Support for sending status updates to Magento shopping carts was introduced with Version 1.2 of the Magento integration script, which is available at the download gateway.
Magento has a defined list of status labels or codes that can be used to identify the processing status of an order. Magento imposes some restrictions on how statuses change during the order life-cycle, and thus may not completely mesh with all possible work-flows in the Order Manager. These restrictions can prevent the Order Manager from changing the actual status of the order at Magento, but the program will write a note in the order to indicate the change of status within the Order Manager and it will also transfer tracking information to a Magento shipment record if the tracking infromation exists in the Order Manager at the time the status update is triggered.
The acceptable status labels are:
Pending Payment or Pending_Payment
New
Processing
Complete
Closed
Canceled (only one "L" in canceled)
Holded (this is not a typographical error, it is an actual status)
Order shipment records in Magento are tied to items and the number of shipments for an order cannot exceed the number of items in the order, or the status update will fail to complete.
When a status update is triggered by the Order Manager, the program will look for any shipment records for the order (at Magento) and if one does not yet exist, the program will create a shipment record and add the tracking information to it. If shipment records already exist for the order, Order Manager will add the tracking information to the most recent shipment record which may not necessarily be associated with the item whose status information is being sent. It will also attempt to change the status of the order, which may or may not be successful depending on the internal Magento requirements for changing an order's status. At the very least, a note will be added to the order indicating the change of order status within the Order Manager.
The user must define the acceptable status labels in the Order Manager via the List Maintenance function. The spelling of the entries must exactly match the labels listed above, with the exception that Pending Payment can have either a blank or an underscore between the words.
Go to the Maintenance Menu>Maintenance tab>List Maintenance>Go.
Choose the Status group from the Select List box.
Type the new status label name into the Status text box.
Click the Save button.
Repeat for each Magento status label that will be used.
For more information, see Creating Status Labels Using the List Maintenance Form.
Decide which status event(s) will trigger the sending of status changes to the cart. See the knowledge base articles, Status Events and Descriptions and Status Events for more information. Changes made to status events take effect immediately.
Go to the Maintenance Menu>Setup Functions>Status Events>Go.
Choose the event that will trigger the status update from the Event column.
Choose the appropriate Magento status from the drop-down list in the Order Status column.
Check the Notify Cart box.
Close the Status Change Events window.
Go to the Main Menu> Maintenance Menu>Maintenance tab>Set System Parameters or choose System Parameters from the Quick Clicks on the Main Menu.
Set the UseStatusUpdates parameter equal to True. This parameter can also be set via the Store Setup Wizard (first page of the Order Status System section) by checking the box labeled Use Status Updates.
Click the Save button to save the parameter change.
Set system parameter GenericStatusSendXML to True.
Note: This cart does not require the system parameter UseGenericStatusUpdates to be set equal to True.
Click the Close button to exit the Set System Parameters form.
Manually trigger a status event for an order and check the stack to see the records added to the queue. (Ctrl+Shift+S) The status of the order must actually be changed in order for a status update to be generated.
Verify that the status change is noted in the order and any tracking information is added to a shipment record for the item. Remember that the actual status of the order in Magento may not take place due to their internal order status restrictions.
Created 9/25/09