1. Modern View Online Help
  2. Order Line Details

44 Order Line Details

Purpose: Use the Order Line Details page to review the details of an item on an order line, including:

  • The offer and source code assigned to the order line.
  • Whether the item is gift wrapped.
  • Entered, arrival, cancel, reserved, printed, and expected ship dates.
  • The ship via assigned to the item.
  • The warehouse assigned to the item.
  • The quantity of the item reserved, printed, shipped, returned, canceled, soldout, and confirmed.
  • Pricing information.
  • Order line totals.
  • Order line activity.
  • Item availability information.
  • Gift card information if the item is a gift card.
  • Order line messages.
  • Item/SKU comments.

How to display: In the Order Lines Panel of the Order Summary page, select the Order Line Details option from the actions menu (Illustrates the actions menu) for an order line.

For more information:

Order Line Details Options

Purpose: In addition to reviewing order line details, you can perform the following actions on the Order Line Details page.

Order Line Actions:

Order Actions:

For more information:

Review, Change, or Delete Personalization Details

In the Item Information Panel, select the Personalization (Special Handling) link for an item to advance to the Personalization Information window.

Note:

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

Sort Order Line Activity Records

You can sort on any column in the Order Line Activity Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Order line activity records first displays in this table in descending activity date, ascending activity type sequence.

Sort Inventory Information Records

You can sort on any column in the Inventory Information Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Item Warehouse records first display in this table in descending quantity available sequence.

Sort Gift Card Details

You can sort on any column in the Gift Card Details Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Gift cards first display in this table in ascending gift card number sequence.

Based on the user’s authority under the Display Full Gift Card Number (B26) secured feature, only the last four digits of the number may be displayed.

Filter Gift Card Detail Records

The Order Line Details page displays the first 15 gift card details for the order line.

The page provides an entry field below the Gift Card Details panel with the message Filter results. You can further refine the gift card details displayed in the Gift Card Details Table by entering one or more search terms found in any of the fields displayed in that table.

Example: Enter 500. The displayed gift card details include only those that include 500 in the amount or the last 4 positions of the gift card number. Next, enter a date of 1/28. Displayed results are now further restricted to gift card details that include both search criteria.

Matching records need to contain the search term, but do not need to start with the search term. For example, both 123.45 and 23.45 are matches for a search term of 23.

Filtering is across all results: The filtering is not restricted to the gift card details displayed on the first page of results. For example, if the gift card detail matching your entry is on the second page of results, this detail is displayed.

Additional information on filtering:

  • Only fields displayed at the Gift Card Details Table are available for filtering.
  • To filter based on issued date or email sent date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for a message entered on August 27.

Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.

Add an Order Line Message

Click Add Order Line Message above the Order Line Messages Table to open the Order Line Message window.

Update an Order Line Message

If you have authority under the Modify Existing Messages (A30) secured feature, you can edit a message in the Order Line Messages Table.

Optionally, select Edit from the actions menu (Illustrates the actions menu) for the message to open the Order Line Message window, where you can edit any fields for the existing message.

Delete an Order Line Message

If you have authority under the Modify Existing Messages (A30) secured feature, you can delete a message in the Order Line Messages Table.

Optionally, select Delete from the actions menu (Illustrates the actions menu) for the message. The message is deleted immediately.

Sort Order Line Messages

You can sort on any column in the Order Line Messages Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Order line messages first display in this table in descending message date sequence.

Filter Order Line Messages

The Order Line Details page displays the first 15 order line messages for the order line.

The page provides an entry field below the Order Line Messages panel with the message Filter results. You can further refine the order line messages displayed in the Order Line Messages Table by entering one or more search terms found in any of the fields displayed in that table.

Example: Enter pick slip. The displayed order line messages include only those that are flagged to print on the pick slip, or that include the words “pick slip” in the message. Next, enter a date of 1/28. Displayed results are now further restricted to order line messages that are both flagged to print on the pick slip and were entered on January 28.

Matching records need to contain the search term, but do not need to start with the search term. For example, both 123.45 and 23.45 are matches for a search term of 23.

Filtering is across all results: The filtering is not restricted to the messages displayed on the first page of results. For example, if the only order line message matching your entry is on the second page of results, this message is displayed.

Additional information on filtering:

  • Only fields displayed at the Order Line Messages Table are available for filtering.
  • Filtering is not case-sensitive. For example, you can enter pick or PICK to display messages flagged to print on the pick slip.
  • To filter based on entered date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for a message entered on August 27.

Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.

Sort Item/SKU Comments

You can sort on any column in the Item/SKU Comments Panel by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Item/SKU comments first display in this table in descending comment sequence. Any comments entered at the SKU level display for a SKU’d item; if there are no SKU-level comments, the item-level comments display.

Filter Item/SKU Comments

The Order Line Details page displays the first 15 item/SKU comments for the item on the order line. Only item/SKU comments that are flagged to display in a window are shown.

The page provides an entry field below the Item/SKU Comments panel with the message Type to filter. You can further refine the item/SKU comments displayed in the Item/SKU Comments Panel by entering one or more search terms found in the Comment field.

Filtering is across all results: The filtering is not restricted to the item/SKU comments displayed on the first page of results. For example, if the only item/SKU comment matching your entry is on the second page of results, this comment is displayed.

Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.

Review or Work with Order Messages or Order Notes

Select Messages at the top of the page to advance to the Messages page for the current order.

Review Order Summary

Select Order Summary at the top of the page to advance to the Order Summary page for the current order.

Review Order Activity

Select Order Activity at the top of the page to advance to the Order Activity page for the current order.

Review Refunds and Returns for the Order

Select Returns/Refunds at the top of the page to advance to Returns/Refunds page.

Review Invoices for the Order

Select Invoices at the top of the page to advance to the Invoices page.

Unlock the Order

Select Unlock Order above the page or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.

Note:

This option displays only if you have locked the order in the current session; it does not display if another user has locked the order. In this case, you can use the Unlock Order option if you have the required authority.

For more information: See Maintaining an Order for more information about locking and unlocking an order.

Fields on Order Line Details

Purpose: The following information displays on the Order Line Details page.

For more information:

Order Line Details Page Title

The following fields display in the page title. For example: Order 12345 | Ship-To 3 | Line 1, where 12345 is the order number, 3 is the order ship to number, and 1 is the order line number.

Item Panel

The Item panel contains the following information:

Item Information Panel

The Item Information panel displays additional details about the item on the order line.

  • SKU Description. Blank if the item does not have SKU’s.
  • Main Set Item: This field displays only if the item is a main set item.
  • Set: The item description and item ID of the associated main set item displays; for example: BATH SET (B123). This field displays only if the item is a set component item.
  • Personalization (Special Handling): Select this field to open the Personalization Information window. This field displays only if personalization is defined for the item on the order line, and only if the Personalization field is selected for display in the Work with Contact Center (WWCC) menu option.
  • Gift Wrap: Set to No if gift wrap is not selected for the order line.
  • Offer: The code and description are indicated.

  • Source: The source code displays for an order line only if:

    • The order entry operator entered a source code at the line level.

    • The Use Source Code from Order Header When Creating Order Lines (D73) system control value is selected.

    • The Load Source from Mailing History (D20) system control value is selected and the offer entered on the detail line is not associated with the source code on the order header, and the system found an associated source code in the customer's mail history.

    • In addition, the Source field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Item Availability Panel

The Item Availability panel displays additional reservation details about the item on the order line.

Note:

Item availability fields do not display for a main set item. Instead, a message indicates: Item availability is not applicable for main set items.

At A Glance Panel

The At A Glance panel displays links to other panels of the Order Line Details page :

Item Quantities Panel

The Item Quantities panel displays the various quantity information for the item.

Note:

Only the Shipped field is displayed for a main set item.

Item Pricing Panel

The Item Pricing panel displays how the item was priced and any discounts and tax that were applied to the item.

  • Price Method
  • Offer Price

  • Pre-Discount Price. This price is helpful when evaluating discounts applied by ORPE.

  • Customer Charged
  • Price Override Reason

  • Unit Price:

    • 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 valueis 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.

    • For set items, the unit price displays for the main set item and not the component items.

Order Line Totals Panel

The Order Line Totals panel displays the total price of the order line and other charges for the line.

Order Line Activity Table

The Order Line Activity table displays the type of activity performed against the item on the order line. Order line activity records initially display in descending activity date, ascending activity type sequence.

For each order line activity record, the system displays the following fields.

Inventory Information Table

The Inventory Information table displays inventory information by warehouse for the item on the order line.

Note:

The Inventory Information table does not display for a main set item.
  • Total Available: The quantity of the item available to sell across all warehouses.

The system displays item warehouse records in descending quantity available sequence. For each item warehouse record, the system displays the following fields.

Note:

Warehouses whose Viewable in O/E field is unselected do not display in this table.

Gift Card Details Table

The Gift Card Details table displays the details for a gift card item that has been purchased on the order.

Gift cards initially display in ascending gift card number sequence. The system displays the following fields for each gift card purchased:

Order Line Messages Table

The Order Line Messages table displays the messages defined for an order line.

Order line messages first display in descending message date sequence.

For each message, the system displays the following fields.

Item/SKU Comments Panel

The Item/SKU Comments panel displays any comments for an item or SKU that have the Print Code set to Window. Any comments entered at the SKU level display for a SKU’d item; if there are no SKU-level comments, the item-level comments display.

Item/SKU comments first display in descending comment sequence.