Handling Messages that Require Attention
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(→Removing Messages from the Requires Attention List) |
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- | + | [[Message Center]] includes a filter that displays messages that require your attention. By default, when you open Message Center from Order Entry or Point of Sale, Message Center performs a search for these messages. | |
- | + | You should always ensure you are handling these messages that require attention to keep your business running smoothly when it comes to wire orders. | |
- | + | ||
- | + | The following criteria is used in determining whether a message requires attention: | |
+ | *Any incoming or outgoing order message that has not been attached (except for phoned in orders) | ||
+ | *Any incomplete order | ||
+ | *Any outgoing order with errors | ||
+ | *Any order where you have received a message that needs a response (for example, an Ask message you need to answer or a Reject message where the order needs to be resent) | ||
+ | *Any order message where the Hold box has been checked | ||
+ | |||
+ | The Requires Attention list also sets the Delivery Date parameter to 30 days back from the current date. | ||
+ | |||
+ | '''To display the Requires Attention list in Message Center:''' | ||
#Select both the Incoming and Outgoing check boxes. | #Select both the Incoming and Outgoing check boxes. | ||
#From the Message Type list, select Requires Attention. | #From the Message Type list, select Requires Attention. | ||
Line 10: | Line 19: | ||
All messages that require attention appear in the results list. | All messages that require attention appear in the results list. | ||
- | + | <table><tr><td>[[Image:TipIcon.png]]</td><td>When you open Message Center from Order Entry or Point of Sale, the default search is for messages that require attention.e</td></tr></table> | |
==Removing Messages from the Requires Attention List== | ==Removing Messages from the Requires Attention List== | ||
- | + | If a message appears in the Requires Attention list, you need to take an action on it to remove it from the list. If you are unclear on why the message appears in the Requires Attention list, right-click on the message and select Why This Requires Attention. A window will inform you why the message requires attention. | |
- | If a message appears in the Requires Attention list, you need to take an action on it to remove it from the list. If you are unclear on why the message appears in the Requires Attention list, right-click | + | |
- | on the message and select Why This Requires Attention. A window will inform you why the message requires attention. | + | |
The action you take depends on the type of message and its status. | The action you take depends on the type of message and its status. | ||
- | + | <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | |
- | + | <tr style="background:#D1BC61;"> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 150px;">Message Type</td> | |
- | + | <td style="padding: 3px; text-align left; font-size: 10pt; font-weight: bold;">How You Remove it from Requires Attention</td> | |
- | + | </tr> | |
- | + | <tr> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Order</td> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | |
- | + | *Attach it | |
- | + | *Reject it | |
- | + | *Forward it | |
- | + | </td> | |
- | + | </tr> | |
- | + | <tr style="background:#f2ebd8;"> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Ask</td> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | |
- | + | *Send an Answer message (when you send an Answer message, the Ask message is automatically acknowledged) | |
- | + | *Acknowledge the message | |
- | + | </td> | |
- | + | </tr> | |
- | + | <tr> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Answer</td> | |
- | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Acknowledge the message</td> | |
+ | </tr> | ||
+ | <tr style="background:#f2ebd8;"> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Forward</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;">Acknowledge the message</td> | ||
+ | </tr> | ||
+ | <tr> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Reject</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | ||
+ | *Resend the order | ||
+ | *Cancel the order | ||
+ | </td> | ||
+ | </tr> | ||
+ | <tr style="background:#f2ebd8;"> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Confirm</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;">Acknowledge the message</td> | ||
+ | </tr> | ||
+ | <tr> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Cancel</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | ||
+ | *Confirm the message | ||
+ | *Deny the message | ||
+ | </td> | ||
+ | </tr> | ||
+ | <tr style="background:#f2ebd8;"> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Deny</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;">Acknowledge the message</td> | ||
+ | </tr> | ||
+ | <tr> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Outgoing Order with Error</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;">Resend the order</td> | ||
+ | </tr> | ||
+ | <tr style="background:#f2ebd8;"> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Outgoing Order Attached to an Incomplete Sale</td> | ||
+ | <td style="padding: 3px; text-align:left; font-size: 9pt;">Complete the sale</td> | ||
+ | </tr> | ||
+ | </table> | ||
Although the optimal way for removing messages from the Requires Attention list is to take action on the message, you can also right-click on a message in Requires Attention and select Remove from Requires Attention. You are informed that updates to the order or additional related messages may cause the message to reappear in the list. You are then prompted to confirm the removal. | Although the optimal way for removing messages from the Requires Attention list is to take action on the message, you can also right-click on a message in Requires Attention and select Remove from Requires Attention. You are informed that updates to the order or additional related messages may cause the message to reappear in the list. You are then prompted to confirm the removal. | ||
- | |||
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Current revision
Message Center includes a filter that displays messages that require your attention. By default, when you open Message Center from Order Entry or Point of Sale, Message Center performs a search for these messages.
You should always ensure you are handling these messages that require attention to keep your business running smoothly when it comes to wire orders.
The following criteria is used in determining whether a message requires attention:
- Any incoming or outgoing order message that has not been attached (except for phoned in orders)
- Any incomplete order
- Any outgoing order with errors
- Any order where you have received a message that needs a response (for example, an Ask message you need to answer or a Reject message where the order needs to be resent)
- Any order message where the Hold box has been checked
The Requires Attention list also sets the Delivery Date parameter to 30 days back from the current date.
To display the Requires Attention list in Message Center:
- Select both the Incoming and Outgoing check boxes.
- From the Message Type list, select Requires Attention.
- Click Search.
All messages that require attention appear in the results list.
When you open Message Center from Order Entry or Point of Sale, the default search is for messages that require attention.e |
Removing Messages from the Requires Attention List
If a message appears in the Requires Attention list, you need to take an action on it to remove it from the list. If you are unclear on why the message appears in the Requires Attention list, right-click on the message and select Why This Requires Attention. A window will inform you why the message requires attention.
The action you take depends on the type of message and its status.
Message Type | How You Remove it from Requires Attention |
Incoming Order |
|
Incoming Ask |
|
Incoming Answer | Acknowledge the message |
Incoming Forward | Acknowledge the message |
Incoming Reject |
|
Incoming Confirm | Acknowledge the message |
Incoming Cancel |
|
Incoming Deny | Acknowledge the message |
Outgoing Order with Error | Resend the order |
Outgoing Order Attached to an Incomplete Sale | Complete the sale |
Although the optimal way for removing messages from the Requires Attention list is to take action on the message, you can also right-click on a message in Requires Attention and select Remove from Requires Attention. You are informed that updates to the order or additional related messages may cause the message to reappear in the list. You are then prompted to confirm the removal.