EditPrefOverrides

Edit Order Broker Preference Override

Purpose: Use the Edit Order Broker Preference Override screen to review or update preference overrides that apply to an order type and originating system. In the case of a retail pickup, delivery, or ship-for-pickup order, the Routing Engine also uses the override only if the Express setting is consistent with the carrier on the order.

For more information: See the Order Broker Preference Overrides screen for a discussion.

Used for the Routing Engine module.

How to display this screen: Click the edit icon () for an override at the Order Broker Preference Overrides screen.

Note:

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

• Only users with Order Broker Preferences Overrides authority can display this screen. See the Role Wizard for more information.

• If Use Weighted Brokering Rules is selected at the Preferences screen, the Weighted Percentages are displayed; otherwise, the fields from the Standard Brokering tab at the Preferences screen are displayed.

• If the Edit Order Broker Preference Override screen was already open in another tab when you clicked the edit icon, you advance to this screen with the previously-selected override displayed.

Pickup location preferences: When the Routing Engine receives a web service request searching for locations that could fulfill a pickup order:

• If Use Weighted Brokering Rules is unselected: The LocateItems response uses Standard Brokering rules from the Preferences screen, while the Product Availability response lists the locations in order of proximity.

• If Use Weighted Brokering Rules is selected: Both the LocateItems response and the Product Availability response list the locations in order of proximity.

Note: Because the Standard Brokering Rules never apply to searches for pickup orders when Use Weighted Brokering Rules is selected, the Browse Order Broker Preference Override window does not display any preference rules for a pickup order type. Although you can work with the Standard Brokering Rules at the Edit Order Broker Preference Override screen, these settings are never used if you use weighted brokering

In this topic:

• Updating override settings

• Fields at this screen

Updating override settings

To set up an override from the default Preference settings:

• Unselect the Inherit from Order Broker Preferences flag to make the remaining fields enterable.

• Edit the preference settings. See the Fulfillment Tab at the Preferences screen for background.

• Select Save when you are done.

Set back to inheriting defaults: To change the override to go back to the default preference settings, select the Inherit from Order Broker Preferences flag and select Save.

Fields at this screen

Field	Description
Informational fields:
Organization	The organization associated with the originating system. Display-only. 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. Display-only. 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 or product availability 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 or sourcing location (“reshopping” the order).
Order Type	The order type subject to the override. Possible order types are: • If ship-for-pickup is not enabled: • Pickup: customer picks up the order at a specified location • Delivery: order ships directly to the customer • Retail Pickup: merchandise is transferred to the placed (originating) location, where the customer picks it up • If ship-for-pickup is enabled: • Pickup: customer picks up the order at a specified location • Delivery: order ships directly to the customer • Ship For Pickup: merchandise is transferred from a sourcing location to a pickup location, and the sourcing location and pickup location can both be different from the placed (originating) location 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, delivery, or ship-for-pickup order that is rejected, so that the Routing Engine searches for another location • the fulfillment type specified for a a locate items request or product availability 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. Display-only. Possible settings are: • Y: • Orders that specify an express carrier are subject to the override if they match the Order Type (retail pickup, delivery, or ship-for-pickup 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, delivery, or ship-for-pickup order requests that do not specify a carrier are subject to the override, as well as locate items requests with retail pickup, delivery, or ship-for-pickup transaction types • N: • Orders that do not specify an express carrier are subject to the override if they match the Order Type (retail pickup, delivery, or ship-for-pickup 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, delivery, or ship-for-pickup order requests that do not specify a carrier are subject to the override, as well as locate items requests with retail pickup, delivery, or ship-for-pickup order 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 the Standard Brokering Tab in the Preferences help topic. Note: The following fields, which control standard brokering, are displayed only if Use Weighted Brokering Rules is not selected at the Preferences screen; otherwise, the fields from the Weighted Brokering Tab are displayed.
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.
Weighted Percentages Displayed only for retail pickup, delivery, or ship-for-pickup orders, and only if Use Weighted Brokering Rules is selected at the Preferences screen.
Labor Cost	See Labor Cost.
Gross Margin	See Gross Margin.
Proximity	See Proximity.
On Hand Count	See On Hand Count.
Sales Velocity	See Sales Velocity.
Priority	See Priority.
Total Weights	See Total Weights.

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