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34 Edit Order Line

Purpose: Use the Edit Order Line panel to update an order line on an order.

How to display: Select the Edit option from the actions menu (Illustrates the actions menu) for an order line on the Order Lines Panel of the Order Summary panel.

To edit an order line:

  • The order cannot be currently locked by another user, the system, or another session,
  • The order line status must be open or held and cannot have a printed quantity,
  • The order line cannot be brokered,
  • If the order line contains a set component item, you must have authority to the Set Component Maintenance (J01) secured feature,
  • The order cannot be received from Order Orchestration (delivery or pickup), based on the Broker Delivery Type,
  • The order cannot be a store pickup order, based on the Broker Delivery Type.

In this topic:

For more information:

Price Override Limit Percent

Purpose: The Price Override Limit Percent (E55) system control value defines the percentage of the price override limit you can enter for items. The system uses the price defined in the item/offer to determine whether the price override exceeds the percentage. The override limit applies only to prices that are lower than the item/offer price. This is helpful in reducing the possibility of fraud by order entry operators.

Override Price Override Limit Authority

The Override Price Override Limit (A64) secured feature controls the ability to override the percentage defined in the Price Override Limit Percent (E55) system control value.

If you do not have authority to this secured feature, and:

  • The price override exceeds the Price Override Limit Percent (E55), the system displays an error message if the entered price is less than the percentage allowed.
  • The price override does not exceed the Price Override Limit Percent (E55), the system processes the order line if you enter a price that does not exceed the percentage.

If you have authority to this secured feature, and:

  • The price override exceeds the Price Override Limit Percent (E55), the system processes the order line and writes a W order transaction history record for the price override. The W transaction history record shows you the line on the order where a price override occurred, the price override amount and the user ID of the person who performed the price override.
  • The price override does not exceed the Price Override Limit Percent (E55), the system processes the order line.

Price Override Example

The system uses the following calculation to determine the percentage of the price override:

(offer price - price override entered) / offer price * 100 = price override percentage

price override percentage = 10%

offer price = $40.00

price override = $35.00

(40.00 - 35.00) = 5.00

5.00/40.00 = .125

.125 * 100 = 12.50 (12.50 exceeds the 10% price override)

Edit Order Line Options

Purpose: You can perform the following actions on the Edit Order Line panel. The edit option is available regardless of how the line was added to the order.

Note:

The system creates an order transaction history message only if you change the order line quantity.

For more information:

Update Quantity Ordered

  1. Update the quantity in the Quantity Ordered (Order Line Quantity Ordered) field.

    If you enter a number that is lower than the current order line quantity, you need to also select a Cancel Reason. This action can trigger the generation of the Cancellation Email; see Cancel Order Line for background.

    If the item on the order line has partially shipped, the Quantity Ordered field is display-only.

  2. Optionally, use the Recalculate Shipping setting to indicate if you wish to recalculate shipping for the item based on changes to its quantity or price.

  3. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • You enter a quantity that is less than the current order line quantity.

    • You enter a negative quantity.

    • You enter a quantity that is greater than the quantity in the Maximum Order Quantity (C60) system control value and you do not have authority to the Allow Maximum Order Quantity Override (A70) secured feature.

    • You leave the Quantity Ordered field blank.

  4. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made. The system creates an order transaction history message when you change the order line quantity.

If the new quantity now qualifies for an accompanying item defined for the Item Offer or SKU Offer, the accompanying item is added to the order.

Note:

If you lower the order line quantity using more than one cancel reason code, the order line Cancellation Email, if generated, lists the entire quantity canceled during the current session. For example, the customer indicates that there was a keying error that resulted in reducing the order line quantity from 50 to 15; also, the customer wants to now reduce the order line quantity to 10. The email indicates a cancel quantity of 40, even though quantities of 35 and 5 were canceled using different cancel reason codes.

Update Price

These options are available only if you have authority to the Price Overrides (A23) secured feature and if the item on the order line has not been fully or partially shipped.

  1. Update the price defined in the Price (Order Line Price) field, or select the No Charge field.
  2. Enter a price override reason in the Price Override Reason field.
  3. Optionally, use the Recalculate Shipping setting to indicate if you wish to recalculate shipping for the item based on changes to its quantity or price.

  4. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • You enter a negative price for the order line, regardless of the setting of the Allow Negative Prices in Order Entry (E97) system control value.

    • You enter a price that is greater than the limit defined in the Price Override Limit Percent (E55) system control value if you do not have authority to the Override Price Override Limit (A64) secured feature.

    • You enter a price that is greater than the price in the Maximum Order Line Value (E98) system control value and you do not have authority to the Allow Maximum Order Line Value Override (A69) secured feature.

    • You do not define a price override reason.

    • You select the price override reason that is defined in the Price Override Reason for Promotions (K45) system control value.

    • You select the price override reason that is defined in the Price Table Level Override Code (E05) system control value.

    • You select the price override reason that is defined in the Price Override Reason for Price Matrix Customer Specials (K42) system control value.

  5. If the update passes validation, the system returns you to the previous page and displays a message indicating the update was made.

    • The system displays the new price for the order line.

    • To the left of the unit price, is the offer price with a strikethrough. The offer price with strikethrough only appears if the offer price is greater than the unit price and Display Order Line Discount Message (F01) system control value is selected.  If F01 is not selected or the offer price is less than unit price, then only the unit price is shown. When F01 is selected and an offer price with strikethrough is shown, this is meant to represent the customer received a discount on this item.

    • If the price is set to 0, the system flags the order line as No Charge.

Update Offer

  1. Select an offer from the Offer drop-down field.

    The Offer field displays only offers whose start date is less than or equal to the current date and whose end date is greater than or equal to the current date.

    You cannot change the offer if any shipments have been made on the line.

  2. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • The offer you enter does not use the same freight and pricing methods as the previous offer defined for the order line.

    • Special handling is defined for the item on the order line and the offer does not allow special handling.

    • The source code assigned to the item is not valid for the new offer.

  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

When you update the offer, the system may reprice the item, determine whether the item is eligible for personalization or gift wrapping, validate the type of personalization, and update the personalization and gift wrapping charges, if any.

Note:

The Offer field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Apply a Coupon to the Item

  1. Select the Coupon (Order Line Coupon) field.
  2. Enter a coupon amount in the Coupon Amount (Order Line Coupon Amount) field. If the item on the order line has partially shipped, the Coupon Amount field is display-only.
  3. Select the Update Order Line option. The system validates your entry. An error message displays if the coupon amount you enter is greater than or equal to the current price.
  4. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made. The dollar amount of the coupon will be subtracted from the price of the item and *Coupon Item Price will be assigned to the order line as the pricing method.

For a coupon to be applied to an item, the Pricing Values (B31) in the System Control table must use the COUPON/ITEM pricing method (or it should be near the top of the pricing hierarchy) or you should use Best Way Pricing (A78) so that the system can give the item to the customer at the lowest available price.

Note:

The Coupon and Coupon Amount fields display only if they are selected for display in the Work with Contact Center (WWCC) menu option.

Update the Gift Wrap Setting

  1. Update the Gift Wrap setting.

    • Select the Gift Wrap setting to indicate the item on the order line should be gift wrapped.

    • Deselect the Gift Wrap setting to indicate the item on the order line should not be gift wrapped.

    • If the item on the order line has partially shipped, the Gift Wrap field is display-only.

  2. Select the Update Order Line option. The item/offer or SKU/offer record determines whether the item is eligible for gift wrapping.
  3. If the update is successful, the system returns you to the previous page.

Note:

The Gift Wrap field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Update the Affect Inventory Setting

  1. Update the Affect Inventory setting.

    • Select the Affect Inventory setting to indicate the item reduces inventory.

    • Deselect the Affect inventory setting to indicate the item does not reduce inventory.

    • The Non inventory field in the Item table determines which value defaults in this field.

    • You cannot change the Affect Inventory flag for a drop ship item.

    • If the item on the order line has partially shipped, the Affect Inventory field is display-only.

  2. Select the Update Order Line option. The system validates your entry.
  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

If this field is unselected, the system will not perform pick slip preparation for the item if all other items on the order are backordered; when one or more backordered items are available, the system will perform pick slip preparation for the non-inventory item as well as for the available item(s).

Update User Hold Setting

  1. Update the User Hold setting.

    • Select the User Hold setting to place the order line on hold. Only open, unprinted order lines are eligible to be held.

    • Deselect the User Hold setting to release the order line from hold.

    The User Hold field is display-only if you do not have authority to the O/E Hold, Release Order Lines (A46) secured feature or the item on the order line has partially shipped.

  2. Select the Update Order Line option.
  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

When you place an order line on hold, the order line status changes to held (H) and the item will not be eligible for pick slip preparation until you release the line.

Update Arrival Date

  1. Update the date in the Arrival Date field. This is the date when the customer wants to receive the order.

    If the item on the order line has partially shipped, the Arrival Date field is display-only.

  2. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • The date is invalid.

    • The arrival date is earlier than the order date.

  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

Note:

The Arrival Date field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

If you enter a 4-digit number in a date field, your entry is interpreted as the year, and the current day and month are filled in. For example, if you enter 2022 and the current date is April 1, the date is filled in as 4/1/2022, depending on the date format for your locale.

Update Cancel Date

  1. Update the date defined in the Cancel Date field.
  2. Select the Update Order Line option. The system validates your entry. An error message displays if the date is invalid.
  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

Note:

  • Updating the cancel date is the only action you can perform against an order line that has partially shipped.
  • The Cancel Date field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

  • If you enter a 4-digit number in a date field, your entry is interpreted as the year, and the current day and month are filled in. For example, if you enter 2022 and the current date is April 1, the date is filled in as 4/1/2022, depending on the date format for your locale.

Update Priority Setting

  1. Enter a number in the Priority (Backorder Priority) field between 0 and 9.

    If the item on the order line has partially shipped, the Priority field is display-only.

  2. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • The number is greater than 9.

    • The number is a negative number.

  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

Note:

The Priority field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Update Coordinate Group Setting

  1. Enter a number in the Coordinate Group field between 0 and 999.

    If the item on the order line has partially shipped, the Coordinate Group field is display-only.

  2. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • The number is greater than 999.

    • The number is a negative number.

  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

The system does not perform pick slip preparation for items on the order with the same coordinate group number unless inventory is available for all of the items.

Note:

The Coordinate Group field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Update Ship Via

  1. Select a ship via from the Ship Via drop-down field.

    • If the current ship via assigned to the order is Express Bill, the Ship Via field displays only ship vias with a billing code of Express Bill (E).

    • If records exist in the Reserved Order Line table for the order line, the Ship Via field does not include ship vias with a billing code of Express Bill (E), Pick up (P), or Take (T).

    • If the order is a quote, the Ship Via field does not include ship vias with a billing code of Express Bill (E), Pick up (P), or Take (T).

    • Only ship vias that are valid for the SCF of the shipping address and for the item are available for selection.

    • The Ship Via field is display-only if the item on the order line has partially shipped.

  2. Select the Update Order Line option. The system validates your entry. An error message displays if:

    • The ship via is not a valid ship via for the ship-to postal code.

  3. If the update is successful, you return to the previous page and a message indicates that the update was made.

    • The item will ship by the new shipper.

    • If you enter an express bill ship via code, the item immediately goes through billing. A pick slip does not print and no shipments occur for the item.

Note:

Entering an express bill ship via is not recommended in Contact Center, because you may not be able to successfully complete the order update.

Update the Recalculate Shipping Setting

  1. Update the Recalculate Shipping setting.

    • Select the Recalculate Shipping setting to recalculate shipping for the item based on changes to its quantity or price.

    • Deselect the Recalculate Shipping setting if you do not wish to recalculate shipping for the item based on changes to its quantity or price.

    • The setting of the Recalculate Shipping field defaults based on the setting of the Recalculate Freight Default (F62) system control value.

    • The Recalculate Shipping field is display-only if the order is a quote.

    • If the item on the order line has partially shipped, the Recalculate Shipping field is display-only.

  2. Select the Update Order Line option.
  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

Note:

The Recalculate Shipping field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Update Shipping Charge

  1. Select the Recalculate Shipping field to make the Shipping Charge field enterable.

  2. Update the amount in the Shipping Charge field. The Shipping Charge field is display-only if:

    • The source code for the item does not use a line level freight method of Flat Rate/Item, Flat Rate/Quantity, Flat Rate/Item, or Weight, or

    • The item on the order line has partially shipped.

  3. Select the Update Order Line option.
  4. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made. The system uses the new shipping charge for the item.

Update Warehouse

  1. Select a warehouse from the Warehouse drop-down field. If the item on the order line has partially shipped, the Warehouse field is display-only.
  2. Select the Update Order Line option. The system validates your entry. An error message displays if the item is not valid for the warehouse.
  3. If the update is successful, the system returns you to the previous page and displays a message indicating the update was made.

The system removes any existing inventory reservations for the order line and attempts to reserve the item on the order line in the new warehouse specified. If the item is not available in the warehouse specified, the system assigns this warehouse as the backorder warehouse for the unreserved quantity of the item on the order line.

Note:

The Warehouse field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Fields on Edit Order Line

Purpose: The following information displays on the Edit Order Line panel.

  • Item Description (unlabeled field below the Edit Order Line title)
  • Item ID (unlabeled field to the right of the Item Description)
  • SKU Description (unlabeled field below the Item Description and Item ID)
  • Quantity Ordered (Order Line Quantity Ordered)
  • Cancel Reason: Required only if you change the Quantity Ordered to a lower quantity.
  • No Charge
  • Price (Order Line Price). To set the price to zero, select No Charge.
  • Price Override Reason
  • Offer
  • Coupon (Order Line Coupon): The Coupon field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
  • Coupon Amount (Order Line Coupon Amount): The Coupon Amount field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
  • Gift Wrap: The Gift Wrap field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

  • Affect Inventory:

    • The Affect Inventory field is display-only if the item is a drop ship item.

    • The Affect Inventory field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

  • User Hold
  • Arrival Date: The Arrival Date field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
  • Cancel Date: The Cancel Date field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
  • Priority (Backorder Priority): The Priority field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
  • Coordinate Group: The Coordinate Group field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
  • Ship Via: The Ship Via field is display-only if the item on the order line has partially shipped. If the item requires a ship via override, only valid ship vias for the item are available for selection.

  • Recalculate Shipping:

    • The Recalculate Freight Default (F62) system control value controls the default setting of this field, but you can override this default.

    • The Recalculate Shipping field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

  • Shipping:

    • The Shipping Charge field is display-only if:

    • The source code for the item does not use a line level freight method of Flat Rate/Item, Flat Rate/Quantity, Flat Rate/Item, or Weight, or

    • The item on the order line has partially shipped.

  • Warehouse: The Warehouse field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

For more information: