This topic describes the Order Entry functions that are supported and unsupported in the Aptify web interface.

Web-Only Functions

Aptify 5.5.5 adds the following Order Entry functions that are only available to users of the Aptify web interface:

Ability to add customers to Bulk Orders records
Ability to edit or delete existing customers in Bulk Orders records
Adjusts the vertical and horizontal scrollbars that can appear on the Customers tab of a Bulk Orders record
Ability to add a product to an existing Bulk Orders record and have that new product apply to all existing Bulk Order Customers
Editing and deleting products from a Bulk Orders record

Supported Functions

The Aptify web interface supports the following Order Entry services and functions, broken down by release:

The Aptify web interface supports the following Order Entry services and functions, broken down by release:

Aptify 5.5.5
Aptify 5.5.4
Aptify 5.5.3
Aptify 5.5.2
Aptify 5.5.1

Aptify 5.5.5

Create, open, and edit Orders records
Create, open, and edit Payments records
Create, open, and edit Saved Payment Methods records
Support for Saved Payment Methods on Orders, Payments, and in the New Order wizard (including the Save for future use option)
Invoice Consolidation wizard: See Using the Invoice Consolidation Wizard
New Order wizard
Order Cancellation wizard: See About the Order Cancellation wizard in the Web Interface.
Bulk Orders and the Bulk Order wizard: Using the Bulk Order Wizard
Bulk Write Off wizard: Using the Bulk Write-Off Wizard
Payment Refund wizard
Standing Order Fulfillment wizard
Batch wizards for Orders and Payments
- Orders and Payments that are part of a batch are marked as such and any accounting related fields cannot be modified, just like in the Desktop client. Added a GL Entry Details tab for the web interface, which provides the ability to view transaction data for each account in the batch. See Creating General Ledger Batches in the Web Interface for more details.
Shipping and Handling: Supports basic shipping and handling functions. There is limited support for more complex shipping and handling functions:
- Shipping/Handling Dialog: Users can view or modify the shipping and handling details.
- Shipment Type Plug-ins: A developer can specify a plug in, to implement organization-specific logic to determine an order's shipping charges. However, Shipment Type Plug-ins are not supported.
- Shipping Confirmation: The Shipping Confirmation dialog feature is not supported.
- Ship Partial and Back-order: Starting with Aptify 5.5.4, partially shipping order (i.e. creating back-orders) is supported. See Back-ordering Partial Shipments for more details.
- Shipping/Handling Dialog: Users cannot view or modify the shipping and handling details.
Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax Detail Windows: Users can view the Tax Details dialog.
- Tax-Included Products: Does not support product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
Multi-Currency Support: Available for applications and services that are supported on the web interface. For example, orders and payments can be taken in different currency types.
Note

When orders and payments are saved against the appropriate spot rate in the web interface. However, the Mark to Market wizard is not supported, and must be run from the Aptify Desktop client.
Campaigns and Meeting Sessions: When ordering Campaigns for Orders that include sessions, Campaigns cannot be applied as they are normally in the Aptify Desktop client. Users will need to open each session from the order line and add the Campaign separately.
Minimum and Maximum Selling Units: This functionality has limited support. If the correct amount of units is not on the order (either minimum or maximum units, a message is not displayed (and it is always defaulted to 1 unit). However, when attempting to save the order, the save will be unsuccessful until the unit count is corrected.
Product Prerequisites: Is supported as of 5.5.3.
Meeting Sessions Dialog: Is supported. If a meeting has sessions, a dialog displays and you can add the meeting and select any session. However, you cannot modify the registrants. See the Known Issues section for an issue related to adding multiple registrants to the same order.
Membership Pricing: Membership pricing is not refreshed for order lines that are already added to the order prior to adding a membership product. Therefore, Aptify recommends adding the membership product prior to any other order lines so that the price is reflected correctly.
Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported.
Customer Type: Changes in Customer Type do not immediately display in certain scenarios. For example, when modifying a Persons or Companies record after adding the ship to/bill to information to an order. Note that removing and re-adding the Ship To/Bill To party will update the information.
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client or automated using a scheduled task.
Ordering Expo Products: Calculation of surcharge amounts when a booth with a surcharge is specified on a new order is supported. Modification of surcharge amounts in an existing order line must be done through the Aptify Desktop client.
Searching for Orders from the Payments Form: Is supported.

Aptify 5.5.4

Aptify 5.5.3

Create, open, and edit Orders records
Create, open, and edit Payments records
Create, open, and edit Saved Payment Methods records
New Order wizard
Order Cancellation wizard: See About the Order Cancellation wizard in the Web Interface.
Payment Refund wizard
Standing Order Fulfillment wizard
Shipping and Handling: Supports basic shipping and handling functions. There is limited support for more complex shipping and handling functions:
- Shipping/Handling Dialog: Users can view or modify the shipping and handling details.
- Shipment Type Plug-ins: A developer can specify a plug in, to implement organization-specific logic to determine an order's shipping charges. However, Shipment Type Plug-ins are not supported.
- Shipping Confirmation: The Shipping Confirmation dialog feature is not supported.
- Ship Partial: Ship Partial is not supported.
- Shipping/Handling Dialog: Users cannot view or modify the shipping and handling details.
Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax Detail Windows: Users can view the Tax Details dialog.
- Tax-Included Products: Does not support product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
Multi-Currency Support : Multi-currency support is available for applications and services that are supported on the web interface. For example, orders and payments can be taken in different currency types.
Note

When orders and payments are saved against the appropriate spot rate in the web interface. However, the Mark to Market wizard is not supported, and must be run from the Aptify Desktop client.
Campaigns and Meeting Sessions: When ordering Campaigns for Orders that include sessions, Campaigns cannot be applied as they are normally in the Aptify Desktop client. Users will need to open each session from the order line and add the Campaign separately.
Minimum and Maximum Selling Units: This functionality has limited support. If the correct amount of units is not on the order (either minimum or maximum units, a message is not displayed (and it is always defaulted to 1 unit). However, when attempting to save the order, the save will be unsuccessful until the unit count is corrected.
Product Prerequisites: Is supported as of 5.5.3.
Meeting Sessions Dialog: Is supported. If a meeting has sessions, a dialog displays and you can add the meeting and select any session. However, you cannot modify the registrants. See the Known Issues section for an issue related to adding multiple registrants to the same order.
Membership Pricing: Membership pricing is not refreshed for order lines that are already added to the order prior to adding a membership product. Therefore, Aptify recommends adding the membership product prior to any other order lines so that the price is reflected correctly.
Tax Calculations: Addition of Shipping and Handling charges when the Charges Include Tax option is selected on a Shipment Type's Matrix record is supported.
Customer Type: Changes in Customer Type do not immediately display in certain scenarios. For example, when modifying a Persons or Companies record after adding the ship to/bill to information to an order. Note that removing and re-adding the Ship To/Bill To party will update the information.
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client or automated using a scheduled task.
Ordering Expo Products: Calculation of surcharge amounts when a booth with a surcharge is specified on a new order is supported. Modification of surcharge amounts in an existing order line must be done through the Aptify Desktop client.

Aptify 5.5.2

Create, open, and edit Orders records
Create, open, and edit Payments records
New Order wizard
Order Cancellation wizard: See About the Order Cancellation wizard in the Web Interface.
Shipping and Handling: Supports basic shipping and handling functions. There is limited support for more complex shipping and handling functions:
- Shipping/Handling Dialog: Users can view or modify the shipping and handling details.
- Shipment Type Plug-ins: A developer can specify a plug in, to implement organization-specific logic to determine an order's shipping charges. However, Shipment Type Plug-ins are not supported.
- Shipping Confirmation: The Shipping Confirmation dialog feature is not supported.
- Ship Partial: Ship Partial is not supported.
- Shipping/Handling Dialog: Users cannot view or modify the shipping and handling details.
Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax Detail Windows: Users can view the Tax Details dialog.
- Tax-Included Products: Does not support product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
Multi-Currency Support : Multi-currency support is available for applications and services that are supported on the web interface. For example, orders and payments can be taken in different currency types.
Note

When orders and payments are saved against the appropriate spot rate in the web interface. However, the Mark to Market wizard is not supported, and must be run from the Aptify Desktop client.
Campaigns and Meeting Sessions: When ordering Campaigns for Orders that include sessions, Campaigns cannot be applied as they are normally in the Aptify Desktop client. Users will need to open each session from the order line and add the Campaign separately.
Minimum and Maximum Selling Units: This functionality has limited support. If the correct amount of units is not on the order (either minimum or maximum units, a message is not displayed (and it is always defaulted to 1 unit). However, when attempting to save the order, the save will be unsuccessful until the unit count is corrected.
Meeting Sessions Dialog: Is supported. If a meeting has sessions, a dialog displays and you can add the meeting and select any session. However, you cannot modify the registrants. See the Known Issues section for an issue related to adding multiple registrants to the same order.
Membership Pricing: Membership pricing is not refreshed for order lines that are already added to the order prior to adding a membership product. Therefore, Aptify recommends adding the membership product prior to any other order lines so that the price is reflected correctly.
Customer Type : Changes in Customer Type do not immediately display in certain scenarios. For example, when modifying a Persons or Companies record after adding the ship to/bill to information to an order. Note that removing and re-adding the Ship To/Bill To party will update the information.
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client.

Aptify 5.5.1

Create, open, and edit Orders records
Create, open, and edit Payments records
New Order wizard
Order Cancellation wizard: See About the Order Cancellation wizard in the Web Interface.
Shipping and Handling: Supports basic shipping and handling functions. There is limited support for more complex shipping and handling functions:
- Shipment Type Plug-ins: A developer can specify a plug in, to implement organization-specific logic to determine an order's shipping charges. However, Shipment Type Plug-ins are not supported.
- Shipping Confirmation: The Shipping Confirmation dialog feature is not supported.
- Ship Partial: Ship Partial is not supported.
- Shipping/Handling Dialog: Users cannot view or modify the shipping and handling details.
Sales Tax: Support for sales tax functions in the web interface is limited, as described below:
- Tax-Included Products: Does not support product prices that include tax.
- Sales Tax Calculations: When making changes to an order that impact the sales tax characteristics, the sales tax is not recalculated until the order is saved.
- Tax Detail Windows: Users cannot view the Tax Details dialog, as it is not supported.
Campaigns and Meeting Sessions: When ordering Campaigns for Orders that include sessions, Campaigns cannot be applied as they are normally in the Aptify Desktop client. Users will need to open each session from the order line and add the Campaign separately.
Meeting Sessions Dialog: Is supported. If a meeting has sessions, a dialog displays and you can add the meeting and select any session. However, you cannot modify the registrants. See the Known Issues section for an issue related to adding multiple registrants to the same order.
Membership Pricing: Membership pricing is not refreshed for order lines that are already added to the order prior to adding a membership product. Therefore, Aptify recommends adding the membership product prior to any other order lines so that the price is reflected correctly.
Customer Type : Changes in Customer Type do not immediately display in certain scenarios. For example, when modifying a Persons or Companies record after adding the ship to/bill to information to an order. Note that removing and re-adding the Ship To/Bill To party will update the information.
Scheduled Transactions: Limited support for Scheduled Transactions and similar Accounting tasks. For example, you cannot expand Scheduled Transactions records, this must be done through the Aptify Desktop client.
Currency Support: Only U.S. Dollars are supported as currency in this release, so any preferred currency settings for non-U.S. currency are not implemented.
Shipping Partial Orders: Shipping partial orders and creating a back order for the remaining quantity is supported.
- This version does not support some order-related dialogs such as the dialog that is displayed when the balance due has changed on the order.
- In the scenario where an order is created and the initial payment is $0.00, no warning message is displayed. In the Aptify Desktop client the following message would normally display: “Initial Payment Amount is $0.00. This is only valid for Payment Types of the Purchase Order Type.”

Unsupported Functions

The Aptify web interface does not support the following Order Entry services and functions, broken down by release: