Working with Business to Business Order Entry Overrides
Purpose: Use business to business order entry overrides to change or add certain information on a business to business order before the order is accepted.
During business to business order entry you can:
• change address information defined for the sold to customer on the order
• create, change, or delete an order message for a specific ship to customer or a range of ship to customers on the order
• create or change an order message for all of the ship to customers on the order
• create, change, or delete the ship via code for a specific ship to customer or a range of ship to customers on the order
• review item information or product comments for a specific item on the order
In this topic:
• Work with B2B Overrides Screen (Work with Ship To Customer Order Messages)
• Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message)
• Work with Override Messages - Change Mode
• Creating an Order Message for all Ship To Customers
• Work with B2B Overrides Screen (Ship Via Overrides)
• Create Ship Via Override for Range Screen
• Change Ship Via Override Screen
• Work with Item Information Screen
Work with B2B Overrides Screen (Work with Ship To Customer Order Messages)
Purpose: Use this screen in Display Mode for Order Messages to work with order messages for a specific ship to customer or range of ship to customers.
How to display this screen: Press F6 on the Work with B2B Order Screen.
OER1125 DISPLAY Work with B2B Overrides 3/22/99 15:25:16 KAL Co.
Order Messages
Opt Ship To Range Message Overrides
Type options, press Enter. 2=Change 4=Delete
1 to 4 upsell the chai tea with chocolate swizz 7 to 9 handle the coffee beans carefully - the 41 to 41 order 25 coffee mugs and get a 2 lb bag
F3=Exit F6=Create F12=Cancel |
Field |
Description |
Ship to range (Ship to customer number range) |
The starting ship to customer and last ship to customer number defined for an order message. Starting ship to customer number: Numeric, 3 positions; display-only. Last ship to customer number: Numeric, 3 positions; display-only. |
Message overrides |
The order message defined for a range of ship to customers. Alphanumeric, 60 positions; display-only. |
Screen Option |
Procedure |
Change a ship to customer order message |
Enter 2 next to a ship to customer order message to advance to the Work with Override Messages - Change Mode. |
Delete a ship to customer order message |
Enter 4 next to a ship to customer order message. |
Create a ship to customer order message |
Press F6 to advance to the Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message) in Add mode. |
Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message)
Purpose: Use this screen in Add mode to create an order message for a range of ship to customers.
Default messages: Default messages are standard order or gift messages that you enter on orders on a regular basis. Instead of requiring users to retype a standard message on each eligible order, you can have the user select the message from a list of standard messages to default to the order, allowing you to avoid typographical errors that can occur when the message is manually added to the order. When a user selects a default message to add to an order, the message text defined for the default message defaults to the Message field and the print code defined for the default message defaults to the Print field; however, the user can still override the default message text and the print code or add to the default message text. For example, if a user selects to default Happy Birthday!, the user may wish to modify the message line to read Happy Birthday, Mom! Love, Alex and Beth.
To add a default message: Use the following steps to add a default message to the Work with Override Messages screen.
1. At the Work with Override Messages screen, press F4 in a blank Message field to advance to the Select Default Message Text Screen.
2. At the Select Default Message Text Screen, review and select a default message. When you select a default message, the system returns you to the Work with Override Messages screen and:
• defaults the value in the Default text field for the default message to the Messages field.
• defaults the value in the Print code field for the default message to the Print field.
3. Optionally, update the Messages field and/or Print field for the message line.
See Working with Default Messages (WMSG) for more information on default messages.
How to display this screen: On the Work with B2B Overrides Screen (Work with Ship To Customer Order Messages) in Display mode, press F6.
OER1127 ADD Work with Override Messages 3/23/99 11:21:31 KAL Co.
Order # . . . . : 3318 Customer Sold To: TEA AND COFFEE COMPANY ATTN: SINGER, S
Ship To Range: . to
Messages Print
F3=Exit F8=Add/Change F12=Cancel |
Field |
Description |
Order # |
The unique number assigned to this order. Numeric, 8 positions; display-only. |
Customer sold to |
The name of the company and customer placing the order. Alphanumeric, 40 positions; display-only. |
Ship to range |
The starting ship to customer and last ship to customer number defined for an order message. An error message similar to the following displays if the ship to range you enter is already defined for an existing order message: B2B Override already exists. An error message similar to the following displays if the ship to range you enter overlaps a ship to range defined for an existing order message: Ship to range overlaps another distribution. An error message similar to the following displays if you enter a ship to customer number that is greater than the highest ship to number defined for the sold to customer: Ship To #110 is higher than highest defined ship-to for customer 133. Starting ship to customer number: Numeric, 3 positions; display-only. Last ship to customer number: Numeric, 3 positions; display-only. |
Messages |
Eleven 60-position lines where you can enter an order message. 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 displays 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; required |
Print (Print code) |
A code that defines where you would like the order message to print. Valid values are: G = Print this message as a gift message. N = Do not print this message. B = Print this message on the pick slip and invoice. I = Print this message on the invoice P = Print this message on the pick slip C = Print this message on the customer refund check form R = Print this message on the internal refund check form U = Print on the document the user defined, for example the customer's custom pick slip or master pick slip. If the user did not define a document where the message prints, the message does not print anywhere in CWDirect. Y = Print this message on the Customer message for the refund check form Z = Print this message on the Internal message for the refund check form Note: When you select a default message for the Message field, its associated print code defaults to the Print field. Alphanumeric, 1 position; optional. |
Instructions:
1. Enter the range of ship to customer numbers you would like to receive the order message in the Ship to range fields. If you would like one ship to customer to receive this message, enter the same ship to customer number in the Starting ship to customer number and Ending ship to customer number fields.
2. Enter the order message in the Messages field.
3. Enter the code that represents how you would like the message to print in the Print field.
4. Press Enter.
5. The order message you just entered displays on the screen as display-only. You can enter another order message for this range of ship to customers, or press F3 or F12 to return to the Work with B2B Overrides Screen (Work with Ship To Customer Order Messages) for Order Messages in Display mode.
Screen Option |
Procedure |
Default message text to the Message field |
Press F4 to advance to the Select Default Message Text Screen. |
Toggle between Add mode and Change mode |
Press F8. The system toggles between the Work with Override Messages Screen in Add mode and Change mode. When you are viewing the screen in Change mode, you can change any of the existing messages on the screen. |
Work with Override Messages - Change Mode
To change: Enter 2 next to a ship to customer order message at the Work with B2B Overrides Screen (Work with Ship To Customer Order Messages) to advance to the Work with Override Messages screen in Change mode. You can change the message text or print code on this field.
See Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message) for field descriptions.
Creating an Order Message for all Ship To Customers
Purpose: Use the Work with Override Messages screen in Change mode, with range defined for all ship to’s, to create an order message for each ship to customer defined for the order.
How to display this screen: On the Work with B2B Overrides Screen (Work with Ship To Customer Order Messages), press F23.
OER1127 CHANGE Work with Override Messages 3/23/99 14:41:35 KAL Co.
Order # . . . . : 3318 Customer Sold To: TEA AND COFFEE COMPANY ATTN: SINGER, S
Ship To Range: : 1 to 999 All ship to's
Messages Print handle with care - fragile merchandise P
F3=Exit F8=Add/Change F12=Cancel |
Field |
Description |
Order # |
The unique number assigned to this order. Numeric, 8 positions; display-only. |
Customer sold to |
The name of the company and customer placing this order. Alphanumeric, 40 positions; display-only |
Ship to range (Ship to customer number range) |
The starting ship to customer and last ship to customer number defined for an order message. The system displays the ship to customer range 1 to 999 and displays the message "all ship to's" to indicate that the messages you enter on this screen will print for each ship to customer defined for this order. If you wish to create an order message for a specific range of ship to customers, see Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message). Starting ship to customer number: Numeric, 3 positions; display-only. Last ship to customer number: Numeric, 3 positions; display-only. |
Messages |
Eleven 60-position lines where you can enter an order message. 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 displays 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; required. |
Print (Print code) |
A code that defines where you would like the order message to print. Valid values are: G = Print this message as a gift message. N = Do not print this message. B = Print this message on the pick slip and invoice. I = Print this message on the invoice P = Print this message on the pick slip C = Print this message on the customer refund check form R = Print this message on the internal refund check form U = Print of the document the user defined, for example the customer's custom pick slip or master pick slip. If the user did not define a document where the message prints, the message does not print anywhere in CWDirect. Y = Print this message on the Customer message for the refund check form Z = Print this message on the Internal message for the refund check form Note: When you select a default message for the Message field, its associated print code defaults to the Print field. Alphanumeric, 1 position; optional. |
Instructions:
1. Enter the order message in the Messages field.
2. Enter the code that represents how you would like the message to print in the Print field.
3. Press Enter.
4. The order message you just entered displays on the screen as display-only. You can enter another order message, or press F3 or F12 to return to the Work with Business to Business Order screen.
Screen Option |
Procedure |
Default message text to the Message field |
Press F4 to advance to the Select Default Message Text Screen. |
Toggle between Add mode and Change mode |
Press F8. The system toggles between the Work with Override Messages screen in Add mode and Change mode. When you are viewing the screen in Change mode, you can change any of the existing messages on the screen. |
Work with B2B Overrides Screen (Ship Via Overrides)
Purpose: Use this screen for Ship Via Overrides in Display mode to override ship via information for a specific ship to customer or a range of ship to customers.
How to display this screen: On the Work with B2B Order Screen press F16 to advance to the Work with Business to Business Overrides screen for Ship Via Overrides in Display mode.
OER1125 DISPLAY Work with B2B Overrides 3/23/99 15:12:30 KAL Co.
Ship Via Override
Opt Ship To Range Via
Type options, press Enter. 2=Change 4=Delete
1 to 5 2 88 to 90 3 101 to 115 5
F3=Exit F6=Create F12=Cancel |
Field |
Description |
Ship to range (Ship to customer number range) |
The starting ship to customer and last ship to customer number defined for a ship via override. Starting ship to customer number: Numeric, 3 positions; display-only. Last ship to customer number: Numeric, 3 positions; display-only. |
Via |
A code for the shipper to deliver the merchandise to this range of ship to customers. Ship via codes are defined in and validated against the Ship Via file. 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. |
|
Item Ship Via Overrides You can define the ship vias eligible to ship an item in the Item Ship Via Override file. If item ship via overrides are defined for an item and the business to business ship via override you define here is not eligible to ship the item to the ship to customer, the system errors the order and you must correct the ship via defined for the order line in batch order entry. See Working with Item Ship Via Overrides for more information on defining item ship via overrides. See Ship Via Override Hierarchy for a list of ways the system can override the shipper specified on the order with another shipper and the hierarchy in which the ship via overrides take precedence. Numeric, 2 positions; display-only. |
Screen Option |
Procedure |
Change a ship via override |
Enter 2 next to a ship via override to advance to the Change Ship Via Override Screen. |
Delete a ship via override |
Enter 4 next to a ship via override to delete it. |
Create a ship via override |
Press F6 to advance to the Create Ship Via Override for Range Screen. |
Create Ship Via Override for Range Screen
Purpose: Use this screen to create a ship via override for a specific ship to customer or a range of ship to customers on the order.
How to display this screen: Press F6 on the Work with B2B Overrides Screen (Work with Ship To Customer Order Messages) for Ship Via Overrides in Display mode,
OER1126 ENTER Create Ship Via Override for Range 3/23/99 15:26:00 KAL Co.
Order # . . . . : 3318
Sold To Customer: TEA AND COFFEE COMPANY ATTN: SINGER, S
Ship To Range: . to
Ship Via . . . .
F3=Exit F12=Cancel |
Field |
Description |
Order # |
The unique number assigned to this order. Numeric, 8 positions; display-only |
Sold to customer |
The name of the company and customer placing this order. Alphanumeric, 40 positions; display-only. |
Ship to range (Ship to customer number range) |
The starting ship to customer and last ship to customer number defined for the ship via override. An error message similar to the following displays if the ship to range you enter overlaps a ship to range defined for an existing ship via override: Ship to range overlaps another distribution. An error message similar to the following displays if you enter a ship to customer number that is greater than the highest ship to number defined for the sold to customer: Ship To #110 is higher than highest defined ship-to for customer 133. Starting ship to customer number: Numeric, 3 positions; required. Last ship to customer number: Numeric, 3 positions; required. |
Via |
A code for the shipper to deliver the merchandise to this range of ship to customers. 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 You can define the ship vias eligible to ship an item in the Item Ship Via Override file. If item ship via overrides are defined for an item and the business to business ship via override you define here is not eligible to ship the item to the ship to customer, the system errors the order and you must correct the ship via defined for the order line in batch order entry. See Working with Item Ship Via Overrides for more information on defining item ship via overrides. See Ship Via Override Hierarchy for a list of ways the system can override the shipper specified on the order with another shipper and the hierarchy in which the ship via overrides take precedence. Numeric, 2 positions; required. |
Change Ship Via Override Screen
To change: Enter 2 next to a ship via override at the Work with B2B Overrides Screen (Work with Ship To Customer Order Messages) to advance to the Override Ship Via for Ship To Range screen in Change mode. At this screen, you can change the ship via code.
See Create Ship Via Override for Range Screen for field descriptions.
Work with Item Information Screen
Purpose: Use this screen to find out more product information about an item or SKU, such as the item's warranty and special features.
Note: The first two lines of item information display automatically in the place of the order detail line options. Press Enter to clear this information from the screen.
How to display this screen: Enter 11 next to an item on the Work with B2B Order Detail Screen (Adding Items to a Business to Business Order).
INR1112 DISPLAY Work With Item Information 3/22/99 11:29:10 KAL Co.
Item : APP4758 SKU : XS Template : CS Customer service
FEATURES BATTERY/ELECTRICAL OPERATION; LOW/HIGH/PULSE SPEED DISHWASHER SAFE WARRANTY 1 YEAR WARRANTY
ACCESSORY ITEMS SLICE/GRATE/DICE PLATE; JUICER ATTACHMENT
CAUTIONS DO NOT OPERATE ON WET SURFACE DO NOT PLACE PLUG IN WATER
F3=Exit F8=Product Comments F12=Cancel |
About item information: Item information can provide answers to commonly asked questions about an item or SKU and can contain information about the item such as the item's warranty, item care, washing instructions, fabric content, comparable items and accessories.
Item Class
The first step to set up item information is to define item class codes to classify your items. See Merchandising Working with Item Classes (WICL).
Item Information Templates
The next step is to create templates for item information for this item class. See Merchandising Entering Additional Item Information.
Categories for Item Information
Once you set up the templates, you can define the types of information you want to enter for this type of item. For example, if the item class is window treatments, you might want to enter installation, care, and warranty information. You can also identify the number of lines available for each type of information. See Merchandising Entering Additional Item Information.
Assign Item Class to Item
Next, assign the item to an item class by entering the item class code in the Class field in Work with Item/SKUs. See Merchandising Performing Initial Item Entry (MITM).
Enter Information
Finally, enter 11 next to the item or SKU in Work with Item/SKUs. Select the type of item information template desired and type information for this item. This information displays on the item information screen.
Field |
Description |
Item |
The item whose product information you are reviewing. Alphanumeric, 12 positions; display-only.= |
SKU |
The SKU whose product information you are reviewing. This field displays only if the item contains SKUs. Alphanumeric, one 14 position field (full SKU) or three 4-position fields (split SKU); display-only. |
Template |
A code and description 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 listed above needs different information about the item, whereas your purchasing staff needs to know information about ordering the item or its quality. Alphanumeric, 2 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, the following headings display for a juicer machine, which belongs to the item class called kitchen appliances. • FEATURES: 2 lines are available for feature information. • WARRANTY: 2 lines are available for warranty information. • ACCESSORY ITEMS: 4 lines are available for accessory information. • CAUTIONS: 2 lines are available for caution 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 Items/SKUs. Alphanumeric, 50 positions each line; display-only. |
Screen Option |
Procedure |
Toggle between Customer Service notes and Product Comment notes |
Press F8. The system advances you to the CS customer service template or the PC product comments template. See Entering Product Comments. |
Purpose: Use this screen to enter comments you have received from a customer about the product. For example, if a customer buys a pillow and the stitching comes loose on one of the sides, you can enter the customer's comments here in order to improve the product for future orders.
How to display this screen: Press F8 on the Work with Item Information Screen for the customer service template. Pressing F8 works as a toggle between the customer service and product comment templates.
INR1112 DISPLAY Work With Item Information 3/22/99 13:34:34 KAL Co.
Item : PRINTER SKU : XS Template : PC Product comments
PRODUCT PRAISE many customers have reordered this item - this item is becoming a big seller
PRODUCT IMPROVEMENTS juicer attachment leaks.
F3=Exit F8=Customer Service Notes F12=Cancel |
If you do not have access to the Allow Access to Product Comment in Order Entry and Order Maintenance (A85) secured feature, an error message similar to the following displays when you press F8 to advance to the Work with Item Information screen for the product comments template:
You are not authorized to Product Comments.
See Work with Item Information Screen for a description of the fields on this screen.
The Work with Item Information screen is display-only if the Allow Product Comment Item Information Maintenance (A74) secured feature is set to *EXCLUDE.
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OE04_03 CWDirect 18.0.x 2018 OTN