Proposal summary
Marshall would like to update Bulk Accounting Hold Approval page and need to include Email Notification on Authorization Failure
Requirement
Marshall is looking for a method to exclude Cash Sales orders from Sales Order Approval – Accounting Hold Bulk page. For this, either they have an option to filter Terms multi-select. If that’s not possible, then that needs to be excluded from criteria.
For backorders, our warehouse manager (MEI – Warehouse Manager) will be running the authorizations once inventory arrives. If the CC declines, need to set up an email alert to notify the user that created the SO that the card declined and a new card needs to be requested from the customer
Our Solution
Description of Task 1: Cash Sales orders from Sales Order Approval – Accounting Hold Bulk page Update
This requirement can be achieved by converting the Terms filter field into a multi select field. So that user can choose all the terms except Cash sale inorder to filter the SO except Cash Sale Order.
Description of Task 2: Email Notification on Partial Authorization Failure
This requirement can be achieved by updating the script of Partial Authorization, which will check the Result of Last Payment event. The script will send an email to the SO creator if the last Payment event Fails and the current user’s role is MEI – Warehouse Manager. The email content will set as follows
Subject :
SO# <Doc No> Partial Authorization Failure Notification
Message :
Hi <SO Creator Name>
This is to notify that the Credit card declined for the Order <Doc No> you have created for the <customer name>. A new Credit card needs to be requested from the customer for processing this order.
Regards
Marshall Warehouse Manager
Risks
- Terms list is sourced by standard method and so it populates all the Payment Terms. Since the Cash Sale value still will be there in the filter list, the user can able to use the Bulk approval page also for Credit Card order approval by choosing the corresponding value on the filter
Testing Plan
- First requirement can be done directly in the Released page itself with proper Testing before business hours
- The second task can be deployed to specific users for testing purposes and upon confirmation we can release to MEI – Warehouse Manager role
Time
| Task | Time Required |
| Analysis | .5 hr |
| Cash Sales orders from Sales Order Approval – Accounting Hold Bulk page Update | 2 hr |
| Email Notification on Partial Authorization Failure | 3 hrs |
| Testing | 1 hr |
| Deployment and Documentation | .5 hr |
| Total | 7 Hours |