Location Bulk Updates

Purpose: Use the Location Bulk Updates wizard to set the Labor Cost for one or more locations within a system. You can select the locations to update based on:

         Location Type

         Country

         State or Province

         Region

         Rank

The Review step of the wizard indicates the total number of locations eligible for update. The eligible locations are not listed, and no report is produced when you submit the update, but the locations are updated automatically.

About Labor Cost: The Labor Cost for a location is used to shop an order for fulfillment or sourcing as part of the LocateItems Sequence and Splitting Examples (Standard Brokering) method when determining the cost to pick, pack, and ship an order.

How to display this screen: Select Location Bulk Updates from the Locations Menu.

Note:             Only users with Location Bulk Updates authority can display this screen. See the Role Wizard for more information.

In this topic: This topic includes the Location Bulk Updates steps:

         Specify Location Bulk Update Rule

         Define Conditions

         Then

         Review Rule

Specify Location Bulk Update Rule

Purpose: Use this first step in the Location Bulk Update wizard to specify the organization and system where the updates should take place. This step opens when you select Location Bulk Updates from the Locations Menu.

Fields at this screen

Field

Description

Organization

The organization where the bulk updates to the Labor Cost should take place. The organization associated with the Default Shipping System defined for your user profile defaults, but you can override it. Required.

System

The system where the bulk updates to the Labor Cost should take place. Only systems associated with the selected Organization are available for selection. Required.

Completing this step:

         Optionally, select a different Organization for the bulk location updates.

         Select the System where the updates should take place.

Click Next to continue to the Define Conditions step, or click Cancel to exit the Location Bulk Updates wizard without saving your entries.

Define Conditions

Purpose: Use this second step in the Location Bulk Updates wizard to specify the criteria to use when determining which locations to update.

Adding one or more: Select one or more values from the displayed fields and then select Add. The criteria are added to the Conditions area at the top of the screen. At least one criterion is required.

Examples:

         Select a Location Type and select Add, or

         Select a Country and State / Province and select Add, or

         Select a Location Type, Region, and Rank, and select Add

If you select multiple criteria, they are added automatically as And criteria, indicating that all selected criteria must be true for the location to be updated.

Adding additional criteria: 

         Select either:

         And, indicating that all the existing criteria plus the new criteria you are adding must be true for the location to be updated, or

         Or, indicating to update the location if either of the two sets of criteria are true

         Select one or more value from the displayed fields and select Add. The criteria are added to the Conditions area at the top of the screen.

Examples: 

         Location Type = POS And Region = 12: Only locations whose location type is POS and are in region 12 are eligible for update

         Location Type = POS Or Region = 12: Locations are eligible for update if their location type is POS or their region is 12

Removing a criterion: Highlight the criterion in the Conditions area at the top of the screen and select Delete.

Resetting criteria: To clear the currently selected fields, select Reset.

Completing this step: Select:

         Next to continue to the Then step.

         Previous to return to the Define Conditions step.

         Cancel to exit the Bulk Location Update wizard and discard your entries or changes.

Fields at this screen

Field

Description

And / Or

Select:

         And to have both the new criteria you add, and the existing criteria displayed in the Conditions area at the top of the screen, apply when selecting locations eligible for update

         Or to have either the new criteria you add, or the existing criteria displayed in the Conditions area at the top of the screen, apply when selecting locations eligible for update

These options are displayed only after you have added at least one set of criteria as conditions for update. In this case, one option is required.

At least one of the following criteria is required.

Location Type

The location type that is eligible for the update.

Country

The country where eligible locations are located.

State / Province

The state or province where eligible locations are located. You can select a state or province only if you first select a country that is configured in Order Broker to support states or provinces (typically the US and Canada).

Region

The region assigned to eligible locations. The region is a user-defined code. Case-insensitive; a region of New England is a match for a region of NEW ENGLAND.

Rank

The rank assigned to eligible locations. The rank is a user-defined code. Case-sensitive; a rank of ABC is not a match for a rank of abc.

Then

Purpose: Use this step to define the Labor Cost to apply to all eligible locations.

How to display: You advance to this step by clicking Next at the Define Conditions step.

About Labor Cost: The Labor Cost for a location is used to shop an order for fulfillment or sourcing as part of the LocateItems Sequence and Splitting Examples (Standard Brokering) method when determining the cost to pick, pack, and ship an order. Your entry can be up to 19 positions with a 4-position decimal. It can also be 0, but cannot be a negative number, and should not include a currency symbol.

Completing this step: Select:

         Next to continue to the Review Rule step.

         Previous to return to the Define Conditions step.

         Cancel to exit the Bulk Location Update wizard and discard your entries or changes.

Review Rule

Purpose: Use this step to review the Location Bulk Update criteria, the Labor Cost to apply, the number of locations to be updated, and to accept or reject your entries or changes.

How to display: You advance to this step by clicking Next at the Then step.

Information displayed here includes:

         the organization and system selected at the Specify Location Bulk Update Rule step

         the Records to Update, indicating the number of locations that meet the criteria defined at the Specify Location Bulk Update Rule step and the Define Conditions step. This number of locations will be updated with the Labor Cost specified at the Then step if you select Update. If there are no locations that meet the criteria, the number 0 is highlighted in red

         the conditions specified at the Define Conditions step

         the Labor Cost specified at the Then step

Completing this step: Select Update to accept the criteria and Labor Cost and update all eligible locations, or click Cancel to close the screen without submitting the update. You can also select Previous to return to the Then step.

 

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