About Bulk Operations on Orders

There are several bulk operations that can be performed on orders.

These can only be performed from the Order Search window, not the Order Line Item search, nor from any other windows with order search results.

Bulk operations include:

• Bulk Resubmit

• Force Complete Order Line Items

• Cancel Order Line Items

• Change Order State

How to Perform a Bulk Action

1. Select the orders to which the bulk action will be applied. Multiple rows may be selected using standard Windows functionality. Use Ctrl-click to select noncontiguous rows. Use shift-click to select contiguous rows. Use the Select All menu option (or Ctrl-A) to select all orders returned by the order search.

   Note

   You must continue to hold down Shift or Ctrl-A in order to enable the Bulk Operations menu, even if you use the Select All menu option.

2. Right-click and choose Bulk Operations > action.

   Selecting a bulk operation first triggers a confirmation message. If the user continues with the bulk operation, the orders are added to a queue for processing.

   If you submit multiple bulk operations in succession, the operations will occur in the order they were submitted.

• For example if you first select a group of orders and perform the Force Complete Order Line Items bulk action on the orders, then perform the Change Order State bulk action on the same group of orders, all Force Complete Order Line Items actions will occur before the Change Order State actions.

Dependencies

• Users must have the applicable permissions enabled. If you do not have permission to perform bulk operations, the Bulk menu options are not shown.

• The bulk actions are only available when more than one order is selected. The bulk actions are not available when only one order is selected in the search results. If you do have permission to perform bulk operations, but you only select one row, the Bulk menu options will be shown, but will be disabled.

• Certain actions are only available for specific order statuses.

Order Statuses

The bulk operations displayed in the shortcut menu are dependent on the statuses of the orders selected:

• Bulk Operations > Resubmit - Only orders with a status of Submitted, In Process, Canceled, or Completed are available for resubmit.

• Bulk Operations > Force Complete Order Line Items - Only orders with a status other than Completed, Canceled, or On Hold can be bulk completed.

• Bulk Operations > Cancel Order Line Items - Only orders with a status of On Hold can be bulk canceled.

• Bulk Operations > Change Order State - Only orders with a status other than Completed or Canceled can have their order states updated. If any orders with statuses of Completed or Canceled are included in the multi-select, the Change Order State option is disabled in the context menu.

  If any order selected fails the order status rules for display of the menu option, the menu option is disabled.

• For example, if 100 orders with a status of In Process and one order with a status of Complete are selected, Force Complete Order Line Items is shown, but is disabled in the Bulk Operations menu.

  Bulk Order Processing

  Bulk actions are not processed immediately when the action is selected. To avoid undue strain on the system, the actions are collected in a queue and processed periodically by a new scheduled job: Bulk Order Queue Processing. The job is scheduled to run every hour; however, it may also be run as needed, on demand.

  This job monitors the new bulk order queue, and submits bulk actions that have not yet been processed in batches of 200. A 5-second wait occurs after each Resubmit action due to Task Engine limitations.

  When a queued action is run, the date/time the action is processed is recorded in the BulkOrderQueue table. Once the ProcessDate has been set, the action is considered complete and will not be processed again. The action is retained in the queue table for historical purposes.

  The BulkOrderQueue table is NOT viewable via the IDI Desktop Client. It is only available through the database, and is included in the replication process.

  Note

  If you do a Run Now on the job, and there are >200 records in the queue table, it will process 200 and stop. You'll need to do another Run Now to continue processing the rest of the records.

  Potential Conflicts and Error Handling

  The job/queue only performs BULK operations. If a bulk action for a particular order is added to the queue, and a singular action is performed on the same order, the order in which these actions are performed depends on timing; either action could occur first.

  If an error is encountered when starting the action, the scheduled job will continue through the batch of 200 actions, but will record the error in the job history. Upon completion of the 200 actions, the scheduled job will fail. This type of error is most commonly seen when another order is in process on the account.

  Permissions for Bulk Orders

  The permissions that control bulk functionality are found in Admin Console:

  Applications > CG Client > Customer Management > Customers > Orders > Bulk Operations:

  • Bulk Resubmit Orders

  • Bulk Force Cancel Orders

  • Bulk Force Complete Orders

  • Bulk Change Order State