Reviewing Operations Control Summary (FLSH)
Purpose: Use the Operations Control Summary screens to review order and merchandising summary information for a selected date. You can review the flow of orders from entry through shipment to determine the health of your business. This menu option provides a high-level overview of the fulfillment process, identifies potential bottlenecks or problem areas, and delivers an audit trail of order activity.
Fulfillment orders: If you use the Fulfillment Order Type (J36) to track a certain order type separately, there are separate screens available to review totals for this order type, and the totals for this order type are subtracted from the totals displayed on other summary screens.
In this topic:
• Updating Operations and Merchandising Summary Totals
• Display Operations Control Summary Screen
• First Operations Control Summary Screen
• Second Operations Control Summary Screen
• Merchandising Control Summary Screen
• Operations Control - Fulfillment Orders Screen
You can review the number, units, and dollar totals for the following information:
• orders:
• entered
• cancelled
• soldout
• shipped
• returned
• exchanged
• held
• suspended; also the number of suspended batches
• open backordered
• held backordered
• open printed
• held printed
• open reserved
• held reserved
• pending pick slips
• pending RA:
• receipts
• credits
• pending refunds
• backordered items
• purchase orders:
• open
• held
• docked
• open past due
• held past due
• docked past due
• inventory in:
• suspense receipt
• pending putaway
• staging warehouse
You can also review the total A/P balance and total A/R balance.
Screen flow: The screen that displays when you first enter the Operations Control Summary menu option varies, depending on whether the Batch Order Control job was submitted for the day. See Updating Operations and Merchandising Summary Totals for more information on the Batch Order Control job.
• If the Batch Order Control job has not yet been submitted for the day, the Display Operations Control Summary Screen displays when you first enter the Operations Control Summary menu option.
• If the Batch Order Control job has already been submitted for the day, the First Operations Control Summary Screen displays when you first enter the Operations Control Summary menu option.
You can define thresholds to monitor the numbers and/or dollars of operational and merchandising summary totals. The system compares the actual number and/or dollar value for the threshold against the threshold number and/or dollar value you defined; if the threshold you have defined is breached, the system performs the specified action, such as sending an email or printing a report.
Example: One of the system delivered thresholds is Backorders (BO). This threshold monitors the number of open orders and held orders that contain at least one unit on backorder and/or the merchandise dollars of units on backorder that are on open or held orders. You can set this threshold to send an email to the warehouse supervisor when the number of open and held orders that contain at least one unit on backorder is greater than 100. Once the actual number of open and held orders containing a backordered item is 101, the system sends an email to the warehouse supervisor.
Note: If you consistently take a certain type of order, such as the Fulfillment Order Type (J36), at “no charge,” then these orders will not increase the dollar totals for the purposes of evaluating threshold values.
For more information: See Installation Working with Threshold Values (WTHR) for more information on system delivered thresholds and how to define your own thresholds.
Updating Operations and Merchandising Summary Totals
Updating order activity totals for the selected date and accounting period: The system updates the information on the top part of the First Operations Control Summary Screen (order activity by date and accounting period) and the Operations Control - Fulfillment Orders Screen as changes occur in order activity and are processed through the Order Async and Billing Async. You can press F7 to update the order activity totals on the screen with any changes that may have occurred since you first entered the screen.
The system interactively updates the number, units, and dollar totals as orders are:
• entered
• cancelled
• soldout
• shipped
• returned
• exchanged
Totals display for the selected date and accounting period.
Fulfillment order totals: The updates for the Fulfillment Order Type (J36) are similar to those for regular orders, except that they do not include totals for returned or exchanged orders since these transactions are prohibited for Fulfillment orders.
Important:
• Drop ship items update the order activity totals as well as items that you ship from your warehouse.
• Non-inventory items: The setting of the Demand Update for Non-Inventoried Items (E59) system control value does not affect how the system calculates the order activity totals; non-inventory items update each total regardless of this setting.
• Update demand for order maintenance: The setting of the Update Demand for Order Maintenance Transactions (C72) system control value does not affect how the system calculates the order activity totals.
• Fulfillment orders: The system updates the Fulfillment Operations Control Summary file, makes the Operations Control - Fulfillment Orders Screen available, and prints the Fulfillment Operations Control Report only if a Fulfillment Order Type (J36) is specified.
Updating operations control summary totals: The Batch Order Control job (ORD_CONTRL) updates the operations and merchandising summary totals. You can review operations totals on the bottom part of the First Operations Control Summary Screen and the Second Operations Control Summary Screen; you can review merchandising totals on the Merchandising Control Summary Screen. Similarly, you can review totals for Fulfillment orders at the Operations Control - Fulfillment Orders Screen if a Fulfillment Order Type (J36) is specified.
The Batch Order Control job updates the number, units, and dollar totals of the following operations and merchandising information for regular orders:
• orders:
• open
• held
• suspended (also the number of suspended batches)
• open backordered
• held backordered
• open printed
• held printed
• open reserved
• held reserved
• pending pick slips
• pending return authorizations:
• receipts
• credits
• pending refunds
• backordered items
• purchase orders:
• open
• held
• docked
• open past due
• held past due
• docked past due
• inventory in:
• suspense receipt
• pending putaway
• staging warehouse
The batch order control job also updates the A/P balance and A/R balance.
Fulfillment orders: The updates for Fulfillment orders are similar except that they do not include the number of suspended batches or totals related to pending return authorizations, refunds, purchase orders, or inventory.
Submitting the Batch Order Control job: The system submits the Batch Order Control job when:
• you press F9 on the First Operations Control Summary Screen, Second Operations Control Summary Screen, Display Operations Control Summary Screen, Merchandising Control Summary Screen, or Operations Control - Fulfillment Orders Screen in the Operations Control Summary (FLSH) menu option.
• the Threshold Async automatically submits the Batch Order Control job each time the async is started and, once started, based on the hourly interval defined in the Threshold Monitor Interval (H90) system control value. The system uses the interval from this system control value for the first company that has a value defined. The Threshold Async is started and ended when you start or end the Control Async; see System Operations Working with the CNTL_ASYNC Job.
Note: When the Threshold Async submits the Batch Order Control job, it updates just the Order Control Summary file but does not update the Fulfillment Order Control Summary file.
• you submit a periodic process that contains the Order Summary (ORDSUM) periodic function (program name PFR0062).
Batch Order Control processing: The Batch Order Control job:
• updates all of the fields in the Order Control Summary file and the Fulfillment Order Control Summary file for the current transaction date.
• generates the Operations Control Report and the Fulfillment Operations Control Report. These reports display the most recent operations summary totals. The system generates the reports only if you submit the Batch Order Control job from the Operations Control Summary menu option.
• updates the actual value fields and Last updated fields in the Threshold Values file; see Updating Threshold Actual Values for more information on the updates the batch order control job performs for threshold values.
Note: The system does not update or use the Flash Report file to capture operations and merchandising summary information; instead, the system updates and uses the Order Control Summary file.
Display Operations Control Summary Screen
Updates to this screen: This screen displays operations control summary information for the dates when:
• you have executed order, cancellation, sold out, shipping, return or exchange transactions, or
• you have run the Batch Order Control job; see Updating Operations and Merchandising Summary Totals.
Fulfillment orders excluded: The totals displayed on this screen do not include orders that match the Fulfillment Order Type (J36).
Order Control Report: When you update current totals by pressing F9, or execute the periodic function ORDSUM (program name PFR0062), the system generates the Operations Control Report for the current (today’s) date. It also generates the Fulfillment Operations Control Report if there is a Fulfillment Order Type (J36) specified.
How to display this screen:
• Press F8 at the First Operations Control Summary Screen, or
• If you have not yet run the Batch Order Control job or processed information through the Order Async or Billing Async for the current day:
• enter FLSH in the Fast path field or select this option from a menu.
• Press F2 at the Pick Slip Generation (1 of 2) Screen or the Pick Slip Generation (2 of 2) Screen.
MSR1266 DISPLAY Display Operations Control Summary 5/20/06 13:35:55 KAB Co.
Opt Date Ordered Cancelled Soldout Shipped Returned
Type options, press Enter. 5=Display
4/17/06 14 9 5 4 1544.08 446.63 351.08 4/16/06 4 2 1 3 384.97 371.88 273.34 4/15/06 7 6 2 521.81 346.27 108.64 4/12/06 21 2 2 1725.10 108.54 4/11/06 13 1174.49 4/10/06 19 1 1932.28 36.00 191.52 +
F3=Exit F9=Update current totals F12=Cancel |
Field |
Description |
Date |
The date for which information is displayed, or for which you want to display the First Operations Control Summary Screen. Numeric, 6 positions, MM/DD/YY format; display-only. |
Ordered |
The number of orders and merchandise dollars for orders entered for the selected date and accounting period as of the time you refreshed the screen. Note: The order totals reflect initial order entry only. These totals do not include order lines added to an existing order through order maintenance, regardless of the setting of the Update Demand for Order Maintenance Transactions (C72) system control value. Orders The number of orders entered, including: • the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. • orders which include only sold out items or non-inventory items. • returns processed by negative quantities in order entry. This does not include batch orders that have not yet been accepted. From the Orders entered number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders entered number value for each transaction date in the accounting period to determine the number of orders entered for the accounting period. |
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Dollars The merchandise dollar total of orders entered, including merchandise dollar total of sold out items or non-inventory items. This does not include: • merchandise dollars for items returned during order entry. • merchandise dollars for batch orders that have not yet been accepted. From the Orders entered dollars from the Order Control Summary file, minus the dollar totals for any orders that match the Fulfillment Order Type (J36). The system totals the Orders entered dollars value for each transaction date in the accounting period to determine the merchandise dollar total of orders entered for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Cancelled |
The number of orders and merchandise dollars for orders cancelled for the selected date and accounting period as of the time you refreshed the screen. Note: These totals include orders, items, or merchandise dollar value only if the Reduce demand? flag for the cancel reason is set to N. Orders The number of orders cancelled (orders in Cancelled status; all order lines have been cancelled). From the Orders cancelled number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders cancelled number value for each transaction date in the accounting period to determine the total number of orders cancelled for the accounting period. Dollars The merchandise dollar total of cancelled items. This total updates when you cancel an entire order or one or more lines on an order. From the Orders cancelled dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders cancelled dollars value for each transaction date in the accounting period to determine the merchandise dollar total of cancelled items for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Soldout |
The number of orders and merchandise dollars for orders soldout for the selected date and accounting period as of the time you refreshed the screen. The system considers an order line sold out if: • you process soldout order lines in order entry, order maintenance, or the Processing Auto Soldout Cancellations (MASO) menu option. • you cancel order lines with a cancel reason whose Reduce demand? flag is set to Y.However, the system updates only soldout orders and does not update soldout units, soldout dollars, cancelled orders, cancelled units, or cancelled dollars for these order lines. Orders The total number of soldout orders, including orders for which all order lines are sold out, or at least one order line is sold out and all other order lines have been cancelled using any cancel reason code. This does not include order lines that are sold out if other order lines exist on the order that are not sold out or cancelled. • From the Orders soldout/closed number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders soldout/closed number value for each transaction date in the accounting period to determine the total number of soldout orders for the accounting period. |
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Dollars The merchandise dollar total of soldout items. From the Orders soldout dollars from the Order Control Summary file, minus the dollar totals for any orders that match the Fulfillment Order Type (J36). The system totals the Orders soldout dollars value for each transaction date in the accounting period to determine the merchandise dollar total of soldout items for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Shipped |
The number of orders and merchandise dollars for orders shipped for the selected date and accounting period as of the time you refreshed the screen. These totals are not decreased by returns or exchanges. Orders The total number of shipped orders. From the Orders shipped number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The setting of the Order Control Summary Shipment Update Method (I55) system control value determines how the system updates the # Orders shipped from the Order Control Summary file. The system totals the # Orders shipped value for each transaction date in the accounting period to determine the total number of shipped orders for the accounting period. |
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Dollars The merchandise dollar total of shipped items. From the Orders shipped dollars from the Order Control Summary file, minus the dollar totals for any orders that match the Fulfillment Order Type (J36). The system totals the Orders shipped dollars value for each transaction date in the accounting period to determine the merchandise dollar total of shipped items for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Returned |
The number of orders and merchandise dollars for orders returned for the selected date and accounting period as of the time you refreshed the screen. You can enter a return in: • order entry (via negative quantity ordered) • order maintenance, or • Work with Return Authorizations (these totals increase only when you process the credit) These totals include simple returns only, as opposed to exchanges. See Customer Service Returning and Exchanging Items. Orders The total number of return transactions processed and credited, regardless of whether the returns are on the same order. For example, an order with 2 returned order lines processed separately updates this total by 2; however, if the same 2 returned order lines on a single order are processed in the same transaction, the total updates by 1. From the Invoices credited number from the Order Control Summary file. The system totals the Invoices credited number value for each transaction date in the accounting period to determine the total number of return transactions processed and credited for the accounting period. |
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Dollars The merchandise dollar total of returned items. From the Invoices credited dollars from the Order Control Summary file. The system totals the Invoices credited dollars value for each transaction date in the accounting period to determine the merchandise dollar total of returned items for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Screen Option |
Procedure |
Display operations control summary information for a selected date. |
Enter 5 next to a date to advance to the First Operations Control Summary Screen, which displays information for the selected date. |
Update totals for order recap information on the first Operations Control Summary screen (and the Operations Control - Fulfillment Orders Screen, if the Fulfillment Order Type (J36) system control value specifies an order type) and print the Order Control Report and the Fulfillment Operations Control Report, if appropriate, for the current date |
Press F9 to submit the batch job ORD_CONTRL, which updates the information in the lower part of the First Operations Control Summary Screen. After the batch job is completed, you must exit the screen and re-display it to view the changes. This batch job also prints the Operations Control Report for the current date, and the Fulfillment Operations Control Report if the Fulfillment Order Type (J36) system control value specifies an order type. |
First Operations Control Summary Screen
Purpose: Use this screen to review:
• order activity information for the selected date and accounting period, such as the number, quantity, and dollar totals of orders entered, cancelled, soldout, shipped, returned, and exchanged. Order activity information displays on the top half of the screen.
• order summary information as of the selected date, such as the number, quantity, and dollar totals of orders open, held, suspended, open backordered, held backordered, open printed, held printed, open reserved, and held reserved. Operations summary information displays on the lower half of the screen.
Updating totals: See Updating Operations and Merchandising Summary Totals for more information on how the system updates the totals on this screen.
Note: If you advance to this screen for a date when you did not update the totals, the totals fields are blank.
Fulfillment orders excluded: The totals displayed on this screen do not include orders that match the Fulfillment Order Type (J36).
Additional operations summary information: Press Page Down or Shift + Roll to advance to the Second Operations Control Summary Screen.
How to display this screen:
• Select a date at the Display Operations Control Summary ScreenSecond Operations Control Summary Screen to display information for a selected date, or
• If the batch order control job has already run for today’s date, or the Order Async is active and you have processed order information for the current day:
• enter FLSH in the Fast path field or select Display Operations Control Summary from a menu.
• press F2 at the Pick Slip Generation (1 of 2) Screen or the Pick Slip Generation (2 of 2) Screen.
MSR1301 DISPLAY Operations Control Summary (1 of 2) 4/24/06 17:33:13 EZK Mail Order
------------ 4/24/06 ------------ ------------ APR 2006 ------------ Orders Units Dollars Orders Units Dollars Ord: 8 175 1252.97 43 461 3928.79 Can: 31 722 3880.23 31 753 4110.70 S/O: 116 40 170.60 116 40 170.60 Shp: 66 623 5170.52 69 663 5529.22 Rtn: 1 6 43.95 2 7 53.95 Exc: 5 5 97.60 5 5 97.60 ------------- Order Recap ---------------------------------------------------- Opn: 1453 7313 382877.12 Last updated on 4/24/06 at 17:33:05 Hld: 1449 7381 201753.67 Sus: 63 171 6772.07 Suspended batches: 19 OBO: 343 3404 16323.95 HBO: 199 1218 14298.77 Opn/Prt . . : 3437 347666.04 Hld/Prt . . : 1288 18407.01 Opn/Rsv . . : 472 18887.13 Hld/Rsv . . : 4875 169047.89 F3=Exit F7=Refresh screen F8=Display all days F9=Update current totals F10=Fulfillment Orders F14=Merchandising
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Field |
Description |
Information for selected date and accounting period: Note: The background jobs update the information in the upper half of the screen. |
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Date (Unlabeled field at top left of screen) |
The current date, or the date you have selected at the Display Operations Control Summary ScreenSecond Operations Control Summary Screen. The order activity information displayed below this date reflects total ongoing activity for the date. Numeric, 6 positions, MM/DD/YY format; display-only. |
Accounting period and year (Unlabeled field at top right of screen) |
The accounting period which includes the date displayed in the Date field. The order activity information displayed below the month and year reflects total activity for the accounting period up to the selected date. Alphanumeric, 7 positions; display-only. |
Ord (Orders) |
The number of orders, number of units, and merchandise dollars for orders entered for the selected date and accounting period as of the time you refreshed the screen. Note: The order totals reflect initial order entry only. These totals do not include order lines added to an existing order through order maintenance, regardless of the setting of the Update Demand for Order Maintenance Transactions (C72) system control value. Orders The number of orders entered, including: • the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. • orders which include only sold out items or non-inventory items. • returns processed by negative quantities in order entry. This does not include batch orders that have not yet been accepted. From the Orders entered number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders entered number value for each transaction date in the accounting period to determine the number of orders entered for the accounting period. |
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Units The number of units ordered, including: • the main set item as well as each component item. • units of sold out items or non-inventory items. This does not include: • units returned by entering negative quantities in order entry. • units on batch orders that have not yet been accepted. From the Quantity ordered from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Quantity ordered value for each transaction date in the accounting period to determine the number of units ordered for the accounting period. |
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Dollars The merchandise dollar total of orders entered, including merchandise dollar total of sold out items or non-inventory items. This does not include: • merchandise dollars for items returned during order entry. • merchandise dollars for batch orders that have not yet been accepted. From the Orders entered dollars from the Order Control Summary file, minus the dollar totals for any orders that match the Fulfillment Order Type (J36). The system totals the Orders entered dollars value for each transaction date in the accounting period to determine the merchandise dollar total of orders entered for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
The following fields display totals for transactions processed on the selected date, or in the selected accounting period, regardless of whether the original order was processed on the selected date or in the selected accounting period. |
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Can (Cancelled) |
The number of orders, number of units, and merchandise dollars for orders cancelled for the selected date and accounting period as of the time you refreshed the screen. Note: These totals include orders, items, or merchandise dollar value only if the Reduce demand? flag for the cancel reason is set to N. Orders The number of orders cancelled (orders in Cancelled status; all order lines have been cancelled). From the Orders cancelled number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders cancelled number value for each transaction date in the accounting period to determine the total number of orders cancelled for the accounting period. Units The total number of units cancelled. This total updates when you cancel an entire order or one or more lines on an order. From the Quantity cancelled from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Quantity cancelled value for each transaction date in the accounting period to determine the total number of units cancelled for the accounting period. |
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Dollars The merchandise dollar total of cancelled items. This total updates when you cancel an entire order or one or more lines on an order. From the Orders cancelled dollars from the Order Control Summary file, minus the dollar totals for any orders that match the Fulfillment Order Type (J36). The system totals the Orders cancelled dollars value for each transaction date in the accounting period to determine the merchandise dollar total of cancelled items for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
S/O (Sold out) |
The number of orders, number of units, and merchandise dollars for orders soldout for the selected date and accounting period as of the time you refreshed the screen. The system considers an order line sold out if: • you process soldout order lines in order entry, order maintenance, or the Processing Auto Soldout Cancellations (MASO) menu option. • you cancel order lines with a cancel reason whose Reduce demand? flag is set to Y.However, the system updates only soldout orders and does not update soldout units, soldout dollars, cancelled orders, cancelled units, or cancelled dollars for these order lines. Orders The total number of soldout orders, including orders for which: • all order lines are sold out, or • at least one order line is sold out and all other order lines have been cancelled using any cancel reason code, or • at least one line is shipped, and then the remaining line(s) is/are canceled with a cancel reason code that does not reduce demand. From the Orders soldout/closed number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Orders soldout/closed number value for each transaction date in the accounting period to determine the total number of soldout orders for the accounting period. |
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Units The total number of soldout units. From the Quantity soldout from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Quantity soldout value for each transaction date in the accounting period to determine the total number of soldout units for the accounting period. Dollars The merchandise dollar total of soldout items. From the Orders soldout dollars from the Order Control Summary file, minus the dollar totals for any orders that match the Fulfillment Order Type (J36). The system totals the Orders soldout dollars value for each transaction date in the accounting period to determine the merchandise dollar total of soldout items for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Shp (Shipped) |
The number of orders, number of units, and merchandise dollars for orders shipped for the selected date and accounting period as of the time you refreshed the screen. These totals are not decreased by returns or exchanges. Orders The total number of shipped orders. From the # Orders shipped from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The setting of the Order Control Summary Shipment Update Method (I55) system control value determines how the system updates the # Orders shipped from the Order Control Summary file: |
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• ORDERS = The system updates the # Orders shipped when the Billing Async updates the status of an order to closed; see ORDERS Order Control Summary Shipment Update Method for more information on how the system updates by ORDERS. • INVOICES = The system updates the # Orders shipped when the Billing Async creates an invoice for an order, excluding credit invoices; see INVOICES Order Control Summary Shipment Update Method for more information on how the system updates by INVOICES. • PICKS = The system updates the # Orders shipped when the Billing Async processes a pick control number for an order; see PICKS Order Control Summary Shipment Update Method for more information on how the system updates by PICKS. The system totals the # Orders shipped value for each transaction date in the accounting period to determine the total number of shipped orders for the accounting period. Note: If you track orders that match the Fulfillment Order Type (J36) separately, you need to have the Order Control Summary Shipment Update Method (I55) system control value set to ORDERS in order for the shipment totals to be correct. |
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Units The total number of shipped units, including: • shipped units confirmed; the system updates the units total as each unit is confirmed. • non-inventory items confirmed during billing. • For set items, the system updates the Quantity shipped by the number of components, plus the master set item. For example, if shipped master set item A101 contains 2 components, the system updates the Quantity shipped by 3. This total does not include: • units for returns processed in order entry. • units on orders that are express billed if the Order Control Summary Shipment Update Method (I55) system control value is set to PICKS. • gift certificates, memberships, or virtual stored value cards processed at pick slip generation if the Order Control Summary Shipment Update Method (I55) system control value is set to PICKS. From the Quantity shipped from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). The system totals the Quantity shipped value for each transaction date in the accounting period to determine the total number of shipped units for the accounting period. |
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Dollars The merchandise dollar total of shipped items, including: • shipments confirmed; the system updates the dollars total as each unit is confirmed. • non-inventory items confirmed during billing • gift certificates processed at pick slip generation. This total does not include: • dollars for returns processed in order entry. • dollars on orders that are expressed billed if the Order Control Summary Shipment Update Method (I55) system control value is set to PICKS. • dollars for gift certificates, memberships, or virtual stored value cards processed at pick slip generation if the Order Control Summary Shipment Update Method (I55) system control value is set to PICKS. From the Orders shipped dollars from the Order Control Summary file, minus the shipped dollar total for any orders that match the Fulfillment Order Type (J36). The system totals the Orders shipped dollars value for each transaction date in the accounting period to determine the merchandise dollar total of shipped items for the accounting period. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Rtn (Returns) |
The number of orders, number of units, and merchandise dollars for orders returned for the selected date and accounting period as of the time you refreshed the screen. You can enter a return in: • order entry (via negative quantity ordered) • order maintenance, or • Work with Return Authorizations (these totals increase only when you process the credit) These totals include simple returns only, as opposed to exchanges. See Customer Service Returning and Exchanging Items. Orders The total number of return transactions processed and credited, regardless of whether the returns are on the same order. For example, an order with 2 returned order lines processed separately updates this total by 2; however, if the same 2 returned order lines on a single order are processed in the same transaction, the total updates by 1. From the Invoices credited number from the Order Control Summary file. The system totals the Invoices credited number value for each transaction date in the accounting period to determine the total number of return transactions processed and credited for the accounting period. |
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Units The total number of returned units. From the Quantity credited from the Order Control Summary file. The system totals the Quantity credited value for each transaction date in the accounting period to determine the total number of returned units for the accounting period. Dollars The merchandise dollar total of returned items. From the Invoices credited dollars from the Order Control Summary file. The system totals the Invoices credited dollars value for each transaction date in the accounting period to determine the merchandise dollar total of returned items for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Exc (Exchanges) |
The number of orders, number of units, and merchandise dollars for items returned in exchange transactions for the selected date and accounting period as of the time you refreshed the screen. These totals include quantities and merchandise dollar value of the items returned in exchange transactions, not units and merchandise dollar value of items ordered in exchange. See Customer Service Returning and Exchanging Items. You can enter an exchange in: • order maintenance • Work with Return Authorizations (these totals increase only when you process the credit) Orders The total number of exchange transactions processed, regardless of whether the exchanges are on the same order. For example, an order with 2 exchanged order lines processed separately updates this total by 2; however, if the same 2 exchanged order lines on a single order are processed in the same transaction, the total updates by 1. From the Exchanges number from the Order Control Summary file. The system totals the Exchange number value for each transaction date in the accounting period to determine the total number of exchange transactions processed for the accounting period. |
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Units The total number of units returned in exchange transactions. From the Quantity exchanged from the Order Control Summary file. The system totals the Quantity exchanged value for each transaction date in the accounting period to determine the total number of units returned in exchange transactions for the accounting period. Dollars The merchandise dollar total of returned items in exchange transactions. From the Exchanged dollars from the Order Control Summary file. The system totals the Exchanged dollars value for each transaction date in the accounting period to determine the merchandise dollar total of returned items in exchanged transactions for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Information for order recap totals: Totals display only if you have run the Batch Order Control job; these totals are cumulative up to the date and time of the last update. |
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Total number of open orders, open units, and total dollar value of open order lines. Orders The total number of open orders; from the number of orders in an open status. From the Open orders number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Units The total number of open units; from the total number of units on open order lines, including units on backorder and regardless if the units are printed or unprinted. This also includes units on order lines that are in a held status. From the total of the Open backordered quantity, Open printed quantity, and Open unprinted quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. |
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Dollars The merchandise dollar total of open order lines, including open order lines containing backordered units and regardless if the units are printed or unprinted. This also includes the merchandise dollars for order lines that are in a held status. From the total of the Open backordered dollars, Open printed dollars, and Open unprinted dollars in the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Total number of held orders, held units, and total dollar value of order lines on held orders. Orders The total number of held orders; from the number of orders in a held status. From the Held orders number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Units The total number of held units; from the total number of units on held orders, including units on backorder and regardless if the units are printed or unprinted. This does not include units on held order lines if the order is not held. From the total of the Held backordered quantity, Held printed quantity, and Held Unprinted quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. |
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Dollars The merchandise dollar total of held orders, including order lines containing backordered units and regardless if the units are printed or unprinted. This does not include merchandise dollars for held order lines if the order is not held. From the total of the Held backordered dollars, Held printed dollars, and Held unprinted dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Total number of suspended orders, suspended units, and total dollar value of suspended orders, regardless if the order is batched. Orders The total number of suspended orders; from the number of orders in a suspended status or error status as defined in the Order Header file. From the Orders suspended number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Units The total number of units on suspended orders, including orders in a suspended status and error status. The system uses this calculation over the Order Detail file to determine the suspended units: quantity ordered - quantity cancelled - quantity shipped - quantity soldout = suspended units. From the Orders suspended quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. |
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Dollars The merchandise dollar total of suspended orders, including orders in a suspended status and error status. From the sum of the merchandise dollars for suspended and orders in error in the Order Ship To file. From the Orders suspended dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Total number of open backordered orders, open backordered units, and total merchandise dollar value of open backordered units. The system determines if an item is on backorder using this calculation: open quantity on order line - reserved quantity on order line = backorder quantity. The system uses this calculation to determine the open quantity: order quantity - shipped quantity - cancelled quantity - soldout quantity = open quantity. Orders The total number of open orders that contain at least one unit on backorder, including the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. From the Future use 1 number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Units The total number of units on backorder that are on open orders. From the Quantity backordered from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. |
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Dollars The total merchandise dollars of units on backorder that are on open orders. From the Open backordered dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Total number of held backordered orders, held backordered units, and total merchandise dollar value of held backordered units. The system determines if an item is on backorder using this calculation: open quantity on order line - reserved quantity on order line = backorder quantity. The system uses this calculation to determine the open quantity: order quantity - shipped quantity - cancelled quantity - soldout quantity = open quantity. Orders The total number of held orders that contain at least one unit on backorder, including the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. From the Future use 2 number from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Units The total number of units on backorder that are on held orders. From the Quantity held backordered from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. |
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Dollars the total merchandise dollars of units on backorder that are on held orders. From the Held backordered dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Total number of units on open orders for which pick slips have been printed and total merchandise dollar value of units on open orders for which pick slips have been printed. Units The total number of printed units on open orders. The total number of open printed units is the Open printed quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Dollars The total merchandise dollars of printed units on open orders. From the Open printed dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
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Total number of units on held orders for which pick slips have been printed and total merchandise dollar value of units on held orders for which pick slips have been printed. Units The total number of printed units on held orders. From the Held printed quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Dollars The total merchandise dollars of printed units on held orders. From the Held printed dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
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Total number of units on open orders which are reserved and total merchandise dollar value of units on open orders which are reserved. Units The total number of reserved units on open orders. From the Open unprinted quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. Dollars The total merchandise dollars of reserved units on open orders. From the Open unprinted dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
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Total number of units on held orders which are reserved and total merchandise dollar value of units on held orders which are reserved. Units The total number of reserved units on held orders. From the Held unprinted quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). Dollars The total merchandise dollars of reserved units on held orders. From the Held unprinted dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for more information on how dollars are tracked for Fulfillment orders. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
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General information |
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Last updated on/at |
The date and time when the Batch Order Control job was last run, updating the operations and merchandising totals. Date: numeric, 6 positions, MM/DD/YY format; display-only. Time: numeric, 6 positions, HH:MM:SS format; display-only. |
Suspended batches |
The total number of order batches that are in a suspended status. The system determines the number of order batches in a suspended status by totaling the number of orders in the Order Batch file whose Batch suspended field is set to Y. From the Batches suspended number from the Order Control Summary file. Numeric, 9 positions; display-only. |
Screen Option |
Procedure |
Review operations summary information on the second Operations Control Summary screen. |
Press Page Down or Shift + Roll to advance to the Second Operations Control Summary Screen. |
Update the operation totals on the screen |
Press F7 to update the operations totals. |
Review order summary information by date or select a date for which you want to view detailed order summary information |
Press F8 to advance to the Display Operations Control Summary Screen. |
Update totals for order recap information on the first Operations Control Summary screen (and the Operations Control - Fulfillment Orders Screen, if the Fulfillment Order Type (J36) system control value specifies an order type) and print the Order Control Report and the Fulfillment Operations Control Report, if appropriate, for the current date |
Press F9 to submit the batch job ORD_CONTRL, which will update the information in the lower part of the screen (Order Recap information). After the batch job is completed, you must press F7 to view the changes. This batch job also prints the Operations Control Report for the current date, and the Fulfillment Operations Control Report if the Fulfillment Order Type (J36) system control value specifies an order type. Note: This option is not available when you display this screen for dates other than the current date. If you try to use this option for past dates, the system displays the following error message: Update cannot be submitted for a prior date. |
Review order summary information for orders matching the Fulfillment Order Type (J36) system control value |
Press F10 to advance to the Operations Control - Fulfillment Orders Screen. This option is available only if you have entered an order type in the Fulfillment Order Type (J36) system control value. |
Review merchandising summary information for the date you are currently reviewing |
Press F14 to advance to the Merchandising Control Summary screen. |
Second Operations Control Summary Screen
Purpose: Use this screen to review operations control summary information, such as the number, quantity, and dollar total of pending pick slips, pending RA receipts, pending RA credits, and pending refunds. You can also review the A/R balance on this screen.
Updating totals: See Updating Operations and Merchandising Summary Totals for more information on how the system updates the totals on this screen.
If you advance to this screen for a date when you did not update the totals, the totals fields are blank.
How to display this screen: Press Page Down or Shift + Roll at the First Operations Control Summary Screen.
MSR1301 DISPLAY Operations Control Summary (2 of 2) 4/24/06 17:33:13 EZK Mail Order
------------ 4/24/06 ------------ Pending # Units Dollars ------- ----------- ----------- --------------
A/R Balance . . : 51,118.31 ------------------------------------------------------------------------------
Pick slips. . . : 1,848 4,725 366,073.05
RA receipts . . : 110 48 885.11 RA credits. . . : 55 64 715.29
Refunds . . . . : 579 12,653.59
Last updated on 4/24/06 at 17:33:05
F3=Exit F7=Refresh screen F8=Display all days F9=Update current totals F10=Fulfillment Orders F14=Merchandising |
Field |
Description |
Date (unlabeled field at the center top of the screen) |
The current date, or the date you have selected at the Display Operations Control Summary ScreenSecond Operations Control Summary Screen. The operations summary information displayed below this date reflects total ongoing activity for the date. Numeric, 6 positions, MM/DD/YY format; display-only. |
Totals display only if you have run the Batch Order Control job; these totals are cumulative up to the date and time of the last update. |
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A/R balance |
The total dollar value of the open accounts receivable balance, including all open, allocated, or disputed open items across all bill to accounts. This total is negative if the dollar total of credits is greater than the dollar total of open invoices. From the Open A/R balance from the Order Control Summary file. Numeric, 11 positions with a 2-place decimal; display-only. |
Pick slips |
The number of pending pick slips, number of units on pending pick slips, and merchandise dollars for pending pick slips. Pending pick slips are pick slips that have not yet been billed, not including pick slips voided, waiting for authorizations, or suspended. The system increases the pending pick slip number, units, and dollars for drop ship orders if the drop ship output defined for the vendor is drop ship pick slip; if the drop ship output defined for the vendor is drop ship purchase order or collaborative shipping, the system only increases the total units and total dollars pending and does not increase the total number pending. Number The total number of pick slips pending. From the Pending picks number from the Order Control Summary file. Units The total number of units on pending pick slips. From the total of the Open printed quantity and Held printed quantity from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36), for the most recent transaction date. |
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Dollars The merchandise dollar total of items on pending pick slips. From the total of the Open printed dollars and Held printed dollars from the Order Control Summary file, minus any orders that match the Fulfillment Order Type (J36). Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
RA receipts |
The number of pending return authorization receipts, number of units on pending return authorization receipts, and merchandise dollars for pending return authorization receipts. Pending return authorization receipts are return authorizations that have been entered, but not yet received. You can only enter a pending RA receipt using non-streamlined return authorizations (the Use Streamlined Return Authorizations (F44) system control value is set to Y. These totals include quantities and merchandise dollar value of the items returned in return transactions and items returned in exchange transactions, not units and merchandise dollar value of items ordered in exchange. See Customer Service Returning and Exchanging Items. |
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Number The total number of pending return authorization receipts, regardless of whether the returns are on the same order. For example, an order with 2 pending RA receipt order lines processed separately updates this total by 2; however, if the same 2 pending RA receipt order lines on a single order are processed in the same transaction, the total updates by 1. The system determines the number of pending RA receipts by totaling the number of RA header records whose date received is 0. From the Pending RA receipt number from the Order Control Summary file. Units The total number of units on pending return authorization receipts. The system determines the number of units on pending RA receipts by looking at the RA detail records whose quantity returned is less than the quantity to return and totaling the unreceived quantity. From the Pending RA receipt quantity from the Order Control Summary file. |
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Dollars The merchandise dollar total of items on pending return authorization receipts. The system determines the merchandise dollars of items on pending RA receipts by multiplying the unreceived quantity by the order detail price. From the Pending RA receipt dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
RA credits |
The number of pending return authorization credits, number of units on pending return authorization credits, and merchandise dollars for pending return authorization credits. Pending return authorization credits are return authorizations that have been received, but not yet credited. You can only enter a pending RA credit using non-streamlined return authorizations (the Use Streamlined Return Authorizations (F44) system control value is set to Y). These totals include quantities and merchandise dollar value of the items returned in return transactions and items returned in exchange transactions, not units and merchandise dollar value of items ordered in exchange. See Customer Service Returning and Exchanging Items. |
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Number The total number of pending return authorization credits, regardless of whether the returns are on the same order. For example, an order with 2 pending RA credit order lines processed separately updates this total by 2; however, if the same 2 pending RA credit order lines on a single order are processed in the same transaction, the total updates by 1. The system determines the number of pending RA credits by totaling the number of RA header records whose date received is greater than 0 and date credited is 0. From the Pending RA credit number from the Order Control Summary file. Units The total number of units on pending return authorization credits. The system determines the number of units on pending RA credits by looking at the RA detail records whose quantity credited is less than the quantity to credit and totaling the uncredited quantity. From the Pending RA credit quantity from the Order Control Summary file. |
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Dollars The merchandise dollar total of items on pending return authorization credits. The system determines the merchandise dollars of items on pending RA credits by multiplying the uncredited quantity by the order detail price. From the Pending RA credit dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
Refunds |
The number of pending refunds, number of units on pending refunds, and merchandise dollars for pending refunds. Pending refunds are refunds in an open or held status that have not yet been processed; these totals do not include refunds that are in a pending cancelled, cancelled, pending write off, write off, or processed status. Number The total number of unprocessed refunds. From the Refunds pending number from the Order Control Summary file. Dollars The merchandise dollar total of items on unprocessed refunds. From the Refunds pending dollars from the Order Control Summary file. Number field: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
Last updated on/at |
The date and time when the Batch Order Control job was last run, updating the operations and merchandising totals. Date: numeric, 6 positions, MM/DD/YY format; display-only. Time: numeric, 6 positions, HH:MM:SS format; display-only. |
Screen Option |
Procedure |
Review operations summary information on the first Operations Control Summary screen. |
Press Page Up or Shift + Roll to advance to the First Operations Control Summary Screen. |
Update the operation totals on the screen |
Press F7 to update the operations totals. |
Review order summary information by date or select a date for which you want to view detailed order summary information |
Press F8 to advance to the Display Operations Control Summary Screen. |
Update totals for order recap information on the first Operations Control Summary screen (and the Operations Control - Fulfillment Orders Screen, if the Fulfillment Order Type (J36) system control value specifies an order type) and print the Order Control Report and the Fulfillment Operations Control Report, if appropriate, for the current date |
Press F9 to submit the batch job ORD_CONTRL, which will update the information in the lower part of the screen (Order Recap information). After the batch job is completed, you must press F7 to view the changes. This batch job also prints the Operations Control Report for the current date, and the Fulfillment Operations Control Report if the Fulfillment Order Type (J36) system control value specifies an order type. Note: This option is not available when you display this screen for dates other than the current date. If you try to use this option for past dates, the system displays the following error message: Update cannot be submitted for a prior date. |
Review order summary information for orders matching the Fulfillment Order Type (J36) system control value |
Press F10 to advance to the Operations Control - Fulfillment Orders Screen. This option is available only if you have entered an order type in the Fulfillment Order Type (J36) system control value. |
Review merchandising summary information for the date you are currently reviewing |
Press F14 to advance to the Merchandising Control Summary Screen. |
Merchandising Control Summary Screen
Purpose: Use this screen to review merchandising summary information such as the number, quantity, and dollar totals of backordered items, open POs, held POs, docked POs, open past due PO lines, held past due PO lines, docked past due PO lines, suspense receipt inventory, pending putaway inventory, and staging warehouse inventory. You can also review the total A/P balance.
Updating totals: See Updating Operations and Merchandising Summary Totals for more information on how the system updates the totals on this screen.
If you advance to this screen for a date when you did not update the totals, the totals fields are blank.
How to display this screen: Press F14 at the First Operations Control Summary Screen or Second Operations Control Summary Screen.
MSR1302 DISPLAY Merchandising Control Summary 5/21/02 11:03:55 KAB Co.
--------------- 5/21/02 --------------- Pending # Units Dollars ------- ----------- ----------- -------------- A/P Balance . . : 31,744.20 B/O items . . . : 51 706 13,623.64 --------------------------- Purchase Order Recap ----------------------------- Open PO . . . . : 50 876 128,145.45 Held PO . . . . : Docked PO . . . : Open past due Ln: 63 876 128,145.45 Held past due Ln: Dock past due Ln: ----------------------- In Transit Inventory Recap --------------------------- Suspense receipt: 11 105 3,150.00 Pending putaway : 124 17,916 82,494.87 Staging Whs . . : 22 86 5,622.00
Last updated on 5/21/02 at 10:01:15
F3=Exit F7=Refresh screen F8=Display all days F9=Update current totals |
Field |
Description |
Date (unlabeled field at top center of screen) |
The current date, or the date you have selected at the Display Operations Control Summary ScreenSecond Operations Control Summary Screen. The operations summary information displayed below this date reflects total ongoing activity for the date. Numeric, 6 positions, MM/DD/YY format; display-only. |
Totals display only if you have run the Batch Order Control job; these totals are cumulative up to the date and time of the last update. |
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A/P balance |
The total dollar value of the accounts payable balance, including all outstanding (unpaid) A/P invoices, across all vendors. This total is negative if the dollar total of credits is greater than the dollar total of unpaid invoices. The system sums the Open A/P from the Vendor Extended file to determine the A/P balance. From the Open A/P balance from the Order Control Summary file. Numeric, 11 positions with a 2-place decimal; display-only. |
You should run batch purchase order layering to update the expected delivery dates of items you have ordered from your vendors or the following totals may not be accurate; see Purchase Order Layering and Backorder Notifications. |
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B/O items |
The number of items on backorder, number of units on backorder, and merchandise dollars of backordered items. Number The total number of items on backorder. To determine the number of items on backorder, the system selects item warehouse records with a backorder quantity greater than 0. Each item is counted once, even if the item exists in more than 1 warehouse. From the Backorder items number from the Order Control Summary file. Units The total number of units on backorder, across items. To determine the total number of units on backorder, the system totals the Open backordered quantity and Held backordered quantity from the Order Control Summary file for the most recent transaction date. |
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Dollars The merchandise dollar total for items on backorder. To determine the merchandise dollars of backordered items, the system totals the Open backordered dollars and Held backordered dollars from the Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The following fields relate to purchase order summary information: |
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The number of open purchase orders, number of units on open purchase orders, and merchandise dollars of items on open purchase orders. Open purchase orders are POs that are in an open (O) status; this does not include recurring POs or drop ship POs. The PO line status can be open (O) or held (H) to be included in these totals. Number The total number of open purchase orders, as defined in the PO Header file. From the Open PO number from the Order Control Summary file. Units The total number of units on open purchase orders, as defined in the PO Detail file. The system determines the number of units on open POs by subtracting the quantity received from the quantity ordered. The system does not include units in a pending putaway or pending transfer warehouse. From the Open PO quantity from the Order Control Summary file. |
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Dollars The merchandise dollar total for open purchase orders, as defined in the PO Detail file. The system determines the merchandise dollar total for open purchase orders by subtracting the quantity received from the quantity ordered and multiplying by the PO price. From the Open PO dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of held purchase orders, number of units on held purchase orders, and merchandise dollars of items on held purchase orders. Held purchase orders are POs that are in a held (H) status; this does not include recurring POs or drop ship POs. The PO line status can be open (O) or held (H) to be included in these totals. Number The total number of held purchase orders, as defined in the PO Header file. From the Held PO number from the Order Control Summary file. Units The total number of units on held purchase orders, as defined in the PO Detail file. The system determines the number of units on held POs by subtracting the quantity received from the quantity ordered. From the Held PO quantity from the Order Control Summary file. |
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Dollars The merchandise dollar total for held purchase orders, as defined in the PO Detail file. The system determines the merchandise dollar total for held purchase orders by subtracting the quantity received from the quantity ordered and multiplying by the PO price. From the Held PO dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of docked purchase orders, number of units on docked purchase orders, and merchandise dollars of items on docked purchase orders. Docked purchase orders are POs that are in a docked (D) status. The PO line status can be open (O) or held (H) to be included in these totals. If you partially receive a docked PO, the system updates the PO status from docked (D) to open (O). Number The total number of docked purchase orders, as defined in the PO Header file. From the Docked PO number from the Order Control Summary file. Units The total number of units on docked purchase orders, as defined in the PO Detail file. The system determines the number of units on docked POs by subtracting the quantity received from the quantity ordered. From the Docked PO quantity from the Order Control Summary file. |
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Dollars The merchandise dollar total for docked purchase orders, as defined in the PO Detail file. The system determines the merchandise dollar total for docked purchase orders by subtracting the quantity received from the quantity ordered and multiplying by the PO price. From the Docked PO dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of open purchase orders that contain purchase order lines that are past due, number of units on open purchase orders that are past due, and merchandise dollars of items on open purchase orders that are past due. This does not include drop ship purchase orders. Open past due purchase order lines are PO lines that have not yet been received and are past the expected due date (the Due date defined for the PO line is less than the current date) and the PO header status is open (O). The PO line status can be open (O) or held (H) to be included in these totals. Number The total number of open POs that contain PO lines that are past due, as defined in the PO Detail file. From the Open past due PO number from the Order Control Summary file. |
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Units The total number of units on open POs that are past due, as defined in the PO Detail file. The system determines the number of units on open POs that are past due by subtracting the quantity received from the quantity ordered for order lines whose due date is less than the current date. From the Open past due PO liens from the Order Control Summary file. |
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Dollars The merchandise dollar total for items on open POs that are past due, as defined in the PO Detail file. From the Open past due PO dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of held purchase orders that contain purchase order lines that are past due, number of units on held purchase orders that are past due, and merchandise dollars of items on held purchase orders that are past due. This does not include drop ship purchase orders. Held past due purchase order lines are PO lines that have not yet been received and are past the expected due date (the Due date for the PO line is earlier than the current date) and the PO header status is held (H). The PO line status can be open (O) or held (H) to be included in these totals. Number The total number of held POs that contain PO lines that are past due, as defined in the PO Detail file. From the Held past due PO number from the Order Control Summary file. |
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Units The total number of units on held POs that are past due, as defined in the PO Detail file. The system determines the number of units on held POs that are past due by subtracting the quantity received from the quantity ordered for order lines whose due date is less than the current date. From the Held past due PO lines from the Order Control Summary file. Dollars The merchandise dollar total for items on held POs that are past due, as defined in the PO Detail file. From the Held past due PO dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of docked purchase orders that contain purchase order lines that are past due, number of units on docked purchase orders that are past due, and merchandise dollars of items on docked purchase orders that are past due. This does not include drop ship purchase orders. Docked past due purchase order lines are PO lines that have not yet been received and are past the expected due date (the Due date for the PO line is earlier than the current date) and the PO header status is docked (D). The PO line status can be open (O) or held (H) to be included in these totals. Number The total number of docked POs that contain PO lines that are past due, as defined in the PO Detail file. From the Docked past due PO number from the Order Control Summary file. |
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Units The total number of units on docked POs that are past due, as defined in the PO Detail file. The system determines the number of units on docked POs that are past due by subtracting the quantity received from the quantity ordered for order lines whose due date is less than the current date. From the Docked past due PO lines from the Order Control Summary file. |
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Dollars The merchandise dollar total for items on docked POs that are past due, as defined in the PO Detail file. From the Docked past due PO dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The following fields relate to in-transit inventory summary information: |
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The number of PO lines received into suspense, number of units received into suspense, and merchandise dollars of items received into suspense. Number The total number of PO lines received into suspense, as defined in the PO Suspense file, including PO lines that only have a partial quantity received into suspense. From the Suspense receipts number from the Order Control Summary file. Units The total number of units on PO lines received into suspense, as defined in the PO Suspense file. From the Suspense receipts quantity from the Order Control Summary file. |
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Dollars The merchandise dollar total for items received into suspense, as defined in the PO Suspense file. From the Suspense receipts dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of PO lines received into a pending putaway or pending transfer warehouse, number of units received into a pending putaway or pending transfer warehouse, and merchandise dollars of items received into a pending putaway or pending transfer warehouse. A pending warehouse is a warehouse where you place inventory that is on its way to its final destination. You can define a warehouse as a pending warehouse by assigning a warehouse location type of PP (pending putaway) or PT (pending transfer) to the warehouse in Working with Default Warehouse Locations (WWDL). The system increases these totals when you receive a PO line or a partial quantity on a PO line into a pending putaway or pending transfer warehouse. Number The total number of PO lines received into a pending putaway or pending transfer warehouse, as defined in the Pending Putaway Detail file, including: • PO lines that only have a partial quantity received into a pending putaway warehouse. • Pending putaway detail records whose “final destination” warehouse is a non-allocatable warehouse. From the Pending putaway lines from the Order Control Summary file. |
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Units The total number of units received into a pending putaway or pending transfer warehouse, as defined in the Pending Putaway Detail file. This includes pending putaway detail records whose “final destination” warehouse is a non-allocatable warehouse. From the Pending putaway quantity from the Order Control Summary file. Dollars The merchandise dollar total of items received into a pending putaway or pending transfer warehouse, as defined in the Pending Putaway Detail file. This includes pending putaway detail records whose “final destination” warehouse is a non-allocatable warehouse. The system multiplies the quantity pending for each pending putaway detail record by the PO cost to determine the merchandise dollar amount for each pending putaway detail record (if a PO cost is not defined, the system uses the SKU cost from the SKU file). The system then sums the merchandise dollars for each pending putaway detail record to determine the total pending putaway merchandise dollars. From the Pending putaway dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
The number of PO lines received into a staging warehouse, number of units received into a staging warehouse, and merchandise dollars of items received into a staging warehouse. A staging warehouse is a warehouse that designates an area within your actual warehouse where you keep stock that needs to be put away. You can define a warehouse as a staging warehouse by entering the warehouse code in the Default Staging Warehouse (E15) system control value. The system increases these totals when you receive a PO line or a partial quantity on a PO line into a staging warehouse. Number The total number of PO lines received into a staging warehouse, including PO lines that only have a partial quantity received into a staging warehouse. To determine the number of PO lines received into staging, the system totals the number of item warehouse records for the staging warehouse. From the Staging inventory number from the Order Control Summary file. |
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Units The total number of units received into a staging warehouse. To determine the number of units received into staging, the system totals the on-hand quantity for each item warehouse record in the staging warehouse. From the Staging inventory quantity from the Order Control Summary file. Dollars The merchandise dollar total of items received into a staging warehouse. To determine the merchandise dollars of items received into staging, the system multiplies the total on hand quantity in the Item Warehouse file for the staging warehouse by the SKU cost. From the Staging inventory dollars from the Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
Last updated on/at |
The date and time when the Batch Order Control job was last run, updating the operations and merchandising totals. Date: numeric, 6 positions, MM/DD/YY format; display-only. Time: numeric, 6 positions, HH:MM:SS format; display-only. |
Screen Option |
Procedure |
Update the operation totals on the screen |
Press F7 to update the operations totals. |
Review operations summary information by date or select a date for which you want to view detailed operations summary information |
Press F8 to advance to the Display Operations Control Summary Screen. |
Update totals for order recap information on the first Operations Control Summary screen (and the Operations Control - Fulfillment Orders Screen, if the Fulfillment Order Type (J36) system control value specifies an order type) and print the Order Control Report and the Fulfillment Operations Control Report, if appropriate, for the current date |
Press F9 to submit the batch job ORD_CONTRL, which will update the information in the lower part of the screen (Order Recap information). After the batch job is completed, you must press F7 to view the changes. This batch job also prints the Operations Control Report for the current date, and the Fulfillment Operations Control Report if the Fulfillment Order Type (J36) system control value specifies an order type. Note: This option is not available when you display this screen for dates other than the current date. If you try to use this option for past dates, the system displays the following error message: Update cannot be submitted for a prior date. |
Operations Control - Fulfillment Orders Screen
Purpose: Use this screen to review order and summary information for orders whose order type matches the Fulfillment Order Type (J36) system control value. The order and summary information is similar to that displayed on the First Operations Control Summary Screen.
Updating totals: See Updating Operations and Merchandising Summary Totals for more information on how the system updates the totals on this screen.
If you advance to this screen for a date when you did not update the totals, the totals fields are blank.
Important: Calculation of Fulfillment order dollars: The Update Fulfillment Operations Control Totals with Offer Price (J46) system control value controls whether to update the dollar totals in the Fulfillment Operations Control file using the actual selling prices on Fulfillment orders, or to use the regular offer price. You would use the offer price if you always create Fulfillment orders at “no charge.” See that system control value for a discussion.
How to display this screen: Press F10 at the First Operations Control Summary Screen or the Second Operations Control Summary Screen. This option is available only if a Fulfillment Order Type (J36) is specified.
MSX1484 DISPLAY Operations Control - Fulfillment Orders 4/26/06 15:31:19 EZK Mail Order
------------ 4/26/06 ------------ APR 2006 ------------ Orders Units Dollars Orders Units Dollars Ord: 13 65 370.00 32 245 1824.45 Can: 3 27 154.00 4 100 285.81 S/O: 5 5 221.93 14 10 245.68 Shp: 42 86 1910.21 49 153 2533.21 ------------- Order Recap ---------------------------------------------------- Opn: 142 406 5234.89 Last updated on 4/26/06 at 12:02:40 Hld: 372 1637 23682.12 Sus: 7 16 166.92 OBO: 28 59 1024.60 HBO: 112 331 6781.44 Opn/Prt . . : 335 4090.29 Hld/Prt . . : 573 5646.92 Opn/Rsv . . : 12 120.00 Hld/Rsv . . : 733 11253.76 ------------------------------------------------------------------------------ Pending # Units Dollars Pick Slips. . . : 908 9,737.21 F3=Exit F7=Refresh screen F8=Display all days F9=Update current totals |
Field |
Description |
Information for selected date and accounting period: Note: The background jobs update the information in the top four rows on the screen. |
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Date (Unlabeled field at top left of screen) |
The current date, or the date you have selected at the Display Operations Control Summary ScreenSecond Operations Control Summary Screen. The order activity information displayed below this date reflects total ongoing activity for the date. Numeric, 6 positions, MM/DD/YY format; display-only. |
Accounting period and year (Unlabeled field at top right of screen) |
The accounting period which includes the date displayed in the Date field. The order activity information displayed below the month and year reflects total activity for the accounting period up to the selected date. Alphanumeric, 7 positions; display-only. |
Ord (Orders) |
The number of orders, number of units, and merchandise dollars for orders entered for the selected date and accounting period as of the time you refreshed the screen. Orders The number of orders entered, including: • the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. • orders which include only sold out items or non-inventory items. This does not include batch orders that have not yet been accepted. From the Orders entered number from the Fulfillment Order Control Summary file. The system totals the Orders entered number value for each transaction date in the accounting period to determine the number of orders entered for the accounting period. |
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Units The number of units ordered, including: • the main set item as well as each component item. • units of sold out items or non-inventory items. This does not include units on batch orders that have not yet been accepted. From the Quantity ordered from the Fulfillment Order Control Summary file. The system totals the Quantity ordered value for each transaction date in the accounting period to determine the number of units ordered for the accounting period. |
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Dollars The merchandise dollar total of orders entered, including merchandise dollar total of sold out items or non-inventory items. This does not include merchandise dollars for batch orders that have not yet been accepted. From the Orders entered dollars from the Fulfillment Order Control Summary file. The system totals the Orders entered dollars value for each transaction date in the accounting period to determine the merchandise dollar total of orders entered for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
The following fields display totals for transactions processed on the selected date, or in the selected accounting period, regardless of whether the original order was processed on the selected date or in the selected accounting period. |
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Can (Cancelled) |
The number of orders, number of units, and merchandise dollars for orders cancelled for the selected date and accounting period as of the time you refreshed the screen. Note: These totals include orders, items, or merchandise dollar value only if the Reduce demand? flag for the cancel reason is set to N. Orders The number of orders cancelled (orders in Cancelled status; all order lines have been cancelled). From the Orders cancelled number from the Fulfillment Order Control Summary file. The system totals the Orders cancelled number value for each transaction date in the accounting period to determine the total number of orders cancelled for the accounting period. Units The total number of units cancelled. This total updates when you cancel an entire order or one or more lines on an order. From the Quantity cancelled from the Fulfillment Order Control Summary file. The system totals the Quantity cancelled value for each transaction date in the accounting period to determine the total number of units cancelled for the accounting period. |
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Dollars The merchandise dollar total of cancelled items. This total updates when you cancel an entire order or one or more lines on an order. From the Orders cancelled dollars from the Fulfillment Order Control Summary file. The system totals the Orders cancelled dollars value for each transaction date in the accounting period to determine the merchandise dollar total of cancelled items for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
S/O (Sold out) |
The number of orders, number of units, and merchandise dollars for orders soldout for the selected date and accounting period as of the time you refreshed the screen. The system considers an order line sold out if: • you sell out an order line in order entry, order maintenance, or the Processing Auto Soldout Cancellations (MASO) menu option. • you cancel order lines with a cancel reason whose Reduce demand? flag is set to Y.However, the system updates only soldout orders and does not update soldout units, soldout dollars, cancelled orders, cancelled units, or cancelled dollars for these order lines. Orders The total number of soldout orders, including orders for which all order lines are sold out, or at least one order line is sold out and all other order lines have been cancelled using any cancel reason code. This does not include order lines that are sold out if other order lines exist on the order that are not sold out or cancelled. From the Orders soldout/closed number from the Fulfillment Order Control Summary file. The system totals the Orders soldout/closed number value for each transaction date in the accounting period to determine the total number of soldout orders for the accounting period. |
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Units The total number of soldout units. From the Quantity soldout from the Fulfillment Order Control Summary file. The system totals the Quantity soldout value for each transaction date in the accounting period to determine the total number of soldout units for the accounting period. Dollars The merchandise dollar total of soldout items. From the Orders soldout dollars from the Fulfillment Order Control Summary file. The system totals the Orders soldout dollars value for each transaction date in the accounting period to determine the merchandise dollar total of soldout items for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Shp (Shipped) |
The number of orders, number of units, and merchandise dollars for orders shipped for the selected date and accounting period as of the time you refreshed the screen. These totals are not decreased by returns or exchanges. Orders The total number of shipped orders. From the # Orders shipped from the Fulfillment Order Control Summary file. Note: In order to update the Order Control Summary file and the Fulfillment Order Control Summary file correctly, the Order Control Summary Shipment Update Method (I55) system control value must be set to ORDERS. If this system control value is set to INVOICES or PICKS, the updates to the screens in the Order Control Summary menu option will be incorrect. The system totals the # Orders shipped value for each transaction date in the accounting period to determine the total number of shipped orders for the accounting period. |
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Units The total number of shipped units, including: • shipped units confirmed; the system updates the units total as each unit is confirmed. • non-inventory items confirmed during billing. • For set items, the system updates the Quantity shipped by the number of components, plus the master set item. For example, if shipped master set item A101 contains 2 components, the system updates the Quantity shipped by 3. From the Quantity shipped from the Fulfillment Order Control Summary file. The system totals the Quantity shipped value for each transaction date in the accounting period to determine the total number of shipped units for the accounting period. |
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Dollars The merchandise dollar total of shipped items, including: • shipments confirmed; the system updates the dollars total as each unit is confirmed. • non-inventory items confirmed during billing • gift certificates processed at pick slip generation. From the Orders shipped dollars from the Fulfillment Order Control Summary file. The system totals the Orders shipped dollars value for each transaction date in the accounting period to determine the merchandise dollar total of shipped items for the accounting period. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Information for order recap totals: Totals display only if you have run the Batch Order Control job. These totals are cumulative up to the date and time of the last update. |
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Opn (Open) |
Total number of open orders, open units, and total dollar value of open order lines. Orders The total number of open orders; from the number of orders in an open status. From the Open orders number from the Fulfillment Order Control Summary file for the most recent transaction date. Units The total number of open units; from the total number of units on open order lines, including units on backorder and regardless if the units are printed or unprinted. This also includes units on order lines that are in a held status. From the total of the Open backordered quantity, Open printed quantity, and Open unprinted quantity from the Fulfillment Order Control Summary file for the most recent transaction date. |
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Dollars The merchandise dollar total of open order lines, including open order lines containing backordered units and regardless if the units are printed or unprinted. This also includes the merchandise dollars for order lines that are in a held status. From the total of the Open backordered dollars, Open printed dollars, and Open unprinted dollars in the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Hld (Held) |
Total number of held orders, held units, and total dollar value of order lines on held orders. Orders The total number of held orders; from the number of orders in a held status. From the Held orders number from the Fulfillment Order Control Summary file for the most recent transaction date. Units The total number of held units; from the total number of units on held orders, including units on backorder and regardless if the units are printed or unprinted. This does not include units on held order lines if the order is not held. From the total of the Held backordered quantity, Held printed quantity, and Held Unprinted quantity from the Fulfillment Order Control Summary file for the most recent transaction date. |
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Dollars The merchandise dollar total of held orders, including order lines containing backordered units and regardless if the units are printed or unprinted. This does not include merchandise dollars for held order lines if the order is not held. From the total of the Held backordered dollars, Held printed dollars, and Held unprinted dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Sus (Suspended) |
Total number of suspended orders, suspended units, and total dollar value of suspended orders, regardless if the order is batched. Orders The total number of suspended orders; from the number of orders in a suspended status or error status as defined in the Order Header file. From the Orders suspended number from the Fulfillment Order Control Summary file for the most recent transaction date. Units The total number of units on suspended orders, including orders in a suspended status and error status. The system uses this calculation over the Order Detail file to determine the suspended units: quantity ordered - quantity cancelled - quantity shipped - quantity soldout = suspended units. From the Orders suspended quantity from the Fulfillment Order Control Summary file for the most recent transaction date. |
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Dollars The merchandise dollar total of suspended orders, including orders in a suspended status and error status. Derived from the sum of the merchandise dollars for suspended and orders in error in the Order Ship To file. From the Orders suspended dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
OBO (Open/backordered) |
Total number of open backordered orders, open backordered units, and total merchandise dollar value of open backordered units. The system determines if an item is on backorder using this calculation: open quantity on order line - reserved quantity on order line = backorder quantity. The system uses this calculation to determine the open quantity: order quantity - shipped quantity - cancelled quantity - soldout quantity = open quantity. Orders The total number of open orders that contain at least one unit on backorder, including the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. From the # Open backordered from the Fulfillment Order Control Summary file for the most recent transaction date. Units The total number of units on backorder that are on open orders. From the Quantity backordered from the Fulfillment Order Control Summary file for the most recent transaction date. |
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Dollars The total merchandise dollars of units on backorder that are on open orders. From the Open backordered dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
HBO (Held/backordered) |
Total number of held backordered orders, held backordered units, and total merchandise dollar value of held backordered units. The system determines if an item is on backorder using this calculation: open quantity on order line - reserved quantity on order line = backorder quantity. The system uses this calculation to determine the open quantity: order quantity - shipped quantity - cancelled quantity - soldout quantity = open quantity. Orders The total number of held orders that contain at least one unit on backorder, including the total number of ship-to addresses for orders with multiple ship-to’s. For example, an order with two ship-to addresses updates the number of orders total by 2. From the Future use 2 number from the Fulfillment Order Control Summary file for the most recent transaction date. Units The total number of units on backorder that are on held orders. From the Quantity held backordered from the Fulfillment Order Control Summary file for the most recent transaction date. |
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Dollars The total merchandise dollars of units on backorder that are on held orders. From the Held backordered dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Opn/Prt (Open/Printed) |
Total number of units on open orders for which pick slips have been printed and total merchandise dollar value of units on open orders for which pick slips have been printed. Units The total number of printed units on open orders. The total number of open printed units is the Open printed quantity from the Fulfillment Order Control Summary file for the most recent transaction date. Dollars The total merchandise dollars of printed units on open orders. From the Open printed dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Hld/Prt (Held/printed) |
Total number of units on held orders for which pick slips have been printed and total merchandise dollar value of units on held orders for which pick slips have been printed. Units The total number of printed units on held orders. From the Held printed quantity from the Fulfillment Order Control Summary file for the most recent transaction date. Dollars The total merchandise dollars of printed units on held orders. From the Held printed dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Opn/Rsv (Open/reserved) |
Total number of units on open orders which are reserved and total merchandise dollar value of units on open orders which are reserved. Units The total number of reserved units on open orders. From the Open unprinted quantity from the Fulfillment Order Control Summary file for the most recent transaction date. Dollars The total merchandise dollars of reserved units on open orders. From the Open unprinted dollars from the Fulfillment Order Control Summary file for the most recent transaction date. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
Hld/Rsv (Held/reserved) |
Total number of units on held orders which are reserved and total merchandise dollar value of units on held orders which are reserved. Units The total number of reserved units on held orders. From the Held unprinted quantity from the Fulfillment Order Control Summary file. Dollars The total merchandise dollars of reserved units on held orders. From the Held unprinted dollars from the Fulfillment Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar fields: numeric, 11 positions with a 2-place decimal; display-only. |
General information |
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Last updated on/at |
The date and time when the Batch Order Control job was last run, updating the operations totals. Date: numeric, 6 positions, MM/DD/YY format; display-only. Time: numeric, 6 positions, HH:MM:SS format; display-only. |
Pick slips |
The number of pending pick slips, number of units on pending pick slips, and merchandise dollars for pending pick slips. Pending pick slips are pick slips that have not yet been billed, not including pick slips voided, waiting for authorizations, or suspended. The system increases the pending pick slip number, units, and dollars for drop ship orders if the drop ship output defined for the vendor is drop ship pick slip; if the drop ship output defined for the vendor is drop ship purchase order or collaborative shipping, the system only increases the total units and total dollars pending and does not increase the total number pending. Number The total number of pick slips pending. From the Pending picks number from the Fulfillment Order Control Summary file. Units The total number of units on pending pick slips. From the total of the Open printed quantity and Held printed quantity in the Fulfillment Order Control Summary file for the most recent transaction date. |
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Dollars The merchandise dollar total of items on pending pick slips. From the total of the Open printed dollars and Held printed dollars from the Fulfillment Order Control Summary file. Number fields: numeric, 9 positions; display-only. Dollar field: numeric, 11 positions with a 2-place decimal; display-only. |
Screen Option |
Procedure |
Update the operation totals on the screen |
Press F7 to update the operations totals. |
Review order summary information by date or select a date for which you want to view detailed order summary information |
Press F8 to advance to the Display Operations Control Summary Screen. |
Update totals for order recap information on the first Operations Control Summary screen as well as totals for Fulfillment orders, and print the Order Control Report and the Fulfillment Operations Control Report for the current date |
Press F9 to submit the batch job ORD_CONTRL, which will update the information in the lower part of the screen (Order Recap information). After the batch job is completed, you must press F7 to view the changes. This batch job also prints the Operations Control Report for the current date and the Fulfillment Operations Control Report. Note: This option is not available when you display this screen for dates other than the current date. If you try to use this option for past dates, the system displays the following error message: Update cannot be submitted for a prior date. |
| Ship Via/Item Detail Report | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Fulfillment Operations Control Report |
CS06_05 CWDirect 18.0.x 2018 OTN