search for orders

When you first advance to this screen, no orders are displayed and the organization associated with your Default Shipping System is selected by default. Use any combination of the fields at the top of the screen to restrict the search results.

view order details or update an order

Click the edit/display icon () to advance to the Order screen, where you can view order details and history or update an order if you have Order Maintenance authority.

Note:  If the Order screen is already open in another tab, you advance to that screen, where the previously-selected order is displayed.

Search fields

Organization

See organization. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default.

Request ID

A unique number to identify the order within Locate. Assigned by the Order Broker when it creates the order. Depending on your integration and the type of order, each individual order line might create a separate order in the Order Broker, or might be included with other lines from the originating order in the external system.

Note:  The numbers might not always be in sequential order.

Order Number

The number or code identifying the order in the originating system. From the order id passed in the submit order message. Can be up to 30 positions.

Originating Location

The location where the order originated; see originating location for a discussion. If you select an organization, the locations listed are restricted to that organization.

Fulfilling Location

See fulfilling location. If you select an organization, the locations listed are restricted to that organization.

Multiple locations? If an order includes lines assigned to multiple fulfilling locations, searching based on a fulfilling location produces a list of orders that include lines assigned to the specified location.

Date Ordered

The transaction date passed in the submit order message. Might not be the same as the date when the order was created.

Order Status

The order-level status, which can be different from the various line-level statuses if the Allow Split Order preference is selected. See Order and Line Statuses.

Order Type

Possible order types are:

•         Delivery = The order is shipped to the customer from the fulfilling location. See Delivery Order for a discussion.

•         Pickup = The customer goes to the fulfilling location, where the merchandise is already in stock, to pick up the order, See Pickup Order for a discussion.

•         Retail Pickup = The customer wants to pick up in the store location where she or he places the order, but since the merchandise is not available there, it must first be shipped to the store from a fulfilling location. See Retail Pickup Order for a discussion.

•         Ship To Store = The customer goes to the fulfilling location to pick up the order, after the merchandise is shipped to the store from the location that originated the order. This scenario is typical of an OMS-to-retail order. See Ship-to-Store Order for a discussion.

Company Name

The sold-to customer’s company name, if it was passed in the submit order message.

First Name

The sold-to customer’s first name, if it was passed in the submit order message.

Last Name

The sold-to customer’s last name, if it was passed in the submit order message.

Postal Code

The sold-to customer’s postal or zip code from the submit order message.

Result fields

Request ID

The screen sorts by Request ID.

Order Number

See Order Number.

Customer

The sold-to customer’s first and last name, followed by the customer’s company name. Based on the information passed in the submit order message for the customer.

Locations

The first line is the originating location, and the second line is the fulfilling location. The information varies depending on the type of order:

Delivery order:

•         Placed: the location originating the order request.

•         Shipment: the location to ship the order to the customer. The Order Broker selects the location to ship the order unless it is specified in the submit order message.

Pickup order:

•         Placed: the location originating the order request.

•         Pickup: the location where the customer wants to pick up the order. The inventory is already on-hand in this location.

Retail pickup order:

•         Placed / Pickup: the location originating the order request, and where the customer picks it up.

•         Sourced: the location that transfers the inventory to the originating location. The Order Broker selects the location to source the order unless it is specified in the submit order message.

Ship To Store order:

•         Sourced / placed: the location originating the order request, and which transfers the inventory to the fulfilling location. Typically, this is the call center or the web storefront.

•         Pickup: the location where the originating location is transferring the inventory and where the customer picks up the order.

Both the location code and name are displayed for each location.

Note:  An integrated system might use a different term for the originating or fulfilling location. For example, in CWSerenade the location where a ship-to-store order originates is designated as the fulfilling location, because it transfers the merchandise to the location where a customer will pick it up.

For more information: See The Order Broker for a discussion.

Organization

See organization.

Date Ordered

The transaction date passed in the submit order message. Might not be the same as the date when the order was created.

Order Status

See Order and Line Statuses.

Order Type

See Order Type.

Postal Code

The sold-to customer’s Postal Code or zip code.