7 Foundation Data

 In Foundation Data page you can manage foundation related data. You can access the page from the Ask Oracle navigation menu, by selecting Foundation Data. The Foundation Data page appears.

Figure 7-1 Foundation Data

You can perform the following actions:

• Manage Locations

• Configure Package Dimensions

• Configure Reason Codes

Manage Locations

In the Manage Locations page you can perform the following actions:

• Search for a location(s)

• Add Location

• View Location

• Edit Location

• Delete Location

On the Foundation Data page, select Setup. The Locations page appears.

The Search field allows you to enter multiple search criteria which filters the results based on matches in the results list.

Note:

Click the column headings to sort the table by column in ascending or descending order. If the results cover more than one page, click Next > to display the next page of records.

Figure 7-2 Locations Page

The results list contains the following information and options.

• Location Description

• Location Code

• Location Address

• Operating Hours

• Actions Menu — Displayed as an ellipsis, the Actions Menu allows you to view, edit or delete the selected location.

Add Location

This section describes how to add a location for deliveries.

1. On the Locations page, select Add Location. The Add Location page appears.

   Figure 7-3 Add Location

   
   
   

2. Complete the following fields.

   Table 7-1 Location Information

   Field	Description
   Location Description	Enter a description of the location to easily identify it. This is a required field. It is recommended to include both the business name and the location name as the description. This will be used when creating Package Labels, so including the business name will be helpful to the courier.
   Location Code	Enter a unique code associated to the location that is shared across the business systems. This must be unique for the courier provider.
   Location Type	Enter a type or category to classify the location.
   Operating Hours	Enter the operating hours of the location.
   Delivery Instructions	If necessary, enter delivery instructions for the location.
   Time Zone	Select a time zone for your location from the list. This is a required field.

   Table 7-2 Address

   Field	Description
   Address Finder	Enter the first line of the address.
   Country	Select a country for your location from the list. This is a required field.
   Street Address Line 1	Enter the address for the location. Street Address Line 1 is a required field.
   Add Street Address Lines	Select the Add Street Address Lines link, if you need more than one Street Address Line. You can enter up to four Street Address Lines.
   Apartment or Suite	Optional
   City	Enter the city of the location. This is a required field.
   State	Select or search for a state for the location. This is a required field.
   Postal Code	Enter the postal code for the location. This is a required field.
   Address Type	Select the Address Type from the list. Available options are Business (default value), Residential or No Distinction. This is a required field.

   Table 7-3 Contact Information

   Field	Description
   First Name	Enter the contact’s first name for the location. This is a required field.
   Last Name	Enter the contact’s last name for the location. This is a required field.
   Phone Number	This is a required field.
   Email Address	Optional

3. Then select one of the following options.

   • Click Close to reject the entries and close the window.

   • Click Save to add the new location to the location list.

View Location

This section describes how to view a location.

1. Select a row in the location list. Then select the View option in the Actions Menu, displayed as an ellipsis. The View Location page appears.

   Figure 7-4 View Location

   
   
   

2. Click Close to close the window.

Edit Location

This section describes how to edit a location.

1. Select a row in the location list. Then select the Edit option in the Actions Menu, displayed as an ellipsis. The Edit Location page appears.

   Figure 7-5 Edit Location

   
   
   
2. Edit the fields as required.

   Note:

   You cannot edit the Location Code field.

   Note:

   Edits made to a location may require updates in the Courier Provider's system before they take effect. Confirm with your provider.

3. Then select one of the following options.

   • Click Close to reject the entries and close the window.

   • Click Save to update the current location.

Delete Location

To delete a location:

1. Select a row in the location list. Then select the Delete option in the Actions Menu. You are prompted, if you want to delete the location.

   • Click Yes to delete the current location and close the window.

   • Click No to keep the location and close the window.

Configure Package Dimensions

In the Configure Package Dimensions page you can perform the following actions:

• Search for a package dimension(s)

• Add Package Dimension

• View Package Dimension

• Edit Package Dimension

• Delete Package Dimension

On the Foundation Data page, select Setup. The Package Dimensions page appears.

The Search field allows you to enter multiple search criteria which filters the results based on matches in the results list.

Note:

Click the column headings to sort the table by column in ascending or descending order. If the results cover more than one page, click Next > to display the next page of records.

Figure 7-6 Package Dimensions Page

The results list contains the following information and options.

• Package Dimension Code

• Length

  Note:

  You can switch between the imperial and the metric system by selecting the Imperial or Metric button above the table.

• Width

• Height

• Weight

• Package Description

• Locale(s) Configured

  Note:

  You can select a locale from the list to see the associated package description, if configured.

• Actions Menu — Displayed as an ellipsis, the Actions Menu allows you to view, edit or delete the selected package dimension.

Add Package Dimension

This section describes how to add a package dimension for deliveries.

1. On the Package Dimensions page, select Add Package Dimension. The Add Package Dimension page appears.

   Figure 7-7 Add Package Dimension

   
   
   
2. Complete the following fields.

   Table 7-4 Package Dimension Code

   Field	Description
   Package Dimension Code	Enter a package Dimension code. The code must be unique. This is a required field.

   Table 7-5 Package Size

   Field	Description
   Imperial Metric button	You can switch between the imperial and the metric system by selecting the Imperial or Metric button. This is a required field. The Length, Width, Height are in centimeters when Metric toggle is selected and will be changed to Inches for Imperial. The Weight is in Kilograms for Metric and Pounds in Imperial.
   Length	Enter the length of the package.
   Height	Enter the Height of the package.
   Width	Enter the Width of the package.
   Weight	Enter the Weight of the package.

   Table 7-6 Package Descriptions

   Field	Description
   Package Description	You can add a new Package Description in this section: Select a Locale from the list in the language of the locale selected. Enter a description in the language of the locale selected. Select Add Description. The new description is displayed in the Configured Descriptions section.
   Configured Descriptions	If you want to update an existing description, use the Update icon next to the configured description. Update your entries in the Package Descriptions section and select Update Description. If you want to delete an existing description, use the Delete icon next to the configured description. You are prompted if you want to delete the description.

3. Then select one of the following options.

   • Click Close to reject the entries and close the window.

   • Click Save to add the new package dimension to the package dimension table.

View Package Dimension

This section describes how to view a package dimension.

1. Select a row in the package dimension table. Then select the View option in the Actions Menu, displayed as an ellipsis. The View Package Dimension page appears.

   Figure 7-8 View Package Dimension

   

   Note:

   You can switch between the imperial and the metric system by selecting the Imperial or Metric button.

2. Click Close to close the window.

Edit Package Dimension

This section describes how to edit a location.

1. Select a row in the package dimension list. Then select the Edit option in the Actions Menu, displayed as an ellipsis. The Edit Package Dimension page appears.

   Figure 7-9 Edit Package Dimension

   
2. Edit the fields as required.

   Note:

   For more information about the fields and sections of the Edit Package Dimension Page, see the Add Package Dimension section.

3. Then select one of the following options.

   • Click Close to reject the entries and close the window.

   • Click Save to update the current package dimension.

Delete Package Dimension

To delete a package dimension:

Note:

If you delete a package dimension code, all descriptions configured for this code are deleted, not just the one displayed on the main list page.

1. Select a row in the package dimension list. Then select the Delete option in the Actions Menu. You are prompted, if you want to delete the package dimension.

   • Click Yes to delete the current package dimension and close the window.

   • Click No to keep the package dimension and close the window.

Configure Reason Codes

In the Configure Reason Codes page you can perform the following actions:

• Search for a reason code(s)

• Add Reason Code

• View Reason Code

• Edit Reason Code

• Delete Reason Code

On the Foundation Data page, select Setup. The Reason Codes page appears.

The Search field allows you to enter multiple search criteria which filters the results based on matches in the results list.

Note:

Click the column headings to sort the table by column in ascending or descending order. If the results cover more than one page, click Next > to display the next page of records.

Figure 7-10 Reason Codes Page

The results list contains the following information and options.

• Reason Type

• Reason Code

• Reason Description

• Locale(s) Configured

  Note:

  You can select a locale from the list to see the associated package description, if configured.

• Actions Menu — Displayed as an ellipsis, the Actions Menu allows you to view, edit or delete the selected reason code.

Add Reason Code

This section describes how to add a reason code for deliveries.

1. On the Reason Code page, select Add Reason Code. The Add Reason Code page appears.

   Figure 7-11 Add Reason Code

   

2. Complete the following fields.

   Table 7-7 Reason Type

   Field Sections	Description
   Reason Type	Select a reason type from the list This is a required field.

   Table 7-8 Reason Code

   Field Sections	Description
   Reason Code	Enter the Reason Code. The code must be unique for the reason type. This is a required field.

   Table 7-9 Reason Code Descriptions

   Field Sections	Description
   Reason Description	You can add a new Reason Code Description in this section: Select a Locale from the list. Enter a description in the language of the locale selected. Select Add Description. The new description is displayed in the Configured Descriptions section.
   Configured Descriptions	If you want to update an existing description, use the Update icon next to the configured description. Update your entries in the Reason Code Descriptions section and select Update Description. If you want to delete an existing description, use the Delete icon next to the configured description. Your are prompted if you want to delete the description.

3. Then select one of the following options.

   • Click Close to reject the entries and close the window.

   • Click Save to add the new package dimension to the reason code list.

View Reason Code

This section describes how to view a reason code.

1. Select a row in the reason code list. Then select the View option in the Actions Menu, displayed as an ellipsis. The View Reason Code page appears.

   Figure 7-12 View Reason Code

   

2. Click Close to close the window.

Edit Reason Code

This section describes how to edit a reason code.

1. Select a row in the reason code list. Then select the Edit option in the Actions Menu, displayed as an ellipsis. The Edit Reason Code page appears.

   Figure 7-13 Edit Reason Code

   
2. Edit the fields as required.

   Note:

   For more information about the fields and sections of the Edit Reason Code Page, see the Add Reason Code section.

3. Then select one of the following options.

   • Click Close to reject the entries and close the window.

   • Click Save to update the current package dimension.

Delete Reason Code

To delete a reason code:

Note:

If you delete a reason code, all descriptions configured for this code are deleted, not just the one displayed on the main list page.

1. Select a row in the reason code list. Then select the Delete option in the Actions Menu. You are prompted, if you want to delete the reason code.

   • Click Yes to delete the current reason code and close the window.

   • Click No to keep the reason code and close the window.