https://kb-transact.sel.so/ 2026-04-07T17:03:42+0000 https://kb-transact.sel.so/ https://kb-transact.sel.so/lib/tpl/bootstrap3/images/favicon.ico text/html 2016-01-04T15:39:16+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/approval_order?rev=1451921956&do=diff Customer Approval for Order Changes Under some circumstances, there may may be a need to change or amend an order that your customer has placed. Normally the customer should be informed of such changes before shipping takes place, and you may also need to acquire the customer consent that the order is still valid after your changes. text/html 2017-04-12T06:39:24+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/ecm_so_rolecenter?rev=1491979164&do=diff E-Commerce Role Center E-Commerce B2B ships with a Role Center (dashboard) page that is typically used by the managers responsible for e-commerce order processing. In its standard form, it displays sales documents related to e-commerce channel, e.g. the orders received from the E-Commerce Storefront, and also includes links to the commonly used master data catalogs, e.g. Web Accounts and Items. text/html 2017-05-09T07:18:08+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/features_order?rev=1494314288&do=diff 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. text/html 2017-05-09T07:19:12+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/features_quote?rev=1494314352&do=diff E-Commerce Sales Quote Features You use Dynamics NAV standard Sales Quote list and document pages for processing e-commerce orders. With E-Commerce B2B, your Sales Quote document page is extended to accomodate the extra functionality required for e-commerce order processing, yet these extensions do not affect processing the quotes that are not related to e-commerce. text/html 2016-02-15T08:56:51+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/features_weborder?rev=1455526611&do=diff Web Order Features A Web Order document in Dynamics NAV represents an order your customer has placed online using the Storefront. In itself, it is organized similar to Dynamics NAV Sales Order, yet it is technically a standalone document. Web Order and its lines are bi-directionally synchronized to the Storefront, which means that any changes performed on the Web Order in Dynamics NAV are automatically reflected to the customer in the Storefront, and vice versa. text/html 2016-02-04T11:34:48+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/flow_order?rev=1454585688&do=diff Supported Processing Flow at Sales Order Stage The flowchart outlines the possible flow of e-commerce order processing when the order has reached the Sales Order stage, i.e. - a Sales Order has been created for the Web Order. See E-Commerce Sales Order Features for the details and instructions. text/html 2016-02-09T13:04:09+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/flow_quote?rev=1455023049&do=diff Supported Processing Flow at Sales Quote Stage The flowchart outlines the possible flow of e-commerce order processing when the order has reached the Sales Quote stage, i.e. - a Sales Quote has been created for the Web Order. See E-Commerce Sales Quote Features for the details and instructions. text/html 2016-02-09T14:35:39+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/flow_web_order?rev=1455028539&do=diff Supported Processing Flow at Web Order Stage The flowchart outlines the possible flow of e-commerce order processing within the initial Web Order stage, i.e. - a new e-commerce order has been placed, and no Sales Quote or Sales Order have been created yet. text/html 2017-05-09T06:59:57+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/order_taking_setup?rev=1494313197&do=diff E-Commerce Order Taking Setup Depending on your business model, which may be B2B, B2C or hybrid, typically shifted towards one of these models, you can configure E-Commerce B2B to automatically handle new e-commerce orders in three different ways. The best fit will be determined by the anticipated document flow, and proper set up will ensure the most efficient order processing workflow. text/html 2016-02-02T16:49:49+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/receive_order?rev=1454431789&do=diff Receiving E-Commerce Sales Orders This section applies to the scenario where you have configured E-Commerce B2B to automatically accept the incoming e-commerce orders as Dynamics NAV Sales Orders. Every new order that is placed by a customer at your E-Commerce Storefront automatically appears in the Sales Orders list in your Dynamics NAV. If configured, you also receive a notification via e-mail or My Notifications list on your Dynamics NAV Role Center. text/html 2017-04-12T06:32:12+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/receive_quote?rev=1491978732&do=diff Receiving E-Commerce Sales Quotes This section applies if you have configured E-Commerce B2B to automatically accept the incoming e-commerce orders as Dynamics NAV Sales Quotes. Every new order that is placed by a customer at your E-Commerce Storefront automatically appears in the Sales Quotes list in your Dynamics NAV. If configured, you also receive a notification via e-mail or My Notifications list on your Dynamics NAV Role Center. text/html 2017-04-12T06:34:09+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/receive_web?rev=1491978849&do=diff Receiving and Validating Web Orders This section applies to the scenario where you have configured to review and accept the incoming Web Order manually, that is, validate each new web-originating order before manually converting it to a Dynamics NAV Sales Order or Dynamics NAV Sales Quote. text/html 2017-04-12T06:36:19+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/docs/order_processing/web_order_field_reference?rev=1491978979&do=diff Web Order Field Reference General section Web Order No. The system-wide unique number of the Web Order automatically assigned by E-Commerce B2B. ---------- Version Indicates the currently viewed version of the Web Order: Field Value Description