Setting Up Order Entry Values

Purpose: The Order Entry area of the System Control table defines:

• Parameters that control Order Entry processing

• Order Entry defaults

• Interfaces in Order Entry

For more information: For instructions and screen samples on how to create, change, delete, and copy a system control value, see System Control Table Components.

Quick Reference of Order Entry System Control Values

The Order Entry System Control Values table briefly describes the system control values for the Order Entry application area and lists the system control value, a short definition, other system control values to which you should refer in this section, if necessary, and a column where you can indicate the value that you assigned for your company.

If you are working with multiple companies, make a copy of this table for each company on your system.

Company: ______________________________

System Control Value

Description

Your Value

Current Offer (A33)

Defines the most current offer.

Code:

Allow Multi-Payment Types (A74)

Indicates if a customer can apply more than one payment type to an order.

Selected/

Unselected:

Display Order Recap (A75)

Indicates if the Order Recap screen should display at the end of an Order Entry session.

Selected/

Unselected:

Create/Assign Bill To Customers in Order Entry (A76)

Indicates if you will assign a bill-to address to an order in Order Entry.

Selected/

Unselected:

Default Ship Via (A77)

Defines the value that will default in the Ship Via field in Order Entry.

Number:

GST Rate (A90)

Defines the default GST tax rate for orders for Canadian companies or orders shipped to Canada.

Percentage:

GST Item Status Default (A91)

Defines the default GST tax status assigned to items (subject to GST and PST tax).

Code:

Use Zip/City/State Defaulting? (B13)

Indicates if City and State fields will default in Order Entry.

Selected/

Unselected:

Tax on Freight (B14)

Indicates if the system will charge tax on freight.

Selected/

Unselected:

Tax on Handling (B15)

Indicates if the system will charge tax on handling.

Selected/

Unselected:

Default Country for Customer Address (B17)

Defines the country code that will default in the Country field in Order Entry.

Code:

Default Order Type (B28)

Defines the value that will default in the Order Type field in Order Entry.

Code:

Default Order Quantity (B30)

Defines the order quantity that will default in the Quantity field in Order Entry.

Quantity:

Pricing Values (B31):

Defines how pricing will be performed in Order Entry. Assign sequence number to define the order for the following line-level pricing methods.

Best Way Pricing (A78)

Indicates if the system will search the pricing hierarchy to assign the lowest price to the order line.

Selected/

Unselected:

Offer Price Sequence # (A79)

Uses the price defined for the item in the Item/Offer or SKU/Offer record.

Number:

Quantity Break by SKU Sequence # (A80)

Uses the price defined for the item in the Quantity Break table at the Item/Offer or SKU/Offer level.

Number:

Column Sequence # (A81)

Uses the price defined for the item based on Column Pricing at the Item/Offer or SKU/Offer level and the column assignment defined for the customer.

Number:

Special by Source Sequence # (A82)

Uses the price defined in Special Pricing by Source Code record for each source/item combination.

Number:

Contract Sequence # (A83)

Uses the special contract price defined for the customer in the Contract Pricing table.

Number:

Customer Discount Sequence # (A84)

Uses the discount percentage established in the customer record and applies the discount to each order detail line.

Number:

Quantity Break/Item (A87)

Indicates if the system will reprice an order by the Quantity Break by Item method.

Selected/

Unselected:

Item Volume Discount (B29)

Indicates if the system will reprice an order by the Item Volume Discount method.

Selected/

Unselected:

Price Codes (D93)

Indicates if the system will reprice an order based on price codes assigned to items.

Selected/

Unselected:

Price Table Sequence # (E06)

Uses the price, discount, and/or premiums defined for items or groups of items in a price table.

Number:

Price Tables (E07)

Indicates if the system will reprice an order based on the information in price tables.

Selected/

Unselected:

Search Active Offers for Price (F95)

Defines whether the system searches active offers for a valid offer price when you add an item to an order.

Selected/

Unselected:

Quantity Price Matrix Hierarchy Sequence # (K40)

Uses the price defined for the item in the Working with Quantity Price Matrix (WQPM) menu option.

Number:

Quantity Price Matrix Pricing (K41)

Indicates if the system will reprice an order based on the information in the Working with Quantity Price Matrix (WQPM) menu option.

Selected/

Unselected:

Customer Price Group Code for CPG Pricing Only (L58)

Defines whether the system uses customer price group pricing and the customer price group code that represents the basic customer price group.

Code:

Default Price Override Reason (B35)

Defines the price override reason code that will default when entering free gifts or accompanying items in Order Entry.

Code:

Backorder Free Gifts (B48)

Indicates if you will place items designated as free gifts on backorder.

Selected/

Unselected:

Price Override Code for Promotional Priced Lines (B61)

Defines the price override reason code to use when adding a free item to an order through a tiered promotion.

Code:

Default Cash Pay Type (C07)

Defines the value that will default in the Pay Type field when applying a customer's refund/balance due write-off to an order.

Number:

Duplicate Item Check (C09)

Defines whether the system should notify you if a customer ordered the same item/SKU within the period specified in the Duplicate Item Days field.

Selected/

Unselected:

Default Version for Order Inquiry (C34)

Defines the format of the initial screen that will default in standard Order Inquiry.

Code:

Default Additional Charge Code (C45)

Defines the additional charge code used when converting a balance due write-off to an additional charge during Order Entry.

Code:

Use Default Current Source Code (C46)

Indicates whether an existing customer's current source code will default during Order Entry.

Selected/

Unselected:

Duplicate Item Days (C58)

Defines the number of days used to validate whether the customer ordered the same item/SKU on different orders, if using the Duplicate Item Check (C09) feature.

Number:

Order Purge Days (C62)

Defines the number of days from the last transaction date that a closed or canceled order will be eligible for deletion through the Order Purge Program.

Number:

Update Demand for Order Maintenance Transactions (C72)

Defines whether or not demand will be increased or decreased for Order Maintenance transactions.

Selected/

Unselected:

Default Male/Female Profile Code (C74)

Defines the profile code that has been created for 'Gender.'

Code:

Default Delivery Code for New Order Entry Customers (D13)

Defines the default delivery code to be assigned to new customers entered through Order Entry and Catalog Requests.

Code:

Default “Gift Order” Flag (D14)

Defines the default gift code to be assigned to all orders.

Selected/

Unselected:

Phone Numbers (D15)

Defines which two types of telephone numbers are displayed and/or entered in Order Entry, Order Maintenance, standard Order Inquiry and Work with Catalog Requests.

Code:

Load Source from Mailing History (D20)

Defines whether the source code from the most recent mailing to the customer will default to the order detail line.

Selected/

Unselected:

User-defined Field Prompting for Existing Customers (D33)

Controls whether the User Fields screen appears automatically for existing customers if no information has been entered previously.

Selected/

Unselected:

Display Discount on Order Recap Screen (D38)

Controls whether the Order discount field displays in order entry, standard and streamlined order inquiry, and order maintenance.

Selected/

Unselected:

Override Offer on Order Detail Line (D49)

Controls whether the system overrides the offer for items not available in the offer for the order.

Selected/

Unselected:

Display Item Alias (D56)

Defines whether the item alias rather than the item code displays in Order Entry, Order Maintenance and standard and streamlined Order Inquiry.

Selected/

Unselected:

Perform Source Pricing Validation (D62)

Determines whether the system will prevent you from ordering an item that is not associated with the special source code on the order

Selected/

Unselected:

Default Customer Class in Order Entry (D63)

Defines a customer class to assign to new customers created through Order Entry

Code:

Default Previous Pay Type in Order Entry (D64)

Defines whether to use the customer's previous payment method as the default in Order Entry

Code:

Track Invoice Currency (D68)

Determines whether the system will track the currency conversion rate in effect when the order is billed

Selected/

Unselected:

Default Country for International Address Format (D69)

Defines the country code that will default to the Country field when you are assigned to the new customer address format

Code:

Method for Processing Overpayments in Order Entry (D70)

Defines whether the system automatically creates refunds for overpayments on prepaid orders, applies the overpayments as contributions, or displays a pop-up window in Order Entry allowing you to specify a refund or a contribution

Code:

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

Defines whether the source code defined for the order header should pull through to the order detail lines.

Selected/

Unselected:

Require Reason for Lines Added in Order Maintenance (D75)

Defines whether to require an add reason code when you add items to an order in Order Maintenance.

Selected/

Unselected:

Include Handling in Freight Charge Calculation (D77)

Defines whether the system includes handling charges in the total order amount subject to freight when using dollar chart or percentage freight calculation methods.

Selected/

Unselected:

Extra Weight for Order Weight Freight Method (D85)

Defines the extra weight to use for each carton when calculating freight with the order weight freight method.

Weight:

Prorate Dollar Discounts and Coupons (D90)

Defines whether to prorate discount amounts across items on the order.

Selected/

Unselected:

Price Override Reason for Same Price Exchanges (D92)

Defines the default price override reason code to use when you add an exchange item to an order for an item that was sold at a discount.

Code:

Default Price Table (E04)

Defines the price table for the system to check if there is no price table specified for a source code, or if an item on the order is not included in the price table specified in the source code.

Code:

Price Table Level Override Code (E05)

Defines the price override reason code to use when overriding the maximum pricing level for an item on an order.

Code:

Order Type to Process as Catalog Request/Item Samples (E08)

Defines an order type you can use for catalog requests in order to code customers you create with this order type as catalog requesters rather than buyers.

Code:

Default Ship Complete Flag (E09)

Sets the default for the Ship complete flag on the Order Properties screen to selected or unselected.

Selected/

Unselected:

Evaluate Promotional Items/Inserts in Order Entry/Maintenance (E48)

Defines whether the system will automatically add package insert items to orders in Order Entry/ Maintenance if the order qualifies.

Selected/

Unselected:

Dollar Method Used to Evaluate Offer Ship Via Override (E50)

Defines whether the system looks at merchandise or order total in evaluating an order for an offer or source code-related ship via override

Code:

Future Orders Item Status (E52)

Defines the item status code the system uses to select items to take a future arrival date in Order Entry and Order Maintenance.

Code:

Default Future Orders Arrival Date (E53)

Defines the future arrival date the system defaults to items defined with a future ship status on an order.

Date:

Demand Update for Non-Inventoried Items (E59)

Controls whether you update demand for items whose Non/inv flag is selected.

Code:

External Postal Code Validation (E62)

Defines whether the system calls a user-defined program to validate postal codes outside of Order Management System.

Selected/

Unselected:

Default Source for Internet Orders (E65)

Defines the default source code to use for an order received through the internet interface if no source code is specified on the order.

Code:

Tax Included in Price (E70)

Defines whether you process orders subject to tax-inclusive pricing and VAT.

Selected/

Unselected:

Override Offer/Page/Alias on Order Detail (E72)

Defines whether the system changes the offer code for an item to the offer containing the item's page/alias.

Selected/

Unselected:

Tax Inclusive Cutoff Date (E79)

Defines the date when VAT and tax-inclusive pricing went into effect.

Date:

Default Salesrep Number (E86)

Defines the salesrep number you want to default in the Salesrep number field on the Default Values for Orders screen in order entry.

Number:

Require Salesrep Number in Order Entry/Order Maintenance (E87)

Defines whether the Salesrep number field is a required field in order entry and order maintenance.

Selected/

Unselected:

Modulus 10 Check on Salesrep Number (E88)

Defines whether a modulus 10 check is performed against the salesrep number in Work with Salesreps.

Selected/

Unselected:

Display Special Format Response Descriptions in Order Entry (E90)

Defines whether custom special format response descriptions display in order entry.

Selected/

Unselected:

User Defined Modulus Check Program (E94)

Defines the program name used to validate credit card numbers entered for credit card pay types defined with an MU modulus check.

System Name:

Allow Negative Prices in Order Entry (E97)

Defines whether you can enter a negative price on order entry or order maintenance.

Selected/

Unselected:

Sub Page Entry (E99)

Defines whether the Sub page field displays on the Create Item Offer screen in Work with Item/SKUs and on the Create Item/SKU Offer screen in Create Item/SKU Offer.

Selected/

Unselected:

Display Order Line Discount Messages (F01)

Defines whether discounted lines are highlighted and a message displays in order entry, order maintenance and standard and streamlined order inquiry.

Selected/

Unselected:

Load Order Header Source from Mailing History (F05)

Defines whether the source code from the most recent mailing to the customer defaults onto the order header in order entry.

Selected/

Unselected:

Display SKU Description in place of SKU Element (F25)

Defines whether the SKU description displays in place of the SKU elements in order entry, order maintenance, and standard and streamlined order inquiry.

Selected/

Unselected:

Use Computer Telephony Integration (F26)

Defines whether you advance to the CTI Customer Selection screen in order entry or computer telephony integration.

Selected/

Unselected:

Update CTI Customer Call Log (F27)

Defines whether the system creates CTI customer call log entries automatically for all call activity.

Selected/

Unselected:

SKU Element for Order Entry Filtering (F40)

Defines the SKU element to use for filtering which item coordinates display when you are cross-selling by item coordinate in order entry.

Number:

Display Backordered Coordinate Sale Items (F41)

Defines whether backordered items display in the pop-up windows for item coordinates in order entry.

Selected/

Unselected:

Restrict Additional Charge Amount if Default Charge (F43)

Defines whether the Amount field is enterable at the Enter Additional Charges pop-up window for an additional charge code that has a default charge amount specified.

Selected/

Unselected:

Deferred and Installment Billing (F51)

Defines whether an operator can assign a deferred or installment payment plan to an order.

Selected/

Unselected:

Number of Times Flexible Payment Option is Used (F52)

Defines the number of times a credit card can be used before an order containing a deferred or installment payment plan is placed on PV hold.

Number:

Number of Days Flexible Payment Option is Used (F53)

Defines the number of days a credit card can be used before an order containing a deferred or installment payment plan is placed on PV hold.

Number:

Dollar Threshold for Sold To Customer Orders with Flexible Payments (F54)

Defines whether the system places an order containing a deferred or installment payment plan on hold when the total open order amount and open invoice amount exceeds the amount specified.

Dollar Amount:

Net Credit Card Credits for Deferred and Installment Billing (F55)

Defines whether credit invoices are netted with debit invoices before a deposit is sent to the service bureau for an invoice associated with a deferred or installment payment plan.

Selected/

Unselected:

Retail Order Defaults (F59)

Defines whether the system defaults a retail warehouse and location to the Enter Location pop-up window for an order containing an express bill ship via.

Selected/

Unselected:

Recalculate Freight Default (F62)

Defines the default setting of the Recalculate freight field in order maintenance or when you cancel an item through a separate menu option.

Selected/

Unselected:

Sort Source Codes Prompt by Description in Order Entry (F67)

Defines whether the system displays source codes alphanumerically by source code description on the Select Source screen in order entry.

Selected/

Unselected:

Pass Entity Code to Tax Interface (F69)

Defines whether the system passes the entity code defined for the division that is associated with the source code on the order to the tax interface.

Selected/

Unselected:

Remote Order Values (F70)

Defines system control values related to the generic order API.

Exact Match Required on First Name for Remote Orders (F71)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the first name is not exactly the same.

Selected/

Unselected:

Exact Match Required on Last Name for Remote Orders (F72)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the last name is not exactly the same.

Selected/

Unselected:

Exact Match Required on Street Address for Remote Orders (F73)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the street address is not exactly the same.

Selected/

Unselected:

Exact Match Required on Address Line 2 for Remote Orders (F75)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the second address line is not exactly the same.

Selected/

Unselected:

Exact Match Required on Apartment for Remote Orders (F74)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the apartment number is not exactly the same.

Selected/

Unselected:

Exact Match Required on City for Remote Orders (F76)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the city is not exactly the same.

Selected/

Unselected:

Exact Match Required on State for Remote Orders (F77)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the state is not the same.

Selected/

Unselected:

Exact Match Required on Company for Remote Orders (H88)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the company name is not the same.

Selected/

Unselected:

Exact Match Required on Email Address for Remote Orders (I11)

Defines whether a customer record received through the order API qualifies as a match to an existing record based on match code, even if the email address is not the same.

Selected/

Unselected:

Include Spaces in Special Handling Edit for Maximum Characters (F80)

Defines whether spaces are included in the edit the system performs to determine the maximum number of characters allowed for a custom special handling line.

Selected/

Unselected:

Display Entity Description (F84)

Defines whether to display the entity associated with an order at the CTI Customer Selection screen and in standard order inquiry.

Selected/

Unselected:

Update Original Source Code for Recipient Customers (F90)

Defines whether the system writes the source code defined for the sold to customer to the Original source field for a recipient customer.

Selected/

Unselected:

Position Cursor on Offer Field in OE/OM (F91)

Defines whether the offer field is blank for new order detail lines, in which case the cursor is positioned there for easy entry.

Selected/

Unselected:

Maximum Warranty Order Amount (F97)

Defines the maximum dollar amount allowed for warranty items on an order before the order is placed on hold.

Dollar Amount:

Maximum LTD Warranty Amount for Customer (F98)

Defines the maximum life to date warranty dollar amount allowed for a customer before an order for this customer containing warranty items is placed on hold.

Dollar Amount:

Default Price Override Reason for Warranty Items (G01)

Defines the price override reason code the system defaults to an order detail line when an operator adds a warranty item to an order.

Code:

Customer Class for User Defined Field Prompting (G04)

Defines the customer class which requires prompting in order entry for user-defined fields.

Code:

Include Weight of all Items in Freight by Order Weight (G05)

Defines whether the system adds together the weight of all non-ship alone items and ship alone items, regardless of the item's shipper or arrival date in the freight by order weight calculation.

Selected/

Unselected:

Check Interface Payment Type (G26)

Defines the pay type the system identifies as the check interface payment type.

Number:

Check Interface Additional Charge Code (G27)

Defines the additional charge code the system applies to an order that uses the check interface payment method.

Code:

Default Offer Source Code to Order Detail Line (G28)

Defines whether the system defaults the source code defined for the offer on the order detail line to the Source code field on the order detail line.

Selected/

Unselected:

Auto Update Order Priority (G45)

Defines whether order priority on the order ship to and order detail records will be automatically set to 9 when an arrival date override is entered in order entry/maintenance.

Selected/

Unselected:

Calculate Freight by Order Weight for N/C Orders (G68)

Defines whether the system charges freight on an order whose merchandise total is zero, when you calculate freight using the freight by order weight freight method.

Selected/

Unselected:

Authorize Full Amount During Order Entry (G99)

Defines whether the credit card payment method on the order is authorized for the entire dollar amount defined for the card or the shippable amount defined for the card when you perform online authorization during order entry.

Selected/

Unselected:

Require Phone Number in Order Entry/Order Maintenance (H01)

Defines whether you are required to enter a phone number in at least one of the phone number fields on the order header screen in order entry/maintenance.

Selected/

Unselected:

Add Accompanying Items in Order Maintenance (H28)

Defines whether the system adds accompanying items to orders in Order Maintenance.

Selected/

Unselected:

Restrict SKU Scan by Offer (H34)

Restricts SKU display on SKU Scan screen to SKUs that are included in the offer associated with the order line.

Selected/

Unselected:

Bypass Geographic Zone Searching in Order Entry/Order Maintenance (H55)

Defines whether the system skips the search for a geographic zone, which is required for shipping zone reservation in order entry or maintenance.

Selected/

Unselected:

Alternate Customer Number Label Description (H95)

Defines the name of the Alternate customer number (Interface cust code) field that displays on screens in Order Management System.

Code:

Sell Out Set if Component is Sold Out (I05)

Indicates whether to sell out the entire set if one of the components is sold out.

Selected/

Unselected:

Include Telephone Number in Customer Search (I20)

Indicates whether to consider the customer’s evening or daytime phone number when searching for an existing customer as part of order creation in the generic order interface.

Selected/

Unselected:

Automatically Display Coordinate Items in Order Entry (I53)

Defines whether the system automatically displays the Display Coordinate Items window when an item associated with coordinate items is added to an order.

Selected/

Unselected:

Default Unknown Source Code (I58)

Defines the unknown source code on the order header that triggers the system to default a new source code to the order header, based on the source code associated with the offer on the first order detail line.

Code:

Assign Drop Ship Expected Ship Date (I59)

Indicates whether to assign and display the expected ship date for drop ship items.

Selected/

Unselected:

Allow Manual Entry of Promotion Code (I63)

Indicates whether the customer must specify a promotion code in order for the discount to apply to the order.

Selected/

Unselected:

Exclude Sale Item When Prorating Discounts (I65)

Indicates whether sale items should be excluded when prorating discounts applied through promotions.

Selected/

Unselected:

QAS Address Interface Values (I66)

Defines the system control values for the EDQ Address Validate API.

Use QAS Address Interface (I67)

Indicates if you use the EDQ Address Validate API to retrieve address information from EDQ.

Selected/

Unselected:

Address Interface User Hold Code (I68)

Defines the hold reason code the system assigns to an order received through the Order API at the user level if an exact address match is not found in EDQ for the Order Management System address.

Selected/

Unselected:

Display Confirmation After QAS Picklist Selection (J01)

Defines whether the system displays the Address Standardization: Verify Recommendation (from Pick List) Screen after you select an address from a list of valid addresses returned by EDQ.

Selected/

Unselected:

Perform Address Standardization in Customer API (I99)

Indicates whether the system performs address standardization using the EDQ Address Validate API when you receive an Add or Change request through the Customer API.

Selected/

Unselected:

Batch Number for Retail Channel Orders (I78)

Defines the order batch number the system assigns to retail channel orders received into Order Management System that are in error.

Number:

Suppress Email Address Search (J09)

Indicates whether to generate order-related emails even if the operator clears the order email address field.

Selected/ Unselected:

Capture Addresses for Invoice (J24)

Defines whether to create a record in the Invoice Address table for the shipping and billing address associated with each shipment.

Selected/ Unselected:

Reserve from Non-Allocatable Warehouse (J25)

Defines whether the system can reserve inventory against a non-allocatable warehouse.

Selected/ Unselected:

Use Generic Tax XML Interface (J10)

Defines whether to use when to use the generic tax interface.

Code:

Use Standard Tax Calc if Tax Interface Communication Fails (J13)

Defines whether to use the system’s standard tax calculation logic if there is no response using the generic tax interface.

Selected/ Unselected:

Hide Item Availability in Order Entry (J66)

Defines whether to display the available quantity of each item on an order at the Work with Order Lines screen in order entry and order maintenance.

Selected/ Unselected:

Best Way Ship Via for Auto-Assignment (J67)

Defines the ship via code to trigger the system to automatically select the ship via with the lowest charges for the order.

Code:

Automatically Reprice Coupon (K02)

Defines whether the system automatically reprices an order when you select Accept or Exit at the Coupon Discount Window.

Selected/ Unselected:

Capture Order/Call Disposition (K03)

Controls when the system captures order/call disposition activity and whether a reject reason is required when you reject an order or terminate a call from an external order call center.

Code:

Write Order Messages for Membership Rotation (K04)

Controls whether to write an order message to print on pick slips indicating the next release date for a customer membership

Selected/ Unselected:

Price Override Reason for Price Matrix Customer Specials (K42)

Defines the price override reason code the system assigns to an order line that is priced using a quantity price matrix customer special.

Code:

Best Way Promotions (K44)

Controls the logic the system uses to determine which promotion(s) to apply to an order.

Selected/Unselected:

Price Override Reason for Promotions (K45)

Defines the price override reason code the system assigns to order lines that are discounted through certain promotions.

Code:

Reject Duplicate Web Orders (K64)

Controls whether the order API discards a duplicate web order.

Selected/Unselected:

Quote Printing Program (K73)

Defines the print program the system uses to generate the Quote form.

System name:

Quote Confirmation Email Program (K74)

Defines the email program the system uses to generate the Quote Confirmation email.

System name:

Price Override Reason for Quotes (K75)

Defines the price override reason code the system applies to each detail line on a pre-order quote when it is accepted so that the quoted price for each item is retained when the quote is converted to an order.

Code:

Override Freight on Quote Conversion (K76)

Defines whether the freight and additional freight charges on a pre-order quote are used as a freight override when the quote is accepted so that the quoted freight amount is retained when the quote is converted to an order.

Selected/Unselected:

Second Compatibility Code used to Trigger SKU Blocking (K84)

Defines the second compatibility code used to trigger Order Management System to send item and order information to an external system to determine whether the item/SKU is allowed on the order.

Code:

Default Van Delivery Ship Via (L07)

Defines the ship via code to default to the Order Header when an order qualifies for van delivery.

Number:

Send Tax to Tax Interface as Quote Not Invoice (L11)

Defines whether to send a QUOTATION or INVOICE tax interface request during billing.

Selected/Unselected:

Order Type for Special Orders (L15)

Defines the order type that flags a special ship-for-pickup order to be identified to the Order Broker by the e-commerce order ID rather than the Order Management System order number.

Code field:

Pay Type for Special Orders (L16)

Defines the pay type that indicates that the customer needs to pay for a ship-for-pickup order when picking it up at the store.

Number field:

Third Phone Number Type (L53)

Defines whether to label the customer’s third phone number as the fax or mobile number.

Code field:

Price Override Reason Code for CPG Pricing (L59)

Defines the price override reason code to assign to order lines priced using customer price group pricing that should not be further discounted except by order-level coupons.

Code field:

BOGO Grouping by Price Code or Category (L62)

Defines whether to qualify and apply BOGO promotions based on price code or item category.

Code field:

Add Reason for No Cost PO (M04)

Defines the add reason code the system uses to add a drop ship PO line to an order at no cost.

Code:

Fraud Values (M19)

Defines the system control values related to fraud.

Fraud Checking (A68)

Indicates if fraud checking will be performed during Credit Checking routines.

Selected/

Unselected:

Use Gift Card Fraud Checking (L72)

Defines whether the system places an order on hold if it contains a stored value card item and a stored value card payment method.

Selected/Unselected:

Allow Order for New Bill-to Without Order Hold (D84)

Defines whether the system automatically places orders associated with a new bill-to customer on hold

Selected/Unselected:

Maximum Order Amount (A92)

Defines the order amount that will cause an order to be placed on hold unconditionally.

Dollar Amount:

Maximum Order Amount for E-Commerce Orders (H54)

Defines the order amount that will cause an e-commerce order to be placed on hold unconditionally.

Dollar Amount:

Maximum Order Quantity (C60)

Defines the maximum order quantity that may be keyed on an order detail line.

Number:

Maximum Order Line Value (E98)

Defines the maximum order line dollar value you can enter without proper authority; a pop-up window displays if you have authority but you exceed this value.

Dollar Amount:

Maximum Order Amount for Fraud Checking (D24)

Defines the order amount that will cause a credit card order, shipping to an address other than the sold-to address, to be placed on hold if the order does not also meet the criteria for the Ship Via Priority for Ship To Mismatch (L71), and the # of Times Shipped to Same Address (D25) or the # of Days Since Last Order (D26) system control values.

Dollar Amount:

# of Times Shipped to Same Address (D25)

Defines the minimum number of times a customer must ship to a recipient address for the order not to be placed on a ship to mismatch hold if it also exceeds the dollar amount specified in Maximum Order Amount for Fraud Checking (D24) and has a ship via on the order header whose priority matches the Ship Via Priority for Ship To Mismatch (L71).

Number:

Ship Via Priority for Ship To Mismatch (L71)

Defines the ship via priority that prompts the system to place an order on SM Ship To Mismatch hold, provided the order also exceeds the dollar amount specified in the Maximum Order Amount for Fraud Checking (D24) and the number of times shipped to the address on the order 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).

Number field:

# of Days Since Last Order (D26)

Defines the minimum number of days that must pass before a customer can place and ship an order to a recipient address and not have the order placed on a ship to mismatch hold if it also exceeds the dollar amount specified in Maximum Order Amount for Fraud Checking (D24) and has a ship via on the order header whose priority matches the Ship Via Priority for Ship To Mismatch (L71).

Number:

Order Discount Percentage Limit (D16)

Defines the maximum override discount percentage that may be entered in Order Entry and Order Maintenance.

Percentage:

Price Override Limit Percent (E55)

Defines the percentage of the price override limit Order Entry operators can enter for items.

Percentage:

Negative Additional Charge Limit (E49)

Defines the dollar value the system uses to limit the total negative additional charges applied to an order.

Number:

Fraud Score Cancel Reason Code (M14)

Defines the cancel reason code the system assigns to an order that is automatically cancelled due to the fraud scoring results from Cybersource Decision Manager.

Number:

Product Classification for Fraud Scoring (M15)

Defines the product classification Order Management System sends to Cybersource during Cybersource Decision Manager Fraud Scoring.

Code:

Search Promotions by Start Date in Order Entry (M27)

Defines how promotions sort on the Select Promotion window in interactive Order Entry.

Selected/

Unselected:

Default Source Code in Contact Center Order Entry (M55)

Defines the source code to default in Contact Center Order Entry.

Code:

IN03_02 OMSCS 19.0 December 2019 OHC