Purchase Order Information

unlabeled area at the top of the screen

Purchase Order Number

The number or code identifying the purchase order in the originating system, such as Order Management System or CWDirect. From the po_no in the CreateDSOrder message.

Case: If the originating system includes any lowercase letters in the purchase order number, Order Broker converts them to uppercase when creating the purchase order.

Date Created

The PO entered date provided by the retailer. Might not be the same as the date when the originating system submitted the purchase order to Order Broker. From the po_entered_date in the CreateDSOrder message. Format is based on the settings at the User Profile Configuration screen.

Sales Order Number

The number or code identifying the sales order in the originating system. From the order_id in the CreateDSOrder message.

Order Status

Possible statuses are:

•         Cancelled: You have cancelled the entire purchase order.

•         Complete (multi-line purchase orders only): The purchase order includes more than one line, and the line statuses include a combination of Cancelled and Shipped; there are no remaining open lines.

•         Held: The vendor has held the line(s) on the purchase order from processing. The vendor might put a line on hold if the vendor cannot fulfill it, and is requesting that you cancel the line. When a line on a purchase order is on hold, it is not eligible for pack slip generation or to be sent to an integrated vendor; or, if the purchase order line was already in process, the line is not eligible for shipment confirmation, and if the vendor uses the void/reprint option, the held line is omitted from the new pack slip.

•         In Process: The vendor has generated pack slips for the entire purchase order or the line, or sent the purchase order to the vendor’s system (and the batch was acknowledged, if required) if it is an integrated vendor.

•         New Order: The vendor has received the purchase order, but has not yet generated pack slips for the entire purchase order or the line; or, in the case of an integrated vendor, the vendor has not yet received the purchase order or required acknowledgment, if required.

•         Open (multi-line purchase orders only): The purchase order includes more than one line, and the line statuses include at least one line that is Held, In Process, or New Order.

•         Shipped: The vendor has confirmed shipment of the entire purchase order.

Brand

The name or description of the brand associated with the purchase order. See Brands for background. Identified through the brand_cd in the CreateDSOrder message.

Placed

The code and description of the location originating the sales order. From the requesting_location_cd in the CreateDSOrder message. Typically identifies your distribution center. Separated by a hyphen (-).

Vendor

The name or description of the vendor assigned to fulfill the purchase order. Up to 40 positions. The vendor code follows in parentheses. Up to 10 positions. From the vendor_cd in the CreateDSOrder message.

Vendor name anonymized? If the data for a vendor on a purchase order has been anonymized (deleted and replaced with asterisks), searching by the vendor is not supported.See Anonymizing Data for background.

Organization

The name or description of the organization associated with the purchase order. See organization.

Pending address change request? The screen displays a message in red if there is an address change request submitted to the vendor and pending approval. Use the Purchase Order History Detail window to review the requested change.

This message continues to be displayed even if the vendor confirms shipment of the line(s) without accepting or rejecting the address change.

Header tab: Header summary fields

This area displays additional summary information about the order.

Next Due Date

The earliest due date on any of the lines on the purchase order, regardless of whether the earliest due date has passed. Blank if the entire purchase order has shipped. Format is based on the settings at the User Profile Configuration screen.

Ship Via

The code and description identifying the preferred shipper to use for the purchase order, separated by a hyphen. From the carrier_cd for the first item in the CreateDSOrder message. Not updated at shipment, even if the vendor specifies a different carrier.

Gift

Set to Y if the sales order is a gift order; in this case, no prices, charges, or totals print on the pack slip. From the gift setting in the CreateDSOrder message.

Buyer

The code and name of the buyer for the purchase order. From the carrier_cd for the first item in the CreateDSOrder message. Separated by a hyphen (-).

Shipping Instructions

The general shipping instructions for the order. From the shipping_instructions in the CreateDSOrder message. CWDirect and Order Management System include shipping instructions such as DRP SHP ORD#00012025, where 12025 is the sales order number. 

There may be additional instructions for the purchase order, such as customization instructions, gift messages, or order messages at the Browse Detail Customizations window, Browse Purchase Order Detail Messages window, and Messages tab,

Ship Complete

Set to Y if the purchase order should be shipped in a single shipment. From the ship_complete setting in the CreateDSOrder message. Informational only; does not control pack slip generation.

Total

The purchase order total, including the extended prices of all detail lines. Does not include additional charges, freight, additional freight, tax, or tax on freight. The currency symbol displayed is based on the vendor_currency_cd in the CreateDSOrder message.

Discount

The discount percentage or discount amount specified in the CreateDSOrder message. Zeros are displayed if no discount was specified in the message. Separated by a slash (/). From the discount_percentage and discount_amount in the CreateDSOrder message. The currency symbol displayed for the discount amount is based on the Currency specified for the purchase order.

Currency

The code identifying the currency on the sales order. Controls the currency symbol displayed for the purchase order. From the vendor_currency_cd in the CreateDSOrder message.

Header tab: Address fields

This area displays name and address information about the sold-to and ship-to.

Sold To

The customer who placed the sales order. Includes:

•         name: prefix (such as Mr. or Dr.), first name, middle name, last name, and suffix (such as Jr. or Esq.)

•         company name

•         first address line

•         apartment, unit, or suite number (prefixed by the label Apt / Unit #:)

•         address line 2

•         address line 3

•         address line 4

•         city, state, postal or zip code, country code

Note:  If the originating system includes any lowercase letters in the postal code, Order Broker converts them to uppercase when creating the purchase order.

•         daytime phone number (prefixed by the label Day:)

•         evening phone number (prefixed by the label Eve:)

•         email address

Note:  Not all of the information above might be available for each customer. At a minimum, the customer information must include:

•         first and last name or company

•         first address line

•         city, postal or zip code, and country code

From the sold_to information in the CreateDSOrder message.

Customer anonymized? If the data for a customer sold-to on a purchase order has been anonymized (deleted and replaced with asterisks), the customer name is displayed as asterisks. See Anonymizing Data for background.

Ship To

The customer to receive the line(s) on the purchase order. Includes the same information as the sold-to customer name and address, listed above. From the ship_to information in the CreateDSOrder message.

Customer anonymized? If the data for a customer ship-to on a purchase order has been anonymized (deleted and replaced with asterisks), the customer name is displayed as asterisks. See Anonymizing Data for background.

Header tab: Sales Order Summary fields

Pay Method

The description of the payment method on the sales order. From the tender_description in the CreateDSOrder message. Set to MULTI PAY if the originating sales order had more than one payment method.

Freight Charges

The freight charges from the sales order. From the freight_amount in the CreateDSOrder message. Rounded to a 2-position decimal.

Additional Charges

The additional freight charges (not the additional charges) from the sales order. From the order_additional_freight_charges in the CreateDSOrder message. Rounded to a 2-position decimal.

Paid Amount

The amount prepaid on the sales order. From the tender_amount in the CreateDSOrder message. Rounded to a 2-position decimal.

Tax on Freight

The tax on freight charges from the sales order. From the freight_tax in the CreateDSOrder message. Rounded to a 2-position decimal.

Tax Charges

The total tax for the items on the purchase order. The total of the amount from the tax for each purchase order detail included in the CreateDSOrder message. Rounded to a 2-position decimal.

Detail tab

This tab displays information about the line(s) on the purchase order, and includes options to display additional information about the line(s).

Line #

The line number identifying the item on the purchase order. From the po_line_no in the CreateDSOrder message.

Item #

The item number or code. Hold the pointer over the Item # to display the vendor item number or code and description. From the retailer_item_id in the CreateDSOrder message.

Item Description

A description of the item. Hold the pointer over the Item Description to display your description of the item. From the retailer_item_description in the CreateDSOrder message.

Order Qty

The total quantity of the item ordered by the customer. From the po_qty_ordered in the CreateDSOrder message.

Shipped Qty

The total confirmed shipment quantity of the item.

Printed Qty

The total quantity of the item that the vendor currently has on a generated pack slip or extracted to the vendor’s system, but not yet confirmed as shipped.

Cancel Qty

The total quantity of the item that you have cancelled.

Note:  CWDirect and Order Management System do not support partial quantity cancellations. Additional information on canceling a partial quantity will be provided by Oracle at a later date.

Line Status

The current status of the line on the purchase order. Possible statuses are:

•         Cancelled: You have cancelled the line.

•         Held: The vendor has held the line(s) on the purchase order from processing. The vendor might put a line on hold if the vendor cannot fulfill it, and is requesting that you cancel the line. When a line on a purchase order is on hold, it is not eligible for pack slip generation or to be sent to an integrated vendor; or, if the purchase order line was already in process, the line is not eligible for shipment confirmation, and if the vendor uses the void/reprint option, the held line is omitted from the new pack slip.

•         In Process: The vendor has generated pack slips for the entire purchase order or the line, or sent the purchase order to the vendor’s system (and the batch was acknowledged, if required) if it is an integrated vendor.

•         New Order: The vendor has received the purchase order, but has not yet generated pack slips for the entire purchase order or the line; or, in the case of an integrated vendor, the vendor has not yet received the purchase order or required acknowledgment, if required.

•         Shipped: The vendor has confirmed shipment of the line.

Note:  The line status is different from the Order Status if the purchase order has more than one line, and the lines have different statuses. See the Order Status for more information.

Due Date

The current due date for the line. Can differ from the original due date if the vendor has entered a revised due date. Included even if the item has shipped. The original due date is from the po_line_due_date in the CreateDSOrder message.

Custom

Select the icon () in the Custom column to advance to the Browse Detail Customizations window, where you can review the special handling instructions for the line. Available only if there are special handling instructions.

Messages

Select the icon () in the Messages column to advance to the Browse Purchase Order Detail Messages window, where you can review any sales order line messages for the line. Available only if there are order line messages.

Display

Select the icon () in the Display column to advance to the Display Purchase Order Item window, where you can review additional details about the line.

Invoices tab

This tab displays information on any invoices the vendor has created for the items on the purchase order.

Multiple shipments? If the invoice includes multiple shipments against a single purchase order line, each shipment is listed separately.

If the vendor deletes an invoice that is in New or Rejected status, it is no longer displayed at this tab. The vendor cannot delete an invoice in any other status.

See Invoice Inquiry for more information on invoices.

Line #

The line number included on the invoice.

Item #

The item number or code identifying the shipped item included in the invoice. The description of the item is to the right, separated by a hyphen ( - ).

Invoice Number

The invoice number specified by the vendor when creating the invoice.

Invoice Date

The date the vendor specified for the invoice. Format is based on the settings at the User Profile Configuration screen.

Invoice Qty

The total quantity of the item included in the shipment and being billed on this invoice.

Invoice Unit Cost

The vendor’s unit cost for the shipment. Multiplied by the Invoice Qty.

Different unit cost? If the vendor specifies an invoice unit cost that exceeds or falls short of the original PO Unit Cost by more than the Unit Cost Threshold you have specified for the vendor, the invoice detail line is out-of-balance. For example, if you set the threshold at 10%, and the vendor changes the invoice unit cost (higher or lower) by more than 10%, the invoice detail line is out-of-balance.

Held invoice? When the vendor submits an invoice that includes any out-of-balance lines, the invoice goes into Held status, and you need to either approve or reject the invoice. If you accept the invoice, it posts to the originating system. If you reject the invoice, the vendor can edit the invoice, including the Invoice Unit Cost, again, and resubmit the invoice; or the vendor can delete the invoice.

Email notification to vendor: The vendor receives an email notification when you accept or reject an out-of-balance invoice if indicated by the Invoice Balance Notification setting at the Email folder of the Preferences tab of the New Vendor or Edit Vendor screen.

Display

Optionally, select the display icon () to advance to the Invoice screen, where you can review details about the invoice.

History tab

This tab displays an entry for each activity that occurs related to a purchase order or a line on the purchase order. See Purchase Order History Entries for details.

Line #

The line number updated by the activity. In the case of purchase order creation, there is a history record for each line on the purchase order.

Item (unlabeled field)

The item code for the item updated by the activity. In the case of purchase order creation, there is a history record for each item on the purchase order. From the retailer_item_id in the CreateDSOrder message.

The description of the item is to the right.

Quantity

The quantity updated by the activity.

Action Type

Possible action types are described below under Purchase Order History Entries.

Status

The status of the line after the activity took place. See Purchase Order History Entries for details, and see Line Status for a list of possible statuses.

Date / Time

The date and time when the activity took place. Format is based on the settings at the User Profile Configuration screen.

User

The user who performed the activity.

•         A user of Admin is listed for purchase order creation, address update requests, cancellation requests, and cost changes.

•         A user of SYSTEM is listed when the customer data on the purchase order is anonymized.

•         Otherwise, this is the user ID of the vendor user who performed the action.

Source

Indicates where the activity originated:

•         UI (user interface) = the activity took place at a screen

•         WS (web service) = the activity originated from a web service message, such as the CreateDSOrder message, or through the vendor integration if this is an integrated vendor; or the purchase order was anonymized, either through the Completed Order Private Data Purge job, or through the ForgetPrivateData web service request.

Transaction Notes

Additional information about the activity. See Purchase Order History Entries for details and examples.

Details

If you have requested an address change, click the details icon () to advance to the Purchase Order History Detail window, where you can review the details of a shipping address change, including the address before and after the change.

This option is displayed only if the address change was:

•         submitted when the line was in New Order status, before the vendor generated the pack slip or received the purchase order through the vendor integration, so that the address change applied automatically; or,

•         submitted when the line was in In Process or Held status, after the vendor generated the pack slip or received the purchase order through the vendor integration. In this case, the option is available regardless of whether the vendor accepted or declined the address change.

If you request an address change when the line is in Shipped or Cancelled status, Order Broker automatically rejects the change, and there is no history record displayed here.

Troubleshooting: In order to open the Purchase Order History Detail window if you are using Internet Explorer 9.0 or 10.0, you need to make sure that you are not using Compatibility View.

Messages tab

Note:  

•         Message lines are consolidated at this tab, but print on separate lines on the pack slip.

•         Sales order messages and gift messages are not anonymized when the customer data is anonymized.

Sales Order

This area displays messages related to the sales order originating the purchase order. From the order_message in the CreateDSOrder message.

Gift Messages

This area displays gift messages related to the sales order. From the gift_message in the CreateDSOrder message.

Simple Process Updates

PO Created

You submit the purchase order to Order Broker for fulfillment via the CreateDSOrder message. A separate history record is created for each line on the purchase order.

WS

New Order

none

PackSlip

The vendor generates pack slips for printing (PDF files) or extract to the vendor’s system (CSV files).

UI

In Process

Indicates the batch ID that includes the pack slip (for example, Batch ID (74)).

PackSlip

If an integrated vendor: the purchase order has been sent to the integrated system.

WS

New Order or In Process

Indicates the batch ID, as above.

Status remains New Order until the batch of purchase orders is acknowledged, if the Require Acknowledgement flag is selected; in this case, a separate history entry indicates when the batch is acknowledged.

Shipment

The vendor confirms shipment.

UI

Shipped

Indicates the ship date, carrier code, tracking number, weight, and freight rate, for example: Ship Date: 07/17/2013, Carrier: 50, Tracking #: Track12155, Weight: 2.34, Rate: $ 1.23

Shipment

An integrated vendor confirms shipment through the integration.

WS

Shipped

Cancellation Requests

Cancel

You submit a cancellation request for a line in New Order status.

WS

Cancelled

Automatically Cancelled

Cancel

You submit a cancellation request for a line in In Process or Held status.

WS

unchanged

Cancel Requested

Cancel

The vendor accepts a cancel request, either at the Purchase Order Change Requests screen or automatically when a line returns to New Order status after the vendor releases the line from hold or voids (but doesn’t reprint) the pack slip.

UI

Cancelled

Cancellation Approved

Cancel

The vendor declines a cancel request.

UI

unchanged

Cancellation Rejected

Cancel Auto Rejected

You send a cancellation request for a line that is already in Shipped or Canceled status, or if the requested cancel quantity exceeds the current open quantity on the line.

WS

unchanged

Cancel Request Auto Rejected

Address Change Requests

Address Change

You submit an address change request for a purchase order in New Order status.

WS

New Order

Address Change Automatically Applied

Address Change

You submit an address change request for a purchase order in In Process or Held status.

WS

unchanged

Address Change Requested

Address Change

The vendor declines an address change request.

UI

unchanged

Address Change Rejected

Address Change

The vendor accepts an address change request, either at the Purchase Order Change Requests screen or automatically when a line returns to New Order status after the vendor releases the line from hold, ships a partial quantity and returns the line to New Order status, or voids (but doesn’t reprint) the pack slip.

UI

unchanged

Address Change Approved

Address Change

The vendor ships a purchase order with an outstanding address change request. This message is written only for the first item on the shipment.

UI

Shipped

Address Change Auto Rejected

If the purchase order is in Open status: A purchase order in Open status can include lines in New Order, Held, Shipped, Cancelled, In Process status. In this situation, each line remaining line is treated separately.

Cost Changes

Cost Change

You submit a cost change for a line on a purchase order to update the unit price.

WS

unchanged

Before $8.98 - After $ 9.98 (where $ 8.98 is the previous unit price, and $ 9.98 is the new unit price)

Note:  The currency symbol displayed is based on the Currency specified for the purchase order.

Additional Changes

Data Removal

Private data is anonymized.

WS

previous status

PII Data Anonymized

Maintenance

The vendor puts a line on hold.

UI

Held

Held: Backordered (where Backordered is the Reason Description entered by the vendor)

Maintenance

The vendor releases a line from hold.

UI

previous status

Released

Note:  The Reason Description is not listed here even if the vendor entered one while releasing the line from hold.

Maintenance

The vendor revises the line’s Due Date.

UI

unchanged

Maintenance Delay Revised Due Date: 06/28/2013 (where Delay is the Reason Description entered by the vendor and 6/28/2013 is the revised due date)

Maintenance

The vendor enters a Reason Description without changing the line’s hold status or revising the due date.

UI

unchanged

Maintenance Expected next week (where Expected next week is the Reason Description entered by the vendor)

Maintenance

The vendor deletes a Reason Description for an line that is not held and does not have a revised due date.

UI

unchanged

Maintenance

Pack Slip Reprinted

The vendor uses the Void/Reprint Pack Slip screen or the Reprint Pack Slip option at the Purchase Order screen to void and reprint the pack slip.

UI

In Process

Indicates the new batch ID (for example, Batch ID (74)).

Pack Slip Voided

The vendor uses the Void/Reprint Pack Slip screen to void but not reprint the pack slip by setting the New Print Qty of all printed lines to 0.

UI

New Order

Indicates the current batch number voided (for example, Batch ID 73)).

Re-opened

The vendor confirms shipment of the entire printed quantity of a line, but there is an additional unprinted quantity because the vendor previously used the Void/Reprint Pack Slip screen to reduce the printed quantity.

UI

New Order

Data Removal

The customer data for the purchase order was anonymized, either through the Completed Order Private Data Purge job, or through the ForgetPrivateData web service request

WS

unchanged

Private Data Anonymized