"Relation" refers to information details of our clients' Suppliers and Customers. Here you can see details such as Name, Contact Information, Email Address, Address etc.
Step 01 Checking If OMS Relations Is Blocked
In this topic we will discuss why the order is still pickable even though its relations are blocked in OMS and Exact.
There are 2 ways of checking if the relation property is blocked:
OMS
Go to Relations and find the relation number
View details and check "properties" below
If this shows OFF means not active On means blocked. See example below.
Exact
Login to Exact
Go to Relations, or;
Search the relation number in the search button. See example below.
Step 02 What To Do If Blocked
We should investigate what happened if: The relations in Exact is BLOCKED but in OMS it is still OFF The sync of all the information on that relation property is not entirely correct
Server Task: EOL Accounts
Server Task: IC Accounts
Resave the relations in Exact and check message log for possible errors.
Check if in the message log the relation is not there. If so, it would mean the properties are also not updated/added.
Saving the relations details should fix this issue and it should be done automatically.
Step 03 Backend Issue (For Agents)
If the issues still persist and resaving the relations didn't do anything, attach the error in your investigation adding the server task you use before escalating the ticket to 2nd line team.
See sample ticket below. This issue can be found in the backend.
Status Descriptions & Terminologies in OMS An Order Management System (OMS) is a sophisticated software solution designed to streamline and optimize the end-to-end process of managing customer orders within a business. It serves as the central hub ...
Blocked, Delete or Inactive Items OMS Management Inactive articles can be done through OMS. Once articles are successfully blocked the items will not appear in the scanner anymore. Take note if the client is using Exact, advised them to do this by ...
DESCRIPTION: A blocked account refers to an account that restricts unlimited or indiscriminate withdrawals or other forms of access. Instead, it imposes specific limitations on when, how much, and by whom funds can be withdrawn. On means “Account is ...
OMS Error Familiarization It matters to be acquainted with common errors encountered within an Order Management System (OMS). This involves understanding the types of errors that can occur, their causes, and how to troubleshoot or resolve them ...
HOW TO Password reset Is the action of invalidating the current password for an account on a website, service, or device, and then creating a new one. A password may be reset using the settings of the software or service, or by contacting the ...