Alerts are system-generated warning messages indicating that a
customer's order needs to be addressed in order to advance the record
through the workflow. Alerted objects are identified with a red alert icon
().
Examples of alerts might include:
See Order Queues.
You can find alerted records on these pages:
You can enable or disable a user's ability to clear order alerts in Order Management Administration: click Settings > Providers > Customer Service > Company level.
Typically, records are alerted and suspended at the same time to allow further review and resolution of the alert. Suspended records are highlighted in yellow when searching.
In certain situations, an order must be temporarily halted through the Order Management workflow. The record can be suspended to halt the order. Similarly you can resume an order's progress through the workflow by unsuspending the record. Order records are most commonly suspended in the Administration module, however, there are instances when an order record can be suspended or resumed in Customer Service Center.
The following are typical scenarios when alerts are generated on orders in Customer Service Center.
Scenario – review orders with a system alert |
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A customer's order was created and submitted for processing. When the order was ready to be fulfilled, Order Management attempted to capture the payment; however the credit card was declined due to an expired credit card date. This generated an alert on the order. The Customer Service Representative needed to contact the customer to request a new payment method. |
Action |
The Customer Service Representative performs these steps
to address the payment method expiration date and clear the
alert:
The order now progresses to capture the payment due and to fulfill the order. Note: Cleared Alert(s) are
listed in the System Events tab of the Details
section.
|
Scenario – review orders with an alert and in a suspended state |
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A customer placed an order for a pair of shoes. The Customer Service Representative confirmed that there was one pair of shoes available in inventory. The next day, an Alert was generated and the order was suspended because the shoes were not available in inventory. The Customer Service Representative contacted the fulfillment site about the inventory status. The Fulfillment site associate confirmed that yesterday it appeared that one of the shoes was damaged and they could not be sold. There was no on-hand inventory today but inventory should be available tomorrow. |
Action |
The Customer Service Representative performs these steps
on the following day to remove the alert and the suspended state
of the order:
The order now progresses to fulfill the order. Note: Cleared alert(s) are listed in the System
Events tab of the Details section.
|