The Order Details form is a form that sales reps and B2B Storefront customers can access from the Cart view of their order. This form contains fields with additional information about the order. This information is saved along with the order and can be printed on the Order PDF that is emailed, and integrated to the ERP.
If you mark a field Mandatory on the Order Details Form this means the order will not be able to be submitted until the user opens the form and fills in this field.
Mandatory fields are marked with a red star on the form and users will receive a warning message listing the required fields if they try to submit an order without filling in this field, the form will automatically open and once they enter a value in the field and save the order will be submitted.
You can also make line-item fields in the Cart mandatory. For example a mandatory line-item remark, or a pull down menu to select a return reason code for each line-item for a Return transaction.
If the line-item field is not filled in, a notification will appear notifying the user which fields are missing.
NOTE: When marking line-item fields in the cart as mandatory you must mark them mandatory in the Cart Grid View configuration in addition to any other view in which you wish to make them mandatory. The validation of mandatory fields in the cart uses the Grid View configuration. If a field is marked mandatory in another Cart view (ie Lines view) and not in the Grid View, it will not be validated.
How to mark a field as Mandatory in Order Details Form:
Edit the Transaction Type and in Views and Forms -> Transaction Details -> Details Form, edit the configuration.
Click on the edit (pencil) icon next to the field heading and select the check box for "Mandatory".
(Selecting "Read only" will make the field non-editable.)
Here is what it will look like on the form ( * red star next to the field):
To force the Details Form to pop up at any point in the Order workflow use the Open Form action.
This action opens the Details form. If the form does not contain fields marked as mandatory it will not be opened. Selecting "Always open form (even if no mandatory fields)" will open the form even if does not contain mandatory fields.
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