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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 with 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 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.

Order status is calculated as follows:

  • If the order is On Hold the application will display "On Hold" as the status.
  • If all lines have a last status that is greater or equal to 980 and the last status is different than 995 and the line's next status is equal to 999 the application will display "canceled" as the status.
  • If at least one line’s next status is less or equal to the "Status limit for open orders" (Sales Settings|Advanced tab) the application will display "Open" as the status.
  • If all lines next status is greater than the "Status limit for open orders" (Sales Settings|Advanced tab) the application will display "Complete" as the status. 

Please note that the following lines will be excluded from the Order Status calculation.  If the only line on the order is one of these types then the status will show canceled.

  • Freight (Shipping|Freight Lines Type)
  • Discount (Sales Settings|Advanced|Discount Line Type)
  • Surcharge (Payment|Advanced|Surcharge Line Type)

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 - Determines which order types can be seen in Order History as well as which order types can be modified. 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.
Cross Reference Type for Customer Product Number
Ecommerce > Settings
JD Edwards item cross reference type code representing customer item number.
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.
Tracking Line Type
Shipping > Settings
The line type that will be assigned to the tracking line generated on orders that contain products to be shipped to the customer.
Pickup Default Carrier
Shipping > Settings
Address number used for default carrier for pickup.
Store Companies
Profile > Account Receivable
Companies for which information on the site will be displayed. Recent orders, Recent invoices, etc will display information from all the store companies defined here. The exception is the Account Balance element that will display information from company 00000.
Invoice Document Restrictions
Profile > Account Receivable
Limits the invoice types to display in Invoice History and Invoice Payments.
Credit Order P4210 version
Sales > Credit Order
Designates the version of the Sales Order application (P4210) that will be used for credit/return orders.
Credit Order Document Restrictions
Sales > Credit Order
Determines the order types to display when selecting an order for return.
Quote Entry P4210 Version
Sales > Quotes
Designates the version of the Sales Order application (P4210) that will be used in the Solution for quote order entry.
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.
Sales Order Document Restrictions
Sales > Settings
Sales order types to display in Order Status / Shopping History. Also defines which document types can be modified.
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.
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.
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. 
Display massive actions
Catalog > Product Listings

Determines if massive actions (such as add to cart or add to wish-list) are displayed or not. Available in:

  • Catalog
  • Most Viewed Products Full List View
  • Product Content Replacements View
  • Product Search Results
  • Recently Viewed Products Full List View
  • Wish List
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. For pickup orders the message, “All items must be shipped or picked up at the same address” may appear.
  • 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.
Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, search mode, delimiter, and layout mode).
Display product images
Web Site > General Behavior

You can decide to show/hide product images on your website. When the setting is setup to show images, you must configure the Product Thumbnail Sizes.

This setting affects all widgets except Catalog and Search Results. These widgets have a property in the designer to allow user to configure to Show/ Hide images and to select the image thumbnail size.

Display product images in tabular mode
Web Site > General Behavior
Determines if product images will be displayed in tabular mode.
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
Paging display mode
Web Site > Paging Configuration
The options are:
  • Enable user to change the number of records per page
  • Show fixed records per page
  • No paging
Number of products per page - On Grid
Web Site > Paging Configuration
Define the numbers of products the to display per page in Grid Mode.
Default page size - On Grid
Web Site > Paging Configuration
The default page size when viewing products in grid mode.
Number of products per page - On List
Web Site > Paging Configuration
Define the numbers of products the to display per page in List Mode.
Default page size - On List
Web Site > Paging Configuration
The default page size when viewing products in list mode.
Catalog provider
Catalog

Defines the website catalog provider. The options are:

  • Internal with App Search
  • Internal with Elasticsearch
  • External
Allow check for replacements
Inventory
Replacement items are offered when you attempt to add an obsolete item to the cart.  This setting determines if checking for replacement items is allowed.
Guest Users - Display add to cart
Web Site > Guest Users
Determines if add to cart will be available for guest (unauthenticated) users.
Guest Users - Display Price Information
Web Site > Guest Users
Determines if pricing information will be available for guest (unauthenticated) users.
Product listing thumbnail size
Web Site > General Behavior
This size is used in grid and list mode listings. For example, in widgets like Wish List, Most Viewed, Recently Viewed, etc. This size is also used in the Content display mode. For example, in widgets like Shopping History, Shopping Cart, Invoice History, etc. SmarterCommerceThumbnail 120X120 recommended.  Please note if you image(s) are smaller than the recommended size you may see excess white space.  For more information on creating new thumbnail sizes please click  here
Configure paging for grid and list mode
Web Site > Paging Configuration

Internal setting to switch configuration between list and grid mode settings.

Google Analytics version
Web Site > Google Analytics

.Google Analytics version in use. Choose from:

  • Google Analytics 4 (GA4)
  • Universal Analytics (UA)
  • Universal Analytics (UA) and Google Analytics 4 (GA4)
Google Analytics Product category code
Web Site > Google Analytics

Product Brand category code used to take the Google Analytics order information. 

Google Analytics Product brand category code
Web Site > Google Analytics

Product category code used to take the Google Analytics order information. 

View Shopping History
If the web user does not have permission to view order history then Shopping History option is hidden.
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.
Modify Orders
Allow user to Modify Orders
View Returns History
If the web user does not have permission to view returns history then Returns History option is hidden.
Return Orders
Determines if the web user is allowed to create return orders. 
Quote Order Entry
Determines if the web user is allowed to create quotes.
Change Default Ship To
If the user has no permission to change default ship to then the option is disabled.
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”).
Licenses
  • Premier.ECommerce.Order

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