Purpose: The system performs updates to a number of tables to reflect the addition of a new order to the system. The updates occur:
• Immediately (interactively), as you enter an order; see Immediate Updates
• When you select Accept Order; see Updates at Accept
• During a background processing job (Order ASYNC); see Updates During Background Processing
See Working with the ORDR_ASYNC Job for more information about which fields are updated in each table.
The system updates the SKU and Item/Warehouse tables immediately (interactively) as you enter a new order.
Process |
Table |
Field |
Update the Item/Warehouse for each item ordered |
Item/ Warehouse |
On-hand quantity (if express-billed order) Item/warehouse backorder quantity Reserve quantity Special handling reserve quantity Item/warehouse on-order quantity |
Update the SKU for each item ordered |
SKU |
Orders availability pick generation Open quantity On-hold quantity |
Additionally, the system updates these tables as you enter a new order:
• Alternate Customer # Cross Reference (if you are creating a new customer, and the Assign Alternate Customer # (I88) system control value is selected)
• Customer Sold To
• Customer Sold To BML
• Customer Sold To Extended Address
• Customer Sold To Phone #
• Customer Bill To
• Customer Bill To Extended Address
• Customer Bill To Phone #
• Customer Ship To
• Customer Ship To Extended
• Customer Ship To Phone #
• Customer Action Notes
• Order Additional Charges
• Order Batch
• Order Coupon Discount
• Order Detail
• Order Detail Coupon
• Order Detail Data Queue
• Order Free Gift
• Order Header
• Order I/T Lines
• Order Information
• Order Line History
• Order Line Message
• Order Message
• Order Payment Method
• Order Pending Checks
• Order Rewards Certificate
• Order Selected Item
• Order Ship To
• Order Ship To Address
• Order Ship To Data Queue
• Order Special Format
• Order Special Handling
• Order Transaction History
• Reserved Order Lines
The system performs these table updates when you select Accept Order. See Performing the Release and Introducing Order Hold Reason Codes for more information about the credit check process that evaluates customers, orders, and payment types and performs record updates if any condition on the order fails a credit check.
Process |
Table |
Field |
Reprice order if the Price method field for the Source Code is set to D (Regular Item Pricing + Repricing) |
Order Detail |
Order detail price |
Evaluate free gift eligibility, based on the source code or offer; create order detail records for free gift, if applicable |
Order Detail |
All fields |
Calculate the $ Discount, based on Source or Offer; add a record to the Order Additional Charges table |
Order Additional Charges |
All fields |
Credit check: sold-to customer unconditional hold |
Order Header SKU |
Order header/order hold reason system hold reason On-hold quantity |
Credit check: sold-to customer fraud |
Order Header Order Header SKU |
Order header order status Order header/order hold reason system hold reason On hold qty |
Credit check: sold-to customer zip code fraud |
Order Header Order Header SKU |
Order header order status Order header/order hold reason system hold reason On-hold quantity |
Credit check: bill-to customer unconditional hold |
Order Header SKU |
Order header/order hold reason system hold reason On-hold quantity |
Credit check: bill-to customer zip code fraud |
Order Header SKU |
Order header/order hold reason system hold reason On-hold quantity |
Credit check: ship-to/sold-to customer fraud |
Order Ship To Order Header Order Ship To SKU |
Order ship to/order hold reason hold reason Order header/order hold reason system hold reason Order ship to order status On-hold quantity |
Credit check: ship-to/sold-to customer zip code fraud |
Order Ship To Order Header SKU |
Order ship to order status Order header/order hold reason system hold reason On-hold quantity |
Credit check: ship-to customer fraud |
Order Ship To Order Header SKU |
Order ship to order status Order header/order hold reason system hold reason On-hold quantity |
Credit check: ship-to customer zip code fraud |
Order Ship To Order Header SKU |
Order ship to order status Order header/order hold reason system hold reason On-hold quantity |
Credit check: ship to mismatch hold Evaluated only if the order contains a Credit Card pay category payment method, there is an order ship to or recipient address on the order, and: • the order total is greater than the Maximum Order Amount for Fraud Checking (D24), and • the ship via priority for the ship via on the order header matches the Ship Via Priority for Ship To Mismatch (L71), and • the number of times shipped to the address is less than the # of Times Shipped to Same Address (D25) OR the number of days since the last shipment to the address is less than the # of Days Since Last Order (D26). |
Order Header Order Ship To Ship Via |
Order ship to order status Order header/order hold reason system hold reason On-hold quantity Ship via priority |
Credit check: email address fraud |
Order Header Order Ship To SKU |
OHR Hold reason OHD OHR Sys hold reason SKU On hold qty |
Credit check: gift card hold Evaluated only if the Use Gift Card Fraud Checking (L72) system control value is selected. |
Order Payment Method Order Detail Item Order Header |
Pay type Order header hold reason ITM Number ITM SVC Type Order header/order hold reason system hold reason |
Credit check: dollar hold |
Order Header SKU |
Order header/order hold reason system hold reason On-hold quantity |
Credit check: time hold |
Pay Type Order Header SKU |
Order header hold reason Order header/order hold reason system hold reason On-hold quantity |
Credit check: check fraud |
Pay Type Order Header SKU |
Order header hold reason Order header/order hold reason system hold reason On-hold quantity |
Credit check: check interface hold |
Pay Type Order Header |
Order header hold reason Order header/order hold reason system hold reason |
Credit check: balance due exceeds the $ amount |
Order Header SKU |
Order header/order hold reason system hold reason On hold qty |
Credit check: pay types |
Order Header SKU |
Order header/order hold reason system hold reason On-hold quantity |
Credit check: credit card fraud |
Pay Type Order Header SKU |
Order header hold reason Order header/order hold reason system hold reason On-hold quantity |
Credit check: credit card authorization pending status |
Pay Type Order Header SKU |
Order header hold reason Order header/order hold reason system hold reason On-hold quantity |
Credit check: credit limit exceeds open A/R |
Pay Type Order Header SKU |
Order header hold reason Order header/order hold reason system hold reason On-hold quantity |
Credit check: outstanding balance due |
Pay Type Order Header SKU |
Order header hold reason Order header/order hold reason system hold reason On hold quantity |
Evaluate order for refunds or contributions; create refund records for overpayments or balance dues, or contribution records for contributions |
Refunds Order Contributions |
All fields |
Update the Flash Report |
Order Control Summary |
Dollars of orders entered to-date Orders entered to-date Orders entered month-to-date Dollars of orders entered month-to-date Orders entered year-to-date Dollars of orders entered year-to-date Orders open, reserved Dollars of orders open, reserved Orders held, reserved Dollars of orders held, reserved Total orders reserved/ unprinted |
Update order header and order ship-to status to match status of detail lines if all lines canceled. |
Order Header Order Ship To |
Order header order status Order ship to order status |
Update customer bill-to record if A/R order |
Customer Bill To |
Customer bill to dollars on order |
Creates brokered backorder request for each order line that is eligible, and submits request to the Order Broker. See Order Broker Integration for an overview. |
Order Broker |
All fields |
Creates store fulfillment trigger record and supporting tables if any order lines are flagged for store fulfillment Note: Not currently implemented. |
Store Pickup Header Store Ship To Store Pickup Payment Store Pickup Detail Store Pickup Detail Message IL Outbound Trigger |
All fields |
Captures order disposition activity if the Capture Order/Call Disposition (K03) system control value is set to ALL; see Tracking Order/Call Disposition Activity |
Order Disposition |
Company Order # Order ship to # Universal call ID (if the order is associated with a call from an external order call center) source code entered by user create date create time |
Performs pick slip preparation |
Pick Control Header Pick Control Detail Pick Control Label Pick Stored Value Card Reserved Order Line |
See Applying Pick Slip Preparation to an Order for the updates that occur. |
Sends balance of updates to background processing job (O/P ASYNC) |
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Approved online credit card authorization: Create an online authorization record, authorization history record, and void authorization record if you performed online credit card authorization for a credit card payment method on the order |
Online Authorization Authorization History Void Authorization |
Online Authorization: company order # seq # auth amount vendor response 1 (auth response) vendor response 2 (card security response) auth # auth date status: *UPDT trans seq # credit card # terminal # AVS result Card security value ASV auth service Authorization History: All fields except Amount Deposited Void Authorization: All fields |
Declined online credit card authorization: Create an online authorization record and authorization history record if you performed online credit card authorization for a credit card payment method on the order |
Online Authorization Authorization History |
Online Authorization: company order # seq # auth amount vendor response status: *SENT trans seq # credit card # terminal # ASV auth service Authorization History: All fields except Amount Deposited, Auth Date, and Auth # |
Undefined online credit card authorization response: Create an online authorization record and authorization history record if you performed online credit card authorization for a credit card payment method on the order |
Online Authorization Authorization History |
Online Authorization: company order # seq # auth amount vendor response auth # auth date status: *UPDT trans seq # credit card # terminal # ASV auth service Authorization History: All fields except Amount Deposited |
Online credit card authorization communication failure: Create an online authorization record and authorization history record if you performed online credit card authorization for a credit card payment method on the order |
Online Authorization Authorization History |
Online Authorization: company order # seq # auth amount auth # auth date status: *UPDT trans seq # credit card # terminal # ASV auth service Authorization History: All fields except Amount Deposited, Auth Date, Auth #, and Vendor Response |
Updates During Background Processing
The system performs the balance of the field and table updates during a background processing job (Order ASYNC) that runs after you accept the order. See Updates During Background Processing for a detailed listing.
Tax-inclusive pricing: Each of the updates made for an item sold at the tax-inclusive price (in which VAT is added to the Hidden tax field on the order detail line, rather than accumulating tax in the Tax bucket on the order) are made using the tax-inclusive price minus the hidden tax. For example, if you sell an item at a tax-inclusive price of $10.00, but hidden tax of $1.50 was included on the order detail line, each of the dollar updates will be in the amount of $8.50.
During background processing, the system automatically posts these entries to the General Ledger Interface table if the Deferred Liability Cash Post Method (C48) field in the System Control table is set to ORDER. See Displaying the General Ledger Interface (DGLI).
Transaction |
Journal Source |
General Ledger Account |
debit |
Cash/Accounts Receivable |
Cash A/R # for the bank from the Default Bank for Cash Posting from Order Entry (D17) field in the System Control table |
credit |
Cash/Deferred Liability |
Sale G/L # from the Pay Type table (for prepaid or coupon pay types only) |
credit |
Cash/Deferred Liability |
Contribution G/L # from Pay Type table (for prepaid pay types only)1 |
debit |
Coupon/Deferred Liability |
Refund G/L # from Pay Type table (for coupon pay types only) |
1When you convert a contribution to a refund, the system debits the Contribution G/L # and credits the Sale G/L # from the Pay Type table. |
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| Completing Order Entry | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Items on the Order |
OE01_04 OROMS 5.0 2018 OTN