====== E-Commerce Sales Order Features ======

You use Dynamics NAV standard Sales Order list and document pages for processing e-commerce orders. With E-Commerce B2B, your Sales Order document page is extended to accomodate the extra functionality required for e-commerce order processing, yet these extensions do not affect processing the orders that are not related to e-commerce.

===== Sales Order Extensions =====

The Sales Order page will include an E-Commerce section, displaying the key facts about the Web Order, if the Sales Order has originated from a Web Order. Clicking the **Web Order No.** field will open the relevant Web Order page, while the other fields are merely informative.

{{:docs:order_processing:so-ext-section.png?nolink|}}

There are also E-Commerce related functions present in the Actions section of the Ribbon.

{{:docs:order_processing:so-ext-actions.png?nolink|}}

|< 100% 200px - >|
^ Action ^ Comment ^
| **Release** | Standard Dynamics NAV feature to change Status from //Open// to //Released//. \\ E-Commerce B2B introduces additional dialogs for e-commerce orders, see [[#releasing_an_e-commerce_order|Releasing an E-Commerce Order]]. |
| **Reopen** | Standard Dynamics NAV feature to change Status from //Released// to //Open//. \\ E-Commerce B2B introduces additional dialogs for e-commerce orders, see [[#releasing_an_e-commerce_order|Releasing an E-Commerce Order]]. |
| **Open Web Order** | Displays the Web Order that this Sales Order has been created from. |
| **Update Web Order** | //Refreshes// or updates the Web Order with the current contents of the Sales Order. As the result, the customer-visible order within the Storefront will reflect the updated contents from the current Sales Order. \\ If the current Sales Order is found to be different from the Web Order, a new "//Modified by Sales Doc.//" version is created for the Web Order to preserve the order your customer has originally placed. \\ This function is mostly used by **E-Mail Link to Order** and **Request Customer Approval** features, which execute this function automatically. |
| **E-Mail Link to Order** | Composes an e-mail to the customer including the link to an updated version of their order. \\ See [[#e-mail_customer_regarding_the_order|E-Mail Customer Regarding the Order]] for details. |
| **Request Customer Approval** | Composes an e-mail requesting customer's consent/approval for any changes you have made to the order. \\ See [[#collecting_approval_for_changes|Collecting Approval for Changes]] for details. |

===== Releasing an E-Commerce Order =====

By convention used by E-Commerce B2B, //Status=Open// indicates that the document is work-in-progress at the sales department, e.g. a manager is working on it. Releasing the Order or setting //Status=Released// in turn means that the Order has been finished by the manager, and now the goal would be, depending on your process, to execute the order - initiate warehouse picking, collect prepayment, purchasing / requisition etc.

When the standard **Release** function is used for e-commerce Sales Orders, the system will compare the Sales Order to the original Web Order and in case any differences are found in order contents / amounts, the system will present the choice of further actions that can be performed automatically by E-Commerce B2B.

{{:docs:order_processing:order-release-dialog.png?nolink|}}

|<100% 250px - >|
^ Action ^ Comment ^
| **Update Web Order (no Approval)** | The Web Order is //refreshed// with the current contents of the Sales Order, but not customer approval initiated.  \\  Same as if manually using **Update Web Order**. |
| **Request Customer Approval for Changes (do not Release)** | The Web Order is //refreshed// with the current contents of the Sales Quote, and the Customer Approval process is initiated. \\  Same as if manually using **Request Customer Approval**. \\ The Sales Order __will not be released__ so that no further processing is triggered until receiving customer approval. |
| **Ignore Web Order** | No action is taken in relation to the Web Order. |
| **Cancel** | Aborts releasing the Order. |

===== E-Mail Customer Regarding the Order =====

Should you need to communicate any order details with the customer using e-mail, use the **E-Mail Link to Order** function to automatically compose an e-mail including the link to the order within the Storefront.

**Update Web Order** will be automatically executed before generating the e-mail, so that the customer-visible order within the Storefront is updated with the current Sales Order contents. 

{{:docs:order_processing:order-email-link.png?nolink|}}

You can alter the e-mail text as neccessary, or click **OK** leaving the Edit in Outlook checkmark placed, which will open the e-mail in your Microsoft Outlook, where you edit and send the e-mail at your convenience. If you do not have Microsoft Outlook installed, clicking OK with Edit in Outlook checkmark removed will send the e-mail using the Dynamics NAV Server. Alternatively, click Cancel to abort sending the e-mail.

E-Mail composition is based on the [[admin:e-commerce_setup:e-mail_templates|E-Mail Template you configure]] for this purpose when setting up E-Commerce B2B.
===== Collecting Approval for Changes =====

When you have changed the order and need customer's consent or approval
before proceeding to Releasing the order to warehouse or accounts
receivable, use the **Request Customer Approval** function.

The function will compose an e-mail requesting customer's approval and set the //Customer Approval = Approval Pending// field on the Web Order.

Additionally, **Update Web Order** will be automatically executed before generating the e-mail, so that the customer-visible order within the Storefront is updated with the current Sales Order contents.

{{:docs:order_processing:order-email-approval.png?nolink|}}

You can alter the e-mail text as neccessary, or click **OK** leaving the Edit in Outlook checkmark placed, which will open the e-mail in your Microsoft Outlook, where you edit and send the e-mail at your convenience. If you do not have Microsoft Outlook installed, clicking OK with Edit in Outlook checkmark removed will send the e-mail using the Dynamics NAV Server. Alternatively, click Cancel to abort sending the e-mail.

E-Mail composition is based on the [[admin:e-commerce_setup:e-mail_templates|E-Mail Template you configure]] for this purpose when setting up E-Commerce B2B.

Within E-Commerce B2B Role Center, the order will now be displayed on the //Pending Approval// cue of the Sales Orders.

{{:docs:order_processing:order-approval-rc-pending.png?nolink|}}

The customer review of order within the Storefront may result in the following outcomes:
  - If the customer takes no action, the order will remain in the //Pending Approval// state, and your typical task would be performing the follow-up communication.
  - If the customer does not approve the change, she has the possibility to submit comments from the Storefront. You would then receive e-mail / Role Center notifications of such comments and act accordingly.
  - If the customer approves the change, the order moves to the //Approved// cue of the Sales Orders, indicating you can safely release the order for further processing.

{{:docs:order_processing:order-approval-rc-approved.png?nolink|}}