Browse Order Broker Preference Override

Purpose: Use the Browse Order Broker Preference Override window to review the Order Broker criteria overrides that apply to a particular order type and express carrier setting for an originating system.

Used for the Routing Engine module.

How to display this window: Click to highlight an Order Broker preference override at the Order Broker Preference Overrides screen.

Used for the Routing Engine module.

Note:             

         Available if Use Routing Engine is selected at the Tenant screen.

         You can work with preference overrides only if you have completed the Preferences screen for the organization.

         When you create an organization, you need to first select Save at the Preferences screen in order to create the override combinations to display at this window.

         Only users with Order Broker Preference Overrides authority can display this window. See the Role Wizard for more information.

In this topic:

         Options at this window

         Fields at this window

Options at this window

Option

Procedure

review the next order type, originating system, and express carrier setting combination subject to Preference overrides

Click the next icon (modal_next.png) to display the next combination subject to Preference overrides.

review the previous order type, originating system, and express carrier setting subject to Preference overrides

Click the previous icon (modal_previous.png) next to display the previous subject to Preference overrides.

edit the current order type, originating system, and express carrier setting’s Preference overrides

Select Edit to advance to the Edit Order Broker Preference Override screen.

Fields at this window

Note:             All fields at this window are display-only.

Field

Description

Informational fields:

Organization

The organization associated with the originating system. The organization code and name are displayed, separated by a hyphen (-).

Originating System

The system originating the order or the product search request subject to the override. The system code and description are displayed, separated by a hyphen (-).

Note:  

         This is the system that originally submits the order; or, in the case of a locate items request message, this is the system submitting the request.

         The Routing Engine always uses the override setting for the originating system when routing an order, even if the order has been rejected, and it is finding another fulfilling location (“reshopping” the order).

Order Type

The order type subject to the override. Possible order types are:

         Pickup: customer picks up the order at a specified location

         Delivery: order ships directly to the customer

         Retail Pickup: merchandise is transferred to the originating location, where the customer picks it up

The Routing Engine determines the order type for an override based on:

         the order type specified in the submit order request for a new order

         the order type assigned to an existing retail pickup or delivery order that is rejected, so that the Routing Engine searches for another location

         the fulfillment type specified for a a locate items request

Note:  There is no override option for ship-to-store orders, since the customer selects the location for order pickup, and there is no need for the merchandise to be available there.

Express Carrier

Indicates whether an order needs to use an express carrier to be subject to the override. Possible settings are:

         Y: 

         Orders that specify an express carrier are subject to the override if they match the Order Type (retail pickup or delivery orders only)

         If the Default Carrier specified at the Preferences screen has the express carrier selected and the order matches the Order Type, this carrier’s setting applies, so that retail pickup and delivery order requests that do not specify a carrier are subject to the override, as well as locate items requests with retail pickup or delivery transaction types

         N: 

         Orders that do not specify an express carrier are subject to the override if they match the Order Type (retail pickup or delivery orders)

         If the Default Carrier specified at the Preferences screen does not have the express carrier selected and the order matches the Order Type, this carrier’s setting applies, so that retail pickup and delivery order requests that do not specify a carrier are subject to the override, as well as locate items requests with retail pickup or delivery transaction types

Note:  The Express Carrier flag is always set to N when the Order Type is Pickup.

Order Broker Preference Override

Inherit from Organization and Preferences

Possible settings:

         Selected (default): the Order Broker settings specified at the Preferences screen apply to this originating system, order type, express carrier type combination, and the current settings are displayed below

         Unselected: the override settings specified at this screen apply to this originating system, order type, and express carrier type combination

For more information: For a discussion on the following fields, see About Order Broker Criteria in the Preferences help topic.

Proximity

See Proximity.

On Hand Count

See On Hand Count.

Location Priority

See Location Priority.

Last Order Assigned

See Last Order Assigned.

Sales Velocity Rank

See Sales Velocity Rank.

 

________________________________