Order Control Maintenance

Every QAD CSS order-entry process can be controlled using a series of global configuration options. These options drive the business rule processing of order entry. For example, some options affect access to QAD CSS order-entry features, while others affect how QAD CSS interacts with QAD EA.

Note: These options are typically set during product implementation. Any change should be carefully reviewed and planned as it will affect the way customers interact with the site.

See Implementation Guide: QAD Customer Self Service for additional details about defining your order-entry process.

This QAD CSS page has components affected by global configuration options; specifically, billing and shipping address update and browse.

The menu location of Order Control Maintenance is Home Menu|Administration Menu|System Control Menu|Order Control Maintenance.

Note: Consider restricting access to individuals with the specific responsibility of controlling the QAD CSS order processing business rules.

Clicking the Order Control Maintenance menu option displays the screen in Order Control Maintenance.

Order Control Maintenance

The key screen components of the Order Control Maintenance navigation screen are:

Order Prefix

Specify a prefix for the sales order number. By using a different prefix than the one specified in QAD EA’s Sales Order Control (7.1.24), you can easily identify orders that were placed using QAD CSS.

Default Item Site

Permits QAD CSS to override the default site assigned by QAD EA.

Item Site List

Permits QAD CSS to override a default list of allowable sites. This field is not used with QAD EA.

Use User ID

This instructs QAD CSS to use the QAD CSS user ID to identify the actual user who placed the order within QAD EA. See also the description of the useUserID registry setting.

Post to QAD Core

Determines if orders are immediately posted to QAD EA after they are entered by the buyer.

Yes: Orders are immediately posted to QAD EA after they are entered by the buyer in QAD CSS.

No: A CSR must use Order Processing to review and then submit the pending orders. To notify the CSR about the pending orders, custom programming is needed to store appropriate e-mail addresses in QAD EA. The QAD CSS system provides an e-mail event (EX073) to support your custom programming.

Credit Notify on Startup

QAD CSS has the ability to notify the user that their account is on credit hold. QAD EA determines whether the customer is on credit hold. Upon account login, the credit hold notification message will be displayed if the account is on credit hold and this option is selected. The notification message is maintained in Error Message Maintenance.

Credit Notify on Submit

QAD CSS has the ability to notify the user that their account is on credit hold. QAD EA determines whether the customer is on credit hold. Upon submission of an order, the credit hold notification message will be displayed if the account is on credit hold and this option is selected. The notification message is maintained in Error Message Maintenance.

Post Order When on Credit Hold

This field instructs QAD CSS to post an order to QAD EA, regardless of customer credit hold status.

Credit Notify on Enter

QAD CSS has the ability to notify the user that their account is on credit hold. QAD EA determines whether the customer is on credit hold. Upon starting an order, the credit hold notification message is displayed if the account is on credit hold and this option is selected.

The notification message is maintained in Error Message Maintenance.

Add Ship-To

This field indicates that customers can add new ship-to addresses during the order-entry process. New addresses are posted for storage in QAD EA.

Browse Ship-To

This field indicates that customers can select from existing ship-to addresses during the order-entry process. This list can contain addresses from QAD EA, QAD CSS, or both.

Update Bill-To

This field indicates that customers can update bill-to addresses during the order-entry process. Modified addresses are posted for storage in QAD EA.

Browse Bill-To

This field indicates that customers can select from existing bill-to addresses during the order-entry process. This list can contain addresses from QAD EA, QAD CSS, or both.

Note: Only one bill-to address is associated with a QAD EA customer. Therefore, you should not update the bill-to field. Further, all new and modified ship-to addresses are stored as new temporary addresses in the QAD EA application.

Recover Orders

When this is Yes, QAD CSS saves the order and all line items as they are entered, line by line. If the user exits an order by mistake or loses a network connection while entering the order, the system prompts them at the next login to resume where they were interrupted, or to begin a new order-entry session.

The Uncommitted Orders Report produces a list of all incomplete and uncommitted orders. Administrators can then view and delete all orders available for recovery.

Note: It is recommended that this feature remain selected.

Archive Orders

After an order is communicated to QAD EA, it is deleted by the system. When Archive Orders is Yes, the system keeps a copy of each order in a side table in QAD CSS after it is sent to QAD EA. Archived orders can be viewed and are listed on the Order Archive Report.

Note: You can use the system registry setting deleteOrder to prevent the system from deleting orders for certain users, regardless of the setting of Archive Orders.

Archive Incomplete Orders

When this is Yes, the system archives even those orders that were not completed. None of these orders will be in QAD EA. Incomplete archived orders can be viewed and are listed on the Order Archive Report.

This feature is helpful to track marketing issues.

Clicking a command button executes one of the following actions:

•	Save commits the changes to the database.

Note: The Progress WebSpeed agents must be restarted before the changes go into effect.

•	Reset returns all fields to the state prior to any changes.