Process: Preprocess order

Flow

Legend

Preprocess order

Objective

Preprocess an order to ensure that the total charges are valid and that the order is ready for processing.

Description

Order processing takes place after an order has been submitted by a Buyer. Order preprocessing is the first stage of order processing. This stage is necessary to ensure that the order is ready for processing -- that is, that inventory allocation is valid and that prices and charges are correctly calculated.

Order-quotation expiry is handled and items requiring allocation are allocated or backordered. If any items were allocated, the order is reprepared, which recalculates shipping and shipping taxes.

Input to the process is a ready-to-be-processed order. Output of the process is a preprocessed order.

Features

Order preparation or repreparation

Quote-expiry handling

Edition

Professional, Business Edition

Subprocesses

Tasks

Task Description Role
Check order

Check a submitted order to make sure that it has not already been processed. The default behavior is to check whether or not the order has payment information saved for it. If it does, the command fails.

System
Check order acceptance

Check that an order can be accepted for processing. The default behavior is to check that the trading agreements for all the order items in the order have an active status.

System
Notify customer (external)

Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already.

System
Recalculate shipping and taxes

Recalculates shipping charges and taxes, and locks the order.

System
Update billing address

Update the billing address. The default behavior is to update the billing address from the terms and conditions if a billing address exists for it. If it does not exist, the billing address is updated based on the customer information associated with the order.

System

Business artifacts

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