For detailed information on the logic used to activate order lines, please see Understanding the Logic for Activating Order Lines.For detailed information on the logic used to activate order lines, please see Understanding the Logic for Activating Order Lines.
To change the status of an order line, right-click the order line and select the appropriate status.
A line status cannot be changed from “Active” to “Proforma” once packing slips have been printed.
When working with Meetings with a waitlist, the waitlisted line in the order is activated if the waitlist quantity in the order is less than or equal to the active space available quantity in the product setup. For more information on waitlists, please see Defining Meeting Capacity.
By right-clicking the order line, you can also perform the following:
· Delete – deleting an order line will remove the order line from the order. This is different than cancelling. In order to save the order, at least one order line must exist on the order.
· Cancel – order lines can be cancelled without a refund or with a refund. For more information, please see the specific section of the subsystem order line you want to cancel.
· Return – A return is different from a cancellation, because with a return you can select whether you want to trigger restocking fees for INV products. For more information, please see Returning an Inventoried Product.
· Renew – only SUB and MBR products can be renewed. For more information, please see Renewing a Membership or Renewing a Subscription.
· Put On Hold – typically used for partially-paid orders. Since HOLD is a Line Status, revenue is NOT recognized when an order line has the Line Status of H.
Waitlisted meeting orders lines cannot be put on hold.
If you put a membership order on “Hold” the customer stops receiving member benefits and is not included in member counts until you activate the order again.
· Expel - this would be a permanent decision by staff to remove a member from the association’s membership roster. All member benefits and renewal processes will ignore this status.
· Suspend - this is a temporary membership state that staff can set if an issue arises. All member benefits, member counts, and renewal processes exclude any customer with this status until a staff member reverts the customer’s Fulfill Status back to Active. SUSPEND is a Fulfill Status that leaves the Line Status as ACTIVE, so revenue IS recognized when an order line has the Fulfill Status of S.
· Terminate-at-End - if a member calls Customer Service and decides that they do not want to continue membership after the end of their current period, then select this status. They will continue to receive member benefits until the membership End Date has past and the renewal process will skip this status.
· Transfer - when an order line is transferred to a new ship-to customer, the original line item Line Status will be “Cancelled”, the Fulfill Status will be “Transfer”, and a new line item will be added to the order with the newly added ship-to customer.
· Show Full line Item Detail – opens the Line Item Details screen to review line detail and pricing information and product specific information for the order line.
If an order has the Order Method set as WEB, back office staff cannot manually activate the order line. This will happen most often when the Order Method is RETAINED via the ORD650 during the membership renewal of a prior membership order that originated from the eBusiness controls. There are three options for the staff: (1) activate the order line via some other means (e.g., receipt creation), (2) if you DO NOT want to RETAIN the Order Method of WEB, change the Order Method to NULL, save, and then manually activate the order line, and (3) if you DO want to RETAIN the Order Method of WEB, change the Order Method to NULL, save, manually activate the order line, save, change the Order Method to WEB, and then save.