Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
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 even though it may have one or more reasons for review. Refer to Set System Parameters, for instructions.
Process Orders: Order Review Reasons tab
Open Issues - displays only those reasons that have not been overridden
All - displays all of the reasons, even if they have already been overridden
select a reason from the list at the bottom of the screen and select this 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
selecting this button results in all of the conditions preventing the order from being automatically approved to be overridden
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; select OK to proceed or Cancel to abandon the creation of the new reason
Order Review Reasons: Select from List screen
Reason column- provides a description of the reason the order was not approved
OK column- indicates whether the reason has been overridden
Created: 1/21/12
Revised: 9/18/14
Published: 08/19/15