Daily Order Processing

Overview of AR50

Daily Order Processing performs a variety of actions on regular orders, consignment orders, and shipping labels. In most cases, the specific actions taken are shown on a report listing each affected order, categorized by the action. As its name implies, it should be run a minimum of once per day. Failure to do so will result in various unresolved “loose ends” within DDI-Connect. Most importantly, it will leave credit-card transactions unprocessed. The report output lists information such as the order number, order type, customer #, customer name/address, and action taken.

• From the DDI Connect main menu, double-click Order Entry
• Double-click Daily Order Processing. The parameters screen will launch:

The following fields are available on this screen:

Field	Description
Process	Select either all orders or specific order. If you selected specific order, an additional field will appear that allows you to enter the order number that you wish to process
Cancel/Close orders X days after the required date	Daily Order Processing can close or cancel regular and consignment orders that haven’t fully shipped after their required dates. You can disable this action by specifying a value of zero in the “Close/Cancel orders ___ days after the required date” field in the report options window. A non-zero value determines how long following its required date an order can remain unshipped before it is closed or cancelled. Note that this rule does not apply to consignment orders with event end dates. These are always closed one day after the event end date. Daily Order Processing closes consignment orders without event end dates the specified number of days after their start date. Cancelled orders are listed in the report section titled “Canceled Orders - Unable to Ship by MM/DD/YYYY”. Closed orders are listed in the report section titled “Closed Orders - Unable to Ship by MM/DD/YYYY”
Delete shipping labels after X days	Daily Order Processing automatically deletes shipping labels after a specified number of days. By default, labels are deleted after seven business days. To disable this action, enter a value of zero in the “Delete shipping labels after ___ days” field in report options
Delete empty batches after X days	Daily Order Processing deletes order batches containing no orders a specified number of days after their creation. These batch numbers are not listed in the report. Enter the # of days after which empty batches should be deleted
Do not exceed pre-authorized amount for credit card purchases	This option controls whether actual credit card charges can exceed the preapproved amount. This can occur if order quantities or shipping charges increase between order entry and order picking or shipping. This is not normally a problem unless the increase is substantial and the card is near its credit limit. Therefore it is recommended that this option not be enabled
Release held credit card orders that are ready to be picked	Credit card orders previously placed in a hold status will eventually be released by Daily Order Processing once backordered quantities are available for picking (stored at a pickable location and not committed elsewhere). Before an order can be released from a hold status, the remaining order amount is calculated and an attempt is made to pre-approve this amount on the credit card. Successfully pre-approved orders released from a hold status are listed in the report section titled “Ready to Pick Orders - Credit Card Authorized”. Orders for which the pre-approval was declined are listed in the report section titled “Ready to Pick Orders - Credit Card Declined”

Print Options

After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.

Option	Description
Printer	Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise
Format	Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page
Memo	If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension
View Report	This option generates a pdf file that is displayed on the screen when the report is generated
Archive Report	If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer
Print Report	If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen
Print via PDF	Prints directly to your printer.
Email	This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient
Duplex/Top	Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur
Duplex/Side	Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur
Green bar	Adds shaded, horizontal bars to the report, making it easier to read across columns
No dialog	Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated
Extra copies	If you want extra copies of the report generated, type the number in this field

Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.