Page History

...

(ii) Standing Order Schedule Information Widget

...

• Standing Order Due Days Notifier: schedules expiry warning and recurring order due soon emails to be sent to the Owner and any other cc'ed Users (MANDATORY if order placed due soon emails are to be sent),
• Standing Order Expiring Soon Notifier: schedules expiry warning soon emails to be sent to the Owner and any other cc'ed Users (MANDATORY if standing order expiring soon emails are to be sent),
• Standing Order Approver Notifier: (applies only if the Order Approvals function is active on your site) schedules emails relating to standing order approvals (ONLY IF ORDER APPROVALS IS ACTIVE)
• Standing Order Task: schedules all other standing order-related emails. (MANDATORY)

...

• Standing Order Awaiting Approval Email
  This email notifies a User they are the approver for a standing order. (See Approver Functions for more information.)  

  Expand
  title Click here to view an example...
  Image Modified The email content includes: Email title/subject: alerts the recipient that this is an 'Awaiting Approval of Standing Order' email Order Details: include the Order Number, Customer information, and the User who created the standing order Recurrence Information: includes how often the order will recur, the next recurrence date, and which users if any will be alerted at each recurrence Order Summary: includes order lines and order amount  Order Address and delivery instructions (not displayed) The content can be edited and customised in various widgets in the Standing Order Awaiting Approval Email template.

  
  
  

• Standing Order Awaiting Approver Selection Email
  This email notifies the standing order Creator/Owner that they need to select an approver. The contents of this email can be edited or customised in various widgets in the Standing Order Awaiting Approver Selection Email template.
  
  

  Expand
  title Click here to view an example...
  Image Modified The email content includes: Email title/subject: alerts the recipient that this is an 'Awaiting Approver Selection' email Order Details: include the Order Number, Customer information, and the User who created the standing order Recurrence Information: includes how often the order will recur, the next recurrence date, and which users if any will be alerted at each recurrence Order Summary: includes order lines and order amount  Order Address and delivery instructions (not displayed) The content can be edited and customised in various widgets in the Standing Order Awaiting Approver Selection Email template.

  
  

Emails related to Standing Order Due and Expiry

The Standing Order Due Days Notifier task will trigger the following emailsemail:  

• Standing Order Due Days Notification Email
  This email is sent to the current owner and any cc'ed Users to remind them that a recurrent order is due to be placed in 'X' number of days. The text for the message can be edited in the Standing Orders Due Days Widget. 
   

...

The Standing Order Task Expiry Soon Notifier task will trigger the following emailsemail:  

• Standing Order Changed Ownership Expiry Email
  This email is sent when ownership of the standing order is transferred to another User. It is sent to the old current owner , new Owner, and any cc'ed Users entered for 'X' number of days before the standing order expires. The number of days is set in standing order settings. The content text for the message is can be edited in various widgets in the Standing Order Expiry Email templateWidget. 

  Expand
  title Click here to view an example...
  Image Removed Image Added The email content includes: Ownership change details Order Date of expiry Email order details Recurrence information Order summary Order address and delivery instructions The content can be edited in various widgets in the Standing Order Changed Ownership Expiry Email template.

  
  

• 
   

All other emails for Standing Order

The Standing Order Task will trigger the following emails:  

• Standing Order

  No Products

  Changed Ownership Email
  This email is sent

  to the current Owner

  when ownership of the standing order

  and any cc'ed Users. It is triggered when no products are available for a recurring order and the recurring order is not placed.)

  is transferred to another User. It is sent to the old owner, new Owner, and any cc'ed Users entered for the standing order. The content can be edited

  and customised

  in various widgets in the Standing Order

  No Products email

  Expiry Email template. 

  Example:
  Image RemovedStanding Order Over Budget Email
  This email

  
  

  Expand
  title Click here to view an example...
  Image Added The email content includes: Ownership change details Order details Recurrence information Order summary Order address The content can be edited in various widgets in the Standing Order Changed Ownership template.

  
  

• Standing Order No Products Email
  This email is sent to the current Owner of the standing order and any cc'ed Users. It is triggered when re-pricing or re-adjustment to a standing order means the next processed order will be over budget. no products are available for a recurring order and the recurring order is not placed.) The content can be edited and customised in various widgets in the Standing Order Over Budget No Products email template. 
  
  Example:
  Image Added

• Standing Order Expiry Over Budget Email
  This email is sent to the current owner Owner of the standing order and any cc'ed Users 'X' number of days before the standing order expires. The number of days is set in standing order settings. The text for the message is can be edited in the Standing Order Expiry Widget. Expand

  title	Click here to view an example...

  Image Removed

  The email content includes:

  • Date of expiry
  • Email order details
  • Recurrence information
  • Order summary
  • Order address and delivery instructions
  . It is triggered when re-pricing or re-adjustment to a standing order means the next processed order will be over budget. The content can be edited and customised in various widgets in the Standing Order Expiry Email Over Budget email template. 
  
  

Add Standing Order widgets for Order notification emails

...