If the process finds new stores to fulfill the order, the original order will be replaced in those stores using Cancel and Replace functionality.
New Order status
New order status are available to track the acceptance or the rejection of a Sales Order by a store:
Sales Orders can be registered in a given store in Not Confirmed status through Order Loading WebService.
Not Confirmed status means the order has been booked from an external system but it has not been accepted by the store yet.
In case the order is accepted by the store, it will be moved to Booked status.
In case the order is canceled by the store, it will be moved to Closed status.
In case the order is rejected by the store, it will be moved to Automatic Evaluation status.
Automatic Evaluation status means the order has been rejected by the store and needs to be re-evaluated, to find a different store that can fulfill it.
In case the re-evaluation finds a cross store that can fulfill the order, the original order in Automatic Evaluation status will be canceled and moved to Closed status and a new order will be created in the cross store under Not Confirmed status.
In case no cross store can fulfill the whole order, the original order will be rejected and moved to Manual Evaluation status.
Manual Evaluation status means the re-evaluation was not able to find a cross store that can fulfill the whole order.
Same as Not Confirmed status, orders in Manual Evaluation status can be moved to Booked, Closed or Automatic Evaluation in case they are accepted, canceled or rejected.
A new button has been added to Sales Order window to allow running Automatic Evaluation orders evaluation for selected orders in Automatic Evaluation status.
Order Confirmation background process
Order Confirmation background process includes two subprocesses:
Not Confirmed orders evaluation
Orders in Not Confirmed status are automatically updated to Automatic Evaluation status as per OMS Configuration definition.
OMS Configuration allows to define the maximum waiting time for Not Confirmed orders in hours and minutes.
Every order in Not Confirmed status for a period bigger than the one defined in OMS Configuration window, will be automatically updated to Automatic Evaluation status.
Then, Automatic Evaluation orders will be re-evaluated by the same background process.
Automatic Evaluation orders evaluation
Orders in Automatic Evaluation status are automatically evaluated, using OMS engine, to find a different cross store that can fulfill it.
In case a cross store can fulfill the order, the original order in status Automatic Evaluation will be canceled and replaced by a new one in the cross store under Not Confirmed status.
A netting payment will be created in the Cross Store Organization to keep original and canceled orders paid. Original payment will be moved to the new replacement order.
It is also possible that OMS engine proposes different stores to fulfill the whole order. In this case, the original order will be replaced by a set of new orders, each one in a different cross store.
In case order can not be fully replaced in cross stores, it will be moved to Manual Evaluation status.
We have three stores configured under the same Cross Store Organization: Magento store, Vall Boí store and Orhi store.
We have a OMS Configuration for Magento store.
A new Sales Order with 10 units of a product is registered in Magento store and pointing to Magento touchpoint. The order is imported under Not Confirmed status using Order Loading WebService.
As Magento store can not fulfill the order, the store rejects it and the order is updated to Automatic Evaluation status.
Order Confirmation background process is launched for Magento store.
OMS engine will look for available stock in any cross store, excluding the stores that have already rejected the order.
In that case, the engine proposes Vall Boí store to fulfill 8 units and Orhi store to fulfill the rest 2 units.
Using Cancel and Replace functionality, original order in Magento store is canceled and two new replacements are created in Not Confirmed status: one with 8 units in Vall Boí store and another one with 2 units in Orhi store.
Finally, Vall Boí and Orhi stores accept the orders and both are moved to Booked status.