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Release 7.0

Order History

scOrderHistory sc-shopping-history
This control provides functionality to display previous orders.  Please note that the branch plant associated to the order must be well configured in Management Console to view the Order Detail. Order History can be conīŦgured to display  the history in Search view or in a Compact view.  If configured the user may also click the link to view the associated invoice.
 

Sample Views

1- Shopping History
Shopping history records can be sorted by any available field.  The Order # hyperlink may be used to view the order details.  The user may also see records in Orders or Products mode.
2- Order Advanced Filter
As needed shopping history may be filtered by additional fields. 
3- Shopping History Products Display
This tabular presentation is for B2B users that do not need an image, but want to see the item(s) for each order.
4- Shopping History Products Display - With Product Image
The user can view shopping history in Items mode which shows the item(s) for each order.
5- Product Search Assistant
The search assistance will help users locate the item they wish to see shopping history for.
6- Product Advanced Filter
When needed the user may search for shopping history using advanced filters.
7- Order Detail - List Display Mode

When reviewing order details the user may also have the options to modify, convert to quote, return products, and add all items to cart available to them. The user may see order detail in list or tabular mode.  This is an example of list mode.

Modify Order - There are several qualifications that are considered before order modifications are permitted such as:

  • document type restriction - please see Management Console manual
  • web account permissions - please see Management Console manual 
  • insert new line status - please see Management Console manual 
  • existing lines status code - please see JDE P4210 processing option 
  • orders paid using PayPal payments (including PayPal Credit) cannot be modified 
  • orders with configured items cannot be modified and configured items cannot be added during order modification
  • orders placed without shipment information (via JDE or POS cash & carry orders) will not be eligible for modification through CMS. Therefore, only those orders that have shipping information in table FQ67496 are eligible for modification.

Further, there are several pieces of information that may be modified for an existing order as outlined below:  

Sales Header:

  • delivery instructions
  • show prices on packing slip flag
  • customer  ref #
  • comments (according to constant Sales Constants -> Comments Level)

 Sales Detail:

  • comments (according to constant Sales Constants -> Comments Level)
  • ship to address
  • shipping method
  • delete lines
  • add lines (including kits - added with default components, but can be edited)
  • change quantities (+/-) for item(s) - including kits
  • UOM (according to constant Ecommerce Constants ->Define Unit Of Measure Behavior) - including kits
  • requested date - including kits

 Payments:

  • Payments will only be available when amount due > 0

 Email Confirmation:

  • When an modification is made an email confirmation will be sent that will include kit information as needed

Convert to Quote - When a quote is created using an existing order the following considerations are made:

  • Canceled lines are included only if canceled lines are configured to be displayed
  • Free goods, basket reprice lines, comments and override prices are not preserved in the newly created quote
  • Ship to address overrides and kit component adjustments are preserved in the newly created quote
  • Restricted, obsolete, or items not available in the Store branch plants cannot be added to newly created quote

Return Products - There are conditions that must be met before a credit/return order can be entered: 

  • SPC must be granted for Credit Orders
  • Management Console Credit Order version cannot be blank
  • Web Account must be granted permission Credit Orders permission
  • Freight, discount and tracking lines are not eligible for return and will not be displayed
  • For items that were originally shipped - line status must be greater than or equal to the max editable status in the ship version P4210 defined in the Management Console 
  • For item that were originally shipped - ship date must not by older than the number of days defined in Management Console 
  • For items that were originally cash and carry (not shipped) - order date must not be older than the number of days defined in the Management Console 
  • Only shippable quantity can be returned.  Quantity in backorder status cannot be returned 
  • Configured items cannot be returned
8- Order Detail - Tabular Display Mode

When reviewing order details the user may also have the options to modify, convert to quote, return products, and add all items to cart available to them. The user may see order detail in list or tabular mode.  This is an example of tabular mode.

Modify Order - There are several qualifications that are considered before order modifications are permitted such as:

  • document type restriction - please see Management Console manual
  • web account permissions - please see Management Console manual 
  • insert new line status - please see Management Console manual 
  • existing lines status code - please see JDE P4210 processing option 
  • orders paid using PayPal payments (including PayPal Credit) cannot be modified 
  • orders with configured items cannot be modified and configured items cannot be added during order modification
  • orders placed without shipment information (via JDE or POS cash & carry orders) will not be eligible for modification through CMS. Therefore, only those orders that have shipping information in table FQ67496 are eligible for modification.

Further, there are several pieces of information that may be modified for an existing order as outlined below:  

Sales Header:

  • delivery instructions
  • show prices on packing slip flag
  • customer  ref #
  • comments (according to constant Sales Constants -> Comments Level)

 Sales Detail:

  • comments (according to constant Sales Constants -> Comments Level)
  • ship to address
  • shipping method
  • delete lines
  • add lines (including kits - added with default components, but can be edited)
  • change quantities (+/-) for item(s) - including kits
  • UOM (according to constant Ecommerce Constants ->Define Unit Of Measure Behavior) - including kits
  • requested date - including kits

 Payments:

  • Payments will only be available when amount due > 0

 Email Confirmation:

  • When an modification is made an email confirmation will be sent that will include kit information as needed

Convert to Quote - When a quote is created using an existing order the following considerations are made:

  • Canceled lines are included only if canceled lines are configured to be displayed
  • Free goods, basket reprice lines, comments and override prices are not preserved in the newly created quote
  • Ship to address overrides and kit component adjustments are preserved in the newly created quote
  • Restricted, obsolete, or items not available in the Store branch plants cannot be added to newly created quote

Return Products - There are conditions that must be met before a credit/return order can be entered: 

  • SPC must be granted for Credit Orders
  • Management Console Credit Order version cannot be blank
  • Web Account must be granted permission Credit Orders permission
  • Freight, discount and tracking lines are not eligible for return and will not be displayed
  • For items that were originally shipped - line status must be greater than or equal to the max editable status in the ship version P4210 defined in the Management Console 
  • For item that were originally shipped - ship date must not by older than the number of days defined in Management Console 
  • For items that were originally cash and carry (not shipped) - order date must not be older than the number of days defined in the Management Console 
  • Only shippable quantity can be returned.  Quantity in backorder status cannot be returned 
  • Configured items cannot be returned
9- License Denied
The license denied message is shown when the attempted action is not licensed.
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.
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.
Store Companies
Profile > Account Receivable
Companies for which information will be displayed.
Invoice Document Restrictions
Profile > Account Receivable
Limits the invoice types to display in Invoice History and Invoice Payments.
Sales Order Document Restrictions
Sales > Settings
Sales order types to display in Order Status / Shopping History.
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
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.
Status Limit for Open Orders
Sales > Settings
Used in order search to represent the JD Edwards last status (LTTR) for open orders. Orders with line items less than or equal to this status will be displayed in order search when open order search selection is executed by web user.
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Calculate Tax in History Search
Sales > Settings

Determines if tax is calculated in historical searches. For Customers working with Tax included it is recommended to configure the setting On. Please note performance may be impacted when this setting is on to allow for calculations (for example during the export to Excel from Shopping History). 

This setting applies for the Search and the Detail views as follows:

  • Shopping History
  • Search by Items
  • Order Detail
  • Invoice Detail
  • Return Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
  • Quote Detail (not available for Electronic Invoice Presentment and Payment (EIPP))

For Customers working with Tax included it is recommended to configure the setting On.

Test Email
Email > Settings
When test mode is selected you can dictate the email address to which all system emails will be sent.  However, once the system is set to live mode the email will be selected based on the program.
Mode
Email > Settings

The Email Component engine can deliver emails in two basic modes:

Test Overrides email associated to user and sends all emails to one specific email address noted in Test mail field.  Test mode should be in use while in a non-production environment

Live Sends emails to user associated with transaction.  Live mode should be in use for production environment

Maximum Days Email Headers Are Stored
Email > Settings

Email headers older than this number of days will be removed by the scheduler job.  Header information includes:

Document ID

Email Type

Sent Date

Resent Date

Recipient

Maximum Days Email Details Are Stored
Email > Settings
Email details older than this number of days will be removed by the scheduler job.
Save Email Log
Email > Settings
When enabled all emails for the templates selected will be logged. When enabled you can decide how long the emails should be kept. A scheduler job will run to clean up the email log. By default the logging level is set to Debug and captures minimal data about the email sent.  However, in Trace mode the log will contain a full XML document. When set to no, the Email Log menu option will not be displayed in the menu.displayed in the menu.

 

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. 
View Shopping History
If the web user does not have permission to view order history then Shopping History option is hidden.
View Invoice History
If web user does not have permission to View Invoice History then the user is redirected to an internal error page where an error message is displayed. (“You are not authorized to execute this action”).

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