Modern View Overview

6 Modern View Overview

Order Orchestration Modern View provides select screens for maintaining foundation data . The screens available in Modern View enable you to create, review, update, or delete brands, carriers, boxes, and reason codes. The options available in Modern View differ somewhat from the options you use in Classic View.

Advancing to Modern View

Advancing to Modern View: The Modern View option, enabling you to advance to Modern View, is available to the right of the Documentation drop-down at the top of the Classic View screen.

Illustrates the Modern View link at the far right of the drop-down menu options.

If you have any Classic View screens open when you select this option, a message indicates that any unsaved changes will be lost. The Modern View home screen opens.

Illustrates the Modern View home screen.

Language: When you advance to Modern View, the current language applies. The language is determined by the code appended to the URL; for example, a suffix of it_IT indicates to use Italian. If you switch to a different language while in Modern View by changing the suffix to the URL, the newly selected language for your current session is retained when you return to Classic View. See What are the supported languages? in the Frequently Asked Questions for a list of supported languages.

If Modern View does not display available options correctly: Users might not be able to see the Modern View options if they are not assigned the OBCS_User role or the OBCS_Admin role. See the Administration Guide for more information.

Application data screens available in Modern View: The screens available in Modern View rather than Classic View to work with application data are:

Although these options may be displayed in the Classic View home page and in the drop-down menus, an error message is displayed if you attempt to select any of them.

As in Classic View, authority to each of these options is required through the Roles screen. If the user does not have authority to an option, the Modern View home page does not display it.

Additional ways to update application data: In addition to using the screens listed above to work with foundation data, you can also use the application data web services. See Application Data Services in the Web Services Guide on My Oracle Support (2953017.1) for more information.

Default organization: The organization indicated at the top of the screen is the one specified as your default at the Organizations tab from the Users screen.

Menu and Tasks

Menu: In addition to selecting an option from the Modern View home screen, you can also expand the menu by expanding the icon in the upper left, and then use the menu options to advance to a specific option.

Select the Tasks icon (displayed below the word “Menu” in the above illustration) to expand the Tasks menu as illustrated above.

You can advance to a menu option by searching for it, or by selecting it from the Foundation Data menu. You can also return to the home screen from another screen by selecting Home.

Standard Options for Working with Foundation Data

At each of the above-listed screens, a standard set of options is displayed. Note that the availability of options will vary depending on the type of data, existing records, and whether a particular record is selected.
Illustrates the standard Actions bar.

Each option is available by selecting it from the Actions pull-down menu, or by clicking the related icon, as displayed above.

Standard options: The options available from the Actions menu as well as by clicking the related icon are:

Add a new record ()
Edit a record ()
View a record ()
Delete a record ()

Filter records: You can filter the displayed records through a full or partial entry in one of the Filter fields above the displayed records. When you tab out of the filter field, the displayed list of records is restricted to those that match your entry. Optionally, select Clear Filters to remove the filters and display all records for the organization.

Refresh displayed records: You can use the refresh option () to update the displayed records.

Online Help

Screen-specific help: For each of the above screens, a screen-specific help option is available by clicking the help icon in the right of the screen title bar. The help panel slides open to the right.

Illustrates the help icon to the far right of the Order Reason Codes screen title.

The help topic then opens in a panel to the right of screen.

Illustrates the help panel open to the right.

You can close the help panel by selecting the X.

Entire help set: The entire Order Orchestration help contents, including both Modern View and Classic View screens and overviews, are available in two ways:

By clicking the help icon in the upper right corner of the screen, next to your user name.
Clicking the Help icon at the bottom of a screen-specific help topic () opens the entire help set with the current help topic displayed.

Additional documentation, including links to the Store Connect help, the Vendor Portal help, and the Web Services Guide on My Oracle Support (2953017.1), are available from Classic View.

Additional Navigation Options

Multiple organizations? If you have multiple organizations defined in Order Orchestration, the information displayed and updated in Modern View is from your Default Organization, as defined through the Organizations tab from the Users screen.

Changing the organization: If you have authority to more than one organization, you can change the current organization by clicking the organization description, displayed to the right of the Oracle logo and below Order Orchestration Cloud Service in the title bar, and then selecting an organization from the list. Only organizations that you have access to, based on the list at the Organizations tab from the Users screen, are available for selection. Any options that are open close automatically when you change organizations.
Illustrates the selected organization list in the title bar.

Returning to Classic View: From Modern View, select the Classic View option, available by selecting the down arrow next to your user name, as illustrated above. Again, a message indicates that any unsaved changes will be lost if you have any screens open in Modern View.

About Order Orchestration Cloud Service: Select this option below the help icon in the upper right corner of the screen, next to your user name, to switch to the About Order Orchestration Cloud Service page. This page displays the:

Version: The current version of Order Orchestration, including the release number and hot fix number, for example: 22.2.301.2, where 22.2.301 is the release number and 2 is the hot fix number.
Application Level: The current build number applied to the Order Orchestration server for Modern View, including the release number, hot fix number, build number, and date stamp, for example: 22.2.301.1–2022-07-02-12-13-14-PM, where 22.2.301 is the release number, 1 is the hot fix number, and the date and time are July 2, 2022 at 12:13:14.
Service Level: The current version of the Order Orchestration services, including the release number and build date stamp, for example: 22.2.301.1-20220627121314, where 22.2.301 is the release number, 1 is the hot fix number, and the date and time are June 27, 2022 at 12:13:14.

You can select Done at the lower right or the X at the upper right to return to the previous screen.

Attribute Definitions

Purpose: Use the Attribute Definitions screen to review or work with attributes that you can create and apply to products and locations to control order routing.

Used for the Routing Engine module.

For more information: See Using Attribute Rules for Delivery and Pickup Orders and Using Attribute Rules for Ship-for-Pickup Orders for background.

Assigning attributes to locations or products: Use the New Location Attribute and New Product Attribute screens in Classic View to assign attributes.

Reviewing location and product attribute assignments: You can use a web service to retrieve a list of location and product attribute assignments. See the Web Services Guide on My Oracle Support (2953017.1).

How to display this screen: Select Attribute Definitions from the Modern View home screen. See the Modern View Overview for background.

Note:

Available if Use Routing Engine is selected at the Tenant screen. Only users with Attribute Definitions authority can display this screen. See Roles for more information.

Options at this screen

Option	Procedure
create a new attribute definition	Select Add from the Actions menu or select the Add icon () to open the Add Attribute Definition window. Complete each field. All fields are required. Enter the description of the attribute in the Attribute Description field. The name can include letters, numbers, spaces, and special characters. Enter the attribute code in the Attribute Code field. The attribute code can be 1 to 40 positions long, can include letters, numbers, spaces, and special characters, but all letters are set to upper case. Also, the code must be unique within the organization; however, other organizations can have the same code. Select the Attribute Type from the drop-down box, indicating how to use the attribute for filtering orders. Select the Ship for Pickup Match Type from the drop-down box, indicating whether the attribute applies to the location if it is the Originating, Pickup, or Sourcing location for an order. Select the Data Type indicating the type of data that can be defined through the attribute. Note that if you select a Data Type of list, you can delete list items while creating the attribute definition. Select OK or press enter to create the attribute definition, or select Save and Add Another to continue creating attribute definitions.
search for attribute definitions	The existing attribute definitions for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching attribute definitions: Optionally, enter a full or partial description in the Attribute Description field. When you tab through this field, the displayed attribute definitions are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `prod`, the attribute definitions with descriptions starting with Product or Product and Location are displayed. Optionally, enter a full or partial code in the Attribute Code field. When you tab through this field, the displayed attribute definitions are limited to those whose codes start with your entry, but that don’t need to match completely. Optionally, select an Attribute Type to display attribute definitions of the same type. Optionally, select a Data Type to display attribute definitions of the same type. Optionally, select an Allow Multiple setting of Yes or No to display attribute definitions that match your selection. Sort displayed attribute definitions: You can also sort the displayed attribute definitions by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an attribute definition	Highlight a displayed attribute definition. Select Edit from the Actions menu or click the Edit icon () to open the Edit Attribute Definition window. You can edit the Attribute Description or Ship for Pickup Match Type You can also add or remove list items for a List attribute, and you can change the setting of the Allow Multiple flag for a Text or Number attribute. See Fields at the Add, Edit, and View Attribute Definitions Windows, below, for details on fields. Select OK or press enter to save your changes.
view an attribute definition	Highlight a displayed attribute definition. Select View from the Actions menu or click the View icon () to open the View Attribute Definition window. See Fields at the Add, Edit, and View Attribute Definitions Windows, below, for details on fields.
delete an attribute definition	Highlight a displayed attribute definition. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the attribute definition.

Fields at the Attribute Definitions screen

Field	Description
Attribute Description	The description of the attribute. Can be up to 100 positions. Optionally, enter a full or partial description to display attribute definitions whose descriptions match or start with your entry.
Attribute Code	The Code identifying an attribute you can apply to locations, products, or both. Attribute codes can be 1 to 40 positions in length and must be unique within the organization. The code can include special characters, but cannot include any spaces. Any lowercase letters entered are automatically converted to uppercase. Optionally, enter a full or partial code to display attribute definitions whose codes match or start with your entry.
Attribute Type	Location: The attribute can be applied to locations to filter eligible locations when routing orders. For example, if an order originates in a location associated with a particular brand, the eligible sourcing or pickup locations can be restricted to that brand. Product: The attribute can be applied to products. Not used in routing orders. Location and Product: The attribute can be applied to products and locations to filter eligible locations when routing orders. For example, if a product requires engraving, the eligible sourcing and pickup locations can be restricted to those that support engraving. Optionally, select an attribute type to display matching attribute definitions.
Data Type	Indicates the type of data that can be defined through the attribute. Available data types are: Boolean: Indicates whether a condition is true for the product or location; for example, use a Boolean attribute to identify each location that supports oversized items. List: Used to define a list of valid values that can be assigned to a product or location; for example, this might be a list of brands. Each value can be up to 50 positions. Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs. Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions. Optionally, select a data type to display matching attribute definitions.
Allow Multiple	Set to Yes if multiple values for the attribute can be assigned to the same product or location; otherwise, set to No. Boolean attributes do not support allowing multiples. Also, multiple attribute values cannot be applied to a location when the attribute’s Location Use for the location is set to Originating Location. Optionally, select Yes or No to display matching attribute definitions.

Fields at the Add, Edit, and View Attribute Definition Windows

All fields are display-only at the View Attribute Definition window.

Field	Description
Attribute Description	The description of the attribute. Can be up to 100 positions. Truncated if it exceeds the allotted space. Required at the Add or Edit Attribute Definition window.
Attribute Code	The Code identifying an attribute you can apply to locations, products, or both. Attribute codes can be 1 to 40 positions in length and must be unique within the organization. The code can include special characters, but cannot include any spaces. Any lowercase letters entered are automatically converted to uppercase. Required at the Add Attribute Definition window; otherwise, display-only.
Last Updated	Indicates the last date and time, if any, when the attribute definition was updated. The date and time format are based on the locale defined for the organization. Note that this field displays a date and time after you select OK at the Edit Attribute Definition window only if you actually made a change to the definition. Displayed only at the Edit and View Attribute Definition windows. Display-only.
In Use	Yes indicates that the attribute is currently assigned to a product and/or a location; otherwise, set to No. If the attribute is in use, it cannot be deleted. Also, if the attribute is a list type and is in use, you cannot delete any list values, although you can add list values. Displayed only at the Edit and View Attribute Definition windows. Display-only.
Attribute Type	Location: The attribute can be applied to locations to filter eligible locations when routing orders. For example, if an order originates in a location associated with a particular brand, the eligible sourcing or pickup locations can be restricted to that brand. Product: The attribute can be applied to products. Not used in routing orders. Location and Product: The attribute can be applied to products and locations to filter eligible locations when routing orders. For example, if a product requires engraving, the eligible sourcing and pickup locations can be restricted to those that support engraving. Required at the Add Attribute Definition window; otherwise, display-only.
Ship For Pickup Match Type	Indicates whether to filter a location based on its role in fulfilling a ship-for-pickup order: Sourcing: Locations must match the attribute in order to qualify to source the order. For example, if a product requires engraving, the sourcing location must support engraving, based on a matching location attribute with a Location Use of Sourcing. Pickup: Locations must match the attribute in order to qualify as pickup locations for the order. For example, if the order was submitted under a particular brand, the pickup location must support that brand, based on a matching location attribute with a Location Use of Pickup. Sourcing and Pickup: Both the sourcing and the pickup location for an order must match the attribute. For example, if a product is flagged as oversized, both the sourcing and the pickup location must support oversized products, based on both a matching location attribute with a Location Use of Sourcing and a matching location attribute with a Location Use of Pickup. Note: This setting does not control routing of delivery or pickup orders. Required at the Add or Edit Attribute Definition window.
Data Type	Indicates the type of data that can be defined through the attribute. Available data types are: Boolean: Indicates whether a condition is true for the product or location; for example, use a Boolean attribute to identify each location that supports oversized items. List: Used to define a list of valid values that can be assigned to a product or location; for example, this might be a list of brands. Each value can be up to 50 positions. Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs. Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions. Required at the Add Attribute Definition window; otherwise, display-only.
Value	Use this field to enter each supported value that can be applied for a list attribute. For example, if the attribute is for brand, the values might be the name of each supported brand. Each value can be up to 50 positions. At least one value is required for a list attribute. If this is a Boolean, Number, or Text attribute, this field is not displayed. Click Add Value after entering each new value. The new value is displayed below. Duplicates? If you enter the same value more than once, no error is displayed; however, the duplicate is not added. Values are case-insensitive. For example, if you add a value of ABC123 and then try to enter a value of abc123, it is treated like a duplicate and not added, although no error is displayed. Existing values are listed below this field. Optionally, you can delete a value at the Add or Edit Attribute Definition window by selecting the delete (trash can) icon ); however, you cannot delete any values if the attribute definition is currently In Use.
Allow Multiple	Selected if multiple values for the attribute can be assigned to the same product or location; otherwise, unselected. Not displayed for a boolean attribute. Note that multiple attribute values cannot be applied to a location when the attribute’s Attribute Type for the location is set to Originating Location. Optional at the Add or Edit Attribute Definition window.

Boxes

Purpose: Use the Boxes screen to define the dimensions of a box used to ship one or more items using an integrated shipping system and whether the box is available in the Supplier Direct Fulfillment module, Store Connect module, or both. The dimensions of the box used with each shipment is required for all delivery orders and purchase orders using an integrated shipping system, as well as for shipment of any ship-for-pickup orders.

Note:

This option is used for the Supplier Direct Fulfillment module and the Store Connect module and is used only if Use Vendor Portal or Use Store Connect is selected at the Tenant screen.

Using boxes in the Drop Ship (Supplier Direct Fulfillment) module: If your vendors use the Integrated Shipping screen to confirm shipments, the system requires them to select the box size on the Estimated Weight and Dimensions window. The vendor user can select one of the predefined box sizes or manually define the length, width, and height of the box.

Using boxes in the Store Connect module: When the store associate confirms shipment of items on delivery orders through integration with an automated shipping system, the system requires you to select the box size on the Estimated Weight and Dimensions window. The store associate can select one of the predefined box sizes or manually define the length, width, and height of the box. If only one box size is flagged to display in Store Connect, that box size defaults at the Ship Order screen in Store Connect.

Using an API to work with boxes: You can also use an API to create, update, review, count, or delete boxes. See the Web Services Guide (MOS ID 2953017.1) for more information.

How to display this screen: Select Boxes from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Boxes authority can display this screen. See Roles for more information.

Option	Procedure
create a new box definition	Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Add Box window. Complete each of the required fields, and optionally select any of the check boxes. See Fields at the Add Box, Edit Box, and View Box Windows, below, for details on fields. Select OK or press enter to create the box, or select Save and Add Another to continue creating boxes.
search for a box definition	The existing boxes defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the fields to restrict the search results to matching boxes: Optionally, enter a full or partial box description in the Box Description field. When you tab through this field, the displayed boxes are limited to those that start with your entry, but that don’t need to match completely. For example, if your entry is `De`, the box with a description of Default box is displayed. Optionally, select Yes or No in the Available in Store Connect or Available in Vendor Portal fields, tabbing through each field. Sort displayed boxes: You can also sort the displayed boxes by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a box definition	Highlight a displayed box. Select Edit from the Actions menu or click the Edit icon () to open the Edit Box window. See Fields at the Add Box, Edit Box, and View Box Windows, below, for details on fields. Select OK or press enter to save your changes.
view a box definition	Highlight a displayed box. Select View from the Actions menu or click the View icon () to open the View Box window. See Fields at the Add Box, Edit Box, and View Box Windows, below, for details on fields.
delete a box definition	Highlight a displayed box. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the box.

Fields at the Boxes screen

Field	Description
Description	The description of the box. Up to 50 positions. Alphanumeric.
Available in Store Connect	Indicates if the box is available in the Store Connect module (the Available in Store Connect field is selected for the box). Used only if Use Store Connect is selected at the Tenant screen.
Available in Vendor Portal	Indicates if the box is available in the Vendor Portal (the Available in Vendor Portalfield is selected for the box). Used only if Use Vendor Portal is selected at the Tenant screen.

Field

Description

The description of the box. Up to 50 positions. Alphanumeric.

Available in Store Connect

Indicates if the box is available in the Store Connect module (the Available in Store Connect field is selected for the box).

Used only if Use Store Connect is selected at the Tenant screen.

Available in Vendor Portal

Indicates if the box is available in the Vendor Portal (the Available in Vendor Portalfield is selected for the box).

Used only if Use Vendor Portal is selected at the Tenant screen.

Fields at the Add Box, Edit Box, and View Box Windows

All fields are enterable at the Add Box and Edit Box windows, but are display-only at the View Box window.

Field	Description
Box Description	The description of a box. Box names can be up to 255 positions in length must be unique in your organization. The name can include special characters and spaces. Do not use a description of `Irregular Size`, regardless of case, because this option is required to allow a user to manually define the length, width, and height of a box at the Estimated Weight and Dimensions window in Supplier Direct Fulfillment or Store Connect. Note: It is helpful to include the dimensions of the box in the name so that this information is available when selecting a box in the Supplier Direct Fulfillment or Store Connect module. Required when creating or editing a box.
Length	The length of the box, typically up to 5 positions with a 2-place decimal, for example: 123.45. The highest length you can enter is 999.99, and the lowest is .01. Required when creating or editing a box.
Width	The width of the box, typically up to 5 positions with a 2-place decimal, for example: 123.45. The highest width you can enter is 999.99, and the lowest is .01. Required when creating or editing a box.
Height	The height of the box, typically up to 5 positions with a 2-place decimal, for example: 123.45. The highest length you can enter is 999.99, and the lowest is .01. Required when creating or editing a box.
Available in Store Connect	Select this flag if the box should be available in the Store Connect module. You should select this flag if you will also select this box definition as the default in Store Connect. Used only if Use Store Connect is selected at the Tenant screen.
Default in Store Connect	Select this flag if the box should be the default available for shipping in Store Connect. If another box was previously flagged as the default for Store Connect, the flag for the previous default box is cleared. Used only if Use Store Connect is selected at the Tenant screen and if Available at Store Connect is selected for the box.
Available in Vendor Portal	Select if the box is available in the Vendor Portal module. You should select this flag if you will also flag this box definition as the default in the Vendor Portal. Used only if Use Vendor Portal is selected at the Tenant screen.
Default in Vendor Portal	Select this flag if the box should be the default available for shipping in the Vendor Portal. If another box was previously flagged as the default for the Vendor Portal, the flag for the previous default box is cleared. Used only if Use Vendor Portal is selected at the Tenant screen and if Available in Vendor Portal is selected for the box.

Brands

Purpose: Use this screen to work with the brands for an organization. Each organization using the Supplier Direct Fulfillment option must have at least one brand.

Used for the Supplier Direct Fulfillment module.

What does brand control?

The brand logo prints on the pack slip and pullsheet when the vendor generates these PDFs. When the vendor generates pack slips for multiple brands, a separate batch and PDF file is generated for each brand.
The vendor can use brand as a selection criterion when generating pack slips or confirming shipments.

Created how? You must create each brand within Order Orchestration, and the brand code must match the ID for the related retail brand from Order Administration. See Setting Up Data for the Routing Engine Module for more information.

Note:

This option is used for the Supplier Direct Fulfillment module if Use Vendor Portal is selected at the Tenant screen.

Using an API to work with brands: You can also use an API to create, update, review, count, or delete brands. See the Web Services Guide (MOS ID 2953017.1) for more information.

How to display this screen: Select Brands from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Brands authority can display this screen. See the Roles screen for more information.

Option	Procedure
create a new brand	Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Note: To integrate with Order Administration, you must enter a brand code that matches the ID for the related retail brand (WRDB). Select Add from the Actions menu or select the Add icon () to open the Add Brand window. Complete each of the required fields. See Fields at the Add Brand, Edit Brand, and View Brand Windows, below, for details on fields. Select OK or press enter to create the brand, or select Save and Add Another to continue creating brands.
search for a brand	The existing brands defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching brands: Optionally, enter a full or partial brand description. When you tab through this field, the displayed brands are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `Hou`, the brand with a description of House Brand is displayed. Optionally, enter a full or partial brand code in the Brand Code field. When you tab through this field, the displayed brands are limited to those whose codes that start with your entry, but that don’t need to match completely. For example, if your entry is `Ac`, the brand with a code of Accent is displayed. Sort displayed brands: You can also sort the displayed brands by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a brand definition	Highlight a displayed brand. Select Edit from the Actions menu or click the Edit icon () to open the Edit Brand window. See Fields at the Add Brand, Edit Brand, and View Brand Windows, below, for details on fields.
view a brand definition	Highlight a displayed brand. Select View from the Actions menu or click the View icon () to open the View Brand window. See Fields at the Add Brand, Edit Brand, and View Brand Windows, below, for details on fields. Select OK or press enter to save your changes.
delete a brand definition	Highlight a displayed brand. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the brand.

Fields at the Brands screen

Field	Description
Search Fields:
Brand Description	The name or description of the brand. The name can be from 1 to 128 positions long and can include spaces and special characters. Displayed in the drop-down selection field on screens in the Vendor Portal.
Brand Code	The code identifying the brand. The code can be from 1 to 20 positions long and can include spaces and special characters.
Results fields:
Brand Description	The name or description of the brand. The name can be from 1 to 128 positions long and can include spaces and special characters. Displayed in the drop-down selection field on screens in the Vendor Portal.
Brand Code	The code identifying the brand. The code can be from 1 to 20 positions long and can include spaces and special characters.

Fields at the Add Brand, Edit Brand, and View Brand Windows

All fields are enterable at the Add Brand window, and everything but the Brand Code is enterable at the Edit Brand window. All fields are display-only at the View Brand window.

Field	Description
Brand Description	The name or description of the brand. The name can be from 1 to 128 positions long and can include spaces and special characters. Displayed in the drop-down selection field on screens in the Vendor Portal.
Brand Code	The code identifying the brand. Must match the ID for the related retail brand from Order Administration (WRDB) and must not already be assigned to a brand in Order Orchestration. The code can be from 1 to 20 positions long and can include spaces and special characters. Required when creating a brand. You cannot create a new brand with the same exact code as an existing brand within the organization. Note that matching is case-insensitive: you cannot create a brand with a code of ABCD if there is an existing brand with a code of abcd. Otherwise, display-only.
Contact Address	Note: The contact address fields are optional and informational only.
Contact Name	Up to 128 positions.
Email(s)	Separate multiple email addresses with a semicolon (;). Up to 2500 positions total.
Telephone	Up to 20 positions.
Extension	Up to 10 positions.
Fax	Up to 20 positions.
Address Lines 1 through 4	Four lines, up to 128 positions each.
Suite	The suite number. Up to 20 positions total.
City	Up to 128 positions.
State/Province	Up to 10 positions.
Country	Up to 3 positions.
Postal Code	The ZIP or postal code for the brand contact. Up to 20 positions.
Return Address	If the Integration Enabled flag is selected at the Drop Ship Preferences screen, indicating that vendors can confirm shipments through an integration with shipping service such as ADSI, the return address prints on the shipping label; in this case, the Telephone, Address, City,State/Province, Postal Code, and Country are required. If you do not use integrated shipping, the fields on this tab are optional and informational only.
Company	Up to 128 positions.
Contact Name	Up to 128 positions.
Email(s)	Separate multiple email addresses with a semicolon (;). Up to 2500 positions total.
Telephone	Up to 20 positions. Used as the recipient phone number for ADSI (integrated shipping) integration if there is no phone number for the purchase order recipient. Required if the Integration Enabled flag is selected at the Drop Ship Preferences screen.
Extension	Up to 10 positions.
Fax	Up to 20 positions.
Address Lines 1 through 4	Four lines, up to 128 positions each. Required if the Integration Enabled flag is selected at the Drop Ship Preferences screen.
Suite	The suite number. Up to 20 positions.
City	Up to 128 positions.
State/Province	Up to 10 positions.
Country	Up to 3 positions.
Postal Code	The ZIP or postal code for the brand return address. Up to 20 positions.
Preferences
Brand Logo URL	The URL for the brand logo to print on the graphical pack slip and pullsheet. The URL should use https rather than http. The image prints in the upper left corner of each document if you use the default form, or if your unique form supports it. If you leave this field blank, no logo prints on the graphical pack slip or the pullsheet. File format: The image file can be in JPG, PNG, or GIF format. Image dimensions: The recommended size is 225x50. Note: Oracle staff need to make sure that this URL is added to the allow list.
Pack Slip Message	The message, if any, to print on all pack slips for the brand. Prints below the sold-to customer name and address in the upper left of the pack slip. This message is also included in the Pack Slip CSV file, if generating the CSV file is specified in the Generate Format setting at the vendor’s Preferences tab. Your entry can be up to 255 positions, and can include line breaks (carriage returns), but you should preview the pack slip output to make sure that the message fits in the space allotted.

Carriers

Purpose: Use this screen to work with carriers for order shipments. A carrier is required for all sales orders and purchase orders.

Order Administration integration: Carriers in Order Orchestration that correspond to Order Administration ship vias must have codes identical to the Order Administration ship via codes. The ship via code in Order Administration is a 2-position numeric field.

How to display this screen: Select Carriers from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Carriers authority can display this screen. See the Roles screen for more information.

Carrier creation and vendor assignment

Assign to vendors: When you create a new carrier with the Active flag selected, or when you select the Active flag for an existing carrier, the carrier is assigned as a valid shipper for all vendors in your organization. The carrier is displayed at the Carriers tab of the New Vendor and Edit Vendor screen, and the Assigned flag is selected.

Otherwise, if the carrier is not flagged as active, the carrier is not displayed at the Carriers tab of the New Vendor and Edit Vendor screen.

Note:

Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive carrier; however, the vendor will not be able to confirm shipment with an inactive carrier when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload.

You can use the Carriers tab at the Edit Vendor screen to change the carrier assignments for a vendor. Also, if you change the carrier’s Active setting:

if the carrier was previously inactive and you activate the vendor, the carrier becomes eligible to ship packages for vendors it is assigned to.
if the carrier was previously active and you change the carrier to inactive, the carrier is no longer eligible to ship packages for vendors it is assigned to.

Creating a carrier through rate shopping with ADSI: If your vendors use the Integrated Shipping screen to confirm shipments, and the shipment specifies a rate shopping service code (carrier code), it is possible that ADSI might return a service code that is not currently a valid carrier in Order Orchestration. In this situation, Order Orchestration automatically creates the carrier code, but does not assign the new carrier to the vendor. See Integrated Shipping Setup, Troubleshooting, and Mapping: Supplier Direct Fulfillment for background.

Carrier creation and sales order assignment

Creating a carrier through the SubmitOrder message: If the carrier specified in the submit order message for a delivery order does not already exist, it is assigned to the order and created automatically using the ship_via as the carrier Code and the ship_via_description as the carrier Description. The new carrier is flagged as Active, but no other settings are selected. The new carrier is not automatically assigned to any existing vendors, but is eligible to be automatically assigned when you create new vendors.

Default carriers:

Delivery orders: A Default Carrier is required at the Preferences screen for your organization. This is the carrier that Order Orchestration assigns to orders that do not have a ship via specified in the submit order message.
Pickup orders: The default PICKUP carrier is created automatically for your organization, and assigned to all pickup orders, when a SubmitOrder request is received. The default PICKUP carrier:
- has a Code of PICKUP
- has a default Description of In Store Pick Up, but you can change it
- is automatically assigned to all pickup orders

You cannot delete these carriers.

Order Orchestration does not assign these default carriers to vendors.

If the carrier in the submit order message exists but is not currently flagged as active, Order Orchestration changes the setting back to active.

Using a carrier for a delivery order in Store Connect: The carrier on a delivery order is displayed on Store Connect screens and prints on the pick list pull sheet and packing slip; however, the store associate cannot confirm a shipment using a carrier unless both the Display in Store Connect and Active flags are currently selected.

Specifying a carrier to prevent splitting an order: If the Do Not Split Order For Carrier field at the Preferences screen specifies a carrier, the Routing Engine does not attempt to place a delivery order or line by splitting it across locations. See that setting for more information.

Using an API to work with carriers: You can also use an API to create, update, review, count, or delete carriers. See the Web Services Guide on My Oracle Support (2953017.1) for more information.

Option	Procedure
create a new carrier	Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Add Carrier window. Complete each of the required fields. See Fields at the Add Carrier, Edit Carrier, and View Carrier Windows, below, for details on fields. Select OK or press enter to create the carrier, or select Save and Add Another to continue creating carriers.
search for a carrier	The existing carriers defined for your current organization are displayed below the selected type. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching carriers: Optionally, enter a full or partial carrier description. When you tab through this field, the displayed carriers are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `Ex`, the carriers with descriptions of Express Overnight or Express Two-Day or displayed. Optionally, enter a full or partial carrier code in the Carrier Code field. When you tab through this field, the displayed carriers are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is `2`, the carrier codes starting with 2 are displayed. Optionally, select Yes or No in the Express, Available in Store Connect, or Active fields to display matching carriers. Sort displayed carriers: You can also sort the displayed reason codes by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a carrier definition	Highlight a displayed carrier. Select Edit from the Actions menu or click the Edit icon () to open the Edit Carrier window. You can edit the Carrier Description or change any of the flag settings for the carrier. See Fields at the Add Carrier, Edit Carrier, and View Carrier Windows, below, for details on fields. Note that changes you made to an existing carrier do not update the orders where the carrier was used. For example, if you change the description or the Express flag for an existing carrier, this information is not reflected on the Order Status report for an existing order.
view a carrier definition	Highlight a displayed carrier. Select View from the Actions menu or click the View icon () to open the View Carrier window. See Fields at the Add Carrier, Edit Carrier, and View Carrier Windows, below, for details on fields. Select OK or press enter to save your changes.
delete a carrier definition	Highlight a displayed carrier. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the carrier. Important: To avoid a potential Store Connect processing error, you should not delete a carrier. If you accidentally delete a carrier, you should recreate it using the exact same code. You cannot delete the Default Carrier defined at the Preferences screen, or the PICKUP carrier that is automatically assigned to pickup orders.

Fields at the Carriers screen

Field	Description
Carrier Description	The description of the carrier. A description such as Auto Created 15, where 15 is the carrier code, indicates that the carrier was created automatically through the CreateDSOrder or Submit Order message. Case-insensitive for searching; for example, an entry of `e` matches a description of `Express Delivery`.
Carrier Code	The code identifying a carrier.
Express	Indicates if this is an express shipper. Express shippers are indicated in Store Connect with an icon: Used for Store Connect. Not used in Supplier Direct Fulfillment.
Available in Store Connect	If both this flag and the Active flag are selected, the carrier is eligible to ship orders in Store Connect. Not used in Supplier Direct Fulfillment.
Active	Indicates whether: the carrier is visible at the Carrier tab of the New Vendor or Edit Vendor screens the vendor can confirm shipment of purchase orders using this carrier in the Vendor Portal the store associate can confirm shipment of a delivery order using this carrier in Store Connect if the Display in Store Connect flag is also selected Purchase orders: Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive vendor; however, the vendor will not be able to confirm shipment with an inactive vendor when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload. Reset to Active when used on a new order: When Order Orchestration creates a new sales order using an existing carrier that is not currently flagged as active, it resets this flag to active for the carrier. Store Connect: Flagging a carrier as inactive does not prevent the carrier from being displayed in Store Connect, but the associate cannot confirm shipment of a delivery order using the carrier. Both the Active and Display in Store Connect flags must currently be selected for the carrier to be eligible for shipment through Store Connect.

Fields at the Add Carrier, Edit Carrier, and View Carrier Windows

All fields are enterable at the Add Carrier window. All fields except the Carrier Code are enterable at the Edit Carrier window. All fields are display-only at the View Carrier window.

Field	Description
Carrier Description	The description of the carrier. Your entry can be up to 128 positions.
Carrier Code	The code identifying a carrier. Your entry can be up to 20 positions. Must not be the same as an existing carrier code in the current organization. Required when creating a new code; otherwise, display-only.
Express	Indicates if this is an express shipper. Express shippers are indicated in Store Connect with an icon: Used for Store Connect. Not used in Supplier Direct Fulfillment.
Weight Required	Select this flag if the vendor must provide the shipping weight for each manual shipment using this carrier; otherwise, the shipping weight is optional in manual shipment. This flag does not affect Store Connect.
Available in Store Connect	If both this flag and the Active flag are selected, the carrier is eligible to ship orders in Store Connect. Not used in Supplier Direct Fulfillment.
Rate Required	Select this flag if the vendor must provide the shipping rate for each manual shipment using this carrier; otherwise, the shipping rate is optional. This flag does not affect Store Connect.
Tracking Number Required	Select this flag if: the vendor must provide a tracking number for each manual shipment using this carrier; otherwise, the tracking number is optional. the store associate in Store Connect must provide a tracking number for each shipment using this carrier through the manual shipment process; otherwise, the tracking number is optional in manual shipment.
Active	Indicates whether: the carrier is visible at the Carrier tab of the New Vendor or Edit Vendor screens the vendor can confirm shipment of purchase orders using this carrier in the Vendor Portal the store associate can confirm shipment of a delivery order using this carrier in Store Connect if the Display in Store Connect flag is also selected Purchase orders: Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive vendor; however, the vendor will not be able to confirm shipment with an inactive vendor when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload. Reset to Active when used on a new order: When Order Orchestration creates a new sales order using an existing carrier that is not currently flagged as active, it resets this flag to active for the carrier. Store Connect: Flagging a carrier as inactive does not prevent the carrier from being displayed in Store Connect, but the associate cannot confirm shipment of a delivery order using the carrier. Both the Active and Display in Store Connect flags must currently be selected for the carrier to be eligible for shipment through Store Connect. Default PICKUP carrier: You cannot flag the default PICKUP carrier for Store Connect as inactive. SHIP2STORE carrier: If this carrier was created in a prior release of Order Orchestration, you can flag it as inactive.

External Services

Purpose: Use the External Services screen to review and work with attributes for external services used for integration, including:

shipping in Store Connect. See Shipping Service Configuration Fields, below, for configuration details. You assign a shipping service at the Shipping Preferences tab (Shipping) at the Store Connect Preferences screen.
orders received through the RICS integration. See Order Fulfillment through RICS Integration for background.
foundation data received through the merchandising (MFCS) or OCDS integration. See OCDS or Merchandising Omni Services Imports for background.
inventory information received through the integration with SIM or EICS. See Additional Types of Import Processes (Other than RMFCS File Upload and OCDS or Merchandising Omni Services) for background.

How to display this screen: Select External Services from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Manage External Services authority can display this screen. See Roles for more information.

When upgrading from Order Broker 21.0 or earlier: See Shipping Service Conversion for information on how shipping services are converted when you upgrade from Order Broker 21.0 or earlier, and the required steps to verify and select shipping services.

When upgrading from Order Broker 21.1 through 23.1.101.0: See the following sections in the System screen help topic for information on how information is converted when you upgrade, and the required steps to verify and select services:

Using an API to work with external services: You can also use an API to create, update, review, count, or delete external services. See the Web Services Guide on My Oracle Support (2953017.1) for more information.

Options at this screen

Option	Procedure
create a new external service	Select Add from the Actions menu or select the Add icon () to open the Add External Service window. Complete each of the required fields. See Fields at the Add External Service, Edit External Service, and View External Service Windows, below, for details on fields. Select OK or press enter to create the external service, or select Save and Add Another to continue creating external services.
search for an external service	The existing external services defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching external services: Optionally, enter a full or partial description in the External Service Description field. When you tab through this field, the displayed external services are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `St`, the external services with descriptions starting with Standard Shipping are displayed. Optionally, enter a full or partial code in the External Service Code field. When you tab through this field, the displayed external services are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is `AD`, the external service codes starting with ADSI are displayed. Optionally, select Yes or No in the Active fields to display active or inactive external services. Optionally, select a type from the External Service Type field. Sort displayed external services: You can also sort the displayed external services by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an existing external service	Highlight a displayed external service. Select Edit from the Actions menu or click the Edit icon () to open the Edit External Service window. See Fields at the Add External Service, Edit External Service, and View External Service Windows, below, for details on fields, including which fields can be edited for an existing external service. Select OK or press enter to save your changes.
view an external service	Highlight a displayed external service. Select View from the Actions menu or click the View icon () to open the View External Service window. All fields are display-only. See Fields at the Add External Service, Edit External Service, and View External Service Windows, below, for details on fields.
delete an external service	Highlight a displayed external service. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the external service. Note: You cannot delete an external service that is currently selected as the Shipping Service for an organization at the Store Connect Preferences screen, or an external service that is assigned at the Inventory, RICS Integration, or OCDS Integration Import tabs at the System screen.

Fields at the External Services screen

Field	Description
External Service Description	The description of the external service. Optionally, enter a full or partial description to search for an external service to display external services whose descriptions start with or match your entry.
External Service Code	The code that identifies an external service. Optionally, enter a full or partial code to display external services whose codes start with or match your entry.
Active	Indicates if the external service is flagged as active. Optionally, use this flag to filter search results based on whether the external service is active. Select: Yes for external services that are active. No (default) for external services that are not active.
External Service Type	Indicates the type of external service. Available types are: Foundation Data: Integration with the Omnichannel Cloud Data Service (OCDS) or Merchandising Omni Services to import warehouse or store location, product, and product location information from Oracle Retail Merchandising Foundation Cloud Service (RMFCS). See OCDS or Merchandising Omni Services Imports for background. Inventory: Integration with Oracle Retail Store Inventory Management (SIM), Enterprise Inventory Cloud Service (EICS), or Order Administration for interactive inventory updates. See Additional Types of Import Processes (Other than RMFCS File Upload and OCDS or Merchandising Omni Services) for background. Orders: Integration with the Oracle Retail Integration Cloud Service (RICS) to communicate order information between Order Orchestration and: Oracle Retail Merchandising Foundation Cloud Service (RMFCS), as well as Oracle Retail Store Inventory Management (SIM) or Enterprise Inventory Cloud Service (EICS). See Order Fulfillment through RICS Integration for background. Shipping: Shipping services available to use in Store Connect. You assign a shipping service at the Shipping Preferences tab (Shipping) at the Store Connect Preferences screen. Optionally, select a type to filter search results to external services that match the selected type.

Fields at the Add External Service, Edit External Service, and View External Service Windows

All fields are display-only at the View External Service window.

Field	Description
External Service Description	The description of the external service. Up to 256 positions. Required at the Add or Edit External Service window.
External Service Code	The code identifying the external service. Your entry is converted to uppercase. Up to 20 positions. Required at the Add External Service window; otherwise, display-only.
Active	Indicates if the external service is currently active. Note: Inactive shipping services are indicated as (Inactive) in the Shipping Service drop-down at the Store Connect Preferences screen. If an inactive shipping service assignment applies to a store location, only manual shipping is available at the location.
External Service Type	Indicates the type of external service. Supported types are: Foundation Data: Integration with the Omnichannel Cloud Data Service (OCDS) or Merchandising Omni Services to import warehouse or store location, product, and product location information from Oracle Retail Merchandising Foundation Cloud Service (RMFCS). See OCDS or Merchandising Omni Services Imports for background. Inventory: Integration with Oracle Retail Store Inventory Management (SIM), Enterprise Inventory Cloud Service (EICS), or Order Administration for interactive inventory updates. See Additional Types of Import Processes (Other than RMFCS File Upload and OCDS or Merchandising Omni Services) for background. Orders: Integration with the Oracle Retail Integration Cloud Service (RICS) to communicate order information between Order Orchestration and: Oracle Retail Merchandising Foundation Cloud Service (RMFCS), as well as Oracle Retail Store Inventory Management (SIM) or Enterprise Inventory Cloud Service (EICS). See Order Fulfillment through RICS Integration for background. Shipping: Shipping services available to use in Store Connect. You assign a shipping service at the Shipping Preferences tab (Shipping) at the Store Connect Preferences screen. Required when creating an external service; otherwise, display-only.
Foundation Data Service Fields	The following fields are displayed only when the selected External Service Type is set to Foundation Data. Use these fields to set up integration with the Omnichannel Cloud Data Service (OCDS) or Merchandising Omni Services to import warehouse or store location, product, and product location information from Oracle Retail Merchandising Foundation Cloud Service (RMFCS). When you use OCDS or Merchandising Omni Services for these imports, Order Orchestration generates web service requests for this information rather than processing an upload file. Note: If any of the URLs in this window are flagged as active, the OCDS or Merchandising Omni Services import process is run rather than any other type of product or location import when you submit an import through the Schedule Jobs screen. For more information: See: OCDS or Merchandising Omni Services Imports and Importing Data from Merchandising Cloud Services (RMFCS) through the Omnichannel Cloud Data Service (OCDS) or Merchandising Omni Services for an overview and mapping details. Schedule Jobs screen for information on scheduling the imports or running them on demand.
Foundation Data Service	Set to Merchandising Integration and cannot be changed.
Store Location: Endpoint URL	The endpoint to use when requesting store location information from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v1/location/retailstore, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected. Note: Oracle staff need to make sure that this URL is added to the allow list.
Store Location: Active Flag	Select this flag to enable importing store locations through OCDS or Merchandising Omni Services. If this flag is selected, the Store Location Endpoint URL is also required.
Warehouse Location: Endpoint URL	The endpoint to use when requesting virtual warehouse location information from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v1/location/warehouse, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected for warehouse locations. Note: Oracle staff need to make sure that this URL is added to the allow list.
Warehouse Location: Active Flag	Select this flag to enable importing virtual warehouse locations through OCDS or Merchandising Omni Services. If this flag is selected, the Warehouse Location Endpoint URL is also required.
Product: Endpoint URL	The endpoint to use when requesting product information from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v2/item, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected for products. Note: Oracle staff need to make sure that this URL is added to the allow list.
Product: Active flag	Select this flag to enable importing products and system products through OCDS or Merchandising Omni Services. If this flag is selected, the Product Endpoint URL is also required.
Product Barcode: Endpoint URL	The endpoint to use when requesting product barcode information from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v2/item/upc, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected for product barcodes. Note: Oracle staff need to make sure that this URL is added to the allow list.
Product Barcode: Active flag	Select this flag to enable importing product barcodes through OCDS or Merchandising Omni Services. If this flag is selected, the Product Barcode Endpoint URL is also required.
Product Image: Endpoint URL	The endpoint to use when requesting product image information from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v2/item/image, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected for product images. Note: Oracle staff need to make sure that this URL is added to the allow list.
Product Image: Active flag	Select this flag to enable importing product images through OCDS or Merchandising Omni Services. If this flag is selected, the Product Image Endpoint URL is also required.
Store Inventory: Endpoint URL	The endpoint to use when requesting inventory (product location) information for store locations from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v2/inventory/Store, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected for store inventory. Note: Oracle staff need to make sure that this URL is added to the allow list.
Store Inventory: Active flag	Select this flag to enable importing inventory (products and system products) in store locations through OCDS or Merchandising Omni Services. If this flag is selected, the Store Inventory Endpoint URL is also required.
Warehouse Inventory: Endpoint URL	The endpoint to use when requesting inventory (product location) information for warehouse locations from OCDS or Merchandising Omni Services, for example, https://SERVER/ords/ocdspdb/omnichannel/v2/inventory/warehouse, where SERVER is the name of the server. Alphanumeric, 256 positions. Required if the Active flag is selected for warehouse inventory. Note: Oracle staff need to make sure that this URL is added to the allow list.
Warehouse Inventory: Active flag	Select this flag to enable importing inventory (products and system products) in warehouse locations through OCDS or Merchandising Omni Services. If this flag is selected, the Warehouse Inventory Endpoint URL is also required.
	Foundation Data Service Authentication Configuration: Use the following fields to configure authentication for the foundation data external service.
Request Size	Defines the total number of records to request from OCDS or Merchandising Omni Services in each import request. You can set this field as high as 500,000. A non-negative number is required if the Active flag is selected for any of the import types. Defaults to 50,000.
Connection Timeout	The number of seconds to wait for a response before timing out. A non-negative number is required if the Active flag is selected for any of the import types. Can be up to 9 positions. Defaults to 30 seconds.
Authentication Type	Enables you to select an authentication type. Your selection in this field controls the additional fields displayed in this window, described below. OAuth (default): For OAuth authentication, you need to enter an OAuth URL, Client ID, and Client Secret. Optionally, you can enter a Scope. Basic: You need to specify a User ID and Password. Application OAuth: You will use the Client ID and Secret defined for the Order Orchestration application at the Tenant-Admin screen. The Client ID defaults, and the secret is not displayed. Optionally, you can enter a Scope. Note: OAuth support is available with Oracle Retail Merchandising Foundation Cloud Service (RMFCS) application version 21.0 or above. Older versions will continue to support Basic authentication.
	The following fields vary depending on whether the selected authentication type is Basic, Application OAuth, or OAuth.
OAuth URL	The URL to use when requesting the token for OAuth. This field is available only when the Authentication Type is OAuth. Alphanumeric, up to 256 positions. Required if the Authentication Type is set to OAuth.
Scope	Defines the limits that control where the token can be used, for example: rgbu:merch:system. This field is available only when the Authentication Type is OAuth or Application OAuth. Optional.
Client ID	The client ID to use when requesting the token for OAuth. Required if the Active flag is selected for any of the import types and OAuth is selected. This field is available only when the Authentication Type is OAuth. If the selected authentication type is Application OAuth, the client ID defined for Order Orchestration defaults and cannot be changed.
Client Secret	The client secret to use when requesting the token for OAuth. Required if the Active flag is selected for any of the import types and OAuth is selected. This field is available only when the Authentication Type is set to OAuth.
User ID	The user ID to use for authenticating the web service requests in basic authentication. This field is available only when the Authentication Type is Basic. Alphanumeric, up to 256 positions. Required if the Active flag is selected for any of the import types and basic authentication is selected. Note: The user ID and password must be valid for authentication of the web service requests to OCDS or Merchandising Omni Services; however, no validation takes place at this screen.
Password	The password to use for authenticating the web service requests in basic authentication. Your entry is masked on the screen and encrypted in the database. This field is available only when the Authentication Type is Basic. Alphanumeric, up to 256 positions. Required if the Active flag is selected for any of the import types and basic authentication is selected.
Inventory Service Fields	Defines how to receive inventory information received through the integration with SIM, EICS, or Order Administration. See Additional Types of Import Processes (Other than RMFCS File Upload and OCDS or Merchandising Omni Services) for background. The following fields are displayed only when you select an External Service Type of Inventory, and vary depending on the selected Inventory Service.
Inventory Service	Defines whether to use SIOCS or a Standard Inventory Service. Required. If this field is set to SIOCS, then the Inventory Service Configuration fields that are displayed include settings for basic authentication (user ID and password). Otherwise, if this field is set to Standard Inventory Service, you can choose an Authentication Type of Basic, OAuth, or Application OAuth. See the Authentication Type, below, for more information. This field is available only at the Add External Service window; otherwise, display-only.
Endpoint URL	The URL where Order Orchestration should send RESTful service requests to a remote, online system for real-time inventory updates for requested items, or the URL to use for integration with SIM or EICS. Required. Your entry should end with `/getAvailable`. Note: The Inventory Request/Response setting at the Event Logging screen controls whether to log the inventory update request and response messages. Order Administration integration: See the Work with Web Service Authentication (WWSA) menu option in the Order Administration System Classic View online help for information on setting up web service authentication. If you use the Basic Authentication Type, the user ID you enter at the System screen must be in all capital letters. Also, the URL is typically in the format of `http://<SERVER>:1234/SerenadeSeam/sxrs/Inventory/getAvailable`, where <`SERVER>` is the server name and `1234` is the port number. See Generic Web Services in the Order Administration System online help for more information. Note: Oracle staff need to make sure that this URL is added to the allow list. For more information: See the RESTful Inventory Request and Response Messages chapter in the Web Services Guide on My Oracle Support (2953017.1) for details and more setup requirements.
Connection Timeout	Defines the number of seconds to wait for a response to a request message before timing out and using offline inventory information from the Order Orchestration database. Up to 9 positions. Defaults to 30 seconds. A value of 1 or higher in this field is required.
Failed Request Threshold	The number of consecutive failed interactive inventory request attempts that, if exceeded, should trigger putting the inventory requests for the system in a wait time. For example, if this field is set to 5, and 6 requests in a row fail to get a response, interactive inventory requests are halted for the defined wait time. Can be set to 0, indicating that failed requests are not evaluated, or from 1 to 10000 if failed requests should be evaluated. Defaults to 0.
Failed Request Wait Time	The number of minutes to wait after the defined number of failed requests have been exceeded for the system. For example, if this field is set to 10, interactive inventory requests for the system are halted for 10 minutes. Can be set to 0 only if the Failed Request Threshold is also set to 0; otherwise, can be set to a whole number from 1 to 60. Defaults to 0.
Authentication Type	Defines how to authenticate inventory requests. This field is available for a Standard Inventory Service. Not displayed for SIOCS Integration. Possible settings: OAuth (default): You need to enter a Client ID and Client Secret. Optionally, you can enter a Scope. Basic: You need to specify a User ID and Password. Application OAuth: Uses the Client ID and Secret defined for the Order Orchestration application at the Tenant-Admin screen. The Client ID defaults, and the secret is not displayed. Optionally, you can enter a Scope. Note that 23.2.301.0 or higher release of Order Administration (formerly Order Management System) does not support basic authentication for inbound messages.
Scope	Defines the limits that control where the token can be used, for example: urn:opc:idm:myscopes. This field is available only for a Standard Inventory Service and only when the Authentication Type is OAuth. Not displayed for SIOCS Integration. Your Oracle representative can tell you whether to specify a Scope here. If you do not specify a Scope, the default applies.
Client ID	The client ID to use when requesting the token for OAuth. Available for entry only for a Standard Inventory Service and only if using OAuth (not Application OAuth), and in that case, required. Not displayed for SIOCS Integration. Defaults from the Tenant-Admin screen and display-only if using Application OAuth.
Client Secret	The client secret to use when requesting the token for OAuth. Available only for a Standard Inventory Service and only if using OAuth (not Application OAuth), and in that case, required.
User ID	A valid user ID to authentication inventory request messages. This field is available if the Inventory Service is set to SIOCS Integration, or if the Inventory Service is set to Standard Inventory Service and the Authentication Type is set to Basic; in this case, required. Alphanumeric, 256 positions. For integration with Order Administration (URL), you need to use the Work with Web Service Authentication (WWSA) menu option to set up a corresponding user ID and password for the CWServiceIn web service. The user ID you enter at the System screen must be in all capital letters.
Password	The valid password for the user ID. Your entry is masked on the screen and encrypted in the database. This field is available if the Inventory Service is set to SIOCS Integration, or if the Inventory Service is set to Standard Inventory Service and the Authentication Type is set to Basic; in this case, required.
Order Service Fields	The following Outbound Orders Service Configuration fields are displayed only when the selected External Service Type is set to Orders. These fields vary depending on the selected authentication type. See Order Fulfillment through RICS Integration for background.
Orders Service	The only available setting is RICS Integration.
Endpoint URL	The URL for RICS. This is the URL where Order Orchestration should send order-related and interactive inventory update messages for communication with RMFCS, EICS, or SIM. Up to 256 positions. Required. Note: The URL might be similar to https://SERVERNAME:47220/rib-oms-services-web/resources/publisher. Oracle staff need to make sure that this URL is added to the allow list.
Connection Timeout	Defines the number of seconds to wait for a response from RICS before timing out. Defaults to 30 seconds. Numeric, 9 positions.
Authentication Type	Defines how to order requests. Possible settings: OAuth (default): You need to enter a Client ID and Client Secret. Optionally, you can enter a Scope. Basic: You need to specify a User ID and Password. Application OAuth: Use the Client ID and Secret defined for the Order Orchestration application at the Tenant-Admin screen. The Client ID defaults, and the secret is not displayed. Optionally, you can enter a Scope.
OAuth URL	The URL to use when requesting the token for OAuth. This field is available only when the Authentication Type is set to OAuth. Alphanumeric, up to 256 positions. Required if the Authentication Type is set to OAuth.
Scope	Defines the limits that control where the token can be used, for example: urn:opc:idm:myscopes. This field is available only when the Authentication Type is OAuth or Application OAuth. Your Oracle representative can tell you whether to specify a Scope here. If you do not specify a Scope, the default applies.
Client ID	The client ID to use when requesting the token for OAuth. Required if the Authentication Type is set to OAuth. Display-only, and defaulted from the Tenant-Admin screen, if the Authentication Type is set to Application OAuth. Not displayed if the Authentication Type is set to Basic.
Client Secret	The client secret to use when requesting the token for OAuth. Displayed and available for entry only if using OAuth (not Application OAuth), and in that case, required.
User ID	A valid user ID to outbound order request messages. This field is available if the Authentication Type is set to Basic; in this case, required. Alphanumeric, 50 positions. Note: This user ID needs to have the Operator or Admin role in RIB in order to support sending stop and start requests at the beginning and end of the Inventory Quantity Export, indicating to pause Available-to-Sell Individual Inventory Updates through Oracle Retail Integration Cloud Service (RICS) while the export runs. It then generates a request to resume sending the update message when the update and export process is complete.
Password	The valid password for the user ID. Your entry is masked on the screen and encrypted in the database. This field is available if the Authentication Type is set to Basic; in this case, required.
Shipping Service Configuration Fields	The following fields are displayed only when the selected External Service Type is set to Shipping. These fields vary depending on the selected shipping service and the selected authentication type.
Shipping Service	At the Add External Service window, this field is available and required when you select the external service type of Shipping; otherwise, display-only. When creating an external service, select a shipping type: ADSI Standard Shipping Service: Uses the Generic Ship Order API. See the Web Services Guide on My Oracle Support (2953017.1) for details.
Outbound Message Version	Displayed only when the selected Shipping Service is Standard Shipping Service. Currently, the only available version for the Standard Shipping Service is 1.0. Required.
Endpoint URL	Enter the URL to use for the integrated shipping system when the store associate confirms shipments through integrated shipping. Up to 256 positions. Included for both ADSI and Standard Shipping Service. Required. Note: Oracle staff need to make sure that this URL is added to the allow list.
Shipper Reference	Reference value for the shipper to identify the calling system. Included for both ADSI and Standard Shipping Service. Up to 256 positions. Optional.
Authentication Type	Included only for the Standard Shipping Service. Possible authentication types are Basic and OAuth (default). The selected authentication type controls the additional fields described below. Required.
OAuth URL	The URL to use for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth; in this case, required.
Scope	The scope to specify for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth. Optional.
Client ID	The client ID to use for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth; in this case, required.
Client Secret	The client secret to use for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth; in this case, required.
User ID	The user ID to authenticate request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to Basic; in this case, required.
Password	The password to authenticate request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to Basic; in this case, required.
Packaging Dimensions	The Package Dimensions fields are included for both ADSI and the Standard Shipping Service.
Length Unit of Measure	Defines the length unit of measure to display in the Length, Width, and Height fields at the Ship Order screen in Store Connect. Possible settings are Inch and Centimeter for a Standard Shipping Service. Defaults to Inches. Cannot be changed for ADSI.
Weight Unit of Measure	Defines the weight unit of measure to display in the Package Weight field at the Ship Order screen in Store Connect. Possible settings are Gram, Kilogram, and Pound (default) for a Standard Shipping Service. Defaults to Pounds. Cannot be changed for ADSI.

Organizations

Purpose: Use the Organization screen to work with the default organization, or to create or work with additional organizations.

Setting preferences for an organization: Use the Organizations and Preferences screen in Classic View to advance to the screens you use to work with Order Orchestration, Drop Ship, or Store Connect preferences.

How to display this screen: Select Organizations from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Organization and Preferences authority can display this screen. See Roles for more information.

Options at this screen

Option	Procedure
create a new organization	Select Add from the Actions menu or select the Add icon () to open the Add Organization window. Enter the description of the organization in the Organization Description field. The description can be from 1 to 35 positions long, and can include spaces and special characters. Enter the organization code in the Organization Code field. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Order Orchestration. Complete any additional optional fields. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below. Select OK or press enter to create the organization, or select Save and Add Another to continue creating organizations. Note: If you want to enter or change any data for a new organization immediately after you create it, you may need to advance to Classic View, and then return to Modern View and select the Organizations option again in order to update the new organization.
search for an organization	The existing organizations are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching organizations: Optionally, enter a full or partial organization description in the Organization Description field. When you tab through this field, the displayed organizations are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `1`, the organizations with descriptions starting with 123 or 157 are displayed. Optionally, enter a full or partial code in the Organization Code field. When you tab through this field, the displayed organizations are limited to those whose codes start with your entry, but that don’t need to match completely. Sort displayed organizations: You can also sort the displayed organizations by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an organization	Highlight a displayed organization. Select Edit from the Actions menu or click the Edit icon () to open the Edit Organization window. You can edit any fields except the Organization Code. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below, for details on fields. Select OK or press enter to save your changes.
view an organization	Highlight a displayed organization. Select View from the Actions menu or click the View icon () to open the View Organization window. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below, for details on fields.
delete an organization	Highlight a displayed organization. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the organization. Note: You cannot delete an organization that has an existing system defined. Also, you can not delete the only existing organization in Order Orchestration.

Fields at the Organizations screen

Field	Description
Organization Description	The description can be from 1 to 35 positions long, and can include spaces and special characters. Optionally, enter a full or partial organization description to display organizations that match or begin with your entry.
Organization Code	The code identifying the organization. Optionally, enter a full or partial organization code to display organizations that match or begin with your entry.

Field

Description

Organization Description

The description can be from 1 to 35 positions long, and can include spaces and special characters.

Optionally, enter a full or partial organization description to display organizations that match or begin with your entry.

Organization Code

The code identifying the organization.

Optionally, enter a full or partial organization code to display organizations that match or begin with your entry.

Fields at the Add Organization, Edit Organization, and View Organization Windows

Field	Description
Organization Description	The description can be from 1 to 35 positions long, and can include spaces and special characters. Required at the Add Organization and Edit Organization screen.
Organization Code	The code identifying the organization. Up to 10 positions. Required at the Add Organization screen; otherwise, display-only.
Locale	The language to use for the system-generated emails, reports, and forms listed below. The locale also defines the data formats used on reports and emails. Order Orchestration emails: The organization locale controls the format of information in the following system-generated emails: Incremental Inventory Import Status Email Polling Status Email Supplier Direct Fulfillment emails: The organization locale is used to format the following emails generated through the Supplier Direct Fulfillment module: Change notification emails to retailer Shipment or invoice upload error notification email to retailer Out-of-balance invoice notification email to retailer Emails to the vendor use the vendor’s language and data formats. Store Connect Emails: The organization locale determines the formats to use on all emails generated through Store Connect. Forms: The organization locale determines the formats to used on forms generated by the vendor in Supplier Direct Fulfillment, or by the associate through Store Connect. Reports: The organization locale determines the formats to use on generated reports. Settings that are not defined at the organization level: The locale defined for the organization does not control the language displayed on screens, which is defined by the locale appended to the URL (for example, `?locale=fr`). Also, the locale defined for the organization does not control the date, time, or number formats displayed on screens, which are controlled by the Data Formats defined for the user, store associate, or vendor. See the Users or New Vendor screens for more information. See Valid Locales and Associated Data Formats, below, for a list of valid locales and the data formats applied to reports and emails. Defaults to United States-English. Required.
Organization Address
Address Line 1 through Address Line 4	The organization’s address. Up to 50 positions per line. Optional.
Suite	The organization’s suite number. Up to 9 positions. Optional.
City	The organization’s city. Up to 35 positions. Optional.
State/Province	The organization’s state or province code. Up to 3 positions. Optional.
Postal Code	The organization’s zip or postal code. Up to 10 positions. Optional.
Country	The organization’s country code. 3 positions. Optional.
Phone	The organization’s phone number. Optional.
Fax	The organization’s fax number. Optional.
Return Address
Address Line 1 through Address Line 4	The organization’s return address. Up to 50 positions per line. Optional.
Suite	The suite number for the return address. Up to 9 positions. Optional.
City	The city for the return address. Up to 35 positions. Optional.
State/Province	The state or province code for the return address. Up to 3 positions. Optional.
Postal Code	The zip or postal code for the return address. Up to 10 positions. Optional.
Country	The country code for the return address. 3 positions. Optional.
Phone	The phone number for the return address. Optional.

Valid Locales and Associated Data Formats

Locale Code	Locale Description	Default Date Format	Default Time Format	Default Thousands separator	Default Decimal separator
zh-CN	Chinese-China	YYYY/MM/DD	AM/PM	Comma	Period
zh-SG	Chinese-Singapore	DD/MM/YYYY	AM/PM	Comma	Period
zh-HK	Chinese-Hong Kong	DD/MM/YYYY	AM/PM	Comma	Period
zh-TW	Chinese-Taiwan	YYYY/MM/DD	AM/PM	Comma	Period
nl-BE	Dutch-Belgium	DD/MM/YYYY	24 Hour	Period	Comma
nl-NL	Dutch-Netherlands	DD-MM-YYYY	24 Hour	Period	Comma
en-AU	English-Australia	DD/MM/YYYY	AM/PM	Comma	Period
en-CA	English-Canada	YYYY-MM-DD	AM/PM	Comma	Period
en-IN	English-India	DD/MM/YYYY	AM/PM	Comma	Period
en-IE	English-Ireland	DD/MM/YYYY	24 Hour	Comma	Period
en-MT	English-Malta	DD/MM/YYYY	24 Hour	Comma	Period
en-NZ	English-New Zealand	DD/MM/YYYY	AM/PM	Comma	Period
en-PH	English-Philippines	DD/MM/YYYY	AM/PM	Comma	Period
en-SG	English-Singapore	DD/MM/YYYY	AM/PM	Comma	Period
en-ZA	English-South Africa	YYYY/MM/DD	24 Hour	Space	Comma
en-GB	English-United Kingdom	DD/MM/YYYY	24 Hour	Comma	Period
en-US	English-United States	MM/DD/YYYY	AM/PM	Comma	Period
fr-BE	French-Belgium	DD/MM/YYYY	24 Hour	Space	Comma
fr-CA	French-Canada	YYYY-MM-DD	24 Hour	Space	Comma
fr-FR	French-France	DD/MM/YYYY	24 Hour	Space	Comma
fr-LU	French-Luxembourg	DD/MM/YYYY	24 Hour	Period	Comma
fr-CH	French-Switzerland	DD.MM.YYYY	24 Hour	Space	Comma
de-AT	German-Austria	DD.MM.YYYY	24 Hour	Space	Comma
de-DE	German-Germany	DD.MM.YYYY	24 Hour	Period	Comma
de-LU	German-Luxembourg	DD.MM.YYYY	24 Hour	Period	Comma
de-CH	German-Switzerland	DD.MM.YYYY	24 hour	Apostrophe	Period
it-IT	Italian-Italy	DD/MM/YYYY	24 Hour	Period	Comma
it-CH	Italian-Switzerland	DD.MM.YYYY	24 Hour	Apostrophe	Period
ja-JP	Japanese-Japan	YYYY/MM/DD	24 Hour	Comma	Period
pt-BR	Portuguese-Brazil	DD/MM/YYYY	24 Hour	Period	Comma
pt-PT	Portuguese-Portugal	DD/MM/YYYY	24 Hour	Space	Comma
ru-RU	Russian-Russia	DD.MM.YYYY	24 Hour	Space	Comma
es-AR	Spanish-Argentina	DD/MM/YYYY	24 Hour	Period	Comma
es-BO	Spanish-Bolivia	DD/MM/YYYY	24 Hour	Period	Comma
es-CL	Spanish-Chile	DD-MM-YYYY	24 Hour	Period	Comma
es-CO	Spanish-Colombia	DD/MM/YYYY	AM/PM	Period	Comma
es-CR	Spanish-Costa Rica	DD/MM/YYYY	24 Hour	Space	Comma
es-DO	Spanish-Dominican Republic	DD/MM/YYYY	AM/PM	Comma	Period
es-EC	Spanish-Ecuador	DD/MM/YYYY	24 Hour	Period	Comma
es-SV	Spanish-El Salvador	DD/MM/YYYY	24 Hour	Comma	Period
es-GT	Spanish-Guatemala	DD/MM/YYYY	24 Hour	Comma	Period
es-HN	Spanish-Honduras	DD/MM/YYYY	24 Hour	Comma	Period
es-MX	Spanish-Mexico	DD/MM/YYYY	24 Hour	Comma	Period
es-NI	Spanish-Nicaragua	DD/MM/YYYY	24 Hour	Comma	Period
es-PA	Spanish-Panama	MM/DD/YYYY	AM/PM	Comma	Period
es-PY	Spanish-Paraguay	DD/MM/YYYY	24 Hour	Period	Comma
es-PE	Spanish-Peru	DD/MM/YYYY	24 Hour	Comma	Period
es-PR	Spanish-Puerto Rico	MM/DD/YYYY	AM/PM	Comma	Period
es-ES	Spanish-Spain	DD/MM/YYYY	24 Hour	Period	Comma
es-US	Spanish-United States	DD/MM/YYYY	AM/PM	Comma	Period
es-UY	Spanish-Uruguay	DD/MM/YYYY	24 Hour	Period	Comma
es-VE	Spanish-Venezuela	DD/MM/YYYY	AM/PM	Period	Comma
sv-SE	Swedish-Sweden	YYYY-MM-DD	24 Hour	Space	Comma

Location Types

Purpose: Use this screen to work with the location types within an organization.

What is a location type? The location type describes one or more locations within a organization. Each location type indicates the location category (store or warehouse), and can also provide additional information, such as “East Coast Stores” or “Outlet Stores.”

Location relationships: See Organization, System, and Location for an overview of the relationships among Order Orchestration elements, including location types.

Created how? You must create each location type within Order Orchestration. See Setting Up Data for the Routing Engine Module or Setting Up Data for the Supplier Direct Fulfillment Module for more information.

Use in OCDS or Merchandising Omni Services imports: When you configure your system to import data from OCDS or Merchandising Omni Services, you need to specify the location types to apply when creating store and warehouse locations. See the OCDS Integration tab at the System screen for more information on configuration, and see OCDS or Merchandising Omni Services Imports for background.

Note:

Only users with Location Types authority can display this screen. See Roles for more information.

Using an API to work with location types: You can also use an API to create, update, review, count, or delete location types. See the Web Services Guide on My Oracle Support (2953017.1) for more information.

How to display this screen: Select Location Types from the Modern View home screen. See the Modern View Overview for background.

Options at this screen

Option	Procedure
create a new location type	Select Add from the Actions menu or select the Add icon () to open the Add Location Type window. Complete each field. All fields are required. Enter the description of the location type in the Location Type Description field. The name can be from 1 to 40 positions long and can include spaces and special characters. Enter the location type code in the Location Type Code field. The location type code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within the organization; however, other organizations can have the same location type code. Since the code is case-sensitive, you can create more than one location type with the same code but different case; for example, you can create a code of abcd and another of ABCD. Select the location category from the Category drop-down box. Possible categories are Store or Warehouse. Select OK or press enter to create the location type, or select Save and Add Another to continue creating location types.
search for a location type	The existing location types defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching location types: Optionally, enter a full or partial description in the Location Type Description field. When you tab through this field, the displayed location types are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `st`, the location types with descriptions starting with Store or store are displayed. Optionally, enter a full or partial code in the Location Type Code field. When you tab through this field, the displayed location types are limited to those whose codes start with your entry, but that don’t need to match completely. Optionally, select Store or Warehouse in the Category field to display location types of the same category. Sort displayed location types: You can also sort the displayed location types by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
change the description or category of a location type	Highlight a displayed location type. Select Edit from the Actions menu or click the Edit icon () to open the Edit Location Type window. You can edit the Location Type Description , or change the Category flag. See Location Type Fields, below, for details on fields. Select OK or press enter to save your changes.
delete a location type	Highlight a displayed location type. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the location type. Note: You cannot delete a location type that has an existing location defined.
view a location type	Highlight a displayed location type. Select View from the Actions menu or click the View icon () to open the View Location Type window. See Location Type Fields, below, for details on fields.

Fields at the Location Type screen

Field	Description
Location Type Description	The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters. Case-insensitive for searching; for example, an entry of `o` matches a name of `Outlet`.
Location Type Code	See location type. The name can be from 1 to 10 positions long and can include spaces and special characters. Case-sensitive for searching; for example, an entry of `o` does not match a type of `OUT`.
Category	Either Store or Warehouse. See location category.

Field

Description

Location Type Description

The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters.

Case-insensitive for searching; for example, an entry of o matches a name of Outlet.

Location Type Code

See location type. The name can be from 1 to 10 positions long and can include spaces and special characters.

Case-sensitive for searching; for example, an entry of o does not match a type of OUT.

Field	Description
Location Type Description	The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters. Required at the Add or Edit Location Type windows.
Location Type Code	See location type. The name can be from 1 to 10 positions long and can include spaces and special characters. Required at the Add Location Type window; otherwise, display-only.
Category	Either Store or Warehouse. See location category. Required at the Add or Edit Location Type windows.

Order Reason Codes

Purpose: Use this screen to work with reason codes used by store associates or managers in Store Connect to:

reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
cancel a pickup, ship-for-pickup, or delivery order, or a line on a pickup, ship-for-pickup, or delivery order

Cancel or reject reasons: Use the Cancel or Reject tabs at the top of the screen to work with either cancel reasons or reject reasons.

Auto Cancel Reason: You can also use this screen to create the Auto Cancel Reason to use when an unclaimed pickup or ship-for-pickup order is not picked up within a specified number of days. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen. See Auto-Cancel Unclaimed Orders for background.

Using an API to work with order reason codes: You can also use an API to create, update, review, count, or delete order reason codes. See the Web Services Guide on My Oracle Support (2953017.1) for more information.

How to display this screen: Select Order Reason Codes from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Order Reason Codes authority can display this screen. See Roles for more information.

Option	Procedure
switch between Cancel and Reject reason codes	Use the Cancel and Reject tabs below the screen title to switch between the two types of order reason codes.
create a new reason code	The steps to create a new Cancel reason code and a Reject reason code are the same. Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Add Cancel Order Reason Code or the Add Reject Reason Code window, depending on whether the Cancel or Reject tab is selected at the top of the screen below the screen title. Complete each of the required fields. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields. Select OK or press enter to create the reason code, or select Save and Add Another to continue creating reason codes.
search for a reason code	The existing cancel or reject reason codes defined for your current organization are displayed below the selected type. Use any combination of the fields at the top of the screen, as well as selecting either the Cancel or Reject tabs at the top of the screen below the screen title, and then tab through the search fields to restrict the search results to matching reason codes: Optionally, enter a full or partial reason code description. When you tab through this field, the displayed reason codes are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `Cu`, the reason codes with descriptions of Customer Request or Customer No-Show or displayed. Optionally, enter a full or partial reason code in the Order Reason Code field. When you tab through this field, the displayed reason codes are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is `2`, the reason codes starting with 2 are displayed. Optionally, select Yes or No in the Active fields to display matching reason codes. Sort displayed reason codes: You can also sort the displayed reason codes by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a reason code definition	Highlight a displayed reason code. Select Edit from the Actions menu or click the Edit icon () to open the Edit Cancel Order Reason Code or Edit Reject Order Reason Code window. You can edit the Order Reason Code Description or change the setting of the Active flag. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields. Select OK or press enter to save your changes. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen
delete a reason code	Highlight a displayed reason code. Select Delete from the Actions menu or click the Delete icon (). Select OK at the Confirm Deletion window to delete the reason code. Note: You can delete a reason code only if it is not specified as the Auto Cancel Reason at the Fulfillment tab of the Preferences screen.
view a reason code definition	Highlight a displayed reason code. Select View from the Actions menu or click the View icon () to open the View Cancel Order Reason Code or View Reject Order Reason Code window. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields.

Fields at the Order Reason Codes screen

Field	Description
Order Reason Code Description	The description of the reason code. The description can be from 1 to 128 positions long and can include spaces and special characters.
Order Reason Code	The name of the reason code. The name can be from 1 to 30 positions long and can include spaces and special characters. The code identifies a reason to: reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order cancel a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order automatically cancel an unclaimed pickup or ship-for-pickup order, if the code is specified in the Auto Cancel Reason field at the Preferences screen. The code name can be from 1 to 30 positions long and can include spaces and special characters.
Active	Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling or rejecting an order or line. Select Yes or No to display reason codes that match your selection.

Field

Description

Order Reason Code Description

The description of the reason code. The description can be from 1 to 128 positions long and can include spaces and special characters.

Order Reason Code

The name of the reason code. The name can be from 1 to 30 positions long and can include spaces and special characters.

The code identifies a reason to:

reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
cancel a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
automatically cancel an unclaimed pickup or ship-for-pickup order, if the code is specified in the Auto Cancel Reason field at the Preferences screen.

The code name can be from 1 to 30 positions long and can include spaces and special characters.

Active

Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling or rejecting an order or line.

Select Yes or No to display reason codes that match your selection.

Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows

All fields are enterable at the Create Order Reason Codes window. All fields except the Order Reason Code are enterable at the Edit Cancel Order Reason Code or Edit Reject Order Reason Code window. All fields are display-only at the View Cancel Order Reason Code or View Reject Order Reason Code window.

Field	Description
Order Reason Code Description	The description of the reason code. Can be up to 35 positions. Required when creating or editing a reason code.
Order Reason Code	The code identifying the reason to: reject a delivery or pickup order, or a line on a delivery or pickup order cancel a pickup or delivery order, or a line on a pickup or delivery order automatically cancel an unclaimed pickup order, if Auto-Cancel Unclaimed Orders is enabled Your entry can be up to 30 positions. Required when creating a new code; otherwise, display-only.
Active	Indicates whether the reason code is available for selection by the store associate or manager when canceling or rejecting an order or line in Store Connect. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen

Field

Description

Order Reason Code Description

The description of the reason code. Can be up to 35 positions. Required when creating or editing a reason code.

Order Reason Code

The code identifying the reason to:

reject a delivery or pickup order, or a line on a delivery or pickup order
cancel a pickup or delivery order, or a line on a pickup or delivery order
automatically cancel an unclaimed pickup order, if Auto-Cancel Unclaimed Orders is enabled

Your entry can be up to 30 positions. Required when creating a new code; otherwise, display-only.

Active

Indicates whether the reason code is available for selection by the store associate or manager when canceling or rejecting an order or line in Store Connect.

Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen

Roles

Purpose: Use the Roles screen to work with user roles that control:

a retailer user’s access to screens and actions in Order Orchestration
a vendor user’s access to screens in the Vendor Portal (available if Use Vendor Portal is selected at the Tenant screen)

Admin user: An admin user has authority to all screens and does not need role assignment.

Making roles more or less specific: You can assign each user to one or more roles; for example, you can set up one role to control access to products and another role to control access to order inquiry, and assign a user to both of these roles if needed. You can also set up a single role to control authority to all systems-related options so that you can assign all authority to administrative users more easily.

Note:

The ability of a retailer user to generate specific reports is not controlled by role. For example, if a retailer user has authority to generate reports, but does not have authority to drop ship options, the user can still generate drop ship reports.

How to display this screen: Select Roles from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Roles authority can display this screen. See for more information.

Options at this screen

Option	Procedure
search for a role	The existing roles are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching roles: Optionally, enter a full or partial role description in the Role Description field. When you tab through this field, the displayed organizations are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `1`, the roles with descriptions starting with 123 or 157 are displayed. Optionally, enter a full or partial code in the Role Code field. When you tab through this field, the displayed roles are limited to those whose codes start with your entry, but that don’t need to match completely. Optionally, select a Role Type of Retailer or Vendor to display roles of the selected type. See Roles Screen Fields for more details. Sort displayed roles: You can also sort the displayed roles by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
create a new role	Select Add from the Actions menu or select the Add icon () to advance to the Role Details tab for the New Role screen. Enter the description of the role in the Role Description field. The description can be from 1 to 40 positions long, and can include spaces and special characters. Enter the role code in the Role Code field. The role code can be 1 to 20 positions long, can include spaces and special characters, and must be unique within Order Orchestration. Optionally, select the Vendor User Role flag to create a role for use in the Vendor Portal. Note that this flag is available only if the Use Vendor Portal flag is selected at the Tenant screen for the current organization. If you select this flag, you have the option to also select the Default Vendor Role for Vendor User Flag, indicating whether to use this role for the assignment of authority to new vendor users. See the descriptions below under Role Details Fields for more information. Note that as you complete each tab with one or more entries, its title is displayed with a green check mark. Select Next to advance to the Menu Authority tab for the New Role screen, where you can select the feature and menu authority settings to apply to users assigned to the role. The features and menus vary depending on whether you selected the Vendor User Role flag at the previous tab. At this tab, individual feature and menu authority assignments are grouped under different menu headings. See the Menu Authority Fields, below, for details. To assign or remove authority to an individual feature or menu option, such as Invoice Inquiry in the Inquiry group, use the Allow flag. To assign or remove authority to an entire group of features or options in a group, such as the Inquiry group, select Allow or Exclude All. If you are creating a vendor role, select Done to finish and create the role after you have selected at least one feature or menu authority option. Otherwise, if you are creating a retailer user role, you can advance to the Assigned Users tab once you have selected at least one feature or menu authority option. Use this tab to select each user that should have the authority assignments defined for the new role. Use the Allow flag to assign a user to the role. Optionally, enter a full or partial user name in the filter field above the user IDs to filter the displayed users to those whose IDs or names contain your entry. Note that it is not necessary to assign users when you are creating a retailer role. You can assign users later. See the Assigned Users Fields for more information. Select Done to finish and create the role. Note that after completing the Role Details and Menu Authority tabs, you can use the Previous or Next buttons to display each of the other tabs, or select Done to complete your entry and create the role.
update feature or menu authority for a role or change the role description.	Highlight a displayed role. Select Edit from the Actions menu or click the Edit icon () to advance to the Role Details tab for the selected role. Optionally, change the Role Description displayed under Role Details. Because you cannot change the Vendor User Role setting, you cannot change an existing retailer role to a vendor user role, or vice versa. See Role Details Fields, below, for details on fields. Select the Menu Authority heading. Optionally, expand a Feature/Menu Option, such as Inquiry or Foundation Data to display the included features. See Menu Authority Fields, below, for details on fields; and see above for options in how to select an individual feature or menu option authority, or selecting the entire menu group. Change the Allow settings for a feature, or use the Allow or Exclude All options to allow or exclude all features for the Feature/Menu option. Select Done to save your changes.
update users assigned to a role	Highlight a displayed role. Select Edit from the Actions menu or click the Edit icon () to advance to the Role Details tab for the selected role. Highlight Assigned Users. Use this tab to select each additional user that should have the authority assignments defined for the role, or to deselect users. See Assigned Users Fields for more information. Use the Allow flag to assign a user to the role. Optionally, enter a full or partial user name to filter the displayed users to those that contain your entry. See Assigned Users Fields, below, for details on fields. Select Done to save your changes.
view a role	Highlight a displayed role. Select View from the Actions menu or click the View icon () to advance to the Role Details tab for the selected role. You can advance through the Role Details, Menu Authority, and Assigned Users tabs by clicking the title of each tab. See Role Details Fields, Menu Authority Fields, and Assigned Users Fields, below, for details on fields.
delete a role	Highlight a displayed role. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the role. Note: You can delete a role regardless of whether there are assigned users. When you delete the role, the role assignment is deleted for all currently assigned users.

Roles Screen Fields

The fields available at the Roles screen are described below.

Field	Description
Role Description	The description of a role. Role names can be 1 to 40 positions in length. The name can include special characters and spaces.
Role Code	The unique code identifying the role. Role codes can be from 1 to 20 positions in length and must be unique in Order Orchestration; however, you can create role codes that use the same letters with a different case, such as role01 and ROLE01.
Role Type	Indicates whether the role can be assigned to Retailer user or a Vendor user.
Menu Authorities	Indicates the number of Menu Authority options are allowed for the role. See Menu Authority Fields for a list of possible authority options.

Role Details Fields

These fields are displayed at the first tab when you are creating a new role, or when you are reviewing or updating an existing role.

Note:

The words “Vendor Portal” are displayed next to the role name at the top of the screen if the Vendor User Role was selected when the role was created; otherwise, the words “Order Orchestration” next to the role name indicates that the role applies to retailer users.

Field	Description
Role Description	The description of a role. Role names can be 1 to 40 positions in length. The name can include special characters and spaces. Required.
Role Code	The unique code identifying the role. Role codes can be from 1 to 20 positions in length and must be unique in Order Orchestration; however, you can create role codes that use the same letters with a different case, such as role01 and ROLE01. Required.
Vendor User Role	Select this flag when creating a role to indicate that the role will control authority to the Vendor Portal. Note that this flag is available only if the Use Vendor Portal flag is selected at the Tenant screen for the current organization. When you select this flag, the Default Vendor Role for Vendor User flag is displayed.
Default Vendor Role for Vendor User	Select this flag to indicate that the role is the default to assign to vendor users. Displayed only if the Vendor User Role flag is selected.

Menu Authority Fields

The Feature/Menu authority fields are displayed at the second tab when you are creating a new role, or by selecting Menu Authority when you are updating or reviewing an existing role. Note that different features and menus are displayed depending on whether you are working with a retailer role or a vendor role.

Note:

Menu Authority Title: The number of allowed options is displayed next to the Menu Authority title, for example: Menu Authority (20).

Type of Secured Feature	Feature Description	Controls Access To Screen or Window and Subsequent Screens and Windows:
Eligible or Allowed User Authority: Retailer Roles	Retailer features listed below are available if the Vendor User Role flag is not selected for the role at the Role Details tab.
Inquiry	Invoice Inquiry	Invoice Inquiry
	Invoice Maintenance	Approve Invoice and Reject Invoice Note: Authority to Invoice Inquiry is also required for a user to advance to the Invoice screen via the Invoice Inquiry screen.
	Order Inquiry	Order Inquiry
	Order Maintenance	Order: ability to edit Edit Order Item: if not authorized, advance instead to Browse Order Item Note: Authority to Order Inquiry is also required for a user to advance to the Order screen via the Order Inquiry screen.
	Purchase Order Inquiry	Purchase Order Inquiry
Foundation Data	Attribute Definitions	Attribute Definitions Note: This authority is not required to advance to the Product Attributes or the Location Attributes screen. These screens are available to users with Products or Locations authority.
	Boxes	Boxes
	Brands	Brands
	Carriers	Carriers
	Location Types	Location Types
	Manage External Services	External Services
	Order Reason Codes	Order Reason Codes
	Organizations and Preferences	Organizations and Organizations and Preferences, including the Order Orchestration Preferences, Drop Ship Preferences, and Store Connect Preferences screens.
	Roles	Roles
	Users	Users
Locations	Fulfillment Zones	Fulfillment Zones
	Location Bulk Updates	Location Bulk Updates
	Locations	Locations
	Order Broker Preference Overrides	Order Orchestration Preference Overrides
	Vendors	Vendors
Products	Probability Locations	Probability Location
	Probability Rules	Probability Rules
	Probable Quantity Location	Probable Quantity Location
	Probable Quantity Rules	Probable Quantity Rules
	Products	Products
Reports	Run Reports	Run Reports
	Schedule Reports	Schedule Reports
	View Reports	View Reports
Systems	Event Logging	Event Logging
	File Storage History	File Storage History
	Manage External Application Service	Manage External Application Access
	Proximity Uploads	Proximity Uploads
	Reschedule All	The Reschedule All option at the View Active Schedules screen
	Schedule Jobs	Schedule Jobs
	Systems	Systems
	Tenant	Tenant (advance to the Tenant (retailer information) screen unless you are an admin user, in which case you automatically have authority to advance to the Tenant screen)
	Vendor User Profiles	Vendor User Profiles
	View Active Schedules	View Active Schedules, View Sales Order Data Extract Job History, Incremental Imports History, Product Imports History
	View Job History	View Job History
	Web Service Authorization	Web Service Authorization
Eligible or Allowed User Authority: Vendor Roles	Available if Use Vendor Portal is selected at the Tenant screen and the Vendor User Role flag is selected for the role at the Role Details tab.
Vendor Portal	Get Purchase Orders	Get Purchase Orders
	Integrated Shipping	Integrated Shipping
	Invoice Creation	Invoice Creation Invoice # field at Purchase Order Shipping screen Invoice Upload
	Invoice Inquiry	Invoice Inquiry
	Invoice Maintenance	Invoice: ability to edit Edit Invoice Detail: if not authorized, advance instead to Browse Invoice Detail
	Invoice Upload	Invoice Upload
	Preferences	Vendor Configuration
	Purchase Order Changes	Purchase Order Change Requests
	Purchase Order Inquiry	Purchase Order Inquiry
	Purchase Order Maintenance	Purchase Order Maintenance
	Purchase Order Shipping	Purchase Order Shipping
	Purchase Order Shipping Upload	Purchase Order Shipping Upload
	Select Purchase Orders	Select Purchase Orders
	View Printed Pack Slips	View Printed Pack Slips
	Void / Reprint Pack Slip	Void / Reprint Pack Slip

Assigned User Fields

The Assigned User fields are displayed at the third tab when you are creating a new role, or by selecting Assigned Users when you are updating or reviewing an existing role.

Note:

This tab not available for a vendor role.
The words “Order Orchestration” next to the role name indicates that the role applies to retailer users.

Assigned Users Title: The number of assigned users is displayed next to the Assigned Users title, for example: Assigned Users (257). This total is updated after you save your selections by clicking Done.

This tab includes the following fields:

User ID: A unique ID to identify a user. The user ID is always lowercase. Display-only; however, optionally, you can search based on user ID by entering a full or partial ID to display user IDs that contain your entry.
Name: The user’s name. Display-only.

If the user’s name as been anonymized, it is displayed as 3 asterisks (***).
Allow:
- When creating or updating: Optionally, use this flag to assign the role to the user or to remove.
- When displaying: Set to Yes if the user has authority to the role; otherwise, set to No.

Delivered Roles

Delivered retailer user roles: The following retailer roles are delivered with Order Orchestration:

System Administration: Includes authority to all available menu options.
System Configuration: Includes authority to:
- Inquiry (orders): All authority included.
- Locations: All authority included.
- Products: All authority included.
- Reports: All authority included.
Authority to Systems options and Foundation Data options are not included with this role.

Order Maintenance: Includes authority to the Order Inquiry and Order Maintenance. Also, includes authority to run and view all reports.
Order Inquiry: Includes authority to the Order Inquiry and authority to run and view all reports.
Drop Ship Coordinator: Includes authority to:
- Inquiry: Purchase Order Inquiry, Invoice Inquiry, and Invoice Maintenance.
- Foundation Data: Boxes, Brands, Carriers, and Organizations and Preferences.
- Products: Products. Additional Products authority (Probable Quantity Location, Probable Quantity Rules, Probability Location, and Probability Rules) is not delivered.
- Locations: Vendors.
- Reports: Run, View, and Schedule Reports.
- Systems: Vendor User Profiles.

Delivered vendor user role: The default vendor role, identified by the Default Vendor Role for Vendor User flag, controls the authority to assign when creating new vendor users. Delivered with Order Orchestration.

Users

Purpose: Use the Users screen to review or update users, including updates to:

name, locale, or email address
role assignment
organization assignment
access to Store Connect, and Store Connect location assignment

Users anonymized? If a user has been anonymized, asterisks are displayed as the user’s name and email address.

Anonymized users can still log into Order Orchestration or Store Connect and retain their current authority unless they are deactivated.

See Anonymizing Data for background.

Vendor user profiles: See the Vendor User Profiles screen for information on working with vendor user profiles that control authority to the Vendor Portal.

Web service users: See the Web Service Authorization screen for information on working with user profiles used for web service authentication.

Creating users: See Import users from IDCS or OCI IAM.

Store Connect enabled? Options related to Store Connect are available only if Use Store Connect is selected at the Tenant screen.

How to display this screen: Select Users from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Users authority can display this screen. See Roles for more information.

Options at this screen

Option	Procedure
search for a user	Use any combination of the fields at the top of the screen to restrict the search results to matching user records: Enter a full or partial User ID to restrict your results to user ID’s starting with your entry. Enter a full or partial Name to restrict your results to user records whose names start with your entry. You can’t search by name for a user who has been anonymized. Set the Active flag drop-down box to Yes or No to restrict your results to users that match your selection, or leave this field unselected to search for user records regardless of this setting. Filtering is not currently enabled for the Access flag setting, indicating whether the user has access to Order Orchestration, Store Connect, or both. Case: The enterable fields on this screen are case-insensitive for searching; for example, an entry of `j` matches both `John` and `john`.
update an existing user	Highlight a displayed user. Select Edit from the Actions menu or click the Edit icon () to advance to the User Details tab for the selected user. Note that the user’s name and access (Order Orchestration, Store Connect, or both) are indicated in the screen title. Update User Details fields: Optionally, change the Locale, Name, Email Address, or Active flag setting. Deactivate user? Note that clearing the Active flag setting will disable the user from Order Orchestration or Store Connect. If someone attempts to log in using an inactive user ID, the login screen displays an error: `Log in failed.` See User Details Fields, below, for details on fields at this tab. Update assigned roles: Advance to the Roles tab by selecting the Roles title at the top of the screen. Optionally, enter a full or partial Role description in the filter field above the list of roles to filter the displayed retailer roles. Optionally, use the Enable Role flag to enable or disable a role for the user. See Roles Fields, below, for details on fields at this tab. Note that the admin user automatically has all authority, so does not require role assignment. Update assigned organizations: Advance to the Organizations tab by selecting the Organizations title at the top of the screen. Optionally, enter a full or partial organization description in the filter field above the list of organizations to filter the displayed organizations. Optionally, use the Allow flag to enable or disable access to an organization for the user. A user can have access to multiple locations. Optionally, use the Default Organization flag to select the default organization for the user. When the user advances to Modern View, this organization is displayed at the top of the screen. Also, data for this organization, such as orders, products, and locations, is displayed by default for the user in Classic View. Note that selecting a default organization deselects the current default organization for the user. If the user has access to only one organization, it is automatically set as the default. See Organizations Fields, below, for details on fields at this tab and possible updates. Update Store Connect locations: If Store Connect is enabled, advance to the Store Connect tab by selecting the Store Connect title at the top of the screen. Note: If you assign a Store Connect location to a user that did not previously have Store Connect access, this access is added to the user. Optionally, select a different organization from the Organization drop-down to display the Store Connect locations for that organization, and optionally assign access to one or more store locations for the user. It is not necessary for the user to have authority to an organization, as selected at the Organizations tab, for the user to have authority to store locations in the organization as a Store Connect user. Note: Selecting a different organization for Store Connect clears all existing location assignments for the user in the previous organization. Optionally, change the location assignments for the user in the currently displayed organization. See Store Connect Fields, below, for details on fields at this tab and possible updates. Select Done to apply your changes.
view a user	Highlight a displayed user. Select View from the Actions menu or click the View icon () to advance to the User Details tab for the selected user. You can advance through the User Details, Roles, Organizations, and Store Connect tabs by clicking the title of each tab. See User Details Fields, Roles Fields, Organizations Fields, and Store Connect Fields, below, for details on fields.
delete a user record	Highlight a displayed user. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the user. You cannot delete the default user. Also, deleting a user record here does not delete the user from IDCS or OCI IAM. See Identity Cloud User Synchronization for more information.

Users Screen Fields

Field	Description
User ID	A unique ID to identify a user. The user ID can be up to 255 positions in length. The user ID is always lowercase. Case-insensitive for searching.
Name	The user’s name. Names can be up to 255 positions in length. If a user has been anonymized, asterisks are displayed as the user’s name. In this case, you can’t search by name. Case-insensitive for searching; for example, an entry of `j` matches both `John` and `john`.
Active	Use this flag to filter search results based on whether the users can currently log into Order Orchestration or Store Connect, or both, depending on the user’s access. Select: Yes to display users who can log into Order Orchestration or Store Connect No to display users who can’t log into Order Orchestration or Store Connect If someone attempts to log in using a deactivated user ID, the login screen displays an error: `Log in failed.`
Access	Indicates whether the user is configured for access to Order Orchestration, Store Connect, both, or neither.

User Details Fields

These fields are displayed at the first tab when you are reviewing or updating a user. Use this tab to review or update basic information about the user.

Field	Description
User ID	A unique ID to identify a user. The user ID can be up to 255 positions in length. Always lowercase. The user ID is always lowercase. Display-only.
Locale	Controls the date, time, or number formats displayed on screens. Note that the language displayed on screens is defined by the locale appended to the URL (for example, `?locale=fr`). See Valid Locales and Associated Data Formats for a list of valid locales. Defaults to the locale assigned to the Order Orchestration or Store Connect user in IDCS or OCI IAM if the locale matches an existing locale in Order Orchestration. If a supported locale is not assigned to the user in IDCS or OCI IAM, Order Orchestration assigns a locale of English-United States (en_US) when a user is first created. Required.
Name	The user’s name. Names can be up to 255 positions in length. Note that changes to the user’s name here apply only in Order Orchestration, including Store Connect, only, but do not affect any other applications to which the user has access. Users anonymized? If a user has been anonymized, asterisks are displayed as the user’s name. Anonymized users can still log into Order Orchestration or Store Connect and retain their current authority unless they are deactivated.
Email Address	Must be in the format of name@host.ext. You cannot enter more than one email address. Depending on your selections at the Event Logging screen, Order Orchestration might generate an email to this email address if the user uploads proximity data; see that screen for more information. Note that changes to the user’s email address here apply only in Order Orchestration, including Store Connect, only, but do not affect any other applications to which the user has access. Asterisks are displayed if the user has been anonymized. Optional.
Active	Indicates whether the user can log into Order Orchestration or Store Connect, depending on their configuration. If someone attempts to log in using a deactivated user ID, the login screen displays an error: `Log in failed.`

Roles Fields

These fields are displayed at the second tab when you are reviewing or updating a user. Use this tab to review or update the roles assigned to the user.

If you add a new role assignment to a user who was not previously flagged for Order Orchestration access, this access is automatically assigned, generating a request to add the OBCS_User role in IDCS or OCI IAM; see Identity Cloud User Synchronization for background. Note, however, that removing assignment from a user does not remove Order Orchestration access.

Field	Description
Role	The description of a role. Role names can be 1 to 40 positions in length. See Roles for more information on roles. Optionally, enter a full or partial role description in the search field to display roles whose descriptions contain your entry.
Role Type	Set to Retailer.
Menu Authorities	Indicates the number of Menu Authority options that are allowed for the role. See Menu Authority Fields for a list of possible authority options.
Enable Role	Optionally, select this flag to provide the role authority to the user. Note that the admin user automatically has all authority, so does not require role assignment.

Organizations Fields

These fields are displayed at the third tab when you are viewing or updating a user. Use this tab to review or update the organizations assigned to the user.

No organizations allowed? The tab indicates if the user is not currently assigned to an organization. Even if the user is flagged as Active, assignment to an organization is required to use Order Orchestration or Store Connect.

Illustrates the tab titles and message when the user is not assigned to any organizations.

Field	Description
Organization Description	The description of the organization. Optionally, enter a full or partial organization description in the search field above the descriptions to display organizations that contain with your entry.
Organization Code	The code identifying the organization.
Allow	Select this flag for an organization to provide the user with access to the organization. A user can have access to multiple organizations.
Default Organization	Use the Default Organization flag to select the default organization for the user. This change is effective the next time the user logs in. When the user advances to Modern View, this organization is displayed at the top of the screen. Also, data for this organization, such as orders, products, and locations, is displayed by default for the user in Classic View. Note that selecting a different default organization deselects the current default for the user.

Store Connect Fields

These fields are displayed at this tab when you are viewing or updating a user. Use this tab to review or update the organization, and the Store Connect locations for the organization where the user can log in. Note:

If you change the organization assignment for a user who was previously assigned to one or more Store Connect locations, all locations previously assigned to the user in the previous organization are cleared.
If you add a new organization and location assignment to a user who was not previously flagged for Store Connect access, Store Connect access is automatically assigned, generating a request to add the OBCS_Store_User role in IDCS or OCI IAM; see Identity Cloud User Synchronization for background. Note, however, that removing assignment from a user does not remove Store Connect access. Also, note that a user can be associated with only one Store Connect system.
An alert icon indicates if no store locations are assigned to the user, regardless of whether the user is flagged for Store Connect access, and the tab displays a message indicating that no Store Connect locations have been assigned.
This tab is displayed only if Use Store Connect is selected at the Tenant screen.
No locations are listed if you have not yet defined locations for the Store Connect system in the organization.

Field	Description
Organization	The organization that includes the Store Connect locations where the user has access. Select a new organization from the drop-down if you are assigning store locations to the user for the first time. Optionally, select a different organization if you need to remove any previously assigned locations for the user and instead assign the user to locations in a different organization. The locations displayed below are those associated with the selected organization. See the New Location screen for details on the following fields.
Location	A location that the user can log into when using Store Connect. Displayed as 123 — Sample Location, where 123 is the location code and Sample Code is the location name. Note that if the default unfulfillable location is listed, you should not assign it to a Store Connect user. Optionally, you can use the search field above the list of locations to restrict the displayed locations to those whose names contain your entry.
City	The city where the location is located.
State/Province	The state or province where the location is located.
Postal Code	The postal or zip code of the location’s address.
Region	The region defined for the location. Informational.
Allow	Select this flag for a location to provide the Store Connect user with access to the location. A Store Connect user can have access to multiple locations.