Order Entry

When an order is saved the system assigns inventory to the order based on availability and on the shipment schedule date.  If this is outside of the picking window (how far in advance you want inventory tied up) then the goods are not allocated.  A nightly process then allocates the goods as the schedule date approaches.

Based on policy setting, for an order with CC payment terms, the system does the following when the order is saved.

First, the system determines the amount to authorize.  This is the value of the order scheduled to ship with in the timeframe set by the policy: PLWINDOW.

Authorizations can take into consideration shipping charges and add an amount to the order based on a percentage of the order value or a fixed amount for freight.  If it is a fixed freight order this amount is used.  This is controlled by the policies:

          CCAPFRTA: Amount to add to authorization.

          CCPFRTA: Percentage - to add to authorization.

If policy SOECCAUT = AUTO (A &R Mode) the system connects to the gateway to request authorization for the amount calculated above.  If the authorization fails the system prompts the operator to continue, and if so it places the order on "1" hold and saves it.  If the authorization is successful the system then voids the authorization and saves the order with the code "AUTOAUTH" in the authorization field. 

If policy SOECCAUT is set to AUTHONCE (Normal Mode) the system connects to the gateway to request authorization of funds for the amount calculated above. If the authorization fails the system prompts the operator to continue, and if so places the order on "1" hold and saves it. 

In either of the above cases a CCTRAN record is written to record the authorization/attempt.

If policy SOECCAUT is set to MAUAL (Manual Mode) the system just places the order on "1" hold when the order is saved.

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Order Edit