Order collaboration

Order collaboration provides a system for forwarding an order in progress to a specific user, which can be another user at the customer company (for example, to get approval or build a larger order) or at the merchant company (for example, to confirm a configuration or get more information).

As with a draft, a collaborated order is still incomplete and requires additional input before it can be submitted. However, when collaborating, the current user is expecting input from another user and must identify that user when saving the order. The order is essentially forwarded to the selected user and the order no longer appears as a saved draft for the user who started it.

To ensure that the order is processed promptly, Infor e-Commerce automatically sends an e-mail to the user identified as responsible for completing the order. Furthermore, an alert on the home page draws the user’s attention to any incoming collaboration orders immediately after logging in to the Customer Center.

The option of sharing an order is available on the Order Form page as an alternative to checking out.

A user who selects this option is prompted to select the name of the user who can receive the order and enter a comment. The recipient must be selected from a list that includes people from the user’s own company and the standard contacts at the merchant company (see Customer users for details about how to assign merchant contacts for each user).

Only users that have a role that includes the "Share Orders" feature element can send and receive collaborated orders (see Roles, segments, and feature elements). In the default Infor e-Commerce setup, this element is part of the "Order Collaboration" user role, which can be assigned by both, the merchant administrator working in the Business Center (see Customer users) and reseller administrators (see Roles assignable by resellers).

If you would like to customize the e-mail messages associated with order collaboration, please see Order-collaboration messaging.