2.55-4. Block Sales Orders (DMS Failed) - Document Status Matrix DSM – Document Status Blocked

General Description of the Feature 

Document Status Matrix is a new feature that enables the sales process to be (indirectly) in sync with the DMS order statuses.

By enabling Document Status Matrix - DSM feature in DSW, the Document Status can be set to specific statuses based on the response of the service [*CreateOrUpdateOrder() (IntegrationLayer)] creating the order in the DMS.

The Document Status can be configured to a certain status upon service* failure (HTTP 4XX, 5XX) and to another one for (2XX).

The requirement dictates that, upon service failure, the Document Status can be set to "Blocked" and that the User should be able to setup a dedicated Workflow (WF) Validation, the invalidation of which, blocks the user to move the Workflow State any further.

For example: in case of many offers are available, the User should not be able to continue to create an order by selecting the Offers with Document Status “Blocked”. A message should appear informing the User that the offer document is invalid at status "Blocked".

Example from Mongologs for “Blocked” Offer:

Example from Mongologs for “Quoted Offer” Offer:

Mocap after selecting the Workflow transition “Order:

As mentioned above, the User should not be able to continue to create “order” by selecting the Offer with Document Status “Blocked”

Message which informs the User that the offer document is invalid at status "Blocked":

Note: In case the DSM is disabled no logic alteration are applied in the Sales process (Retail / Wholesale).

*CreateOrUpdateOrder() (IntegrationLayer)

Business Benefit 

The user (sales advisor) can see the document status and recognize whether he can proceed with the process within the DSW. This enables him to take the necessary measures to solve the issue.

The issue can be business/functional or technical issue.

When the document status is updated to a valid status, he will be able to continue with the process.

For example: In case of Offer Document Status is "Blocked" in DSW, the User can reprocess the Blocked Offer in DMS and send it back to DSW, after this, the Offer Document Status in DSW will be updated to any valid Status e.g., "Released", which allow the User to proceed to the next step.

Configuration

• Setup Keys

EnableNeuroOdil = "True"

EnableTRIntegrationLayer = "True"

EnableDocumentStatusMatrix = "True"

WholesaleCreateOrderSelectedDocumentStatuses > the setup key must contain all the valid DSW statuses

• Configure Document Status Matrix - DSM

URL: ~/SetupEntities/DocumentStatusMatrixGridList

From the + button “Create new matrix entry”

DSM GridList Page:

Setup the rules / The User can add a new DSM Entry by selecting:

Example from Proaxia environment:

• Document Type: Order Document
• Document Status on DMS Failure: Blocked
• Document Status on DMS Success: Order

• Table

• DSW Workflow validation

The above mentioned validations must be added under each related transition to prevent the User from continuing with the Workflow in case the document status is “Blocked”

Example from Proaxia SIT environment:

Add the Validation at all Order transitions

Additional Information 

Feature Number: ODP-2232

Test Case: PRO-514