. Additionally, the user will need to select a payment method in order to complete the order placement process. The payment methods available (ie: Credit Card, ACH, PayPal, PayPal Credit, etc) to the user are determined by configuration.

3- Add/Edit Comments Modal
If configured comments may be added for the order.  This screen will also be used to edit comment.
4- Shipping Instructions Modal
This modal will be used to edit shipping instructions for the order.
5- Shipping Method Modal
When freight is active the user will see available shipping methods and rates for the order.
6- Add Shipping Address Modal
With permission the user will be allowed to add and save a new shipping address for the order.
7- Pickup Location Modal
If the order is designated for pickup this modal will allow the user to choose at which location the pickup will occur. 
8- Request Date Modal
This modal is used to enter the date the user is requesting the order to be sent to them.
9- Shipping Destinations
Depending on Management Console settings the user may be able to select a shipping destination for each product on the order or only one destination for the entire order. The page below will allow the user to choose the shipping destination(s). There is also an option to enter a one time shipping address.
10- Order Process Order Payment
The user may select any payment method that is configured to pay for their order. The payment methods available (ie: Credit Card, ACH, PayPal, PayPal Credit, etc) to the user are determined by settings in the Management Console.
11- Credit Card On File Payment
The user may choose to pay for their order using a credit card on file.  When credit card on file is selected the user can choose which of their stored cards to use for the order. 
12- All Credit Cards Modal
13- Order Process Order Confirmation
Once the order is placed the user will receive a confirmation. The user can press Print Friendly to print the confirmation.
14- Quote Acceptance Review
Here the user can review the quote information and edit as necessary before placing the quote.
15- Modify Order - Order Review
When the user modifies an order they will have an opportunity to review the changes before continuing. 
16- Modify Order Edit Line Modal
This modal will be used to edit a specific line on an existing order. 
17- Modify Order Products Search Assistant
The search assistance will help users locate the item they wish to add to the order.
18- Modify Order Change ShipTo Modal
During order modification the user may choose to change the ship to.  On this screen they may also choose to designate store pickup, add a new ship to, or add a one time ship to override for the order.
19- Modify Order Payment Step
The final step in the order modification process is the payment. If there is a balance due for the order the user must choose a payment method.  Once the payment is complete the user will press Pay Now to complete the modification.
20- Modify Order - Order In Process Modal
One Step Checkout
When turned on the widget displays the Payments step as the first step of the checkout process. Otherwise user is redirected to the Order Review Step. Default value is false.
Terms and conditions acceptance
Defines if Terms and conditions are displayed in this widget, and if they are displayed how the acceptance mode will work. 
Display the Hosted Payment Confirmation modal
Defines if the Hosted Confirmation modal is displayed. The modal is displayed once the credit card is verified and the user can continue the payment from here.
Link to Pickup Instructions Page
Defines the page where Pickup Instructions are available.
Pickup instructions configuration
Defines if link to Pickup Instructions is a group of pages or a single page.
Product Display Mode
Defines if products are displayed in content or tabular mode.
Print Friendly Image
Selector of the Company image to be displayed in Print friendly.
Enable Taxed Prices
Sales > Settings
JDE functionality for taxed pricing must be enabled or this option will not be enabled.  When JDE taxed pricing is on tax is calculated using a JDE business function. Options are:

  • Yes - When JDE taxed pricing is on and this setting is set to yes taxed prices will be seen for all order transactions (including but not limited to Sales, Quotes & Credits) in add mode. In update mode this setting is bypassed and the taxed price feature will behave based on how the original order was placed.
  • No - When JDE taxed pricing is on, but this setting is set to no tax will not be included in the prices seen for all order transactions (including but not limited to Sales, Quotes & Credits) in add mode. Please note when the orders are placed they will be processed with tax off. In update mode this setting is bypassed and the taxed price feature will behave based on how the original order was placed.
Synchronize Pricing UOM with Transaction UOM
Sales > Settings

Standard JDE uses the pricing UOM to display the unit price and the transaction UOM to display the extended price. This setting allows you to decide if you want to synchronize the pricing UOM with the transaction UOM.  For example on the item master you might have an item setup with EA as the transaction UOM, but CA as the pricing UOM.  When this option is turned on the pricing UOM for the order will be updated and synchronized with the transaction UOM selected.  If the UOM is not synchronized Product Content will display the price with the pricing UOM displayed next to it. If the user changes the UOM then the price will be recalculated. In addition, checkout, place quote, and modify order processes (and the associated email confirmations) will also display the pricing UOM next to the price.

Yes - Synchronize the pricing and transaction UOM

No -  Do not synchronize the pricing and transaction UOM

AvaTax Hold Code for Tax Revision
Sales > Settings
Hold code utilized when the tax cannot be calculated for an order.
Cross Reference Type for Customer Product Number
Ecommerce > Settings
JD Edwards item cross reference type code representing customer item number.
CRS call back hold code
Sales > Settings
Hold code utilized when placing an On Account Sales Order for Customer Service Representative (CSR) Call Back.
PayPal Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to PayPal.
Credit Card Payment requires CSC validation
Sales > Payments
Determines whether or not Card Security Code (CSC) validation will be performed within the store.
Credit Card Address Validation Required
Sales > Payments
Determines whether or not address (AVS) validation services will be performed within the store.
Sales Order Display cancelled lines
Sales > Settings
When displaying details of a sales order canceled sales order lines can be displayed or hidden from web user.
Allow Foreign Transactions
Sales > Settings

Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:

  • Yes - Allow and display foreign currency. For customers currency will pull from the customer master.  For consumers the currency will pull from the default customer assigned in the Management Console.
  • No - Do not allow or display foreign currency
Credit Card Payment Instrument
Sales > Payments
Defines the payment instrument (00/PY) that will be used for credit card transactions.
Notify web user when profile information is changed from website
Ecommerce > Settings
Determines if an email will be sent to the user when web account has changed from the website.
SmarterCommerce Freight
Shipping > Settings
Determines if freight functionality is active or inactive.
Freight Line Type
Shipping > Settings
The line type that will be assigned to the freight line generated on orders that contain products to be shipped to the customer/consumer.
Product Group
Shipping > Settings
Identifies the complex item price group used for shipping zone definition (refer to setting up complex item price groups within Oracle-JD Edwards content help).  Shipping zone freight rates can be defined by item group.  Select NONE to avoid having shipping zone rates at the item group level.
Customer Group
Shipping > Settings
Identifies the complex customer price group used for shipping zone definition (refer to setting up complex customer price groups within Oracle-JD Edwards content help).  Shipping zone freight rates can be defined by customer group.  Select NONE to avoid having shipping zone rates at the customer group level.
Apply Insurance
Shipping > Settings
Whether to apply freight insurance calculation into orders to be shipped.
Pickup Default Carrier
Shipping > Settings
Address number used for default carrier for pickup.
Will Call - Default Mode of Transportation
Shipping > Settings
Determines the default mode of transportation for pick up/will call orders.
Other Payment 1 Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Gift Certificate" no matter which payment instrument is selected here.  Also, when configured for POS the payment instrument selected must also be configured with 1SC01 in 00/PY or unexpected results may occur.
Other Payment 2 Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Coupon" no matter which payment instrument is selected here.  Also, when configured for POS the payment instrument selected must also be configured with 1SC02 in 00/PY or unexpected results may occur.
On Account Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please be advised that in the POS on account will only be available (if setup) when the customer has enough credit to cover the order and the user has the (P0010) On Account permission.
Credit Card Payment requires billing address zip code validation
Sales > Payments
Determines whether or not Zip Code validation will be performed within the store.
PayPal Express Checkout Payments maximum days
Sales > Payments
If "Paypal Express Checkout Payments with Back or Future Orders" is turned ON then this constant determines if the PayPal payment instrument is available or not when the order has future lines.  If the future date is within this settings number of days then the PayPal instrument will be enabled.
Discount Line Type
Sales > Settings
The line type that is assigned to the sales order line generated when an order level discount is entered for an order. Order level discounts include percentage or fixed amount discounts entered during order entry.
Decimal Places to Display Prices
Sales > Settings
Determines how many decimal places are displayed for the unit price.
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Display massive actions
Catalog > Product Listings
Determines if massive actions (such as add to cart or add to wish-list) are displayed or not. Does not apply to the Most Viewed Thumbnail view, Recently Viewed Thumbnail view, Compare and Quick Order Widgets.
Unit of measure display mode
Inventory

Unit of measure display mode. The options are: 

  • Do not display UOM
  • Show UOM as a display only field
  • Enable UOM selection by the user
Please note that when this setting allows the user to selection a new UOM the list of UOM available to the customer is dependent on the F41003 (primary and transaction UOM as well as all UOM that can be converted to those) or the F41002 (all UOM for the item).  In all cases the UOM must be configured for the Store to appear in the Ecommerce selection list.
Products default unit of measure calculation mode
Unit of Measure
Defines how the default unit of measure is calculated for products. The options are:
  • Use P4210 settings
  • Use Product Pricing UOM
  • Use Product Primary UOM
  • Use a specific UOM
Products Default UOM
Unit of Measure
Determines the specific units of measure available for products.
Shipment level type
Sales > Settings
The options are:
  • Order Level - Allows one shipment address per order. Also tells the system that web user edits to fields such as requested date will be done at the order level.
  • Detail Level - Allows multi-shipment addresses per order. Also tells the system that web user edits to fields such as requested date will be done at the detail line level.
Comments level
Sales > Settings
Designates the Order Comment Level enabled during the checkout process (logged user or guest). The options are:
  • None - no order comment allowed
  • Header - one comment per order
  • Detail first line only - one order comment per shipment and applies to the first line of the shipment
  • Detail all lines - applies comment to all lines within a shipment
Promotion code behavior
Sales > Settings
The options are:
  • Hide
  • Display not required
  • Display required
JQuery plugins allowed domain origins
Web Site > Security

Configure a list of domain sites that Jquery Plugins have access to (separated by commas). Each plugin verifies that if the domain is not in this list of this setting, the plugin gives an Authorization error and the plugin will not work. If this setting is left blank then any site can use the plugins.

Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, layout mode).
Display product images
Web Site > General Behavior
Determines if product images will be displayed or not.
Product listing small thumbnail size
Web Site > General Behavior
This size will be used in carousels, in the Tabular display mode, compare bar, and in floating popups. If required, select a smaller size than the Product listing thumbnail size.
Action after add to cart
Web Site > General Behavior
Determines behavior upon adding items to the cart. The options are:
  • Redirect to Shopping Cart
  • Stay on the same page
  • Display added to cart confirmation modal
Terms and Conditions acceptance behavior
Web Site > General Behavior
Shopping Cart, Order Process, Return Order, Guest Checkout and Register widgets allow you to show or hide Terms and Conditions. If the widget is set to show Terms and Conditions this setting defines if acceptance is required or not.  If acceptance is required you may choose first time acceptance or always.  Please note that Guest Checkout and Register widgets will always ask for acceptance.
Google Analytics Product category code
Web Site > Google Analytics
Google Analytics Product category code.
Google Analytics Product brand category code
Web Site > Google Analytics
Google Analytics product brand category code.
Google Analytics Affiliation name
Web Site > Google Analytics
Google Analytics Affiliation name.
Display product number
Inventory
For CMS stores this is the product number that will be displayed upon entry and validation of a product. For Electronic Invoice Presentment and Payment (EIPP) stores this is the product number shown in order and invoice history. This is also the product number that will be used throughout the Management Console. 
Allow User to Place Orders
If the user does not have permission to place orders then the place order option is hidden.
Order Ship to Address Override
Determines if the web user can add a ship to address override.
Quote Order Conversion to Sales Order
If the web user does not have permission to convert quotes then the user is redirected to an internal error page where an error message is displayed. (“You are not authorized to execute this action”).
Change Default Ship To
If the user has no permission to change default ship to then the option is disabled.
View Ship Tos
If the web user does not have permission to view ship tos then the link to the list is displayed as a label (not linkable) and the total ship tos is hidden.
Add Ship To
If the user does not have permission to add new ship tos the option is hidden.
View Credit Cards on File
If web user does not have the permission to view credit cards on file then the section is hidden.
Modify Orders
Allow user to Modify Orders
Cancel Line in Modify order
If the user does not have permission to cancel lines in modify order then the option is hidden.
Insert Line in Modify order
If the user does not have permission then they cannot add/insert a new line into an existing order.  
View Pricing Information
Determines if the web user is allowed to see pricing and price break information. If the web user does not have permission they can still browse your catalog, but they won't see pricing.