Confirm – Sales Order

This page belongs to TIPP PRO. It is the Confirm pop-up for one sales order, opened inside the Sales Order page. It mirrors the Exact Globe+ screen “Print : Sales order confirmations” for a single order. From here you can confirm the order, optionally printing or e-mailing the order confirmation at the same time, or reset (unconfirm) an existing confirmation. The page title shows the order number, for example “Confirm – Sales Order 12345”. Order administrators and sales staff use it to confirm orders before fulfilment.

Before you start

• A TIPP PRO licence is required. Without it the page shows “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘…’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).” and everything is disabled except Close.
• The page needs the division and the order number from the Sales Order page. If either is missing you see “Missing Division or Order parameter.” and the buttons are hidden.
• The order must be authorised. Exact Globe+ only confirms authorised orders. If it is not, the page shows “This order is not authorised. Exact Globe+ confirms authorised orders only – authorise the order first.” and Confirm is disabled.
• A completed order cannot be confirmed or unconfirmed any more. The page shows “This order is completed. A completed order is not confirmed or un-confirmed any more.” and both buttons are disabled.
• TIPP must be connected to the Exact Globe back office (Modules, TIPP, Setup, Connections, Backoffice Connection) and the TIPP Transactions service must be running with the globeinternals backend. The service carries out Confirm and Unconfirm.
• Access is limited by the normal TIPP page security (see the Page Security page). Without access you are sent to the access denied page.

Screen guide

Buttons (top bar)

• Close: closes the pop-up and returns to the Sales Order page. It keeps working while a Confirm or Unconfirm is running.
• Confirm: confirms the order. Enabled only when the order is found, authorised and not completed.
• Unconfirm: resets the confirmation. Enabled only when the order is currently confirmed and not completed.
• Try again: appears next to an error message, only when repeating the action is safe. See How to use Try again.

Section Sales order (read only)

• Order: the order number.
• Debtor: the debtor code followed by a hyphen and the debtor name. Only the code is shown if no name is found.
• Status: shows “Authorised” or “Not authorised”, then “confirmed” or “not confirmed”. When the order requires a confirmation before fulfilment, the text “(a confirmation is required before fulfilment)” is added.

Section Output

• Output: three choices: “No document” (default), “Printer” and “E-mail”. Your last choice is remembered in this browser.
• Recipient list (next to the Output choices): “Debtor” or “Other”. Only active for E-mail output. With Debtor, the E-mail field shows the debtor’s e-mail address from the account and cannot be edited. Choose Other to type a different address.
• Printer: only active for Printer output. It is prefilled with the printer that is set for “Sales order confirmations” in the TIPP Transactions service. The placeholder is “Windows printer name”. Required for Printer output.
• E-mail: only active for E-mail output. Required for E-mail output.
• Subject: only active for E-mail output. It starts as “Sales order confirmation – order” followed by the order number. Optional.
• Long description: only active for E-mail output. A free text for the e-mail. Optional.

Section Options

• Layout: the list of Globe sales order layouts. This is the same single list as on the Print pop-up, which also holds delivery note, quotation and RMA confirmation layouts. The debtor’s own order confirmation layout is preselected when one is set for the debtor. If not, the administration’s default order confirmation layout is preselected. If neither is in the list, the first layout is selected. The list is disabled when Output is “No document”. A layout is required for Confirm.
• Number of copies: only active for Printer output. Starts at 1. Must be a whole number from 1 to 99. Your last value is remembered in this browser.

Next to the title a small “?” icon shows what is not possible on this page, only in Exact Globe: preview on screen, e-mail Cc / Bcc, covering letter or e-mail template, confirming several orders at once, and confirming an unauthorised order. It also explains that Confirm and Unconfirm use parts of Exact Globe+ that Exact does not publish for integrations, and advises testing this window once on a test administration after an Exact Globe+ update.

How to confirm an order without a document

1. On the Sales Order page click Confirm. The pop-up opens.
2. Check the Status line. The order must show “Authorised”.
3. Leave Output on “No document”.
4. Click Confirm. A wait screen “One moment please…” appears while Exact Globe+ checks the order.
5. On success the message “Sales order [number] is confirmed.” appears, followed by a reference such as (ref: …). The buttons are then locked so the action cannot be repeated, and the pop-up closes after about two seconds and the order page reloads.

How to confirm and print the order confirmation

1. Choose Output “Printer”.
2. Check Printer. Change it if needed. It is required.
3. Choose the Layout and set Number of copies (1 to 99).
4. Click Confirm. On success you see “Sales order [number] is confirmed. The confirmation was sent to the printer.” followed by the reference.

How to confirm and e-mail the order confirmation

1. Choose Output “E-mail”.
2. Keep the recipient on “Debtor” to use the debtor’s address, or choose “Other” and type an address in E-mail. An address is required.
3. Check Subject, optionally fill Long description, and choose the Layout.
4. Click Confirm. On success you see “Sales order [number] is confirmed. The confirmation was e-mailed.” followed by the reference. The mail goes to exactly the address entered here.

How to confirm an order that is already confirmed

1. Open the pop-up for the confirmed order. Confirm is still enabled, as in Exact Globe+.
2. Choose Output “Printer” or “E-mail” if you want a new document, and fill in the fields as described above.
3. Click Confirm. The success message then says “Sales order [number] was confirmed again.” and, with Printer or E-mail, a new document is produced.

How to reset (unconfirm) a confirmation

1. Open the pop-up for a confirmed order. Unconfirm is only enabled then.
2. Click Unconfirm. A Synergy Yes/No dialog asks: “Reset the confirmation of sales order [number]? The authorisation stays; the order must be confirmed again before it can be fulfilled (when it requires a confirmation).”
3. Choose Yes. On success the message “The confirmation of sales order [number] was reset.” appears with the reference, and the pop-up closes. Choosing No posts nothing.

How to follow a Confirm or Unconfirm while it runs

1. After you click Confirm, or choose Yes in the Unconfirm dialog, the wait screen “One moment please…” appears. A small box with the current step shows on top of it.
2. The box can read “Waiting: you are number [n] in line for [name]…” or “Waiting in line for [name]…”, then “Connecting to Globe+…”, “Saving in Globe+…” (or “Saving in Synergy…” or “Saving through Exact’s Entity Service…”), and “Checking that Globe+ stored it…”. When the action needs more than one call, the text starts with “Step 2: ” and so on.
3. While the action runs, other buttons and links in the pop-up do not respond, except Close. A second click on the same action is ignored.
4. A warning sign can appear behind the page title. Hover over it to read the warning, for example that Globe+ is open on the server. The action still goes ahead, but saving can fail while Globe+ is open there.

How to use Try again

1. Read the red message. A “Try again” button appears next to it only when repeating is safe: the message starts with “Busy:”, “Not saved:”, or “Still being processed:”, or it says “Could not confirm whether this was saved”, or it says the answer from the server was lost.
2. Click Try again. The message disappears and the same Confirm or Unconfirm is sent again with the same data.
3. Anything that already went through the first time is not done again. A confirmation that was already printed or e-mailed is not printed or e-mailed a second time.
4. If there is no Try again button, read the reason in the message (for example a refusal from Exact Globe+ that starts with “Failed:”), correct it and click Confirm again.

Messages and what to do

Checks before anything is sent

• “Choose a layout. The administration has no order-confirmation layout – define one in Exact Globe+.”: the Layout list is empty.
• “Printer output needs a printer.”: Printer is chosen but the Printer field is empty.
• “Number of copies must be a whole number from 1 to 99.”
• “E-mail output needs an e-mail address.”: E-mail is chosen but the E-mail field is empty.
• “Missing order number.”: open the pop-up again from the Sales Order page.
• “Sales order [number] not found.” or “Sales order [number] was not found. Close this window and open the order again.”
• “The Synergy confirmation dialog could not be opened, so nothing was posted. Reload the page and try again.”: nothing was sent. Reload the pop-up and choose Unconfirm again.

Outcome of Confirm or Unconfirm

• “Failed: [reason] (ref: …)”: the action did not go through. When Exact Globe+ refuses the confirmation (for example blocked debtor, credit line or financial year), its message is shown word for word after “Failed:”. Fix the cause and try again.
• “Busy: Synergy is handling other changes right now, so this one was not sent. Nothing was saved. Try again in a moment.” The same message names “Exact’s Entity Service is handling other changes” or “another change is being saved in Globe+” when that is the cause. Wait a moment and click Try again.
• “Not saved: …” followed by the reason: nothing was stored. Correct the reason if there is one, then click Try again.
• “Partly saved: …”: part of the action was stored. Read the message and check the order in Exact Globe before you continue.
• “Still being processed: …”: Globe+ has not finished yet. Wait a moment and click Try again to get the result; it is not done twice. If this keeps coming back, check the order in Globe+.
• “Could not confirm whether this was saved: …” with the cause (for example no answer within 5 minutes, or a lost connection): check the order status in Exact Globe before you go on. Click Try again if the confirmation was not stored; what already went through is not done twice.
• “Saved (…; the service log confirms it went through).”: the answer was unclear at first, but the service’s log shows the action was stored.
• “The answer from the server was lost (…). It may have been saved. Try again: what already went through is not done twice.”: click Try again, or check the order in Exact Globe first.
• “Could not reach the TIPP Transactions service at [address]. … Nothing was posted; try again once the test succeeds.”: the Windows service ‘TIPP Transactions’ is not running or the Service Base URL on the Engine Settings page is wrong. Use the Check Running Service button there, then try again.
• “The TIPP Transactions service did not accept the request from Synergy (not authorised), so nothing was posted.”: ask your TIPP administrator or TICE-IT (tipp@tice-it.com) to repair the TIPP Transactions installation.
• “The back-office returned an HTML page instead of JSON”: your session probably expired or the page failed before the action ran. Refresh, sign in again if asked, and retry.
• “Could not connect to the Exact Globe back-office for this division.”: check the SQL credentials and the division on the Backoffice Connection page and that your TIPP licence is valid. The technical detail follows and the action buttons are hidden.

Important behaviour and logic

• Confirm is definitive, like the “Final” choice in Exact Globe+. Exact Globe+ first checks the order with its own rules (for example authorised, blocked debtor, credit line, financial year) and only then marks it confirmed.
• Confirming an order that is already confirmed is allowed, as in Exact Globe+. With Printer or E-mail this produces a new document, and the success message says “was confirmed again”.
• Unconfirm resets the confirmation only. The authorisation stays, so the order must be confirmed again before it can be fulfilled when it requires a confirmation.
• Confirm and Unconfirm use parts of Exact Globe+ that Exact does not publish for integrations (the TIPP Transactions globeinternals functions). Test this on a test administration after an Exact Globe+ update.
• After a successful run both action buttons are disabled, so the action cannot be repeated by accident.
• The remembered choices (Output, Recipient, Number of copies) are stored in your browser only, not on the server. The texts you type are not remembered.
• The reference at the end of a message is the request reference of the call to the TIPP Transactions service. Give it to support so they can find the call in the service’s request log.

What you cannot do here

• Preview the confirmation on screen, add Cc or Bcc, or use a covering letter or e-mail template: do this in Exact Globe.
• Confirm several orders at once: use Exact Globe.
• Confirm an unauthorised order: authorise the order first.
• Confirm or unconfirm a completed order.
• Start a second action while one is running: other clicks are ignored (except Close) until the answer is in.

Related pages

• TIPP Sales Order: the page this pop-up opens from.
• TIPP Sales Order Print: delivery notes, uses the same layout list.
• TIPP Sales Order Fulfillment.
• TIPP Engine Settings: Service Base URL and Check Running Service.
• TIPP Backoffice Connection (Modules, TIPP, Setup, Connections) and License (Modules, TIPP, Setup, General).

Common questions

Why is the Confirm button greyed out? Confirm is only enabled when the order exists, is authorised and is not completed. Check the Status line and the red message at the top. Without a PRO licence the page is read only.

Why is the Unconfirm button greyed out? Unconfirm is only enabled when the order is currently confirmed and not completed.

Can I confirm an order that is not authorised? No. Authorise the order first. This is the same limit as in Exact Globe+.

Can I confirm several orders at once? No. This pop-up works on one order. Use Exact Globe for bulk confirmation.

Can I preview the confirmation, add Cc or Bcc, or use a covering letter or e-mail template? No. These are only possible in Exact Globe.

Why can I not edit the E-mail field? The recipient is set to Debtor, so the debtor’s address from the account is used. Change the recipient to Other to type another address.

Why is the Layout list disabled? Output is on “No document”. A layout is only used when you print or e-mail the confirmation.

Which layout is used? The debtor’s own order confirmation layout when set, otherwise the administration default for order confirmations. Choose another in the list if you want a different one.

The order is already confirmed. Can I still print or e-mail the confirmation? Yes. Confirming an already confirmed order is allowed and creates a new document with Printer or E-mail.

Does Unconfirm remove the authorisation? No. Only the confirmation is reset.

What does Try again do and is it safe? It repeats the same click with the same data. A step that already went through is not done twice, so a confirmation is not printed or e-mailed a second time. The button only appears when repeating is safe.

The message says “Could not confirm whether this was saved” or “Still being processed”. What now? TIPP could not confirm the result yet. Check the order status in Exact Globe first. If you use Try again, what already went through is not done twice.