Assigning an Order Shipping Address
Purpose: Use the Create Order Ship to Address Screen to specify a shipping address for the order that will be linked to the current order only; no secondary customer record is filed with this address to use on future orders.
Order ship-to addresses are addresses that are attached to orders you are entering, but which are not saved as permanent mailing addresses for customers.
Example: Here is an example of when you would define an order ship-to address for an order:
Customer: "...please ship the package to my hotel room, because I am on vacation...."
No history captured: When you enter an order ship-to address, the system does not capture mail, order, or item history because the recipient is not a good target for future mailings.
When you create an order ship-to address, the system:
• Attaches this address automatically to the current order only
• Ships the order to the new shipping address
Shipping restrictions: If you have already entered the order, and one or more items on the order are restricted from being shipped to the state or country of the ship-to address you have selected, you cannot attach the new address to the order; instead, a message indicates:
One or more items on the order line are restricted to new shipping country/state.
For more information: See Entering Additional Item Information for information on item/state restrictions.
Van delivery: When you add an order shipping address to an order, the system reevaluates the order to determine if it no longer qualifies for van delivery and performs several updates if the order’s van delivery eligibility changes. Orders that ship to an order shipping address do not qualify for van delivery. See Changing the Shipping Address on an Order that Qualifies for Van Delivery and Van Delivery Processing for an overview.
Tax calculation: If the customer has a tax exemption at the state level, you need to clear the tax-related fields in order to prompt the system to recalculate the tax on the order based on the new shipping address. See Working with Customer Tax Status for an overview.
Ship-for-pickup order: If you use the Order Broker Integration, you can use the Create One Time Ship To Address screen to create a ship-for-pickup order (an order you ship to a designated store location, where the customer picks it up). See Ship-for-Pickup Orders for an overview.
Oracle Retail Customer Engagement customer integration: An one-time shipping address is not included in the information that Order Management System sends to Oracle Retail Customer Engagement when you use the Oracle Retail Customer Engagement customer integration. See the Customer Engagement Customer Integration for more information.
In this chapter:
• Create One Time Ship To Address Screen
Create One Time Ship To Address Screen
How to display this screen: Select One Time Ship To at the Work with Order Screen or the Work with Order/Recap Screen. You advance to the Change One Time Ship To Address screen instead if there is already an order ship-to address for the order; this screen includes all the same fields as the Create screen, and the attributes of each field are the same.
About this screen: The first fields at the top of this screen include information pertaining to the current order. Notice that no customer number is assigned to the order ship-to address record. This limitation is in place because the only purpose of this address is to direct the order to the correct destination.
The Country might default from the System Control table. Otherwise, the fields on this screen are blank, so you can enter the shipping address for the order.
Creating a ship-for-pickup order: If the Name in OROB for Point of Sale (L09) system control value specifies a system name, then the Store option is available at this screen. Select this option to advance to the Store Location Screen, where you can select the store where the customer wants to pick up a ship-for-pickup order. The store description and address then default to the Create One Time Ship To Address screen.
Note: The Store option is not available in order maintenance.
Field |
Description |
Order# |
A unique number assigned by the system to identify an order. Every order on the system is assigned an order number. This number is used in Order Inquiry to review information for the order. This number is also used throughout the system to access information on an order. You cannot update this number. Numeric, 8 positions; display-only, assigned by the system. |
Ship-to number (unlabeled field) |
A hyphen (-) separates this field from the Order# field. The system assigns a sequential ship-to number to every shipping address on an order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1. You cannot update this number. Numeric, 3 positions; display-only, assigned by the system. |
Sold-to name |
The name or company name of the customer placing the order. Alphanumeric, 41 positions; display-only. |
Store# |
The store number and description of the store location selected for a ship-for-pickup order, if selected at the Store Location Screen. In this case, the description also defaults to the Company field. If the store description exceeds 35 positions, it is truncated. Store number: alphanumeric, 10 positions; display-only. Store description: alphanumeric, 35 positions; display-only. |
Name |
Five fields are available for you to enter the customer's full name: Prefix A title that belongs before the customer's name, such as "Mrs." or "Dr." Alphanumeric, 3 positions; optional. First Name The customer's first name. Alphanumeric, 15 positions; optional. Initial The initial of the customer's middle name. Alphanumeric, 1 position; optional. Last Name The customer's last name. Alphanumeric, 25 positions; required if Company has not been entered. Suffix An addition to the customer's full name, such as "M.D.", "Fr.", or "III." Alphanumeric, 3 positions; optional. |
Company |
The name of the company to receive the shipment. Alphanumeric, 30 positions; required if Last name has not been entered. |
Address |
Four address fields are available: Address line #1 The customer's street address. Enter P.O. Box and the box number if the customer's shipping address is a post office box. For example, enter P.O. Box 9999 in the Street field to indicate delivery to a post office box instead of a home or company address. Alphanumeric, 32 positions; required. Address lines #2-#4 (unlabeled fields under initial Address field): Additional address fields for international or business addresses. Alphanumeric, 32 positions; optional. |
Apt/Suite (Apartment/Suite) |
The customer's apartment, suite, rural route, or floor number. Alphanumeric, 10 positions; optional. |
Postal code |
The postal or zip code for the shipping address. Required? A postal code is required only if the Require postal code? flag for the country is selected; see Setting Up the Country Table (WCTY). Default city and state? If the system control value Use Zip/City/State Defaulting? (B13) is selected, you can enter just the postal code to have the system default the associated city and state. Postal code validation: If a postal code is required, it is validated against the Zip/City/State (Postal Code) table; see Setting Up the Zip/City/State (Postal Code) Table (WZIP). External validation: The system calls a user-defined program to validate postal codes if the External Postal Code Validation (E62) system control value selected. Tax rates: The Postal Code table includes valid postal code/city/state combinations, and may also contain tax rates. You can purchase a listing of the valid combinations from your post office or you can enter each postal code/city/state combination manually. SCF/ship via validation: If you enter a postal code and the Perform ship via edit? flag for the country is selected, the system validates the SCF/ship via combination against the SCF Ship Via table when you complete the order; see Working with SCF/Ship Via Values (WSHV). Alphanumeric, 10 positions; required or optional based on country. |
City |
The city where the customer receives mail the shipment. Alphanumeric, 25 positions; required. |
State |
The state or province where you are shipping the order. Defined where? 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). Required? A state is required only if the Require state? flag for country is selected. See Setting Up the Country Table (WCTY). SCF validation: If the Require postal? flag for the country is selected, the system validates that the state you enter is assigned to the SCF associated with the postal code. See Working with SCF Codes (WSCF) for background. Alphanumeric, 2 positions; required or optional based on country. |
The code for the customer's country. Country codes are defined in and validated against the Country table. The country defaults from the Default Country for Customer Address (B17) or from your entry at the Default Values for Orders screen. Alphanumeric, 3 positions; required. |
|
Delivery |
Identifies a business (commercial) or residential address. Used when you ship an order by a carrier that uses business or consumer rate tables (such as UPS). • B =Business rate table will be used to determine shipping charges. • R =Residential rate table will be used to determine shipping charges. Alphanumeric, 1 position; optional. |
Email address |
The email address associated with the ship-to mailing address. The email address is upper and lower case. Fraud checking: The order goes on ES hold if this email address matches an email address in the Miscellaneous Fraud table; see Working with Miscellaneous Frauds (WMFF). Alphanumeric, 50 positions; optional. |
Phone |
The phone number for the one-time shipping address. Telephone number format: You can define a telephone number format to map to the phone numbers operators enter into the system. Telephone number formats are defined by arranging numbers and special characters such as hyphens and parenthesis in the same order and position as the numbers in a phone number would display. When an operator enters a phone number, the system compares the number of numeric characters in the phone number with the telephone number formats you have defined. In order to match a format, the phone number must have the same number of numeric positions as a telephone number format. If the system cannot find a match, the phone number does not map to a telephone number format and displays as it was entered by the operator. See Work with Telephone Number Format Screen form more information. The system calls a user-defined program to validate phone numbers outside of Order Management System if you set the External Validation for Phone Number (E64) system control value to Y. Alphanumeric, 14 positions; optional. |
Screen Option |
Procedure |
Select the store where the customer wants to pick up a ship-for-pickup order |
Select Store to advance to the Store Location Screen. This option is available only if the Name in OROB for Point of Sale (L09) system control value specifies a system name. When you select a store on the Store Location Screen, the system defaults the store description and address to the Create One Time Ship To Address screen. Note: The Store option is not available in order maintenance. |
Purpose: Use this screen to select the store location where the customer wants to pick up a ship-for-pickup order. Only store locations set up through Work with Store Cross Reference (WSCR) and flagged as Ship for pickup are available at this screen. See Ship-for-Pickup Orders for an overview.
How to display this screen: Select the Store option at the Create One Time Ship To Address Screen. The Store option is available if the Name in OROB for Point of Sale (L09) system control value specifies a system name.
Note: The Store option is not available if there is an Order Broker record associated with the order (indicating that the order is a delivery or retail pickup order received from Order Broker, or a brokered backorder sent to Order Broker). See the Order Broker Integration for an overview.
Field |
Description |
Store code |
The store code from the Store Cross Reference record. Alphanumeric, 10 positions; display-only. |
Postal code |
The postal code where the store is located. Alphanumeric, 10 positions; display-only. |
City |
The city where the store is located. If the city exceeds 35 positions, it is truncated. Alphanumeric, 35 positions; display-only. |
State |
The state or province where the store is located. Alphanumeric, 2 positions; display-only. |
Store name |
The description of the store. If the description exceeds 30 positions, it is truncated. Alphanumeric, 30 positions; display-only. |
Selecting a store location: When you select a store location, the following information from the Store Cross Reference record defaults to the Create One Time Ship To Address Screen:
• Store #: assigned to the Order Ship To for the order
• Description: Company name field (truncated to 30 positions)
• Address lines 1-4, city, state, postal code, and country: corresponding fields for the one-time shipping address
Note: In order to create a ship-for-pickup order to send to Order Broker, you need to select the store at this screen. If you simply enter the name and address of the store at the Create One Time Ship To Address Screen, the system does not treat the order as a ship-for-pickup order or send the order information to Order Broker.
Changing to or from a store location for a ship-for-pickup order:
• Changing the information from the Store Cross Reference record: Once you have selected a store location for a ship-for-pickup order, it is important not to change the name and address to one that differs from the store location’s shipping address.
• Selecting a store after entering a name and address: If you select a store location after initially entering a one-time ship-to address for the order, the system flags the order as a ship-for-pickup order and defaults the available address fields from the Store Cross Reference record; however, if you previously entered a name or apartment/suite that did not default from the Store Cross Reference record, this information remains. Things to note:
- The fields you cannot define for the Store Cross Reference record are the name fields (prefix, first name, middle initial, last name, suffix); the apartment or suite; and the email address.
- If you leave any of the address lines blank for the Store Cross Reference record, the information you entered previously is not replaced when you select the store.
• Changing to a different store: After selecting a store location, you can change the order to ship to a different store location by selecting the Store option again. The description and address of the new store location replaces the existing shipping address.
• Removing a store: You can select Delete on the Create One Time Ship To Address Screen during order entry to remove the store location from the order. In this situation, the system no longer considers the order a ship-for-pickup order and changes the ship-to address on the order to the sold to address.
For more information: See Ship-for-Pickup Orders for background.
