) in the bottom right of the Item Image area indicates that there is a link to a web page providing information on the item. Click the icon to open the related page.Glossary
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Payment account number.
Check Interface
An informational field that represents the checking account number for the check interface pay type from the Check Interface Payment Type (G26) system control value.
Alphanumeric, 20 positions.
The date of the customer's first order, from the Active since date in the Customer Sold To Order History table.
Numeric, 8 positions (in user date format).
The type of activity performed against an order or order line for the customer.
See Order Activity for a description of the information displayed on the Order Activity page.
See Order Line Activity for the information that is displayed in the Order Line Activity window.
See Recent Activity Description for the information that is displayed under Recent Activity on the Order Summary page.
The date when an activity on an order or order line occurred.
Numeric, 8 positions (user-date format).
A description of the order activity. See Order Activity for a list of descriptions associated with different order-level activities, and see Order Line Activity for a list of descriptions associated with order line-level activities and for additional background.
Alphanumeric.
The quantity of the item affected by the order line 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. See the Order Line Activity, for more information on the quantities displayed for different types of order line activities.
Numeric, 5 positions.
The reason for the order line activity.
Represents a reason for the customer to exchange one item for another.
Exchange reasons are defined in and validated against the Exchange Reasons table; you can create and work with exchange reason codes using the Work with Exchange Reason Codes (WEXR) menu option. See Establishing Exchange Reason Codes (WEXR) in the Classic View online help.
Code: Numeric, 3 positions.
Description: Alphanumeric, 30 positions.
The reason for canceling the units or reducing the quantity. A cancel reason code is not stored 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); however, the Auto Soldout Cancel Reason (C20) is displayed here if a backordered line was canceled at billing because the Automatically cancel backorders flag for the order was selected.
The cancel reason description is not displayed if the cancel reason code’s Reduce demand setting is selected.
Cancel reason codes are defined in and validated against the Cancel Reason table; you can create and work with cancel reason codes using the Work with Cancel Reason Codes (WCNR) menu option. See Establishing Cancel Reason Codes (WCNR) in the Classic View online help.
Code: Numeric, 2 positions.
Description: Alphanumeric, 30 positions.
Represents a reason for the customer to return an item.
The Return Reason table stores history on returns by offer, and the system writes transactions to the Order History table whenever you perform a return. The system also writes return reason history to the Refund table for customer credit.
Return reasons are defined in and validated against the Return Reason table; you can create and work with return reasons using the Work with Return Reason Codes (WRTR) menu option. See Establishing Return Reason Codes (WRTR) in the Classic View online help.
Code: Numeric, 3 positions.
Description: Alphanumeric, 30 positions.
Represents the reason for adding an item to the order. Examples of reasons for adding items to an order include:
• mis-shipments
• exchanges
• allowing the customer to select a different item or SKU for a backordered item
• the item is a warranty part
You might want to track this information to identify problem areas, and focus your training or quality control efforts.
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.
You can review add reason codes assigned to new order lines with the Order Addition Audit Report.
Add reason codes are defined in and validated against the Add Reason table; you can create and work with add reasons using the Work with Add Reason Codes (WADR) menu option. See Establishing Add Reason Codes (WADR) in the Classic View online help.
Code: Alphanumeric, 5 positions.
Description: Alphanumeric, 30 positions.
The user ID of the person who performed the order line activity.
ID: Alphanumeric, 10 positions.
Name: Alphanumeric, 30 positions.
A code that represents the reason for adding an item to an order.
Add reason codes allow you to track the reasons you add items to orders. Examples of reasons for adding items to an order include:
• Mis-shipments
• Exchanges
• Allowing the customer to select a different item or SKU for a backordered item
• The item is a warranty part
You might want to track this information to identify problem areas, and focus your training or quality control efforts. You can review add reason codes assigned to new order lines with the Order Addition Audit Report.
The system requires an add reason code when you add an item if:
• The Require Reason for Lines Added in Order Maintenance (D75) system control value is selected, or
• The Required reason code flag for the item offer or SKU offer is selected.
Add reason codes are defined in and validated against the Add Reason table; you can create and work with add reasons using the Work with Add Reason Codes (WADR) menu option. See Establishing Add Reason Codes (WADR) in the Classic View online help.
Code: Alphanumeric, 5 positions.
Description: Alphanumeric, 30 positions.
The code and description for a type of charge or credit applied to an order.
Additional charge codes are defined in and validated against the Additional Charge table; you can create and work with additional charges using the Work with Additional Charge Codes (WADC) menu option. See Establishing Additional Charge Codes (WADC) in the Classic View online help.
For more information: See Types of Additional Charges for the types of additional charges you can apply to an order.
Code: Alphanumeric, 2 positions.
Description: Alphanumeric, 30 positions.
The dollar amount of the charge or credit.
Default Additional Charge Amount
If a default charge amount is defined for the additional charge code, the amount will default to the order.
Additional Charge Amount Authority
Authority to change the additional charge amount is based on your authority to the Enter Amount for Order Additional Charge Code (A80) secured feature.
Regardless of your authority to the Enter Amount for Order Additional Charge Code (A80) secured feature, you cannot change the additional charge amount if the Restrict Additional Charge Amount if Default Charge (F43) system control value is selected and there is a default charge specified for the additional charge code.
Numeric, 7 positions with a 2-place decimal.
Indicates whether the customer has been billed for the additional charge.
Valid values are:
• Yes =Customer has been billed for the additional charge.
• No =Customer has not been billed for the additional charge.
Note: If the charge has been billed, you cannot change or delete the additional charge.
Alphanumeric.
The date when the additional charge was added to the order or last updated on the order.
Date: Numeric, 8 positions (in user date format).
The user ID of the person that added the additional charge to the order or who last maintained the additional charge on the order.
System Generated displays if the additional charge was added to the order by the system.
ID: Alphanumeric, 10 positions.
Name: Alphanumeric, 30 positions.
The total extra charges added to the order, invoice, or payment.
This can be an additional service charge defined for the source code or offer used on the order, an additional shipping charge for an item on the order, a guaranteed service charge defined for the offer, or any type of miscellaneous charge or credit added to the order.
You can create and work with additional charges in the Work with Additional Charge Codes (WADC) menu option.
Additional charges may include:
• Additional Source Code Charge: An additional charge for services that apply to the source code or offer. These charges apply if you have set up a service charges table for the source code or offer. The system applies the additional charge to the order based on the total dollar value of the merchandise.
• Additional Shipper/Item Charge: An additional charge that applies to the item, depending on the shipper you select to deliver the item. Such charges may apply when the item exceeds established shipping rate charges. For example, delivery of an oversized item may incur an additional shipper/item charge. Additional shipper/item charges apply when defined for the shipper.
• Ad Hoc Charge: An additional charge, such as a charge for a gift box, that you assign at order entry. You initially define ad hoc charges in the Additional Charges table.
• Dollar Discount: An additional charge (credit) that is applied based on the total dollar value of the merchandise.
For more information: See:
• Types of Additional Charges for the types of additional charges you can apply to an order.
• Establishing Additional Charge Codes (WADC) in the Classic View online help for more information on creating and working with additional charge codes.
Numeric, 7 positions with a 2-place decimal.
The total dollar amount for shipping, or freight, charges exceeding the order's base freight charge. Additional freight reflects charges that are specific to the carrier, as defined for the shipper in the Ship Via table. You can create and work with additional shipping charges in the Work with Ship Via Codes (WVIA) menu option.
Example: Examples of additional shipping charges include charges for overnight shipping, second day delivery, and padded van delivery.
Additional shipping charges may include the standard freight charges, depending on how you have set up the shipper.
For more information: See Working with Ship Via Codes (WVIA) in the Classic View online help for more information on creating additional shipping charges for a shipper.
Numeric, 7 positions with a 2-place decimal.
The code and description of the address verification response for an authorization transaction.
If AVS is not used, or the transaction is not an authorization transaction, this field is blank.
The AVS response is from the AVS response field in the Authorization History table.
Address verification services help to reduce the fraudulent use of credit cards by verifying that the billing address on the credit card is legitimate.
If the credit card charge is approved (authorized) but the order fails the address verification check, the order may be placed on hold (based on the value in the Hold reason field in the Vendor Response table). If so, the system removes pick slip preparation from the order. You must contact the customer and obtain correct address information, then take the order off of hold through the Release Held Orders function.
Code: Alphanumeric, 10 positions.
Description: Alphanumeric, 40 positions.
Indicates whether the quantity available to sell (on-hand quantity) of the item is reduced during order entry.
Valid values are:
• Yes (default for regular items) = 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 decreased; when you ship the order, on-hand inventory, pickable inventory, open inventory, reserved inventory and total inventory across all warehouses decreases.
• No (default for a non-inventory item) = Inventory levels are not affected.
The system creates a pre-generated pick for the non-inventory item, even if all other items on the order are not eligible for pick slip preparation; however, the system will not create a pre-generated pick for a non-inventory item if all other items on the order are backordered; when one or more backordered items are available, the system creates a pre-generated pick for the non-inventory item as well as for the available item(s).
Note: The Affect Inventory field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Alphanumeric.
The alternate order number assigned to the order. This is typically the order number used to identify the order in an external system. The alternate order number is the Ecommerce Order Number in the Order Header Extended table.
Orders Received from Order Broker (Delivery or Pickup)
In the case of an order received from Order Broker (delivery or pickup), 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.
Alphanumeric, 35 positions.
The dollar amount that has already been billed against this pay method.
For credit card payments, this is the total amount billed to the credit card. The system updates this amount as soon as the card is billed even before you process deposits. If you are using deferred or installment billing, the total amount to charge the card displays, even if the total amount has not yet been billed.
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.
Numeric, 9 positions with a 2-place decimal.
The amount from this payment type that the customer has received as credit or refund, represented by the creation of a refund in the Refund table. This information is updated when the refund is processed or the refund check is cut.
Numeric, 9 positions with a 2-place decimal.
The total dollar amount that applies as a charge to the payment method. An amount is not defined for the catch-all payment on an order.
When viewing a payment method, Balance displays next to the catch-all payment method on the order, indicating the balance of the charge for the order applies to the payment method. The balance charge occurs after charges to all other pay types on the order have reached their defined limit.
When viewing a payment method, Deactivated displays next to a credit card payment method that has been deactivated.
Numeric, 7 positions with a 2-place decimal.
The apartment or suite number where the customer receives mail or shipments.
Alphanumeric, 10 positions.
The date when the customer wants to receive an order or order line.
The arrival date controls:
• Inventory reservation.
• Pick slip preparation.
Note: The Arrival Date field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Order Entered Date
This is the Arrival Date in the Order Header table.
Order Line Entered Date
This is the Arrival Date in the Order Detail table.
Influence on Reservation
The arrival date on the order controls whether inventory is reserved for each order detail line. The system uses this calculation:
arrival date - reservation lead days (B27) = reservation date
The system will not reserve inventory if the system-calculated date is greater than today's date. This is considered a future order. The system identifies each item on the order as a future order and assigns a backorder status to each item.
You can run the Evaluate Future Orders periodic function each evening to evaluate each item marked as a “future order.” The system reruns the arrival date calculation. The system reserves the required inventory based on the order date if the system-calculated date is less than or equal to today's date.
Influence on Pre-Generated Picks
The arrival date on the order controls whether the system creates pre-generated picks for the order. 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.
Numeric, 8 positions (in user date format).
The name of the person who should receive the order at the shipping destination. Included only for a different shipping address than the customer sold-to name and address.
Alphanumeric, 30 positions; optional.
The total dollar value to charge to the payment method.
Numeric, 9 positions with a 2-place decimal.
The date you manually authorize a payment method, or the date the payment method receives an authorization from the authorization service.
Numeric, 8 positions (in user date format).
The authorization number assigned to the payment transaction.
Authorization Transaction
The authorization number from the manual authorization or the service bureau.
Authorization Reversal Transaction
The authorization code associated with the transaction that was reversed.
Deposit Transaction
The authorization code from the service bureau.
Alphanumeric, 16 positions.
The response received from the service bureau for an authorization transaction. This is the message text from the Pop Up Window Messages # 1 - # 4 fields for the vendor response you received from the service bureau. This message text should indicate whether the credit card has been approved or declined and any action that you should take to correct any problems and inform the customer.
Alphanumeric, four 40-position fields.
A service bureau used to process transactions against a card payment, such as authorizations, settlements (deposits), and balance inquiries.
You can create and work with authorization services in the Work with Authorization Services (WASV) menu option.
For more information: See Setting Up Authorization Services in the Classic View online help for more information on defining the authorization services used by your company.
Code: Alphanumeric, 3 positions.
Description: Alphanumeric, 30 positions.
The next date when an order line is eligible to generate a backorder notice. The Generate Backorder Notices (GBOC) menu option allows you to generate notices (cards, emails, or the Outbound Email XML Message (CWEmailOut)) informing customers when backordered items are expected to ship. The function automatically generates an initial (first) backorder notice if you select the Immediate B/O Notice field for an order type (origin) in the Work with Order Types (WOTY) menu option.
If you have defined a number in the Number of Days to Delay Initial Backorder Notice (D89) system control value, the system does not generate a notice for a backordered item unless you do not expect to ship the item until after the defined delay period.
Note: Once an expected delivery date for a backordered item is expired or changed, the system automatically generates a backorder notice, regardless of the value in the Immediate B/O Notice field.
Backorder Date and Order Broker
If an order line is assigned to the Order Broker for fulfillment, this option does not generate backorder notices for the order line while the Order Broker request is in process; however, if the Order Broker cannot fulfill the order, the order line returns to standard backorder processing and is eligible for backorder notice generation.
Generate Notice if Purchase Order Changes?
The FTC - Suppress Backorder Notice for Due Date Changes (L65) system control value controls whether to generate a backorder notice if you change the due date for the next expected purchase order to a later date, or cancel the purchase order.
Quotes?
The system does not generate backorder notification emails for quotes.
For more information: See Generate Backorder Notices (GBOC) in the Classic View online help for more information on generating notices (cards, emails, or the Outbound Email XML Message (CWEmailOut)) informing customers when backordered items are expected to ship.
Numeric, 8 positions; in user date format.
Used by the Evaluate Backorders program to match items to backorders. A value defaults to this field if a priority was entered in the B/O priority (Backorder priority) field for the source code; and the header-level value, in turn, defaults to the Priority field on the order detail line.
The Auto Update Order Priority (G45) system control value controls whether the system automatically updates the priority of the order to 9 (highest priority) when you enter an override to the default Arrival date in order entry or order maintenance. If this system control value is selected, the system automatically updates the priority to 9 when you enter an override to the Arrival date on the order header or order detail screen. If this system control value is unselected, the system does not update the priority of the order when you enter an override to the Arrival date.
Immediate Reservation
If you use Immediate Reservation, this value determines the sequence in which orders with backordered items receive inventory. The Evaluate Backorders program uses the priority to determine which backorders receive stock first.
Note: The Backorder Priority field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Numeric, 1 position.
The reason why this item was backordered, as determined by the system. The system assigns a backorder status to items that could not be fulfilled (no on-hand inventory available for the item).
Valid values are:
• 0 = Not enough (inventory) available in warehouse.
• B = Reservation bypassed; if the Use OROB for Fulfillment Assignment (M31) system control value is selected, the system uses this reason for each item sent to Order Management System for fulfillment assignment.
• D = Drop Shipment.
• F = Future order.
• I = No Itm WH or No allocate.
• L = SKU Reserve limit exceeded.
• N = Non-allocate Warehouse.
• R = Item Whse Reserve Freeze.
• S = Not selected batch reserve.
• U = Interactive unreserve.
• W = No warehouse specified.
• Z = Zoned reservation.
When the Item Cannot be Reserved
If no quantity is available of the item, the reserved quantity for the item detail line is zero. The available quantity is updated by the quantity ordered; this value appears as a negative number. The system backorders the requested order quantity and updates the detail line with a backorder reason of No allocate and updates the backorder warehouse on the order detail line.
When the Item is Partially Reserved
If the entire quantity ordered is not available for the item, the quantity available is reserved and the quantity unavailable is backordered. The system updates the detail line with a backorder reason of Not enough avail in whse.
Order Broker Backorder?
If the detail line has been assigned to the Order Broker for fulfillment, the detail line is flagged as backordered and has a Printed quantity that is equal to the ordered quantity. In this case, the order line is flagged as drop ship. The backorder reason remains on the order line even after the line is fulfilled through the Order Broker.
Alphanumeric, 25 positions.
The warehouse assigned to fulfill a backordered item.
Note: The Warehouse field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Code: Numeric, 3 positions.
Description: Alphanumeric, 30 positions.
A type of batch job available for review at the Batch Job Statistics page. Batch job types available for selection are:
• Authorizations: Credit Card Authorization records for the current company.
• Billing Data Queue: Billing Header Data Queue records across all companies.
• Deposits: Credit Card Deposit Transaction records for the current company.
• Item Upload: Retail Item Upload records for the current company.
• Picks Generated: Pick Control Header records, broken out by billing batch number, for the current company.
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, orders received from Order Broker (delivery or pickup) 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.
A system-assigned number to identify a batch of pick slips.
Numeric, 7 positions.
Indicates the type of order:
• Brokered Backorder: Order Management System automatically sends backordered lines to the Order Broker module in Order Broker, so the orders can be assigned to locations for fulfillment.
• Delivery: Order Management System receives the order from Order Broker and ships the merchandise to the customer’s ship to address. Delivery orders are identified with a D in the OBR Delivery Type field in the Order Ship To table.
• Ship for Pickup: Order Management System or an external store location ships orders to another external store location for customer pickup if the merchandise is not already available at that location.
• Ship for Pickup orders are identified with an S in the OBR Delivery Type field in the Order Ship To table.
• Retail Pickup orders are identified with an R in the OBR Delivery Type field in the Order Ship To table.
• Store Pickup: Order Management System notifies an external store location that has inventory available that a customer will pick up an order. Ship for Pickup orders are identified with a P in the OBR Delivery Type field in the Order Ship To table.
Note: The Broker Delivery Type field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
For more information: See the Oracle Retail Order Broker Integration in the Classic View online help for more information on the integration between Order Broker and Order Management System.
Alphanumeric.
Brokered indicates that 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 location where the inventory is already available (store pickup). In this case, the order line is flagged as Backorder and it has a Printed quantity that is equal to the ordered quantity. Select the Brokered link to advance to the Display Order Broker Details window where you can review information about a brokered backorder line.
For more information: See the Order Broker Integration in the Classic View online help for more information on the integration with the Order Broker module in Oracle Retail Order Broker.
Alphanumeric.
Indicates whether to reserve the 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 Order Broker for fulfillment assignment.
• If the Use OROB for Fulfillment Assignment (M31) system control value is unselected, items that bypass immediate reservation must be reserved using Interactive Reservation (MIRV). You can define an item to bypass reservation in the Item table.
Valid values are:
• Yes (default) = Do not bypass reservation.
• No = Bypass reservation.
This setting may default 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.
For more information: See:
• Order Broker Integration in the Classic View online help for more information on fulfilling orders through Order Broker.
• Working with Interactive Reservation (MIRV) in the Classic View online help for more information on reserving stock for specific orders, customer classes, or items via an interactive entry program.
Alphanumeric.
Determines whether the system calculates and adds shipping (freight) charges and any service charges by ship via to the order.
• Yes = The system calculates freight based on the freight method defined for the source code. You can also define a freight override for the order ship to at the Work with Order Ship to Properties Screen.
• No = The system does not calculate freight.
Note: The Recalculate Shipping field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Alphanumeric.
Indicates whether the system will cancel any backordered lines automatically after the first shipment on the order. Unshipped lines are canceled during Confirmation.
Valid values are:
• Yes = Items cannot be backordered.
• No = Items can be backordered.
If this field is selected, any open line on an order will be canceled during billing using the Auto Soldout Cancel Reason (C20), provided this system control value specifies a valid cancel reason code.
Note: The Cancel Backorder field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Alphanumeric.
The last date on which the customer will accept receipt of the order or order line. This field is blank if there is no “deadline” for delivery.
The system uses this calculation:
Cancel date
-Lead days (System Control table)
- Transfer days (Warehouse/Drop Point table)
- Lead days (SCF/Ship Via table) _
Date to stop reserving stock
Any items that have not shipped before the cancellation date are printed on the Order Cancellation List along with the customer's name and phone number.
Customer Service uses this list to contact each customer to see if the deadline can be extended. If not, Customer Service must cancel the order or order line.
Influence on Pre-Generated Picks
The cancel date on the order controls whether the system creates pre-generated picks for the order. The system uses this calculation:
Cancel Date > Today’s Date + Pick Processing Days (B37) + Ship Via Lead Days in WSHV
The system creates a pre-generated pick for the order line if the cancel date is greater than this system-calculated date; otherwise, the system does not create a pre-generated pick for the order line.
Note: The Cancel Date field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Numeric, 8 positions (in user date format).
The reason for canceling an order line or ship-to order. This reason also applies when you cancel a partial quantity of the order line by lowering the order line quantity.
When you cancel a ship-to order and enter a cancel reason code, the system assigns the reason code to each open (unshipped) item on the order.
The Cancel Reason table stores history on cancellations by offer, and the system writes transactions to the Order History table whenever you perform a cancellation.
The system also writes cancel reason information to the Refund table for prepaid orders. Prepaid orders include orders paid by check or cash.
Prevent Refund?
You might designate whether to generate refunds for a cancel reason code, such as when you cancel fraudulent orders. When you use a cancel reason code flagged to prevent a refund, the refund record is still generated, but in a Cancel Pending status. The next time you use the Process Refunds (MREF) menu option, the refund is canceled.
Reduce Demand?
If the cancel reason code is not flagged to reduce demand, and you cancel all items on the order, the order status is set to Canceled; otherwise, if the cancel reason code is flagged to reduce demand, or any items have shipped, the order status is set to Closed.
Cancel reason codes are defined in and validated against the Cancel Reason table; you can create and work with cancel reasons using the Work with Cancel Reason Codes (WCNR) menu option. See Establishing Cancel Reason Codes (WCNR) in the Classic View online help.
Code: Numeric, 2 positions.
Description: Alphanumeric, 30 positions.
The total number of units of the order line canceled.
Numeric, 5 positions.
The remaining balance on a gift card.
For more information: See Check Gift Card Balance for more information on inquiring on the amount remaining on a gift card.
Numeric, 9 positions with a 2-place decimal.
The ID number for the gift card payment. Define an ID number only if your gift card processor supports it. The system stores the ID number in the OPM SVC ID Storage field in the Order Payment Method table and includes it in the authorization request and deposit request sent for the gift card payment.
Numeric, 9 positions.
The number of a credit card or gift card.
Alphanumeric, 20 positions.
The customer's carrier account number that will be billed when the order ships by the carrier. The customer will not receive a bill directly for the order shipping charges; the carrier delivery service will be billed for the shipment (and, in turn, bill your account).
Alphanumeric, 10 positions.
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.
For more information: See Carton Details for more information on reviewing the contents of a carton.
Numeric, 3 positions.
The quantity of the item reported as packed in the carton. When you receive information through the Pick In API, the system does not validate whether the quantity reported as packed matches the quantity confirmed as shipped.
Numeric, 5 positions.
The date when the carton was shipped.
If the shipment has been confirmed delivered, Delivered displays to the right of the shipment date.
Numeric, 8 positions (in user date format).
A catch-all payment method is required if an order includes one or more credit card pay types. The system uses this card to charge the total balance remaining on the order after any other payment method has been charged.
Payment check number.
Check Interface Payment
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.
The city in which the customer receives mail or shipments.
Alphanumeric, 25 positions.
Classic View of Order Management System enables you to set up data, run reports, and perform many other functions that are not available in Modern View. You advance automatically to Classic View when you log in if the Modern at Initial Login setting for your user ID is not selected in Classic View.
Uniquely identifies a client application in IDCS:
• If the application is XOffice OnPrem, the client ID is RGBU_XTROFFOP_ <ENV>_XOFFICE_APPID, where <ENV> is the environment, such as PROD for production. The XTROFFOP portion of the ID indicates that this is XOffice OnPrem. See Manage External Application Access for a discussion.
• If the application record was created through Order Management System or another omnnichannel application, the client ID is formatted as RGBU_OMCS_<RANDOM>_APPID, where OMCS identifies the application, such as Order Management System, and <RANDOM> is a series of 8 random characters.
• Otherwise, if the application record was created in IDCS, the client ID is a series of random characters.
This is the Name in IDCS. Note that the Display Name in IDCS is the Client ID without the _APPID suffix.
Alphanumeric, 255 positions.
A secure code that IDCS creates for a client application, and that the client application passes to IDCS for authentication. The client secret should be known only to the requesting application and to IDCS. You can request a client secret from IDCS through the Manage External Application Access page.
A code representing a company in Modern View.
Company codes are defined in and validated against the Company table; you can create and work with companies in the Work with Companies (WCMP) menu option. See Setting Up Companies (WCMP) in the Classic View online help.
For more information: See Select Company for more information on selecting a company in Modern View.
Numeric, 3 positions.
The name of a company in Modern View.
Alphanumeric, 30 positions.
The name of the company.
• Sold To: This is the name of the company that placed the order.
• Ship To: This is the name of the company receiving the order.
• Bill To: This is the name of the company charged for the order.
Alphanumeric, 30 positions.
The quantity of an item on an order line confirmed for shipment.
Numeric, 5 positions.
Contact Center is the component of Modern View that allows a customer service representative to perform order inquiry and order maintenance functions, such as:
• Reviewing customer and order information.
• Updating customer information, such as the customer’s name and address, and marketing preferences.
• Updating order information, such as the items on the order, pricing, and payment methods.
A code that you can enter on several order detail lines to ensure that they ship together. The system will not create a pre-generated pick for items with the same coordinate group number unless inventory is available for all of the items. Some items will be coordinate grouped automatically by the system, by virtue of the way the items were set up. You must use the same ship via for all items assigned to the same coordinate group.
Note: The Coordinate Group field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Numeric, 3 positions.
The number of records in the same status displayed at the Batch Job Statistics page. Depending on the type of batch job statistics selected for review, counts may also be further restricted by authorization service or billing batch number.
The code for the country in which the customer receives mail or shipments.
Country codes are defined in and validated against the Country table. You can create and work with countries in the Work with Countries (WCTY) menu option.
You can also create information related to a country, such as:
• Any duty rates that apply to shipments to the country.
• The telephone number formats for each country.
• Valid states for each country, and whether they are subject to VAT.
• Whether a state or a postal code is required for a customer address.
• Whether a valid SCF/ship via is required for the ship via and shipping address on an order.
• A default VAT or tax rate for the country.
See Setting Up the Country Table (WCTY) in the Classic View online help.
Code: Alphanumeric, 3 positions.
Description: Alphanumeric, 30 positions.
The code that identifies the coupon applied to an order or order detail line.
For more information: See Working with Coupon Promotions (WCPR) in the Classic View online help for more information on using coupon promotions to offer percentage or dollar discounts on merchandise to customers.
Alphanumeric, 6 positions.
Credit Card Net Exchange Billing
Credit card net exchange billing allows the system to hold the credit invoice for a return to net it against the debit invoice for the associated exchange in order to reduce the number of transactions that occur for an exchange. The system uses the system-delivered EXC Net Billing for Exchanges deferred payment option to determine how long to delay billing the customer’s credit card, based on the invoice date and the # of Days for Deferral defined for the EXC payment option.
An order is eligible for net exchange billing if:
• The Use CC Net Exchange Billing (M23) system control value is selected, and
• The order contains a credit card pay type, and
• A deferred or installment pay plan has not already been assigned to the credit card pay type on the order.
Examples of Net Exchange Billing
The remaining amount after the system performs credit card netting determines whether the system charges or credits the customer’s credit card.
Even Exchange
Credit invoice for returned item = $50.00
Debit invoice for exchange item = $50.00
During deposits, the system nets the credit invoice containing the returned item against the debit invoice containing the exchange item to determine the remaining amount to deposit:
50.00 debit - 50.00 credit = 0.00 balance
The system does not charge or credit the customer’s credit card.
Uneven Exchange for Less Expensive Item
Credit invoice for returned item = $100.00
Debit invoice for exchange item = $60.00
During deposits, the system nets the credit invoice containing the returned item against the debit invoice containing the exchange item to determine the remaining amount to deposit:
100.00 credit - 60.00 debit = 40.00 credit
The system credits the customer’s credit card $40.00.
Uneven Exchange for More Expensive Item
Credit invoice for returned item = $100.00
Debit invoice for exchange item = $140.00
During deposits, the system nets the credit invoice containing the returned item against the debit invoice containing the exchange item to determine the remaining amount to deposit:
140.00 debit - 100.00 credit = 40.00 debit
The system charges the customer’s credit card $40.00.
For more information: See Credit Card Net Exchange Billing in the Classic View online help for an overview on credit card net exchange billing.
Alphanumeric.
The quantity of the item credited on an invoice that the customer has returned.
Numeric, 5 positions.
The date you issued a credit for the returned merchandise on a return or exchange transaction.
Numeric, 8 positions (in user date format).
The total quantity of the returned items on a return or exchange transaction for which you have issued credit.
Numeric, 5 positions.
The remaining unrefunded shipping charges on the order. Displayed when you are returning an order line or ship-to, and only if you select Refund Shipping and a freight override was applied to the order. For example, you can apply a freight override at the Work with Order Ship To Properties screen in the Classic View of Order Management System. You cannot refund more than this amount for shipping.
Numeric, 7 positions with a 2-place decimal.
The mailing address for the customer.
The customer address consists of:
• City
• Country
Store Pickup and Ship for Pickup Orders
If you use the Order Broker integration and the order is a store pickup order or ship for pickup order, the ship-to address is the mailing address for the pickup store.
For more information: See:
• Creating and Updating Customers in the Classic View online help for more information on defining an address for a customer.
• Work with Store Cross Reference (WSCR) in the Classic View online help for more information on defining an address for a store location.
Indicates whether the customer will be charged for the item.
Valid values:
• No Charge = The customer is not charged for the item. In this case, a Price Override Reason is also specified.
• Priced = The customer is charged for the item.
Alphanumeric.
The customer class assigned to the sold-to customer, used to categorize customers at a high level.
Customer class codes are defined in and validated against the Customer Class table. You can create and work with customer classes using the Work with Customer Class Table (WCCL) menu option. See Setting Up the Customer Class Table (WCCL) in the Classic View online help.
Note: The Customer Class field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Code: Alphanumeric, 2 positions.
Description: Alphanumeric, 30 positions.
The name of the customer on the order, typically formatted as LAST NAME, FIRST NAME.
The following customer types exist in Contact Center: sold-to, bill-to, and ship-to.
A sold-to customer is a person who places an order. Name, address, and mailing information for sold-to customers is in the Customer Sold-to table only.
An order can contain only one sold-to customer.
If an order contains only a sold-to customer, this is the customer who places, receives, and pays for the order.
Ship-To Customer
A ship-to customer is a person who receives an order.
An order can contain one or more ship-to customers; during order entry, you indicate which items will ship to each ship-to customer. If an order contains both a sold-to customer and one or more ship-to customers, the sold-to customer places and pays for the order, and each ship-to customer receives the assigned items on the order.
• Permanent ship-to customers are customers who request a ship-to address different from their sold-to address. You can create permanent ship-to customers when you enter an order or using the Work with Customers (WCST) menu option. A single sold-to customer can be assigned to one or more permanent ship-to customer records. The Customer Ship-to table stores permanent ship-to customer information.
• Temporary ship-to customers are customers who receive the shipped order but do not place the order or pay for the order (for example, gift recipients). The Order Ship-to Address table stores temporary ship-to customer information.
Bill-To Customer
A bill-to customer is a person who pays for an order. A bill-to customer record is required when the person who pays for the order is different than the sold-to customer.
• If an order contains both a sold-to customer and bill-to customer, the sold-to customer places and receives the order, and the bill-to customer pays for the order.
• If an order contains a sold-to customer, bill-to customer, and one or more ship-to customers, the sold-to customer places the order, the bill-to customer pays for the order, and each ship-to customer receives the specified items on the order.
The system generates bill-to records for business-to-business customers. Business-to-business customers are customers who ship to a consistent address, have a permanent account, and are commercial in nature.
You can define a business-to-business customer by selecting the Commercial flag for a customer. Once you have established a bill-to customer account, the account remains permanently in the Bill-to customer table.
Customer Last Name: Alphanumeric, 25 positions.
Customer First Name: Alphanumeric, 15 positions.
Company Name: Alphanumeric, 30 positions.
A unique number that identifies a customer.
Customer sold to numbers are validated against the Customer Sold To table. You can create and work with customers using the Work with Customers (WCST) menu option.
For more information: See Creating and Updating Customers in the Classic View online help for more information on creating and working with customers.
Numeric, 9 positions.
The credit card’s security value.
Authorization services use card security identification to help reduce fraud by verifying that the credit card is present at the point of sale and to ensure that the credit card data from the transaction matches the data stored by the authorization service for that card.
• American Express: The card security value, or CID (card identification number), is a 4-digit number imprinted, not embossed, on an American Express credit card. The card security value is above and to the right of the imprinted credit card number on the front of the card.
• Discover: The card security value, or CID (card identification number), is a 3-digit number in reverse indent printing located on the signature panel on the reverse side of the credit card following the account number.
• VISA: The card security value, or CVV2 (card verification value), is a 3-digit number in reverse indent printing located on the signature panel on the reverse side of the credit card following the account number.
• MasterCard: The card security value, or CVC2 (card validation code), is a 3-digit number in reverse indent printing located on the signature panel on the reverse side of the credit card following the account number.
The card security value and card security presence are used for the processing of VISA, Discover, Master Card, and American Express online authorization transactions only; the card security value and presence are informational-only for every other credit card transaction. The card security response received for the authorization is stored in the Vendor response 2 field in the Authorization History table.
Note: The system removes the card security value from an order when the order is accepted, even if an approved online authorization has not been received on the order; no message is written to Order History. Card security processing is not available during batch authorization or deposit processing.
Numeric, 4 positions.
The price defined for the item in the Current Offer Number (A33) system control value. If the Tax Included in Price (E70) system control value is selected and the customer’s address is subject to VAT, then this is the tax-inclusive price.
Numeric, 7 positions with a 2-place decimal.
The date when the customer wants to receive an order or order line, if later than the current date.
The arrival date controls:
• Inventory reservation.
• Pick slip preparation.
Note: The Delayed Arrival date field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Identifies a business (commercial) or residential address. This field is used to calculate shipping charges for shippers that use rate tables (such as U.P.S.).
• Business = The ship to address is a business address.
• Residential = The ship to address is a residential address.
• No distinction = The ship to address has not been identified as business or residential.
Alphanumeric.
The date the deposit was created.
Numeric, 8 positions (in user date format).
The date when the payment is eligible for deposit.
This date indicates when the invoice is eligible for deposit. If this date is equal to or prior to the current date, the invoice payment is eligible for deposit.
The system updates this field when a deposit is confirmed with the next deposit release date if there is a remaining amount to deposit. Typically, the deposit release date is the same as the invoice date.
For a credit invoice payment method, the deposit release date associated with the original invoice is used as long as that date is on or after the current date. If the deposit release date of the original invoice is earlier than the current date, the deposit release date of the credit invoice is updated with the current date. This ensures that the customer is not credited until he has been billed; but if the customer has been billed, the credit is released immediately.
Numeric, 8 positions (in user date format).
The total amount remaining to deposit for the pay method.
The system uses the following calculation to determine the deposit remaining amount:
deposit amount - amount deposited to date - prepaid amount - adjustment amount = deposit remaining amount
Numeric, 7 positions with a 2-place decimal.
The total amount deposited for the pay method, including merchandise, freight, additional freight, additional charges, handling and tax.
Numeric, 7 positions with a 2-place decimal.
The discount percentage applied to an order line using the Discount Order Line window when the Price Discount Method is Discount% Off Price. The percent discount is taken from the dollar amount in the Unit Price field.
Numeric, 5 positions with a 2-place decimal.
A flat discount percentage applied to discountable merchandise only (the Discountable field for the item is selected).
The discount applies only to new items added to the specified ship-to order. You must reenter the discount for each recipient on the order. The discount is not applied to existing items.
Numeric, 5 positions with a 2-place decimal.
The discount price applied to an order line using the Discount Order Line window when the Price Discount Method is Discount Price.
Numeric, 7 positions with a 2-place decimal.
The overall size (generally height) of the text that displays on a screen in the application, where 100% is the standard font size. Any percentage lower than 100% displays a smaller text size and any percentage greater than 100% displays a larger text size.
For more information: See Preferences.
Numeric.
The number of miles or kilometers, based on the Merchandise Locator Distance Measurement (I39), from the merchandise locator search location.
This distance might be approximate, depending on the actual criteria used to search (for example, postal code or city), and does not represent an actual driving distance.
No distance is displayed if the location is not set up in Order Broker to use proximity rules. In this situation, the location is always considered to be within the specified search radius.
The distance is rounded down when determining whether to include the location in the search results. For example, if the Search Radius is 10 miles, and the location is 10.84 miles away, the location is included in the results.
For more information: See Item Availability (Merchandise Locator).
Numeric, 7 positions with a 2-place decimal.
A short description to identify a domain. Alphabetical characters in your entry are converted to upper case.
Drop Ship indicates that the item is one that you do not typically stock in inventory, and which you must order from your vendor, who then ships the item directly to the customer.
An item is defined as a drop ship item in the Item table, or can be identified as a drop ship item in order entry or maintenance.
Order Broker Drop Ship?
If an 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 location where the inventory is already available (store pickup), the order line is flagged as a drop ship item. In this case, the order line is flagged as B/O and it has a Printed quantity that is equal to the ordered quantity.
Alphanumeric.
The date and time the transaction was sent either from Order Broker to Order Management System, or from Order Management System to Order Broker.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
Drop Ship Activity Description
The description of the transaction, as defined in the CSF Transaction table.
System-generated descriptions are:
• Drop Ship PO created
• Drop Ship PO updated
• PO available to vendor
• Vendor selected PO for processing
• Vendor held PO
• Vendor released PO
• Expected Ship Date Change to XX/XX/XX, where XX/XX/XX is the new expected ship date
• Revised Ship Date Removed By Vendor
• Vendor de-selected PO for processing
• PO change acknowledged
• Item Shipped XX/XX/XX, where XX/XX/XX is the ship date
• Order 9999-001 RA # 123 sent to vendor, where 9999-001 is the order number and ship to number and 123 is the return authorization number
• Order 9999-001 RA # 123 canceled, where 9999-001 is the order number and ship to number and 123 is the return authorization number
• Item Rtnd XX/XX/XX 1 Order 9999-001 RA # 123, where XX/XX/XX is the return date, 1 is the return quantity 9999-001 is the order number and ship to number and 123 is the return authorization number
• AP Invoice 123/Line 1 Received, where 123 is the invoice number and 1 is the invoice line number
• Cancel request sent
• Cancel request confirmed
• Cancel request rejected
• Address change sent to vendor
• Drop Ship PO confirmed on XX/XX/XX, where XX/XX/XX is the date when the update was received in Order Management System; not necessarily the shipment date indicated by the vendor
Vendor Messages?
In addition to system-generated messages, this field displays messages the vendor enters when updating the status of an order line in Order Broker’s Vendor Portal: The vendor is required to enter a reason message when putting an item on hold or revising the expected delivery date. The vendor can also enter a reason when releasing a line from hold, or independently of any of these changes. The screen displays the reason entered by the vendor for these activities.
No Activity?
No activity message is recorded when the vendor accepts or declines an address change, voids and reprints a pack slip, or enters a reason description in Order Broker without making any additional changes to the purchase order line.
Note: You can confirm shipment of an Order Broker drop ship purchase order through the Receiving Purchase Orders (PORC) menu option; however, this option is not recommended. Receiving the drop ship purchase order this way updates the status of the purchase order in Order Management System to closed (X) but does not affect the status of the purchase order in Order Broker, and subsequent vendor actions for the purchase order are not recorded in Order Management System.
Alphanumeric, 33 positions.
The status of the transaction when it was performed. This is the Status from the PO Detail Order table.
Valid values are:
• Status blank = The drop ship purchase order is not flagged to be processed by an integrated system. The Supplier Direct Fulfillment integration does not use a blank status.
• Canceled (Status C) = The drop ship purchase order line has been canceled.
• Change = For PO address changes sent to Order Broker.
• Cost Chg = For PO cost changes sent to Order Broker. This status and accompanying message displays only when you access this screen from PO Inquiry (MPOI).
• Held (Status H) = The drop ship purchase order line has been held by the vendor.
• In Process (Status I) = The drop ship purchase order line has been selected (pulled or printed) by the vendor for fulfillment.
• Invoiced (Status P) = The vendor has submitted an invoice for the shipment.
• Open (Status O) = The drop ship purchase order line has been created in Order Broker module but not yet selected by the vendor for fulfillment. A purchase order line fulfilled through the Order Broker module might also be in this status if there have been updates to the purchase order, such as if the vendor has held and then released the line.
• RA Canceled (Status N) = The RA has been Cancelled. Returns are not currently implemented through Order Broker’s Supplier Direct Fulfillment module.
• RA Sent (Status A) = A return authorization has been created for the purchase order line and sent to an integrated system. Returns are not currently implemented through Order Broker’s Supplier Direct Fulfillment module.
• Returned (Status R) = The drop ship purchase order returned merchandise has been received and posted by the vendor. When the vendor posts a return, the return is received and credited (if not already credited) in Order Management System. Returns are not currently implemented through Order Broker’s Supplier Direct Fulfillment module.
• Sent (Status E) = The drop ship purchase order has been created in Order Management System and sent to Order Broker’s Supplier Direct Fulfillment module, but the integrating system has not yet acknowledged the purchase order. A purchase order line fulfilled through the Supplier Direct Fulfillment module might also be in this status if you have sent a cost change to Order Broker.
• Shipped (Status S) = The drop ship purchase order line has been shipped by the vendor, closing the purchase order line and order line.
Alphanumeric, 10 positions.
The amount of duty, if any, charged for the item. The system calculates duty based on the duty rates defined for the country of the ship-to address and the harmonize code defined for the item.
Duty is included in the Personalization (Special Handling) Charge for the order.
Numeric, 11 positions with a 2-place decimal.
The customer’s email address. The customer’s primary email address, along with any other email addresses for the customer, is stored in the Customer Sold To Email table.
Email Address Validation
Customer sold to email addresses are validated against the Customer Sold To Email table. You can define an email address for a customer using the Work with Customers (WCST) menu option.
A valid email address must contain:
• an @ sign and a period (.)
• some text:
• before the @ sign
• between the @ sign and the period
• after the period
Alphanumeric, 50 positions.
Indicates the preferred method of correspondence.
Valid values are:
• O1 (All) = Email is the preferred method of correspondence.
• O2 (Order) = Use email for order-related correspondence only; generate a document for other correspondence.
• O3 (None) = Do not use email for any correspondence; generate a document instead.
• O4 (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.
For a new customer, this value defaults from the Default Opt In/Opt Out Flag (G97) system control value. You can override the default.
The user ID of the person or process that created the order.
Alphanumeric, 10 positions.
The date the order or order line was entered into the system.
Order Entered Date
This is the Entered Date in the Order Header table.
Order Line Entered Date
This is the Entered Date in the Order Detail table.
Numeric, 8 positions (user date format).
Your “best guess” of the shipping charges on the order. The true shipping charge will be based on the actual weight of items on the order.
Actual (billing amount) Shipping Method
You can enter an estimated shipping charge when using the actual freight method (as designated by selecting Actual in the Freight method field of the source code). A freight method is a means of calculating shipping charges for an order. This is an order-level freight method that uses the total weight of all the items on the order to determine what the shipping charges will be.
The actual shipping charge is determined during Confirmation or Billing by one of these methods:
• Weighing the package and using the system-calculated the freight charge
• Entering the freight charge manually
The estimated shipping charge is not included in the order totals, so the shipping will be blank (unless there is a freight override) until you determine the actual freight charge.
Numeric, 7 positions with a 2-place decimal.
The date the transaction that resulted in an exchange occurred. From the Date Entered in the RA Header table.
Numeric, 8 positions (in user date format).
Indicates how to price an exchange item added to the order. Possible settings are:
• Normal Pricing: The customer pays the normal price for the exchange item.
Note: This setting defaults if you do not have authority under the Price Overrides secured feature, and cannot be changed.
• Override Price: You specify the price to use when adding the exchange item.
• No Charge: The customer is not changed for the exchange item.
• Existing Price: The customer pays the price of the returned item.
Note: The Price Override Reason for Same Price Exchanges (D92) SCV must specify a price override reason in order for you to use the Existing Price setting. If this error occurs at the Return Order Line page, select Cancel and then select Return again for the item.
The status of an exchange.
Valid values are:
• Created = The exchange has been created but not yet received.
• Received = The exchange has been received but not yet credited.
• Credited = The exchange has been credited.
Alphanumeric.
The date the item is expected to be available to ship.
For a backordered item: The date a purchase order containing this backordered item is expected. The expected ship date is cleared once you receive the item in Purchase Order Receiving. If you receive purchase orders into suspense, you must run batch purchase order layering from the Batch PO Layering (BPOL) menu option in order to update this field.
For finished goods: The system uses this field for finished good items created through work order processing to indicate the date the finished good will be ready for sale if the Use Work Order Processing (E37) system control value is selected.
For a drop ship item: This date displays for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is selected.
Numeric, 8 positions (in user date format).
The date the credit card is no longer active.
The expiration date may be zero, depending on the setting of the Require expiration date flag for the pay type. For example, a gift card card type typically does not require an expiration date.
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.
Note: When you unlock and accept an order, Contact Center does not check for expired credit cards.
Numeric, 4 positions (MM/YY format).
The total dollar amount for the item after applying all discounts.
The system uses the following calculation to determine the extended price of an order line: quantity x unit price.
Numeric, 7 positions with a 2-place decimal.
The customer’s first name.
Alphanumeric, 15 positions.
The location supplying the inventory for the order. This location displays as the Sourced location in Order Broker.
From the cross-reference record set up through the Work with Store Cross Reference (WSCR) menu option.
See Originating Location and Pickup Location for more information.
Location code: alphanumeric, 10 positions.
Location description: alphanumeric, 40 positions.
The quantity currently assigned to the fulfilling location. Might be less than the ordered quantity if this is a brokered backorder, the Use Split Order (L56) system control value is selected, and the Allow Split Order and Allow Split Line preferences in Order Broker are also selected.
Numeric, 5 positions.
Indicates whether the system will reserve inventory for the item, based on the arrival date entered for the item. No items are reserved for “future orders” until a later date.
Valid values are:
• Yes = Item is a “future order” and inventory will not be reserved.
• No = Item is a “current order” and inventory will be reserved.
Identifying Future Orders
The system subtracts the Reservation Lead Days (B27) from the arrival date entered on the order or for an item. If this date is greater than today's date, the system will not reserve inventory for the order or item, because it is too soon.
Reserving for Current Orders
The Evaluate Future Orders program runs daily to determine whether future orders are eligible for reservation, based on the arrival date calculation. If so, the item detail line is identified as a “current order” and inventory will be reserved.
See the Arrival Date field for more information about how the arrival date controls reservation and creating pre-generated picks.
The system updates the Future Order field automatically.
Alphanumeric.
Indicates whether the order is a gift order that will be shipped to a second party. If so, no pricing information prints on the pick slip and the buyer receives a gift acknowledgment card to confirm delivery of the gift.
• Yes = The order is a gift order.
• No = The order is not a gift order.
Alphanumeric.
The date and time the gift card was activated; this is the date the system received and processed the approved gift card activation response.
Numeric, 8 positions (user date format).
The initial amount applied to the gift card.
This amount does not reflect the remaining balance on the card, if the card has already been used as payment for a purchase.
Numeric, 7 positions with a 2-place decimal.
The date the gift card was processed through billing.
Numeric, 8 positions (user date format).
The date a gift card notification (Stored Value Card Notification Email) was sent to the customer. The system sends an email when an approved activation response is received from the service bureau.
Numeric, 8 positions (user date format).
The number assigned to the gift card item. For security purposes, only the last four digits of the number display.
If the Remove Stored Value Card Number After Activation (J22) system control value is selected, the system replaces the gift card number in the database with the text REMOVED BY SYSTEM; in this situation, the gift card number displays asterisks (****) instead of the actual number.
The SECRISK periodic function replaces the first 12 digits of activated gift cards in the database with asterisks (*) when the gift card is older than the Credit Card Retention Days (K65); in this situation, the gift card number displays asterisks (****) instead of the actual number.
Alphanumeric, 4 positions.
The code and description of the activation response received from the service bureau.
Code: Alphanumeric, 10 positions.
Description: Alphanumeric, 40 positions.
The contents of a gift message.
For more information: See Customer Messages.
Alphanumeric, 60 positions.
The date and time when the gift message was created or last updated.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The user ID of the person who created or last updated the gift message.
Alphanumeric, 10 positions.
A flag that identifies whether the item is gift wrapped.
Valid values are:
• Yes = Gift wrap the item.
• No = Do not gift wrap the item.
Note: The Gift Wrap field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Alphanumeric.
The price the customer is charged for gift wrapping the item.
Numeric, 7 positions with a 2-place decimal.
Customers whose records have been merged with the records of matching customers when you performed a merge/purge.
The ghost customer is the source customer in the merge; records for the source customer are merged with the records for a matching target customer; the system selects the most up-to-date information for target and source and saves these records in the target customer’s record. When performing the merge you can elect to flag a source customer as a ghost on the Work with Source Customers Screen. Ghost customer records are retained in the Customer Sold To table for informational purposes, but ghost customers do not have order history, billing history, mail history or entity information, since all related history records are merged into the source (target customer) records.
The number and description of a group of variable set component items, as defined in the Variable Set Groups table. When adding variable set components to an order, you need to select the defined number of items within each defined group.
For example a variable set contains:
• Group 1: Ties (select 3)
• Group 2: Shirts (select 2)
• Group 3: Pants (select 1)
See Entering Variable Set Information (WVST) in the Classic View online help for background.
Group number: Numeric, 3 positions; display-only.
Group description: Alphanumeric, 30 positions; display-only.
The Canadian goods and services tax (GST) that applies to items shipping to Canada. If GST applies, the Tax includes this amount.
If the order or line is not subject to GST, the displayed amount is 0.00.
Numeric, 7 positions with a 2-place decimal; display-only.
The amount of any hidden tax attributed to the item. Hidden tax is used only if the Tax Included in Price (E70) system control value is selected; in this situation, a hidden tax amount appears only for orders and items subject to VAT and tax-inclusive pricing.
On orders using tax-inclusive pricing, you charge a different, higher price for an item than an orders subject to conventional tax. Also, any tax amount is not calculated in the standard way and included in the Tax bucket on the order; instead, a hidden tax amount is calculated based on the information you have defined for the customer's country or the item itself, and this amount is “hidden” on the order detail line; this tax is not visible to the customer. Unlike the item tax included in the Tax field, described above, the hidden tax is a unit amount, not an extended amount; you must multiply the hidden tax amount by the item quantity to arrive at the extended hidden tax amount for the order line.
In tracking sales figures, such as in the Order Billing History table and on marketing reports, the system subtracts the hidden tax amount from the item price to determine sales dollars. For example, if the customer pays $10.00 for an item, but the hidden tax amount is $1.50, the system posts the sale as $8.50.
It is possible for the hidden tax for an item to exceed the price you charge the customer if you have defined hidden tax for the item as an amount rather than a percentage of the item price, and you sell the item at a considerable discount or as a free gift.
An item may be exempt from tax, hidden tax, or both based on exemptions defined for the order, customer, state, or item.
Numeric, 7 positions with a 2-place decimal.
The reason why an order is on hold at the system (order header) level, ship-to level, and/or payment method level.
Hold reasons are defined in and validated against the Order Hold Reason table. You can create and work with hold reasons in the Work with Order Hold Reasons (WOHR) menu option. See Establishing Order Hold Reason Codes (WOHR) in the Classic View online help.
For more information: See:
• System-Level (Header) Holds for a list of holds that can apply to the system (order header) level.
• Ship-To Holds for a list of holds that can apply to the order ship-to level.
• Payment Method Holds for a list of holds that can apply to the payment method level.
In addition, you can assign User-Defined Holds to an order.
Hold Reason Code: Alphanumeric, 2 positions.
Hold Reason Description: Alphanumeric, 30 positions.
The type of hold assigned to the order.
Valid values are:
• System Hold = The hold is assigned by the system at the order header level.
• Payment Method Hold = The hold is assigned by the system to a payment method on the order.
• Ship-To Hold = The hold is assigned by the system to an order ship-to on the order.
• User Hold = A user assigned the hold to the order at the order header level.
See Order Hold Reasons Overview for more information.
Alphanumeric.
The date when the order is eligible for release through the Release Orders on Time Hold Periodic Function. You can assign a number of days for the system to add automatically when calculating the hold date to each response code you receive from an authorization service.
Numeric, 8 positions (in user date format).
When you use Oracle Identity Cloud Service (IDCS) for password authentication, you define each user ID and password in IDCS, and use Work with Users in the Classic View of Order Management System to define other user settings, including the default company, locale settings, and authority to menu options and features. See User Configuration in the Administration Guide for background.
Client application authentication: See Manage External Application Access for background on managing web service authentication for external applications, such as XOffice, using OAuth.
The invoice number associated with the order, shipment or credit on the order. Invoice numbers are stored in the Invoice Header table.
The system creates a separate invoice for each shipment made against an order. In addition, the system creates a credit invoice each time a return, cancellation, or overpayment is made against the order.
Invoice Number 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.
Invoice Address?
If the Capture Addresses for Invoice (J24) system control value is selected, the shipping and billing addresses for each Invoice Ship To are stored in the Invoice Address table.
Invoice Consolidation?
The setting of the Consolidated Invoice (B49) system control value controls whether two shipments to the same billing and shipping addresses on the same billing date are consolidated into the same Invoice Ship To record, producing a single entry on this page.
Multiple Entries for Same Invoice
The system uses the same invoice number for separate shipments that occur on the same billing date if the Consolidated Invoice (B49) system is selected, and:
• The Invoice Consolidation Method (E29) is set to ORDER, and the shipments were made for separate order ship-tos, or,
• The Invoice Consolidation Method (E29) is set to ORDER SHIP, and the shipments were made for the same order ship-to, and the billing and shipping addresses were the same for the shipments.
When consolidating invoices as described above, the system creates a single Invoice Header record (and a single invoice number), but separate Invoice Ship To records.
Numeric, 7 positions.
The date the invoice was created.
Numeric, 8 positions (in user date format).
The number of the invoice line on which an item appears.
Numeric, 3 positions.
The number of order lines associated with the invoice, across all order ship-tos.
Numeric, 5 positions.
The date the invoice was printed.
Numeric, 8 positions (in user date format).
The total amount billed or credited on the invoice or invoice payment. Credit invoice amounts include a minus sign.
The total amount that needs to be deposited in order for the invoice to be completely deposited.
The invoice total includes all related:
• merchandise charges
• shipping charges
• tax charges
• personalization charges
• additional charges
• additional shipping charges.
Note: The invoice total does not include charges for canceled, returned, or sold out items.
Numeric, 7 positions with a 2-place decimal.
The type of invoice.
Valid values are:
• Credit: the invoice was created as a result of a return, cancellation, or overpayment is made against the order.
• Invoice: the invoice was created as a result of a shipment made against the order.
Alphanumeric.
An incremental issue number, assigned by some banks when they replace a card because it is lost or stolen. Debit cards might require a start date, an issue number, both, or neither. The Require issue # flag for the pay type controls whether an issue number is required or optional.
Alphanumeric, 2 positions.
The description of an item.
Alphanumeric, 120 positions.
A unique code used to identify an item.
You can create and work with items using the Work with Items (MITM) menu option.
For more information: See Creating and Working with Items in the Classic View online help.
Alphanumeric, 12 positions.
An image of the item. The image that displays is:
• The image defined at the SKU level.
• If an image is not defined at the SKU level, the image defined at the item level displays.
• A generic Image Not Available image displays if the image URL defined for the item is not a valid URL.
• If an image is not defined a the SKU or item level, no image displays.
For more information: See the Item Image/Info Link Screen in the Classic View online help for more information on setting up item images.
The item information icon () in the bottom right of the Item Image area indicates that there is a link to a web page providing information on the item. Click the icon to open the related page.
The information icon is also displayed at the Review Order and Verify Order Information step in order entry to indicate whether discounts or overrides have been applied to order totals. Position your cursor over the icon to display the related message, for example: Discount applied.
The total percentage of items returned by this customer.
The system uses the following fields in the Customer Sold To Order History table to calculate the item return rate:
((Returns LTD + Exchanges LTD) / Sales LTD) * 100 = item return rate
Example: If the total value of returned and exchanged items is 100, and the customer’s total sales to date is 500, the return percentage is 20, or (100 / 500) * 100.
Numeric, 3 positions with a 2 place decimal.
Any comments defined for an item or SKU in the SKU Comments table whose Print Code is set to Window. You can create and work with item/SKU comments using the Work with Items/SKU’s (MITM) menu option. Item/SKU comments display on the Item SKU Information window.
You can enter item comments at either the base item level or the SKU level. If you enter both, the comments at the SKU level override the base item-level comments. For example, if item AB100 comes in RED, BLUE, and PINK, and if you enter item comments for the base item and for the RED SKU, the SKU-level comments will appear for the RED SKU only; the base item-level comments will appear for the BLUE and PINK SKU’s.
For more information: See the Work with Items/SKU’s (MITM) menu option for more information on creating and working with item/SKU comments.
Alphanumeric, 50 positions (each line).
A message that displays on the Item SKU Information window for items that are assigned to the item status code associated with this message.
Item status codes allow you to define the status of an item such as obsolete, discontinued, future ship or soldout. You can assign and item status to an item at the item or SKU level. The SKU status overrides the status of the base item.
For more information: See Working with Item Status (WIST) in the Classic View online help for more information on defining an item status code.
Alphanumeric, 50 positions (each line).
A word to further define an item. Item keywords are used to scan for a specific item based on information that is not found in the item code or item description.
For example, if you sell books and the item number is a code, AN8975H, and the description is the title of the book, “The Outer Ring,” you may want to use the author's name as a keyword: “Newbold.” This way you can scan for items (books) that have been written by the author, instead of scanning for a specific item (by item code or the title of a specific book).
You can create as many keywords for an item as you want. For example, if you sell books and create the author's name as a keyword for each book, you could further define the item by creating a keyword for the type of book it is, for example, “Science Fiction.”
Note: Keywords are defined at the item level and not at the SKU level.
For more information: See Working with Item Keywords (WKEY) in the Classic View online help for more information on defining keywords.
Alphanumeric, 20 positions.
The last four digits of the payment card the customer used as payment on the order.
Last 4 Validation
The last four digits is validated against the CC Last 4 in the Order Payment Method table.
Numeric, 4 positions.
The most recent date and time when the BROKER job evaluated whether to request a status update for the order line.
The job uses the Order Broker Status Update Interval (K10) system control value to determine how often to check on status.
Not used for orders received from Order Broker which did not originate in Order Management System.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The last name of the customer.
Alphanumeric, 25 positions.
The order date and description of the origin of the last order the customer placed, regardless of the order’s status.
The order date displays in the date format defined for your user ID. For example, if the date format for your user ID is set to YY/MM/DD and you enter 12/12/12, the system recognizes this date as 2012, December 12 and searches for orders that were created on that date.
Note: This field is blank if the customer has never placed an order.
Order Date: Numeric, 8 positions (in user date format).
Origin: Alphanumeric, 30 positions.
The most recent date when the item was purchased.
Numeric, 8 positions (in user date format).
The connection string used to connect to the LDAP server for LDAP authentication. Can be upper and lower case.
Alphanumeric, 200 positions.
A code to identify an LDAP configuration. Upper case.
Alphanumeric, 10 positions.
For orders fulfilled through Order Broker, this is the description and address of a location where an item/SKU is available, consisting of:
• description (the Name from Order Broker)
• street address (up to four lines)
• city
• state
• postal code
• country
• phone number
This information is provided directly from Order Broker, and is not derived from the Store Cross Reference table.
Note: The Location label is also displayed in the Item Availability Table for a Warehouse.
The quantity of the item/SKU reported in the response message as available for pickup in this location. Depending on your settings within Order Broker, this quantity may be approximate, or calculated based on probability rules.
Note:
• If a location that stocks the item and is within the search radius is flagged in Order Broker as Backorder Available, it is returned in the search results even if it does not have the item available. In this case, the available quantity listed can be blank, or can be a negative quantity.
• If there are locations that stock the item and are within the search radius, but none have the full requested quantity available (and are not flagged as Backorder Available), the Item Availability (Merchandise Locator) window displays the locations, but does not indicate the distance, available quantity, open purchase order quantity, or next purchase order date. This situation could occur if, for example, the customer requests 5 units, and none of the locations have more than 4 units available. To display the full information for the displayed locations, search again with a lower search quantity.
Numeric, 7 positions.
The quantity of the item/SKU reported on open purchase orders for a location; this quantity depends on how the external system calculates the open PO quantity.
Note: If there are locations that stock the item and are within the search radius, but none have the full requested quantity available (and are not flagged as Backorder Available), the Item Availability (Merchandise Locator) window displays the locations, but does not indicate the distance, available quantity, open purchase order quantity, or next PO date. This situation could occur if, for example, the customer requests 5 units, and none of the locations have more than 4 units available. To display the full information for the displayed locations, search again with a lower search quantity.
Numeric, 7 positions.
The date when the next purchase order for the item/SKU is due to be received in a location; this date depends on how the externals system calculates the next PO date.
Note: If there are locations that stock the item and are within the search radius, but none have the full requested quantity available (and are not flagged as Backorder Available), the Item Availability (Merchandise Locator) window displays the locations, but does not indicate the distance, available quantity, open purchase order quantity, or next PO date. This situation could occur if, for example, the customer requests 5 units, and none of the locations have more than 4 units available. To display the full information for the displayed locations, search again with a lower search quantity.
Numeric, 8 positions (user date format).
The user ID of the person who was working in the order when it was locked, or the process that has the order locked. From the User field in the Order Header table.
Orders can be unlocked through the Unlock Order page.
Alphanumeric, 10 positions.
Indicates whether to send the customer mailings from your company. Defaults from the Default Mail Name (D10) system control value for a new customer.
• selected = Send mail to this customer.
• unselected = Do not send mail to this customer.
Indicates whether the item is a set master item.
• Yes = The item is a set master item.
• No = The item is not a set master item.
Set items are groups of one or more items that you sell together as a unit. The items that make up a set are referred to as component items. The components can also be sold individually.
Set items are designated by an S Set in the Kit Type field in the Item table. The individual components associated with the set are defined in the Set table. Each set component must exist in the Item table.
When you place an order for a set item, a detail line is created for the main set item along with each component item. The price of the set is located at the main set item level. Any changes you make to the main set item, for example, changing the order quantity or selling out the set, are also reflected in the component items. Notice that the system underlines the main set item.
When you return a set master item, you can select different return options for the component items. See Return Order Line Options for information on returning a set item.
For more information: See Entering Set Information (WSET) in the Classic View online help for more information on defining a set item.
The amount you wish to manually authorize for a credit card.
Numeric, 7 positions with a 2-place decimal.
The match code assigned to the customer. The match code is a code comprised of elements of the customer’s name and address, and is used to detect duplicate and fraud customers.
Alphanumeric, 15 positions.
There are two types of memberships: standard and loyalty.
Standard Membership
Standard memberships are programs you can use to generate regular periodic orders for a customer. For example, you might set up a membership program to create an order for a food or beverage item each month. Once you generate an order through a membership, you can ship and bill it like any other order.
Examples of Standard Membership Programs
Example 1: A year of shipments. In this example, the membership includes a different order each month for a year, such as “fruit of the month” or “coffee of the month.” The items included in each order, the sequence in which they are shipped, and the pricing are all fixed at the start of the membership, and the customer does not have the option to change or add items. When the predefined number of orders has been generated, the membership closes automatically.
Example 2: Open-ended. The customer chooses the item or items, such as coffee, food items, or other consumables, to receive. Additionally, the customer specifies how frequently the orders should be generated; some prefer monthly shipments, while others receive shipments every two or three weeks. You might include an initial free gift with the first order. Also, the customer can request an additional item to be included in selected rotations, such as every other shipment. The customer pays the current offer price for included items. You leave this type of membership open, and continue generating new orders, until the customer advises you to close the membership.
Example 3: Discount membership. The customer purchases a discount “card” which is good for one year. Any time the customer places an order, this discount applies to the merchandise total.
Loyalty Membership
Loyalty memberships are programs that provide a discount and/or other rewards to customers based on their order history. The background jobs automatically create or deactivate loyalty memberships for customers based on order activity. For example, you could offer customers a 5% discount and free shipping once their total merchandise dollars to date exceeds $500.
You cannot sell or manually create loyalty memberships; loyalty membership activation occurs only when the ORDR_ASYNC or job updates the customer’s total merchandise sales or order dollars, and determines that the customer now qualifies for a new loyalty membership program based on customer class or sales, order, or external sales dollars.
When you set up loyalty membership programs, you specify whether to base eligibility on sales or order dollars and whether to subtract activity such as cancellations, soldouts, and returns from the total dollar value required to qualify. You can set up a series of graduated loyalty programs with increasing discounts and rewards. For example, you could have BRONZE, SILVER, AND GOLD loyalty programs, with the system automatically promoting customers from one program to the next as their order history qualifies them.
For more information: See Membership Overview in the Classic View online help for more information on memberships and membership processing.
Membership Program ID: Alphanumeric, 12 positions.
Membership Program Description: Alphanumeric, 30 positions.
The total value of the items on the order, invoice, or payment, which is calculated by multiplying the quantity ordered by the item’s price. This amount does not include charges for shipping (freight), sales tax (except for hidden tax), or handling.
Numeric, 9 positions with a 2-place decimal.
The customer’s middle initial.
Alphanumeric, 1 position.
An item that was shipped by mistake. A misship might have been included with the correct item in a shipment, or shipped instead of the correct item. See Creating a Misship for background.
Modern View is a module of Order Management System that provides options including reviewing batch jobs, unlocking orders, managing external applications, and checking gift card balances. Modern View also includes Contact Center.
Indicates whether an invoice is currently pending Credit Card Net Exchange Billing. The system considers an invoice pending for credit card net exchange billing if the Invoice Payment Method record contains the EXC flexible payment option code in the IPM FPO Payment Code and the invoice has not yet been deposited (the IPM Deposit created date is blank).
For more information: See Credit Card Net Exchange Billing in the Classic View online help for an overview.
Indicates whether the item is priced on the order or is given to the customer at no charge:
• Selected = There is no charge to the customer for the item.
• Unselected = The order line is priced.
If you select the No charge field, you must select a Price Override Reason and the Order Line Price is not enterable.
If you unselect the No charge field, the system changes the price for the item to the regular Order Line Price, but the price override reason remains on the order line.
Note: You can change the No charge setting for an order line only if you have authority under the Price Overrides (A23) secured feature; otherwise, this field is display-only.
The code and description for the catalog, space or television advertisement from which you accept quotes and orders.
The offer defined for the 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 the 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. You can create and work with offers using the Work with Offers (WOFR) menu option. See Working with Offers (WOFR) in the Classic View online help.
Note: The Offer field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Offer Code: Alphanumeric, 3 positions.
Offer Description: Alphanumeric, 30 positions.
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 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.
Customer Price Group Pricing
If you use customer price group pricing, the offer price represents the initial price of the item, based on the Price Type defined for the customer price group. See Customer Price Group Pricing in the Classic View online help for an overview.
Numeric, 7 positions with a 2-place decimal.
The preferred method of correspondence for the primary email address.
Valid values are:
• Email order and promotion information = Use email for order-related and promotion-related correspondence.
• Email order information only = Use email for order-related correspondence only; generate a document for other correspondence.
• Do not email = Do not use email for any correspondence; generate a document instead.
• Do not ask for email address = Do not ask the customer for an 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.
The type of activity performed against the order.
Possible activities are listed below, and typical descriptions indicated. The OTH_TRANSACTION_TYPE code in the ORDER_TRANSACTION_HISTORY table is indicated in parentheses.
Valid values are described below. Related Descriptions are also described if they add additional information. If an Amount is specified for the entry, it is mentioned below as well; otherwise, the Amount is 0.00.
• Assignment Updated (T): A task was created or updated. Examples of descriptions include Task Created/Resolved, or indication of the rule applied.
• Authorization (A): Manual authorization applied for credit card or other activity, such as an authorization reversal. The Descriptions provide further details, for example: MANUAL AUTH# DETECTED - ABC1234. The amount authorized is listed in the Amount field.
• Backorder Cards (K) = Backorder card evaluation and update to the Order Detail record. The Description provides further details, for example: 1st B/O-line 2, ship date 18/11/19.
• Drop Ship Purchase Order (D) = Drop ship purchase order generated. The Description indicates the purchase order number generated, for example: DROP SHIP PO# 0000102 CREATED.
• Maintenance (M) = Order was maintained. The system also uses this code when it applies a prorated discount, when activity takes place related to the Order Broker integration, when an order is released from hold, when an order is accepted in batch order entry, when an item is re-reserved, or when the system posts a contribution (based on the setting of the Method for Processing Overpayments in Order Entry (D70)). The Amount indicates the order total at the time of maintenance.
Note: Starting with release 18.0, the system no longer creates Maintenance records for activity updates from Order Broker. See above for the individual records created when an order is accepted, shipped, picked, or picked up.
Note: A separate Order Canceled record is created when an order is canceled in maintenance only if no items have shipped for the order.
• Notification (L) = Notification (card, email, or outbound email XML message) generated for the customer or vendor related to the order. The Description provides information on the notification type and customer address, for example: Ord Conf to e.roosevelt@example.com.
• Order Accepted (3) = Store Accepted Order. Order Broker indicated that the fulfilling store location accepted the order or line. The line number is indicated in the Description.
• Order Canceled (X) is either:
• Order Cancelled. The non-quote order was canceled before any items were shipped. A few things to note:
• This entry does not indicate whether the cancel reason used was flagged to update demand.
• The Amount indicates the total amount of the order including freight, regardless of whether the Recalculate freight option was selected at order cancellation.
• This entry is created separately for each ship-to on the order.
• A Maintenance record is also written in addition to the Order Canceled record.
• Membership MEMBCODE cancelled. A customer membership was canceled.
• Order Level Hold (H) = Hold applied through order maintenance or as a result of credit checking. The Description indicates the hold reason, for example: SYS HLD---SYSTEM HOLD MISC FRAUD.
• Order Message (7): Order Message Added.
• Order Picked (4) = Store Picked Order. Order Broker indicated that the assigned fulfilling location (store or warehouse) picked the order or line.
• Order Picked Up (6) - Customer Picked Up Order. Order Broker indicated that the customer has picked up the order from the store location.
• Order Shipped (5) = Store Shipped Order. Order Broker indicated that the fulfilling location (store or warehouse) shipped the order or line. The line number is indicated in the Description, for example: Ln#: 2 Store Shipped Order.
• Pick Gen Error (!) = Problem Generating Pick. A stock allocation error occurred. The line number is indicated in the Description, for example: Problem Generating Pick - Order line 2.
• Pick Slip Generated (P) = Pick Gen. A pick slip was generated. This message is written when you use cart/bin picking. The Description indicates the pick control number, warehouse, and cart/bin, for example: Pk 212 Whs 1 Ct/Bn 111/108/2.
Note: Starting with release 18.0, the system no longer creates a Pick Gen (P) record when a stock allocation error occurs. Instead, it creates a Pick Gen Error record.
• Pick Voided (V) = Pick ticket voided through Work with Interactive Reservation or Reprinting and Voiding Pick Slips. The Description indicates the original and new pick control number; for example, Pick 166 reprinted as pick 184.
• Price Override (W) = Price override. The price of an item was overridden. The system does not write a price override history message here when it applies the Default Price Override Reason (B35). The Description indicates the order line updated; for example, User price override - Order line 1. The Amount indicates the unit price of the item after applying the override.
• Quote Maintenance (@) = Quote was maintained. The Amount indicates the order total when the quote was maintained.
Note: If the quote was canceled during maintenance, a maintenance (M) record is also created, indicating the cancel reason.
• R/A Maintenance (*) = A return authorization was created, received, or credited through Working with Return Authorizations. The Description indicates Order was maintained through R/A.The Amount is the refund amount.
• Refund Processed (F) = Refund processed or changed. The Description indicates the type of update; for example, Refund has been released or CC Crd for inv#101 processed.
• Released from Hold (R) = The order was released from hold. The Description indicates the hold reason description and part of the user ID or process that released the order, for example: Order 131 released from PAY TYPE HOLD..
When you release the ship-to only hold for a multi-recipient order, all the ship-tos are released, and a separate activity record is written for each ship-to.The activity record for the ship-to only hold release is written for ship-to 1.
• Return Authorization Processed (N) = R/A Credit pending processing. A return or exchange was created for the order or an order line. The Amount indicates the total amount of the credit.
• Shipment (S) = An order shipment or credit billed. Multiple entries are written when a pick slip is confirmed and processes in billing. Sample Descriptions might be:
• Pick slip confirmation: Pick# 212 Mtr 0.00 Wgt 0.00, Via 1 T#, Via 1 T#ABCD1234, and Pick# 0000212 Billed on Invoice# 000012. The shipment total is the Amount indicated for the entry related to the invoice creation.
• Express-billed shipment or return: EXPRESS BILLED ON INVOICE # 0000127.
• Sold Out (O) = Item sold out automatically based on the value in the S/O field for the item, and a soldout notification generated. The Description indicates the line number, for example: S/O card generated-line 3.
• Subscription (B): The subscription extract was generated. The Description indicates the issue number and subscription code, for example: Issue# 002 sent for SUBSCRIPTION/.
• System Update (Y) = Can be written with the following Descriptions:
• CSV removed for security (no Amount indicated)
• Suppress refund updated to on p/t 4 (no Amount indicated)
• Award amt not redeemed-card# not found (Amount indicated)
• Unreserved (U) = Interactive reservation. Indicates that an item was reserved or unreserved manually, such as through Working with Interactive Reservation or Reprinting and Voiding Pick Slips. The Description indicates the line number that was unreserved, for example: Order Line 1 unrsv'd w/BO qty of 1.
• Upsell Promotion (E) = Promotion discount applied. The Descriptions indicate both the type of discount, and the promotion name and description, for example: Total Prorated Order Level Discount and 10%OFF - 10% OFF ORDER, where 10%OFF is the promotion name and 10% OFF ORDER is the promotion description. The Amount indicates the discount amount applied.
• User Defined (Z) = The order activity was received through the generic order transaction history API. The Description and Amount are from the inbound message.
Note: The Order Activity page does not display any ROL (reserved order line) error, but the Display Order History screen in the Classic View of Order Management System does display this activity.
Alphanumeric.
The total order amount following the order activity, including merchandise, freight, tax, handling, etc.
For an order cancellation (before any items have shipped), the dollar amount listed includes freight, regardless of whether the Recalculate freight option was selected at order cancellation.
See Order Activity for more information.
Numeric, 9 positions with a 2-place decimal.
The date and time when the order activity occurred.
Date: Numeric, 8 positions (in user date format), updated by the system.
Time: Numeric, 6 positions (HH:MM:SS format), updated by the system.
The description of the order activity. See Order Activity for more information.
Alphanumeric, 40 positions.
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, API, or your default user.
• EXTERNAL defaults for order transaction history created through the Generic Order Transaction History API.
Alphanumeric, 10 positions.
The date and time the transaction was sent either from Order Broker to Order Management System, or from Order Management System to Order Broker.
Date: Numeric, 8 positions, in user date format.
Time: Numeric, 6 positions, HH:MM:SS format.
The current status of the Order Broker request. Possible statuses are:
• A - Accepted = The location assigned to fulfill the order has accepted it, or has accepted the order and is preparing it for shipment or pickup. This status occurs for brokered backorder (delivery or ship-for-pickup) or store pickup order types. The status displays as Accepted or Picked in Order Broker.
• C - Closed = You canceled the request when its status was R (Ready), before it was submitted to the Order Broker. This status occurs for brokered backorder (delivery or ship-for-pickup) order types.
• E - Error = The Order Broker has returned an error response. This status can occur for any order type.
• F - Picking = The pick slip has been printed. This status occurs for retail pickup, delivery, or ship-for-pickup (pick gen/drop ship) order types. The status displays as New_Order or Picked in Order Broker.
• I - In Process = The order was received from the Order Broker and created without error. This status occurs for retail pickup or delivery order types. The status displays as Accepted in Order Broker.
• J - Rejected = The order was sold out after creation in Order Management System. This status occurs for retail pickup or delivery order types. The status displays as unknown (order reassigned to new fulfilling location) in Order Broker.
• K - Acknowledged = The Order Broker has received the order request, assigned a request ID, selected a fulfilling location (brokered backorder), and created the order in its database. This status occurs for brokered backorder (delivery or ship-for-pickup) or store pickup order types. The status displays as New_Order in Order Broker.
• L - Partial Fulfill = The customer has picked up one or more items on the order, but not the complete order. This status occurs for retail pickup, ship-for-pickup (pick gen/drop ship), or store pickup order types. The status displays as Partially Fulfilled in Order Broker.
• N - New = The order was received from the Order Broker but is in error. This status occurs for retail pickup or delivery order types. The status displays as Polled in Order Broker.
• O - Posted = Order Broker has submitted the order or order line for enterprise fulfillment. This status displays as Posted in Order Broker. With this status, you do not have the option to edit or sell out the order line. See Enterprise Order Integration in the Classic View online help for background.
• P - Polled = The assigned fulfilling location has polled the Order Broker for new orders and been notified of this order. This status occurs for brokered backorder (delivery or ship-for-pickup) or store pickup order types. This status displays as Polled in Order Broker.
• R - Ready = This status occurs for brokered backorder (delivery or ship-for-pickup) or store pickup order type.
• For a brokered backorder order type: The request is ready to be sent to the Order Broker, but the BROKER process has not yet generated the request message.
• For a store pickup order type: Order Management System attempted to send the order to the Order Broker, but Order Broker has not responded. In this case, Order Management System retains the order information in the Store Pickup tables until communication with Order Broker resumes.
• S - Received by Store = The order has been received by the store location but not yet picked up by the customer. This status occurs for brokered backorder (ship-for-pickup), retail pickup or ship-for-pickup (pick gen/drop ship) order types. This status displays as Received in Order Broker.
• T - In Transit = This status occurs for brokered backorder (ship-for-pickup), retail pickup or ship-for-pickup (pick gen/drop ship) order types.
• For a brokered backorder (ship-for-pickup) order type: The location fulfilling the order has shipped the merchandise to the store for pickup.
• For a retail pickup or ship-for-pickup (pick gen/drop ship) order type: You have confirmed shipment of the order to the store for pickup.
This status displays as Intransit in Order Broker.
• U - Unfulfillable = This status occurs for brokered backorder (delivery or ship-for-pickup) or store pickup order types.
• For a brokered backorder order type: the Order Broker has not found a location able to fulfill the order based on the rules set up in Order Broker. When it receives a response indicating that the Order Broker cannot fulfill the order, Order Management System returns the order line to standard backorder processing.
• For a store pickup order type: the assigned store location has rejected the order. This status displays as Rejected in Order Broker.
• V - In Transit Polled = The store location has polled the Order Broker for an update on the order. This status occurs for brokered backorder (ship-for-pickup), retail pickup or ship-for-pickup (pick gen/drop ship) order types. This status displays as Intransit Polled in Order Broker.
• W - Waiting = The order request message has been sent to the Order Broker, but Order Management System has not yet received a response. This status occurs for brokered backorder (delivery or ship-for-pickup) order types. This status displays as unknown in Order Broker.
• X - Completed = This status occurs for all order types.
• For brokered backorder (delivery or ship-for-pickup) order type: The fulfilling location assigned by the Order Broker has shipped the item to the customer or the customer has picked up the entire order from the store. When Order Management System receives a status update indicating that the order line has been shipped, it bills the order line and saves the ship via and tracking number, if indicated in the response message, to the Order Transaction History table.
• For delivery order type: You have confirmed shipment of the order to the customer.
• For retail pickup, ship-for-pickup (pick gen), or store pickup order type: The customer has picked up the entire order.
This status displays as Fulfilled in Order Broker.
• Y - Pending Cancel = This status occurs for brokered backorder (delivery or ship-for-pickup), store pickup, retail pickup, delivery, or special ship-for-pickup order types.
• For brokered backorder order type: You have canceled the order line (including the Order Broker request), or you have canceled just the Order Broker request at the Work with Order Broker Screen, but you have not yet received a confirmation of the cancellation from the Order Broker.
• For store pickup order type: You have canceled the order, but you have not yet received a confirmation of the cancellation from the Order Broker.
• For retail pickup, delivery, or special ship-for-pickup order type: You have voided the pick slip through the generic pick in API and the Cancel Reason (Pick In) (L86) system control value specifies a cancel reason, but you have not yet received a confirmation of the cancellation from the Order Broker.
• Z - Canceled = You have requested that the Order Broker order be canceled, and the Order Broker has confirmed the cancellation. This status occurs for brokered backorder (delivery or ship-for-pickup), store pickup, special ship-for-pickup, or retail pickup order types. This status displays as Canceled in Order Broker.
The processing date for the order; this is the Order Date in the Order Header table. Typically, the order date represents the date the order was created; however, a user can override this date during order entry to an earlier or future date.
Order Date Calendar
Select the calendar icon to display a calendar window that you can use to select a date to default to the Order Date field.
• If the Order Date field is blank, the calendar defaults to the current month and date; otherwise, the calendar defaults to the date defined in the Order Date field.
• Use the left and right arrows to display the previous month and next month.
• Select the Month link to select a specific month for the currently selected year.
• Select the Year link to select a specific year for the currently selected month.
• Select the Today link to display the current month and year.
When you select a date from the calendar, the system defaults this date to the Order Date field.
Numeric, 8 positions (in user date format).
The total discount applied to the order. The total discount is calculated by comparing the selling price with the item/SKU offer price. If you use a price override on any of the order lines, or if it defaults from the Default Price Override Reason (B35) system control value:
If the price override reason code’s Override item offer price field is selected, the Order discount includes any discounts that reduce the selling price from the price override amount applied to the order line; however, it does not include the amount of the price override itself. For example, if an accompanying item normally priced at $2.00 is added to the order at no charge, the $2.00 is not included in the order discount amount.
If the price override reason code’s Override item offer price field is unselected, and:
• The existing item/SKU offer price for the item is overridden: the Order discount includes the difference between the original item/SKU offer price and the final selling price, including the price override and any other discounts.
• There is no item/SKU offer price for the item: the order detail line does not affect the Order discount total.
Displayed on the Order Summary Panel panel at the Review Order and Verify Order Information step of order entry, only if the Display Discount on Order Recap Screen (D38) system control value is selected.
Numeric, 9 positions with a 2-place decimal; display-only.
The email address defined for the order and stored in the Order Header Extended table. The order-level email address is separate from the email addresses maintained for the customer sold to, permanent ship-to customer, or other email addresses in the system.
How an Order-Level Email Address Defaults to an Order
The system uses the following hierarchy to default the order-level email address in order entry:
• If the customer sold-to has a primary email address, use that email address; otherwise,
• No order-level email address defaults in order entry.
You can accept the default, enter a different email address, or clear the email address.
Note: If you clear the email address and the Suppress Email Address Search (J09) system control value is selected, the system does not generate order-related emails for the order.
Alphanumeric, 50 positions.
The type of update performed against an item detail line.
Order line activity codes are defined in the Order Line Activity table; you can create and work with order line activity codes in the Work with Order Line Activity Codes (WOLA) menu option. See Working with Order Line Activity Codes (WOLA) in the Classic View online help.
System-delivered order line activity codes that are displayed in the Order Line Activity window are described below. The activity code identifying the type of activity in the Order Line History table is indicated in parentheses:
• Add (A): Includes adding an order line through maintenance or exchange, or through a system process, such as Process Item Substitutions (PSUB). The add reason code, if any, is listed; see Add Reason for a discussion.The quantity added is listed.
• Change (G): Changes to the order line, including Changes to the order line, including:
• increasing the quantity. An increase in quantity is displayed as a positive number.
• decreasing the quantity when the cancel reason code used had the Reduce demand flag selected, regardless of whether you used the Cancel or Change option. A canceled quantity is displayed as a negative number, and the cancel reason code description is not listed. Canceling a partial quantity with a cancel reason code that had the Reduce demand flag unselected creates an Item Partially Cancelled entry, described below.
• changing the price or other information for the order line. When the change does not affect the quantity, no quantity is displayed.
• Discount (D): A discount was applied to the order line after shipment. The quantity of the item discounted is displayed.
• Exchange (E): The exchanged quantity is displayed as a positive number. The exchange reason code description is also displayed; see Exchange Reason for a discussion.
• Express Bill (B): The quantity express billed and the ID of the user who started the async jobs are indicated.
• Item Canceled (C): A quantity of the item on the order line is canceled during order maintenance or through a system process, such as Process Item Substitutions (PSUB). This includes canceling using a cancel reason code not flagged to reduce demand. The quantity canceled is displayed as a negative number. The cancel reason code description is not displayed; see Cancel Reason for a discussion.
• Item Held (J): The order line was put on hold. The open quantity on the line when it is held is displayed.
• Item Partially Cancelled (#): A partial quantity was canceled, either through the Cancel option or through the Change option, if the cancel reason code’s Reduce demand flag was unselected. A partial cancel can also occur when a partial quantity of the line was shipped, and then the remaining quantity or the entire order was canceled. The quantity canceled is displayed as a negative number, and the cancel reason code description is also listed; see Cancel Reason for a discussion.
Note: If the cancel reason code had the Reduce demand flag selected, the activity is listed as a Change rather than as Item Partially Cancelled.
• Item Partially Shipped (P): A partial quantity of the item was shipped. The quantity shipped and the ID of the user who started the async jobs are indicated.
• Item Released from Hold (+): The line was released from held status. The quantity on the order line when it was released is indicated.
• Item Sold Out (O): When an item sells out automatically in order entry or creation, the quantity displayed is a positive number. If the item was sold out through Sell Out, the quantity is negative and the name of the user who sold out the item is listed. When an item sells out through Process Auto Soldouts, the quantity displayed is negative; also, in this case, the user ID displayed is for the user who submitted Process Auto Soldouts.
• Item Unreserved (9): The item was unreserved through Work with Void/Reprint Picks, Interactive Reservation, or the PickIn message. When the line is unreserved through the PickIn message, the default user ID is displayed. This record is not created through the Void Pick Batch option. The unreserved quantity is displayed as a negative number.
• Order Line Message Added (8): An order line message was added. The open quantity on the line when the message was written is displayed. A single order line history entry is created each time you accept your entries, regardless of whether you create a single order line message or multiple message lines.
• Return (R): Displays the quantity returned as a negative number. Also displays the return reason description; see Return Reason for a discussion.
• Shipment (S): Displays the quantity shipped. Also, the user ID displayed is for the user who started the async jobs.
• Sale (X): Not currently implemented.
Alphanumeric.
The date when the order line activity occurred.
Numeric, 8 positions (in user date format).
The quantity of the item affected by the order line 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.
See Order Line Activity for background.
Sold Out Activity Quantity
When you review a soldout line on the Order Line Activity window, you can determine how the item was sold out as follows:
• If the item was sold out through the Sell Out option, the quantity is negative and the name of the user who sold out the item is listed.
• If the line sold out automatically in order entry because there was a soldout control code assigned to the item, the line history has a positive quantity, and the name of the user who entered the order is listed.
• If the line was sold out through Process Auto Soldouts (MASO), the quantity is negative and no user name is listed.
Numeric, 5 positions.
The reason the activity was performed against the item detail line.
Exchange Reason
The reason for the customer to exchange one item for another.
Exchange reasons are defined in and validated against the Exchange Reasons table; you can create and work with exchange reason codes using the Work with Exchange Reason Codes (WEXR) menu option. See Establishing Exchange Reason Codes (WEXR) in the Classic View online help.
Numeric, 3 positions.
Cancel Reason
The reason for canceling the units or reducing the quantity. A cancel reason code is not stored for soldout cancellations, whether you sell out the item by selecting Sold-out in order entry or order maintenance, or through the Process Auto Soldout Cancellations (MASO) menu option; however, the Auto Soldout Cancel Reason (C20) system control value is displayed here if a backordered line was canceled at billing because the Canc B/O (Automatically cancel backorders) flag for the order was selected.
Cancel reason codes are defined in and validated against the Cancel Reason table; you can create and work with cancel reason codes using the Work with Cancel Reason Codes (WCNR) menu option. See Establishing Cancel Reason Codes (WCNR) in the Classic View online help.
Numeric, 2 positions.
Return Reason
The reason for the customer to return an item.
Return reasons are defined in and validated against the Return Reason table; you can create and work with return reason codes using the Work with Return Reason Codes (WRTR) menu option. See Establishing Return Reason Codes (WRTR) in the Classic View online help.
Numeric, 3 positions.
Add Reason
The 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; you can create and work with add reason codes using the Work with Add Reason Codes (WADR) menu option. See Establishing Add Reason Codes (WADR) in the Classic View online help.
Alphanumeric, 5 positions.
The user ID of the person who performed the order line activity.
The user ID does not display if you sell out an item through the Process Auto Soldout Cancellations (MASO) menu option rather than order entry or order maintenance.
Alphanumeric, 10 positions.
Indicates whether a coupon is redeemed for an item on an order line.
• Selected = The customer is using a coupon for the item.
• Unselected = The customer is not using a coupon towards the purchase of the item.
If you select the Coupon field, you must enter the amount in the Order Line Coupon Amount field. The dollar amount of the coupon will be subtracted from the price of the item and *Coupon Item Price will be assigned to the order line as the pricing method.
Note:
• For a coupon to be applied to an item, the Pricing Values (B31) system control value must use the COUPON/ITEM pricing method (or it should be near the top of the pricing hierarchy) or you should use Best Way Pricing (A78) so that the system can give the item to the customer at the lowest available price.
• The Coupon field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
The value of the coupon being applied against an item on an order line. The system subtracts the coupon amount from the item's price.
Note:
• You must select the Coupon Order Line Coupon field in order to apply a coupon against an item.
• The Coupon Amount field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
A message defined for the order line.
Order line messages apply to the specified order line only and not any other order or order line.
Alphanumeric, 60 positions.
The date and time when the order line message was created or most recently updated.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH/MM/SS format).
Order Line Message Print Location
A code that controls whether the order line message prints.
Valid values are:
• Print on both invoice and pick slip = Print the message on the invoice and pick slip.
• Print on invoice only = Print the message on the invoice only.
• Print on pick slip only = Print the message on the pick slip only.
• No where = The message is informational and does not need to be printed.
Text you wish to automatically default to the New Message field when adding a message to an order line. All order line message templates set up in Order Management System are available for selection, regardless of the Print Code setting defined for the template. Blank if no messages have been defined.
The user ID of the person that created or last updated the order line message.
Alphanumeric, 10 positions.
A number the system assigns to each item as it is added to an order ship-to. A quote or order can have up to 999 lines.
Numeric, 3 positions.
The per unit price of an item, after applying all discounts and repricing. The order line price reflects any coupon discount amount or dollar discount by offer or source if the Prorate Dollar Discounts and Coupons (D90) system control value is selected.
You can change the order line price only if you have authority under the Price Overrides (A23) secured feature; otherwise, this field is display-only.
When you initially add an item to an order in Order Entry, the price is from the default Current Offer (A33) system control value; however, when you advance to the Review Order and Verify Order Information step, the price is from the offer associated with the source code specified at the Enter or Verify Customer Information step.
When you change the order line price or set the line to No Charge, you need to specify the Price Override Reason.
Numeric, 7 positions with a 2-place decimal.
The number of units of the item being ordered on an order line. You can order up to 99,999 units of a single item on one order line.
The Maximum Order Quantity (C60) system control value controls the maximum number of units you can order on an order line; additionally, the Allow Maximum Order Quantity Override (A70) secured feature controls whether individual users can exceed this maximum.
You can increase the quantity ordered at the Edit Order Line page, but you cannot decrease the quantity.
If an increase in quantity qualifies for an accompanying item as defined for the Item Offer or SKU Offer, the accompanying item is added to the order.
Numeric, 5 positions.
The current status of the item on the order. Possible statuses are:
• Open = 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.
• Canceled = You have canceled the item using a cancel reason code that is not flagged to reduce demand.
• Error = The order line is currently flagged with an error, and the order is suspended in an order batch.
• 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.
• Closed = The item has been shipped, canceled with a cancel reason flagged to reduce demand, or partially shipped and the remainder of ordered quantity canceled.
A message defined for the order.
Order messages apply to the specified order only and not any other order for the customer.
These order messages apply to the order and not to a specific item on the order.
Alphanumeric, 60 positions.
The date and time when the order message was created.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH/MM/SS format).
Text you wish to automatically default to the New Message field when adding a message to an order.
The system defaults the message text to the message line; however, you can override the default message text or add to the default message text. For example, if you select to default Happy Birthday, you may wish to modify the message line to read Happy Birthday, Mom!
See Default Messages for more information.
The user ID of the person that created or last updated the order message.
Alphanumeric, 10 positions.
A unique, system-assigned number to identify an order.
Order numbers are stored in the Order Header table.
Numeric, 8 positions.
The quantity of the item to remain open when you are performing a cancellation on an order line. If you enter 0, the entire quantity is canceled.
Numeric, 5 positions.
The ID of the workstation where the user was working when creating the order, or the name of the process that created the order; for example, the workstation is E-COMMERCE for orders created through the Generic Order Interface (Order API).
If the order was created in Contact Center, this is the user ID of the person who entered the order.
Alphanumeric, 10 positions.
The overall status of the order, across all ship-to recipients.
Valid values are:
• Canceled = An order is canceled when you have canceled each item individually or the entire order.
• Closed = An order is closed when all the items on the order are shipped or canceled.
• Error = An order is in error if it was received through the Order API and did not pass all order validation, or if the session where it was being created in Order Entry closed unexpectedly.
• Held = An order is held when the system applies some type of hold to the order or a user places an order on hold by typing a user-defined hold reason code in the Hold reason field.
• Open = An order that is not on hold, closed, canceled, or suspended.
• Quote = The order represents a pre-order quote that has not yet been converted to a standard order.
• Suspended = An order is suspended while it is being entered into the system.
The total amount the customer owes for the quote or order, including:
• Merchandise
• Freight
• Additional freight charges
• Taxes
• 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.
The date when the item was added to the order. Typically, the ordered date is the same as the date when the order was created; however, the item may have been added after initial order entry or added to the order through an exchange.
Numeric, 8 positions (in user date format).
The total number of units of the item ordered.
A minus sign indicates a return created by entering a negative quantity in order entry.
This field is blank when you cancel an order line using a cancel reason flagged to reduce demand.
Numeric, 5 positions.
A description that defines how the order was received, such as web, phone, or mail.
You can create and work with origins using the Work with Order Types (WOTY) menu option. See Establishing Order Types (WOTY) in the Classic View online help.
Alphanumeric, 30 positions.
The original due date on the purchase order.
The original expected ship date is calculated by adding the Lead days for the vendor item and the Drop Ship Lead Days (H36) to the order date; however, if the Arrival date on the order is later than this date, the Arrival date is used as the Original expected ship date.
A drop ship purchase order is not eligible for creation through the Select Vendors for Drop Ship Processing (MDSP) menu option until the current date plus the number of Lead days in the vendor item table equals or exceeds its due date.
Numeric, 8 positions, in user date format.
The original payment method used on the order. This may differ from the current payment method associated with a refund.
Note: If the original payment method was deactivated when you maintain the order in Contact Center, generating a refund, Contact Center automatically selects an active payment method on the order to apply the refund amount.
Code: Numeric, 2 positions.
Description: Alphanumeric, 30 positions.
The location, store or warehouse, where the order originated. This location displays as the Placed location in Order Broker.
From the cross-reference record set up through the Work with Store Cross Reference (WSCR) menu option.
See Fulfilling Location and Pickup Location for more information.
Location code: Alphanumeric, 10 positions.
Location description: Alphanumeric, 40 positions.
A method of payment on the order.
You can create and work with pay types in the Work with Pay Types (WPAY) menu option. See Working with Pay Types (WPAY) in the Classic View online help.
Code: Numeric, 2 positions.
Description: Alphanumeric, 30 positions.
Credit Card Payment Method
When viewing an existing payment on an order, the last four digits of the credit card number displays after the payment method description in parenthesis. For example: VISA (1234). This is the CC Last 4 from the Order Payment Method table.
Check Payment Method
When viewing an existing payment on an order, the check number displays after the payment method description in parenthesis. For example: Check (12345). This is the OPM Check Number from the Order Payment Method table.
Code: Numeric, 2 positions.
Description: Alphanumeric, 30 positions.
The status of the transaction.
Authorization Transactions
Valid values for an authorization are:
• Sent
• Authorized
• Declined
• Expired (updated by pick slip generation only)
• Authorized/Unused
• Mismatch Auth/Deposit (created for authorizations during deposits)
• Voided
A blank status indicates that the transaction has not yet been sent to the service bureau.
Deposit Transactions
Valid values for a deposit transaction are:
• Confirmed
• Deleted
• Forced
• Manual Confirm
• Prepaid
• Resubmitted
• Sent
• Unconfirmed
• Written Off
A blank status indicates that the transaction has not yet been sent to the service bureau.
Reversal Transactions
The status is populated with the Description matching the response code configured in WASV for that reversal transaction.
The total for the pay method, including merchandise, freight, additional freight, additional charges, handling and tax.
Numeric, 7 positions with a 2-place decimal.
The amount of the transaction.
Authorization Transaction
This is the amount the service bureau authorized to be charged on the credit card.
Authorization Reversal Transaction
This is the amount to reimburse to the card.
Deposit Transaction
This is the amount deposited.
Numeric, 11 positions with a 2-place decimal.
Payment Transaction Approval Date
The date when the transaction was approved by the service bureau.
Authorization Transaction
The date when the authorization transaction was sent to the service bureau.
Authorization Reversal Transaction
The date and time when the authorization reversal was approved by the service bureau.
Deposit Transaction
The approval date is blank for a deposit transaction.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
Payment Transaction Create Date
The date and time when the transaction was created.
Authorization Transaction
The date and time when the authorization transaction was sent to the service bureau.
Authorization Reversal Transaction
The date and time when the authorization reversal was created against the card payment. This is the date when a cancellation was processed against the card payment or when the card was deactivated.
Deposit Transaction
The date when the deposit history record was created. This is the date when the invoice pay method was deposited. The deposit created date ensures that the deposit is not sent again.
Deposit transactions display a date but not a time.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The date and time when the transaction was sent to the service bureau.
Authorization Transaction
The date you transmitted the authorization to the authorization service.
Authorization Reversal Transaction
The send date is blank for authorization reversal transactions.
Deposit Transaction
The date when the deposit history record was created. Deposit transactions display a date but not a time.
• For debit transactions, this is the date when the invoice pay method was deposited. The deposit date ensures that the deposit is not sent again.
• For credit transactions, this is the date of the first refund associated with the deposit transaction.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The status of the transaction performed against the payment method.
Authorization Status
This is the status of the authorization as updated by the system. Valid values are:
• Not Sent = Not sent yet.
• Sent = Sent, but not received.
• Authorized = Successful authorization.
• Declined = Failed authorization.
• Expired = Authorization expired; a transaction updates to this status only during pick slip generation.
• Authorized/Unused = Successful authorization, but the authorization has not been applied to the card. This may occur if the card failed address verification (AVS).
• Mismatch Auth/Deposit = The authorization does not match the deposit transaction; a transaction updates to this status only when a card is authorized during deposit processing.
• Voided = Authorization voided.
Authorization Reversal Status
The status of authorization reversal, as updated by the system. This is the description for the response code received by the service bureau for the reversal transaction.
Deposit Status
The status of the deposit as updated by the system. Valid values are:
• Not Sent = The deposit has not yet been sent to the service bureau.
• Confirmed = The service bureau confirmed the deposit. The status in the CC Deposit History table is C.
• Deleted = The user deleted a rejected deposit. The status in the CC Deposit History table is D.
• Forced = The deposit was rejected, but was forced through deposit (the Forced deposit field for the authorization service is selected). The status in the CC Deposit History table is F.
• Manual Confirm = The user manually confirmed the deposit through Submit Rejected Deposits. The status in the CC Deposit History table is M.
• Prepaid = The user entered a prepaid adjustment amount. The status in the CC Deposit History table is P.
• Resubmitted = The deposit was resubmitted for deposit. The status in the CC Deposit History table is R.
• Sent = The deposit is in the process of being sent to the service bureau. The status in the CC Deposit History table is S.
• Unconfirmed = The deposit is unconfirmed by the service bureau. The status in the CC Deposit History table is U.
• Written Off = The user wrote off a rejected deposit. The status in the CC Deposit History table is W.
A description of the transaction performed against the payment method.
• Authorization = An authorization transaction from the Authorization History table.
• Deposit - Purchase = A deposit transaction from the Deposit History table.
• Deposit - Return = A credit transaction from the Deposit History table.
• Reversal = A reversal transaction from the Auth History SVC Reversal table.
Personalization (Special Handling)
The code and description of the personalization defined for the item, such as monogramming or engraving.
You can define a personalization code and description, and whether the personalization is a Special Handling Type of standard or custom, in the Work with Additional Charge Codes (WADC) menu option. See Establishing Additional Charge Codes (WADC) in the Classic View online help.
• Standard personalization (the Special handling type is Standard) supports entry of free-form text instructions.
• Custom personalization (the Special handling type is Custom) supports entry of specific fields, with default entries and validation. You use the Work with Custom Special Handling Formats (WSHF) menu option for format setup. See Establishing Custom Special Handling Formats (WSHF) in the Classic View online help.
For more information: See Personalization Overview.
Personalization Code: Alphanumeric, 2 positions.
Personalization Description: Alphanumeric, 25 positions.
Personalization (Special Handling) Charge
The cost of any personalization, or special handling, on the quote or order, such as monogramming or engraving, and any gift wrapping charges.
Determining the Personalization Charge
The system determines the personalization charge by:
• If a Special handling price is specified for the item offer or SKU offer, use this price; otherwise,
• If a Default price or Default price% is specified for the special handing format, use this price (this option is available for custom special handling only).
You can enter a personalization charge at the Add Personalization or Edit Personalization Information window.
The personalization charge can be zero.
The Evaluate Special Handling Charges by Order Line (D67) system control value controls whether to multiply the charge amount by the order line quantity.
Numeric, 7 positions with a 2-place decimal.
Personalization (Special Handling) Custom Charge
The charge to apply the custom personalization option to an item if it is set up as a Feature/option. See Personalization Overview for a discussion.
Personalization (Special Handling) Custom Label
A custom option that can be performed on an item assigned to custom personalization. The name of the label is defined in the Special Handling Format table; you can create and work with custom special handling formats using the Work with Special Handling Formats (WSHF) menu option. The response for the option displays as the value for this field; see Personalization (Special Handling) Custom Response. For example, if the Custom Label is Color, the value in this field may be BLUE.
Label: Alphanumeric, 15 positions.
Personalization (Special Handling) Custom Response
The value entered for a Personalization (Special Handling) Custom Label. If the Display Special Format Response Descriptions (E90) system control value is selected, the response description displays rather than the response itself.
Alphanumeric, 45 positions.
Personalization (Special Handling) Instructions
Free-form instructions or notes explaining what needs to be done to personalize the item. This field is available if you are applying standard personalization to an item.
Note that instructions entered in the Classic View of Order Management System are all upper case, while instructions entered in Contact Center can be upper and lower case. Also, instructions entered in the Classic View of Order Management System as separate lines are concatenated in Contact Center into a continuous line.
The customer's telephone number.
If more than one phone number is defined for the customer, the system uses the following hierarchy to determine which phone number to display:
1. day time phone number
2. mobile phone number
3. evening phone number
The phone number displays in the telephone number format defined for the country on the customer’s address.
Store Pickup and Ship for Pickup Orders
If you use the Order Broker integration and the order is a store pickup order or ship for pickup order, the phone number is the store’s phone number.
Note: The Phone Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Alphanumeric, 14 positions.
Note: While the phone number field is alphanumeric, Contact Center allows only numbers and characters in this field, and not letters. For example, you can enter (508) 525-0100 but not 1800FLOWERS in this field.
A number the system assigns to each batch of picks.
Pick Control Number Validation
Pick control numbers are validated against the PCH Control # in the Pick Control Header table.
Numeric, 7 positions.
The contents of a pick slip message.
For more information: See Customer Messages.
Alphanumeric, 60 positions.
The date and time when the pick slip message was created or last updated.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The user ID of the person who created or last updated the pick slip message.
Alphanumeric, 10 positions.
The location where the customer picks up the order. This location displays as the Pickup location in Order Broker.
From the cross-reference record set up through the Work with Store Cross Reference (WSCR) menu option.
See Originating Location and Fulfilling Location for more information.
Location code: alphanumeric, 10 positions.
Location description: alphanumeric, 40 positions.
The postal code assigned to the customer’s mailing address. This code represents a delivery area.
Alphanumeric, 10 positions.
The optional honorific preceding the customer’s name, such as Dr. or Ms.
Not all pages and windows display the customer’s prefix. Also, the prefix, even if defined, is not displayed if:
• The customer’s name has not been defined; that is, the customer is identified by company name only.
• The name is displayed in last name, first name, middle initial format.
The prefix can include special characters.
Alphanumeric, 3 positions.
The type of price discount applied to an order line at the Discount Order Line window.
Valid values are:
• Discount Price = Update the unit price on the order line to the entered discount price.
• Discount% Off Price = Reduce the unit price on the order line by the entered discount%.
• No Charge = Update the unit price on the order line to zero.
The method the system used to calculate the price of an item, but before applying an order-level discount, such as a source code discount percentage.
Valid values, and the corresponding code stored in the Order Detail table, are:
• 1 Coupon item price
• 2 Customer discount%
• 3 Contract price
• 4 Special source price
• 5 Column price
• 6 Quantity break price
• 7 Offer price
• A Repriced-prorated discount
• B Quantity Price Matrix Customer Override
• C Use item cost
• D Regular Plus Reprice
• E Price code
• F Customer Price Group
• G BOGO
• H Promote
• I Repriced-qty break/item
• J Repriced Customer Price Group Best Price
• K Price table default
• L Price Table Level Ovr
• M Promo Item
• N No charge (with cost tracking; source code definition)
• O No charge/no cost (source code definition)
• P Regular Hierarchy
• Q Repriced-qty break/offer
• R Price override (includes entering as no charge in order entry)
• T Price table premium
• U Upsell Item
• V Repriced-volume discount
• Y Price table
• X Qty Price Matrix
• Z Repriced-item category promotion
Alphanumeric, assigned by the system.
The amount that the customer pays for an exchange item. Required when you select an Exchange Pricing setting of Override Price at the Return Order Line page.
Numeric, 7 positions with a 2-place decimal.
The reason that the price of an item was changed or the customer was given the item at no charge. The system automatically assigns a price override reason code when a free gift or promotional item is added to the order.
For quotes, the system assigns the price override reason code defined in the Price Override Reason for Quotes (K75) system control value to each detail line.
You must select a price override reason when you set an order line to No Charge or change the Order Line Price. Authority under the Price Overrides (A23) secured feature is required.
Price override reason codes are defined in and validated against the Price Override Reason Code table. You can create and work with price override reason codes using the Work with Additional Charge Codes (WADC) menu option. See Establishing Additional Charge Codes (WADC) in the Classic View online help.
Code: Numeric, 1 position.
Description: Alphanumeric, 30 positions.
The date when the pick slip for the item was printed.
Numeric, 8 positions (in user date format).
The total number of units for which a pick slip has been printed. This number is reduced if the pick slip is voided or when a 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 retail location where the inventory is already available (store pickup), the order line is flagged as backordered and has a printed quantity here that is equal to the ordered quantity. In this case, the order line is flagged as containing a drop ship item until the order line is fulfilled and the printed quantity is reduced.
Numeric, 5 positions.
A code identifying a promotion that you can apply to an order. You can set up promotion codes to:
• discount merchandise (percentage, prorated discount, or price override)
• apply a negative additional charge
• add free gifts
• discount freight
• discount additional freight
• override the ship via on an order
Alphanumeric, 7 positions.
The Provincial Services tax (PST) that applies to items shipping to Canada. If PST applies, the Tax includes this amount.
If the order or line is not subject to GST, the displayed amount is 0.00.
Numeric, 7 positions with a 2-place decimal; display-only.
The customer’s purchase order number.
For example, several departments within a company are requisitioning supplies. Each departmental manager creates a purchase order for these supplies, has it approved, and gives the purchase order to the office manager. The office manager places one order, with different ship-to addresses for each purchase order.
Each purchase order represents a ship-to customer on the system, because, although the sold-to customer is the company placing the order, the recipient of each order differs by department (and purchase order number).
The department manager may inquire into the status of his or her order by the purchase order number.
Note: The Purchase Order Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Alphanumeric, 15 positions.
The status of the order line associated with the item purchased by the customer.
Valid values are:
• Canceled = The item was canceled using a cancel reason that was not flagged to reduce demand.
• Closed = The item was shipped, or canceled with a cancel reason code flagged to reduce demand. This status can also indicate a return that was created by entering a negative quantity, rather than by processing a return against a shipped order line.
• Error = You received the order through the Order API, and there are one or more errors related to the item. In this case, the order is in a Suspended status until you fix the error(s).
• Express Bill = An express-bill order has been submitted to the Billing Async job, which has not yet processed the record.
• Held = The item, but not necessarily the order, was put on hold to prevent printing it on a pick slip.
• Open = The order line containing the item is open. An open line might be partially or fully backordered, or have had a partial shipment or cancellation take place.
• Sold-Out = The item was sold-out, either by a user in the system or automatically by the system.
The total merchandise value of the orders placed by the customer, including any backordered or sold-out items. This total does not reflect returns created through order entry.
Purchase Total Updates
• If the Update Demand for Order Maintenance Transactions (C72) system control value is selected, this field updates when you add a detail line(s) to an order in Order Maintenance. When you enter an exchange, the price of the exchange (replacement) item is added.
• If the Update Demand for Order Maintenance Transactions (C72) system control value is N, this field does not update when you add a detail line(s) to an order in Order Maintenance, including an exchange item.
Purchase Order Cancellations
This total reduces when you cancel an order only if you enter a cancel reason set to update demand; otherwise, the orders amount remains the same and the Cancels amount increases.
Numeric, 11 positions with a 2-place decimal.
The total number of units of the item that will be canceled. This total does not include any units that have been shipped, sold out, or previously canceled. Display-only.
Numeric, 5 positions.
The quantity of the item to return or exchange.
Numeric, 5 positions.
The contents of a quote form message.
For more information: See Customer Messages.
Alphanumeric, 60 positions.
The date and time when the quote form message was created or last updated.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The user ID of the person who created or last updated the quote form message.
Alphanumeric, 10 positions.
Yes indicates the order originated from a pre-order quote.
Quoting allows you to create a pre-order for a customer listing the items the customer wishes to order and the estimated order totals should the customer agree to place the order. The system does not reserve inventory or perform background async updates for the quote until it is converted to an order. Optionally, the system assigns an expiration date to a quote, indicating how long the estimated quote is valid before it expires.
Note: The Quote Origin field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
For more information: See Entering Pre-Order Quotes in the Classic View online help.
Controls whether the system recalculates freight for the item based on changes to its quantity or price.
• Selected = Recalculate shipping for the item based on changes to its quantity or price.
• Unselected = Do not recalculate shipping for the item based on changes to its quantity or price.
The setting of the Recalculate Shipping field defaults based on the setting of the Recalculate Freight Default (F62) system control value.
Note: The Recalculate Shipping field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Defines whether the customer receives future catalogs. Valid values are:
• Yes (selected) = Mail catalogs to the customer
• No (unselected) = Do not mail catalogs to the customer
The date you received the customer's returned merchandise into your warehouse for a return or exchange transaction. If you received on multiple dates, the most recent date displays.
Numeric, 8 positions (in user date format).
The total quantity of the returned items that you have received into your warehouse for a return or exchange transaction.
Numeric, 5 positions.
In most cases, additional detail is available under Order Activity or Order Line Activity.
References to items with SKU’s: Just the base item code is included in the recent activity description, the SKU information, if any, is not indicated. For example, if the order included PEN BLUE and PEN RED, and the PEN BLUE was canceled, the recent activity description might indicate Item Shipped: PEN (Ship-To: 1).
Customer Picked Up Order: Order Broker indicated that the customer has picked up the order from the store location.
Item Added: An item was added to the order, through an maintenance or exchange, or through a system process, such as Process Item Substitutions (PSUB) The base item code and the ship-to number are indicated.
Item Canceled: An order line was canceled with a cancel reason whose Reduce demand flag is unselected. The base item code and the ship-to number are indicated.
Item Discounted: A discount was applied to a shipped order line. The base item code and the ship-to number are indicated.
Item Exchanged: An exchange was processed. The base item code and the ship-to number are indicated.
Item Held: An item was placed on hold. The base item code and the ship-to number are indicated.
Item Partially Canceled: A partial quantity of an order line was canceled with a cancel reason code whose Reduce demand flag was unselected. The base item code and the ship-to number are indicated.
Item Partially Shipped: A partial quantity of an order line was shipped. The base item code and the ship-to number are indicated.
Item Released from Hold: An item was released from hold. The base item code and the ship-to number are indicated.
Item Returned: A return was processed. The base item code and the ship-to number are indicated.
Item Shipped: A shipment or credit billed. The base item code and the ship-to number are indicated.
Item Sold Out: An item sold out, either automatically during Billing, through the Sellout option in order entry or order maintenance, or automatically when the order line was created. The base item code and the ship-to number are indicated.
Item Unreserved: An item was unreserved through Work with Void/Reprint Picks, Interactive Reservation, or the PickIn message. This record is not created through the Void Pick Batch option. The base item code and the ship-to number are indicated.
Maintenance: The order was maintained. Multiple maintenance activities performed in a single session can be consolidated into a single entry here.
Order Canceled: Used when:
• The non-quote order was canceled before any items were shipped. This entry does not indicate whether the cancel reason used was flagged to update demand.
• A membership item on the order has been canceled. This does not necessarily mean that the entire order was canceled.
Order Level Hold: An order hold was applied through order maintenance or as a result of credit or fraud checking.
Order Line Message Added: An order line message was added. In this case, additional detail is available under the Order Line Messages Table rather than under Order Activity.
Order Message Added: An order message was added.
Order Released from Hold: The order was released from hold.
Pick Generated: A pick slip was generated. The same message is used for a drop ship pick slip or purchase order.
Pick Voided: A pick slip was voided through Work with Interactive Reservation or Reprinting and Voiding Pick Slips.
Problem Generating Pick: A problem occurred during generation of a pick slip. A stock allocation error occurred.
Quote Maintenance: The quote order was maintained.
R/A Maintenance: A return authorization was created, received, or credited through Working with Return Authorizations.
Refund Processed: A refund was processed or changed.
Store Accepted Order: Order Broker indicated that the fulfilling store location accepted the order or order line.
Store Picked Order: Order Broker indicated that the assigned fulfilling location picked the order or line.
Store Shipped Order: Order Broker indicated that the fulfilling location shipped the order or line.
Task Created/Resolved: A workflow task assignment was created or updated.
The customer receiving the merchandise on the order. An order can contain multiple recipients.
If you use the Order Broker integration, the recipient customer for a store pickup or ship-for-pickup order is the store code and store name of the store location where the customer will pickup the order.
Ship-To Last Name: Alphanumeric, 25 positions.
Ship-To First Name: Alphanumeric, 15 positions.
Company Name: Alphanumeric, 30 positions.
Store Code: Alphanumeric, 10 positions.
Store Name: Alphanumeric, 40 positions.
Indicates whether the system should refund the additional charges on the order.
Because an order's additional charges are billed out with the first shipment on the order and a return is always performed against an invoice, when you specify to refund additional charges, the customer may not receive the intended refund if you are performing the refund against a subsequent invoice.
The dollar amount to be refunded.
The tax amount included in the refund amount is based on the tax rate that was effective when the item was shipped.
A negative sign indicates a balance due from the customer.
Numeric, 11 positions with a 2-place decimal.
The contents of the refund check message.
For more information: See Customer Messages.
Alphanumeric, 60 positions.
The date and time when the refund check message was created or last updated.
Date: Numeric, 8 positions (in user date format).
Time: Numeric, 6 positions (HH:MM:SS format).
The user ID of the person who created or last updated the refund check message.
Alphanumeric, 10 positions.
The date the transaction that resulted in a refund occurred.
Numeric, 8 positions (in user date format).
Indicates whether to refund duty charges assessed on international shipments. The duty charges for an order are generally included in the Handling field, but you can review the duty charge for an individual item by selecting Change for the item in order entry or Maintenance, or Display for an item in standard Order Inquiry.
You can review the actual amount of duty that has been billed or refunded for an item on a particular invoice in standard Order Inquiry on the Invoice Detail Charges Screen. To display this screen, select Invoices to review invoices, select Display Details for an invoice to display details, then select Detail Charges for the invoice detail.
The date when the system will release a refund from hold.
Numeric, 8 positions (in user date format).
Indicates whether the refund is on manual hold.
A refund may be on hold because:
• The amount of the refund exceeds the maximum amount specified in the Work with Pay Types (WPAY) menu option.
• You placed the refund on hold through the Work with Refunds (WREF) menu option.
Valid values are:
• Yes = The refund is on manual hold.
• No = The refund is not on manual hold.
Controls whether the system will credit the customer for special handling charges assessed on the item being returned.
Indicates whether to refund the shipping charge for the return. If you select this field and the source code uses a header level freight method, the system refunds a proportionate amount of freight for the items being returned. Otherwise, if you select this field and the source code uses a line level or flat freight method, the system refunds the freight charge for the returned items on the order.
Note: Depending on the freight calculation method defined for the order, selecting the Refund Shipping flag does not necessarily mean that there will be a freight refund. For example, if the freight charges are $10.00 for any order totals over $75.00, and returning an item does not bring the order total below $75.00, then no freight is refunded.
The current status of the refund.
Valid values are:
• C = Cancelled
• H = Held
• I = ChannelAdvisor pending
• N = Cancel pending
• O = Open
• P = Processed
• T = Written off
• W = Writeoff pending
Represents a type of refund.
Valid values are:
• CC Credit = A credit adjustment is sent to the credit card authorization service.
• Check Credit = The customer receives a refund check.
• Gift Card Credit (SVC credit) = Customer receives a new gift card for the refund amount that can be used a payment towards a new purchase.
How Pay Type Determines Refund Type
The pay type that a customer uses on an order determines the type of refund received, depending on how you have defined the pay type.
Payment Category
When you create a pay type, you must assign it to one of five payment categories. Each payment category automatically produces a certain refund type, as follows.
• Payment category Cash/Check (1) produces Refund Type Check.
• Payment category Credit Card (2) produces Refund Type Credit Card Credit.
Alternate Refund Type
When you define an alternate refund type for a pay type, the system automatically generates refunds of the alternate refund type.
The system accepts only gift card or cash/check alternate refund types.
Alternate Refund Category
When you define an alternate refund category for a pay type, you give yourself the option of changing the refund to the type that corresponds to this category.
The system accepts only cash/check alternate refund categories. However, you can change any type of refund to a gift card credit.
Indicates whether to rent this customer's name to other companies. Defaults from the Default Rent Name (D11) system control value for a new customer.
• selected = Rent this name.
• unselected = Do not rent this name.
A code that identifies the item the customer is requesting in exchange for a return.
Alphanumeric, 12 positions.
The total of the exchange item to ship to the customer.
Numeric, 5 positions.
A unique ID number assigned by Order Broker to identify the order line or order:
• If you do not split orders, each individual brokered backorder item submitted to the Order Broker receives a unique request ID, and the Order Broker treats it as a separate order; otherwise, lines on an order create a single request ID in Order Broker when the system submits the lines to the Order Broker in the same request message.
• If the Create Separate Picks for Ship for Pickup Orders (L89) system control value is selected, Order Management System submits each order line to Order Broker as a separate order, and Order Broker assigns each its own request ID.
• Store pickup orders cannot be split.
The request ID is blank for requests whose status is:
• Z: Canceled
• C: Closed
• J: Rejected
• R: Ready
• W: Waiting
The field might also be blank for requests in E: Error status, depending on the nature of the error. For example, requests that the Order Broker did not receive and create successfully are not assigned request ID’s.
Note: Although the field in Order Management System is up to 25 positions, Order Broker does not support a request ID longer than 10 positions.
Numeric, 25 positions.
The date when the units of the item were reserved. This date remains blank for items flagged as a non-inventory item.
Numeric, 8 positions (in user date format).
The total number of units of the item reserved. This number is reduced when an item is canceled, confirmed, or unreserved using the Interactive Reservation (MIRV) menu option.
The system may reserve inventory from a single warehouse or over multiple warehouses, depending on whether a warehouse code is defined for the order line or order header and the values in the Ship Complete from 1 Warehouse (B16) system control value.
Influences on Reservation
Reservation occurs only if:
• The Immediate Reservation (A64) system control value is selected.
• The Use OROB for Fulfillment Assignment (M31) system control value is unselected.
• The order is not a future order -- the system- calculated date is less than or equal to today's date (see the Arrival Date field).
• The order is not a zone reservation order -- zone reservation is used for weather-sensitive items, which are not reserved until pick generation.
• Both the customer and customer class are not flagged for Bypass Reservation.
• The quantity ordered of the item is not greater than or equal to the SKU Reserve Quantity for the Item.
• The Reservation Freeze field for the Item/warehouse is not selected.
• Reservation can be performed against the warehouse, meaning the warehouse is flagged as Allocatable. However, if the Reserve from Non-Allocatable Warehouse (J25) system control value is selected, the system allows you to reserve against a non-allocatable warehouse.
• Inventory is available.
When the Item Cannot be Reserved
If no quantity is available of the item, the reserved quantity for the item detail line is zero. The system backorders the requested order quantity and updates the detail line with a backorder reason of No allocate and updates the backorder warehouse on the order detail line.
When the Item is Partially Reserved
If the entire quantity ordered is not available for the item, the quantity available is reserved and the quantity unavailable is backordered. The system updates the detail line with a backorder reason of Not enough avail in whse.
Using Interactive Reservation
If you use the Work with Interactive Reservation (MIRV) menu option, no inventory is reserved until you run the Interactive Reservation program to disperse inventory manually to preferred customers or customers who buy in high volume. Interactive Reservation can be used to reserve inventory for an item if the quantity ordered exceeds the Reserve Quantity Limit defined in the Item table.
Numeric, 5 positions.
The number the system assigns to a return authorization on an order, starting with 1. You can create a return authorization in Order Maintenance when you are expecting a customer to return an item, or through the Return Order Line or Return Ship To page.
Numeric, 3 positions.
The date the item was returned. This is the date when you first created the return authorization.
This field is blank for a return created by entering a negative quantity in order entry.
This field is updated when the return is received.
Invoice Return Date
The most recent date when the customer returned any quantity of the item billed on this invoice. This field displays only on a credit invoice.
Numeric, 8 positions (in user date format).
A code that identifies how a returned item will be handled by the system, in terms of whether the return updates inventory and the warehouse and location to which the item will be returned. You must enter a valid return disposition code when performing any type of return, such as a straight return, entering an exchange item, etc.
Return disposition codes are defined in and validated against the Return Disposition Values table; you can create and work with return dispositions using the Work with Return Disposition Values (WRDV) menu option.
Affect Inventory?
If the return disposition code affects inventory (meaning that the item will be returned into active inventory and update the on-hand quantity in the specified location), you must specify the warehouse and location where the item will be returned. If the disposition code is set up to affect inventory and return to the primary location, the system will check for the primary location for the item. If one is available, the system will return the item automatically to this warehouse location. If one is not available or if the disposition code is not set up to receive returns in the primary location, the system will receive the return in the warehouse and location defined for the return disposition; however, you can override these values to return the item to an alternate location. If the item/location does not exist, the system will create a record in the Item/Location table automatically.
Return to Primary Location?
The system checks for a primary location and warehouse in the Item table. If a location and warehouse is defined in the Item table, the system returns the item automatically to this warehouse location. If a location has not been defined in the Item table or if the return disposition value is not set up to receive returns to the primary location, the system receives the return in the warehouse and location defined for the return disposition value.
Return Disposition User Authority
You can set up authority to a specific return disposition value for a user or user class in the Work with Return Disposition Values (WRDV) menu option. Contact Center only displays return disposition codes that the user has authority to. See the Classic View online help for a discussion of setting return disposition authority through Work with Return Disposition Values and the Return Disposition Authority (A83) secured feature.
Code: Alphanumeric, 2 positions.
Description: Alphanumeric, 30 positions.
When you select Return while creating a misship or return, updates and edits to the Warehouse or a Warehouse Location vary depending on if the Return Disposition:
• Indicates not to update inventory: You do not specify a Warehouse or a Warehouse Location. No inventory transaction takes place when you create the misship or return.
• Indicates to update the primary location: The following rules apply when returning a specific item through the Return Order Line or the Create Misship page:
• The item’s primary location, if any, defaults.
• Change to update location other than primary? If the item does not have a primary location, you can change the return disposition value to one that is set to update a different location, such as a returns location. The warehouse and location code for the returns location then default. If the item exists in additional warehouses and warehouse locations, then they are also available for selection.
• Change to not update inventory? In order to change the return disposition to one that doesn’t update inventory, you might need to cancel out of this page and then return, specifying the return disposition before you select Return.
• Indicates to update a specified location, such as a returns location: The specified warehouse and location defaults. There does not need to be a record of the item in this warehouse and location.
Multiple primary locations? You may see this message when the item you are returning is already assigned a primary location and a different Warehouse Location is specified. Depending on the setting of the Allow Multiple Primary Item Locations (D12) SCV, you may see a warning, or may be prevented from returning the item to a location other than its primary location.
Returning an order ship-to: When you use the Return Ship To page to process a return against all shipped, unreturned units on the order, the warehouse and warehouse location available for selection are based on the return disposition value.
Returning a drop ship item: When you return a Drop Ship item, it might not have a primary location or have any existing warehouse location. If the item is actually returning to the vendor for the drop shipment, you should select a return disposition option that does not update inventory.
The total quantity of all items that you have authorized the customer to return on a return or exchange transaction.
Numeric, 5 positions.
The status of a return.
Valid values are:
• Created = The return has been created but not yet received.
• Received = The return has been received but not yet credited.
• Credited = The return has been credited.
Select this option at the Return Order Line page to process an exchange for an order line return. This option is not available for a retail pickup or delivery order, based on the order’s Broker Delivery Type.
Return Reason
Indicates the reason that the customer is returning an item.
Return reason codes are defined in and validated against the Return Reason table; you can create and work with return reason codes using the Work with Return Reason Codes (WRTR) menu option. See Establishing Return Reason Codes (WRTR) in the Classic View online help.
Exchange Reason
Indicates the reason that the customer is returning one item and ordering a replacement item.
Exchange reason codes are defined in and validated against the Exchange Reasons table; you can create and work with exchange reason codes using the Work with Exchange Reason Codes (WEXR) menu option. See Establishing Exchange Reason Codes (WEXR) in the Classic View online help.
Code: Numeric, 3 positions.
Description: Alphanumeric, 30 positions.
The total number of units of the item returned or exchanged. This field is updated when the return is received.
A returned quantity does not display for a return created by entering a negative quantity in order entry.
Invoice Returned Quantity
The quantity of the item billed on the invoice that the customer has returned.
Numeric, 5 positions.
The date, if any, sent by the vendor indicating when the merchandise will ship. If the vendor has not revised the Original expected ship date, the Revised expected ship date field is blank. If the vendor has revised the due date more than once, the most recent date sent is displayed here.
If the vendor revises the expected ship date, Order Management System adds a message to the Activity Table.
If the vendor subsequently removes the revised expected ship date from the PO line, Order Management System replaces the message entry.
Note: The revised expected ship date on a drop ship purchase order does not update the expected ship date on the order detail line. As a result, the expected ship date shown on the Display Order Detail Screen (Reviewing Order Line Detail) may differ from the revised expected ship date displayed in this field. The Expected ship date on the order detail line is updated by backorder card processing only. See Purchase Order Layering and Backorder Notifications.
Numeric, 8 positions, in user date format.
Payment routing number.
Numeric, 9 positions.
The sales representative name associated with the sales representative number defined in the Sales Representative Number field. This field does not display if a valid sales representative number is not defined in the Sales Representative Number field.
Alphanumeric, 30 positions.
The number assigned to the sales representative associated with the order.
Note: The Sales Representative Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Sales Representative Validation
Sales representatives are validated against the Salesman table. You can create and work with sales representatives in the Work with Sales Representative (WSLS) menu option. See Working with Sales Representatives (WSLS) in the Classic View online help.
Numeric, 7 positions.
The search radius used by the Item Availability (Merchandise Locator) window to research an item’s availability in locations where the customer might be able to pick up the item.
The setting of the Merchandise Locator Distance Measurement (I39) system control value (miles or kilometers) defines the unit of measurement for merchandise locator searches.
The search radius defaults from the Default Search Within Radius (I40) system control value, unless you changed the radius using the Edit Item Availability Search Criteria window.
Note:
• The search radius applies only to locations that use proximity rules. You might set up Order Broker so that proximity rules apply to stores only and not warehouses.
• Typically, a search for a delivery location can use a broader search radius than a search for a pickup location, which is generally within driving distance. To see if the item is available for delivery as opposed to pickup, you might search twice, specifying a different search radius when determining if the item is available for delivery.
Numeric, 5 positions.
Share Information with Other Companies
Defines whether to include the customer's name in lists you sell to other companies for their own catalog mailings. Valid values are:
• Yes (selected) = You can sell the customer's name to another company
• No (unselected) = Do not sell the customer's name to another company
The date when the carton containing one or more units of the item was shipped.
If the shipment has been confirmed delivered, Delivered displays to the right of the shipment date.
Numeric, 8 positions (in user date format).
Indicates whether all items on the order must ship together.
When an Order Must Be Shipped Complete
The system:
1. Reserves available inventory for the order (reserving a partial quantity for an item whenever possible).
2. Backorders the remaining inventory for the order; the item’s Reserved field is set to 0.
3. Reserves the remaining inventory as it is received on purchase orders; the system ensures that backordered items receive inventory before new orders.
4. Creates pre-generated picks for the order when all items are available; the warehouse can now pick and ship the order.
5. Holds any reserved items until all items can be fulfilled.
When an Order Does Not Have To Be Shipped Complete
The system:
1. Reserves available inventory for the order (reserving a partial quantity for an item whenever possible).
2. Creates pre-generated picks for qualifying items; the warehouse can pick and ship these items.
3. Backorders the remaining inventory for the order; the item’s Reserved field is set to 0.
4. Reserves the remaining inventory as it is received on purchase orders; the system ensures that backordered lines receive inventory before new orders.
5. Prints pick slips for the remaining items; the warehouse can now pick and ship these items; see Performing Pick Slip Generation.
The system repeats Steps 4-5 for each backordered item until the order has been completely shipped.
Valid values are:
• Yes = Order must ship complete; available items will be held until each item is available and the entire order can ship together.
• No = Items can be shipped as they become available, or backordered and shipped at a later date.
Defaults to Yes if you have the Default Ship Complete Flag (E09) system control value selected; otherwise, this field will default to unselected.
The most recent ship date for the item.
If the order line has more than one shipment date because of multiple shipments, the most recent shipment date is displayed. This situation may occur if there was a backordered quantity which you were later able to ship, or because the order line was for more than one unit but the item was flagged as ship alone, indicating that each unit of the item must ship separately.
Numeric, 8 positions (in user date format).
Use the ship-for-pickup integration with Order Broker to send the merchandise for an order to a designated store, where the customer can pick it up. The Order Broker integration facilitates communication between Order Management System and the designated store location, so the store receives notification that the order is in transit, and sends notification back to Order Management System after the merchandise is received and when the customer picks up the order.
See the Order Broker Integration in the Classic View online help for background.
The total number of units of the item that have been shipped.
A minus sign indicates a return created by entering a negative quantity in order entry.
Numeric, 5 positions.
A flat freight fee for the order ship to. This fee will be used as the shipping charge on the current order, regardless of any system-calculated freight charges.
If you change the freight override amount and a freight tax override amount exists, the system recalculates the Freight Tax Override amount on freight for the order ship to using the tax rate for the freight defined in the OST Freight Tax Rate field in the Order Ship To table.
Note: If a freight override exists, the system does not apply any additional freight, item charges, weight charges, or service charges to the order.
Numeric, 7 positions with a 2-place decimal.
The shipping amount to refund for an order ship-to or order line return. You can specify a shipping refund amount only if you select Refund Shipping and a freight override was applied to the order. This amount cannot exceed the Current Shipping Amount.
Numeric, 7 positions with a 2-place decimal.
The tax override amount on shipping (freight) for the order ship to. Used only if a shipping override amount is defined.
If defined, the system does not calculate tax on shipping.
Note:
• You can define a tax override amount on shipping only on orders received through the Generic Order Interface (Order API) using the freight_tax_amount attribute in the Inbound Order XML Message (CWORDERIN).
• If you change the Shipping override amount in order maintenance, the system uses the tax rate for the shipping defined in the OST Freight tax rate field in the Order Ship To table to recalculate the shipping tax override amount. The system does not update the shipping tax rate based on the updated shipping tax override amount.
The system stores the tax rate for the shipping in the OST Freight tax rate field in the Order Ship To table; the system uses the shipping tax rate during return and cancellation processing to determine the amount of tax on shipping that should be returned or deducted during cancellation.
Numeric, 7 positions with a 2-place decimal.
The tax rate for the shipping (freight) charges.
The system stores the shipping tax rate in the OST Freight tax rate field in the Order Ship To table; the system uses the shipping tax rate during return and cancellation processing to determine the amount of tax on shipping that should be returned or deducted during cancellation.
Numeric, 7 positions with a 2-place decimal.
The total shipping, or freight, charge for the order, order line, invoice, or payment.
Shipping charges are based on the freight method defined for the source code used on the order.
This amount does not include any additional shipping charges.
This field is blank if no shipping is charged.
Numeric, 7 positions with a 2-place decimal.
The sequential, numeric value the system assigns to each shipping address on an order.
Numeric, 3 positions.
Indicates the current state of the order ship-to. The ship-to order status is open (i.e., active) unless the status field is set to one of the following values:
• Held = An order is held when the system applies some type of hold on the order or a user places an order on hold by assigning a user-defined hold reason code.
• Open = An order that is not on hold, closed, canceled, or suspended.
• Closed = An order is closed when all the items on the order are shipped or canceled.
• Canceled = An order is canceled when you have canceled each item individually or the entire order.
• Quote = The order represents a pre-order quote that has not yet been converted to a standard order.
• Suspended = An order is suspended while it is being entered into the system. Note: You cannot review a suspended order line using the Order Summary page.
• Express Bill = The order has been submitted to the background job for billing, but processing is not yet complete.
• Error = The order line contains one or more errors.
The total value of the items on the ship-to order, excluding shipping charges, additional charges, service charges, tax (but including hidden tax), handling, and duty. The ship-to merchandise total does not include items that are canceled, soldout, or returned.
Numeric, 11 positions with a 2-place decimal.
The shipper who delivers the merchandise to your customer.
A ship via defined at the order line level takes precedence over the ship via defined for the order.
Ship vias are defined in and validated against the Ship Via table. You can create and work with ship vias in the Work with Ship Via Codes (WVIA) menu option. See Working with Ship Via Codes (WVIA) in the Classic View online help.
If the Ship via defined for the item is not the ship via on the order header, you need to specify a valid ship via when adding the item to the order, either through the Add Order Line option or through an exchange.
If you specify an express-bill ship via for an order, authorization for a credit or debit card is required before you can accept the order. If on-line authorization is not enabled, you need to authorize the card manually.
Ship Via Code: Numeric, 2 positions.
Ship Via Description: Alphanumeric, 30 positions.
Field assigned to the ship via that controls how the system allocates inventory to backorders or reserves inventory during Batch Reservation. Valid values range from 0 to 9, where:
• 0 = Lowest priority
• 9 = Highest priority
Numeric, 1 position.
A unique code used to identify the SKU of an item.
You can create and work with SKU’s using the Work with Items/SKU’s (MITM) menu option. See Creating and Working with Items in the Classic View online help.
Alphanumeric, three 4-position fields.
The description of the SKU of the item purchased by the customer. The description displayed is from the SKU description if the Display SKU Element in Place of SKU Element (F25) system control value is selected; otherwise, displays the SKU element.
The SKU description is stored in the SKU table. You can create and work with SKU’s using the Work with Items/SKU’s (MITM) menu option.
SKU Description: Alphanumeric, 40 positions.
A message notification box the system displays automatically when you perform an update in the system. For example:
The notification box disappears after a few seconds.
The number of units of the item that are sold-out.
Numeric, 5 positions.
A code that identifies a segment of your customer base or a rented list to whom you mail a catalog. The source code helps you to track the origin of the customer's order. The source code typically prints on the catalog mailing label (if your company includes this information when you print labels).
Source codes are stored in the Source Code table. You can create and work with source codes using the Work with Source Codes (WSRC) menu option. See Working with Source Codes (WSRC) in the Classic View online help.
Each order must include a valid source code during Order Entry, either one that the customer provides (a “known” source code from a catalog mailing) or a generic source code when you cannot trace the origin of the order from a specific catalog (an “unknown” source code).
The source code controls how shipping is calculated and items are priced, and whether the order is eligible for any discounts.
Note: The Source field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Header-Level and Line-Level Source Code
You can define a source code for an order at the order level and item level. A source code is assigned to an order line only if:
• The order entry operator entered a source code at the line level, or
• The Use Source Code from Order Header When Creating Order Lines (D73) system control value is selected, or
• The Load Source from Mailing History (D20) system control value is selected and the offer entered on the detail line is not associated with the source code on the order header, and the system found an associated source code in the customer's mail history.
The source code at the line level controls demand and sales information/posting for that item, whereas the source code on the order controls how items are priced and freight is calculated.
Defaulting a Source Code to an Order
• The source code may default from the Current source field or from mail history for the Sold To Customer depending on the settings of the Use Default Current Source Code (C46) and Load Source from Mailing History (D20) system control values.
• You can use the Source Code Auto Retrieval Value (H82) to automatically retrieve the correct source code based on the most recent mailing to the customer, or to default a source code if the actual code is unknown.
• If you enter a source code at the Select Customer Sold To For Order Screen, the system defaults this source code to the order.
• If the order header source code matches the source code in the Default Unknown Source Code (I58) system control value, the system updates the source code on the order header to the source code associated with the offer on the first order detail line.
• You can prompt on the Source field in interactive Order Entry to obtain a list of current source codes. Only source codes with a Y in the Display in O/E field in the Source Code table are listed.
Capturing the Source Code
The system writes the source code used by a new customer to the Original source field for the customer.
If the Update Original Source Code for Recipient Customers (F90) system control value is selected, the system writes the source code defined for the sold to customer to the Original source code field for a recipient customer.
The system may also update the source code to the Current source code field for a new or existing customer, depending on the setting of the Update of Current Source Code in Customer File (D08) system control value.
Source Code Bypass Credit Checking
If the Bypass credit check field for the source code is selected, the system does not perform credit checking for the order and writes a message to order transaction history indicating credit checking was bypassed.
Source Code and Entity History
The system captures entity-level history based on the source code on the order header if the Track Customer History at Entity Level (F89) system control value is selected.
Source Code: Alphanumeric, 9 positions.
Source Description: Alphanumeric, 30 positions.
The first date when the card is effective. The Require start date flag for the pay type controls whether the start date is required or optional. You might use a start date for a debit card to indicate the first date when the card is effective.
Numeric, 4 positions (MM/YY format).
The code for the state or province in which the customer receives mail or shipments.
Alphanumeric, 2 positions.
A code identifying the status of a group of records displayed at the Batch Job Statistics page.
The mailing address for the pickup store.
The store address consists of:
• City
• Country
The code and name identifying an external store location or warehouse.The store description is displayed in the Work with Order Broker (WOBR) menu option as the name of the store assigned to fulfill a brokered backorder, or the description of the warehouse assigned to fulfill a pickup or delivery order or that is shipping a ship-for-pickup order.
Code: Alphanumeric, 10 positions.
Name: Alphanumeric, 40 positions.
Use the store pickup integration with Order Broker to send orders to an external retail location where the merchandise is already available for pickup. Unlike a Ship-for-Pickup Order, a store pickup order does not require Order Management System to transfer the inventory to the store. The ship-to address on a store pickup order sent from Order Management System to Order Broker is the name and address of the originating store location.
See the Order Broker Integration in the Classic View online help for background.
The customer’s primary delivery address, including address lines 1, 2, 3, and 4.
Alphanumeric, 32 positions each.
The first line of the customer’s primary delivery address.
Alphanumeric, 32 positions.
Any additional lines of the customer’s primary delivery address.
Alphanumeric, 32 positions each.
The optional honorific following the customer’s name, such as Jr. or Esq.
Not all pages and windows display the customer’s suffix. Also, the suffix, is defined, is not displayed if:
• The customer’s name has not been defined; that is, the customer is identified by company name only.
• The name is displayed in last name, first name, middle initial format.
The suffix can include special characters.
Alphanumeric, 3 positions.
The total sales tax for the order, order line, invoice, or payment, based on the value of the merchandise and, optionally, shipping (freight) and personalization (special handling) charges.
The total in the Tax bucket on the order may not equal the totals for each item if, for example the order is subject to tax on handling and/or freight, or due to rounding up or down to the nearest penny.
If the order is subject to VAT, tax will generally be included in the item prices rather than in the Tax field.
This tax amount includes the GST and PST amounts, if any.
Numeric, 7 positions with a 2-place decimal.
This code determines whether the customer's purchases are taxed, and if so, how to calculate the tax. The tax code defaults to the tax status from the Sold To Customer record for an existing customer, and defaults to unselected for a new customer. When you enter the customer's name and address, the system changes to the tax code to Standard Tax if the customer is subject to tax.
Note: The system ignores the tax code if you use the Vertex interface to calculate tax.
The system uses these values to calculate tax on an order:
• Tax Included in Price (E70) system control value and other system control values
• Country table (Work with Countries (WCTY) menu option)
• SCF table (Work with SCF Codes (WSCF) menu option)
• Postal Code table (Work with Zip/City/State (Postal Code) Table (WZIP) menu option)
• Customer Sold To table and Customer Tax table (Work with Customer Tax Status)
• Item and SKU tables; Item Tax Exemption table and GST Tax Exemption Status table (Work with GST Tax Exemption Status (MGTX) and Work with Item Tax Exemptions (WITX) menu options)
• Additional Charge Code table (Work with Additional Charge Codes (WADC) menu option)
The information that the system gathers for tax calculation purposes includes tax rates, calculation methods for the Canadian GST and PST taxes, and whether to tax freight and/or handling.
You can set up a tax exemption as a default for a customer, or exemptions in particular states or provinces.
Valid values are:
• Standard Tax = Indicates that the customer is subject to all regular taxes. If the customer resides in Canada, the customer is subject to both GST and PST.
• Non Taxable = Indicates that the customer's purchases are not taxed.
• Resale = Indicates that the customer is a reseller. A reseller is a person or company who purchases goods to sell to someone else. A reseller tax identification number is required. The system will not calculate standard tax or VAT, if applicable, on the order.
• Exempt = Indicates that the customer is considered tax-exempt. A tax-exempt identification number is required. The system will not calculate standard tax or VAT, if applicable, on the order.
• GST Only (Goods and Services Tax) = Indicates that the customer is a Canadian customer who is subject to the Goods and Services tax (GST) on purchases only. GST is a federal tax. The GST Rate (A90) system control value defines the default GST rate; however, an override GST rate may exist for the postal code or SCF.
• PST Only (Provincial Services Tax) = Indicates that the customer is a Canadian customer who is subject to the Provincial Services tax (PST) on purchases only.
The customer’s tax identification code, typically a certificate number that identifies this customer as a reseller or tax-exempt customer who is not charged sales tax. A tax identification code is required if the Tax code is Resale or Exempt; otherwise, the code does not control taxability for the customer.
The Tax identification field in the customer record indicates the customer's tax identification code. This code defaults to the Tax Identification field in order entry for each new order placed by an existing customer. A new customer must provide a tax identification code during order entry to avoid paying sales tax.
If a customer has a VAT exemption number, the tax code will default to Exempt and the words VAT EXEMPT will default in the Tax Identification field for any order subject to VAT. You cannot override a VAT exemption and make the order taxable.
Alphanumeric, 30 positions.
The gross number of orders placed by this customer.
Total Order Updates
• If the Update Demand for Order Maintenance Transactions (C72) system control value is selected, this field increases when you add a detail line(s) to an order in order maintenance.
• If the Update Demand for Order Maintenance Transactions (C72) system control value is unselected, this field does not update when you add a detail line(s) to an order in Order Maintenance.
Cancellations and Total Orders
This total reduces when you cancel an order only if you enter a cancel reason set to update demand; otherwise, the orders quantity remains the same and the Cancels quantity total increases.
Return and Exchanges and Total Orders
The total does not increase when you enter a return through order entry or enter an exchange item on an order that is already open or held.
Numeric, 5 positions.
The shipping tracking number, as reported by the PC manifesting station or through the Generic Pick In API (Shipments, Voids, and Backorders), or through pick/pack verification. This number is stored in the Manifest Upload Audit table if you use PC manifesting to ship an order.
Tracking Number 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.
Supported ship via types: Live links to shipment tracking web pages for shippers are available if the ship via type is:
• UPS
• Federal Express
• Parcel Post (not Parcel Post Class 1, 2, 3, or 4)
If the ship via type is anything other than UPS, Federal Express, or Parcel Post, the tracking number is not a live link.
Alphanumeric, 30 positions.
The price the customer was charged for a single unit of the item, after applying all discounts and repricing.
Note: If the item was added to the order at no charge, such as a free gift or a component of a set, the Unit Price is zero.
Numeric, 7 positions with a 2-place decimal.
The quantity of an order line that has been shipped and not yet returned or exchanged.
Numeric, 7 positions.
Allows you to place an order line on hold.
• Selected = The order line is on user hold.
• Unselected = The order line is not on user hold.
Only open lines are eligible to be held. The item is not eligible for pick slip preparation until you release the line; if you generate a pick slip for the other items on the order, the pick slip lists this item as backordered.
You can also put order lines in held status automatically through a special handling format.
Alphanumeric.
The user-assigned reason why an order is on hold.
Hold reasons are defined in and validated against the Order Hold Reason table. You can create and work with hold reasons in the Work with Order Hold Reasons (WOHR) menu option. See Establishing Order Hold Reason Codes (WOHR) in the Classic View online help.
When you select this field at the Edit Order Information page all hold reasons, including those that the system assigns to orders, are available for selection.
Hold Reason Description: Alphanumeric, 30 positions.
Hold Reason Code: Alphanumeric, 2 positions.
A valid user ID as defined in the Users table. You can create and work with users in the Work with Users (WUSR) menu option. See the Administration guide for more information on defining users.
User Company Authority
The user record controls access to the companies available in Modern View. When you first advance from Classic View, the company that was currently selected in Classic View defaults.
If the user changed company while working in Modern View, the company change is not retained when the user returns to Classic View.
User Language and Date Format
The system looks at the Locale and Date Format defined for the user in the Users table and the Locale and Date Format defined for the company in the Company table to determine the language and date format to display in certain areas of the application. See Regional Settings in the Classic View help for more information.
Order User ID
The user ID assigned to an order represents the user ID of the person or process that created the order.
Alphanumeric, 10 positions.
The name of a valid user as defined in the Users table and validated in Oracle Identity Cloud Service (IDCS). See User Configuration in the Administration Guide for background.
Alphanumeric, 30 positions.
The user’s password.
See Oracle Identity Cloud Service (IDCS) Password Authentication in the Administration Guide for information on setting up a user through IDCS.
Alphanumeric, length defined by system administrator.
The number and name of the vendor assigned to fulfill the drop ship item.
Vendors are companies who supply you with merchandise or services. You can create and work with vendors in the Work with Vendors (WVEN) menu option. A record must be established on the system for every vendor from whom you purchase merchandise. See Working with Vendors (WVEN) in the Classic View online help.
Code: Numeric, 7 positions.
Name: Alphanumeric, 30 positions.
The primary response received from the service bureau.
Authorization Transaction
The code and description for Vendor response 1 from the Authorization History table.
Authorization Reversal Transaction
This field is blank for an authorization reversal transaction.
Deposit Transaction
The Response code from the CC Deposit History table.
Code: Alphanumeric, 10 positions.
Description: Alphanumeric, 40 positions.
The secondary response received from the service bureau.
Authorization Transaction
The code and description of the credit card security response (CID, CVV2, CVC2) for an authorization transaction.
If a card security value and card security presence were not provided for the credit card, this field is blank.
The card security response code is from the Vendor response 2 in the Authorization History table.
Authorization Reversal Transaction
This field is blank for an authorization reversal transaction.
Deposit Transaction
This field is blank for a deposit transaction.
Code: Alphanumeric, 10 positions.
Description: Alphanumeric, 40 positions.
The code and description of a warehouse used to fulfill an order or order line.
The warehouse code defined at the order level overrides all warehouse codes except those defined for an individual order line.
The warehouse code defined at the order line level overrides:
• The warehouse from the order header.
• The warehouse from a warehouse list.
• The warehouse defined for the item in the Item table.
Warehouse codes are defined in and validated against the Warehouse table. You can create and work with warehouses using the Work with Warehouses (WWHS) menu option. See Creating and Maintaining Warehouses (WWHS) in the Classic View online help.
Note: The Warehouse field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Warehouse Defaults
The system uses the following hierarchy to default a warehouse to the order header.
1. Default the Reserve warehouse defined for the shipping address on the order if it qualifies for van delivery.
• This is the Reserve warehouse defined for the permanent ship to customer on the order.
• If a permanent ship to customer does not exist on the order, this is the Reserve warehouse defined for the recipient sold to customer on the order.
• If a recipient sold to customer does not exist on the order, this is the Reserve warehouse defined for the sold to customer on the order.
2. If the shipping address on the order does not qualify for van delivery and the Reserve from Non-Allocatable Warehouse (J25) system control value is selected, default the non-allocatable warehouse defined for the order type on the order. Note: If you change the order type on the order, the system defaults the non-allocatable warehouse defined for the new order type. If a non-allocatable warehouse is not defined for the new order type, the system removes the warehouse from the order header.
3. 3. If the Reserve from Non-Allocatable Warehouse (J25) system control value is unselected or a non-allocatable warehouse is not defined for the order type on the order, leave the Warehouse field on the order header blank. Note: If you change the order type on the order, the system defaults the non-allocatable warehouse defined for the new order type. If a non-allocatable warehouse is not defined for the new order type, the system retains the warehouse default that currently exists on the order header.
Warehouse Reservation Hierarchy
The system uses the following hierarchy to determine the warehouse where an order will ship from.
1. Warehouse Defined on Order Line: If you have defined a warehouse code for an individual order line, the system reserves the item from this warehouse.
2. Warehouse Defined on Order Header: If you have defined a warehouse code on the order header, the system reserves the items on the order from this warehouse, unless a different warehouse is defined for an individual order line.
3. Warehouse List: If you have not entered a warehouse code for an individual order line or a warehouse code on the order header, the system will look for a warehouse list for the SCF of the order ship to address, if the Ship Complete from 1 Warehouse (B16) system control value is selected.
4. Item’s Primary Warehouse: If no reserve warehouse can be assigned based on individual order lines, a warehouse code entered on the order header, or a warehouse list, the system will reserve the item in the warehouse defined for the item in the Item table.
Updating the Warehouse Defined for the Order
If you update the warehouse defined on the order header, the system:
• Removes any existing inventory reservations for the order lines on the order.
• Attempts to reserve the items on the order in the new warehouse specified. If the item is not available in the warehouse specified, the system assigns this warehouse as the backorder warehouse for the unreserved quantity of the item on the order line.
Updating the Warehouse Defined for an Order Line
If you update the warehouse defined for an order line, the system:
• Removes any existing inventory reservations for the order line.
• Attempts to reserve the item on the order line in the new warehouse specified. If the item is not available in the warehouse specified, the system assigns this warehouse as the backorder warehouse for the unreserved quantity of the item on the order line.
Example: You add item A123 to an order for a quantity of 3 and it reserves against warehouse 1. You change the warehouse for the order line from warehouse 1 to warehouse 2. The system unreserves the quantity of 3 from warehouse 1 and reserves the quantity against warehouse 2. However, warehouse 2 can only reserve 2 units of the item; the remaining 1 unit is backordered against warehouse 2.
Van Delivery Reserve Warehouse
If a Reserve warehouse is defined for the shipping address on the order, the system defaults this warehouse code to the order header. If a Van route is also defined for the shipping address on the order, the system also defaults the ship via code defined in the Default Van Delivery Ship Via (L07) system control value to the order header, indicating the order qualifies for van delivery.
Note: If you remove the Reserve warehouse defined for the shipping address from the order header, you must also remove the Default Van Delivery Ship Via (L07) from the order header or an error message will display: Van delivery ship via not allowed.
Reserving Against a Non-Allocatable Warehouse
If the Reserve from Non-Allocatable Warehouse (J25) system control value is selected, the system allows you to reserve inventory against a non-allocatable warehouse. You can define a non-allocatable warehouse in the Reserve warehouse field for the order type; any orders entered for this order type default the non-allocatable warehouse to the Warehouse field on the order and reserves against the non-allocatable warehouse. If the item is not in stock, the system backorders the item against the non-allocatable warehouse.
Warehouse Code: Numeric, 3 positions.
Warehouse Name: Alphanumeric, 30 positions.
The quantity of the item available to sell in the warehouse. This quantity includes only reservable locations, not locations defined as defective or return to-vendor.
Item availability is calculated as follows:
On hand - Protected - Reserved - Reserve Transfer - Backordered = Quantity available
Numeric, 7 positions.
The quantity of the item/SKU in the warehouse that is currently on open orders but not available in the warehouse.
Numeric, 7 positions.
The location in the designated Warehouse where an item is returned. The warehouse location is required when a return, exchange, or misship return has a Return Disposition indicating to update inventory.
Alphanumeric, 7 positions.
Warehouse Open Purchase Orders
The quantity of the item due for receipt on open purchase orders in the designated warehouse.
This quantity increases when you enter a purchase order and decreases when you receive a purchase order.
If you receive purchase orders into suspense, the suspended quantity remains in this total until you place the suspended stock.
Numeric, 7 positions.
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