Field

Description

B/O (Back order)

A brief explanation of the reason an item is on backorder or unavailable for shipment.

Order Broker: The line is also in backorder status if it has been assigned to the Order Broker for fulfillment. In this situation, this screen lists a printed quantity as well as a backorder warehouse and flags the order line as a drop ship. There is no reserved quantity indicated, and there might be an expected ship date indicated for the order line. See the Order Broker Integration for background.

Alphanumeric, 25 positions; display-only.

Ofr (Offer)

A code for the catalog, space or television advertisement from which you accept orders.

The offer defined for the order controls how shipping is calculated and items are priced. However, if you override the offer for an item (if the customer is ordering from more than 1 catalog, for example), demand for the item is attributed to the offer associated with the item rather than the order. Demand represents the number and dollar value of orders placed against an offer.

The system automatically overrides the offer for an item if Override Offer on Order Detail Line (D49) system control value is set to Y and the item is not sold in the offer used on the order.

If the Update Source Code from Mail History (J94) system control value is set to Y, the system updates the source code and offer on an order line based on the most recent customer mail history associated with the item on the order line. See this system control value for more information.

Offers are defined in and validated against the Offer file. See Marketing Chapter 2: Working with Offers (WOFR).

Alphanumeric, 3 positions; display-only.

Price

The per unit price of this item, after applying all discounts and repricing. This price reflects any coupon discount amount or dollar discount by offer or source if the Prorate Dollar Discounts and Coupons (D90) system control value is set to Y.

Numeric, 7 positions with a 2-place decimal; display-only.

Pricing method (Unlabeled field directly below the Price field)

The method the system used to calculate the price of an item, such as special source pricing, quantity break by item (item/offer pricing), or price codes. See the Order Pricing Window for a list of possible pricing methods.

Alphanumeric, 25 positions; display-only.

N/C (No charge)

Indicates whether the customer is charged for the item.

Valid values:

Y = The customer is not charged for the item.

blank = The customer is charged for the item.

Alphanumeric, 1 position; display-only.

Ovr (Price override reason code)

A code that represents the reason that the price of an item was changed or the customer was given the item at no charge. The system assigns a price override reason code when an free gift, promotional item, or item on telemarketing special is added to the order.

Price override codes are defined in and validated against the Price Override Reason Code file. See Chapter 3: Establishing Additional Charge Codes (WADC).

Several system control values are available for the system to assign a price override reason code for different types of price overrides; see Installation Chapter 13: Setting Up Order Entry Values.

Numeric, 1 position; display-only.

Offer price

The item price as defined for the offer. If the order was subject to VAT and tax-inclusive pricing, in which any tax is included in the Hidden tax field rather than the Tax bucket on the order, the offer price presented here is the tax-inclusive offer price.

Numeric, 7 positions with a 2-place decimal; display-only.

Pre-disc. price (Pre-discount price)

The item price before applying certain discounts. if the Prorate Dollar Discounts and Coupons (D90) system control value is set to Y, this price is not reduced by any dollar discounts by source or offer that affect the actual selling price; however, the pre-discount price might be reduced by other discounts and repricing options. See the list below for more information.

Tax status? The system does not update this field if you change the customer's tax status at any point after entering the item. If you use tax-inclusive pricing, there may be cases where the system reprices items due to changes in a customer's tax exemption status, changing the shipping address to a VAT-exempt state, etc. In these cases, the pre-discount price may not correspond to the way the way the actual price was derived.

Discount eligibility: The system uses the pre-discount price to evaluate whether the order qualifies for certain discounting methods that have a minimum dollar value, such as dollar discounts by source.

Freight methods: The dollar chart by source and offer freight methods use the selling prices on the order to determine the freight charge, while the pre-discount dollar chart by source and offer freight methods use the pre-discount price. See Freight Charges for more information.

Which discounting methods update the pre-discount price? The following discounting methods update the pre-discount price as well as the actual selling price:

• coupon promotions, set up through Working with Coupon Promotions (WCPR)

• price tables, set up through Working with Price Tables (WPTB)

• promotional pricing, setup through Work with Promotional Pricing (WPRP)

• a Discount % entered at the header in order entry

• a Discount % (Discount percentage) from the source code

• special pricing set up for a source code through the Work with Special Source Price Screen

• a discount applied through the Discount Price Window (Applying a Discount to an Item)

• an accompanying item, set up through the Work with Accompanying Item Screen

• a set component, set up through Entering Set Information (WSET)

• a quantity price break for an item or SKU offer, set up through Assigning Items/SKUs to Offers

• potentially, a loyalty membership, set up through Working with Membership Programs (WWMP), based on the setting of the Apply Loyalty at the End of Order (J35) system control value

• a price override, entered in order entry

Promotions set up through Working with Promotion Values (WPRO) do not reduce the pre-discount price.

Numeric, 7 positions with a 2-place decimal; display-only.

Duty

The amount of duty, if any, charged for the item. The system calculates duty based on the duty rates defined for the country of the ship-to address and the harmonize code defined for the item. See Chapter 14: Setting Up the Country File (WCTY).

Duty is included in the Handling bucket on screens that list order totals.

Numeric, 11 positions with a 2-place decimal; display-only.

Ship via

A code that identifies the carrier to deliver the merchandise.

Ship via codes are defined in and validated against the Ship Via file. See Fulfillment Chapter 30: Working with Ship Via Codes (WVIA).

A ship via code appears here only if the ship via for the item is different from the ship via on the order.

Numeric, 2 positions; display-only.

Extension

The total dollar amount for the item. Calculation is:

Order Quantity x Item Price = Extension

The extension is based on the item selling price, after applying all discounts and repricing.

Numeric, 11 positions with a 2-place decimal; display-only.

Discount method (Unlabeled field below the duty field)

The method, such as source code discount or order discount, that the system used to apply any discounting to the item price after applying any other pricing methods (but before applying a coupon amount or dollar discount by source or offer, if the Prorate Dollar Discounts and Coupons (D90) system control value is set to Y).

Alphanumeric, 25 positions; display-only.

Arr date (Arrival date)

The date the customer requested delivery of the item. The order date defaults in order entry.

Numeric, 6 positions (MMDDYY format); display-only.

Source

The source code assigned to the order line. A source code appears here only if:

• the Order Entry operator entered a source code at the line level, or

• the Use Source Code from Order Header When Creating Order Lines (D73) system control value is set to Y, or

• the Load Source from Mailing History (D20) system control value is set to Y and the offer entered on the detail line is not associated with the source code on the order header, and the system found an associated source code in the customer's mail history, or

• the Update Source Code from Mail History (J94) system control value is set to Y and the system found a match between the SKU/offers or item/offers for the item on the order line and the customer’s mail history.

The source code at the line level controls demand and sales information/posting for that item, whereas the source code on the order controls how items are priced and freight is calculated.

Alphanumeric, 9 positions; display-only.

Exp ship date (Expected ship date)

The date when a purchase order that can fulfill the order line is expected. See Determining the Expected Ship Date for more information on how the system determines which purchase orders can fulfill the order line.

System calculated date? The system calculates the expected ship date for backordered items that are not on any open purchase orders if the Calculate Expected Date in OE if No PO (J61) system control value is set to Y. The calculation updates the order detail record by adding the FTC -- # of Days for Items without Expected Ship Date (C71) system control value when you first add the item to the order, and again each time you run batch PO layering. See the Calculate Expected Date in OE if No PO (J61) system control value for a discussion.

If the Calculate Expected Date in OE if No PO (J61) system control value is set to N, the expected date is indicated only if:

• there are open (unreceived) purchase orders that can fulfill the order line. The system clears the expected receipt date once you receive the purchase order.

• inventory that can fulfill the order line is located in a pending putaway warehouse. The system clears the expected receipt date once you move the inventory from the pending putaway warehouse to the “final destination” warehouse. See Pending Putaway Overview.

If you receive purchase orders into suspense, run Batch Purchase Order Layering to update this field. Once you place the suspended stock, run Batch Purchase Order Layering again in order to clear this field. See Customer Service Chapter 116: Purchase Order Layering and Backorder Notifications.

Finished goods: This is the date entered on the work order header for a finished good item created through the work order process, which indicates when the finished good will be ready for sale. See Warehousing Finished Good Work Order Processing (WWOR).

Drop ships: This date is included for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is set to Y. See that system control value for more information. For drop ship sets, the date is indicated for the drop ship components only.

Order Broker: The line might also list an expected ship date if it has been assigned to the Order Broker for fulfillment. In this situation, the screen indicates a backorder status and no reserved quantity, flags the order line as a drop ship, and also lists a printed quantity as well as a backorder warehouse. See the Order Broker Integration for background.

Numeric, 6 positions; display-only.

C/G (Coordinate group)

A number assigned to two or more items to ensure that they ship together.

Numeric, 2 positions; display-only.

Freight

The charge for shipping the item. This total does not include additional freight charges, and is blank if the freight is calculated for the entire order instead of item-by-item.

The system calculates freight charges based on the freight method defined for the source code on the order.

Numeric, 7 positions with a 2-place decimal; display-only.

B/O whs (Backorder warehouse)

A code that identifies the warehouse from which a backordered item will be shipped.

Note: A backorder warehouse is identified only if there is a backordered quantity of the item or if it has been assigned to the Order Broker for fulfillment (see Order Broker Integration for more information).

Numeric, 3 positions; display-only.

G/W (Gift wrap)

A code that identifies whether the item is gift wrapped.

Valid values are:

Y = Gift wrap the item.

N (or blank) = Do not gift wrap the item.

Alphanumeric, 1 position; display-only.

S/H code (Special handling code)

A code that represents the type of special handling to be performed on the item. Special handling refers to any type of item personalization, such as monogramming, alterations, engraving, etc.

The item/SKU offer controls whether you can apply special handling to an item/SKU. See Special Handling Overview for more information.

Alphanumeric, 2 positions; display-only.

S/H charge (Special handling charge)

The charge to perform extra work on the item, such as alterations, engraving, or monogramming.

A charge defaults here if the item is set up for special handling in the item offer or SKU offer, and if a price has been defined for it. You can specify pricing for special handling at:

• the item offer or SKU offer (standard or custom special handling)

• the special handling format (custom special handling only)

Hierarchy:

1. If special handling charge breaks are set up for the special handling code, the related charge break applies, as well as any feature option charges set up for the custom special handling format.

2. If there are no charge breaks for the additional charge code, but a price is specified for the Item or SKU Offer, use that price.

3. Otherwise, if there are any feature option prices set up for the custom special handling format, apply those prices.

You can also enter a handling price here if you have the required authority and if a special handling charge break did not apply. See the Enter or Override Personalization Charge (A40) and Enter or Override S/H Price (B12) secured features, or see Special Handling Overview for a general discussion.

Unit or extended charge amount? If the Evaluate Special Handling Charges by Order Line (D67) system control value is set to Y, this screen displays the extended special handling price; otherwise, the screen displays the per-unit price.

Example: The customer orders 5 units for a total special handling charge of $50.00. If the Evaluate Special Handling Charges by Order Line (D67) system control value is:

• set to Y, the special handling charge displayed is $50.00.

• set to N, the special handling charge displayed is $10.00.

This charge is included in the Handling total on the order.

Note: A rounding discrepancy may occur when the Evaluate Special Handling Charges by Order Line (D67) system control value is set to Y and a charge break applies. See Using Special Handling Charge Breaks for a discussion.

Numeric, 7 positions with a 2-place decimal; display-only.

Future order

This code indicates that the arrival date for the item is too far in the future to reserve stock. The item is reserved whenever the current date reaches the requested arrival date minus lead days for picking and shipping.

Valid values are:

Y = This is a future order; do not reserve inventory.

N = This is not a future order and is eligible for inventory reservation.

Alphanumeric, 1 position; display-only.

Warehouse

A code for the warehouse from which the item was shipped. Until the item has shipped, this code is zero.

Numeric, 3 positions; display-only.

HDL

A code for the HDL warehouse that is part of the warehouse list associated with the SCF of the order ship to.

If more than one HDL is part of the warehouse list, the system assigns the HDL warehouse with the highest priority in the warehouse list to the order line.

An HDL warehouse represents a delivery service provider that provides “white glove” home delivery service. Instead of shipping products directly to the customer, the system sends the products to the HDL, who in turn, delivers the products to the customer. For example, you may wish to use a home delivery service for large items, such as furniture or appliances, that require someone to carry and set up the item in the customer’s home or business.

The system only assigns an HDL to an order line if the Include HDL Warehouse Value on Order Detail (J54) system control value is set to Y.

See HDL (Home Delivery Service) Processing for more information.

Numeric, 3 positions; display-only.

Cancel date

The last date when the customer will accept receipt of this item.

Items that have not shipped by the cancel date are included in the Order Cancellation List by Item; however, they are not canceled automatically. This gives you the opportunity to contact the customer and extend the delivery time.

Numeric, 6 positions (MMDDYY format); display-only.

Affect inv (Affect inventory)

This code controls whether the system reserves the item and reduces inventory after a shipment.

Valid conditions are:

Y = Reserve the item and reduce inventory.

N = Do not affect inventory.

Alphanumeric, 1 position, display-only.

Drop ship

A code that identifies the item as one that you do not typically stock in inventory, and which you must order from your vendor, who then ships the item(s) directly to the customer.

An item is defined as a drop ship item in the Item file or SKU file, or can be identified as a drop ship item in order entry or order maintenance.

Valid values are:

D = Drop ship item.

blank = Regular item.

Order Broker: The line might is also flagged as a drop ship if it has been assigned to the Order Broker for fulfillment. In this situation, the screen indicates a backorder status and no reserved quantity, might list an expected ship date, and also lists a printed quantity as well as a backorder warehouse. See the Order Broker Integration for background.

Alphanumeric, 1 position; display-only.

Priority

A number that controls the priority of order fulfillment on a backordered item. Priority codes range from 0-9, where:

0 = lowest priority

9 = highest priority

A value defaults to this field if a priority was entered or defaulted into the Priority on the order header; and this field, in turn, defaults from the B/O priority (Backorder priority) field for the source code.

Numeric, 1 position; display-only.

Bypass rsv (Bypass reservation)

This value controls whether the system reserves this item during Order Entry. Items that bypass immediate reservation must be reserved using Interactive Reservation. See Fulfillment Chapter 3: Working with Interactive Reservation (MIRV).

You can flag a customer or customer class to bypass reservation.

Valid values are:

Y = Bypass immediate reservation.

N (or blank) = Do not bypass immediate reservation.

Alphanumeric, 1 position; display-only.

Page letter

A code that indicates the item was ordered by page/letter rather than item number. The page letter code consists of the page of the catalog where the item appears and its position on the page. Page/letter entry format is possible only if you have selected this format for Order Entry. The page/letter assignment is defined in the Item/Offer file. See Merchandising Chapter 24: Performing Initial Item Entry (MITM).

Example: Item C100 appears on page 52 of the winter preview catalog. It is the first item on the page. If using page/letter entry, you can select it as item W52A in Order Entry; however, the item appears as C100 on the order and prints as C100 on the pick slip.

Alphanumeric, 6 positions; display-only.

Cost override

The override to the item's cost, from order entry or order maintenance. You can override the cost of an item to manage the gross profit margin calculation. Gross profit margin is that amount of the price that exceeds your cost for the item.

A common application of cost override in order entry is when you receive cost information from a drop ship vendor, and you calculate a gross profit margin based on the vendor's statement of cost; the new cost information appears in this field.

Numeric, 11 positions with a 4-place decimal; display-only.

G/W $ (Gift wrap price)

The dollar amount charged for gift wrapping an item, as defined in the Item/Offer or SKU/Offer record.

Numeric, 7 positions with a 2-place decimal; display-only.

Add'l frt (Additional freight)

The dollar amount of additional freight charges, as defined for the shipper. An example is for overnight delivery. If there is a C.O.D. charge on the order, it appears in this field as well.

Numeric, 7 positions with a 2-place decimal; display-only.

Tax

Sales tax charged for the item, as calculated by the system. This is the extended tax amount; that is, the total tax for the entire quantity.

The total in the Tax bucket on the order may not equal the totals for each item if, for example the order is subject to tax on handling and/or freight, or due to rounding up or down to the nearest penny.

On orders subject to VAT and tax-inclusive pricing, any tax appears in the Hidden tax field. This amount is not included in the Tax bucket on the order totals.

Numeric, 7 positions with a 5-place decimal; display-only.

Hidden tax

The amount of any hidden tax attributed to the item. This field appears only if the Tax Included in Price (E70) system control value is set to Y, and a hidden tax amount appears only for orders and items subject to VAT and tax-inclusive pricing.

On orders using tax-inclusive pricing, you charge a different, higher price for an item than an orders subject to conventional tax. Also, any tax amount is not calculated in the standard way and included in the Tax bucket on the order; instead, a hidden tax amount is calculated based on the information you have defined for the customer's country or the item itself, and this amount is “hidden” on the order detail line; this tax is not visible to the customer. Unlike the item tax in the Tax field, described above, the hidden tax is a unit amount, not an extended amount; you must multiply the hidden tax amount by the item quantity to arrive at the extended hidden tax amount for the order line.

In tracking sales figures, such as in the Order Billing History file and on marketing reports, the system subtracts the hidden tax amount from the item price to determine sales dollars. For example, if the customer pays $10.00 for an item, but the hidden tax amount is $1.50, the system posts the sale as $8.50.

It is possible for the hidden tax for an item to exceed the price you charge the customer if you have defined hidden tax for the item as an amount rather than a percentage of the item price, and you sell the item at a considerable discount or as a free gift.

An item may be exempt from tax, hidden tax, or both based on exemptions defined for the order, customer, state, or item. See Chapter 32: Working with Customer Tax Status for more information on tax exemptions. See Chapter 15: Setting Up the Postal Code File (WZIP) for more information on how the system determines how to apply tax or hidden tax to an order.

Numeric, 7 positions with a 2-place decimal; display-only.

Quantity

A series of item status fields updated by the system. Valid values are:

Reserved

The number of units for which stock has been reserved, and the date when the units were reserved. This number is reduced when items are canceled, confirmed, or unreserved using Interactive Reservation.

Printed

The number of units for which pick slips have been printed, and the date when the pick slips were printed. This number is reduced if the pick ticket is voided or when shipment of the item is confirmed. A printed quantity is also listed for lines assigned to the Order Broker for fulfillment; see the Order Broker Integration for more information.

Shipped

The number of units that have shipped.

Returned

The number of units that the customer has returned.

Canceled

The number of units that have been canceled.

Sold Out

The number of units that are sold out and are no longer available to ship.

Number: numeric, 5 positions, display-only.

Date: Numeric, 6 positions (MMDDYY format); display-only.

Field

Description

Certif# (Gift certificate number)

A number the system assigns to each gift certificate you sell.

The Create Random Gift Certificate/Coupon Numbers (H09) system control value controls whether the system assigns these numbers in sequential, or “random” (non-sequential) order.

Numeric, 7 positions; display-only.

Amount

The dollar value of the gift certificate.

The setting of the Gift Certificate Pricing Method (I54) system control value determines whether the gift certificate amount is based on the purchased order price or offer price.

Numeric, 7 positions with a 2-place decimal; display-only.

Date printed

The date the gift certificate was processed.

Numeric, 6 positions (MMDDYY format); display-only.

Date reprinted

The date the gift certificate was reprinted.

Numeric, 6 positions (MMDDYY format); display-only.

Field

Description

Special handling

A code that represents the type of special handling that applies to an item. Special handling refers to any type of item personalization, such as monogramming, alterations, engraving, etc.

The item/SKU offer controls whether the item is eligible for special handling. See Special Handling Overview for more information.

The information is validated against the Additional Charges Code file. See Chapter 3: Establishing Additional Charge Codes (WADC).

Numeric, 2 positions; display-only.

Charge

The charge for special handling of an item. See Special Handling Overview for more information.

Numeric, 7 positions with a 2-place decimal; display-only.

Handling information

Free-form instructions about how to customize the item.

This field might be blank if, for example, you use the special handling format only to add a charge to the Handling bucket on the order. The Suppress S/H window field for the additional charge code allows you to suppress the automatic display of the special handling screen in order entry if you use a special handling code for this purpose.

Alphanumeric, 30 positions each line; display-only.

Field

Description

Special format

A code that represents the type of special handling that applies to an item. Special handling refers to any type of item personalization, such as monogramming, alterations and emblems. Special handling codes are defined in and validated against the Additional Charge Code file. See Special Handling Overview for more information.

Numeric, 2 positions; display-only.

Charge

The charge associated with the special handling applied to this item. See Special Handling Overview for more information.

Numeric, 7 positions with a 2-place decimal; display-only.

Label

A special handling option defined for this custom special handling format.

Alphanumeric, 15 positions; display-only.

Input

The response defined for each special handling option available in the custom special handling format.

These fields might be blank if, for example, you use the special handling format only to add a charge to the Handling bucket on the order. The Suppress S/H window field for the additional charge code allows you to suppress the automatic display of the special handling screen in order entry if you use a special handling code for this purpose.

Alphanumeric, 45 positions; display-only.

Charge (Optional charge)

The charge associated with a feature option in the custom special handling format. This charge is added to the Handling bucket of the order totals.

Numeric, 7 positions with a 2-place decimal; display-only.

Field

Description

Order line

This field includes the customer number, ship-to number, and the order detail line number, each separated by a hyphen (-).

Numeric, 3 positions; display-only.

Qty ordered (Quantity ordered)

The total number of units ordered of the item.

Numeric, 5 positions; display-only.

Qty reserved (Quantity reserved)

The total number of units the system has reserved for this item. Reservation may occur immediately at Order Entry or in batch mode at designated intervals.

When reviewing item reservation fields, you may need to be aware that these conditions may prevent or delay reservation:

• Arrival date, when compared to today's date, is greater than the number of days specified in the Reservation Lead Days (B27) system control value.

• The item has been assigned a zone reservation code. Zone reservation coded items are not reserved in order entry; instead they are given a backorder status of Z and are reserved during pick generation.

• Bypass res (Bypass reservation) field in the Customer file is set to Y.

• Quantity ordered is greater than the quantity available to sell.

• Quantity ordered is greater than the Reserve quantity maximum value in the Item file

• Reservation freeze field in the item/SKU warehouse record is set to Y.

Numeric, 5 positions; display-only.

Cmp (Company)

The code for the company from which the item was reserved.

Numeric, 3 positions; display-only.

Whs (Warehouse)

A code for the warehouse where the item was reserved.

Alphanumeric, 3 positions; display-only.

Reserved

The quantity reserved of the item.

Numeric, 5 positions; display-only.

Printed

The number of units printed on a pick slip.

Numeric, 5 positions; display-only.

Remaining (Quantity remaining)

The difference between the quantity reserved and the quantity printed.

Numeric, 5 positions; display-only.

Date

The date the item was reserved.

Numeric, 6 positions (MMDDYY format); display-only.

Time

The time the item was reserved.

Numeric, 6 positions (HHMMSS format); display-only.

Field

Description

Zone start date

The shipping start date for the zone date window; the date you intend to begin shipping this item to the geographic zone where the ship-to address on this order is located.

Numeric, 6 positions, MM/DD/YY format; display-only.

Zone end date

The shipping end date for the zone window; the last day you specify for shipping this item to this ship-to address.

Numeric, 6 positions, MM/DD/YY format; display-only.

Arrival date

The date this item is scheduled to be shipped to the customer. This date is:

• the zone start date if the item was ordered prior to the zone season start date.

• the order date if the item was ordered between the zone season start date and zone end date, provided that:

• if you use Standard Zone Reservation Rules, the item was available or you took the order before the zone’s deferred cutoff date

• if you use Alternate Zone Reservation Rules, the item was available or had an open PO quantity

• otherwise, this date is the next season's zone start date from the zone reservation dates.

See Shipping Zone Reservation Overview for a complete discussion.

You can use an order line's Arrival date as a selection criterion in pick slip generation. For zone reservation coded inventory such as plant stock, this selection insures that the item will ship at a date suitable for planting at its destination. See Fulfillment Chapter 5: Working with Pick Slip Generation (WPSG).

Alphanumeric, 6 positions, MM/DD/YY format; display-only.

Priority

This value determines the sequence in which orders receive inventory in the Evaluate Backorders program and the Batch Reservation program. Zone reservation orders are reserved in one of these two programs.

Valid values are numbers in the range 0 - 9, where:

0 = Lowest priority

9 = Highest priority

If you have entered an override to the default Arrival date in order entry (other than the date of the order), the order Priority is 9 (Highest priority). Overriding the Arrival date for zone reservation orders insures that these orders are fulfilled before lower priority orders.

You can use an order's Priority as a selection criterion in pick slip generation. See Fulfillment Chapter 5: Working with Pick Slip Generation (WPSG).

Numeric, 1 position; display-only.

Season

A code identifying the season to which the date window applies.

Alphanumeric, 3 positions; optional.

Geo. zone (Geographic zone)

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

The country is divided into geographic zones which relate to relative weather conditions. Each of these zones have a different date window during which this item can be shipped.

See Fulfillment Chapter 54: Creating and Maintaining Geographic Zones (WGZN).

Alphanumeric, 3 positions; optional.

Field

Description

Message

Fields for you to enter message text for this item. These messages are attached to the current item only, and do not update the Customer record in any way.

You control where each line of the message prints with the Print field; each line is treated as a separate message by the system.

Press F4in a blank Message field to advance to the Select Default Message Text Screen, where you can review and select a default message to default message text and its associated print code to the Message field and Print field.

The following error message indicates if you press F4 in a Message field that already contains a message: Message must be cleared before the new text can be defaulted.

Default messages are defined in and validated against the Default Message file.

Alphanumeric, 60 positions each line; optional.

P (Print)

A code that identifies whether, and where, the message prints:

P = Print the message on the pick slip.

I = Print the message on the invoice.

B = Print the message on the pick slip and invoice.

blank = Do not print the message on the pick slip or the invoice.

Note: When you select a default message for the Message field, its associated print code defaults to the Print field.

Alphanumeric, 1 position; required for each line.

User

The code for the operator who entered the message. The user is E-COMM for orders you receive through the e-commerce interface or through the Inbound Order Message.

Alphanumeric, 10 positions, display-only.

Date

The date when the message was entered.

Numeric, 6 positions (MMDDYY format); display-only.

Field

Description

Whse (Warehouse)

A code representing a warehouse containing the item.

Numeric, 3 positions; display-only.

Description

The description of the warehouse.

Alphanumeric, 30 positions; display-only.

Total avail (Total availability)

The quantity of the item available to sell.

When using Immediate Reservation, the system limits the quantity available to the quantity of the item that is available to sell in the eligible warehouse(s) in order to represent the true availability of the item based on where the item may actually ship.

See Item Availability Calculation to review the calculation the system uses to determine item availability.

Numeric, 7 positions; display-only.

Avail (Available)

The quantity of the item available in the designated warehouse.

Numeric, 7 positions; display-only.

B/O (Backorder)

The number of units that customers have ordered that are not available to be shipped.

Numeric, 7 positions; display-only.

Open PO (Open purchase orders)

The quantity of the item due for receipt on open purchase orders in the designated warehouse.

Numeric, 7 positions; display-only.

Field

Description

Price method

The method the system used to calculate the price of an item, but before applying an order-level discount, such as a source code discount percentage. Valid values are:

1 = Coupon item price

2 = Customer discount%

3 = Contract price

4 = Special source price

5 = Column price

6 = Quantity break price (includes offer price)

7 = Offer price

A = Repriced-prorated discount (includes offer or tiered promotion)

C = Item cost

D = Regular plus reprice

E = Price codes

F = Line level promo

G = Buy One Get One (BOGO promotion)

I = Repriced (quantity break by item)

K = Price Table Default

L = Price Table Level Ovr

N = No charge/cost tracking (source code definition)

O = No charge/no cost tracking (source code definition)

P = Regular hierarchy

Q = Repriced (quantity break by offer)

R = Price override (includes entering as no charge in Order Entry)

T = Price Table Premium

U = Upsell Item

V = Volume discount

Y = Price Table

Z = Item Cat/Class Promotion

Alphanumeric, 1 position; display-only, assigned by the system.

No charge

This value indicates if you entered Y the No charge field in Order Entry. Valid value:

Y = Item price was overridden to no charge in Order Entry.

Alphanumeric, 1 position; display-only, assigned by the system.

Add'l chg code (Additional charge code)

A code for the additional charge added to the item. Additional charges may be added because of the source code, the offer, special handling of an item, or for shipping a special item.

Additional charges are defined in and validated against the Additional Charges file. See Chapter 3: Establishing Additional Charge Codes (WADC).

Alphanumeric, 1 position; display-only.

Original price

The offer price of the item before any discount is applied.

Numeric, 7 positions with a 2-place decimal; display-only.

Price

The price the customer is charged for a single unit of the item. This price differs from the original price if any discount or repricing applied.

Numeric, 7 positions with a 2-place decimal; display-only.

Discount

The amount of the discount applied to the item. This field is not currently implemented.

Numeric, 5 positions with a 2-place decimal; display-only.

Disc applied?

This code identifies whether a discount was applied to the order.

Valid values are:

A = A discount percentage was entered on the order header screen, or a discount percentage was defined for the customer.

B = A discount percentage was defined for the source code.

Alphanumeric, 1 position; display-only.

Freight charge

The freight override, if any, entered for this item on the order.

Numeric, 7 positions with a 2-place decimal; display-only.

Spec handling (Special handling)

The special handling charge, if any, for the item.

Numeric, 7 positions with a 2-place decimal; display-only.

Tax

The tax amount that applies to the item. See Tax.

Numeric, 7 positions with a 2-place decimal; display-only.

GST (Goods and Services Tax)

The Canadian goods and services tax (GST) that applies to items shipping to Canada. If GST applies, the tax includes this amount.

Numeric, 7 positions with a 2-place decimal; display-only.

PST (Provincial Services Tax)

The Provincial Services tax (PST) that applies to items shipping to Canada. If PST applies, the tax includes this amount.

Numeric, 7 positions with a 2-place decimal; display-only.

Hidden tax

The amount of hidden tax for the each unit of the item.

Numeric, 7 positions with a 2-place decimal; display-only.

Extension

The extended price of the item, calculated as:

Item Price x Order quantity = Extended Price

An extended price does not appear for canceled items.

Numeric, 11 positions with a 2-place decimal; display-only.

Field

Description

Affect Inv (Affect inventory)

A value that determines whether the system reduces inventory when you sell the item.

Values are:

Y = Reduce inventory.

N = Do not affect inventory.

Alphanumeric, 1 position; display-only.

Bypass res (Bypass reservation)

A value that determines whether the item bypasses immediate reservation, which means that the item is not reserved during Order Entry and you must manually reserve the item.

Values are:

Y = Bypass immediate reservation.

N = Do not bypass reservation.

Alphanumeric, 1 position; display-only.

Canceled

The quantity of the item that has been canceled.

Numeric, 5 positions; display-only.

Ordered

The quantity of this item originally ordered.

Numeric, 5 positions; display-only.

Printed

The quantity of this item printed on a pick slip or assigned to the Order Broker for fulfillment. This quantity is reduced when shipment is confirmed.

See the Order Broker Integration for background on the Order Broker.

Numeric, 5 positions; display-only.

Reserved

The quantity of this item currently reserved. The reserved quantity is zero for order lines assigned to the Order Broker.

Numeric, 5 positions; display-only.

Shipped

The quantity of this item shipped.

If you receive purchase orders into suspense, you must run batch purchase order layering from the Batch Purchase Order Layering Screen (BPOL) in order to update this field.

Numeric, 5 positions; display-only.

Sold out

The quantity of this item sold out.

Numeric, 5 positions; display-only.

Returned

The quantity of this item that the customer has returned.

Numeric, 5 positions; display-only.

Confirmed

The quantity of this item confirmed for shipment.

Numeric, 5 positions; display-only.

Field

Description

Arrival date

The date the customer wants to receive the item.

Numeric, 6 positions; display-only.

Cancel date

The date the customer wants to cancel the item if it has not been received.

Numeric, 6 positions; display-only.

Date printed

The date the last pick slip was printed for this item. There is no printed date indicated for order lines assigned to the Order Broker for fulfillment. See the Order Broker Integration for background.

Numeric, 6 positions; display-only.

Date reserved

The date that inventory was reserved for the item. There is no reserved date indicated for order lines assigned to the Order Broker for fulfillment. See the Order Broker Integration for background.

Numeric, 6 positions; display-only.

Exp (Expected receipt date)

The date when a purchase order that can fulfill the order line is expected. See Determining the Expected Ship Date for more information on how the system determines which purchase orders can fulfill the order line.

System calculated date? The system calculates the expected ship date for backordered items that are not on any open purchase orders if the Calculate Expected Date in OE if No PO (J61) system control value is set to Y. The calculation updates the order detail record by adding the FTC -- # of Days for Items without Expected Ship Date (C71) system control value when you first add the item to the order, and again each time you run batch PO layering. See the Calculate Expected Date in OE if No PO (J61) system control value for a discussion.

If the Calculate Expected Date in OE if No PO (J61) system control value is set to N, the expected date is indicated only if:

• there are open (unreceived) purchase orders that can fulfill the order line. The system clears the expected receipt date once you receive the purchase order.

• inventory that can fulfill the order line is located in a pending putaway warehouse. The system clears the expected receipt date once you move the inventory from the pending putaway warehouse to the “final destination” warehouse. See Pending Putaway Overview.

If you receive purchase orders into suspense, run Batch Purchase Order Layering to update this field. Once you place the suspended stock, run Batch Purchase Order Layering again in order to clear this field. See Customer Service Chapter 116: Purchase Order Layering and Backorder Notifications.

Finished goods: This is the date entered on the work order header for a finished good item created through the work order process, which indicates when the finished good will be ready for sale. See Warehousing Finished Good Work Order Processing (WWOR).

Drop ships: This date is included for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is set to Y. See that system control value for more information. For drop ship sets, the date is listed for the drop ship components only.

Order Broker: The line might have an expected ship date if it has been assigned to the Order Broker for fulfillment. See the Order Broker Integration for background.

Numeric, 6 positions; display-only.

Next BO date (Next backorder date)

The most recent date the system generated a backorder notice. A backorder notice is sent to the customer regarding a shipment delay on an item.

Numeric, 6 positions; display-only.

Entered date

The date the item was ordered.

Numeric, 6 positions; display-only.

Entered time

The time that the item was ordered.

Numeric, 6 positions (HHMMSS format); display-only.

Field

Description

Item

The item whose product information you are reviewing.

Alphanumeric, 12 positions; display-only.

SKU

The SKU whose product information you are reviewing. Included only for SKU’d items.

Alphanumeric, one 14 position field (full SKU) or three 4-position fields (split SKU); display-only.

Template

A code that identifies the type of item information currently displaying on the screen. Order inquiry screens display the item information entered for Customer Service.

Five types (templates) of item information can be defined for each item:

CS (Customer service)

PC (Product comments)

PO (Purchasing)

QC (Quality control)

RP (Reporting)

Alphanumeric, 2 positions; display-only.

Description

The description of the template.

Alphanumeric, 20 positions each line; display-only.

Headings (Fields on the left side of the screen)

Various categories of item information, such as installation, care and warranty.

The headings are defined in the Item Class file, which also defines the number of item information lines available for each heading. For example, these headings are used for miniblinds, which belong to the item class called window treatments:

• Installation: 4 lines are available for item information

• Care: 2 lines are available for item information

• Warranty: 2 lines are available for item information

Alphanumeric, 20 positions; display-only.

Item Information

Item information related to the heading on the left side of the screen. You can enter item information in Work with Item/SKUs.

Alphanumeric, 50 positions each line, display-only.

Fields

Description

Item

The item you are reviewing or adding to the order. This is the actual item code, even if you ordered by alias.

Alphanumeric, 12 positions; display-only.

Item description (Unlabeled field to the right of the item code)

The first 30 positions of the description of the item.

Alphanumeric, 30 positions; display-only.

SKU code

The item's unique characteristics, such as its color or size. Included only if the displayed item comments are associated with the SKU itself rather than the base item.

Alphanumeric, one 14-position field (full SKU) or three 4-position fields; display-only.

SKU description (Unlabeled field to the right of the SKU)

The first 30 positions of the description of the SKU.

Alphanumeric, 30 positions; display-only.

Comments

The comments associated with the item or SKU. If there are any comments associated with the SKU ordered, these comments display; otherwise, any comments entered for the base item display. Only item comments flagged with a W (for window) display.

The window displays up to 10 lines, and a plus sign (+) indicates that there are additional lines. To review additional comment lines, press Page Down.

Alphanumeric, 50 positions each line; display-only.

Field

Description

All fields on this screen are display-only.

Order #

The order number and ship-to number.

Order number: numeric, 8 positions.

Ship-to number: numeric, 3 positions.

Line #

The line number on the order. Up to 999 detail lines may be entered on an order.

Numeric, 3 positions.

PO #

The purchase order number assigned by the system when you process drop ship purchase orders. The system automatically assigns a purchase order number to drop ship purchase orders regardless of the setting of system control value System Assigned PO # (B76).

Numeric, 7 positions.

Line #

The purchaser order detail line number. There can be up to 999 detail lines on a purchase order.

Numeric, 3 positions.

Item

The item code and SKU code, if any.

Item code: alphanumeric, 12 positions.

SKU code: alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU).

Description

The item description. The SKU description does not display.

Alphanumeric, 30 positions.

Orig exp ship date

(Original expected ship date)

The original due date on the purchase order.

The original expected ship date is calculated by adding the Lead days for the vendor item and the Drop Ship Lead Days (H36) to the order date; however, if the Arrival date on the order is later than this date, the Arrival date is used as the Original expected ship date.

A drop ship purchase order is not eligible for creation through the Selecting Vendors for Drop Ship Processing (MDSP) menu option until the current date plus the number of Lead days in the vendor item file equals or exceeds its due date.

Numeric, 6 positions, MM/DD/YY format.

Revised exp ship date

The most recent date, if any, sent by the vendor indicating when the merchandise will ship. If the vendor has not revised the Original expected ship date, the Revised expected ship date field is blank.

If a vendor revises the expected ship date, the system adds a message to the Additional info and Message fields; if the vendor has not entered a reason message when revising the ship date, the screen displays a message such as the following:

Expected Ship Date Changed to XX/XX/XXXX

If the vendor subsequently removes the revised expected ship date from the PO line, the revised expected ship date is removed, and a message is added to the Additional Info and Message fields; if the vendor has not entered a reason message, the screen displays:

Revised ship date removed by vendor

Note: Entering a message is required for an expected ship date change in Locate’s Vendor Portal.

Note: The revised expected ship date on a drop ship purchase order does not update the expected ship date on the order detail line. As a result, the expected ship date shown on the Display Order Detail Screen (Reviewing Order Line Detail) may differ from the revised expected ship date displayed in this field. The Expected ship date on the order detail line is updated by backorder card processing only. See Customer Service Chapter 116: Purchase Order Layering and Backorder Notifications.

Numeric, 6 positions, MM/DD/YY format.

Drop ship status

The current status of the drop ship purchase order detail line.

Valid statuses are:

• Blank: the drop ship purchase order is not flagged to be processed by CWCollaborate. The integration with Locate’s Supplier Direct Fulfillment module does not use a blank status.

• Sent: the drop ship purchase order has been created in CWDirect and sent to CWCollaborate or Locate, but the integrating system has not yet acknowledged the purchase order. A purchase order line fulfilled through the Supplier Direct Fulfillment module might also be in this status if you have sent a cost change to Locate.

• Open: the drop ship purchase order line has been created and sent to CWCollaborate or Locate but not yet selected by the vendor for fulfillment. A purchase order line fulfilled through the Locate module might also be in this status if there have been updates to the purchase order, such as if the vendor has held and then released the line.

• In Process: the drop ship purchase order line has been selected (pulled or printed) by the vendor for fulfillment

• Held: the drop ship purchase order line has been held by the vendor.

• Cancelled: the drop ship purchase order line has been cancelled.

• Shipped: the drop ship purchase order line has been shipped by the vendor, closing the purchase order line and order line.

• RA Sent: a return authorization has been created for the purchase order line and sent to CWCollaborate. Returns are not implemented through Locate’s Supplier Direct Fulfillment module.

• RA Cancelled: the RA has been cancelled. Returns are not implemented through Locate’s Supplier Direct Fulfillment module.

• Returned: the drop ship purchase order returned merchandise has been received and posted by the vendor. When the vendor posts a return, the return is received and credited (if not already credited) in CWDirect. Returns are not implemented through Locate’s Supplier Direct Fulfillment module.

• Invoiced: the vendor has submitted an invoice for the shipment.

Not changed when you send PO cost change or address change information to CWCollaborate, or when you send address change information to Locate’s Supplier Direct Fulfillment module.

Alphanumeric, 10 positions.

Additional info

The most recent text message sent from the vendor regarding the drop ship purchase order line. The vendor types this message on a CWCollaborate screen or in Locate’s Vendor Portal.

Note: If a vendor updates the expected delivery date in CWCollaborate, but does not enter a reason description, no message displays in this field, and any previous message is deleted. The message entry is required in Locate’s Vendor Portal.

Alphanumeric, 50 positions.

Date

The date the transaction was sent either from CWCollaborate or Locate to CWDirect, or from CWDirect to CWCollaborate or Locate.

Numeric, 6 positions, MM/DD/YY format.

Time

The time the transaction was sent either from CWCollaborate or Locate to CWDirect, or from CWDirect to CWCollaborate or Locate.

Numeric, 6 positions, HH:MM:SS format.

Sts (Status)

The status of the transaction when it was performed. This status is identical to the Drop ship status of the transaction when it was performed except in the case of PO cost updates or PO address changes, in which case the status is listed as:

Change: for PO address changes sent to CWCollaborate or Locate.

Cost Chg: for PO cost changes sent to CWCollaborate or Locate. This status and accompanying message displays only when you access this screen from PO Inquiry (MPOI).

Alphanumeric, 10 positions.

Description

The description of the transaction. System-generated descriptions are:

• Drop Ship PO created

• PO available to vendor

• Vendor selected PO for processing

• Expected Ship Date Changed to XX/XX/XXXX (CWCollaborate only; Locate’s Vendor Portal requires a reason description for a due date change, and that reason description is displayed)

• Vendor released PO

• Revised ship date removed by vendor (CWCollaborate only; Locate’s Vendor Portal does not support removing a revised due date without specifying another due date)

• Cancel request sent

• Cancel request confirmed

• Cancel request rejected

• Address change sent to vendor

• Cost change sent to vendor (displays only in PO Inquiry)

• Drop Ship PO confirmed on XX/XX/XX (date when the update was received in CWDirect; not necessarily the shipment date indicated by the vendor)

• RA xxxxxxxx-xxx-xxx sent to vendor (CWCollaborate only; Locate’s Vendor Portal does not support returns)

• RA xxxxxxxx-xxx-xxx cancelled (CWCollaborate only; Locate’s Vendor Portal does not support returns)

• Item returned Quantity xxxxx RA xxxxxxxx-xxx-xxx (CWCollaborate only; Locate’s Vendor Portal does not support returns)

• AP Invoice xxxxxxxxxxxx/Line 0000x Received (displays only in PO Inquiry; the line number indicated is for the merchandise, rather than any freight, handling, or other charges)

Vendor messages? In addition to system-generated messages, this field displays messages the vendor enters when updating the status of an order line in CWCollaborate or Locate’s Vendor Portal:

• CWCollaborate : The vendor is required to enter a reason message when putting a line on hold and may, optionally, enter a reason message when releasing a line from hold, or revising the expected delivery date. The screen displays these vendor-entered messages instead of system-generated messages.

• Locate ’s Supplier Direct Fulfillment module: The vendor is required to enter a reason message when putting an item on hold or revising the expected delivery date. The vendor can also enter a reason when releasing a line from hold, or independently of any of these changes. The screen displays the reason entered by the vendor for these activities.

No history? No history message is recorded when the vendor accepts or declines an address change, or enters a reason description in Locate without making any additional changes to the purchase order line.

Note: You can confirm shipment of a CWCollaborate or Locate drop ship purchase order through the Receiving Purchase Orders (PORC) menu option; however, MICROS does not recommend that you do so. Receiving the drop ship purchase order this way updates the status of the purchase order in CWDirect to X (Closed) but does not affect the status of the purchase order in CWCollaborate or Locate, and subsequent vendor actions for the purchase order are not recorded in CWDirect.

Alphanumeric, 33 positions.

Field

Description

Enter cancel reason

The reason for canceling the drop ship purchase order.

Cancel reason codes are defined in and validated against the Cancel Reason file. See Customer Service Chapter 5: Establishing Cancel Reason Codes (WCNR).

The cancel reason code is saved in the P/O Detail Drop Ship Order file (PODTDS); if the cancellation is confirmed by the vendor, the system uses this reason code on the order detail line and the drop ship purchase order.

Numeric, 2 positions; required.