Default Unknown Source Code (I58)
Purpose: Use this screen to define the source code on the order header that triggers the system to default a new source code to the order header, based on the default source code associated with the offer on the first order detail line.
Code field: Enter a valid source code in this field that represents an unknown source code, indicating the customer does not know the source code. A list of valid source codes, in alphabetical sequence, displays to the right of the field.
Default Unknown Source Code Logic
During order processing:
1. When you add the first order detail line to the order, the system determines if the source code on the order header matches the source code defined in the Default Unknown Source Code (I58) system control value.
2. If the source code on the order header matches the source code in the Default Unknown Source Code (I58) system control value, the system determines if the offer on the first order detail line has a source code defined in the Default source field. Note: The system does not check the offer’s End date to verify that the offer has not expired.
3. If the offer on the first order detail line has a source code defined in the Default source field, the system looks at the Restricted field to determine if the source code is restricted.
4. If the source code is not restricted, the system replaces the source code on the order header with the Default source defined for the offer on the first order detail line. The pricing method, freight, promotions, and discounts are applied to the order based on the new source code on the order header.
If the above conditions are not met, the system does not update the source code on the order header with the default source code defined for the offer on the first order detail line.
Additionally, if the system updates the source code on the order header to the default source code defined for the offer on the first order detail line and then the source code on the order header is updated (either manually by the order entry operator or by a system update), the system does not reevaluate the source code on the order header to determine if it should be updated again.
Example 1: The Default Unknown Source Code (I58) system control value is set to NOCODE and the customer provides an offer code for each item on the order.
1. A customer places an order and does not provide a source code.
2. The order entry operator enters the unknown source code NOCODE in the Source field on the order header and continues entering the order.
3. The order entry operator adds the following items to the customer’s order:
Order Line |
Item |
Line Offer |
Default Source |
Price Offer |
Results |
1 |
AA1 |
AAO |
AAOS |
AAO |
Because the source code on the order header matches the Default Unknown Source Code, the system automatically updates the source code on the order header to the default source code defined for the offer on the first order detail line. In this example, the system updates the source code on the order header to AAOS. The pricing method, freight, promotions, and discounts are applied to the order based on source code AAOS. The price for item AA1 comes from offer AAO. |
2 |
BB1 |
BBO |
BBOS |
BBO |
Because the offer on the order detail line is BBO, the price for item BB1 comes from offer BBO. Since this is not the first order detail line on the order, the system does not update the source code on the order header. |
3 |
CC1 |
CCO |
CCOS |
CCO |
Because the offer on the order detail line is CCO, the price for item CC1 comes from offer CCO. Since this is not the first order detail line on the order, the system does not update the source code on the order header. |
Example 2: The Default Unknown Source Code (I58) system control value is set to NOCODE and the customer does not provide an offer code for any item.
1. A customer places an order and does not provide a source code.
2. The order entry operator enter the unknown source code NOCODE in the Source field on the order header and continues entering the order.
3. The order entry operator adds the following items to the customer’s order:
Order Line |
Item |
Line Offer |
Default Source |
Price Offer |
Results |
1 |
AA1 |
NOO |
NOOS |
AAO |
Because the source code on the order header matches the Default Unknown Source Code, the system automatically updates the source code on the order header to the default source code defined for the offer on the first order detail line. Because the operator did not define an offer for the order detail line, the system defaults the offer associated with the source code on the order header to the line. In this example, offer NOO is associated with source code NOCODE and the default source defined for offer NOO is NOOS. The system updates the source code on the order header to NOOS. The pricing method, freight, promotions, and discounts are applied to the order based on source code NOOS. The system searches for a price for item AA1 in offer NOO; since a price is not found in offer NOO and the Search Active Offers for Price (F95) system control value is selected, the system searches for a price in all active offers. In this example, a price is found in offer AAO. |
2 |
BB1 |
NOO |
NOOS |
BBO |
The system searches for a price for item BB1 in offer NOO; since a price is not found in offer NOO and the Search Active Offers for Price (F95) system control value is selected, the system searches for a price in all active offers. In this example, a price is found in offer BBO. Since this is not the first order detail line on the order, the system does not update the source code on the order header. |
3 |
CC1 |
NOO |
NOOS |
CCO |
The system searches for a price for item CC1 in offer NOO; since a price is not found in offer AAA and the Search Active Offers for Price (F95) system control value is selected, the system searches for a price in all active offers. In this example, a price is found in offer CCO. Since this is not the first order detail line on the order, the system does not update the source code on the order header. |
Customer membership and Order API processing: The system performs Default Unknown Source Code Logic for the following types of orders:
• customer membership orders; see Generating Membership Orders (EGMO)
• Generic Order Interface (Order API)
Order maintenance: Default unknown source code logic does not apply to order maintenance; the system will not update the source code on the order header based on the default source code defined for the offer on the first order detail line, even if you change or delete the first order line in order maintenance.
Default source for offer: Additionally, if a source code is defined in the Default Unknown Source Code (I58) system control value, the system requires entry in the Default source field for an offer. If you haven’t created the source codes for the offer yet, you must enter a “dummy” source code until you create the actual default source code and then go back to the offer and enter the actual source code in the Default source field.
To setup:
• The source code you define in the Default Unknown Source Code (I58) system control value should be associated with an expired offer that is not associated with any items. You do not want to use the offer associated with the default unknown source code to price any of the items on the order.
• The Search Active Offers for Price (F95) system control value should be selected to have the system search through active offers for a valid offer price when you add the item to the order. If this system control value is not selected, the system checks the offer defined on the order detail line for a price; if the system cannot find a price for the offer on the order detail line, the system does not search other offers for a price.
• The Source Code Auto Retrieval Value (H82) system control value defines the alphanumeric retrieval code that triggers a search of the Customer Source Finder table for the customer’s most recent source code based on mail history when you enter it in the Source code field in order entry. Make sure that the value you define in the Source Code Auto Retrieval Value (H82) system control value is not the same value you define in the Default Unknown Source Code (I58) system control value.
• The Use Source Code from Order Header When Creating Order Lines (D73) system control value should be unselected so that the system does not default the source code on the order header automatically to the order detail lines. If this system control value is selected and you enter the Default Unknown Source Code on the order header, the system defaults the Default Unknown Source Code to the first order detail line. Each subsequent order detail line indicates the source code associated with the offer on the first order detail line since the system has since updated the source code on the order header.
• The Multi Currency by Offer (E03) system control value must be unselected. The system will not update the Default unknown source code on the order header to the default source code defined for the offer on the first order detail line even if the default source code is the same currency as the Default unknown source code.
Related system control values:
• If the Use Alternate Currency Pricing (H89) system control value is selected, the source code you enter in the Default Unknown Source Code system control value must be associated with the local currency. The system will update the Default unknown source code on the order header to the default source code defined for the offer on the first order detail line as long as the default source code is also in the local currency. If the default source code defined for the offer on the first order detail line is in a foreign currency, the system does not update the source code on the order header.
• If the Override Offer on Order Detail Line (D49) system control value is selected and a price does not exist in the offer defaulted to the order detail line, the system updates the offer code on the order detail line to the most current offer containing the price for the item that defaults to the order. If this system control value is unselected, the offer code on the order detail line defaults to the offer code associated with the source code on the order header or represents the offer you manually entered for the order detail line. This offer may not represent the offer containing the price that defaults to the order.
• If the Use Default Current Source Code (C46) system control value control is selected, the system defaults the source code in the Current source field for an existing sold to customer automatically to the Source field during order entry. However, if you override this default to the Default Unknown Source Code before you enter any items on the order, the system will evaluate the order to determine if the source code on the order header should be updated to the default source code defined for the offer on the first order line.
• If the Load Order Header Source from Mailing History (F05) system control value control is selected, the system defaults the source code from the sold to customer’s most recent mailing automatically to the Source field during order entry. However, if you override this default to the Default Unknown Source Code before you enter any items on the order, the system will evaluate the order to determine if the source code on the order header should be updated to the default source code defined for the offer on the first order line.
• If the Default Offer Source Code to Order Detail Line (G28) system control value is selected, 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 if the source code is different from the source code defined on the order header. To capture demand at the order header level, this system control value should be unselected.
• If the Load Source from Mailing History (D20) system control value is selected and the offer on the order detail line is found in the sold to customer’s mail history, the system defaults the source code associated with the offer to the detail line. The setting of this system control value does not change default unknown source code logic.
Leave this field blank if you do not want the system to update the unknown source code on the order header to the default source code associated with the offer on the first order detail line. In addition, the system does not require entry in the Default source field for an offer.
