Multi-channel ordering

Classic PSI order entry modules send all orders to exactly one specified address. With the licensable multi-channel ordering, you have a PSI order entry module with which you can define different targets for an order depot.

The module is assigned to a bank as usual via the bank properties:

To configure multi-channel ordering, first select the command MULTI-CHANNEL-ORDERING, CONFIGURATION in the menu of the "PSI Order Entry" icon on the "Ordering" tab of the ribbon:

You can then configure the multi-channel ordering in the configuration dialog that opens on the "Multi-channel ordering" tab:

Initially, only the non-editable standard channel for the remaining orders is already available here; you can create all other channels, define them using corresponding MM-Talk formulas and prioritize them via the list.

All orders that were not previously distributed to other channels via the configurations end up in the standard channel "Remaining orders". For this reason, the position at the bottom of the list of channels cannot be configured.

Important information on configuration:

• Each channel must have a unique name.

• Each channel can be (temporarily) deactivated. The standard channel for the remaining orders is also an exception here.

• A PSI Order Entry must be assigned to each channel. Possible PSI Order Entry are "Order Entry Service" or the configured FAX and CSV export modules. A custodian bank must also be registered for the "Order Entry Service". A PSI Order Entry is also required for the standard channel.

• The order of the channels in this list is important for the order sequence; the formula of the first entry is always checked first and the matching orders are assigned, and so on.
• You can use the MM-Talk formula for each channel to precisely define the orders for the channel. The input object here is of type List(OrderBookOrder) and the result must also be of type List(OrderBookOrder) .

You can use the icons on the right-hand side to change the order of the channels, add new channels, edit the selected channel or delete created channels.

DIalogfenster "Kanal bearbeiten"

In the "Edit channel" dialog box, click on the formula icon next to the "MM-Talk formula" field to access the formula editor for editing the stored formula.