Creating and Maintaining Zone Reservation Dates (WZRD)

Purpose: Use the Work with Zone Reservation Dates menu option to create, change, delete, or display shipping zone date windows for each category of zone reservation coded items you have defined using Creating and Maintaining Zone Reservation Codes (WZRC).

About zone reservation dates: Zone reservation dates are the time windows you set up for shipping weather-sensitive inventory to different geographic zones in the country. For each zone reservation code, which identifies a category of weather-sensitive inventory stock such as bulbs, bare root plants, or potted plants, you specify the season in which it will be sold, then define a set of zone date windows corresponding to the geographic zones of the country. For example, potted plants would have a zone date window for each geographic zone in the country.

Each zone date window defines the following dates:

Start date: the date you start shipping an item with this code.

Deferred cutoff date: the backorder cutoff date. On or after this date you will not take orders for this item if the item is not available in your warehouse.

Note: The Deferred cutoff date is not considered if you use alternate zone reservation rules, as controlled by the Use Alternate Zone Reservation Logic (I52) system control value. See Alternate Zone Reservation Rules for a discussion.

Cutoff date: the cutoff date for taking orders, whether or not stock is available in your warehouse.

End date: the last date for shipping the item.

Next season open date: the start date of the next season for items with this code.

About season dates: Some zone reservation coded items may be sold in more than one season. You must set up a group of zone date windows for each season in which you plan to ship items with this zone reservation code. For example, a bare root plant from a spring catalog may have 10 zone date windows, corresponding to 10 geographic zones you have set up for the country. The same bare root plant offered in a fall catalog would have a different set of 10 zone date windows corresponding to the same 10 geographic zones.

For more information: See Shipping Zone Reservation Overview for an explanation of the zone reservation process.

In this chapter:

Work with Zone Reservation Dates Screen (Zone Date Windows)

- Create Zone Reservation Dates Screen (Creating a Zone Date Window)

Work with Zone Reservation Dates Screen (Zone Date Windows)

Purpose: Use this screen to change, delete, display, or create information about the zone reservation date windows associated with each zone reservation code and season.

How to display this screen: Enter WZRD in the Fast path field at the top of any menu or select Work with Zone Reservation Dates from a menu.

Field

Description

Zone reservation

The zone reservation code. A code that identifies a type of weather-sensitive inventory item for which you have set up shipping restrictions by zone. See Creating and Maintaining Zone Reservation Codes (WZRC) for information on setting up and maintaining zone reservation codes.

Alphanumeric, 4 positions; optional.

Season

A code which identifies the season to which the date window applies. See Working with Season Codes (WSEA).

Alphanumeric, 3 positions; optional.

Geo. zone (Geographic zone)

A code which identifies the geographic zone to which the date window applies.

See Creating and Maintaining Geographic Zones (WGZN).

Alphanumeric, 3 positions; optional.

Start date

The shipping start date for the zone date window.

Numeric, 6 positions, in user date format; display-only.

End date

The shipping end date for the zone window.

Numeric, 6 positions, in user date format; display-only.

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Screen Option

Procedure

Create a zone reservation date window

Select Create to advance to the Create Zone Reservation Dates Screen (Creating a Zone Date Window).

Change a zone reservation date window

Select Change for a zone reservation date window to advance to the Change Zone Reservation Dates screen. You can change any information except the zone reservation code, the season, and the geographic zone of the date window. See Create Zone Reservation Dates Screen (Creating a Zone Date Window) for field descriptions.

Delete a zone reservation date window

Select Delete for a zone reservation date window to delete it.

Display a zone reservation date window

Select Display for a zone reservation date window to advance to the Display Zone Reservation Dates screen. You cannot change any information on this screen. See Create Zone Reservation Dates Screen (Creating a Zone Date Window) for field descriptions.

Create Zone Reservation Dates Screen (Creating a Zone Date Window)

Purpose: Use this screen to define the Start date, Deferred cutoff date, Cutoff date, End date, and Next season open dates for a zone reservation date window.

How to display this screen: Select Create on the Work with Zone Reservation Dates Screen (Zone Date Windows).

Field

Description

Zone reservation

A code that identifies a type of weather-sensitive inventory item such as bare root plants, or hardy bulbs. Zone reservation codes are defined in and validated against the Zone Reservation Code table, and assigned in the Item table.

See Creating and Maintaining Zone Reservation Codes (WZRC).

Alphanumeric, 4 positions.

Create screen: required.

Change screen: display-only.

Season

A code which identifies the season to which the zone reservation date window applies.

See Working with Season Codes (WSEA) for information on defining seasons.

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

Geographic zone

A code which identifies the geographic zone to which the date window applies.

See Creating and Maintaining Geographic Zones (WGZN).

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

A description of the zone date window.

Alphanumeric, 40 positions; required.

Start date

The zone window start date, which is the date you plan to start shipping items tied to this zone date window.

If using Standard Zone Reservation Rules:

• For order lines taken prior to the season start date as well as prior to the zone window start date, the zone window Start date is set as the Arrival date for the order line, and the order line has a backorder status of Future order. See Shipping Zone Reservation Overview for information about Season dates and future orders.

• For order types flagged to display Zone Date Windows, if an item tied to this zone date window is ordered before the zone window start date, the Display Zone Reservation Dates Window displays shipping start date information.

If using Alternate Zone Reservation Rules:

• For order lines taken prior to the season start date as well as prior to the zone window start date, provided there is an available quantity or open PO quantity for the item:

- the zone window Start date is set as the Arrival date for the order line, and the order line has a backorder status of Future order. See Shipping Zone Reservation Overview for information about Season dates and future orders.

- for order types flagged to display Zone Date Windows, if an item tied to this zone date window is ordered before the zone window start date, the Display Zone Reservation Dates Window displays shipping start date information.

• For order lines taken prior to the season start date as well as prior to the zone window start date, if there is no available quantity or open PO quantity for the item, the Select Order Line Option Window provides the choice to either sell out the order line, or take the order line as a future order with the zone window's Next season open date as the order line's Arrival date.

Numeric, 6 positions, in user date format; required.

Deferred cutoff date (Backorder cutoff date)

On or after this date, backorders for items tied to this zone window will not be taken if you are using Standard Zone Reservation Rules. Under these rules:

• if stock is available for an order tied to this zone window, orders taken on or after this date, but prior to the cutoff date, will be created with a backorder status of Zone Reservation, and will be reserved and shipped during pick generation.

• if stock is unavailable for an item ordered on or after this date, the Select Order Line Option Window allows the operator to either sell out the order line, or take the order line as a future order with the zone window's Next season open date as the order line's Arrival date.

Note: This date is not considered as part of Alternate Zone Reservation Rules,

This date cannot be prior to the start date. If you enter a date in this field which is prior to the start date, the screen displays the following error message:

Deferred cutoff date cannot be prior to the start date.

Numeric, 6 positions, in user date format; required.

Cutoff date

On or after this date, new orders will not be taken for items tied to this zone window, regardless of item availability. The Select Order Line Option Window provides the choice to either sell out the order line, or take the order line as a future order with the zone window's Next season open date as the order line's Arrival date. See Shipping Zone Reservation Overview.

This date cannot be prior to the deferred cutoff date. If you enter a date in this field which is prior to the deferred cutoff date, the screen displays the following error message when you select OK:

Cutoff date cannot be prior to deferred cutoff date.

Numeric, 6 positions, in user date format; required.

End date

The last date of the zone date shipping window; the date you plan to stop shipping items tied to this zone date window.

This date cannot be prior to the Cutoff date. If you enter a date in this field which is prior to the cutoff date, the screen displays the following error message when you select OK:

End date cannot be prior to cutoff date.

Numeric, 6 positions, in user date format; required.

Next season open date

The open date of the next season for items tied to this zone date window. This is the date displayed at the Select Order Line Option Window and loaded as the Arrival date for the order line if the order line is taken as a future order. See Shipping Zone Reservation Overview.

This date cannot be prior to the End date. If you enter a date in this field which is prior to the End date, the screen displays the following error message when you select OK:

Next season open date cannot be prior to the current end date.

Numeric, 6 positions, in user date format; required.

WZRD OROMS 17.0 2018 OTN