image16.gif

 


 

 

Order Lifecycle Management - Automation

List of settings that manage:

 

path.PNG

 

Path: Back Office > System Admin > Systems Settings Manager > Order Lifecycle Management > Automation

 

 

 

 

tip.PNG

Tip: A shortcut to the Systems Settings Manager is clicking the System Settingsicon-sys_settings.pngicon from the Main Menu and then selecting the Password & Failed Login Policy link from the list.

 

Automation Fields

The Automation section includes four subsections:

Credit Card Capture Automation

Fraudulent Order Detection Automation

Inventory Sourcing Automation

Order Lifecycle Automation Monitor

 

The tables below describes the purpose or use of each Automation tab settings on the Order Lifecycle Management screen.

 

Credit Card Capture Automation

Credit card capture automation enables you to automatically capture previously authorized credit card payments. Authorization is not performed if the authorization amount is greater than the order due balance. Instead, the order is automatically set to the CC Exceptions order status. If the automatic capture fails, the payment status is automatically set to "Voided".

 

Field

Description

Enable Credit Card Capture Automation

Check box to automatically capture previously authorized credit card payments. Authorization is not performed if the authorization amount is greater than the order due balance. Instead, the order is automatically set to the CC Exceptions order status. If the automatic capture fails, the payment status is automatically set to “Voided”.

Make Available for Capture Automation when

Order is created:

Authorized credit card payments are available for automated capture upon order creation.

Order is fully shipped:

Authorized credit card payments are available for automated capture upon order shipment. An order is considered shipped if the order status is set to the "Fully Shipped Order Status" system setting, accessible from the Shipping > Notification system settings section.

 Capture Funds For Delayed Delivery Upon Order Creation.

Capture Automation Performed at

Automation can be performed on the half-hour at multiple times during the day.

Use the scroll bar to choose preferred time. It is recommended that you select all to ensure that your captures are always current.

OLM_-_times.png

Order is in one of the following statuses

Ability to only capture authorized payments for Orders in a status as selected from list. If no statuses are selected, it ignores that criteria.

Re-authorize and Capture if Capture Fails

Check box to attempt to re-authorize and capture credit card funds if the capture of the original authorization fails.

CC Automation Exceptions

Orders are automatically set to this status if the automated credit card capture or re-authorization fails.

Choose Order Status from Menu below by clicking drop down arrow, and using scroll bar (partial list shown)

OLM_-_cc_exception.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.

 

button - apply-reset.png

 

 

Credit Card Reauthorization Automation

Allows you to specify number of days and order statuses to search for payments that need to be re-authorized. This is specific to Club and Recurring order management.

image616.gif

 

 

Fraudulent Order Detection Automation

Fraudulent order detection automation enables you to automatically detect orders that are potentially fraudulent. Once exception flags have been set, any exceptions are listed in the Order Manager orders list, which should be checked daily.

 

Field

Description

Enable Fraudulent Order Detection Automation

Check box to automatically detect orders that are potentially fraudulent.

Automation is Performed at

Automation can be performed on the half-hour at multiple times during the day.

Use scroll bar to view times (partial list shown). It is recommended that you select all to ensure that your captures are always current.

OLM_-_times.png

Order Disposition Requirements

Order is in one of the following statuses: Fraud detection automation will be attempted for all orders in any one of the following statuses:

OLM_-_hold_status.png

Use scroll bar to view status of order disposition (partial list shown)

Order is in one of the following channels: Fraud detection automation will be attempted for all orders from any one of the following channels:

OLM_-_channels.png

Use scroll bar to view order channel (partial list shown)

Grand Total Fraud Detection Test

Click the box to enable Grand Total Fraud Detection Test.


An order will fail fraud detection if the grand total is greater than the Order Grand Total Threshold.

If enabled, set the following Amount setting:

OLM_-_grand_total.png

Shipping Method Fraud Detection Test

Click the box to enable Shipping Methods Fraud Detection Test

An order will fail fraud detection if the shipping method is one of the Potentially Fraudulent Shipping Methods.

If enabled, set the following Shipping Method setting:

OLM_-_ship_methods.png

Use scroll bar to view shipping method (partial list shown).

Grand Total and Shipping Method Fraud Detection Test

Click the box to enable Grand Total and Shipping Methods Fraud Detection Test
An order will fail fraud detection if the grand total is greater than the Order Grand Total Threshold and the shipping method is one of the Potentially Fraudulent Shipping Methods.

If enabled, set the following setting:

OLM_-_grand_total.png

Choose the Potentially Fraudulent Shipping Methods:

OLM_-_ship_methods.png

Use scroll bar to view shipping method (partial list shown).

AVS and CCV Fraud Detection Test

 

3818.png

Check for International Billing Address

 

image222.gif

Compare Order's States Fraud Detection Test

Click the box to enable Compare Order's States Fraud Detection Test
An order will fail fraud detection if the order bill state is not the same as the order ship state.

Check IP Address Fraud Detection Test

Click the box to enable Check IP Address Fraud Detection Test
An order will fail fraud detection if the order bill state is not the same as the IP address of the computer used to place the order. You will need to setup an account with either vendor to obtain your Service Key.

If enabled, set the following setting:

image360.gif

tip.PNGTip: this is a good "first" step to  test fraud protection. It provides a  lighter mechanism if unsure of how much fraud detection to use.

Compare Shipping and Billing Zip Codes Fraud Detection

An order will fail fraud detection if the order bill zip does not match the order ship zip

Check Shipping and Billing

Specific values can be added to the following options for additional fraud detection:

 

Zip codes, City, State, Name, Address, Email

Resulting Order Statuses

Upon performing fraud detection automation, the order status is automatically updated. The following settings enable you to set resulting order statuses depending on the fraud detection results.

 

Passed:

Orders are automatically set to this status if all of the enabled options pass.

 

OLM_-_fraud_pass.png

 

Failed:

Orders are automatically set to this status if any of the enabled options fail. Choose the option for setting either passed or failed by using the scroll bar.

 

OLM_-_fraud_fail.png

 

Validate AVS Fraud Detection Test

Select the status for orders that fail the payment processor CCV (credit card validation) fraud test.

Validate CCV Fraud Detection Test

Select the status for orders that fail the payment processor AVS (address verification service) fraud test.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ecxclamation.PNG

Important: If activating Fraud Detection, the Resulting Order Status for "passing" orders cannot be the same status as is selected for Order Disposition Requirements in the Inventory Sourcing Automation section. If the same status is selected for both, the fraud detection process is ignored and the order continues through automation without fraud review.

Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.

 

button - apply-reset.png

 

Failed Order Management

It is recommended practice to review order statuses on a daily basis. From the Order Manager, filter orders using exception statuses. For Fraud Detection Failure complete the following steps.

  1. Filter the orders on the assigned Failed status, i.e., Non Compliant.
  2. Review the orders and determine validity.
  3. If the order is valid, manually move the order into the status assigned to your Inventory Sourcing Order Disposition Requirements, i.e., Ready to Source, so that it continues though the order lifecycle via automation.
  4. If the order is not valid, execute your failed order policy.

 

 

Inventory Sourcing Automation

Inventory sourcing automation enables you to automatically source order inventory. This includes assigning and backordering stock inventory, and the adding just-in-time inventory to the Purchase Order Queue.

 

Field

Description

Enable Inventory Sourcing Automation

Check box to automatically source order inventory. This includes assigning and backordering stock inventory, and the adding just-in-time inventory to the Purchase Order Queue.

Automation is Performed at

Automation can be performed on the half-hour at multiple times during the day.

Use scroll bar to view times (partial list shown). It is recommended that you select all to ensure that your captures are always current.

OLM_-_times.png

Order Disposition Requirements

Order is fully paid:

  • An order associated to a channel that is selected will not be sourced until it is fully paid.

  • An order associated to a channel that is not selected may be sourced before it is fully paid.

OLM_-_channels.png

Order is one of the following statuses:

OLM_-_source_start.png

Partial Shipping

Partial Ship

The order is automatically updated to the "In Shipping" status if any inventory is assigned to the order regardless of whether other items on the order are on backorder, in the Purchase Order Queue, or in an open just-in-time or drop-ship purchase order.

Do Not Partial Ship

The order is updated to the "In Shipping" status once all inventory is assigned to the order.

Exclude Drop Ship Items

This is a system setting to control an optional workflow which allows orders to go to "In Shipping" status even if there is an outstanding drop- ship purchase order.

If you are setup with the "Do not partially ship" setting, you can choose to have drop-ship items excluded from the do not partially ship calculation. If the "Exclude Drop-Ship Items" option is checked, an order is updated to the "In Shipping" status once all stock/JIT inventory is assigned to the order, regardless of the status of drop-ship items. Once the stock and JIT items are shipped the status moves into Awaiting Inventory (or Awaiting Drop-ship Confirmation depending on your Drop-ship status setting) until you close out the receipt of the drop-ship item(s).

1350.jpg

Stock Fulfillment Automation

Stock fulfillment automation enables you to automatically assign inventory and create shipments. In addition, by enabling the following option, you can automatically backorder inventory that is out-of-stock.

ecxclamation.PNG Important: Stock fulfillment automation will first attempt to assign previously reserved inventory. If inventory is not reserved, the warehouse deletermined by the Fulfillment Warehouse Selection Rule system setting is used when attempting to assign or backorder inventory. In addition, automation only applies to SKUs whose Default Fulfillment Method is set to "Stock" unless inventory is previously reserved.

Identify whether to:

  • Automatically backorder out-of-stock inventory. (NOTE: If unchecked, orders go into Requires Manual Sourcing status.)

  • Automatically fulfill backorder inventory when inventory becomes available.

Drop-ship Fulfillment Automation

Drop-ship automation enables you to automatically send drop-ship inventory to the Purchase Order Queue.

Identify whether to:

  • Source first from Stock inventory if available before going to PO Queue.

  • Source from default Vendor if no active Vendor stock is available.

Just-in-time Fulfillment Automation

Just-in-time fulfillment automation enables you to automatically send inventory to the Purchase Order Queue.

ecxclamation.PNG Important: Just-in-time fulfillment automation uses the SKU's Default Vendor and vendor's Default Method and Default Template when automatically adding inventory to the Purchase Order Queue. In addition, automation only applies to SKUs whose Default Fulfillment Method is set to "Just-in-time".

Identify whether to:

  • Source first from Stock inventory if available before going to PO Queue.

  • Source from default Vendor if no active Vendor stock is available.


Resulting Orders Status

Upon performing inventory sourcing automation, the order status is automatically updated. The following settings enable you to set resulting order statuses depending on what automation actions are performed.

Assign statuses per situation as an item works through the Order Lifecycle The sample selection in the image below depicts the common choices for each situation. Custom statuses can be added, contact your CORESense Implementation Consultant.

image586.gif

Invalid US Shipping Zipcode

Format Exception Status

Select the order status you want assigned to any order that fails to meet the valid 5-digit zip code check.

zip_code_check.png

 

Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.

 

button - apply-reset.png

 

 

Order Lifecycle Automation Monitor

The Automation monitor identifies how you want to be communicated regarding Automation issues.

 

Field

Description

OLCM Long Run-Time Warning Email

Enter the email address that warning emails should be sent to if an issue occurs with order automation. Multiple email addresses can be comma-separated.

OLCM Warning Timeout

Enter the amount, in minutes that order automation should run before triggering a warning email.  

ecxclamation.PNGImportant:  If any of these fields are unset, monitor emails will not be sent.

 

 

 

 

 

 

 

 

 

 

 

 

 

See Also

 

 

 

© 2015 CORESense · 1-866-229-2804 · info@coresense.com · 125 High Rock Avenue, Saratoga Springs, NY 12866