New Features

This is a new order rule result and is required for the Approval Process noted below to function correctly. It is expected to be used in conjunction with a Order Message result as well to inform the user why the order is not being generated.

Added supported page type of Order Entry to the existing order rule result and updated it to work on both order entry and order edit pages.

Created to support the Approval Process below, this is a new order rule result. When used for the first time, this result will create a new BRAIN | Project Type called Sales Order Approval. Further, when used, this result will create a project and task that will be sent to a configurable user/group. Currently, this only works in Customer Service.

Created a new process during order entry. This requires the above Require Approval order entry result and the Sales Manager role to access and, when operational, will send a task to the Sales Manager instead of creating the order. The Sales Manager can then Approve or Deny, which sends a task back to the CSR with a link to the appropriate cart. Setup notes and two examples of when this process would be used can be found here.

This uses the previously released Address Verification System (AVS) account setup at System Management | System | Global Settings | System Management | AVS Freight Account. We added a new Site Setting | Ecommerce | My Account | AVS Address Changes checkbox, which cannot be set if the above Global Setting is not set up. When enabled, on the customer address page, the address book page, and the add ship to dialog on checkout, if there are any changes, we will display the old address and the new AVS address to the user and allow them to choose the one they want to use. As of 28.5, only FedEx is supported for AVS.

Further improving our existing code, we added this functionality to our grids so users can optimize it for their use or the role they are in at the moment. This enables employees who have multiple roles within a company to customize the Projects Reports, for example, according to those roles so they can easily switch back and forth between them as needed.

This is a new order rule trigger that activates whenever a CSR changes the price on an item in customer service order entry. Thanks to the flexibility of order rules, you could then combine this with other results to disallow price changes entirely (see the Prevent Order result above) or force the order to go through the order approval process (see setup for that here.)

Further Project Phoenix improvements to our BRAIN Inbox.

This is a new order rule trigger and is expected to be used in conjunction with other results, such as the Prevent Order result added above as well as an Order Message result.

Further Project Phoenix improvements to our Projects Report page that allow users to further refine dates. Want to review projects from this Quarter? Or Last Month?

This is a new order rule trigger and is expected to be used in conjunction with other results, such as the Prevent Order result added above as well as an Order Message result.

Further Project Phoenix improvements to our Projects Report page that allow users to further refine search parameters.

First pass of converting the BRAIN | Task page to Project Phoenix by adding a view screen.

Massive improvements to this functionality in order entry. If an item is a kit item, clicking on this button displays the kit components and allows you to drill down to locations and even view lot/serial numbers if appropriate. If the item is not a kit item, but has a bill-of-material, clicking on the item detail allows you to review both locations and sub-components in the BOM.