Order#

A unique number assigned by the system to identify an order.

Numeric, 8 positions; display-only, assigned by the system.

Ship To #

Unlabeled field to the right of the order number. The number assigned to the shipping address on the current order. The system assigns a sequential ship-to number to every order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only, assigned by the system.

Ln# (Line number)

The number assigned to this item on the order.

Numeric, 3 positions; display-only.

Sts (Status)

The current status of the item detail line. The status field is Open or Soldout during Order Entry:

Open Status

An item is assigned an open status when it is added to an order and it is currently “active” in your inventory.

If a partial quantity of the item is sold out on the order line, the order line status is still open. The order line and order totals reflect the line quantity that is reserved or backordered, but do not reflect the soldout quantity.

Other Statuses

There are several other item detail line status codes that are assigned by the system at other points during the life of an order detail line, including:

• Soldout

• Canceled

• Closed (item was shipped to customer)

• Error (the item ordered through a phone service contained data errors that you must correct)

• Express bill (no pick slip produced for item, because item already removed from inventory; order moves directly to billing status).

Alphanumeric, 9 positions; display-only, assigned by the system.

B/O (Backorder reason)

The reason why this item was backordered, as determined by the system.

Valid values are:

• Future order

• Item not in warehouse

• No warehouse specified

• Not enough (inventory) available in warehouse

• Reservation bypassed

• SKU reserve limit exceeded

The system assigns a backorder status to items that could not be fulfilled (no on-hand inventory available for the item).

Note: This field does not appear on the screen if the item was available and could be reserved.

Alphanumeric, 25 positions; display-only, updated by the system.

Ofr (Offer code)

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

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

Related System Control Values

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

• The system automatically overrides the offer for an item if the Override Offer/Page/Alias on Order Detail (E72) system control value is set to Y and the item does not contain a page/alias in the offer used on the order.

• The cursor positions to the offer field, which is blank, if the Position Cursor on Offer Field in OE/OM (F91) field is set to Y.

Alphanumeric, 3 positions; required.

Item

The code for a unit of inventory. Items are defined in and validated against the Item file.

Note:

• An item alias displays if the customer ordered using an alias and the Display Item Alias (D56) field in the System Control file is set to Y.

• See Adding Different Types of Items to the Order for information on adding a new item to the order.

Alphanumeric, 12 positions; display-only or required.

SKU

A code that identifies the style of the item, such as its color or size.

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

Qty (Quantity ordered)

The number of units of this item being ordered, excluding any units sold out. You can change the quantity ordered, but you cannot change a positive to a negative or vice versa or a message appears: Order qty may not be changed between (+) / (-).

Instead, you must delete and reenter the item. If you change the quantity of a set or continuity item, the change is also reflected in the component items.

The Maximum Order Quantity (C60) field in the System Control value controls the maximum value you can enter in the Quantity field; additionally, the Allow Maximum Order Quantity Override (A70) secured feature controls whether individual users can exceed this maximum.

Note: You cannot change the quantity of the Pre Billed Amount Item (J72).

Numeric, 5 positions; required.

Price

The actual selling price of a single unit of the item, either calculated by the system or entered on the line as a price override.

The Price Overrides (A23) secured feature controls whether you can update the price defined for the order line; if you do not have authority to this secured feature, the Price field is display-only.

If you enter a price override, you must also enter a price override reason code in the Ovr (Price override reason code) field.

You can define a maximum percentage operators can discount an item by entering a percentage in the Price Override Limit Percent (E55) system control value. The system uses the price defined in the item/offer to determine whether the price override exceeds the percentage. The override limit applies only to prices that are lower than the item/offer price. This is helpful in reducing the possibility of fraud by order entry operators.

Price Override Example

The system uses this calculation to determine the percentage of the price override:

(offer price - price override entered)/offer price * 100 = price override percentage

Example:

price override percentage = 10%

offer price = $40.00

price override = $35.00

(40.00 - 35.00) = 5.00

5.00/40.00 = .125

.125 * 100 = 12.50 (12.50 exceeds the 10% price override)

A message indicates if an operator enters a price that is less than the percentage allowed: Entered price exceeds override limit.

The Override Price Override Limit (A64) secured feature controls the ability for operators to override the percentage defined in the Price Override Limit Percent (E55) system control value.

Negative Prices

The Allow Negative Prices in Order Entry (E97) system control value controls whether you can enter a negative item price. If you enter a positive item quantity, a negative price produces a credit; with a negative quantity, a negative price produces an invoice.

Maximum Value

The Maximum Order Line Value (E98) field in the System Control value controls the maximum dollar value of a line you can enter; additionally, the Allow Maximum Order Line Value Override (A69) secured feature controls whether individual users can exceed this maximum.

Alternate currency pricing

You can enter or review the price in the alternate currency by pressing F10 if the order is associated with an alternate currency; see Using Alternate Currency Pricing.

Numeric, 7 positions with a 2-place decimal; required, calculated by the system.

N/C (“No charge” flag)

This value controls whether to charge the customer charged for the item.

Valid values are:

Y =Item is given to the customer at no charge.

blank =The customer pays for the item.

If you set this field to Y, the order totals are not increased, no charge prints for the item on the pick slip, and the customer will not be invoiced for the item. Also, you must enter a price override reason code in the Ovr (Price override reason code) field.

The Price Overrides (A23) secured feature controls whether you can update the no charge flag for the order line; if you do not have authority to this secured feature, the No charge field is display-only.

Pre-billing: The Pre Billed Amount Item (J72) always has this flag set to Y. See the Pre Billed Amount Item (J72) system control value for a discussion.

Alphanumeric, 1 position; optional.

Ovr (Price override reason code)

A code that represents the reason for overriding the item price or giving the item to the customer at no charge. The system uses this code to post the discount (between the advertised or system price and the selling price) to the correct G/L account. Also, this helps you identify who performed the price override.

Price override reason codes are defined in and validated against the Price Override Reason file.

The Price Overrides (A23) secured feature controls whether you can override the item price; if you do not have authority to this secured feature, the Price override reason code field is display-only.

If you make any changes to the order that will result in changing whether the order is subject to VAT, the system will reprice each item accordingly and recalculate tax as well. However, this update does not take place for any line with a price override, whether the override was made by a user or by the system (for instance, for a price table premium). You must delete the line and reenter it to correct the price and tax information.

If the Default Price Override Reason for Warranty Items (G01) system control value contains a price override code, the system defaults this price override code to this field when an operator enters a warranty item.

Pre-billing: The Price Override Reason for Pre Billed Amount Item (J73) system control value determines the code to use for the Pre Billed Amount Item (J72). See the Pre Billed Amount Item (J72) system control value for a discussion.

Alphanumeric, 1 position; required if overriding a price or selling item at no charge.

Cpn (Coupon)

This value indicates whether a coupon is being redeemed for this item.

Y = The customer is using a coupon for this item.

N (default) = The customer is not using a coupon towards the purchase of this item.

You can enter a coupon for an item during Order Entry, for example, if you include a coupon in your catalog that the customer can use towards a purchase.

If you enter Y here, you must also enter the amount of the coupon in the Coupon amt field. The dollar amount of the coupon will be subtracted from the price of the item and *Coupon Item Price will display on this screen as the pricing method.

Note: For a coupon to be applied to an item, the Pricing Values (B31) in the System Control file must use the COUPON/ITEM pricing method (or it should be near the top of the pricing hierarchy) or you should use Best Way Pricing (A78) so that the system can give the item to the customer at the lowest available price.

Alphanumeric, 1 position; required.

Coupon amt (Coupon amount)

The value of the coupon being applied against this item. The system subtracts this amount from the item's price.

You must set the Cpn (Coupon) field to Y if applying a coupon against an item.

Numeric, 7 positions with a 2-place decimal; required if using a coupon.

Description (Unlabeled field below Item field)

The description of the item.

Alphanumeric, 25 positions; display-only.

Pricing method

The method used to calculate the price for the item, controlled by:

• The pricing hierarchy in the System Control file

• The pricing method associated with the source code used on the order or entered for the item

• A price override on the item

Pricing Methods

• Column Price

• Offer Price

• Special Source Price

• Regular Pricing Hierarchy

• Price Table

• Contract Price

• Quantity Break Price

• Price Override

• Regular Pricing Hierarchy, Plus Repricing

• Coupon/Item Price

• Quantity/Break Item

• “No Charge”

• Item Cost

• Customer Discount %

• Volume Discount

• “No Charge/No Cost”

• Price Codes

Alphanumeric, 25 positions; display-only, updated by the system.

Offer price

The price of the item in the catalog, before applying any additional discounts or repricing. If the order was subject to VAT and tax-inclusive pricing, in which any tax is included in the Hidden tax field rather than the Tax bucket on the order, the offer price presented here is the tax-inclusive offer price.

The Price Overrides (A23) and Override Offer Price (B20) secured features control whether you can update the offer price for the order line; if you do not have authority to either of these secured features, the Offer price field is display-only.

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

Pre-disc. price (Pre-discount price)

The item price before applying any coupons or dollar discounts by source or offer, if the Prorate Dollar Discounts and Coupons (D90) field in the System Control file is set to Y, but after applying other discounts and repricing.

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

Discount eligibility: The system uses the pre-discount price to evaluate whether the order qualifies for certain discounting methods that have a minimum dollar value, such as promotions. See Apply Loyalty at the End of Order (J35) for a discussion.

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

Duty

The amount of duty on the item. Duty is a tax based on the item and the country where you are shipping the item. On other screens in Order Entry and Maintenance, the duty is generally included with the special handling total on the order.

The system determines whether to add duty by comparing the item's harmonize code with the harmonize code defined for the country's duty rates. The system calculates duty, if it finds a match, based on the percentage or per-unit amount defined for the duty rate. See Customer Service Setting Up the Country File (WCTY) for a complete discussion of defining and using duty charges for a country.

When the system adds duty to the order for an item, it also writes an order line message.

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

Ship via

The shipper that will deliver this item to the customer.

Leave this field blank if you want to use the shipper defined for the order.

Enter a different ship via code here only if you want to ship this particular item by another shipper. For example, you can change an item on an order to express bill by entering an express bill code. When you express bill an item, a pick slip does not print and no shipments occur for the item.

An error message indicates if you change an item on an express order to ship non-express: Ship Via must be an Express Bill.

Ship via codes are defined in and validated against the Ship Via file; see Fulfillment Working with Ship Via Codes (WVIA). Additionally, ship via codes are validated against the SCF/Ship Via file, which ties together shippers and geographic locations. You need to set up valid carriers for each SCF prior to Order Entry. See Fulfillment Working with SCF/Ship Via Values (WSHV).

Item Ship Via Overrides

Item ship via overrides define the shippers eligible to ship the item to its destination. If ship via overrides exist in the Item Ship Via Override file for an item on the order, the system evaluates the ship via you define for the order line to determine if the ship via is eligible to ship the item. Additionally, if you prompt on the Ship via field, the Work with Item Ship Via Overrides screen lists only those ship vias eligible to ship the item.

If the ship via you enter is not defined in the Item Ship Via Override file for the item on the order, the Ship Via Overrides for Item Window opens, requesting you to select an eligible shipper to assign to the item on the order line. Additionally, if you do not define a ship via on the order line, the system evaluates the ship via on the order header to determine if it is eligible to ship the item.

If item ship via overrides do not exist for the item, you can define any valid ship via code in this field. See Working with Item Ship Via Overrides for more information on defining eligible shippers for an item.

Numeric, 2 positions; optional.

Extension

The actual selling price of the item multiplied by the quantity ordered, excluding any sold out units.

Numeric, 11 positions with a 2-place decimal; display-only, calculated by the system.

Arrival date

The date on which the customer wants to receive this item. The arrival date entered here overrides the arrival date defined for the order.

The arrival date is initially set to the current date for each item; however, you can enter some future date on this screen to delay shipment of the item.

The system defaults a future ship arrival date to an item defined with a future ship status, if the item's status code matches the code defined in the Future Orders Item Status (E52) field in the System Control file. The future arrival date that defaults for this item is taken from the date defined in the Default Future Orders Arrival Date (E53) field in the System Control file.

Note: The arrival date cannot be earlier than the current date.

The arrival date controls:

• Whether the item is reserved

• Whether a pick slip prints for the item

Influence on Reservation

The arrival date for the item controls whether inventory is reserved. The system uses this calculation:

Arrival date - Reservation lead days = Date

The system does not reserve inventory if the date determined by this calculation is greater than today's date. The system identifies the item as a future order and assigns a backorder status to the item.

The Reservation Lead Days (B27) value is defined in the System Control file.

The Evaluate Future Orders program runs each evening during a periodic process to evaluate each item identified as a “future order.” The system reruns the arrival date calculation. The system reserves the required inventory based on the order date if the system-calculated date is less than or equal to today's date.

Influence on Pick Slip Generation

The item's arrival date also controls whether pick slips are printed.

The system uses this calculation:

Arrival date - (Pick processing days + Transfer lead days + Lead days) = Date

The system generates a pick slip for the item if the date resulting from this calculation is less than or equal to today's date; otherwise, the system does not print the pick slip.

The system considers this information:

What are the Pick Processing Days (B37) in the System Control file?

How many days, on average, it takes your company to print a pick slip for an item. This is your internal lead time.

What are the Transfer days in the Warehouse Drop Point file?

The number of days it takes to ship an item from the drop point, such as a distribution center or a drop point where another shipper picks up the package to deliver it to its destination to save shipping charges.

What are the Shipping lead days in the SCF/Ship Via file?

The number of days it takes a shipper to deliver the item to this geographic location (first 3 positions of the postal code).

When you run the Pick Slip Generation program, the system evaluates the arrival dates on all item detail lines to determine when a pick slip can be printed.

Numeric, 6 positions (MMDDYY format); required.

Source

A code used to identify a segment of your customer base or a rented list to whom you mail a catalog. The source code prints on the catalog mailing labels next to the customer's name.

A source code entered here overrides the source code entered on the order header screen. The source code on the order header determines shipping and item pricing; the source code on the order detail line is used to track demand.

Prompting for a source code

Press F4 at this field to obtain a list of current source codes. Only the source codes whose Display on O/E (Display in Order Entry) fields are set to Y appear.

Restricted source codes

During Order Entry, you must use only unrestricted source codes (Restricted = N in the Source Code file). A source code may be identified as “restricted” when:

• The source code is obsolete; no new orders can use this source code.

• The source code contains errors

• The source code was created by mistake.

Initially, all new source codes are unrestricted. When Initializing an Offer (MOFI), however, you can restrict all source codes associated with a particular offer until the offer is in effect.

Capturing the Source Code

The system writes the source code used by a new customer to the Original source code field in the Customer record.

If the Update Original Source Code for Recipient Customers (F90) system control value is set to Y, the system writes the source code defined for the sold to customer to the Original source field for a recipient customer.

The system also writes the source code to the Current source code field in the Customer record for new and existing customers. The system updates this field each time the customer places a new order from a different source code.

Capturing Demand

If you override the source code for an item, the system updates demand for the new source code for this order line. Demand represents the dollar amount and number of orders.

A source code may default to this field automatically, based on the settings of the following system control values:

• Load Source from Mailing History (D20)

• Use Source Code from Order Header When Creating Order Lines (D73)

• Default Offer Source Code to Order Detail Line (G28)

• Update Source Code from Mail History (J94)

Source codes are defined in and validated against the Source Code file. See Marketing Working with Source Codes (WSRC).

Alphanumeric, 9 positions; required.

Exp ship date (Expected shipment date)

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

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

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

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

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

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

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

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

Numeric, 6 positions; display-only.

C/G (Coordinate group code)

A number that you can enter to force 2 or more items to ship together. The system does not print pick slips for these items until they are all available. You must use the same ship via for all items assigned to the same coordinate group.

The system assigns a coordinate group to items on a ship complete order (the Ship complete flag on the Order Properties screen is set to Y), based upon each item's arrival date if the Generate Coordinate Groups at Pick Gen for Ship Complete Orders (E10) field in the System Control file is set to Y. The system overrides any coordinate groups you assigned to items before you generated pick slips and assigns a new coordinate group based upon arrival date; each item with the same arrival date receives the same coordinate group code. See Fulfillment Reviewing Other Reservation Conditions.

Coordinate Group 999

This number is reserved for the accessory coordinate group. Coordinate group 999:

• Does not coordinate group items that are assigned to coordinate group number 999 on the same order together. Example: If an order contains an in stock item assigned to coordinate group 999, an out of stock item assigned to coordinate group 999, and another in stock item that is not assigned to a coordinate group, the system will print a pick slip for the two items that are in stock instead of holding the item assigned to coordinate group 999 until the other item assigned to coordinate group 999 is available.

• Prints a pick slip for items assigned to coordinate group 999 only if there are other shippable items on the order. However, if the items assigned to coordinate group 999 are the only items on the order remaining to ship, the system will print a pick slip for the items. Example: If an order contains an in stock item assigned to coordinate group 999, another in stock item assigned to coordinate group 999, and an out of stock item that is not assigned to a coordinate group, the system will not print a pick slip for the in stock items until the out of stock item is available.

Numeric, 3 positions; optional.

Freight

The shipping charge for this item. You can enter a freight override only if the current source code uses one of these line-level freight methods:

• Flat Rate by Item (FI)

• Flat Rate/Quantity (FQ)

• Flat Rate/Item Source (FS)

• Item (I)

• Weight (W)

This freight charge overrides the system- calculated freight charge for this item.

Freight Method Validation

If you enter a freight override here, the system checks the freight method for the Source and displays a message if you are not using a line-level freight method: Freight charge (xx.xx) cannot be overridden - order level freight method.

In response to this message, you must remove the freight override or change the source code on the order to one that uses a line-level freight method.

Source Code Override at Line Level

If you override the source code at the item level, make sure you update the offer code appropriately. Demand (the number and dollar amount of orders for this item) will be attributed to the source code/offer at the item level, if you perform an override.

This source code override is used only for historical updates and has no effect on how freight and prices are calculated.

Freight Exempt Items

The system checks the Item Freight Exemption file for freight exempt items when the Use Item Freight Exemption File (E73)system control value is set to Y. See Working with Freight Exempt Items (WFEI) for an overview and the required setup.

Alternate currency pricing

You can enter or review the freight amount in the alternate currency by pressing F10 if the order is associated with an alternate currency; see Using Alternate Currency Pricing.

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

G/W (Gift wrap flag)

This value indicates whether this item will be gift wrapped.

Valid values are:

Y = Gift wrap item

N (default) = Do not gift wrap item

The Gift wrap field in the Item/Offer record determines whether the item is eligible for gift wrapping. If so, the G/W price (Gift wrap price) field contains the charge for gift wrapping, if any.

Items marked for gift wrapping are identified on the pick slip with the literal Gift Wrap, along with the gift wrapping charge.

Alphanumeric, 1 position; required.

S/H code (Special handling code)

A code that represents some type of work to perform on the item, such as monogramming, alterations, engraving, etc. A code defaults here if it was specified for the item/SKU offer, or if you have already specified special handling for the item.

You can mark the item for special handling only if the item is eligible for it (Special handling = Y in the Item/Offer or SKU/Offer file).

If you press F4 here, only special handling codes are listed on the prompt screen. Special handling codes are defined in and validated against the Additional Charges file. See Customer Service Establishing Additional Charge Codes (WADC).

The special handling instructions screen opens if the item is flagged for special handling. At this screen, you can enter notes about how to work on the item. Also, depending on the special handling format and your authority, you may be able to enter or override a charge for this work. See Work with Special Handling Screen or the Work with Custom Special Handling Screen.

Note: You do not advance to a special handling screen if the special handling code is flagged to suppress the display of the screen, based on the setting of the Suppress S/H window field; however, any related handling charges will be added to the order.

The special handling instructions and special handling charge may print on the pick slip, depending on which pick slip print program you use.

Special handling validation

If you enter a special handling code, the system verifies that the Item or SKU Offer is flagged for special handling; otherwise, a message indicates: Special handling is not valid for this item in this offer.

Alphanumeric, 2 positions; optional.

S/H charge

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

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

• the Item or SKU Offer (standard or custom special handling)

• the special handling format (custom special handling only)

• a special handling charge break

Hierarchy:

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

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

3. Otherwise, if there are any feature option prices selected for a custom special handling format, apply those prices.

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

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

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

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

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

This charge is added to the Handling total on the order.

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

Alternate currency pricing

You can enter or review the special handling charge in the alternate currency by pressing F10 if the order is associated with an alternate currency; see Using Alternate Currency Pricing.

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

Future order

This value indicates whether the system will reserve inventory for this item based on its arrival date. No items are reserved for “future orders” until a later date.

Valid values are:

Y = Item is a “future order” and inventory will not be reserved.

N = Item is a “current order” and inventory will be reserved.

Identifying Future Orders

The system subtracts the Reservation Lead Days (B27) value in the System Control file from the arrival date entered on the order or for an item. If this date is greater than today's date, the system will not reserve inventory for the order or item, because it is too soon.

Reserving for Current Orders

The Evaluate Future Orders program runs daily to determine whether future orders are eligible for reservation, based on the arrival date calculation. If so, the item detail line is identified as a “current order” and inventory will be reserved.

See the Arrival date field for more information about how the arrival date controls reservation and pick printing.

The system updates the Future order field automatically.

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

Warehouse

The warehouse to ship this item from.

The warehouse you enter in this field overrides:

• the warehouse defined on the order header

• the warehouse defined in the warehouse list associated with the SCF of the order ship to

• the primary warehouse defined for the item in the Item file

See Working with Warehouse Lists (WWHL).

You can override the warehouse for an order line using the F6 option on the Work with Order Lines Screen (Adding Items to the Order).

Warehouses are defined in and validated against the Warehouse file. See Warehousing Creating and Maintaining Warehouses (WWHS).

Reserving against a non-allocatable warehouse: If the Reserve from Non-Allocatable Warehouse (J25) system control value is set to Y, the system allows you to reserve inventory against a non-allocatable warehouse. You can define a non-allocatable warehouse in the Retail warehouse field for the order type; any orders entered for this order type will default the non-allocatable warehouse to the Warehouse field on the order/order line to reserve against the non-allocatable warehouse. If the item is not in stock, the system will backorder the item against the non-allocatable warehouse.

Numeric, 3 positions; display-only.

HDL (Home Delivery Service)

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

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

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

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

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

Numeric, 3 positions; display-only.

Cancel date

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

The system uses this calculation:

Cancel date

-Lead days (System Control file)

-Transfer days (Warehouse/Drop Point file)

-Lead days (SCF/Ship Via file)

Date to stop reserving stock

Any items that have not shipped before this date are included on the Order Cancellation List along with the customer's name and telephone number. Customer Service uses this report to contact each customer to see if they still want the item; otherwise, the item should be canceled.

Numeric, 6 positions (MMDDYY) optional.

Affect inv (Affect inventory?)

This value indicates whether the quantity available to sell (on-hand quantity) of the item will be reduced during order entry.

Valid values are:

Y (default for a regular item) = Inventory levels will be affected during order entry and when you ship the order. During order entry, reserved and open inventory will be increased and available inventory will be reduced; when you ship the order, on-hand inventory, pickable inventory, open inventory, reserved inventory and total inventory across all warehouses will be reduced.

N (default for a Non/inv (Non inventory) item) = Inventory levels will not be affected.

If this field is set to N, the system will not generate a pick slip for the item if all other items on the order are backordered; when one or more backordered items are available, the system will generate a pick slip for the non-inventory item as well as for the available item(s).

Drop ship items: You cannot change the Affect inventory flag to N for a drop ship item: Affect Inventory flag must be Y for Drop Ship Items.

Alphanumeric, 1 position; required.

Drop ship

This value indicates whether this item is a drop ship item, which is an item that you do not sell from your own inventory. Instead, drop ship items are ordered from and shipped from a vendor.

Drop ship items are not usually available for Reservation. Instead, special drop ship pick slips print for orders with drop ship items. You mail the drop ship pick slips to your vendor so the vendor can ship the items to your customers.

Additionally, drop ship items must be billed a special drop ship billing program. This is necessary because you have to wait for notification from the vendor that the drop ship items have shipped. At this point, you can charge the customer for the item.

You can define an item as drop ship using the Drop ship flag at the item level or SKU level.

Valid values are:

D = Item/SKU is a drop ship item.

blank = Item/SKU is a regular item.

Alphanumeric, 1 position; display-only.

Priority

This value is used by the Evaluate Backorders program to match items to backorders or the Batch Reservation program to reserve inventory after Order Entry. A value defaults to this field if a priority was entered or defaulted into the Priority on the order header; and this field, in turn, defaults from the B/O priority (Backorder priority) field for the source code.

Immediate Reservation

If you use Immediate Reservation, this value determines the sequence in which orders with backordered items receive inventory. The Evaluate Backorders program uses the priority to determine which backordered items receive stock first.

Batch Reservation

If you use Batch Reservation, the priority determines the sequence in which orders will receive inventory. The orders with the highest priority receive inventory first.

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

0 = Lowest priority.

9 = Highest priority.

See Fulfillment Reviewing Reservation Types.

Numeric, 1 position; optional.

Bypass rsv (Bypass reservation)

This value indicates whether this item will be reserved during Order Entry if inventory is available. Otherwise, you must use Working with Interactive Reservation (MIRV) to selectively reserve this item on each order that contains this item. Interactive Reservation is typically used for preferred customers or customers who buy in high volume.

Valid values are:

N (default) = Do not bypass reservation.

Y = Bypass reservation; use Interactive Reservation to reserve inventory for this item.

This value may default from the Item file if the item is set up to bypass reservation because it is available in a limited quantity or it is a limited edition.

Alphanumeric, 1 position; required.

Page/letter

This field contains the page number and letter used to identify the item in the catalog, if using page/letter assignments in your catalogs instead of item numbers.

Page/letter codes are defined for an item in the Item/Offer file. See Merchandising Assigning Items/SKUs to Offers.

Alphanumeric, 6 positions; display-only.

Cost override

An override to the base cost of the item, as defined in the SKU file. You can override the cost of an item when you place a special order from your vendor for the customer. The cost override ensures that your gross margin is accurate.

You cannot override the cost if you use FIFO costing. See Warehousing FIFO Costing Overview.

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

G/W $ (Gift wrap charge)

The cost to gift wrap the item, if any. This value may default from the G/W price (Gift wrap price) field in the Item/Offer file.

A charge appears here only if the item is being gift wrapped (G/W = Y).

This is the per unit charge to gift wrap the item. This charge is multiplied by the quantity ordered. This value is added to the handling charge total on the order.

Numeric, 7 positions with a 2-place decimal; display-only, updated by the system.

Add'l frt (Additional freight)

The additional charge to ship this item, if one was defined for the shipper.

If, in the Ship Via file, the shipper is set up to use additional charges only, the charge entered here will be used. Otherwise, the additional charges will be added to the regular shipping charges, up to the maximum charge defined in the $Limit field in the Ship Via file.

For example, you may be charged an additional amount for overnight or express shipping. See Fulfillment Working with Ship Via Codes (WVIA).

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

Tax

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

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

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

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

Hidden tax

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

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

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

It is possible for the hidden tax for an item to exceed the price you charge the customer if you have defined hidden tax for the item as an amount rather than a percentage of the item price.

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

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

G/M (Gross profit margin)

The amount of the item's price that exceeds the cost of the item. You can use gross margin to determine the profit of an item on an order based on the item's selling price, or to determine the profit of an entire order.

The Display Gross Margin (A65) secured feature controls whether to display this field in order entry, maintenance, inquiry and item availability.

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

G/M% (Gross profit margin percentage)

The percentage of the item's price that exceeds the cost of the item. You can use gross margin to determine the profit of an item on the order based on the item's selling price, or to determine the profit of an entire order.

The Display Gross Margin (A65) secured feature controls whether to display this field in order entry, maintenance, inquiry and item availability.

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

Quantity reserved

The number of units of the item reserved. This is the only Quantity field that is updated during Order Entry.

The system may reserve inventory from a single warehouse or over multiple warehouses, depending on the existence of a warehouse list for the SCF of the order ship to address and the setting of the Split Line Over Multiple Warehouses (B19) system control value.

Using Immediate Reservation

If using Immediate Reservation (A64), inventory is reserved on a first-come, first-served basis (FIFO) in the specified warehouse (at the order detail line level, the order level, or from the warehouse list for the item) as you add the item to the order.

Using Batch Reservation

If using Batch Reservation, no inventory is reserved until you run the Batch Reservation program, in which the system determines which orders receive inventory based on order date, reservation priority, etc.

The Batch Reservation program runs before the picks are printed when you select the Pick Slip Generation program.

Using Interactive Reservation

If using Interactive Reservation, no inventory is reserved until you run the Interactive Reservation program to selectively reserve inventory for preferred customers or customer who buy in high volume. Only the customers designated to bypass reservation (the Hold/bypass/fraud field for the customer = B) are eligible for Interactive Reservation.

Influences on Reservation

Reservation occurs only if:

• The order is not a future order -- the system- calculated date is less than or equal to today's date (see the Arrival date field).

• The Customer record does not contain a B in the Hold/Bypass/Fraud field; this field controls whether the customer is eligible for Immediate Reservation or Batch Reservation or limited to Interactive Reservation.

• The quantity ordered of the item is not greater than or equal to the value in the Reserve qty (Reserve quantity limit) field for the item

• The item is not frozen (Reservation freeze = N in Item Warehouse file)

• Reservations can be performed against the warehouse (Allocatable flag = Y for the warehouse)

When the item is reserved...

If the item is available in the specified quantity, the system reserves the inventory so that no other order can take it and increases the reserve quantity in the Item/Warehouse record in the designated warehouse.

When the item cannot be reserved...

If no quantity is available for the item, the Rsv field is not on the initial Order Entry screen and the quantity ordered is indicated in the Avl field as a negative number. The system backorders the item and updates the detail line with a backorder reason of No allocate.

When the item is partially reserved...

If the entire quantity ordered is not available for the item, the quantity that is available is reserved (and indicated in the Rsv field) and the quantity unavailable is backordered (and is a negative number in the Avl field). The system updates the detail line with a backorder reason of Not enough avail in whse.

The system updates the B/O field on the Select Item Relationships Window if there is not enough inventory available to reserve the entire quantity ordered on the order detail line and the Avl value is negative.

Numeric, 5 positions; display-only, updated by the system.

Quantity printed

The quantity of this item printed on pick slips.

This field is blank during Order Entry, but is updated after Pick Slip Generation.

You can review the quantity printed through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity shipped

The number of units of this item that have been shipped.

An item on an order is identified as “shipped” through the Confirmation program. Only items for which pick slips have been generated are eligible to be shipped.

This field is blank during Order Entry.

You can review the quantity shipped through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity returned

The number of units of this item on this order that have been returned. Only items that have been shipped can be returned.

This field is blank during Order Entry. You can review the quantity returned through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity canceled

The number of units of this item that have been canceled from this order through Order Maintenance.

This field is blank during Order Entry. You cancan review the quantity canceled through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity sold out

The number of units of this item on this order that have been identified as sold out.

Sell Out in Order Entry

You can identify an item as sold out during Order Entry if the item is unavailable and the customer wants to cancel the item from the order. Instead of simply deleting the item from the order and losing true demand, enter 13 next to the item to have an accurate count of the number of orders for this item. Based on this figure, you might increase the quantity ordered from your vendor.

You cannot sell out an item that has been reserved.

Sell Out Item Automatically

In the Item file, you can mark an item as a sold out item by entering a value in the S/O control field. Some items will sell out:

• Immediately

• Immediately, when the item is no longer available in the warehouse (on-hand = 0)

• Immediately, when the item is no longer available in the warehouse and you no longer have outstanding purchase orders for this item from your vendors (on-hand = 0 and on-order = 0).

You can specify the quantity of the item that you expect to receive in returns, and that you will use to fulfill backorders. The system checks the projected return field only if the item has a soldout control status of 2 (include on-order quantity on purchase orders); see Customer Service Working with Soldout Controls (WSLD).

This field is updated during Order Entry if the item is sold out immediately; otherwise, the system updates this field when you use Processing Auto Soldout Cancellations (MASO).

Numeric, 5 positions; display-only, updated by the system.

Reserved date

The date on which the system reserved the item on this order.

Numeric, 6 positions (MMDDYY format); display-only, updated by the system.

Printed date

The date on which the system printed pick slips for this item on this order.

This field is blank during Order Entry and is updated after Pick Slip Generation.

You can review this field through Order Maintenance or Order Inquiry.

Numeric, 6 positions (MMDDYY format); display-only, updated by the system.

Shipped date

The date on which the item was confirmed for shipment.

This field is blank during Order Entry.

You can review this field through Order Maintenance or Order Inquiry.

Numeric, 6 positions (MMDDYY format); display-only, updated by the system.

Returned date

The date on which a return was entered for the item on this order.

This field is blank during Order Entry.

You can review this field through Order Maintenance or Order Inquiry.

Numeric, 6 positions (MMDDYY format); display-only, updated by the system.

Canceled date

The date on which a quantity ordered of this item was canceled through Order Maintenance.

This field is blank during Order Entry.

You can review this field through Order Maintenance or Order Inquiry.

Numeric, 6 positions (MMDDYY format); display-only, updated by the system.

Sold out date

The date on which the item was sold out on this order, either during Order Entry or automatically by the system.

The date can reflect the item entry date (if the item was sold out immediately during Order Entry) or a later date (if the item was sold out through Processing Auto Soldout Cancellations (MASO)).

Numeric, 6 positions (MMDDYY format); display-only, updated by the system.

Item

The code for a unit of inventory that you sell.

Item codes are defined in and validated against the Item file.

Alphanumeric, 12 positions; display-only.

SKU

The style associated with the item, such as its color or size.

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

Description (Unlabeled field to the right of the Item/SKU fields)

The description of the item.

Alphanumeric, 25 positions; display-only.

Whs (Warehouse code)

The warehouse into which this item will be received, as defined during Purchase Order Entry or updated through Purchase Order Receiving.

Warehouses are defined in and validated against the Warehouse file; see Warehousing Creating and Maintaining Warehouses (WWHS).

Numeric, 3 positions; optional.

PO #

The open purchase order on which this item was ordered. Held purchase orders are not listed.

Numeric, 7 positions; display-only.

Ln #

The line number on the purchase order on which this item was ordered.

Numeric, 3 positions; display-only.

Vendor#

The code for the supplier from whom you purchase products or services.

Vendors are defined in and validated against the Vendor file; see Merchandising Working with Vendors (WVEN).

Numeric, 7 positions; display-only.

Name

The vendor's name.

Note: This field is blank if the Vendor Name Display (D41) field in the System Control file is set to N.

Alphanumeric, 30 positions; display-only.

Qty due

The number of units of this item ordered that are not already used by backorders.

This value is updated through the P.O. Layering program. See Customer Service Purchase Order Layering and Backorder Notifications.

Numeric, 7 positions; display-only.

Date (Expected delivery date)

The date when the item is due to be received from the vendor. From purchase order entry, or calculated using the Lead days from the Vendor/Item record. The system clears the expected delivery date once you receive the purchase order.

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

This field is blank if the item has been reserved or if there are no outstanding purchase orders for this item.

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

Item

The code for a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

SKU

The style of the item, such as its color or size.

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

Total avail

The quantity of the item that is available to sell in your shippable warehouses.

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

Numeric, 7 positions; display-only, updated by the system.

Whs

The warehouse in which the item is currently available to be sold.

Warehouse codes are defined in and validated against the Warehouse file.

Numeric, 3 positions; display-only.

Description

The description of the warehouse.

Alphanumeric, 30 positions; display-only.

Avail (Available)

The quantity of this item currently available to be sold in the warehouse.

Numeric, 7 positions; display-only, updated by the system.

B/O (Backorder quantity)

The quantity of this item currently backordered in the warehouse. This means that the item was ordered on previous orders, but was not available for sale. Usually purchase orders are placed with your vendors for these backordered items.

A negative sign indicates that the item is backordered.

Numeric, 7 positions; display-only, updated by the system.

Open PO

The total quantity of this item in this particular warehouse that is due to be received on unreceived or partially received purchase orders.

Purchase Order Entry increases this value; Purchase Order Receiving decreases this value.

The value in this field enables you to estimate when the item will to be received.

Numeric, 7 positions; display-only, updated by the system.

Item

The code for a unit of inventory.

Alphanumeric, 12 positions; display-only.

SKU

The style of the item, such as its color or size.

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

Description (Unlabeled field below the Item/SKU fields)

The description of the item.

Alphanumeric, 25 positions; display-only.

Offer

The code for the catalog, newspaper, or space advertisement from which you accept orders.

Offers are defined in and validated against the Offer file. Use the Item/Offer file to identify which items are carried in the offer. Also, use the Item Prices file to define price breaks for the item in the offer.

Alphanumeric, 3 positions; display-only.

Description

The description of the offer.

Alphanumeric, 30 positions; display-only.

Effective (Effective date)

The starting date for the item price break in this offer.

This item quantity discount is available until the next effective date, if any.

This date is defined in the Effective date field in the Item Prices file.

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

Qty (Quantity)

The quantity of the item that must be purchased to receive the price break. Any SKU ordered for this item is counted towards this quantity.

This number is defined in the Quantity field in the Item Prices file.

If the quantity is 1, you are offering your customers an automatic discount if they purchase this item. If the quantity is greater than 1, your customers must purchase several units of the item (such as in different colors) to receive the price break.

Customers assigned to the pricing column defined here receive the quantity break price automatically regardless of the quantity ordered.

Numeric, 7 positions; display-only.

Price

The selling price of the item for your regular customers who order the required quantity of the item or who belong to the appropriate pricing column.

Items eligible for the price break are repriced automatically and the system updates the pricing method field with *Quantity Break Price.

Numeric, 7 positions with a 2-place decimal; required, calculated by the system.

Assoc

The selling price of the item for your associate customers (Associate = Y in the Customer file) who order the required quantity of the item or who belong to the appropriate pricing column.

Items eligible for the price break are repriced automatically and the system updates the pricing method field with *Quantity Break Price.

Numeric, 7 positions with a 2-place decimal; required, calculated by the system.

Col (Column number)

The pricing column eligible for this price break.

Customers belonging to this pricing column receive the quantity price break automatically, regardless of the quantity ordered.

Numeric, 2 positions; display-only.

Order #

A number to identify an order.

Numeric, 8 positions; display-only, assigned by the system.

Ship-to # (unlabeled field to the right of the order number)

A number to identify the shipping address on this order. The system assigns a sequential ship-to number to every order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only, assigned by the system.

Line #

The line number of the item on the order.

Numeric, 3 positions; display-only.

Sold To (Sold-to customer name)

The customer's last name, first name and initial, or the name of the company placing the order.

Alphanumeric, 41 positions; display-only.

Ship To (Ship-to customer name)

The last name, first name and initial of the customer you are shipping the order to.

Alphanumeric, 41 positions; display-only.

Item

The code for the item.

Alphanumeric, 12 positions; display-only.

SKU (Unlabeled field to the right of the item number)

The style of the item, such as its color or size.

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

Special handling

The special handling code that identifies the type of work to be performed on the item.

Special handling codes are defined in and validated against the Additional Charges file. See Special Handling Overview for more information.

Alphanumeric, 2 positions; display-only.

Description (Unlabeled field to the right of the special handling code)

The description of the special handling code.

Alphanumeric, 30 positions; display-only.

Item description (unlabeled field below Special handling field)

The description of the item.

Alphanumeric, 25 positions; display-only.

Charge

The charge for performing the extra work on the item. This charge is added to the Hnd (Handling) total on the order.

Your entry here overrides the S/H charge defined for the item or SKU offer, if any.

Leave this field blank if you are not charging the customer for this work.

Evaluate special handling by order line? If the Evaluate Special Handling Charges by Order Line (D67) field in the System Control file is set to Y, the special handling charge is added to the order once per line no matter what the unit quantity. If this field is set to N, the charge is multiplied by the unit quantity; however, the per-unit charge amount is always displayed on this screen regardless of the setting of this system control value.

Special handling charge break? If you have set up special handling charge breaks for the additional charge code, the per-unit charge amount (based on the number of qualifying units that are currently on the order) is displayed here and cannot be changed. See Using Special Handling Charge Breaks for background.

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

Handling information

Use this area of the screen to enter notes about how to work on the item. This information prints on the pick slip.

You can use as much room as necessary to enter special handling instructions, but remember that this information prints on the pick slip so space is limited there.

If you press Enter at this screen without entering any information, the system still applies the special handling charge to the order.

Alphanumeric, 30 positions each line; optional.

Order #

The number used to identify an order.

Numeric, 8 positions; display-only.

Ship to # (Unlabeled field to the right of the order number)

The number used to identify the shipping address on the order.

Numeric, 3 positions; display-only.

Line #

The line number of the item on the order.

Numeric, 3 positions; display-only.

Item

The code to identify a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

Description (Unlabeled field below Item code)

The item description.

Alphanumeric, 25 positions; display-only

SKU

A code to identify the style of the item, such as its color or size.

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

Special handling

The special handling code. See Special Handling Overview for more information.

Alphanumeric, 2 positions; display-only.

Description

The description of the special handling code.

Alphanumeric, 25 positions; display-only.

S/H price

The price you are charging the customer for the special handling. This field displays only if you have specified a S/H price (Special handling price) for the item or SKU Offer. This price defaults, but you can override it if you have authority based on the Enter or Override S/H Price (B12) secured feature. Otherwise, no S/H price is displayed here if:

• from special handling format? if there is no S/H price (Special handling price) for the item/SKU Offer, but there is aCharge set up for a feature option for the special handling format, that charge is displayed below instead.

• from special handling charge breaks? If the additional charge code associated with the special handling format has charge breaks set up through the Work with S/H Charge Breaks Screen, the related charge overrides the S/H price from the Item or SKU, and is applied in addition to any charge from the special handling format. However, the charge from the Work with S/H Charge Breaks Screen is not displayed at this screen.

If the Evaluate Special Handling Charges by Order Line (D67) system control value is set to N, the charge for the special handling is multiplied by the number of units ordered; otherwise, it is added just once for each order line associated with custom special handling. See that system control value for a discussion.

The charge is added to the Hnd (Handling) bucket of the order totals.

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

Space guide

A ruler displayed to assist operators in counting the number of spaces used on a detail line when there are line length restrictions. For example, you might limit engraving initials to three characters. The maximum number of characters you can allow on a detail line is 45.

Numeric, 45 positions; display-only.

Label

The description of a special handling option defined for this custom special handling format.

Alphanumeric, 15 positions; display-only.

Input

An entry field for you to enter the response to each special handling option available in the custom special handling format.

Press F4 at the Input field to display a list of valid responses and response descriptions. When using default text, the text defaults automatically from the customer sold-to file, allowing you to skip over those detail lines. If you need to, you can change the information displayed in the default text detail lines.

A message indicates if you do not enter a value in a required field:

Required field - a valid value must be entered.

A message indicates if you have defined valid values for a field in the Special Handling Format file and you enter an invalid response:

Value entered is not a valid response.

Note: You can enter upper and lower case text in an input field if the Enter Custom Special Handling in Upper and Lower Case (D65) field in the System Control file is set to Y.

Alphanumeric, 45 positions; may be required.

Charge

The charge associated with an option in the custom special handling format. Only fields defined as feature options can carry a separate charge. Included only if you have not specified a S/H price (Special handling price) for the item or SKU offer, or if a special handling charge break applies; otherwise, the special handling price for the offer defaults to the S/H price field instead.

The charge defaults from the custom special handling format; however, you can add or remove a charge if you have authority based on the Enter or Override Personalization Charge (A40) secured feature; otherwise, the system displays an error message.

Special handling charge break? If the additional charge code associated with the special handling format has charge breaks set up through the Work with S/H Charge Breaks Screen, this charge also applies, although it is not displayed at this screen.

If the Evaluate Special Handling Charges by Order Line (D67) system control value is set to N, the charge for the special handling is multiplied by the number of units ordered; otherwise, it is added just once for each order line associated with custom special handling.

The charge is added to the Hnd (Handling) bucket of the order totals.

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

Item

The item whose product information you are reviewing.

Alphanumeric, 12 positions; display-only.

SKU

The SKU whose product information you are reviewing. This field is included only is you entered 11 next to a SKUed item.

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

Template

A code that identifies the type of item information currently displaying on the screen.

From order entry, the item information entered for Customer Service displays.

Five types of item information are available:

CS: Customer Service

PC: Product Comments

PO: Purchasing

QC: Quality Control

RP: Reporting

Several different templates for order information are available because each department needs different information about the item. For example, your Customer Service staff needs to be able to answer questions about the item, whereas your purchasing staff needs to know information about ordering the item or its quality.

Alphanumeric, 2 positions; display-only.

Description

The description of the template.

Alphanumeric, 20 positions; display-only.

Headings (Fields on the left side of the screen)

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

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

Installation: 4 lines are available for item information

Care: 2 lines are available for item information

Warranty: 2 lines are available for item information

Alphanumeric, 20 positions; display-only.

Item information

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

Alphanumeric, 50 positions each line, display-only.

Primary item

The primary item to which the coordinate items are linked. If the Display Item Alias (D56) system control value is set to Y, the alias displays here instead of the actual item code.

Item codes are defined in and validated against the Item file.

The description of the item is to the right.

Item code: alphanumeric, 12 positions; display-only.

Description: alphanumeric, 40 positions; display-only.

Offer

The offer associated with the primary item. Only coordinate items that are included in this offer are listed.

Offer codes are defined in and validated against the Offer file.

Alphanumeric, 3 positions; display-only.

Qty (Quantity)

Enter the quantity of the coordinate item to add to the order and press Enter. This field is enterable only if the item does not have SKUs. To add a SKUed item to the order, you must first enter 1 next to the item to advance to the Select Coordinate Items Window.

Numeric, 5 positions; optional (non-SKUed items only).

Coordinate

The item that is linked to the primary item for cross-selling purposes. Enter a full or partial item code to display coordinates in alphanumeric order beginning with your entry.

Which coordinates are listed?

• Base items only: only non-SKUed items and base items of SKUed items are listed at this window. To review SKUs, enter 1 next to the base item; you advance to the Select Coordinate Items Window.

• Backordered items: Backordered items are included only if the Display Backordered Coordinate Sale Items (F41) system control value is set to Y or is blank; also, soldout items are always included if there is stock on-hand but they were sold out with a soldout control value of Sellout immediately.

• Same offer: Only coordinate items that are in the same offer as the primary item are listed.

• Non-inventory: Non-inventory items are always listed.

Alias: The alias displays if the Display Item Alias (D56) system control value is set to Y; however, scanning is by actual item code only.

Alphanumeric, 12 positions; optional.

Description

The description of the coordinate item. The first 25 positions are included.

Alphanumeric, 25 positions; display-only.

Price

The unit price of the coordinate item. The system determines pricing for the coordinate item in the same way as other items.

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

Avail (Available)

The quantity of the coordinate item available for sale. A negative number indicates that the item is backordered.

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

This field is blank for SKUed items.

Numeric, 7 positions; display-only.

Page#

The page number of the offer where the coordinate item appears; from the Item Offer record.

Numeric, 5 positions; display-only.

Ty (type)

A code representing a type of item coordinate, such as mandatory or optional. The type also controls the sequence in which coordinate items are listed on this window. For example, coordinate items assigned to type S (strongly recommended) should be listed before coordinate items assigned to type O (optional accessory).

Coordinate type codes are defined in and validated against the Item Coordinate Type file; see Working with Item Coordinate Types (WICT).

Alphanumeric, 2 positions; optional.

Message (Unlabeled field below the coordinate)

A persuasive or descriptive message about the item coordinate.

Alphanumeric, 70 positions; display-only.

SKU

The item's unique characteristics, such as its color and size. If the Display SKU Description in place of SKU Element (F25) system control value is set to Y, the SKU description displays here instead.

Scanning on the SKU is not currently implemented.

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

Exp dt (Expected delivery date)

The date when the SKU is due to be received from the vendor. See Determining the Expected Ship Date for more information on how the system determines which purchase orders can fulfill the SKU.

This field is blank if there are no outstanding purchase orders for this SKU.

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

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

Exp qty (Next expected qty)

The quantity of this SKU expected on the next purchase order that can fulfill the current order, taking into account SKUs already promised to backorders on earlier purchase orders.

Numeric, 7 positions; display-only

Order #

A number to identify the order.

Numeric, 8 positions; display-only, assigned by the system.

Sold To (Sold-to customer name)

The last name, first name and initial of the customer or the name of the company that is placing the order.

Alphanumeric, 41 positions; display-only.

Ship To (Ship-to customer name)

The last name, first name and initial of the customer or the name of the company that you are shipping the order to.

Alphanumeric, 41 positions; display-only.

Item

The code for a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

SKU

The style of the item, such as its color or size.

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

Description (unlabeled field below Item field)

The description of the item.

Alphanumeric, 25 positions; display-only.

Messages

Use this area of the screen to enter notes about the item.

You can print any of these messages by entering a print code in the Print field. You can also enter informational messages that do not print anywhere.

Each message line is treated as a separate message on the system. Therefore, you can select different printing options for each message line.

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

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

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

Alphanumeric, 60 positions each line.

Print

A code that controls whether the message prints.

Valid values are:

B = Print on invoice and pick slip

I = Print on invoice only

P = Print on pick slip only

Leave this field blank if the message is informational and does not need to be printed.

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

Alphanumeric, 1 position; optional.

User

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

Alphanumeric, 6 positions; display-only, updated by the system.

Date

The date when the message was entered.

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

Category

A high-level classification code for a group of items. This may represent a product group or merchandise class, such as “Computer Hardware.”

Item category codes are defined in and validated against the Item Categories file.

Enter an item category code in the Itm category field in the SKU file to assign an item to a category.

You can run inventory reports based on item category.

Alphanumeric, 4 positions; required.

Compatibility

A user-defined code to further classify items within an item category. Compatible items should be assigned the same compatibility code, such as, “IBM-Compatible.”

Enter a code in the Compatibility field of the SKU file to assign a compatibility code to the item; the system does not validate this value.

Alphanumeric, 3 positions; required.

Price range

The price range of the compatible items. Only items that are priced in this range and belong to the specified category and compatibility are listed.

Leave the Price range fields blank to obtain a list of all compatible items, regardless of selling price.

Numeric, 8 positions with a 2-place decimal; optional.

Category

A high-level classification code for a group of items. This may represent a product group or merchandise class, such as “Computer Hardware.”

Alphanumeric, 4 positions; required.

Compatibility

A user-defined code to further classify items within an item category.

Alphanumeric, 3 positions; required.

Qty

Enter the number of units of this item the customer wants to order.

The system will add a detail line to the order for this item.

Numeric, 5 positions; required when selecting the item.

Item

The code for a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

SKU

A code for the style of the item, such as its color or size.

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

Avail (Quantity available)

The number of units of the item available to sell.

Numeric, 7 positions; display-only, updated by the system.

Status

Added to order indicates that you selected an item from this screen for the order.

Alphanumeric, 14 positions; display-only.

Description (unlabeled field below Item field)

The description of the item.

Alphanumeric, 25 positions; display-only.