Package Insert Processing (WPIP)

Package inserts are items to add to an order automatically in Order Entry based on any of the following criteria:

• customer Class

State (state)

Item

• item Class

Item category

Source code

List source

Offer

Promotion code

Mail type (Current, Original)

• all orders

Item category and State (state)

These items are referred to as package inserts because you may want to use this function to identify flyers, catalogs, stuffers and other materials that should be put inside the package (box) with the items the customer ordered. You can also use this function to add any type of promotional item to the order free of charge.

For each criterion (customer class, state, source code etc.), you can define up to 10 items to add to the order if the order meets the specified criterion.

These package insert items must be valid items in the Item table. Once added to the order, these items process through the system as would any item on an order.

When and how are items added: The system determines if the order is eligible for a package insert item during repricing, the initial order accept, and the final order accept; if the order is eligible for a package insert item, the system applies it to the order.

These items are added to the order without any interaction with the operator unless the package insert item requires special handling (monogramming, engraving, etc.).

Retail channel orders (orders whose Internet Order field in the Order Header table is P) do not qualify for package insert items.

Special handling: If the package insert item requires special handling, the Work with Special Handling Screen or Work with Custom Special Handling Screen displays. You can enter special handling information or select Reject to exit from the window without entering any special handling instructions.

Note: If a package insert item contains special handling, the system displays the special handling window during repricing, initial order accept, and the final order accept. This is because the system reevaluates the order to see if it still qualifies for the item, and if it does, the system adds the item back to the order. You will need to reenter any special handling information you had previously defined for the item.

When you create orders through the Generic Order Interface (Order API), even if the package insert item is flagged for special handling, no special handling is applied.

Free of charge: All package insert items are added to the order free of charge using the Default Price Override Reason (B35) system control value.

Related system control value: The system adds package insert items to the order (interactive order entry and web orders) only if the Evaluate Promotional Items/Inserts in Order Entry/Maintenance (E48) system control value is selected.

Multiple package insert items: An order may be eligible for several package insert items if the order meets more than one criterion. Package inserts are added to the order for each criterion met; however, the same package insert are not added more than once. The system evaluates the criteria in the following sequence:

1. item category/state combination

1. customer class

2. state

3. item

4. item class

5. item category

6. source code

7. list source

8. offer

9. promotion

10. mail type

11. all orders

Because all package insert items are added to the order if eligible, sequence is only important if the same item exists under more than one criterion with a different quantity. The quantity that is used is the quantity associated with the first occurrence of the package insert.

For example, if item A is a package insert item for customer class VP with a quantity of 2 and item A is also a package insert for source code B123 with a quantity of 5, and the order matches both the customer class and source code criteria, item A is added to the order with a quantity of 2 because customer class is evaluated before source code.

In this chapter:

Work with Package Inserts Screen

Work with Inserts for Customer Class Screen

Create Insert for Customer Class Screen

Other Package Insert Criteria

Rules for Adding Package Inserts to Orders

Work with Package Inserts Screen

Purpose: This screen shows the 12 criteria that can be used to determine whether package insert items should be added to the order.

How to display this screen: Select Work with Package Insert from a menu or enter WPIP in the Fast path field at the top of any menu.

Selecting criteria: Select Work With for a criterion to advance to the Work with Insert screen for the selected option. For example, if you select Work With for customer class, you advance to the Work with Inserts for Customer Class Screen.

Every Work with Insert screen contains the qualifying criterion and allows you to define up to 10 items and associated quantities that to add to the order if the order meets the criteria. All of the screens function similarly.

See Other Package Insert Criteria for a definition of each criterion.

Work with Inserts for Customer Class Screen

Purpose: This screen shows all of the customer classes for which package inserts have been established.

How to display this screen: Select Work With for Customer Class at the Work with Package Inserts Screen.

Field

Description

Class

A code used to group customers for reporting, upselling, and restrictions or exclusions.

Alphanumeric, 2 positions; optional.

Screen Option

Procedure

Create package inserts for the selected criteria

Select Create to advance to the Create Insert for Customer Class Screen.

Change an insert

Select Change for a criterion to advance to the Change Insert for Customer Class screen. For field descriptions, see Create Insert for Customer Class Screen. To remove an existing package insert item, delete the Item and SKU fields and then select OK.

Delete an insert

Select Delete for a criterion to delete it.

Display an insert

Select Display for a criterion to advance to the Display Insert for Customer Class screen. You cannot change any fields on this screen. For field descriptions, see Create Insert for Customer Class Screen.

Create Insert for Customer Class Screen

To create: Select Create at the Work with Inserts for Customer Class Screen.

Field

Description

Customer class

The customer class for the package insert items. The customer class is a code used to identify a group of customers. You assign a customer to a customer class in the Customer Sold-to table. Customer class codes are defined in the Customer Class table. See Setting Up the Customer Class Table (WCCL).

If the sold-to customer on the order is assigned this customer class, the items listed below are automatically added to the order.

Alphanumeric, 2 positions; required.

Item

The code for the item to automatically add to the order if the sold-to customer is associated with this customer class. The item you enter is validated against the Item table. The item cannot be a variable set (V kit type).

You can define up to 10 items for a particular customer class. You must enter at least one item.

Alphanumeric, 12 positions; required.

Colr/Size/Othr

The style of the item, such as its color and size. Use these fields to enter the SKU code for the item to automatically add to the order. The SKU you enter is validated against the SKU table.

Alphanumeric, three 4-position fields; required if the item has SKUs.

Qty (Quantity)

The number of units of the item to add automatically to the order.

If the item has a sell quantity defined in the Item table, the quantity entered here should be a multiple of the sell quantity.

Numeric, 7 positions; required.

Other Package Insert Criteria

Package inserts can automatically be added to an order based on 12 criteria in addition to customer class, described under Create Insert for Customer Class Screen.

Field

Description

Inserts for Item Category/State Combination

Item Category

The item category for which the package inserts have been defined. The item category is validated against the Item Category table. See Working with Item Classes (WICL).

If the ship-to customer on the order is associated with the specified country/state and the customer orders any item belonging to this item category and the item is not soldout, the associated package inserts are automatically added to the order.

Alphanumeric, 4 positions; required.

Country

The country for which the package inserts have been defined. Country codes are defined in and validated against the Country table, which is accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

If the ship-to customer on the order is associated with this country/state and the customer orders any item belonging to the specified item category and the item is not soldout, the associated package inserts are automatically added to the order.

Alphanumeric, 3 positions; required.

State

The state for which the package inserts have been defined. State codes are defined in and validated against the State table, which is accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

If the ship-to customer on the order is associated with this country/state and the customer orders any item belonging to the specified item category and the item is not soldout, the associated package inserts are automatically added to the order.

Alphanumeric, 2 positions; required only if the country requires state.

Inserts for State

Country

The country for which the package inserts have been defined. Country codes are defined in and validated against the Country table, which is accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

If the ship-to customer on the order is associated with this state, the associated package inserts are automatically added to the order.

Alphanumeric, 3 positions; required.

State

The state for which the package inserts have been defined. State codes are defined in and validated against the State table, which is accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

If the ship-to customer on the order is associated with this state, the associated package inserts are automatically added to the order.

Alphanumeric, 2 positions; required only if the country requires state.

Inserts for Item

Item

The item for which the package inserts have been defined. The item is validated against the Item table.

If the customer orders this item and the item is not soldout, the associated package inserts are automatically added to the order.

Alphanumeric, 12 positions; required.

Colr/Size/Othr

Optionally, the SKU for which the package inserts have been defined. The SKU is validated against the SKU table. See Performing Initial Item Entry (MITM).

If the customer orders this item and the item is not soldout, the associated package inserts are automatically added to the order.

If no SKU is defined, the package inserts are added to the order if the customer orders any SKU of the item.

Alphanumeric, three 4-position fields; optional.

Inserts for Item Class

Item Class

The item class for which the package inserts have been defined. The item class is validated against the Item Class table. See Working with Item Classes (WICL).

If the customer orders any item belonging to this item class and the item is not soldout, the associated package inserts are automatically added to the order.

Alphanumeric, 3 positions; required.

Inserts for Item Category

Item Category

The item category for which the package inserts have been defined. The item category is validated against the Item Category table. See Working with Item Classes (WICL).

If the customer orders any item belonging to this item category and the item is not soldout, the associated package inserts are automatically added to the order.

Alphanumeric, 4 positions; required.

Inserts for Source

Source Code

The source code for which the package inserts have been defined. The source code is validated against the Source Code table. See Working with Source Codes (WSRC).

If the customer places an order and this is the source code on the header of the order, the associated package inserts are automatically added to the order.

Alphanumeric, 9 positions; required.

Inserts for List Source

List Source

The list source for which the package inserts have been defined. The list source is entered on the Source Code table. No validation occurs. See Working with Source Codes (WSRC).

If the customer places an order and the source code on the header of the order is associated with this list source, the associated package inserts are automatically added to the order.

Alphanumeric, 7 positions; required.

Inserts for Offer

Offer

The offer for which the package inserts have been defined. The offer is validated against the Offer table. See Working with Offers (WOFR).

If the customer places an order and the source code on the header of the order points to this offer, the associated package inserts are automatically added to the order.

Alphanumeric, 3 positions; required

Inserts for Promotion

Promotion

The promotion for which the package inserts have been defined. The promotion is validated against the Promotion table. See Working with Promotions (WPRO).

If the customer places an order and the source code on the header of the order points to this promotion, the associated package inserts are automatically added to the order.

Alphanumeric, 7 positions; required

Inserts for Mail Type

Mail Type

The mail type for which the package inserts have been defined. Valid mail types are:

B = buyer

C = catalog request

R = recipient

L = rental

S = suspect/prospect

' ' (blank) = no mail type defined

See Work with User Fields Screen.

If sold-to customer has this current mail type, the associated package inserts are automatically added to the order. For example, if the sold-to customer has a current mail type of C (catalog request), the package inserts created for mail type C is automatically added to the order.

Alphanumeric, 1 position; required or leave blank to define package inserts for customers with no current mail type.

Inserts for All Orders

All

All Package inserts defined under this criterion are added to every order. When you select this option, no value is entered. You just enter the package insert items and quantities.

Rules for Adding Package Inserts to Orders

• If the order is a multiple-recipient order, each order is evaluated on an order ship-to by order ship-to basis when determining whether the order qualifies for a package insert.

• The package insert item is not added to the order if the qualifying item (through either item, item class, or item category) is soldout.

• The system evaluates the order to determine if it is eligible for the package insert during repricing, initial order accept, and final order accept; if the order is no longer eligible, the system deletes it.

• The package insert item is added to the order using the earliest arrival date of any one open item on the order.

• The package insert item may ship by itself if all other items on the order are backordered. To prevent this from occurring, you may want to create the package insert item as a non-inventory item in the Item table or assign the item to a coordinate group code. Items with a coordinate group code are designed not to generate a pick slip unless there are other items on the order to be shipped at the same time.

• Package insert items are not added to the order if the order type on the order matches the order type defined in Order Type to Process as Catalog Request/Item Samples (E08) system control value.

• Package insert items are not added to the order if the qualifying item (through item, item class, or item category) has a negative quantity.

• Package insert items are not added to the order if the order total is negative.

• Package insert items are not added to the order if the order has a ship via with a Billing Code of Express Bill.

• No special handling applies to package insert items added to orders you create through the Generic Order Interface (Order API).

• Package insert items cannot be qualifying items to add other package insert items.

Troubleshooting: If a package insert item did not get added to the order, you should check the following:

• System control value to Evaluate Promotional Items/Inserts in Order Entry/Maintenance (E48) should be selected.

• System control value for Default Price Override Reason (B35) must contain a valid price override reason code.

• The system evaluates the order to see if it is eligible for the package insert during repricing, initial order accept, and final order accept. The package insert may have been removed from the order if it no longer qualified.

Restricted field in the SKU table for the package insert item should be unselected.

Sell quantity field in the Item table for the package insert item should be blank. If a sell quantity must exist, the quantity of the package insert item to be added to the order should be a multiple of the sell quantity.

• The order type on the order should not be the same as the order type defined in the Order Type to Process as Catalog Request/Item Samples (E08) system control value.

WPIP OROMS 17.0 2018 OTN