Chapter 75: Reviewing Order Activity
Purpose: Use order activity inquiry to obtain an overview of order processing activity, including backorders, picking and shipping.
In this chapter:
• Displaying Open Orders by Item (DOOI)
• Open Orders by Item Screen (Selecting an Item for Review)
• Display Open Orders by Item Screen
• Display Open Purchase Orders Screen
• Display Held Order Summary (DHOS)
Displaying Open Orders by Item (DOOI)
Purpose: Use this on-line inquiry to identify orders that contain a specific item and to evaluate item statistics such as quantities ordered and reserved for that item.
You can also use this option to advance to Order Inquiry for a specific order, or to find out about pending purchase orders for a backordered item.
Open Orders by Item Screen (Selecting an Item for Review)
Use this screen to select the item you would like to research for open orders or purchase order information.
How to display this screen: Enter DOOI in the Fast path field or select this option from a menu.
CSR0542 ENTER 8/10/95 16:11:07 Open Orders by Item Mail Order Company
Item . B5000 BLK 10
F3=Exit F12=Cancel |
Note: You must enter complete and accurate information in both the Item and the SKU fields if applicable.
Field |
Description |
Item |
A code that represents a unit of inventory. Alphanumeric, 12 positions; required. |
SKU (Stock keeping unit; an unlabeled field to the right of the item number) |
The style of the item, such as its color and size. Alphanumeric, three 4-position fields (split SKU) or one 12-position field (full SKU); required for any item with a SKU. |
Display Open Orders by Item Screen
Use this screen to evaluate open orders for a specific item by quantity, age, and reason for backorder. You can also advance from this screen to Order Inquiry for a specific order or display open purchase orders for the item.
How to display this screen: Enter a complete item code and SKU, if any, at the Display Open Orders by Item Screen.
FLR0130 DISPLAY Display Open Orders by Item 1/17/03 17:03:31 Sarah`s Mail Order Open lines Item #: PO123 GEL PEN
Select items, then select an action. 5=Display Days ---- Quantity ----- Rsn Opt Order # St# Ln# Old Order Rsrvd Ship Cde Description 1011 1 2 1 10 10 0 1012 1 2 1 1 1 0 1014 1 2 1 4 0 0 U Interactive unreserve
F3=Exit F7=Display Open PO's F8=Toggle Open/Held F12=Cancel |
Field |
Description |
Description (Unlabeled field to the right of the SKU field) |
Text that describes the item. Alphanumeric, 40 positions; display-only |
Order # |
A unique number that the system assigns each order. Numeric, 7 positions; display-only. |
St # (Ship To Number) |
The number of the shipping address for the order. The system assigns a ship to suffix for each shipping address on an order. Numeric, 3 positions; display-only. |
Ln # (Line number) |
The item's order detail line number. Numeric, 3 positions; display-only. |
Days old |
The age of the order in days. Numeric, 5 positions; display-only |
Quantity |
Three status fields for the order detail line. These fields are: Ordered The quantity of the item on the order line. Numeric, 7 positions; display-only. Reserved The total reserved quantity of the item on the order line. Numeric, 7 positions; display-only. Shipped The total quantity of the item on the order line that has shipped to date. Numeric, 7 positions; display-only. |
Rsn cde (Reason code) |
A code that represents the reason the item is on backorder. Valid values are: blank = Order detail line is not backordered. D = Item is a drop ship item that is not kept in your inventory, and will be sent to the customer directly from your vendor. F = Item is a future order, as determined by the order's arrival date. The system will not “tie-up” inventory that can be matched to current orders if the order will not ship for a period of time. The system uses the following calculation to identify future orders: Arrival date - Reservation lead days = Date The system will not reserve inventory if the system-calculated date is greater than today's date. Normally, the Evaluate Future Orders program runs each evening during a periodic process to evaluate each order detail line identified as a “future” order. The system reruns the arrival date calculation and reserves inventory if the system-calculated date is less than or equal to today's date. R = Item/Warehouse reservation freeze; the location from which the item will be picked is undergoing a physical inventory; no pick slips will be printed for this location until the location is counted and unfrozen. |
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I = No Item/Warehouse record or no allocate; you have not defined a warehouse for this item or the warehouse you have assigned to this item is a non-allocatable warehouse. W = No warehouse specified; you have not identified the warehouse from which you want to reserve the inventory. N = Non-allocatable warehouse; inventory cannot be shipped from this warehouse. O = Not enough inventory available in the warehouse to fulfill the entire order quantity. S = Not selected batch reservation; you are using Batch Reservation (as opposed to Immediate Reservation, which reserves inventory during Order Entry) and you have not run the Batch Reservation program. |
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B = Reservation bypassed; the customer is excluded from normal reservations (Immediate or Batch Reservation) based on the setting of the Hold/Bypass/Fraud field. You must reserve inventory on a selective basis, using the Interactive Reservation program to reserve or unreserve inventory. Typically, customers who buy in large quantities are set up to bypass reservation so that they do not deplete your available stock when they place their orders. L = SKU Reserve limit exceeded. The customer has ordered a quantity equal to or greater than the item’s Reserve quantity. Any order quantity above this value will not be reserved by the Immediate or Batch Reservation program and must be reserved selectively through the Interactive Reservation program. You may define a Reserve quantity limit for items that you carry in limited quantities or for items that are in great demand. U = Interactive unreserve; an order detail line can be unreserved when you upload an inventory transaction through the Generic Inventory Transaction Upload, or through Reprinting and Voiding Pick Slips (WVRP). Alphanumeric, 1 position; display-only. |
Description |
Text that explains the meaning of the backorder reason code. Alphanumeric, 25 positions; display-only |
Screen Option |
Procedure |
Display an order |
Enter 5 next to an order to advance to Order Inquiry Header Screen or the Order Inquiry Detail Screen, depending on the setting of the Default Version for Order Entry (A71) system control value. |
Display open purchase orders for an item |
Press F7 to advance to the Display Open Purchase Orders Screen. |
Display Open Purchase Orders Screen
Use this screen to obtain information about the unreceived or partially received purchase orders for an item. This screen includes the purchase order numbers, vendors, quantities and expected delivery dates for the item.
How to display this screen: Press F7 at the Display Open Orders by Item Screen.
POR0112 DISPLAY Display Open Purchase Orders 1/12/00 8:39:43 EZK Mail Order
Item/SKU: GELWRITER GREN GEL WRITER PEN GREEN
Whs PO# Ln# Vendor# Name Qty Due Date
5 1050 1 12 JACK'S JOKE SHOP 10 11/15/99
F3=Exit F12=Cancel |
Field |
Description |
Whs (Warehouse) |
The warehouse to which the item will be delivered. Numeric, 3 positions; display-only. |
PO# |
The number of the purchase order on which the item was ordered from the vendor. Numeric, 7 positions; display-only |
Ln# (Line number) |
The line number of item on the purchase order. Numeric, 3 positions; display-only |
Vendor # |
A code to identify the supplier of the item. Vendor codes are defined in and validated against the Vendor file. See Merchandising Chapter 19: Working with Vendors (WVEN). Numeric, 7 positions; display-only. |
Name |
The name of the vendor associated with the vendor number. Note: This field is blank if the Vendor Name Display (D41) system control value is set to N. Alphanumeric, 30 positions; display-only. |
Qty due (Quantity due) |
The number of units of the item expected in the shipment. Numeric, 7 positions; display-only. |
Date |
The date when the shipment of the item is expected. Numeric, 6 positions (MMDDYY format); display-only. |
Display Held Order Summary (DHOS)
Purpose: Use this function to review the total held number of orders and unbilled dollar totals for each order hold reason code.
Update summary file: The Held Order Summary file stores held order totals. You must submit a batch program to update this file with current totals. The totals that display on the Held Order Summary screen are only as current as the last time you ran this batch update.
How to display this screen: Enter DHOS in the Fast path field at the top of any menu, or select Display Held Order Summary from a menu.
Note: Each field on this screen is blank if you have not yet submitted the batch update to the Held Order Summary file.
CSR1187 DISPLAY Held Order Summary 4/26/00 9:43:27 EZK Mail Order Date Last Updated : 4/26/00 9:34:17
Opt Hold System Description # Orders Dollars Reason Hold
Type options, press Enter. 5=Display Orders
AT Y FAILED AUTHORIZATION 69 2,326.59 BD N BALANCE DUE HOLD - SYSTEM HOLD 3 168.00 BD Y BALANCE DUE HOLD - SYSTEM HOLD 56 11,833.01 BF Y 2 21.00 BU Y SYSTEM DEFINEC - HOLD BILL-TO 53 6,075.51 DH Y DOLLAR HOLD 65 121,463.83 FE N 3 437.75 HD N HOLD 1 32.25 HU N HOLD- USER DEFINED 12 2,995.00 +
F3=Exit F9=Submit Update F12=Exit |
Field |
Description |
Date last updated |
The date and time when you most recently updated the Held Order Summary file. The totals provided for each hold reason code are current as of this date and time. Date: numeric, 6 positions (MM/DD/YY format); display-only. Time: numeric, 6 positions (HH:MM:SS format); display-only. |
Hold reason |
The reason code that identifies why the order is held. Hold reason codes are defined in and validated against the Order Hold Reason file; see Chapter 4: Establishing Order Hold Reason Codes (WOHR). Alphanumeric, 2 positions; optional. |
System hold |
This field indicates whether the orders were held automatically by the system, or a user put the orders on hold. Valid values are: Y = The system put these orders on hold automatically. N = Operators put these orders on hold. If your operators use a code that the system also uses automatically, there will be two totals for the hold reason: one for all system-assigned holds, and one for non-system-assigned (that is, user) holds. See Chapter 79: Introducing Order Hold Reason Codes. Alphanumeric, 1 position; display-only. |
Description |
The description of the order hold reason code. This field is blank for an order hold reason code if the system has assigned it to orders automatically, but you have not built the reason code in the Order Hold Reason Code file. Alphanumeric, 30 positions; display-only. |
# orders |
The total number of orders on hold with this hold reason code. Each held order increases this total by one, regardless of the number of recipients. Numeric, 8 positions; display-only. |
Dollars |
The total dollar value of orders on hold with this hold reason code. This total includes merchandise, freight, tax, handling, additional charges, and any other charges (such as additional freight and duty) that make up the order total). Note: If you process orders in multiple currencies (the Multi Currency by Offer (E03) system control value is set to Y), the order total will be converted into your local currency. Numeric, 11 positions with a 2-place decimal; display-only. |
Screen Option |
Procedure |
Review orders held for a particular hold reason code |
Enter 5 next to a hold reason code to advance to the Release Held Orders by User Hold Screen (if you select a user hold) or the Release Held Orders by System Hold Screen (if you select a system hold). See Chapter 82: Selecting Held Orders (ERHO). |
Submit the batch update to the Held Order Summary file |
Press F9 to submit the HLDORD_SUM job, which updates the file with current held order totals. |
| Sales Journal by Currency Report | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 76: Ship Via/Item Inquiry (SVII) |
CS06_02 CWDirect 18.0 August 2015 OTN