Proposal summary
Marshall would like to Prevent Credit card authorization on the orders of Hold Customers
Requirement
Marshall would like to prevent users from getting a credit card authorization if the Sales Ops Account Hold or Accounting Account Hold are enabled in the customer record. Users can run an authorization if the Bypass Account Hold is checked though.
The validation should be done if the button is clicked or with the Save button and Get Authorization checkbox checked.
Also, need to exclude these sales orders from the results of the saved search created to monitor credit card orders that need to be authorized
Our Solution
Description of Task
This requirement can be achieved by
- Updating an existing script on Sales order which will
- Disable/Hide the Get Authorization check box to avoid the user from saving the SO by Ticking that check box
- Hide the Authorize Credit Card button
- Also will exclude the corresponding Sales Order from the below Saved searches
- Credit card orders (Ship Complete) Pending to Authorize MAR-684
- Credit card orders (Not Ship Complete) Pending to Authorize MAR-684
If the following criteria mets
- ( SALES OPS ACCOUNT HOLD is True in the customer record
OR
- ACCOUNTING ACCOUNT HOLD is True in the customer record )
AND
- BYPASS ACCOUNT HOLD is False
Risks
- The script update to disable the Get Authorization field may impact the performance of the SO edit
Testing Plan
- These updates and internal verification can be completed on the business off-hours
Time
| Task | Time Required |
| Analysis | .5 hrs |
| Script on SO edit, Partial Authorization workflow update, and Saved search update | 4 hrs |
| Testing | 1 hrs |
| Deployment and Documentation | .5 hr |
| Total | 6 Hours |