Edit Order Broker Preference Override

Purpose: Use the Edit Order Broker Preference Override screen to review or update preference overrides that apply to an order type and originating system. In the case of a retail pickup or delivery order, the Routing Engine also uses the override only if the Express setting is consistent with the carrier on the order.

For more information: See the Order Broker Preference Overrides screen for a discussion.

Used for the Routing Engine module.

How to display this screen: Click the edit icon (edit_icon.png) for an override at the Order Broker Preference Overrides screen.

Note:             

•         Available if Use Routing Engine is selected at the Tenant screen.

•         Only users with Order Broker Preferences Overrides authority can display this screen. See the Role Wizard for more information.

•         If the Edit Order Broker Preference Override screen was already open in another tab when you clicked the edit icon, you advance to this screen with the previously-selected override displayed.

In this topic:

•         Updating override settings

•         Fields at this screen

Updating override settings

To set up an override from the default Preference settings:

•         Unselect the Inherit from Order Broker Preferences flag to make the remaining fields enterable.

•         Edit the preference settings. See About Order Broker Criteria at the Preferences screen for background.

•         Select Save when you are done.

Set back to inheriting defaults: To change the override to go back to the default preference settings, select the Inherit from Order Broker Preferences flag and select Save.

Fields at this screen

Field

Description

Informational fields:

Organization

The organization associated with the originating system. Display-only. The organization code and name are displayed, separated by a hyphen (-).

Originating System

The system originating the order or the product search request subject to the override. Display-only. The system code and description are displayed, separated by a hyphen (-).

Note:  

•         This is the system that originally submits the order; or, in the case of a locate items request message, this is the system submitting the request.

•         The Routing Engine always uses the override setting for the originating system when routing an order, even if the order has been rejected, and it is finding another fulfilling location (“reshopping” the order).

Order Type

The order type subject to the override. Display-only. Possible order types are:

•         Pickup: customer picks up the order at a specified location

•         Delivery: order ships directly to the customer

•         Retail Pickup: merchandise is transferred to the originating location, where the customer picks it up

The Routing Engine determines the order type for an override based on:

•         the order type specified in the submit order request for a new order

•         the order type assigned to an existing order retail pickup or delivery order that is rejected, so that the Routing Engine searches for another location

•         the fulfillment type specified for a a locate items request

Note:  There is no override option for ship-to-store orders, since the customer selects the location for order pickup, and there is no need for the merchandise to be available there.

Express Carrier

Indicates whether an order needs to use an express carrier to be subject to the override. Display-only. Possible settings are:

•         Y: 

•         Orders that specify an express carrier are subject to the override if they match the Order Type (retail pickup or delivery orders only)

•         If the Default Carrier specified at the Preferences screen has the express carrier selected and the order matches the Order Type, this carrier’s setting applies, so that retail pickup and delivery order requests that do not specify a carrier are subject to the override, as well as locate items requests with retail pickup or delivery transaction types

•         N: 

•         Orders that do not specify an express carrier are subject to the override if they match the Order Type (retail pickup or delivery orders)

•         If the Default Carrier specified at the Preferences screen does not have the express carrier selected and the order matches the Order Type, this carrier’s setting applies, so that retail pickup and delivery order requests that do not specify a carrier are subject to the override, as well as locate items requests with retail pickup or delivery transaction types

Note:  The Express Carrier flag is always set to N when the Order Type is Pickup.

Order Broker Preference Override

Inherit from Organization and Preferences

Possible settings:

•         Selected (default): the Order Broker settings specified at the Preferences screen apply to this originating system, order type, express carrier type combination, and the current settings are displayed below

•         Unselected: the override settings specified at this screen apply to this originating system, order type, and express carrier type combination

For more information: For a discussion on the following fields, see About Order Broker Criteria in the Preferences help topic.

Proximity

See Proximity.

On Hand Count

See On Hand Count.

Location Priority

See Location Priority.

Last Order Assigned

See Last Order Assigned.

Sales Velocity Rank

See Sales Velocity Rank.

 

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