7 Order Tracking Reports

This chapter contains information about the following reports:

• Special Orders Report

• Order Status Report

• Unfulfillable Order Status Report

Special Orders Report

The Special Orders Report provides a summary of Special Order accounts that match the selected date range and account status. The report includes the setup date, transaction number in which the account was created, the account ID, description of the special order item, account status, and amount of the special order.

Table 7-1 Special Orders Report Parameters

Parameter	Description
Line Number (header not shown)	Shows the number of special order items.
Customer Name	The customer's name.
Setup Date	The date the special order was set up.
Account	The special order account identifier.
Trans	The transaction identifier.
Line	The line number within the special order transaction.
Description	The special order item description.
Status	The line item status.
Amount	The special order item amount.
Total Amount	The sum total amount for all special order items on the report.

Criteria Selections for Special Orders Report

Select an option or make entries in any of the following fields to control report output:Select an option or make entries in any of the following fields to control report output:

• Date Range: Enter a single fixed date, a date range (begin and end dates), or select a relative date option (Yesterday, Last Week, and so on) from the drop-down list.

• Status: Select an account status from the drop-down list.

• Sort Order: Select the order in which you would like the selected records to be sorted on the report by choosing an option from the drop-down list. Options include Transaction ID, Customer Name, and the Account Setup Date.

Figure 7-1 Sample: Special Orders Report

Order Status Report

The Order Status Report provides detailed information about Oracle Retail Order Broker Cloud Services Order accounts based on user-selected criteria. The report includes details about the Oracle Retail Order Broker Cloud Services Order account itself (ORDER section), the purchasing customer information (CUSTOMER section), as well as details about the items that are on the order (ITEMS section).

Navigate: Customer Maintenance and Accounts > Order Options > Order Status Report.

Table 7-2 Order Status Report Parameters - Order Section

Parameter	Description
Order Type	The type of order: Delivery - Customer delivery. Transfer Pickup - Pick up this store. Web Pickup - Order placed on the Web for store pickup. Pickup - Pick up other store.
Order Date	The date the order was created.
Order Origin	The order setup location.
Reference #	The reference number of the order.
Subtotal	The order subtotal.
Freight	The freight amount (shipping fee) for the order.
Tax	The tax amount on the order.
Total	The total amount for the order.
Order Status	The status for the order: Open - If one of the items is in the following status: new order, polled, accepted, or in transit. Cancelled - All items are cancelled. Ready for Pick Up - All items are in reserved or received status (can also include cancelled item). Ready to Ship - This is applicable only for customer delivery or delayed pickup (aka pickup from this store). All items must be reserved or cancelled. Unfulfillable - All items are unfulfillable or a mix of unfulfillable and cancelled. Unfulfillable items are those that have been rejected either manually by the receiving store or automatically by Oracle Retail Order Broker Cloud Services.
Balance Due	The amount due on the order.
Payments	The deposit payment amount on the order.
Comments	The comments associated with the order.

Table 7-3 Order Status Report Parameters - Customer Section

Parameter	Description
Sold To	The purchasing customer's name.
Phone	The purchasing customer's phone number.
Company	The purchasing customer's company.
Email	The purchasing customer's email address.

Table 7-4 Order Status Report Parameters - Items Section

Parameter	Description
Status	The item status: New - Indicates the item has been added to the order. Polled - Indicates the source/fulfilling location got the item request. Accepted - Indicates the source location has confirmed it can satisfy the order request. Reserved - Indicates the item has been put aside for the customer at the source/fulfilling location. In Transit - Indicates the item has been shipped. Received - Indicates the item has been received in the store. Fulfilled - Indicates the item has been picked up/delivered. Cancelled - Indicates the item has been cancelled. Rejected - Indicates the source location has rejected the order and the item is sourced from another location. The status of the order becomes unfulfillable.
ID	The item identifier.
Description	The item description. Source: The sourcing location for the item. Pickup At: For pickup orders, the location where the items can be picked up. Delivery to: For delivery orders, the delivery address. Requested Ship Via: For delivery orders, the shipping method specified at ship. Actual Ship Via: For delivery orders, the shipping method actually used to deliver the item. Tracking: For delivery orders, the tracking shipping numbers.
Unit Price	The item price per unit.
Quantity	The item quantity.
Net Amount	The net amount for the item. (The item quantity x the item unit price - discounts.)

Criteria Selections for Order Status Report

Select an option or make entries in any of the following fields to control report output:

• Order Date: Enter a single fixed date, a date range (begin and end dates), or select a relative date option (Yesterday, Previous Week, and so on) from the drop-down list.

• Order Status: Select an order status from the drop-down list.

• Order Type: Select an order type from the drop-down list. Options include All, Delivery, Transfer Pickup (Pickup This Store), Web Pickup (Order placed on the Web for store pickup), Pickup (Pickup Other Store).

Figure 7-2 Sample: Order Status Report

Unfulfillable Order Status Report

The Unfulfillable Report provides detailed information about Oracle Retail Order Broker Cloud Services Orders with an order status or item status of unfulfillable or cancelled. The report includes details about the Oracle Retail Order Broker Cloud Services Order account itself (ORDER section), the purchasing customer information (CUSTOMER section), as well as details about the items that are on the order (ITEMS section).

Navigate: Customer Maintenance and Accounts > Order Options > Unfulfillable Order Status Report.

Table 7-5 Unfulfillable Order Status Report Parameters - Order Section

Parameter	Description
Order Type	The type of order: Delivery - Customer delivery. Transfer Pickup - Pick up this store. Web Pickup - Order placed on the Web for store pickup. Pickup - Pick up other store.
Order Date	The date the order was created.
Order Origin	The order setup location.
Reference	The reference number of the order.
Comments	The comments associated with the order.
Subtotal	The order subtotal.
Freight	The freight amount (shipping fee) for the order.
Tax	The tax amount on the order.
Total	The total amount for the order.
Order Status	The status for the order: Open - If one of the items is in the following status: New Order, Polled, Accepted, or In Transit. Ready for Pick Up - All items are in Reserved or Received status (can also include cancelled item). Ready to Ship - This is applicable only for customer delivery or delayed pickup (aka pickup from this store). All items must be Reserved. Can also include cancelled items. Complete - All items are Fulfilled. Some may be Cancelled. Cancelled - All items are cancelled. Unfulfillable - All items are unfulfillable or a mix of unfulfillable and cancelled. Unfulfillable items are those that have been rejected either manually by the receiving store or automatically by Oracle Retail Order Broker Cloud Services.
Balance Due	The amount due on the order.
Payments	The deposit payment amount on the order.

Table 7-6 Unfulfillable Order Status Report Parameters - Customer Section

Parameter	Description
Sold To	The purchasing customer's name.
Phone	The purchasing customer's phone number.
Company	The purchasing customer's company.
Email	The purchasing customer's email address.

Table 7-7 Unfulfillable Order Status Report Parameters - Items Section

Parameter	Description
Status	The item status: New - Indicates the item has been added to the order. Polled - Indicates the source/fulfilling location got the item request. Accepted - Indicates the source location has confirmed it can satisfy the order request. Reserved - Indicates the item has been put aside for the customer at the source/fulfilling location. In Transit - Indicates the item has been shipped. Received - Indicates the item has been received in the store. Fulfilled - Indicates the item has been picked up/delivered. Cancelled - Indicates the item has been cancelled. Rejected - Indicates the source location has rejected the order and the item is sourced from another location. Unfulfillable -Indicates the item has been rejected and an alternative location could not be determined.
Item ID	The item identifier.
Description	The item description.
Unit Price	The item price per unit.
Qty.	The item quantity.
Ext. Price	The item extended price. (The item quantity x the item unit price - discounts.)
Source	The sourcing location for the item.
Pickup at	For pickup orders, the location where the items can be picked up.

Criteria Selections for Unfulfillable Order Status Report

Select an option or make entries in any of the following fields to control report output:

• Order Date: Enter a single fixed date, a date range (begin and end dates), or select a relative date option (Yesterday, Previous Week, and so on) from the drop-down list.

Figure 7-3 Sample: Unfulfillable Order Status