1 Feature Summary
The enhancements below are included in this release.
Column Definitions
| Smaller: These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal. |
| Medium: These UI or process-based features are typically comprised of field, validation, or program changes. Therefore the potential impact to users is moderate. |
| Larger: These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher. |
| Customer Action Required: Indicates if you must take action before these features can be used. These features are delivered disabled and you choose if and when to enable them. |
Order Administration: Order Orchestration Real-Time Status Updates
With this update, Order Administration now receives real-time status updates from Order Orchestration. As the status of line(s) change in Order Orchestration for requests where the originating system is Order Administration, a status update will be immediately sent to Order Administration.
The BROKER Integration Layer Process (IJCT) no longer includes requesting the current status for brokered orders in process from Order Orchestration. Previously, this included sending a status list call for: Acknowledged, Posted, Polled, Accepted, PartiallyFulfilledByStore, ReceivedByStore, InTransit and InTransitPolled.
Order Administration will always be listening for status updates from Order Orchestration and there is no configuration required. Records will continue to be written to the Order Broker History tables and can be displayed through Order Inquiry/Summary screens.
Note:
Upgrade AlertTo ensure no pending brokered order transaction status updates are lost, Order Orchestration must be upgraded before Order Administration, and the Order Administration Cloud Service System check box should not be selected. Before upgrading Order Administration, it is recommended to stop processing orders and status changes into OOCS and run a full status lookup cycle in OACS to ensure the latest status is received for all requests. It is recommended to contact your Oracle Representative for an upgrade checklist to follow for this process.
Refer to the Order Orchestration: Order Administration Real-Time Status Updates section for additional information.
Order Administration: Oracle Retail EFTConnect Payments
With this update, CyberSource GooglePay has been added to the list of supported EFTConnect wallet payment methods.
Order Administration: Modern View Contact Center Enhancements
With this update, the Contact Center has been enhanced to support additional features such as multiple ship-to addresses, address book, multiple phone numbers, and item availability lookup. To support these enhancements, some screens within Order Entry and Order Summary have been redesigned.
Note:
If the Require Salesrep # In Order Entry/Order Maintenance (E87) system control value is set to Yes, there must be at least one active Sales Representative configured in Work with Salesrep (WSLS). Otherwise, you cannot access Modern View Order Entry.
Order Entry Multiple Ship-To Addresses
Modern View Order Entry now supports both single and multiple ship-to addresses within one order. To achieve this, the Shipping and Review tab in Order Entry has been redesigned. The order entry summary panel has been enhanced to include a Ship-To component for each ship-to containing contact information and items.
Messages
The Messages icon has been moved into the Shipping tab within the Ship-To Details view for a specific ship-to. Within the Messages window, Order Notes apply to the entire order and show regardless of which ship-to you are on when opening the window and Messages apply to the specific Ship-To currently selected. All order notes stay with the order and are not removed when a ship-to is deleted.
Shipping tab
On the Shipping tab, the “Ship to Primary Address" and "Ship To Other Address" have been replaced with a single "Delivery" toggle option that is only displayed if Store Pickup is configured. If Store Pickup is not enabled, the default screen layout is that of Delivery.
When Store Pickup is enabled and the “Pick Up” toggle option is selected, a new “Select Store” button must be selected to open a drawer where you can search and select the Store to pick up the product. Once a store has been selected, the drawer will close, and the store will display in the left panel. To change the store, select “Edit”.
Each ship-to address is displayed in a component in the left Ship-To Address panel. Clicking Edit will open the Edit Ship-To drawer where you can change the contact information for the selected ship-to or change to a different ship-to type. You can:
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Select to edit the primary address details (same as the customer address)
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Select an existing address book entry or create a new entry that can be assigned as a ship-to on the order and saved to the customer for future use
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Select to enter or edit a one-time address for this order only
The Shipping tab now provides an +Add Ship-To button for additional ship-to addresses. Clicking this button opens the Add Ship-To drawer which allows you to create multiple ship-to addresses. You can:
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Select and add the primary address details (same as customer address)
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Select an existing address book entry or create a new entry that can be assigned as a ship-to on the order and saved to the customer for future use
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S elect to enter a one-time address for this order only
A badge is displayed to the right of the Ship-To name to identify the type of address: Primary Address, One-Time Address, or Address Book.
Initially, when another ship-to address is added, all items added to the order thus far are defaulted to ship-to 1 and the new ship-to will have no items for shipping.
Items tab
The number of items assigned for each ship-to (item count) is displayed next to the ship-to name in the ship-to address panel.
Items can be moved or copied between ship-to addresses from the Ship-To Items panel that were added manually by the user. Items added by the system are not able to be moved or copied.
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When a Set header is copied, the components will be added after the Review step.
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Items added by the system, such as accompanying items, and free gifts, will be added automatically after the Review step if the copied item qualifies.
Navigating back to the Items tab to add more items, now identifies which ship-to is currently selected and will add new items to that ship-to by default.
Review tab
The Review step layout has been enhanced to now show three components:
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Customer Information
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Order Information
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Ship-To Component for each ship-to containing an Items section
Order Summary panel
The Order Summary panel has been enhanced to include multiple ship-to addresses with expandable contact information and totals. Totals will only show on the Review and Payment tabs.
Coupons
If using the multiple ship-to functionality, coupons entered will be applied against each ship-to total. The qualification is at a ship to total, not at an order level. Additionally, one time use coupons will apply to all ship-to's on the order since it is passed with each one.
Apply Rewards
The Apply Rewards window now allows you to set the amount to apply for a specific award program across the ship-to addresses. The total amount entered across all ship-to addresses cannot exceed the balance of the award.
ORPE Integration
The Oracle Retail Promotion Integration (ORPE) has been enhanced to support multiple ship-to addresses on a single order including:
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Each Coupon Code (regular and serialized) entered in MV Order Entry will be passed with each Ship-To on the order and sent to ORPE applyDeals service per ship-to.
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Each Targeted Exclusive Promotions retrieved from ORCE during MV Order Entry will be passed with each Ship-To on the order and sent to ORPE applyDeals service per ship-to.
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Each Entitlement Coupon retrieved from ORCE and selected MV Order Entry will be passed with each Ship-To on the order and sent to ORPE applyDeals service per ship-to.
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Redemption for ORCE Serialized or Entitlement Coupons will be performed once per order for each unique code even if stored on multiple ship-to records.
Order Entry Address Book
Modern View functionality has been enhanced to support the ability to maintain an address book within order entry and the customer screen. This means you can select an existing customer address book, add a new address, edit an existing address, or delete an existing address and assign it as a ship-to through order entry. The address book is available when pulling up a customer record or directly whilst creating an order.
Any address book record that has been associated to an order cannot be deleted.
An already entered One Time Ship-To can be saved in the address book for future use.
Order Search Enhancements
With this update, additional search options have been added to the Search for Orders sections in Modern View.
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Order Status: Orders can now be searched using the Suspended order status and Error order status.
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Batch Number: Orders in an error batch can be searched by a specific batch number.
For orders in a Suspended or Error status, the order number is now a clickable link to display the order. This clickable link is also found when searching by customer or on the Recent Activity drop-down on the Home page. These orders may not have all required order details saved yet since a session was closed in the middle of entering the order. All information stored at the time the order link is clicked is displayed in the Order tabs.
Note:
Orders in suspended or error status due to closing the browser during order entry can be unlocked through the Modern View Order Unlock screen.Suspended Order Status
An order is suspended while it is being entered into the system. Thus, a Suspended status can occur when the browser is closed in Classic View while in the middle of creating an order. Orders in Suspended status are display-only, and no edits are allowed. This includes messages, additional charges, edits of any existing information, adding of new items or payments, and so on.
Error Order Status
An order is in error if it was received through the Order API and did not pass all order validation, or if the session where it was being created in Modern View Order Entry closed in the middle of creating an order.
If there is a batch number associated with the order, each order in Error status can be worked through in an attempt to resolve the error. If no batch number is associated with the order (can happen when the browser is closed in Modern View whilst creating an order), the order is display-only, and no edits are allowed.
Batch Number
Orders in error that are received from an external system are assigned to an error batch. Searching on Batch Number (maximum 5 numbers) and clicking Search returns all orders that are in that specific batch.
Note:
Batch Number must be configured in the Work with Contact Center (WWCC). Search by Order Information Fields section to display as a search field in Modern View.Order Error Handling
With this update, orders in an Error status, with a batch number associated, can now be deleted, edited for corrections, and resubmitted for processing through Modern View Order Summary. All order types allow editing if in an error batch.
Note:
Edit and delete actions are performed immediately upon confirming. Only when Unlock Order is clicked will the order be re-validated to remove individual errors.
A user must have ALLOW authority to the Allow Edit or Delete of Error Orders in Modern View secured feature, otherwise orders in an error batch are display-only.
A complete list of errors associated to the order can be viewed by clicking Error Details on the Order Summary tab. Each error type will identify a source for the specific level of error: Order, Ship-To Number or Ship-To Number and Line Number.
Errored orders can be reviewed and interactively worked through to fix the errors one by one.
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The single order can then be resubmitted or unlocked to re-validate for errors and if none, continue the order process and move to an Open status or refresh the error list.
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The Edit/Accept Order Error Batch process in Classic View will also perform the edits.
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Multiple fields were enhanced to allow edits to be made within error orders.
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During unlock or resubmit, Order Administration will remove all applied promotions from the order and perform a reprice evaluation.
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When ORPE is enabled, repricing logic will update pricing and only send orders with the already_eval_by_promo_engine=N to be re-evaluated by ORPE.
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When ORPE is not enabled, repricing logic will update pricing and re-evaluate Order Administration promotions/discounting.
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An entire order, individual ship-to (when more than one exists), or individual item line can be deleted and re-keyed to correct an error.
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Data either missing or invalid in Order Administration but set from an external system is visible within the Order screens but must be changed to a valid selection to correct the error.
Shipping Address Error Considerations
When correcting orders with shipping address errors, the type of ship-to address assigned during initial creation of the order will determine where to correct the data.
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When the ship to type is Address Book or Recipient Ship To, the ship to type will be converted to a one-time ship to during the submit process. Errors may continue to persist and will need to be corrected on the Recipient Customer record or in the Customer Address Book record directly. Once corrected, the order in error can be resubmitted.
Note:
The use of a different sold-to customer as a recipient (ship-to) on an order, also known as a recipient customer sold-to, has been deprecated and should be discontinued for new order creation options, including Modern View Order Entry and web services.-
When the Ship to is the same as the Primary Address (Sold To), the address error can be corrected by editing either the Ship To or the Sold To within Modern View. Select the edit icon, make the change to correct the address issue, and then unlock the order once complete.
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When the Ship to is a One Time Ship To (order level), address errors can be corrected by editing the Ship To within Modern View. Select the edit icon, make the change to correct the address issue, and then unlock the order once complete. The order will have been updated to an Open status.
Multiple Phone Numbers
With this update, multiple customer phone numbers can be added, edited, and displayed within:
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Order Entry
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Customer Order List
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Edit Customer Information
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Order Summary
Three types of phone numbers can be assigned but only one phone number can be added per phone number type. The type is shown in parenthesis after the phone number.
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Home phone number that is always displayed (even when not populated)
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Business phone number that also supports a phone extension
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Mobile or fax phone number as determined by the Third Phone Number Type (L53) system control value.
Previously, only the customer's day-time phone was shown. This number is now displayed as the home phone number.
If more than one phone number is defined for the sold-to customer and only one is shown such as in a one-time ship-to order, the system uses the above hierarchy to determine which phone number to display.
If less than three phone numbers are defined for the sold-to customer, the + Add Phone hyperlink displays to allow a phone number to be added. If all three numbers have been assigned, the + Add Phone hyperlink is not shown but the phone numbers can be edited or deleted.
When the Require Phone Number in OE/OM (H01) system control value is selected, at least one phone number is required. When theRequire Phone Number in OE/OM (H01) system control value is not selected, the phone number is not required, and all assigned phone numbers can be deleted.
The phone number displays the telephone number format defined for the country (as defined in Work with Country (WCTY) on the customer’s address.
Order Entry Item Availability
With this update, you can now perform an item availability lookup from within Modern View Order Entry on a specific Item or SKU. This is the same functionality as item availability supported through Order Summary, Customer Order, and Item List tabs and allows you to check inventory information for an item in an order.
The Check Item Availability option is available for all order lines regardless of order status on the Item and Review tabs within Order Entry.
The Check Item Availability button on the Customer - Items tab is not shown for Error status orders.
Order Entry Source Code
The Source Code field on the Order Entry Customer Information tab has changed from an input field to a drop-down list based on the list of Source Codes defined in Work with Source Codes (WSRC) where Viewable in O/E is set to Yes and Restricted is N. A valid value for the source code is always required to enable the Next button to continue entering the order.
Upon initial entry into Order Entry, if the Source Code in Work with Contact Center (WWCC) Fields to Display is set to not display, the source code is automatically used from the value in Default Source Code in Contact Center Order Entry (M55) system control value and must have a value. Otherwise you cannot access Order Entry.
If no default value is set in theDefault Source Code in Contact Center Order Entry (M55) system control value or you want to override the value for an order, select from the list, or enter the source code manually. Source code must be set to show in Work with Contact Center (WWCC) Fields to Display in order entry for setting.
The source code is also shown on the Customer Shipping tab if the Source Code is selected in theWork with Contact Center (WWCC) Fields to Display.
Once one or more items are added to the order, the source code field is disabled and will only display the selected value. To change the source code, you must remove all items first.
Order Entry Additional Charges
With this update, Order Entry now supports the ability to add, edit and delete Additional Charges for each ship-to. The Additional Charges button is available on the Shipping and Review tabs. Previously this was only supported in Order Summary.
Additional Charges now require the following authority:
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Additional Charges Access (A24) secured feature must be set to ALLOW.
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The sum of all manually entered negative additional charges cannot exceed the value of the Negative Additional Charge Limit (E49) system control value if the user does not have the ALLOW authority to Override Negative Additional Charge Limit (A60) secured feature. An error will display on the Add and Edit Additional Charge windows in Order Entry and Order Summary if the user has EXCLUDE authority.
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When an Additional Charge Code has a default amount, the amount is editable only when theEnter Amount for Order Additional Charge (A80) secured feature is set to ALLOW and Restrict Additional Charge Amount if Default Charge (F43) system control value is set to No.
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When the Enter Amount for Order Additional Charge (A80) secured feature is set to EXCLUDE for a user, additional Charge Codes without a default amount are hidden. Those with an amount will display but cannot be edited.
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For Ship for Pickup order types in Order Summary, the ability to Add, Edit, and Delete is not allowed when Payment at POS for Ship For Pickup Orders (L60) system control value is set to Yes.
Order Entry Unverified Return
With this update, an Unverified Return can now be added through Order Entry by entering a negative quantity. The returned item/SKU is treated as an Express Bill and no pick slips are generated.
When a negative quantity is entered, a new Add Unverified Return Item window will display where a return or exchange reason can be entered. However, for exchanges, the user must add the exchanged item through the normal add item/sku flow.
An unverified return can be added to an order with regular items. An existing quantity for an item line CANNOT be changed from a negative to a positive, or a positive to a negative. The item must be deleted and re-added.
You must have the authority to Enter Return Authorization (A28), Receive Return Authorization (A29), and Credit Return Authorization (A34) secured features. A negative quantity is not allowed for a store pickup order.
Order Entry Coordinate Items
With this update, the Select Coordinate Items window now stays open after an item is added to the order.
Items are included in the Select Coordinate Items window only if they are included in the offer associated with the order, based on the source code on the order header.
Order Entry Order Setting Fields
With this update, additional data can now be set at an order detail level within Modern View Order Entry through the Order Settings window. A new Order Settings icon, located next to the cart icon in the upper right, has been added. Order Settings can be accessed from Customer Information, Items, Shipping, and Review steps.
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User Hold User -
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This field was moved from the Messages window to the Order Settings window
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Order Date –
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The date must fall within an active accounting period defined in Work with Accounting Periods (WACP).
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The system will set the date automatically if not populated.
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Origin –
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Defaults from the Default Order Type (B28) system control value
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Excludes the order types from the list where:
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Quote is set to Y
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is in Order Type for Orders Brokered for Delivery (K91) system control value
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is in Order Type for Retail Pickup Orders Brokered to OROMS (K92) system control value
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is in Order Type for Orders Brokered for Store Pickup (L33) system control value
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is in Order Type for Delivery Orders Originating in OROMS (M33) system control value
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is in Order Type for Retail Pickup Orders Originated in OROMS (M35) system control value
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is in Order Type for ChannelAdvisor (L90) system control value
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Cannot be changed if the order is a Pickup order
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Sales Representative –
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Defaults from Customer Sold To if populated, otherwise from Default Salesrep # (E86) system control value if active in Work with Salesrep (WSLS), otherwise empty.
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Required if Require Salesrep # In Order Entry/Order Maintenance (E87) system control value is set to Yes
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Sales representatives listed must be active in Work with Salesrep (WSLS)
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Only display if ‘Sales Representative’ (previously Sales Rep Number) is set to show in Work with Contact Center (WWCC) Fields to Display
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Sales Representative Store –
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Defaults from Home Store assigned to Store Representative, if active in Work with Store Cross Reference (WSRC), otherwise empty.
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Only display if ‘Sales Representative Store’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Order Entry Ship-To Fields
With this update, additional data can now be set at a ship-to level within Modern View Order Entry through the Shipping Details and Additional Order Details section on the Shipping tab and displayed in the Ship-To Information section of the Review tab. These fields can be set per individual ship-to.
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Cancel Date –
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The date cannot be earlier than the current date, order date or ship-to delayed arrival date
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Only displays if ‘Cancel Date’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Cancel Backorder –
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Defaults from Auto Cancel B/O on Customer Sold To if populated
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Only displays if ‘Cancel Backorder’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Backorder Priority –
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Defaults from B/O Priority on the Customer Loyalty Membership record. If empty, default from B/O Priority on Source Code assigned to order header, otherwise empty.
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Only display if ‘Backorder Priority’ is set to show in Work with Contact Center (WWCC) Fields to Display
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If the Auto Update Order Priority (G45) system control value is set to Yes, when the Review/Refresh step processes the order, the system will automatically set the Backorder Priority to 9 when the Delayed Arrival date on the ship-to is greater than the current date.
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Note:
When the Backorder Priority is automatically updated to a 9, this will not be reflected in Order Entry but will be through Order Summary screens.-
Warehouse –
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Default Warehouse from Order Type (WOTY) when Reserve from Non-Allocatable Warehouse (J25) system control value is set to Yes, otherwise empty.
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Only display if ‘Warehouse’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Purchase Order Number –
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Only display if ‘Purchase Order Number’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Order Entry Item Fields
With this update, additional data can now be set at an item detail level within Modern View Order Entry through the Edit Item window. The Edit Item window has been redesigned to support different browser sizes. Added fields include:
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Delayed Arrival -
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The date cannot be earlier than the current date or the order date
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Only display if ‘Arrival Date’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Shipping Override Amount –
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Editable only if the source code associated to the order header has a Freight Method of By Item.
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Cancel Date –
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Select the override switch to enable override to be entered.
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The date cannot be earlier than the current date, order date or delayed arrival date.
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If the Cancel Date is changed on the Shipping tab, the system updates all existing lines assigned to that ship-to where the cancel date override is set to No.
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Only display if ‘Cancel Date’ is set to show in Work with Contact Center (WWCC) Fields to Display.
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Backorder Priority –
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Select override switch to enable override to be entered.
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If Backorder Priority is changed on the Shipping tab, the system updates all existing lines assigned to that ship-to where the backorder priority override is set to No.
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Only display if ‘Backorder Priority’ is set to show in Work with Contact Center (WWCC) Fields to Display
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If theAuto Update Order Priority (G45) system control value is set to Yes, when the Review/Refresh step processes the order, the system will automatically set the Backorder Priority to 9 when:
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The Delayed Arrival date on the ship-to is greater than the current date, or
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The Delayed Arrival date on the ship-to is not greater than the current date, but the Delayed Arrival date on the line is greater than the current date.
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Note:
When the Backorder Priority is automatically updated to a 9, this will not be reflected in Order Entry but will be through Order Summary screens.-
Bypass Reservation –
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If Bypass Reservation is set to Yes on the Customer Sold To, then default to Yes; if still No, and Bypass Reservation is set to Yes on the associated Customer Class, then default to Yes; if still No, then default to No.
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Select override switch to enable override to be entered.
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If Customer Class is changed on the Customer tab, the system updates all existing lines assigned where the bypass reservation override is set to No.
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Affect Inventory –
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If any of the following flags are set on the SKU record (MITM), set Affect Inventory to No and it cannot be changed:
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Non Inventory = Yes
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Subscription = Yes
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Membership = Yes
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SVC Type = 'V' (Virtual)
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Kit Type = 'S' (Set)
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If the item is a Drop Ship, set Affect Inventory to Yes and it cannot be changed.
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If the ship via on the order header or specific line is Express Bill type, set Affect inventory to No and it cannot be changed.
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Only display if ‘Affect Inventory’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Warehouse –
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If the Warehouse is changed on the Shipping tab, the system updates all existing lines assigned to that ship-to where the warehouse override is set to No.
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Select override switch to enable override to be entered
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Only display if ‘Warehouse’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Offer –
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Defaults to the offer assigned to the Source Code on the Order Header
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Offers listed must have the current date with the offer date range
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When the Multi Currency by Offer (E03) system control value is set to Yes, only offers where the currency matches the offer currency assigned to the Source Code on the order header will be listed
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Only display if ‘Offer’ is set to show in Work with Contact Center (WWCC) Fields to Display
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Source Code –
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Source codes listed must have Viewable in O/E set to Yes and Restricted set to No in Work with Source Codes (WSRC).
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Only display if ‘Source Code’ is set to show in Work with Contact Center (WWCC) Fields to Display
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If not overridden, the system will use existing logic to identify if a different source code will be assigned to the line, otherwise it will use the source code from the order header.
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Order Summary Enhancements
Currency Code
The currency code has been added in the Order Summary Panel (below the order total) in the Review tab and adjacent to the Payment Balance in the Payments tab. The currency displayed is based on the following hierarchy:
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If the Multi-Currency by Offer (E03) system control value is Yes, the currency shown is from the offer associated to the source code on the order.
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If the Multi-Currency by Offer (E03) system control value is No, the currency shown is from the Local Currency Code (A55) system control value setting.
Local Currency Code (A55) system control value setting can no longer be left blank. It must have a local currency entered.
ChannelAdvisor Orders
ChannelAdvisor orders now display a warning message when the Order Summary page is displayed in Modern View.
Pre-Discount Price
The Pre-Discount Price now displays on the Order Line Details of the Order Summary page within Modern View. This price is helpful when evaluating discounts applied by ORPE.
Order Activity
The description length within the Order Activity tab has been increased to display longer informational messages.
Renamed Fields
The following labels have been updated in Order Summary:
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Ship-To, Store Pickup and Ship for Pickup titles have been updated to better identify the type of order being entered across all the Order Summary screens.
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Additional Ship-To Information has been renamed to Additional Information.
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Ship-To Total has been renamed to Merchandise.
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Ship-To Status has been renamed to Status.
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Cancel Ship-To has been renamed to Cancel.
Address Type
A badge now displays to the right of the Ship-To name to identify the type of address: Primary Address, One-Time Address, Address Book, or Recipient Address.
Return Enhancements
A unique Return Authorization number (RA_REFERENCE_ID) now displays on the Returns/Refunds tab of the Order. Previously this was a sequence number. Additionally, if a Refund is not associated to a Return Authorization, the Return Authorization Number is no longer displayed.
Within the Order Summary screen, a “Return in Progress” badge next to the line status badge now indicates whether an item detail is associated to a Return Authorization in process.
When performing a Return Ship-To on an existing Order, the RA Number field has been removed. Additionally, when performing a Return Order Line, the Return Authorization Number field has been removed. The Return Authorization Number can be viewed from the Return/Refunds tab after the return is created.
Order Administration: Oracle Retail Collect and Receive Enterprise Returns Integration
With this update, Order Administration is now integrated into the Oracle Retail Collect and Receive Cloud Service (CaR). When configured, Order Administration allows a Courier (that is, Uber) to be scheduled to pick up a customer’s return package and drop it off at a retailer’s store location.
A courier can be scheduled for a return authorization that has not been received or credited. The following features allow scheduling a courier:
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Modern View Order Returns/Refunds tab
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Create Return Authorization Service where alreadyScheduled is set to ‘false’
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Update Return Authorization Service where alreadyScheduled is set to ‘false’
Setup Requirements
CaR Setup:
The following new required properties are available to configure the integration with CaR:
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oms.car.service.url (PROP):The prefix URL for the CaR services. Provided by your Oracle representative. Defaults to http://hostname:port/.
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oms.car.service.version (PROP):The message version for the CaR services. A value of ‘2’ is required. Any other value will cause a communication failure.
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oms.car.scope (CPRP): The scope used for the CaR services. Provided by your Oracle representative. Defaults to domain: scope.
Note:
When calling CaR Services, Order Administration builds the URL using the oms.car.service.url value, oms.car.service.version value and a hard coded suffix.
The Order Administration Client ID and Client Secret will be used to authenticate and access CaR services.
Required system control value settings: Use the following new required system control values to enable the use of CaR:
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Use CaR Returns (M81): Select this system control value to enable the scheduling of a courier pickup for returns through CaR.
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Courier Pickup Message (M82): Defines a company-specific message to be displayed within the body of an information banner on the Courier Pickup for Return Authorization screen in Modern View when scheduling a courier pickup.
OOCS Setup:
For Order Administration to confirm a pick up location is eligible for a courier to pickup the return, a location eligible for drop-off must also be selected. This information is retrieved using Order Orchestration: Eligible Returns Locations REST/JSON Service.
Required properties: The following new properties are available to configure the integration with OOCS Return Locations:
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oocs.return.locations.service (PROP): The prefix URL for the OOCS Eligible Return Location service. Provided by your Oracle representative. Format required is: https://server:port/Locate/rest/.
Note:
The full endpoint will be built by Order Administration when calling Order Orchestration including the message version and system code. Sample full endpoint: https://server:port/Locate/rest/api/org/v1/returns/{systemCd}
Required system control value settings: Use the following new system control values to set filters for locations returned:
-
Maximum Number of Eligible Return Drop-Off Locations (M83): Defines the maximum number of locations to return within the OOCS Eligible Return Drop-Off Location Service response message, when a customer initiates a courier pickup for a Return Authorization. If not populated, it uses the "Maximum No. Responses" Preference for the Organization associated to the system in OOCS.
-
Search Distance for Eligible Return Drop-Off Locations (M84): Defines the maximum distance to search for an eligible return drop-off location when a customer initiates a courier pickup for a Return Authorization. If not populated, it uses the "Maximum Turn-by-Turn Distance" Preference for the Organization associated to the system and in OOCS.
Schedule Courier Pickup in Modern View Order
A new Schedule Courier Pickup button is now available on the Returns/Refunds tab of an Order in Modern View when:
-
Use CaR Returns (M81) system control value is set to Yes.
-
All lines and units on the Return Authorization are not received, credited, or canceled.
-
A courier pickup is not already scheduled.
Check Eligibility
Within the Courier Pickup Return Authorization screen, the system will immediately check eligibility for a courier pickup using the Customer’s Ship-To Address from the originating order and select the nearest drop-off location to the customer’s address.
-
Calls OOCS Eligible Return Locations service and selects the nearest location
-
Calls CaR Build Quote service with Customer Pickup Address and Dropoff Location Address
If the eligibility check is successful, the screen will now display additional sections to Select Time Zone, Select Pickup Window and enter Package Details. If unsuccessful, an error will display the user can Edit the pickup address and Check Eligibility again.
Select Time Zone
A time zone must be selected to continue. The time zone selected will be used to provide a list of dates and times available to select a pickup window where the customer’s package will be picked up.
Only time zones in North America will be available.
Select Pickup Window
A customer can select a single 2-hour window between 8:00AM and 6:00PM that falls within the available store hours which will be provided to the courier for the pickup time range. If the local time is 10:05 AM (based on the time zone selected), the list of pickup window options will start at 12:00PM - 2:00PM.
Drop-off Location Details and Store Hours can be defined within the Order Orchestration Location screen and will be returned in the Eligible Return Locations service for display.
Package Details
The size and number of packages being returned must be entered which will be provided to the courier for pickup through the CaR integration.
Select +Add Package for Pickup to open a drawer and set the number of packages for pickup. A package size must be selected for the number of packages entered. Options are:
-
Small (Can be carried with one hand)
-
Medium (Can be carried in a shopping bag)
-
Large (Needs two hands to carry)
-
X-Large (Heavy or odd size, requires two hands)
Notes for the courier can be added about the pickup location.
Submit to Courier
Once all Pickup and Package details are entered, click Submit to Courier button and the pickup will be scheduled.
-
Calls CaR Build Delivery service with Customer Pickup Address, Drop-off Location Address, Pickup Window, Package Details and Courier Notes.
If scheduling is successful, the following will occur:
-
A confirmation will be displayed, and the Courier Pickup screen will close.
-
An Order Activity message will be written.
-
A CWEmailOut Courier Pickup Notification (CP) will be sent if configured.
If unsuccessful, an error will display the user can Edit the details and Submit to Courier again.
Courier Pickup Details in Modern View Order
A new Courier Pickup Details drop-down list is now available on the Returns/Refunds tab of an Order in Modern View when:
-
Use CaR Returns (M81) system control value is set to Yes.
-
A courier pickup is already scheduled.
Select the Courier Pickup Details drop down list to select a specific Delivery ID to advance to the Courier Pickup Details screen where you can review the Pickup Location, Dropoff Location, Current Status and History, Pickup Window, Package Details and Canceled Reason.
Immediately upon loading the screen, Order Administration calls the CaR getStatus service for the current status.
Cancel Courier Pickup in Modern View Order
Within the Courier Pickup Details screen, you can select Cancel Courier Pickup only when the status is either ‘Pending’ or ‘Enroute Pickup’. Additionally, the Delivery ID must have received a successful response from CaR when retrieving the latest status.
If cancelation is successful, the following will occur:
-
A confirmation will be displayed, and the Courier Pickup screen will close.
-
An Order Activity messages will be written.
-
A CWEmailOut Courier Pickup Notification (CP) will be sent if configured.
Schedule Courier Pickup through OACS Web Services
With this update, an external merchant application can call Order Administration to schedule or cancel a courier pickup or schedule a courier pickup for a return authorization directly and then pass details about the courier pickup to OACS.
If an external merchant application schedules the courier directly and is providing information to OACS, the Unique Delivery ID used to schedule the pickup in CaR must also be passed in the OACS services so display and additional processing can be tracked and displayed through Modern View.
If OACS is scheduling the courier, the pickup address, drop-off address, pickup window, and package details must all be passed in the service.
The following services can be used with the alreadyScheduled flag set to ‘true’ for including data about an already scheduled pickup and set to ‘false’ for Order Administration to perform the scheduling.
-
Create a Return Authorization Service
-
Update Return Authorization Service
If scheduling is successful, the following will occur:
-
An Order Activity message will be written.
-
A CWEmailOut Courier Pickup Notification (CP) will be sent if configured.
If unsuccessful, an error will be returned in the response. However, the Return Authorization will be created or updated.
Courier or Provider Cancels the Pickup
The courier or provider can cancel a trip if for example the customer is not home, or the store location is closed. If this occurs, OACS will receive a status of Canceled or Returned from CaR during a CaR getStatus request.
-
Canceled occurs when a scheduled courier service is canceled successfully before packages get picked up from the customer's address.
-
Returned occurs when a scheduled courier service is canceled successfully after packages get picked up by a courier but are not delivered to the retailer and instead need to be returned back to the customer's address.
OACS calls the CaR getStatus request when:
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A user displays the Courier Pickup Details screen in the Modern View Order, Returns/Refunds tab.
-
An external system calls the Get Return Authorization service for a return authorization with an associated courier pickup in open status.
If the status is updated to Canceled or Returned, the following will occur:
-
An Order Activity message will be written.
-
A CWEmailOut Courier Pickup Notification (CP) will be sent if configured.
Order Administration: Web Service Enhancements
With this update, Order Administration has created new web services available for external merchant applications.
-
The Order Read/Write or Order Read Only scope is required for calling these services. Assign a Client ID access to this scope through the Manage External Application Access screen in Modern View.
Address Book Services
Address Book Services includes options for:
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Getting a list of records
-
Adding a new record
-
Getting a count of existing records
-
Getting the information on a single record
-
Updating a record
-
Deleting a record
Return Authorization Services
Return Authorization Services includes options for:
-
Adding a new record
-
Scheduling a courier pickup
-
Including details of an already scheduled courier pickup
-
Receiving a record
-
Crediting a record
-
Getting a list of records
-
Getting a count of existing records
-
Getting the information on a single record
-
Updating a record
-
Scheduling a courier pickup
-
Including details of an already scheduled courier pickup
-
Deleting a record
-
Canceling a record
Note:
The OMS_API user must be configured with a Default Authority of ALLOW within the Work with Users (WUSR) screen to properly lock and unlock the order during Return Authorization service updates.Courier Pickup Services
Courier Pickup Services includes options for:
-
Cancel Courier Pickup for a Return Authorization
-
Schedule Courier Pickup for a Return Authorization
-
Get Courier Pickup details by Delivery ID for a Return Authorization
General Service Enhancements
The following message versions were added to support feature enhancements within Order Administration and now allow the use of these features from external applications:
-
CWOrderIn:
-
The CWOrderIn response time performance has been increased when a large set of order lines are included in the request.
-
-
CWOrderOut: New outbound version 13.0 corrects the entered_time passed to include leading zeroes. Refer to Defect Number 35603190.
-
CWEmailOut: New outbound version 14.0 includes new email notification types:
-
Return Authorization Notifications (RA) – triggered when a return authorization is created, canceled, received, or a line is added or quantity changed through the Return Authorization services.
-
Courier Pickup Notification (CP) – triggered when a courier pickup for a return is scheduled or canceled through Modern View Order Summary or the Return Authorization services.
-
getPrivateData: New outbound version 2.0 includes Return Pickup Information when a matching record is found for the Order Header (OHD) Search Type.
-
forgetPrivateData: Return Pickup Information will be anonymized when a match record is found for the Order Header (OHD) Search Type and checkOnly is set to No.
For more information, see the Order Administration Web Services Guide.
Generic Tax API
With this update, a Generic Tax API in REST/JSON format is now available for a retailer to build a custom integration with a Tax Provider. This includes the same data passed as previously documented for the CWTaxRequest and CWTaxResponse messages that were in XML.
Authentication: OAuth 2.0 is required for message authentication for the generic tax API.
System control value: The Use Generic Tax XML Interface (J10) system control value must be set to GENERIC to call the Generic Tax API.
-
Vertex and Avalara continue to be supported as base tax provider integrations.
Required properties (PROP):
-
oms.tax.generic.oauth.client.id: The client ID to use, together with the client secret, to generate the token to use for OAuth 2.0 authentication.
-
oms.tax.generic.oauth.client.secret: The client secret to use, together with the client ID, to generate the token to use for OAuth 2.0 authentication.
-
oms.tax.generic.oauth.scope: The scope to use when generating the token for authentication.
-
oms.tax.generic.oauth.url: The URL of the OAuth service to use when generating the token for authentication. Must conform to the OpenId OAuth 2.0 specification to get an authorization token. It also must support the "Client Credentials" Grant Type and accept the client ID and client secret as a Basic Authentication header.
-
oms.tax.generic.url: The URL to use when generating the generic tax request. Must:
-
host a service called /calculateTax.
-
accept a JSON object conforming to the tax interface request.
-
return a JSON object conforming to the tax interface response.
-
Optional property: Set the oms.tax.generic.timeout to the number of milliseconds to wait before timing out the tax call. If this property is not set to a number, a default of 30 seconds applies.
Order Administration: Oracle Retail Promotion Engine (ORPE) Enhancements
Discount History
With this update, when ORPE is enabled, additional order line discounts will be captured and stored in the discount history tables. This includes automatic pricing/discounting as well as manual discounting performed in Modern View Order Entry and Maintenance, Classic View Order Entry and Maintenance, discounts relating to loyalty awards applied and discounts assessed on orders submitted via the CWOrderIn API. Individual discount details will be displayed within Modern View Order Summary and passed in CWInvoiceOut and CWOrderOut.
The ReSA RTLog and the ORCE POSLog will include individual discount details for promotions and will write a delta record to make up the difference between the offer price and the discounted price, after the promotion discounts have been incorporated.
Entitlement Coupons
With this update, Order Administration now supports Entitlement coupons to be included from an external system when submitting the order using the Order API as well as provides the ability to retrieve and apply available entitlement coupons based on a customer's loyalty cards during Modern View Order Entry.
Entitlements are a type of coupon code that triggers an offer/deal that is tied to a loyalty program. Entitlements are not set up the same as coupons. First the customer must be set up/enrolled in a loyalty program in ORCE, then based on points earned an entitlement coupon will be issued, specific to that customer.
Entitlements are supported when:
-
ORCE Customer Integration (L37) system control value is set to INTERACT
-
Use ORCE Loyalty (M06) system control value is set to Yes
-
Use ORPE Promotion Engine (M77) system control value is set to Yes
-
The Source Code assigned to the Order has the Price Method set to Regular Plus Reprice
-
There is at least one Entitlement coupon for the selected Loyalty Card
Within Order Entry, the number of available entitlement coupons is displayed on the Select Card window. Once a loyalty card is assigned, entitlement coupons will be retrieved from Customer Engagement (ORCE) for that specific card only. You cannot apply entitlements associated to other loyalty cards not assigned to the order.
In the Order Summary panel, if entitlement coupons are available, an Entitlement Coupons available link or edit icon will be displayed within the Customer section. Advance into the Entitlement Coupons window to select/deselect which coupons should be submitted for evaluation during the order review step.
At final order submit, each Entitlement coupon that is successfully applied by ORPE will be:
-
Redeemed in ORCE. An Order Activity record will be written for each successful or failed redemption request.
-
Stored in discount history coupon tables.
-
Displayed in a tooltip for a specific order line in MV Order Summary and Invoice tabs. Additionally, will be included in the merchandise and shipping discount totals within the Order Totals section of the Order Summary tab. Only displayed if Display Order Line Discount Message (F01) system control value is set to Y.
-
Displayed in the Promotion Details drawer in MV Order Summary. Only displayed if Display Discount on Order Recap Screen (D38) system control value is set to Y.
Entitlement coupons that apply merchandise and shipping discounts are included in:
-
Customer Engagement POSLog within the RetailPriceModifier object.
-
ReSA RTLog within the IDISC record. The Coupon Reference Number value will be populated with a coupon_type of ‘entitlementCoupon’.
Order Administration: Pick Slip Generation Qualifier
With this update, a new qualifier field, Minimum amount to include backorders has been added to Work with Streamlined Pick Slip Generation (WSPS). If you have at least one backorder on the order, and the unit price total of all items to ship (reserved) is under a certain dollar amount, you may decide to wait for the backorder items before generating a pick slip to save on shipping costs. If there are no backorders on the order, the pick slip is generated, and this process is not evaluated. A pick will only be generated when the total reserviced units for the order (across all pre-picks) exceeds the value entered.
When the pick slip template (WSPS) has a value in the "Minimum amount to include backorders" qualifier field, the system uses this in combination with all other qualifiers to generate pick slips.
Order Administration: Generate Backorder Cards Periodic Function
With this update, a periodic function is now available to allow the scheduling of Generate Backorder Cards. Previously, this was only available through menu option GBOC.
-
Periodic Function Name: GBOC
-
Program name: BOR0003
Order Administration: Audit of Table Changes
With this update, the following processes now track changes:
-
Information entered at the Work with Properties (PROP) and Work with Admin Properties (CPRP) screens are now tracked in the Property table.
-
Classic View Menu Options accessed by users are always tracked now. The “Log Use” flag on the Work with Users (WUSR) screen has been removed as the system will always track usage as if this is set to Yes for all users.
Order Administration: Database and Retail Data Store Updates
The Data Model and Data Dictionaries include changes related to this update of Order Administration Cloud Service.
Order Administration: Updated Reporting Guide
With this update, a rebranded Order Administration Cloud Service Reporting Guide is available on My Oracle Support. The new name is Order Administration Cloud Service Reporting Guide/
Order Orchestration: Order Administration Real-Time Status Updates
With this update, Order Orchestration now provides real-time status updates to Order Administration. Immediately, as the status of line(s) change in Order Orchestration for requests where the originating system is Order Administration, a status update will be sent to Order Administration.
Real-time status updates are enabled by selecting the Order Administration Cloud Service System check box on the System > Orders tab within Order Orchestration.
Note:
This should ONLY be enabled for an Order Administration system and after following prerequisites defined for Order Administration.Once real-time status updates are enabled, a new OACS Log tab on the Order Inquiry screen will display a list of each status update transaction message that was sent to Order Administration. The screen will allow a user to review the status and details of each communication message.
The OACS Log History will be purged when the Daily Clean Up job runs, if the record is older than the OACS Log History days in the Retention Settings section in the Tenant-Admin screen. The records will only be purged if the Retry Status is either successful or reprocessed.
A Failure to Send Status Update to Order Administration email notification will be sent to the Administrative Email configured in the Event Logging screen if the number of retries (10) has been exceeded.
Note:
Upgrade AlertTo ensure no pending brokered order transaction status updates are lost, Order Orchestration must be upgraded before Order Administration, and the Order Administration Cloud Service System check box should not be selected.
Before upgrading Order Administration, it is recommended to stop processing orders and status changes into OOCS and run a full status lookup cycle in OACS to ensure the latest status is received for all requests. It is recommended to contact your Oracle Representative for an upgrade checklist to follow for this process.
Refer to the Order Administration: Order Orchestration Real-Time Status Updates section for additional information.
Order Orchestration: Web Service Enhancements
Eligible Returns Locations Service
Order Orchestration has added the functionality to allow a retailer to identify which locations support items being returned. This functionality allows retailers to identify eligible locations for returns as a service functionality with Oracle Retail Collect and Receive (CaR).
The following updates have been made to Order Orchestration:
-
The Return Drop-off Available preference has been added to the Fulfillment tab under the existing Backorder Available preference within the Order Broker Preferences screen.
-
Added the ability to set the Return Drop-off Available preference in the Location Update request message for new and existing locations.
A new Eligible Return Locations REST/JSON service (version 1) has been created for an external application to call and retrieve a list of locations that allow returns based on closest proximity from a specified location.
-
Sample endpoint: https://server:port/Locate/rest/api/org/v1/returns/{systemCd}
-
The Organization Read Only scope is required for calling this service. Assign a Client ID access to this scope through the Manage External Application Access screen in Classic View.
-
The "Use Proximity Locator" preference for the organization must be set to Yes.
-
If the maximum number of locations is empty, use the "Maximum No. Responses" Preference for the Organization associated to the system in the request.
-
If the maximum distance to search is empty, use the "Maximum Turn-by-Turn Distance" Preference for the Organization associated to the system and in the request.
-
When a request is received,
-
if Oracle Maps CS API is integrated, the system will perform the existing Turn-by-Turn Distance Evaluation to determine the proximity of each eligible location.
-
if Oracle Maps CS API is not integrated, the system will perform existing straight-line distance to determine the proximity of each eligible location.
-
Note:
This service is required for scheduling a courier pickup. Refer to Order Administration: Oracle Retail Collect and Receive Enterprise Returns Integration.Locate Services Updates
The following Order Orchestration Services are now available in REST/JSON:
-
Product Availability
-
Product Update
-
Order Create
-
Fulfillments
-
Intransit
-
Order Search
-
Order Update
-
Availability Update
-
Order Status List + Status
-
Status Update
-
Locate Items
The SOAP version of these services remains the same and the business logic behind these services also remains the same.
Note:
To invoke these REST services, the Client ID needs to be associated with the Locate webservice group.
Order Orchestration: Performance Enhancements
A performance enhancement has been made to screens in Classic View that requires use of data stored through the Tenant or Tenant-Admin screens.
A performance enhancement has been made to how the application processes Probability Rule formulas from the rules definition.