Working with Item Coordinates (WCIO)

Overview: Use the Work with Item Coordinates Screen to specify related items or SKUs for a selected item, so that when a customer orders the primary item you can cross-sell the coordinates. For example, if you sell a blazer, you might also sell a related skirt, blouse, and scarf.

In this chapter:

About Item Coordinates

Working with Item Coordinates (WCIO)

- Item Coordinate Creation Summary

- Work with Item Coordinates Screen

Change Item Coordinate Screen

Copy Coordinate Item Pop-Up Window

Work with SKU Coordinates Screen

Create SKU Coordinate Screen

Select SKU Coordinates Screen

About Item Coordinates

Setting up a primary item and coordinates: The item you select at the Work with Items Screen, and match related items to, is the “primary item”; the related items are “coordinate items.” Item coordination does not automatically work in both directions; in other words, designating a skirt as a coordinate to a blazer does not automatically designate the blazer as a coordinate to the skirt. You must select the Work with Item Coordinates option for each item that you would like to designate as a primary item, and then select the related coordinates for cross-selling.

Order entry: When you enter an order for an item that is associated with any item coordinates:

• If the Automatically Display Coordinate Items in Order Entry (I53) system control value is selected, you advance to the Display Coordinate Items Window when you add an item associated with coordinate items to an order.

• If the Automatically Display Coordinate Items in Order Entry (I53) system control value is unselected or blank, a coordinate message indicates when you add an item associated with coordinate items to an order: Coordinate items exist for base item entered. You select Coordinates for the primary item to advance to the Display Coordinate Items Window.

The system will cross-sell coordinates even if the primary item is soldout, on backorder, is a drop ship item, non-inventory item, or set master item. Additionally, the system will cross-sell coordinates that are a drop ship item, non-inventory item, or set master item.

When the system does not cross-sell coordinates: The system does not cross-sell coordinates for the primary item (by displaying the coordinate message or automatically advancing to the Display Coordinate Items window) if:

• The Upsell windows field for the order type on the order is unselected (neither). In this case, the system will not automatically display the Display Coordinate Items window, but will display the message Coordinate items exist for base item entered. You must select Coordinates for the primary item to advance to the Display Coordinate Items Window.

• All coordinate items are backordered or soldout and the Display Backordered Coordinate Sale Items (F41) system control value is unselected. Note: The system will cross-sell coordinates that are a drop ship item, non-inventory item, or set master item, regardless of the setting of the Display Backordered Coordinate Sale Items (F41) system control value.

• None of the coordinate items are included in the same offer as the primary item.

• The primary item is added to the order:

- as a result of a promotion; however, the system will cross-sell coordinates if the primary item is the item that prompts the promotion.

- as a result of an upsell; however, the system will cross-sell coordinates if the primary item is the item being upsold.

- as a coordinate item of another primary item.

- as an accompanying item; however, the system will cross-sell coordinates if the primary item is the item that prompts the accompanying item.

- as a component of a set item.

• You add the primary item to the order in order maintenance.

You can still select Coordinates for the primary item to advance to the Display Coordinate Items Window; however, if all of the coordinates are on backorder or soldout or are not included in the same offer as the primary item, there are no coordinates available to select.

Pricing: When you add an item coordinate to an order, the system selects a price the same way as if you had entered the item at an ordinary order line. If the system cannot find a price for the item coordinate, you will not be able to add it to the order from the item coordinate pop-up window.

Auto linking: The SKU Element for Auto Linking Coordinates (F39) system control value controls which coordinates the system creates automatically when you specify a SKUed item to coordinate with a primary item at the Work with Item Coordinates Screen (you can also select any SKU of an item or a non-SKUed item manually; see below for more information). For example, SKU element one is color, and you set this system control value to 1 so that auto linking will be based on color. When you enter an item to coordinate at the Work with Item Coordinates Screen, the system will create coordinate records only for SKUs of the coordinate that find a color match with SKUs of the primary item.

Example:

Item AB100 (blazer), primary item, sold in colors NAVY, WHIT and BLCK, sizes SMLL, MEDM, LRGE

Item BB100 (skirt), coordinate item, sold in colors NAVY, BLCK, and PURP, sizes 6, 8, 10, 12, 14

SKU element 1 (color) specified as SKU element to use for auto linking

Result: System automatically creates item coordinate records for item BB100 in the following SKUs, because SKU element 1 finds a match with AB100's SKU element 1:

• NAVY 6, 8, 10, 12, 14

• BLCK 6, 8, 10, 12, 14

Contact Center: You can also select coordinate items to add to an order in Contact Center; however, the Automatically Display Coordinate Items in Order Entry (I53) system control value does not apply in Contact Center. See the Select Coordinate Items page in the Modern View online help for more information.

Selected SKU values: You also have the option at the Work with Item Coordinates Screen to create coordinate records for a specific SKU value of the primary item only. In the example above, for instance, you could indicate that you want to create coordinates only for SKUs whose first SKU element, color, is set to NAVY.

Important: The item coordinates are associated with the base primary item, and are not restricted to the individual, matching SKUs. In the above example, each coordinate SKU you create for the skirt would be associated with all SKUs of the blazer. If you enter an order for the blazer in white, size 12, you will still be able to select the skirt in navy, size 10, as a coordinate. However, you can control which SKUs display in order entry through the SKU Element for Order Entry Filtering (F40) system control value.

Manual linking: In addition to auto linking, you can also relate a primary item to any SKUed or non-SKUed coordinate item, even if there is no match in the selected SKU element.

Example:

Additional item coordinates for item AB100:

Item CB100 (blouse) available in WHIT and PINK, sizes 6,8, 10, 12, 14

Item DB100 (scarf), a non-SKUed item

Since the above items and SKUs do not match the selected SKU element of the primary item, you would create the item coordinate records manually, and so are not restricted to the item coordinates the system creates automatically.

Item Coordinate Creation Summary

The following table summarizes the guidelines for creating item coordinates for a SKU and a non-SKUed primary item:

Primary Item is:

Coordinate Item is:

Result:

SKUed

SKUed

If you specify a matching SKU: Creates coordinates only for SKUs of the coordinate item that match your entry. However, if your entry doesn't find a matching SKU for the primary item, no coordinate SKUs are created.

If you do not specify a matching SKU: Selects only SKUs that exist for both the primary item and the coordinate item to create as coordinates SKUs

non-SKUed

SKUed

You cannot create an item coordinate at the Work with Item Coordinates screen; instead, you must Select Items to advance to the Select SKU Coordinates screen.

SKUed or non-SKUed

non-SKUed

Creates the item coordinate for the non-SKUed item.

Create by offer: You can also use the Work with Coordinates by Offer menu option (WCIO) to set up coordinates for a primary item. This menu option restricts the display and creation of coordinate items to those that are in the same offer as the primary item. Additionally, the alias for each item, if any, is displayed, and you can enter the alias rather than the actual item code.

Work with Item Coordinates Screen

How to display this screen: Select Coordinates for an item at the Work with Items Screen, or enter WCIO in the Fast path field at the top of any menu and complete the Item and Offer fields.

Field

Description

Primary item

The item you are relating coordinates to. This is the item you selected at the Work with Items Screen.

Note: Item coordinates are related to the base item; you will be able to select item coordinates in order entry if you enter an order line for any SKU of the primary item.

Alphanumeric, 12 positions; display-only.

Description (unlabeled field)

The description of the primary item.

Alphanumeric, 120 positions; display-only.

Coordinate item

Use this field to enter the related item you are coordinating to the primary item for cross-selling purposes. Item codes are defined in and validated against the Item table.

Alphanumeric, 12 positions.

Work with: required.

Change: display-only.

Matching SKU

The SKU element specified in the SKU Element for Auto Linking Coordinates (F39) system control value. Included only if the primary item is a SKUed item.

Enter a SKU value here if you want to create item coordinates only for SKUs that match your entry. There must also be a match for the SKU value for the primary item. In other words, if this field represents color and you enter NAVY, the system validates that there are SKUs of both the primary item and coordinate item whose color is NAVY, and creates item coordinate records for the NAVY SKUs only.

 

Leave this field blank to have the system automatically create item coordinates for each SKU of the coordinate item whose SKU value matches a SKU for the primary item. See the discussion earlier in this topic for examples.

Alphanumeric, 4 positions; optional.

Coordinate type

A code representing a type of item coordinate, such as mandatory or optional.

Coordinate type codes are defined in and validated against the Item Coordinate Type table; see Working with Item Coordinate Types (WICT).

Alphanumeric, 2 positions; optional.

Message

A persuasive or descriptive message to display on the item coordinate pop-up window in order entry.

Alphanumeric, 70 positions; optional.

Coordinate

To scan, enter a full or partial item code to display existing coordinates for the primary item that match your entry.

Alphanumeric, 12 positions; optional.

Description

The description of the coordinate, from the Item table record for the coordinate item.

Alphanumeric, 120 positions; display-only.

Seq (sequence)

The sequence number assigned to the item coordinate type, indicating the sequence in which coordinate items assigned to this type display on the Display Coordinate Items window in order entry.

If you change the sequence number assigned to a coordinate type in Working with Item Coordinate Types (WICT), the system does not automatically update the sequence number for item coordinates that are assigned to the coordinate type.

For example, if the sequence number for coordinate type R is 3, any item assigned to coordinate type R will have a sequence number of 3. If you change the sequence number for coordinate type R from 3 to 5, any items assigned to coordinate type R will still have a sequence number of 3.

To update the sequence number assigned to coordinate items, select Submit Update at the Work with Item Coordinate Type Screen. See Updating Coordinate Type Sequence for more information.

Numeric, 3 positions; display-only.

Type

A code representing the coordinate type assigned to the coordinate item, such as mandatory or optional.

Coordinate type codes are defined in and validated against the Item Coordinate Type table; see Working with Item Coordinate Types (WICT).

Alphanumeric, 2 positions; display-only.

Creating item coordinates: Follow the steps below to create item coordinates for the primary item.

1. Enter the base item code of the item you want to coordinate with the primary item.

2. Optionally, enter the matching SKU value if you want to create only the item coordinate SKUs that match this value. This field is available only if the primary item has SKUs.

3. Optionally, enter a coordinate type code if you want to control the sequence in which coordinate items display on the Display Coordinate Items window in order entry.

4. Optionally, enter a message to display at the pop-up window in order entry.

5. Select OK. The system validates your entries and highlights any fields you need to correct. See below for more information.

6. When no errors exist, the system creates a record for the base item coordinate in the Item Coordinate table, and a record for each matching SKU of the item coordinate in the SKU Coordinate table. A message such as the following indicates: Coordinate items created = 1. Coordinate SKUs created = 20.

The number of coordinate items created will always be 1. In the case of non-SKUed coordinates, the number of SKUs will be 1 also.

Correcting errors:

Coordinate item errors: If the coordinate item you entered does not exist, a message such as the following indicates: Item (AB1000) does not exist.

• If the coordinate item you entered does not have any SKUs that match your entry in the Matching SKU field, a message such as the following indicates: SKU element (WHIT) does not exist for item (AB1000).

Correct the coordinate item information.

Matching SKU errors: If your entry in the Matching SKU field does not match any of the SKUs for the primary item, or if there are no matching SKUs for the primary and coordinate item based on the selected SKU element, a message such as the following indicates: Coordinate item (ANGELSET) has no matching SKUs to primary item - use F7.

Select Select Items to advance to the Select SKU Coordinates Screen, where you can select any item or SKU to create as an item coordinate.

Screen Option

Procedure

Change an item coordinate

Select Change for an item coordinate to advance to the Change Item Coordinate Screen.

Delete an item coordinate and all of its related SKUs

Select Delete for an item to delete it. The Confirm Delete window opens; select OK to delete the coordinate and its SKUs.

Work with SKUs for an item coordinate

Select Work with SKU coordinates for an item coordinate to advance to the Work with SKU Coordinates Screen.

Copy the coordinates for one primary item to another

Select Copy to display the Copy Coordinate Item Pop-Up Window.

Select additional items or SKUs to coordinate to the primary item

Select Select Items to advance to the Select SKU Coordinates Screen.

Change Item Coordinate Screen

To change: Select Change for a coordinate item at the Work with Item Coordinates Screen to advance to the Change Item Coordinate screen. You can change the Coordinate type and Message fields. See Work with Item Coordinates Screen for field descriptions.

Coordinate types:

• If the sequence number for the coordinate type assigned to the item coordinate has since been updated to a new sequence number, the system will automatically update the item coordinate to the new sequence number when you advance to this screen.

• If the coordinate type that is assigned to the item coordinate has since been deleted, you will receive an error message at this screen: Item Coordinate Type not found.

Copy Coordinate Item Pop-Up Window

Purpose: Use this window to copy the items and SKUs coordinated with the current primary item to a new primary item.

How to display this window: Select Copy at the Work with Item Coordinates Screen.

To copy: Enter the code of the item to be associated with the same coordinate items and SKUs as the “copy from” primary item. The code you enter must represent a valid item in your company.

The confirm prompt window opens. Select to confirm the copy; otherwise, select Exit to cancel.

Work with SKU Coordinates Screen

Purpose: Use this screen to work with the SKUs of an item that are currently coordinated with the primary item, or to coordinate additional SKUs.

When you first advance to this screen, the screen will be blank since you have not yet created any SKU coordinates.

How to display this screen: Select Work with SKU Coordinates for a SKUed coordinate item at the Work with Item Coordinates Screen.

Field

Description

Primary item

The item you are relating coordinates to. This is the item you selected at the Work with Items Screen.

Alphanumeric, 12 positions; display-only.

Description

The description of the primary item.

Alphanumeric, 120 positions; display-only.

Coordinate item

The base item for which you are defining coordinate SKUs.

Alphanumeric, 12 positions; required.

Description

The description of the coordinate item.

Alphanumeric, 120 positions; display-only.

SKUs

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

Alphanumeric, three 4-position fields; display-only.

Description

The description of the SKU.

Alphanumeric, 40 positions; optional.

Screen Option

Procedure

Create a new SKU coordinate for the primary item

Select Create to advance to the Create SKU Coordinate Screen.

Delete a SKU coordinate

Select Delete for a SKU to delete it.

Create SKU Coordinate Screen

Purpose: Use this screen to add a new SKU to an item coordinate.

Create a SKU coordinate: Complete the three 4-position fields to create a new SKU coordinate for the primary item. You can prompt on the SKU field to display a list of valid SKUs for the base item.

A message such as the following indicates: Coordinate SKU created for primary item (BU001).

How to display this screen: Select Create at the Work with SKU Coordinates Screen.

Field

Description

Primary item

The code and description of the primary item for which you are creating coordinates.

Item: Alphanumeric, 12 positions; display-only.

Description: Alphanumeric, 120 positions; display-only.

Coordinate item

The code and description of the base item for which you are defining SKU coordinates.

Item: Alphanumeric, 12 positions; display-only.

Description: Alphanumeric, 120 positions; display-only.

SKU

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

Alphanumeric, three 4-position fields; display-only.

Select SKU Coordinates Screen

Purpose: Use this screen to select SKUs to coordinate with a primary item. You can also use this screen to select additional SKUs of a coordinate item that already has one or more SKUs selected to coordinate with the primary item.

You can also use the Work with SKU Coordinates Screen to create additional coordinated SKUs of a coordinate item.

How to display this screen: Select Select Items at the Work with Item Coordinates Screen.

Field

Description

Primary item

The code and description of the item you are relating coordinates to. This is the item you selected at the Work with Items Screen.

Item code: Alphanumeric, 12 positions; display-only.

Item description: Alphanumeric, 120 positions; display-only.

Msg (Message)

Enter the descriptive or persuasive message for the system to assign to each item or SKU you add as a coordinate.

Alphanumeric, 70 positions; optional.

Coord item (Coordinate item)

The items and SKUs available to link to the primary item as coordinates.

Alphanumeric, 12 positions; required.

SKU

The item’s unique characteristics, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Description

The description of the SKU.

Alphanumeric, 40 positions; optional.

Categ (Item category)

The category associated with the item. You can use item category to associate items that are related to or compatible with one another, both for selection in order entry and for reporting.

Alphanumeric, 4 positions; optional.

To select an item or SKU: To select one or more items or SKUs to coordinate with the primary item:

1. Optionally, enter a descriptive message in the Message field for the item that you are adding as a coordinate to the primary item.

2. Optionally, use the Coordinate item, Description, and Category scan fields to position to the desired item.

3. Select the item/SKU you would like to add as an item coordinate to the primary item. The system adds the item/SKU as a coordinate and returns you to the Work with Item Coordinates Screen, where the newly created item coordinate displays.

Note: No message indicates that your selections have been added to the Item Coordinate or SKU Coordinate tables; similarly, no error message indicates if you select an item or SKU that is already designated as a coordinate to the primary item.

ME03_06 OMSCS 19.0 December 2019 OHC