Review Order

Form ID: (SP504004)

Who uses this form: An authorized portal user of a company using the Modern Customer Portal.

On this form, you can quickly review and confirm all details of your order before submitting it to the portal owner, who can view this order in MYOB Acumatica. The form displays a consolidated summary of the order, including the ordered items, quantities, prices, discounts, shipping information, and final order total.

Before you place the order, you can enter a customer order number and description, as well as make adjustments and enter or confirm shipping, billing, and payment settings.

This form is available only if both of the following conditions are met for the portal owner:

The Modern Customer Portal feature is enabled on the Enable/Disable Features (CS100000) form.
The portal has the B2B Ordering check box selected on the General tab of the Portals (SP701000) form.

Location Section

In this section, you review and select the location of your company that is placing the order. The selected location determines the shipping and billing addresses the system inserts. You can review the current location and keep it, or select another one if your company has multiple locations.


Element	Description
Location	The name of the customer location placing the order.
Change	Makes the Location box visible. In this box, you can select the location.
Location	The customer location for which you’re placing the order. You can select the new location from the drop-down list.
Continue	Confirms the selected location.

Shipping Address Section

In this section, you review the default shipping address—the shipping address of the selected customer location—to be used for delivering the items in the order. You can keep the default settings, select a different address, or enter new address settings.


Element	Description
Shipping Address	The shipping address that will be used to deliver items listed in the order. The system copies the default address from the Customers (AR303000) form. You can keep the default address or add a shipping address by clicking Change.
Change	Changes the shipping address or enter new address settings. Clicking the button makes the other shipping address tiles appear. You can select the required address by clicking the option button next to it. You can select the Additional Shipping Address option button and enter new address settings.
Additional Shipping Address	An option button you select to enter and use an alternate shipping address to deliver the items in the order.
Contact Name	The name of your company's employee to contact regarding the shipment. This box is visible only if the Additional Shipping Address option button is selected.
Contact Email	The email address of your company's employee to contact regarding the shipment. The system copies the default email address from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
Phone	Your company's phone number to contact regarding the shipment. The system copies the default phone number from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
Address Line 1	The first address line of the company's shipping address. The system copies the address line from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
Address Line 2	The second address line of the company's shipping address. The system copies the address line from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
City	The city of the company's address. The system copies the city from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
State	The state of the company's address. The system copies the state from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
Postal Code	The postal code of the company's address. The system copies the postal code from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
Country	The country of the shipping address. The system copies the country from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Shipping Address option button is selected.
Continue	Confirms the specified shipping address.

Billing Address Section

In this section, you review the default address that will be used for billing. You can keep the default address or select an additional address. If needed, you can change the settings of the additional billing address.


Element	Description
Same as Shipping Address	A check box that you select to use the shipping address settings for billing. By default, the check box is cleared.
Billing Address	The billing address that will be used to send an invoice. By default, the system inserts the billing address from the Customers (AR303000) form. You can keep the default address or add an additional billing address by clicking Change.
Change	Changes the billing address or enter new address settings. Clicking the button makes the other billing address tiles appear. You can select the required address by clicking the option button next to it.
Additional Billing Address	An alternative billing address that will be used to send an invoice. You can keep the specified address settings or change them.
Contact Name	The name of your company's employee to contact regarding the billing. This box is visible only if the Additional Billing Address option button is selected.
Contact Email	The email address of your company's employee to contact regarding the billing. The system copies the default email address from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
Phone	Your company's phone number to contact regarding the billing. The system copies the default phone number from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
Address Line 1	The first address line of your company's billing address. The system copies the address line from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
Address Line 2	The second address line of your company's billing address. The system copies the address line from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
City	The city of your company's billing address. The system copies the city from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
State	The state of your company's billing address. The system copies the state from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
Postal Code	The postal code of your company's billing address. The system copies the postal code from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
Country	The country of your company's billing address. The system copies the country from your business account in MYOB Acumatica, but you can change it. This box is visible only if the Additional Billing Address option button is selected.
Continue	Confirms the specified billing address.

Shipping Information Section

In this section, you review the basic shipping information that will be used for delivering items and make changes, if needed.


Element	Description
Ship Via	The shipping method for the order, which determines how the items will be delivered. You can select the shipping method from the drop-down list. If no shipping method is required for the order, you can select No Shipping Required.
Shipping Preference	The preference that determines how the order should be shipped. The following options are available: Ship All Items Together: The system ships items in a single shipment when all items are available. Allow Partial Shipments: The system ships available items as soon as possible and ships back-ordered items separately when they become available. Ship Available Items Only: The system ships only the items that are currently available; it doesn’t ship back-ordered items.
Change	Changes the shipping information.
Continue	Confirms the specified shipping information.

Payment Method Section

This section lists your company’s payment methods that can be used for orders made in the portal. You can use any available payment method or add a new payment method during the review of the order. Changes made in the Modern Customer Portal are immediately reflected in MYOB Acumatica.


Element	Description
Payment Method	A tile showing the card type icon, masked card number, and expiration date of a credit card that has been added to the portal for your company. If you click the Change button, the system displays the tiles of saved payment methods. You select another payment method for the order by clicking its option button. You can add a new payment method by clicking Add New Card. In the Create New Card dialog box, which opens, you enter the payment details and submit them.
Continue	Confirms the selected payment method.
Add New Card	Opens the Create New Card dialog box, where you can enter the settings of the new credit card.

Table 1. Create New Card Dialog BoxIn the dialog box, you can add a credit card to the current form by using a hosted form—that is, a payment form securely managed by a third-party payment provider. You open this dialog box by clicking Add New Card and fill in your company’s credit card details. The system sends these details to the processing center directly through an encrypted channel.
Element	Description
Title	A descriptive label for the card.
Credit Card Number	The card’s unique 16-digit number.
Expiration Month	The card’s expiration month.
Expiration Year	The card’s expiration year.
Billing Address	The billing address associated with the card.
Billing Zip Code	The postal code of your company’s billing address.
The dialog box contains the following buttons.
Close	Closes the dialog box without saving the card’s settings.
Submit	Saves the card and adds the payment method to the portal.

Order Information Section

In this section, you can review and enter additional information for the order, including a customer order number and a description.


Element	Description
Customer Order Nbr.	The reference number your company has assigned to the order.
Description	A description of the order.

Ordered Items Section

In this section, you review the items included in the order and their pricing settings. Each item is represented by a tile.

This section is read-only. To change item settings or to add or remove items, you can close the current form, open the Cart (SP504003) form or Catalog (SP504001) form, and make the needed changes.


Element	Description
Item	The name of the item to be ordered.
Price	The price of a single unit of the item in this unit of measure.
Unit of Measure	The unit of measure in which the item is being purchased.
Quantity	The total quantity of the item in the line.
Discount	The percentage of the discount on the item, if applicable.
Total Price	The total price of the item, calculated based on the unit price and quantity.

Order Summary Section

In this section, you can review the summary amounts for the order. If you’re ready to proceed, you can click Place Order.


Element	Description
Subtotal	The total amount of all items in the order before discounts, freight charges, and taxes are applied.
Discount Total	The total discount amount applied to the order.
Freight Total	The total freight charges applied to the order.
Tax Total	The total tax amount applied to the order.
Order Total	The final amount of the order after discounts are applied and freight charges and taxes are added.
Place Order	Submits the order. When you submit the order, the Order (SP504000) form opens, where you can review order details.