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Disputing or Commenting on an Order in Aptify e-Business

From the Unpaid Order control, a Company Administrator can comment on or dispute an order if needed. For example, if the company is being billed for activity by a former employee and the company administrator believes that the company is no longer responsible for paying the order, the administrator can add a note to the order that is then reviewed by a staff member.
The following steps illustrate what happens during this dispute resolution process.

  1. On the Unpaid Orders page, the Company Administrator clicks the Add/Edit link in the Comments column for the order about which he/she has a question.
  2. This opens the Review Comments dialog where the administrator enters the relevant details. 

    Add Comments to an Order

  3. When finished, the administrator clicks Save and the order is flagged in the Unpaid Orders grid.

    Order Flagged for Review

  4. In Aptify, this event triggers the Notification to Review Order Comments process flow, which does the following:
    • Creates a task for a staff member to follow-up on the order comments. The task's Assigned date defaults to the current date and the Due date is in one week. The task is assigned to the employee identified in the Aptify_UC_Navigation.config file by the AssignedToID property for the AdminOrderDetail control. You can also configure properties for the Task Description, Status, Priority, and Type.
    • Send an email notification to the staff member that there is an order to review.

      Generated Task to Review Order

  5. The staff member reviews the order (which is also linked to the Task by default) and updates it as needed. The Company Administrator's comments can be found on the Messages > Company Admin Review Comments tab. The Order also includes an alert that comments exist on the order.

    Order with Comments

  6. The staff member contacts the Company Administrator to discuss the resolution to the order dispute. The staff member can add additional comments to the Company Administrator Comments field (which would be visible to the administrator on the Unpaid Orders page from the Add/Edit comments box) or the staff member can clear the comments, which remove the alert from Aptify and clear the Flagged for Review notification on the Unpaid Orders page.

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