Enter Order

Order #

Enter a valid order number (without including the ship-to number) to advance directly to the Third Streamlined Order Inquiry Screen (Order Summary), displaying information on that order.

No ship-to number: You cannot search on the ship-to number, just the order number. For example, enter 1234 rather than 1234-1.

Multiple ship-tos? If the order number you enter has multiple recipients, you cannot advance directly to one of these ship-tos. For example, if order 1234 has three ship-tos (1234-1, 1234-2, and 1234-3), to review the third ship-to:

• Enter 1234 in the Order # field and click Search

• Click 1234-3 in the Order Results Fields to advance to the Third Streamlined Order Inquiry Screen (Order Summary)

If the order number you enter is invalid, you need to enter other search criteria in order to review the order.

Cannot combine: You cannot use the order number together with other criteria to search.

Order number: numeric, 8 positions.

or Find Customer

Enter information about the sold-to customer to display the Customer Results Fields (Select Customer from List Below) so you can identify the customer who placed the order.

After you use the Customer Results Fields (Select Customer from List Below) to select the customer, you can then use the Order Results Fields to select a particular order for inquiry.

More than 100 matches? If there are more than 100 customers that match your search criteria, the Customer Results Fields (Select Customer from List Below) display just the first 100. In this situation, you need to further refine your search criteria to make sure that the correct customer is included in the search results.

Note: Ghost customers are omitted from the search results.

Postal code

Enter a full or partial postal or zip code to display customers whose postal codes begin with your entry.

Can combine: You can use the Postal code in combination with the Last name or Company name to search for customers.

Sort order for search results: When you search based on Postal code, the Customer Results Fields (Select Customer from List Below) are initially sorted in ascending order by postal code (lowest postal code first). Within a postal code, results are sorted in ascending order by customer number.

Alphanumeric, 10 positions.

Last name

Enter a full or partial last name to display customers whose last names begin with your entry.

Note: If a customer record that matches your entry also has a company name specified, the company name is listed before the last name in the search results.

Can combine: You can use the Last name in combination with the Postal code or Company name to search for customers.

Sort order for search results: When you search based on Last name, the Customer Results Fields (Select Customer from List Below) lists customers as follows:

• alphanumerically by last name

• if more than one customer has the same last name, alphanumerically by first name

• if more than one customer has the same last and first name, numerically by customer number

The screen does not use any other fields, such as middle initial or company name, when sorting customers by name.

Alphanumeric, 25 positions.

Company name

Enter a full or partial company name to display customers whose company names begin with your entry.

Can combine: You can use the Company name in combination with the Last name or Postal code to search for customers.

Sort order for search results: When you search based on Company name, the Customer Results Fields (Select Customer from List Below) are initially sorted in ascending alphabetical order by company name. If more than one customer has the same company name, results are sorted in ascending order by customer number.

Alphanumeric, 30 positions.

Phone number

Enter a full phone number to display customers with that day, evening, or third (fax or mobile) phone number.

Note:

• It is not necessary to enter the number in the country’s telephone number format.

• Searching by partial phone number is not supported.

Cannot combine: You cannot use phone number together with other criteria to search.

Sort order for search results: If more than one customer has a matching phone number, the Customer Results Fields (Select Customer from List Below) are sorted in ascending order by customer number.

Alphanumeric, 14 positions.

Email address

Enter a full or partial email address to display customers with a matching record in the Customer Sold To Email table.

Note:

• The email address does not need to be the customer’s primary email address.

• Upper and lower case.

• If a customer has multiple email addresses that match your entry, the customer is displayed only once.

The Customer Results Fields (Select Customer from List Below) list customers matching your entry in numeric order by customer number.

Cannot combine: You cannot use the email address together with other criteria to search.

Sort order for search results: If more than one customer has a matching email address, the Customer Results Fields (Select Customer from List Below) are initially sorted in numeric order by customer number.

Alphanumeric, 50 positions.

or Find Order

Cannot combine: You cannot combine any of the following criteria to search.

More than 100 matches? If there are more than 100 orders that match your search criteria, the Order Results Fields display just the first 100. In this situation, you need to further refine your search criteria to make sure that the correct order is included in the search results.

Customer #

Enter a valid sold-to customer number to display orders placed by that customer.

Sort order for search results: The Order Results Fields list orders placed by the customer in ascending order by order number (most recent first).

Numeric, 9 positions.

Web order #

Enter a valid web order number to display orders whose E-Commerce order number in the Order Header Extended table matches your entry.

In the case of a retail pickup or delivery order assigned through the Order Broker Integration, the web order number is the order number in the system originating the order. If the originating system is Order Management System, the system prefaces this number with the text ORIG#:. For example: ORIG#: 9999-001, where ORIG#: indicates the order originated in Order Management System, 9999 is the original order number in Order Management System, and 001 is the ship to number.

Important: Searching by a partial web order number is not supported. If you wish to review a retail pickup or delivery order whose originating system is Order Management System, you must enter ORIG#: 9999-001, where 9999 is the order number and 001 is the ship to number.

Sort order for search results: If there is more than one order with the specified alternate order number, the Order Results Fields list matching orders in reverse chronological sequence (most recent orders first).

Alphanumeric, 35 positions.

Order date

Enter or select an order date to display orders matching your entry. The order date might differ from the entered date for an order if, for example, you did not create the order on the system the same day it was received, and wanted to back-date the order so it would receive appropriate priority for reservation and backorder purposes.

Sort order for search results: The Order Results Fields list orders for the specified date in reverse chronological sequence (most recent orders first).

Numeric, 6 positions (in user date format).

User

Select the user ID of the person or process that entered or created the order.

Sort order for search results: The Order Results Fields list matching orders in reverse chronological sequence (most recent orders first).

Customer #

The number identifying a sold-to customer who matches the search criteria you entered under or Find Customer.

Click the customer number to display the Order Results Fields for that customer.

Numeric, 9 positions.

Name

The customer’s:

• company name, if any

• last name

• first name

• middle initial, if any

Company name: alphanumeric, 30 positions.

Last name: alphanumeric, 25 positions.

First name: alphanumeric, 15 positions.

Middle initial: alphanumeric, 1 position.

Address

The first line of the customer’s street address.

Alphanumeric, 32 positions.

City

The customer’s city.

Alphanumeric, 25 positions.

State

The customer’s state.

Alphanumeric, 2 positions.

Postal code

The customer’s postal or zip code.

Alphanumeric, 10 positions.

Order #

The number identifying an order that matches the search criteria you entered under or Find Order.

Click the order number to display the Third Streamlined Order Inquiry Screen (Order Summary) for that order.

Numeric, 8 positions.

Status

The order status. Possible statuses are:

• Billing = The order is currently being processed by the BILL_ASYNC job. If an order remains in this status, it could indicate an error in billing processing. See Working with the BILL_ASYNC Job for background.

• Canceled = You have canceled all items on the order, either individually or collectively, using a cancel reason code that is not flagged to reduce demand. See Establishing Cancel Reason Codes (WCNR) for background on cancel reason codes.

• Error = The order is currently flagged with an error and suspended in an order batch. See Order Creation Errors for background.

• Held = The order is currently held. See Introducing Order Hold Reason Codes for background.

• Open = There is at least one open, unshipped item on the order.

• Quote = This is a pre-order quote. See Entering Pre-Order Quotes for background.

• Suspended = The order is currently suspended in an order batch. See Introducing Order Batches for background.

• Closed = The order is shipped, canceled with a cancel reason flagged to reduce demand, or partially shipped and the remainder of the lines canceled. This is also the status displayed if the Order Header status is Purged.

Header and Ship To status different? If the status for the Order Header is different from the status for the Order Ship To, the Order Ship To status is displayed, unless:

• If the Order Ship To is open and the Order Header is held, the held status is displayed.

• If the Order Ship To is suspended and the Order Header is in error, the error status is displayed.

Date

The order date. This date might differ from the entered date if, for example, you did not create the order on the system the same day it was received, and wanted to back-date the order so it would receive appropriate priority for reservation and backorder purposes.

Numeric, 6 positions; in user date format.

Customer

The sold to customer’s:

• company name, if any

• last name

• first name

• middle initial

Company name: alphanumeric, 30 positions.

Last name: alphanumeric, 25 positions.

First name: alphanumeric, 15 positions.

Middle initial: alphanumeric, 1 position.

Recipient

The order recipient’s:

• company name, if any

• last name

• first name

• middle initial

The recipient can be a one-time shipping address; a permanent shipping address; a different sold-to customer; or the sold-to customer’s own address.

Company name: alphanumeric, 30 positions.

Last name: alphanumeric, 25 positions.

First name: alphanumeric, 15 positions.

Middle initial: alphanumeric, 1 position.

Order summary information

Key information to briefly identify the order is in the upper left corner of the Third Streamlined Order Inquiry Screen (Order Summary) screen.

Order #

A unique number the system assigns to identify a quote or order. The ship-to number follows the order number, separated by a hyphen; this number identifies each separate shipping address for the order.

Order: numeric, 8 positions.

Ship-to: numeric, 3 positions.

Date

The order date. This date might differ from the entered date if, for example, you did not create the order on the system the same day it was received, and wanted to back-date the order so it would receive appropriate priority for reservation and backorder purposes.

Numeric, 6 positions; in user date format.

Status

The order ship-to status. Possible statuses are:

• Billing = The order is currently being processed by the BILL_ASYNC job. If an order remains in this status, it could indicate an error in billing processing. See Working with the BILL_ASYNC Job for background.

• Canceled = You have canceled all items on the order, either individually or collectively, using a cancel reason code that is not flagged to reduce demand. See Establishing Cancel Reason Codes (WCNR) for background on cancel reason codes.

• Error = The order is currently flagged with an error and suspended in an order batch. See Order Creation Errors for background.

• Held = The order is currently held. See Introducing Order Hold Reason Codes for background.

• Open = There is at least one open, unshipped item on the order.

• Quote = This is a pre-order quote. See Entering Pre-Order Quotes for background.

• Suspended = The order is currently suspended in an order batch. See Introducing Order Batches for background.

• Closed = The order is shipped, canceled with a cancel reason flagged to reduce demand, or partially shipped and the remainder of the lines canceled. This is also the status displayed if the Order Header status is Purged.

Header and Ship To status different? If the status for the Order Header is different from the status for the Order Ship To, the Order Ship To status is displayed, unless:

• If the Order Ship To is open and the Order Header is held, the held status is displayed.

• If the Order Ship To is suspended and the Order Header is in error, the error status is displayed.

Ship via

The code for the shipper who delivers the merchandise to your customer. The description of the ship via is to the right.

Ship via codes are defined in and validated against the Ship Via table. See Working with Ship Via Codes (WVIA).

Ship via: numeric, 2 positions.

Description: alphanumeric, 30 positions.

Order type

A code that identifies how the quote or order was received, such as by phone or through the order API. You can also use the order type to identify special kinds of orders, such as those you generate as part of a membership program.

Order types are defined in and validated against the Order Type table. See Establishing Order Types (WOTY).

Alphanumeric, 1 position.

Entered by user

The user ID of the person or process who entered the order.

Alphanumeric, 10 positions; display-only.

Web order #

The order number, if any, defined in the E-Commerce order number field in the Order Header Extended table.

This is the web order that was passed through the Generic Order Interface (Order API) and used to identify the order in an external system.

In the case of a retail pickup or delivery order assigned through the Order Broker Integration, this is the order number in the system originating the order.

• If the originating system is Order Management System, the system prefaces the originating order number with the text ORIG#:. For example: ORIG#: 9999-001, where ORIG#: indicates the order originated in Order Management System, 9999 is the original order number in Order Management System, and 001 is the ship to number.

• In addition, if the originating order number begins with ORIG#:, the system also displays the following message below the web order number: This order is fulfilling the originating order shown above.

See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for more information.

Alphanumeric, 30 positions.

Order totals

The totals for the Order Ship To are in the center top of the Third Streamlined Order Inquiry Screen (Order Summary) screen, to the left of the Navigation options and to the right of the Order summary information.

Merchandise

The total value of the items on the quote or order, excluding freight, additional charges, service charges, tax (but including hidden tax if the order is subject to VAT), handling, and duty.

The merchandise total does not include items that are canceled, sold out, or returned.

Note: If you create a return by entering an order for a negative quantity, the merchandise total and the other totals are negative amounts.

Numeric, 9 positions with a 2-place decimal.

Tax

The total sales tax for the quote or order, based on the value of the merchandise and, optionally, freight and special handling charges. If the order is subject to VAT, tax is generally included in the item price rather than in the Tax field. Use standard order inquiry to review the hidden tax for order lines.

Numeric, 7 positions with a 2-place decimal.

Freight

The total charge for shipping the quote or order, not including additional freight charges. You can define additional freight charges for a carrier to include standard freight; in this case, the freight charges are 0.00.

This field also includes service charges by ship via, if any, or order weight charges based on the ship via defined for each ship to customer on the order. See Working with Ship Via Codes (WVIA).

The system calculates freight charges based on the freight method defined for the source code. If the system calculates freight as a percentage of the merchandise charges, there might be a penny variation in total freight amount due to rounding differences.

Numeric, 7 positions with a 2-place decimal.

Add’l freight

The total dollar amount for freight charges, in addition to the base freight charge for the quote or order. Additional freight charges are defined in the Ship Via table.

Examples of additional freight charges are overnight shipping or second day delivery.

The Add'l freight field here corresponds to the Frt+ field in Order Entry.

Numeric, 7 positions with a 2-place decimal.

Handling

The cost of any special handling on the quote or order, such as personalizing, monogramming, or engraving, and any gift wrapping charges.

If there are any duty charges on the order, they are included in the Handling total. See Work with Duty Rates Screen.

You can review the special handling instructions and charges for items at the Order Detail Window.

Numeric, 7 positions with a 2-place decimal.

Add’l charge

This field can include charges or credits. Additional charges might include:

Additional source code charge

An additional charge for services that apply to the source code or offer. The system applies the additional charge to the quote or order based on the total dollar value of the merchandise.

Credits

A credit you apply to the customer's order, such as reimbursement for long distance telephone charges or a promotion discount that is not applied to the merchandise, freight charges, or additional freight charges.

Additional shipper/item charge

An additional charge that applies to the item based on the shipper. Such charges might apply when the item exceeds established shipping rates, such as for oversized items.

Dollar discounts

A credit applied based on the total dollar value of the merchandise. You can define dollar discounts by source code or offer. If the Prorate Dollar Discounts and Coupons (D90) system control value is selected, the dollar discounts are applied to the detail lines on the quote or order rather than appearing as a negative additional charge.

The Add'l charges field displayed here corresponds to the Chg field in Order Entry.

Numeric, 7 positions with a 2-place decimal.

Total

The total amount the customer owes for the quote or order, including:

• Merchandise

• Freight

• Additional freight charges

• Taxes (excluding any hidden tax (VAT))

• Handling

• Duty

• Additional charges

The total does not include charges for canceled, returned or sold out items.

Numeric, 11 positions with a 2-place decimal.

Discount

The total discount applied to the order shipping address. The total discount is calculated by comparing the selling price of merchandise with the item/SKU offer price. If you use a price override on any of the detail lines:

• If the price override reason code’s Override item offer price field is selected, the Ord discount includes any discounts that reduce the selling price from the price override amount you entered for the detail line.

• If the price override reason code’s Override item offer price field is unselected, and:

- you override an existing item/SKU offer price for the item: the Ord discount includes the difference between the original item/SKU offer price and the final selling price, including the price override and any other discounts. When the system adds an item to the order at no charge (for example, an accompanying item) and the price override reason code defaults from the Default Price Override Reason (B35) system control value, then the regular offer price of the item is not included in the discount amount.

- there is no item/SKU offer price for the item: the detail line does not affect the Ord discount total.

Note: The setting of the Override item offer price field has no effect on orders you receive through the e-commerce interface. If there is a price override reason code in the new order message, the system always processes these orders as if the field is unselected.

See Overriding the Item/SKU Offer Price for an overview of the Override item offer price field.

Note: This field is not included if the Display Discount on Order Recap Screen (D38) system control value is unselected or if no discount applies to the order.

Any dollar discounts by source code or offer appear as a negative additional charge if the Prorate Dollar Discounts and Coupons (D90) system control value is selected.

Numeric, 11 positions with a 2-place decimal.

Shipment tracking

Information on each order shipment is below the Order summary information. This information is from the Manifest Upload Audit table, and is not available if the order was shipped as a brokered backorder through integration with Oracle Retail Order Broker.

The screen displays a maximum of 20 shipments.

Ship via

The description of the ship via used for the shipment.

Ship via: numeric, 2 positions.

Description: alphanumeric, 30 positions.

Tracking number

The shipping tracking number, as reported by the PC manifesting station, through the Generic Pick In API (Shipments, Voids, and Backorders), or through Manually Confirming Shipments (MCON).

Live link? The tracking number is a live link if the ship via type is UPS, Federal Express, or Parcel Post (not Parcel Post Class 1, 2, 3, or 4). If the link is live, you can click it to advance to the shipper’s web site and review shipment history, provided you have access to the World Wide Web.

Alphanumeric, 30 positions.

Date and time shipped

The date and time when the package was scanned for shipment, as reported by the PC manifesting station, through the Generic Pick In API (Shipments, Voids, and Backorders), or through Manually Confirming Shipments (MCON).

Date: numeric, 6 positions; in user date format.

Time: numeric, 6 positions (HH:MM:SS format).

Line #

A number the system assigns to each item as it is added to the order. A quote or order can have up to 999 lines.

Numeric, 3 positions.

Item

A code that identifies a unit of inventory. Item codes are defined in and validated against the Item table.

Note: The code displayed is the item alias if the customer ordered using an alias and the Display Item Alias (D56) system control value is selected.

Alphanumeric, 12 positions.

SKU

An item's unique characteristics, such as its size and color.

Note: The first 14 positions of the SKU description is displayed instead of the SKU elements if the Display SKU Description in place of SKU Element (F25) system control value is selected.

Alphanumeric, three 4-position fields or one 14-position field.

Name

The description of the item. This is the base item description if the item has SKU’s.

Alphanumeric, 30 positions.

S (Status)

A one-position code indicating the current status of the item on the order. Possible statuses are:

• blank = The order line is currently open.

• Express Bill = You have entered the order using an express-bill ship via, but the BILL_ASYNC process has not yet processed the invoice. See Working with the BILL_ASYNC Job for background.

• Cancelled = You have canceled the item using a cancel reason code that is not flagged to reduce demand. See Establishing Cancel Reason Codes (WCNR) for background on cancel reason codes.

• Error = The order line is currently flagged with an error, and the order is suspended in an order batch. See Order Creation Errors for background.

• Held = The order line is currently held. You can hold a line on an open order to prevent it from printing on a pick slip, even if it is available.

• Soldout = The item has been sold out. An order line can be sold out:

- manually in order entry or maintenance through the Sell Out option

- automatically in order entry or maintenance, based on the soldout control code assigned to the item

- through the Process Auto Soldouts option

See Managing Soldouts and Backorders for background.

• Closed = The item has been shipped, canceled with a cancel reason flagged to reduce demand, or partially shipped and the remainder of the ordered quantity canceled.

B (Order Broker)

This field is set to B if the order is fulfilled through integration with the Order Broker, regardless of whether this is a ship-for-pickup, store pickup, delivery, or retail pickup order, if the order line is a brokered backorder, or the order status. See the Order Broker Integration for more information.

Price

The actual unit price of the item after applying any discounts, breaks, or overrides. Discounted or overridden item prices are highlighted if the Display Order Line Discount Messages (F01) system control value is selected.

Numeric, 7 positions with a 2-place decimal.

Qty ordered

The number of units of the item that the customer ordered.

Numeric, 5 positions.

Qty reserved

The number of units of the item that are currently reserved from stock. The system does not reserve stock on quotes until they are converted to standard orders; see Converting Quotes to Orders. The reserved quantity is reduced when an item is canceled, confirmed for shipment, or unreserved using Interactive Reservation. The system updates this quantity at billing.

Numeric, 5 positions.

Qty printed

The number of units included on a printed pick slip.

Pre-generated picks: The system does not update this field when you create a pre-generated pick for the order line during pick slip preparation; the system updates this quantity when you generate a pick slip. See Applying Pick Slip Preparation to an Order and Performing Pick Slip Generation.

Voiding a pick slip: The system reduces the printed quantity if you void the pick slip and don't reprint, or when shipment of the item is confirmed.

Order Broker? If the order line has been assigned to the Order Broker for fulfillment (brokered backorder) or if the customer is picking up the order at a store (store pickup), the print quantity here is equal to the ordered quantity. In the case, the Drop ship flag at the Order Detail Window is set to D, although for a brokered backorder, the BO warehouse indicates your distribution center. See Brokered Backorders or Store Pickup Orders for background.

Numeric, 5 positions.

Qty shipped

The number of units that have shipped. The system updates this quantity at billing. This quantity is negative for a return processed by entering a negative quantity in order entry.

Place your cursor over the shipped quantity to display the most recent shipment date for the item on the order. The text No Ship Date Found displays if the system could not find a shipment date for the item on the order.

Numeric, 5 positions.

Qty returned

The number of units that the customer has returned. This quantity is zero for a return processed by entering a negative quantity in order entry.

Numeric, 5 positions.

Expected date

Backordered item: The date a purchase order for this backordered item is expected.

Note: This field is not displayed for a reserved item, a brokered backorder item, or if there are no open purchase orders for the item.

Finished good item: This field indicates when a finished good item created through work order processing will be ready for sale, if the Use Work Order Processing (E37) system control value is selected. See Finished Good Work Order Processing (WWOR) for more information on work orders.

Drop ship item: This date is displayed for drop ship items if the Assign Drop Ship Expected Ship Date (I59) system control value is selected. See that system control value for more information.

Numeric, 6 positions; in user date format.

Total

The extended price of the line, calculated as:

Unit price * Order quantity = Extended price

Numeric, 7 positions with a 2-place decimal.

Sold To Information

The sold-to information identifies the customer who placed the order.

Name

Last name, first name, and middle initial of the customer placing the order.

Last name: alphanumeric, 25 positions.

First name: alphanumeric, 15 positions.

Middle initial: alphanumeric, 1 position.

Company

The name of the company associated with the customer placing the order.

Alphanumeric, 30 positions.

Address

Up to four lines indicating the street address and apartment or suite number.

First address line: alphanumeric, 32 positions.

Apartment or suite: alphanumeric, 10 positions (to the right of the first address line).

Address lines 2-4: alphanumeric, 30 positions each.

City

The city where the customer lives or receives mail and shipments.

Alphanumeric, 25 positions.

State

The state where the customer lives or receives mail and shipments. State codes are defined in and validated against the State table, accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

Alphanumeric, 2 positions.

Postal code

The postal or zip code for the customer’s address.

Alphanumeric, 10 positions.

Country

The three-position code identifying the customer’s country. Included only if the country does not match the Default Country for Customer Address (B17). Country codes are defined in and validated against the Country table; see Setting Up the Country Table (WCTY).

Alphanumeric, 3 positions.

Phone numbers

The customer’s daytime and evening phone numbers, including any formatting set up through the Work with Telephone Number Format Screen. The mobile phone number is also displayed if the Phone Numbers (D15) system control value is set to MOBILE; however, if this system control value is set to FAX, the fax number is not displayed. Also, any extensions are not displayed.

Alphanumeric, 14 positions each.

Email address

The order-level email address, if any. See Working with an Order-Level Email Address for information on how the system determines the email address to assign to an order.

Alphanumeric, 50 positions.

OptIn

The opt-in/opt-out setting for the email address. Possible settings are:

• All = Email is the preferred method of correspondence.

• Order = Use email for order-related correspondence only; generate a document for other correspondence.

• None = Do not use email for any correspondence; generate a document instead.

• Don’t Ask = Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified.

Ship to information

The ship-to information identifies the shipping address of the order, which can be an order ship-to, a permanent ship-to address for the sold-to customer, or a recipient who is another sold-to customer.

Name

The last name, first name, and middle initial of the ship-to.

Last name: alphanumeric, 25 positions.

First name: alphanumeric, 15 positions.

Middle initial: alphanumeric, 1 position.

Company

The name of the company associated with the ship-to.

Alphanumeric, 30 positions.

Address

Up to four lines indicating the street address and apartment or suite number.

First address line: alphanumeric, 32 positions.

Apartment or suite: alphanumeric, 10 positions (to the right of the first address line).

Address lines 2-4: alphanumeric, 30 positions each.

City

The city where you ship the order.

Alphanumeric, 25 positions.

State

The state where you ship the order. State codes are defined in and validated against the State table, accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

Alphanumeric, 2 positions.

Postal code

The postal or zip code for the shipping address.

Alphanumeric, 10 positions.

Country

The three-position code identifying the country for the shipping address. Included only if the country does not match the Default Country for Customer Address (B17). Country codes are defined in and validated against the Country table; see Setting Up the Country Table (WCTY).

Alphanumeric, 3 positions.

Phone numbers

The customer’s daytime and evening phone numbers, including any formatting set up through the Work with Telephone Number Format Screen. The mobile phone number is also displayed if the Phone Numbers (D15) system control value is set to MOBILE; however, if this system control value is set to FAX, the fax number is not displayed. Also, any extensions are not displayed.

Note: The system stores a single phone number for an order ship-to.

Alphanumeric, 14 positions each.

Email address

The email address associated with the shipping address. If there is not a separate shipping address, this is the sold-to customer’s primary email address.

Alphanumeric, 50 positions.

Bill to information

Bill-to information is included if the sold-to customer is associated with a bill-to account and the names and addresses for the two records are not identical.

Name

The last name, first name, and middle initial of the bill-to account.

Last name: alphanumeric, 25 positions.

First name: alphanumeric, 15 positions.

Middle initial: alphanumeric, 1 position.

Company

The company name for the bill-to.

Alphanumeric, 30 positions.

Address

Up to four lines indicating the street address and apartment or suite number.

First address line: alphanumeric, 32 positions.

Apartment or suite: alphanumeric, 10 positions (to the right of the first address line).

Address lines 2-4: alphanumeric, 30 positions each.

City

The city where the bill-to is located.

Alphanumeric, 25 positions.

State

The state where the bill-to is located. State codes are defined in and validated against the State table, accessible through the Work with Countries menu option; see Setting Up the Country Table (WCTY).

Alphanumeric, 2 positions.

Postal code

The postal or zip code for the bill-to address.

Alphanumeric, 10 positions.

Country

The three-position code identifying the country for the bill-to address. Included only if the country does not match the Default Country for Customer Address (B17). Country codes are defined in and validated against the Country table; see Setting Up the Country Table (WCTY).

Alphanumeric, 3 positions.

Phone numbers

The bill-to customer’s daytime and evening phone numbers, including any formatting set up through the Work with Telephone Number Format Screen. The mobile phone number is also displayed if the Phone Numbers (D15) system control value is set to MOBILE; however, if this system control value is set to FAX, the fax number is not displayed. Also, any extensions are not displayed.

Alphanumeric, 14 positions each.

Email address

The bill-to customer’s email address.

Alphanumeric, 50 positions.

Source

The source code from the order header. Source codes are unique codes used to identify segments of your customer base or a rented list. Each source code is assigned to one offer and one division. Source codes control the freight and pricing method used on an order.

Alphanumeric, 7 positions.

Entered date

The date when the order was created.

Numeric, 6 positions; in user date format.

Entered time

The time of day the order was originally created.

Numeric, 6 positions (HH:MM:SS format).

Ship complete

Determines whether all the items on an order must ship together.

Valid values are:

• Selected = Ship all items on the order in one shipment; delay printing pick slips until all items are available in the requested quantities.

• Unselected = (default): Ship the items on the order as soon as they are reserved.

Arrival date

The date the customer requests to receive the order. The arrival date defaults to the order date, but you can override this default.

Numeric, 6 positions; in user date format.

Purchase order #

The purchase order number under which the order was placed.

From the ref_transaction_no if the order is a retail pickup or delivery order received from the Order Broker. See Building the Retail Pickup (including Ship-for-Pickup) or Delivery Order for more information.

Alphanumeric, 15 positions.

Cancel BO

Identifies whether to automatically cancel items that are unavailable (backordered) with the first shipment on the order.

Valid values are:

• Selected = Cancel backordered items with first shipment.

• Unselected = (default): Do not cancel backordered items.

If this field is selected, any unshipped line on an order is canceled during billing using the Auto Soldout Cancel Reason (C20), provided this system control value specifies a valid cancel reason code.

Cancel date

The date, if any, the customer wants the order canceled if it has not been shipped. The order is not canceled automatically, but is listed on the Order Cancellation List. You can cancel the order manually or contact the customer to extend the deadline.

Numeric, 6 positions; in user date format.

BO priority

A code that determines the priority for order fulfillment on a backordered item. Defaults from the B/O priority (Backorder priority), if any, specified for the source code; in this case, the header-level value defaults to the Priority field on the order detail line.

Priority codes range from 0-9, where:

0 = Low priority.

9 = High priority.

Calculate freight

Determines whether the system calculates and adds freight charges and any service charges by ship via to the order:

• selected (default) = the system calculates freight based on the freight method defined for the source code on the order header

• unselected = the system does not calculate freight

Weight

The total shipping weight of the items on the order.

Numeric, 7 positions with a 3-place decimal.

Freight override

Indicates the freight charges for the Order Ship To if they were applied as an override.

Numeric, 7 positions with a 2-place decimal.

Gift

If this field is selected, this is a gift order, which means:

• item prices do not print on the pick slip

• the system generates a gift acknowledgment to notify the sold-to customer who placed the order that the order has shipped

Tax code

The code and description of the tax status on the order.

Valid values are:

• T = Standard tax. The customer is subject to all applicable state sales tax on merchandise.

• N = Non taxable. The customer is not taxed on purchases.

• R = Resale: The customer purchases goods for resale, so is exempt from tax. A valid tax identification number must be specified for the customer or entered during Order Entry.

• E = Exempt. The customer is a school or charity, so is exempt from tax. A valid tax identification number must be specified for the customer or entered during Order Entry.

• G = GST only. The customer is subject to the Canadian Goods and Services Tax (GST) because the order is shipping to a Canadian province.

• P = PST only. The customer is subject to the Canadian Provincial Services Tax (PST), but exempt from the GST.

See Working with Customer Tax Status for more information.

Tax identification

The customer’s tax identification number, typically the certificate that identifies the customer as a reseller or tax exempt; otherwise, the tax identification number does not control taxability. This number is required when the customer's tax code is R (Reseller) or E (Exempt).

Alphanumeric, 30 positions.

Warehouse

A code that identifies the warehouse from which merchandise on the order ships. A value appears in this field only if it was entered during order entry or order maintenance or was passed through the Order Broker Integration for a retail pickup or delivery order. The warehouse description is to the right.

Warehouse code: numeric, 3 positions; display-only.

Warehouse description: alphanumeric, 30 positions; display-only.

Quote origin

If this field is selected, the order originated from a pre-order quote.

See Entering Pre-Order Quotes for an overview and the required setup.

Broker delivery type

Indicates whether the order is being fulfilled through the Order Broker Integration. Possible settings are:

• Retail pickup = The order originated in an external system and Order Management System ships the order to the originating retail store location, where the customer picks it up

• Delivery = The order originated in an external system, and Order Management System ships the order directly to the customer

• Ship for Pickup = The order originated in Order Management System, and Order Management System ships the order to a designated retail store location, where the customer picks it up

• Store Pickup = The order originated in Order Management System, and the customer is picking the order up in a designated retail store location, where the inventory is already available

• blank = This is not an order being fulfilled through the Order Broker, or it is a brokered backorder (in which Order Management System assigns backordered items to the Order Broker for fulfillment).

Batch #

The system-assigned number for a group of orders. Orders you receive through the order API are assigned to the Default Batch for E-Commerce Orders in Error (G41) if they are in error; similarly, retail pickup or delivery orders that are in error are assigned to the Order Broker Error Batch Number (K90). The system removes the batch number when you accept the batch if the order is error-free.

Numeric, 5 positions; display-only.

Payment category

Indicates the category that defines the basic rules for processing a payment. Each payment type is assigned to a payment category. Possible categories are:

• Cash/Check

• Credit Card (including stored value cards and debit card)

See Working with Pay Types (WPAY) for background.

Pay type description

The description of the pay type is to the right of the description of the payment category.

Alphanumeric, 30 positions.

Credit card number

Credit card pay types only:

The credit card number the customer used on the order.

Masking: If you do not have authority to the Display Full Credit Card Number (B14) secured feature, the credit card number is displayed in the format specified at the Credit Card Number Layout Screen for the associated pay type. For example, ************1443 may display instead of the entire credit card number. See Credit Card Number Format for an overview.

For added security, you can run the SECRISK periodic to permanently remove the first 12 positions of the credit card number for closed or canceled orders. See the Credit Card Retention Days (K65) system control value for background.

View authority: If you do not have authority to the Restrict Access to Credit Card Numbers in OI and OM (A88) secured feature, no credit card number is displayed.

Alphanumeric, 20 positions; display-only.

Expiration

Credit card pay types only:

The date the credit card is no longer active. The expiration date might be zero if the Require expiration date flag for the pay type is not selected. For example, a stored value card credit card type typically does not require an expiration date. See Types of Credit Cards for more information.

Note: Running the SECRISK periodic function clears the expiration date for closed or cancelled orders. See the Credit Card Retention Days (K65) system control value for background.

If you do not have authority to the Restrict Access to Credit Card Numbers in OI and OM (A88) secured feature, this field is blank.

Numeric, 4 positions (MMYY format); display-only.

CC last 4

The last four positions of the credit card number. From the CC Last 4 field in the Order Payment Method table.

Alphanumeric, 4 positions; display-only.

Check number

Cash/check pay types only:

An informational field that represents the check number for the check interface pay type from the Check Interface Payment Type (G26) system control value.

Numeric, 6 positions; display-only.

Amount to charge

The amount to charge this payment method. Always 0.00 for the “catch-all” payment method on an order, meaning any dollar amount not assigned to another payment method applies to this one.

Note: If this is a prepay amount, and part of the prepayment total was applied to a membership program, only the remaining amount appears as the amount to charge or amount billed. For example, if the customer sent a check for 100.00 and 80.00 was applied to the membership program, 20.00 appears here. See Membership Overview.

Numeric, 7 positions with a 2-place decimal.

Authorization history

The authorization history is flagged with a letter H.

See Display Authorization History Screen for background.

Auth history status

A description of the status of the authorization as updated by the system. Possible statuses are:

• Sent for authorization

• Authorized

• Not yet sent

• Declined

• Authorized but not used

• Mismatch Auth/Deposit (created for authorizations during deposits)

• Voided

Amount authorized

The amount submitted for authorization and approved by the credit card authorization service.

Numeric, 11 positions with a 2-place decimal.

Auth number

A number assigned by the authorization service for the authorization transaction.

Alphanumeric, 16 positions.

Auth date

The date the authorization service approved the amount to be charged.

Numeric, 6 positions; in user date format.

Sent date

The date you transmitted the authorization to the authorization service.

Numeric, 6 positions; in user date format.

Amount deposited

The amount deposited to the bank for the charge.

Numeric, 11 positions with a 2-place decimal.

Vendor response 1

A code indicating the response, if any, from the authorization service. Although the response can be up to 10 positions, only the first four positions are displayed.

Alphanumeric, 4 positions.

Vendor response 2

A code indicating the credit card security response, if any, from the authorization service. Although the response can be up to 10 positions, only the first four positions are displayed.

Alphanumeric, 4 positions.

AVS response

A code indicating the address verification response, if any, from the authorization service. Although the response can be up to 10 positions, only the first four positions are displayed.

Alphanumeric, 4 positions.

Deposit history

See Display Deposit History Screen for background.

Deposit history status

The status of this deposit:

• Confirmed = The service bureau confirmed the deposit.

• Deleted = The user deleted a rejected deposit.

• Forced = The deposit was rejected, but was forced through deposit (the Forced deposit field for the authorization service is selected).

• Manual confirmation = The user manually confirmed the deposit through Submit Rejected Deposits.

• Prepaid = The user entered a prepaid adjustment amount.

• Resubmitted = The deposit was resubmitted for deposit.

• Sent = The deposit is in the process of being sent to the service bureau.

• Unconfirmed = The deposit is unconfirmed by the service bureau.

• Written off = The user wrote off a rejected deposit.

• Not yet sent = The deposit has not yet been sent to the service bureau.

Invoice #

The number the system assigns to a customer's bill or credit. The system generates an invoice during billing.

Numeric, 7 positions.

Type

Indicates the type of deposit:

• *PURCH = Purchase (debit)

• *RETURN = Return deposit (credit)

Alphanumeric, 10 positions.

Deposit date

The date when this deposit history record was created. This is the date when the invoice pay method was deposited.

Numeric, 6 positions; in user date format.

Deposit amount

The amount deposited. The amount is negative for a return. For a flexible payment option, calculated as follows:

• For deferred payment plans: prepaid amount - adjustment amount - total amount deposited to date = deposit amount

• For installment payment plans: prepaid amount - adjustment amount - total amount deposited to date / intervals remaining = deposit amount

Numeric, 13 positions with a 2-place decimal.

Response

The response code from the Credit Card Deposit History table.

Alphanumeric, 10 positions.

Invoice #

The number the system assigns to a customer's bill.

Assigned when? If the Generate Invoice Number at Pick Gen (H80) or Generate Invoice # at Pick Gen without Address Match (K81) system control value is selected, the system assigns the invoice number at pick slip generation if the order is eligible; otherwise, it assigns the invoice number at billing.

Numeric, 7 positions.

Date

The date the invoice record was created by billing.

Numeric, 6 positions; in user date format.

Type

Indicates the type of invoice:

• C = Credit memo. Typically generated when you process a return or apply a negative additional charge after billing the order. Credit and return amounts appear as negative numbers when you review invoice information.

• I = Invoice. Generated when you bill a shipment.

The system does not consolidate credit invoices with other credits or with debit invoices.

Alphanumeric, 1 position.

Merch

The total dollar value of the merchandise. Merchandise amount does not include tax (with the exception of hidden tax, or VAT), handling, additional charges, or freight.

Numeric, 9 positions with a 2-place decimal.

Freight

The freight charges for the invoice. This amount may not be equal to the total of all the line-level freight charges.

Numeric, 7 positions with a 2-place decimal.

Tax

The sales tax for the invoice. This field includes GST and PST, if any. This field does not include hidden tax.

Numeric, 7 positions with a 2-place decimal.

Handling

The cost of any special handling billed or credited on the invoice. Examples include personalizing, monogramming, or engraving, and any gift wrapping charges. Any duty charges on the invoice are also included in this total.

Numeric, 7 positions with a 2-place decimal.

Add’l charge

The total additional charges billed or credited on the current invoice. See Add’l charge for examples.

Numeric, 7 positions with a 2-place decimal.

Add’l freight

The total dollar amount for freight charges exceeding the order's base freight charge. This is a shipper-level charge directly associated with the order, as opposed to the line item. Additional freight is defined for the shipper in the Ship Via table.

Examples of additional freight charges that might apply include charges for overnight shipping, second day delivery, or padded van.

Additional freight charges may include the standard freight charges, depending on how you have set up the ship via. If you set up a ship via this way, the Freight field is blank.

Numeric, 7 positions with a 2-place decimal.

Total

The total amount billed or credited, including all related merchandise charges, freight, tax, handling, additional charges, and additional freight.

Numeric, 11 positions with a 2-place decimal.

Pick #

A unique number assigned by the system to identify the pick slip.

Numeric, 7 positions.

Carton #

Identifies the carton number containing the items shipped on the pick slip. Set to 1 unless you used multiple cartons to ship the pick slip.

Numeric, 3 positions.

Item

The code identifying the item shipped.

Alphanumeric, 12 positions.

SKU

The item’s unique characteristics, such as its color or size. Included only if the item has SKUs.

Alphanumeric, three 4-positions fields.

Qty

The quantity of the item shipped in this carton.

Numeric, 3 positions.

Pack date

The date when the carton was packed or shipped. From the date, if any, when you used pick/pack verification; otherwise, the shipment date passed through the pick in API or through PC manifesting.

Numeric, 6 positions; in user date format.

Pack time

The time when the carton was packed or shipped. From the time, if any, when you used pick/pack verification; otherwise, this is the shipment time passed through the pick in API or through PC manifesting.

Numeric, 6 positions (HH:MM:SS format).

Packer

The user ID of the packer, if any, who used pick/pack verification; otherwise, the packer passed through the pick in API or through PC manifesting.

Alphanumeric, 10 positions.

Pay type

The code identifying the pay type to be refunded. This pay type might be different from the payment method used to pay for the order if the pay type has an alternate refund type or alternate refund category; see Working with Pay Types (WPAY) for background.

Numeric, 2 positions.

Pay type desc

The description of the pay type to be refunded.

Alphanumeric, 30 positions.

Status

The status of the refund. Possible statuses are:

• Cancel Pending (the refund will be canceled the next time you process refunds)

• Cancelled

• Held

• Open

• Processed

• Write-off pending (the refund will be written off the next time you process refunds)

• Written off

Deposit

Indicates whether the refund has been deposited.

A deferred or installment payment plan can prevent the system from depositing a refund in order to offset the deferred or installment amount. For example, if the order payment amount of 60.00 is deferred for 30 days and the customer receives a refund for 20.00, instead of refunding the customer 20.00, the system subtracts the refund amount from the order payment amount. The customer will then pay 40.00 at the end of the 30 days.

Valid values are:

• Y = The refund has been deposited (there is a Deposit created date for the Invoice Payment Method).

• N = The refund has not been deposited.

Current category

The description of the payment category for the pay type to be refunded. Possible categories are:

• Cash/Check

• Credit Card (including stored value cards and debit card)

Original category

The payment category of the original payment method used on the order. Possible categories are:

• Cash/Check

• Credit Card (including stored value cards and debit card)

Amt collected

The amount that you are refunding to the customer.

Numeric, 11 positions with a 2-place decimal.

Date created

The date the refund was generated through order activity such as a return.

Numeric, 6 positions; in user date format.

Date processed

The date, if any, when the refund was processed, written off, or canceled.

Numeric, 6 positions; in user date format.

Manual hold

Indicates whether you applied a manual hold against the refund through Working with Refunds, Writeoffs and Balances Due (WREF):

Y = Manual hold applies

N = No manual hold applies

Hold until

The date when the refund is eligible for processing.

Numeric, 6 positions; in user date format.

Date

The date when the order activity occurred.

Numeric, 6 positions; in user date format; display-only, updated by the system.

Time

The time when the order activity occurred.

Numeric, 6 positions (HH:MM:SS format); display-only, updated by the system.

Type

A code for a type of update against the order.

Valid values are:

• Auth = Authorization received for credit card order

• Subscription = Issue sent for subscription item

• Cancel = Cancel through Order Maintenance

• D/S PO = Drop ship purchase order

• Upsell Promo = Promotion discount applied

• Refund = Refund processed

• Hold = Hold through Order Maintenance or as a result of credit checking

• Retail Order = Retail transaction. Used only if you use the Retail Integration (External System to Order Management System).

• BO Cards = Backorder card evaluation and update to the Order Detail record. See Purchase Order Layering and Backorder Notifications for an overview. The actual generation of the backorder notice is listed under Letter.

• Letter = Notification (card, email, or Outbound Email XML Message (CWEmailOut)) generated for the customer or vendor related to the order.

• Maint = Maintenance through Order Maintenance. The system also uses this code when it applies a prorated discount, when activity takes place related to the Order Broker Integration, or when the system posts a contribution (based on the setting of the Method for Processing Overpayments in Order Entry (D70)).

• Rtn Auth = Return authorization processed

• Sold Out = Order sold out automatically during Billing, based on the value in the S/O field for the Item, and a soldout notification generated.

• Pick Gen = Pick slip generated. The system also uses this code when an item stock allocation error occurs, or when the ship via on the order is overridden through the best way shipping option at pick slip generation.

• Release = Release through Order Maintenance, Release Held Orders program or by the system (from time hold for prepaid orders).

• Shipment = Shipment logged when pick slips generated for all order lines.

• Sale = Shipment billed.

• System Update =

- CSV removed for security, or

- a promotion was not applied to the order because the Allow Manual Entry of Promotion Code (I63) system control value was selected

• Call Tag = Call tag printed. This option is not currently implemented.

• Unreserved = Interactive reservation. Indicates that an item was reserved or unreserved manually, such as through Working with Interactive Reservation (MIRV) or Reprinting and Voiding Pick Slips (WVRP or WSVP).

• Void/Reprint = Pick ticket voided through Reprinting and Voiding Pick Slips (WVRP or WSVP) or Void Pick Batch (WSVP).

• Price Override = Price override. Indicates that the user entered a price override.

• User Defined = Reserved for user-defined order transaction history entries.

• ROL Error = The system did not print a pick slip for the specified order line because the Qty remaining or Qty printed in the Reserved Order Line table does not match the Qty reserved or Qty printed in the Order Detail table. The system also prints the order line on the Unmatched Reserved/Remaining Qty Report.

Transaction note

The description of the activity related to the transaction, such as:

• Authorization

• Flag for cancellation due to declined authorization

• Backorder notification evaluation and Order Detail update

• Backorder notice generated (for example. BO 1st Ntf for a first backorder notification)

• Cancel

• Cancel request for a drop ship item

• Cancel confirm or reject for a drop ship item

• CSV removed for security

• Drop ship

• Hold

• Ln#: 2 Submitted To Broker (or other activity related to the Order Broker; see Order Broker Integration for more information)

• Ord Conf to ssmith@example.com (Order confirmation email or Outbound Email XML Message (CWEmailOut))

• Pk 1236612 Whs 1 Ct/Bn 1234734/411/1 if the Use Cart/Bin Picking? (B38) system control value is selected and:

- you use standard pick slip generation, or,

- you use streamlined pick slip generation and the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is unselected

• Pk 1236609 Whs 1 Batch # 1234731 if:

- the Use Cart/Bin Picking? (B38) system control value is unselected, or

- you use streamlined pick slip generation and the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected

• Promotion (PROMO1) not applied

• Maintenance

• Release

• Retrn conf (Return confirmation email or Outbound Email XML Message (CWEmailOut))

• Sale

• Ship conf (Shipment confirmation email or Outbound Email XML Message (CWEmailOut))

• Shipment Confirmed for drop ship PO # XXXX. For confirmed shipment of a drop ship item, the transaction notes also include item code, meter charge, weight, ship via and description, and tracking number.

• Sold out

• Subscription generation

• Pick not printed Ln # 001 qty mismatch

Special character? If there are any special characters in an Order Transaction History message, the system replaces the special character, excluding any underscores, with a space when you display the message at the Display Order History Screen; however, the History Window might display the special character as a series of alphanumeric characters, such as \u000F.

Alphanumeric, 40 positions; display-only.

Amount

The total order amount following the order activity, including merchandise, freight, tax, handling, etc.

No amount is associated with issuing a subscription, as the system bills the customer for the entire amount of the subscription when billing the order.

Numeric, 9 positions with a 2-place decimal; display-only.

User

The user ID of the person who performed this activity against the order.

If the system performs the activity automatically, such as releasing prepaid orders on time hold, the user ID is the name of the person who started the ASYNC processing program (background jobs).

If the activity took place through a system process or an API, the user ID indicates the process or API; otherwise, the system uses your default user.

Alphanumeric, 10 positions; display-only.

Entering new message lines

Optionally, use the upper part of the window to enter new order messages.

New message

Use this field to enter new free-form text messages. If your entry exceeds 60 positions and you do not press Enter to start a new line, the system splits the text into separate lines of up to 60 positions each, using the last occurring blank space before position 60 as a line break.

Print

Highlight the print option to the right of the New message field. Available options are:

• Both = Print on both invoice and pick slip

• Check Cust = Print on refund check only

• Gift Msg = Gift message

• Invoices = Print on invoice only

• Nowhere or blank (default) = Do not print

• Picks = Print on pick slip only

• Quote = Print on the Quote Form

• Check Int = Print on detachable area of refund check not visible to the customer

• User = Print on the document defined by the user, such as a custom pick slip. If there is no user-defined document, the message does not print anywhere in Order Management System.

Click Add when you are done to save your changes.

Working with existing message lines

The lower part of the window displays existing order messages. You can review, change, or delete these messages.

To change:

• Position your cursor in the message line and double-click.

• Edit the text as needed and press Exit.

You can also change the Print option next to a message line.

To delete:

• Double-click in the message line to highlight it.

• Clear the Message and Print fields.

• Press Exit. The message line is deleted, and the remaining message lines move up on the screen if the deletion left a blank line.

Note:

• The Modify Existing Messages (A30) secured feature controls the ability to change or delete an existing order message.

• See the discussion under More Print Flag Information for background before changing existing message lines.

Message

A message related to the order.

Alphanumeric, 60 positions.

Print

Available options are:

• Both = Print on both invoice and pick slip

• Check Cust = Print on refund check only

• Gift Msg = Gift message

• Invoices = Print on invoice only

• Nowhere or blank = Do not print

• Picks = Print on pick slip only

• Quote = Print on the Quote Form

• Check Int = Print on detachable area of refund check not visible to the customer

• User = Print on the document defined by the user, such as a custom pick slip. If there is no user-defined document, the message does not print anywhere in Order Management System.

Date

The date when the message was written.

Numeric, 6 positions; in user date format.

Time

The time when the message was written.

Numeric, 6 positions (HH:MM:SS format).

User

The user ID identifying the person who wrote the message.

Alphanumeric, 10 positions.

Item

The item you selected in the Products area of the Third Streamlined Order Inquiry Screen (Order Summary).

Note: The code displayed is the item alias if the customer ordered using an alias and the Display Item Alias (D56) system control value is selected.

Alphanumeric, 12 positions.

SKU

The item's unique characteristics, such as its size and color.

Note: The first 14 positions of the SKU description is displayed instead of the SKU elements if the Display SKU Description in place of SKU Element (F25) system control value is selected.

Alphanumeric, three 4-position fields or one 14-position field.

Desc

The description of the item. This is the base item description if the item has SKU’s.

Alphanumeric, 30 positions.

Qty ordered

The number of units of the item that the customer ordered.

Numeric, 5 positions.

Price

The actual unit price of the line after applying any discounts, breaks, or overrides. Discounted or overridden item prices are highlighted if the Display Order Line Discount Messages (F01) system control value is selected.

Numeric, 7 positions with a 2-place decimal.

Source

The source code assigned to the detail line, if any. There might not be a source code on the order detail line if the Use Source Code from Order Header When Creating Order Lines (D73) is not selected.

The source code at the line level controls demand and sales information/posting for that item, while the source code on the order controls how to price items and calculate freight.

Alphanumeric, 9 positions.

Offer

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

The offer defined for the quote or order controls how to calculate shipping and price items. However, if you override the offer for an item (if the customer is ordering from more than one catalog, for example), demand for the item is 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.

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

Offers are defined in and validated against the Offer table. See Working with Offers (WOFR).

Alphanumeric, 3 positions.

Offer price

The item price as defined for the offer. 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.

Note: When a price override reason applies to the order line (whether you enter an override reason manually, or if the system applies the override automatically), the override reason’s Override item offer price setting controls whether to use the regular offer price. See Overriding the Item/SKU Offer Price for a discussion.

Numeric, 7 positions with a 2-place decimal.

G/W

If this flag is selected, it indicates that the item is gift wrapped.

Freight

The charge for shipping the item. This total does not include additional freight charges, and is blank if the freight is calculated for the entire order instead of item-by-item.

Numeric, 7 positions with a 2-place decimal.

Add’l freight

The dollar amount of shipper/item charges, as defined for the shipper and item at the Work with Ship Via/Item Screen.

Numeric, 7 positions with a 2-place decimal.

Quantities

Qty reserved

The number of units of the item that are currently reserved from stock. The system does not reserve stock on quotes until they are converted to standard orders; see Converting Quotes to Orders. The reserved quantity is reduced when an item is canceled, confirmed for shipment, or unreserved using Interactive Reservation. The system updates this quantity at billing.

Numeric, 5 positions.

Qty printed

The number of units included on a printed pick slip.

Pre-generated picks: The system does not update this field when you create a pre-generated pick for the order line during pick slip preparation; the system updates this quantity when you generate a pick slip. See Applying Pick Slip Preparation to an Order and Performing Pick Slip Generation.

Voiding a pick slip: The system reduces the printed quantity if you void the pick slip and don't reprint, or when shipment of the item is confirmed.

Order Broker? If the order line has been assigned to the Order Broker for fulfillment (brokered backorder) or if the customer is picking up the order at a store (store pickup), the print quantity here is equal to the ordered quantity. In the case, the Drop ship flag at the Order Detail Window is set to D, although for a brokered backorder, the BO warehouse indicates your distribution center. See Brokered Backorders or Store Pickup Orders for background.

Numeric, 5 positions.

Qty shipped

The number of units that have shipped. The system updates this quantity at billing. This quantity is negative for returns processed by entering a negative quantity in order entry.

Numeric, 5 positions.

Qty returned

The number of units that the customer has returned. This quantity is zero for a return created by entering a negative quantity in order entry.

Numeric, 5 positions.

Qty canceled

The number of units that have been canceled.

Numeric, 5 positions.

Qty sold out

The number of units that have been sold out, either automatically or manually.

Numeric, 5 positions.

Expected ship date

Backordered item: the date a purchase order for this backordered item is expected.

Note: This field is not displayed for a reserved item, a brokered backorder, or if there are no open purchase orders for the item.

Finished good item: This field indicates when a finished good item created through work order processing will be ready for sale if the Use Work Order Processing (E37) system control value is selected. See Finished Good Work Order Processing (WWOR) for more information on work orders.

Drop ship item, including brokered item: This date is displayed for drop ship items if the Assign Drop Ship Expected Ship Date (I59) system control value is selected. See that system control value for more information.

Numeric, 6 positions; in user date format.

Next BO date

The next date when the order line is eligible to generate a backorder notice. See Generate Backorder Notices (GBOC) for more information.

Numeric, 6 positions; in user date format.

Entered date

The date when the order was created, or when the item was added to the order.

Numeric, 6 positions; in user date format.

Arrival date

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

The arrival date for each item is initially set to the current date; however, you can enter some future date in order entry or maintenance to delay shipment of the item.

The system defaults a future arrival date to an item with a future ship status if the item's status code matches the Future Orders Item Status (E52). The future arrival date that defaults for this item comes from the Default Future Orders Arrival Date (E53).

The arrival date controls:

• Whether the item is reserved

• Whether to create a pre-generated pick for the item

Influence on Reservation

The arrival date for the item controls whether to reserve inventory as follows:

Arrival date - Reservation Lead Days (B27) = Date

The system does not reserve inventory if the result is a future date. In this case, the item is flagged as a future order and assigned a backorder status.

When you run the Evaluate Future Orders process (typically, every evening) it evaluates each item flagged as a future order and reruns the arrival date calculation. When the result is no longer in the future, the process reserves the inventory. See Scheduling Jobs for more information.

Influence on Pre-Generated Picks

The item's arrival date also controls whether the system creates pre-generated pick.

The system uses this calculation:

Arrival Date from Order Line (or Order Ship To) - (Pick Processing Days (B37) + Ship Via Lead Days in WSHV) < or = Today's Date

The system creates a pre-generated pick for the order line if this system-calculated date is less than or equal to today's date; otherwise, the system does not create a pre-generated pick for the order line until the date is within the allotted time frame. See Selecting Order Lines for Pick Slip Preparation.

Zone reservation rules: For items subject to zone reservation, this date is:

• the zone start date if the item was ordered before the zone season start date.

• the order date if the item was ordered between the zone season start date and zone end date, provided that:

- if you use Standard Zone Reservation Rules, the item was available or you took the order before the zone’s deferred cutoff date

- if you use Alternate Zone Reservation Rules, the item was available or had an open PO quantity

• otherwise, this date is the next season's zone start date from the zone reservation dates.

See Shipping Zone Reservation Overview for a complete discussion.

You can use an order line's Arrival date as a selection criterion in pick slip generation. For zone reservation coded inventory such as plant stock, this selection insures that the item will ship at a date suitable for planting at its destination.

Numeric, 6 positions; in user date format.

Cancel date

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

Numeric, 6 positions; in user date format.

Inventory

Drop ship

Set to D for a drop ship item, or for a brokered backorder or store pickup order. In the case of a brokered backorder or store pickup, there is a printed quantity; for a brokered backorder, the BO warehouse indicates your distribution center.

Alphanumeric, 1 position.

Warehouse

The warehouse shipping the item. Typically set to 0. Some reasons why an order line might be assigned to a specific warehouse:

• this is a retail pickup or delivery order assigned to a warehouse by the Order Broker

• the order line is a return created by entering a negative quantity in order entry

• the order line was express-billed

• you specified a warehouse override for the order or line when creating the order, either in interactive order entry or through the order API

Warehouse code: numeric, 2 positions.

Warehouse description: alphanumeric, 30 positions.

BO warehouse

A code that identifies the warehouse assigned to ship a backordered item.

Note: This field appears only if there is a backordered quantity of the item.

Warehouse code: numeric, 2 positions.

Warehouse description: alphanumeric, 30 positions.

Future order

This flag indicates that the arrival date for the item is too far in the future to reserve stock. The item is reserved when the current date reaches the requested arrival date minus lead days for picking and shipping.

Valid values are:

• Selected = This is a future order; do not reserve inventory.

• Unselected = This is not a future order and is eligible for inventory reservation.

See the Arrival date for a discussion.

Affect inventory

Indicates whether the quantity available to sell (on-hand quantity) of the item is reduced during order entry.

Valid values are:

• Selected (default for a regular item) = Inventory levels are affected during order entry and when you ship the order. During order entry, reserved and open inventory increase and available inventory is decreases; when you ship the order, on-hand inventory, pickable inventory, open inventory, reserved inventory and total inventory across all warehouses decreases.

• Unselected (default for a Non/inv (Non inventory) item) = Inventory is not tracked. The system does 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 generates a pick slip for the non-inventory item as well as for the available item(s).

Bypass reservation

Indicates whether to reserve this item during order entry if inventory is available.

• If the Use OROB for Fulfillment Assignment (M31) system control value is selected, the system selects this flag for each order line sent to Oracle Retail Order Broker for fulfillment assignment. See Brokered Backorders.

• If the Use OROB for Fulfillment Assignment (M31) system control value is unselected, items that bypass immediate reservation must be reserved using Interactive Reservation. See Working with Interactive Reservation (MIRV). You can define an item to bypass reservation in the Item table.

Valid values are:

• Unselected (default) = Do not bypass reservation.

• Selected = Bypass reservation.

This setting defaults from the Item table if the item is set up to bypass reservation, because it is available in a limited quantity or it is a limited edition.

Special Handling

This area of the window provides information on custom or standard special handling for the item. See Special Handling Overview for background.

Special handling

The special handling code and description identifying the type of work to be performed on the item.

Special handling codes are defined in and validated against the Additional Charges table.

Code: alphanumeric, 2 positions.

Description: alphanumeric, 30 positions.

Special handling charge

The charge for special handling of an item. See Special Handling Overview for background.

Numeric, 7 positions with a 2-place decimal.

Handling information

One or more lines of free-form text describing the handling for the item.

Alphanumeric, 30 positions each line.

The following lines provide information custom special handling.

For more information on custom special handling information, see:

• Special Handling Overview

• Establishing Custom Special Handling Formats (WSHF) on how to set up special format detail

• Working with Items on the Order on how to enter custom special handling information on an order

Label

A special handling option defined for this custom special handling format.

Alphanumeric, 15 positions.

Input

The response selected for each special handling option available in the custom special handling format.

These fields might be blank if, for example, you use the special handling format only to add a charge to the Handling bucket on the order. The Suppress S/H window field for the additional charge code allows you to suppress the automatic display of the special handling screen in order entry if you use a special handling code for this purpose.

Alphanumeric, 45 positions.

Description

The description of the response, as specified at the Work with Special Format Response Screen when you set up the valid responses for the format.

Alphanumeric, 45 positions.

Charge

The charge associated with an option in the custom special handling format. This charge is added to the Handling bucket of the order totals.

Numeric, 7 positions with a 2-place decimal.

Activity

This area of the window displays order line history. See Display Order Line History Screen for background.

Activity

A code for a type of update against this item detail line.

Valid values are:

• A = Add: The line was added in order maintenance.

• B = Express Bill

• C = Cancel: includes canceling or reducing quantity using a cancel reason code flagged not to reduce demand.

• D = Discount: You used the Discount option in order maintenance against a shipped order line.

• E = Exchange

• G = Change: Includes changes that don’t affect quantity, in addition to canceling or reducing quantity using a cancel reason code flagged to reduce demand.

• O = Sold Out

• R = Return

• S = Shipment

Description

The description of the activity. See above.

Date

The date when the activity occurred.

Numeric, 6 positions; in user date format.

Qty

The quantity of the item affected by this activity. For example, 3- indicates that three units of the item were canceled. Activities that do not affect the order quantity, such as changing the pricing of the order line, do not display a quantity here.

This quantity is displayed differently depending on how the item was sold out; see Processing Auto Soldout Cancellations (MASO) for details.

Numeric, 5 positions.

Exc reason

Represents a reason for the customer to exchange one item for another.

Exchange reasons are defined in and validated against the Exchange Reasons table; see Establishing Exchange Reason Codes (WEXR).

Numeric, 3 positions.

Can reason

The reason for canceling the units or reducing the quantity. A cancel reason code is not displayed for soldout cancellations, whether you sell out the item by selecting Sold-out in order entry or order maintenance, or through Processing Auto Soldout Cancellations (MASO).

Cancel reason codes are defined in and validated against the Cancel Reason table; see Establishing Cancel Reason Codes (WCNR).

Numeric, 2 positions.

Rtn reason

Represents a reason for the customer to return an item.

Return reasons are defined in and validated against the Return Reason table; see Establishing Return Reason Codes (WRTR).

Numeric, 2 positions.

Add reason

Represents a reason for adding an item to the order. The system requires an add reason code if:

• the Require Reason for Lines Added in Order Maintenance (D75) system control value is selected, or

• the Required reason code field for the item offer or SKU offer is selected.

Add reason codes are defined in and validated against the Add Reason table; see Establishing Add Reason Codes (WADR).

Alphanumeric, 5 positions.

User

The user ID of the person who performed the activity. No user is listed if you sold out a line through Processing Auto Soldout Cancellations (MASO).

Alphanumeric, 10 positions.

Item

The item and SKU you selected at the Third Streamlined Order Inquiry Screen (Order Summary).

Item: alphanumeric, 12 positions.

SKU: alphanumeric, three 4-position fields.

Entering new message lines

Optionally, use the upper part of the window to enter new order line messages.

New messages

Use this field to enter new free-form text messages. If your entry exceeds 60 positions and you do not press Enter to start a new line, the system splits the text into separate lines of up to 60 positions each, using the last occurring blank space before position 60 as a line break.

Print

Highlight the print option to the right of the New message field. Available options are:

• Both = Print on both invoice and pick slip

• Invoices = Print on invoice only

• Nowhere or blank (default) = Do not print

• Picks = Print on pick slip only

Click Add when you are done.

Working with existing message lines

The lower part of the window displays existing order detail messages. You can review, change, or delete these messages.

To change:

• Position your cursor in the message line and double-click.

• Edit the text as needed and press Exit.

You can also change the Print option next to a message line.

To delete:

• Double-click in the message line to highlight it.

• Clear the Message field.

• Press Exit. The message line is deleted, and the remaining message lines move up on the screen if the deletion left a blank line.

Secured feature: The Modify Existing Messages (A30) secured feature controls the ability to change or delete an existing order line message.

Message

A message related to the order line.

Alphanumeric, 60 positions.

Print

Available options are:

• Both = Print on both invoice and pick slip

• Invoices = Print on invoice only

• Nowhere or blank = Do not print

• Picks = Print on pick slip only

Date

The date when the message was written.

Numeric, 6 positions; in user date format.

User

The user ID identifying the person who wrote the message.

Alphanumeric, 10 positions.

Line #

The number of the invoice line for the item.

Numeric, 3 positions.

Item

The code identifying the item that shipped or was returned.

Alphanumeric, 12 positions.

SKU

The item’s unique characteristics, such as its color or size. Included only if the item has SKUs.

Alphanumeric, three 4-position fields.

Ship qty

The shipped quantity of the invoiced item. The quantity is negative in the case of a credit invoice created for a return.

Numeric, 5 positions.

Price

The actual unit price of the shipped or returned item.

Numeric, 7 positions with a 2-place decimal.

Ship date

The date the invoice line shipped or the return was processed.

Numeric, 6 positions; in user date format.

Return qty

The quantity of the item returned on this invoice.

Numeric, 5 positions.

Return date

The most recent date when the customer returned any quantity of the item billed on this invoice.

Numeric, 6 positions; in user date format.