Process Orders: Order Review Reasons

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Overview

The Order Review Reasons tab displays any reason an imported order needs to be reviewed manually before being approved.

It is also the place where the user can bypass any or all of those reasons to approve the order.

Some reasons that an order may not be automatically approved are:

• it has special instructions or comments from the customer

• the payment method is not recognized by the program

• all items on the order are backordered (out of stock)

• the order includes drop ship items

• sales tax was added by the program

• customer defined Approval Rule

System parameter AllowApproveWithOpenIssues controls the behavior of the program in relation to Review Reasons tab. If this parameter is set to TRUE, it is possible to Approve an order Indicate that an order is ready to ship, i.e. payment has been collected, any necessary drop ship orders have been placed, etc. If an order is approved, both the Approve and Complete checkboxes are checked on the Process Orders screen. even though it may have one or more reasons for review. Refer to Set System Parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters.,  for instructions.

Description of the Order Review Reasons Screen

Show: Radio Buttons

• Open Issues - displays only those reasons that have not been overridden

• All - displays all of the reasons, even if they have already been overridden

OK Selected Reason Button

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a reason from the list at the bottom of the screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) and click this button to override one of the conditions preventing the program from automatically approving the order

• the check box in the OK column of the datasheet will be marked as a result of this action

OK All Reasons Button

• clicking this button results in all of the conditions preventing the order from being automatically approved to be overridden

Add a Reason Button

• this button opens the Select From List screen, where a user may create a new condition (reason) for the order to not be approved

• select a category from the list and enter the new reason; click [OK] to proceed or [Cancel] to abandon the creation of the new reason

Datasheet Fields

• Reason column- provides a description of the reason the order was not approved

• OK column- indicates whether the reason has been overridden

Additional Information

Created: 1/21/12

Revised: 4/24/12

Published: 04/13/16