Order Inquiry

In this part: Order inquiry spans the breadth of the system's functions, giving you access to customer, order, line, and item summary and detail information. This part presents the screens you use to review this information.

• Using the Order Inquiry Scan Screens (OIOM) shows you how to find an order based on the information available to you.
• Reviewing the Order Inquiry Header Screen presents the Order Inquiry screen, which contains information about the customer, such as name, address, phone number and source code.
• Reviewing Order Inquiry Detail Information presents the Order Inquiry screen containing information on the items the customer has ordered.
• Reviewing Order Details presents the screens you use to review detail related to a specific item on an order.
• Options Available in Order Inquiry presents a table of the functions available from the Order Inquiry Header or Detail screens, and refers you to topics containing more information on the use of these functions.
• Reviewing Financial Information on an Order presents screens that display information pertaining to charges and credits, such as invoices, refunds, and order totals. The topic also includes a discussion of order payment methods.
• Reviewing Order-Level Properties explains how to review order properties.
• Display Order Line History Screen explains how to review all activity performed on a particular item on an order.
• Display Order History Screen explains how to review all activity performed on an entire order.
• Display Package Information Screen describes the screen that lists all tracking numbers associated with shipments for the order and provides live links to shipment tracking pages when available.
• Streamlined Order Inquiry (DORI) describes a consolidated order inquiry option with simplified search options.
• Customer Engagement Purchase History Integration presents the Display Purchase History screen, which contains a customer’s completed sales and return transactions across multiple channels, such as retail, call center, and e-commerce. This purchase history information is from Oracle Retail Customer Engagement.

Reviewing the Order Inquiry Header Screen

Purpose: Depending on how the Default Version for Order Inquiry (C34) system control value is set, you advance to the Order Inquiry Header Screen or Order Inquiry Detail Screen when you select a quote or order to review.

This topic assumes that you advance first to the HEADER screen for Order Inquiry; however, you can advance to this screen from the detail screen by selecting Sold To.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including order header information.

In this topic: This topic describes the Order Inquiry Header Screen.

Order Inquiry Header Screen

Purpose: This screen provides a snapshot of the sold-to and ship-to addresses on the quote or order, as well as totals. You cannot update any fields on this screen; instead, you must select Maintain Order to use Order Maintenance. See Performing Order Maintenance and Maintaining Quotes in Order Maintenance.

Customer Workflow Management window: The Customer Workflow Management Window automatically displays when you first advance to the Order Inquiry Header screen if open or in use ticklers exist for the sold to customer on the order. Select Ticklers at this window to advance to the Work with Ticklers Screen (sold to customer view) where you can review and work with ticklers associated with the sold to customer.

How to display this screen:

• Select a quote or order at an order inquiry scan screen; Using the Order Inquiry Scan Screens (OIOM)
• Select Sold To at the Order Inquiry Detail Screen
• Select Release for a held order at a Release Held Orders Screen (Working with Releases)
• Select Order Inquiry at the Work with Returns for Order Screen in Work with Return Authorizations (streamlined version)
• Select Ord Inq for a refund at the Work with Refunds Screen
• Select Order Inquiry at the Work with Order Broker Screen
• Select an order for review at the Pending Order Details Screen

Originating order message: If the E-Commerce order number in the Order Header Extended table begins with the text ORIG#:, indicating the originating system for a retail pickup or delivery order is Order Administration, the message This order is fulfilling another order: 9999-001 displays for the sourcing order, where 9999 is the originating order number in Order Administration, and 001 is the ship to number. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for more information.

Field	Description
Entity	The entity associated with the source code on the order header is in reverse video if the Display Entity Description (F84) system control value is selected. If this system control value is unselected, the entity does not display. A source code is associated with an entity through its division. Each division is associated with an entity. You might use entities to identify different catalogs or groups of catalogs within your company. See Working with Divisions (WDIV) for more information on setting up divisions and entities. Alphanumeric, 20 positions; display-only.
Multi-pay	This field appears when there is more than one pay type on the quote or order. When this field appears, you can check all pay types by pressing F15. See Display Order Payment Methods Screen for details. If there is only one pay type on the quote or order, the Pay type field appears instead. Alphanumeric, 9 positions; display-only.
Order	A unique number the system assigns to identify a quote or order. Numeric, 8 positions; display-only, assigned by the system.
Ship-to (Unlabeled field to the right of the order number)	A sequential, numeric value the system assigns to each shipping address on a quote or order. The ship-to number appears as a suffix to the quote or order number separated by a hyphen (-). Numeric, 3 positions; display-only, assigned by the system.
Number of shipments (Unlabeled field to the right of the ship-to number)	Indicates the number of shipments made to each ship-to address. A number appears in this field only if items on the order have been picked and billed; no number appears for express billed orders. This number appears as a suffix to the ship-to number separated by a hyphen (-). Numeric, 3 positions; display-only, assigned by the system.
Date	The date when the quote or order was created. Numeric, 6 positions (in user date format); display-only.
Payment plan type (Unlabeled field to the right of the Date field)	Informational text indicating whether a deferred or installment payment plan has been assigned to the quote or order. DEFERRED displays if the quote or order includes a deferred payment plan; INSTALLMENT displays if the quote or order includes an installment payment plan. Alphanumeric, 12 positions; display-only.
Status	Indicates the current state of a quote or order. The order status is open (i.e., active) unless the status field is set to one of the following values: Held = An order is held when the system applies some type of hold on the order or the order entry operator places an order on hold by typing a user-defined hold reason code in the Hold reason field in Order Entry. The hold reason code and description appear beneath the status when the order is on hold. See the Hold rsn (Hold reason) field. Open = An order that is not on hold, closed, canceled, or suspended. Closed = An order is closed when all the items on the order are shipped or canceled. Cancelled = An order is canceled when you have canceled each item individually or the entire order. Quote = The order represents a pre-order quote that has not yet been converted to a standard order; see Entering Pre-Order Quotes. Suspended = An order is suspended during Order Entry while it is being entered on the system. Express Bill = The order has been submitted to the background job for billing, but processing is not yet complete. Display-only.
Type (Order type)	A code that identifies how the quote or order was received, such as over the telephone, through the mail (a mail order) by fax, etc. Order types are defined in and validated against the Order Type table. See Establishing Order Types (WOTY). Alphanumeric, 1 position; display-only.
Pay type	A code for the form of payment used on the quote or order. Pay types are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Hold rsn (Hold reason)	The reason the quote or order is on hold. Either the system or a user can place a quote or order on hold. You can create user hold reason codes; see Establishing Order Hold Reason Codes (WOHR). System holds include:
	Header level system holds AT = Declined Credit Card Authorization AV = Address Verification BD = Balance Due BF = Bill To Fraud BU = Bill To Unconditional Hold DH = Dollar Hold EB = Bill-to Email Address EC = Sold-to Customer Email Address EH = E-Commerce Dollar Hold EO = Order Email Address PT = Pay Type SF = Sold To Fraud SH = Ship To Hold SM = Ship To Mismatch SU = Sold To Unconditional UB = Unreferenced Bill To VD = Pick Was Voided through Void All/Hold Order ZB = Bill To Zip Fraud ZS = Sold To Zip Code Fraud
	Ship to holds ES = Ship-to Email Address HF = Ship To Fraud HS = Ship To/Sold To Fraud ZH = Ship To Zip Fraud Pay type holds TM = Time Hold KF = Check Fraud CF = Credit Card Fraud CW = Waiting for Credit Card Authorization PV = Pay Plan Velocity Hold P$ = Pay Plan Dollar Threshold See Introducing Order Hold Reason Codes for a discussion of each system-assigned hold reason code. Display-only.
Ship via	The code for the shipper who delivers the merchandise to your customer. Ship via codes are defined in and validated against the Ship Via table. See Working with Ship Via Codes (WVIA). Numeric, 2 positions; display-only.
Sold to number	A unique number to identify the customer who placed the quote or order. Numeric, 9 positions; display-only.
Emails	Indicates whether there is any correspondence history related to the quote or order: selected = There is correspondence history related to the quote or order unselected = There is no correspondence history related to the quote or order; however, it is possible that there is correspondence history related to the customer You can review correspondence history for an order at the Work with Email by Order Number Screen. See Email Repository Overview for more information. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
Refunds	Indicates whether a refund record exists for this order, regardless of the refund status. If a refund record exists, you can view the refund record and refund status by pressing F17. See Display Refunds for Order Screen. Valid values are: selected = Refunds exist for this order. unselected = No refunds exist for this order.
Msgs (Messages)	Indicates whether there are order messages. You can view order messages by selecting Order Messages. See Work with Order Messages Screen. Valid values are: selected = Messages exist for this quote or order. unselected = No messages exist for this quote or order.
Recips (Recipients)	The total number of shipping addresses for the order. An order may have up to 999 recipients. A quote can have one recipient. If there is more than one recipient, you can display additional recipients by selecting Recipients. See Displaying Order Hold Information. Numeric, 3 positions; display-only.
Tickler	Indicates whether open or in use ticklers exist that are associated with the order or customer on the quote or order. You can view the ticklers by selecting the Ticklers option at the Displaying More Options in OIOM screen. selected = Open ticklers exist for the order or customer on the quote or order. unselected = Open ticklers do not exist for the order or customer on the quote or order. See Workflow Management Overview and Setup for an overview on workflow management processing.
Sold-to/ship-to	The name and address of the buyer (Sold To customer) and the recipient (Ship To Customer): Name The customer's name in last name, first name order. Company The name of the company. Note: A plus sign (+) appears next to the company name if the complete customer record includes additional address information in the third or fourth address lines. However, the plus sign does not display if there is additional address information in other fields, such as a third phone number. Street The customer's primary delivery address. Apt./Suite The apartment or suite number. Expanded address Additional lines containing additional address information, such as the post office box or special delivery information such as “Deliver to 7th floor” or “Contact customer before delivery.” City The city in which the customer receives mail or shipments. St The state or province in which the customer receives mail or shipments. See Setting Up the Country Table (WCTY). Country The code for the customer's country. Country codes are defined in and validated against the Country table. See Setting Up the Country Table (WCTY).
Phone	The daytime and evening or third (mobile or fax) phone numbers and extensions for the sold-to and ship-to customers. The fields here are based on the following system control values: The Phone Numbers (D15) system control value determines whether the third phone number (fax or mobile) or the evening phone number is listed after the day phone number. If the Phone Numbers (D15) system control value is set to DAY/FAX, the Third Phone Number Type (L53) system control value determines whether the third phone number is labeled the Fax or Mobile number. See the Phone Numbers (D15) and Third Phone Number Type (L53) system control values for more information. Phone number format: You can define a telephone number format for each country to map to the phone numbers operators enter into the system. See Setting Up the Country Table (WCTY). One-time ship to customer: If you define a one-time ship to address for the order (see Assigning an Order Shipping Address), the phone number from the order ship to address defaults as the ship to day phone number. Alphanumeric, 14 positions; display-only.
Merch (Merchandise)	The total value of the items on the quote or order, excluding freight, additional charges, service charges, tax (but including hidden tax; see the Tax field), handling, and duty. The merchandise total does not include items that are canceled, soldout, or returned. Numeric, 20 positions with a 2-place decimal; display-only.
Freight	The total charge for shipping the quote or order, not including additional freight charges. You can define additional freight charges for a carrier to include standard freight; in this case, this field is blank. See the Add'l freight (Additional freight charges) field. This field also includes service charges by ship via, if any. This field also includes order weight charges based on the ship via defined for each ship to customer on the order. See Working with Ship Via Codes (WVIA). The system calculates freight charges based on the freight method defined for the source code. If the system calculates freight as a percentage of the merchandise charges, there might be a penny variation in total freight amount due to rounding differences. Numeric, 20 positions with a 2-place decimal; display-only.
Add'l freight (Additional freight charges)	The total dollar amount for freight charges, in addition to the base freight charge for the quote or order. Additional freight charges are set for the carrier, as defined in the Ship Via table. If the additional freight charges include the standard freight charges, the Freight field is blank. Examples of additional freight charges are overnight shipping, second day delivery, etc. The Add'l freight field in Order Inquiry corresponds to the Frt+ field in Order Entry. Numeric, 20 positions with a 2-place decimal; display-only.
Tax	The total sales tax for the quote or order, based on the value of the merchandise and, optionally, freight and special handling charges. If the order is subject to VAT, tax will generally be included in the item prices rather than in the Tax field; in this case, you can review the hidden tax for an item by Reviewing Order Details. Numeric, 20 positions with a 2-place decimal; display-only.
Handling (Handling charge)	The cost of any special handling on the quote or order, such as personalizing, monogramming, or engraving, and any gift wrapping charges. If there are any duty charges on the order, they are included in the Handling total. See Work with Duty Rates Screen. You can review the handling and detail charges for each item on the Display Order Detail Screen (Reviewing Order Line Detail). Numeric, 20 positions with a 2-place decimal; display-only.
Add'l charges	This field can include charges or credits. Additional charges might include: Additional source code charge An additional charge for services that apply to the source code or offer. The system applies the additional charge to the quote or order based on the total dollar value of the merchandise. Credits A credit you apply to the customer's order, such as reimbursement for long distance telephone charges. Additional shipper/item charge An additional charge that applies to the item based on the shipper. Such charges may apply when the item exceeds established shipping rates, such as for oversized items. Dollar discounts A credit that is applied based on the total dollar value of the merchandise. You can define dollar discounts by source code or offer. If the Prorate Dollar Discounts and Coupons (D90) system control value is selected, the dollar discounts will be applied to the detail lines on the quote or order rather than appearing as a negative additional charge. The Add'l charges field in Order Inquiry corresponds to the Chg field in Order Entry. Numeric, 20 positions with a 2-place decimal; display-only.
Total (Order total)	The total amount the customer owes for the quote or order, including: Merchandise Freight Additional freight charges Taxes Handling Duty Additional charges The total does not include charges for canceled, returned or sold out items. Numeric, 20 positions with a 2-place decimal; display-only.
Total cash paid	The amount of money the customer has paid you on the order to date with all prepaid and check pay types. Numeric, 20 positions with a 2-place decimal; display-only.
Balance open	The portion of the quote or order dollar total that you have not shipped to the customer or billed. Billing occurs after shipment confirmation. Numeric, 20 positions with a 2-place decimal; display-only.
Ref/balance due (Refund or balance due)	The customer's overpayment or underpayment on a single pay type order. Overpayments occur when the customer's payment exceeds the balance owed on the order. A positive number in this field reflects an overpayment (the amount you owe the customer). Underpayments occur when the customer's payment is less than the outstanding balance of the order. A negative number in this field reflects an underpayment (The amount the customer still owes to you). Numeric, 20 positions with a 2-place decimal.
Cash refunded	The total amount returned to the customer in the form of a refund check. Numeric, 20 positions with a 2-place decimal; display-only.
Discount	The total discount applied to the order shipping address. The total discount is calculated by comparing the selling price with the item/SKU offer price. If you use a price override on any of the detail lines: If the price override reason code’s Override item offer price field is selected, the Ord discount includes any discounts that reduce the selling price from the price override amount you entered for the detail line. If the price override reason code’s Override item offer price field is unselected, and: you override an existing item/SKU offer price for the item: the Ord discount includes the difference between the original item/SKU offer price and the final selling price, including the price override and any other discounts. When the system adds an item to the order at no charge (for example, an accompanying item) and the price override reason code defaults from the Default Price Override Reason (B35) system control value, then the regular offer price of the item is not included in the discount amount. there is no item/SKU offer price for the item: the detail line does not affect the Ord discount total. Note: The setting of the Override item offer price field has no effect on orders you receive through the e-commerce interface. If there is a price override reason code in the new order message, the system always processes these orders as if the field is unselected. See Overriding the Item/SKU Offer Price for an overview of the Override item offer price field.
	Note: This field is included only if the Display Discount on Order Recap Screen (D38) system control value is selected. Any dollar discounts by source code or offer will appear as a negative additional charge if the Prorate Dollar Discounts and Coupons (D90) system control value is selected. Numeric, 20 positions with a 2-place decimal; display-only.
Currency	The currency used on the order. Currency codes are defined in and validated against the Currency table. See Working with Currency (WCUR). Note: This field appears only if the Multi Currency by Offer (E03) system control value is selected. Alphanumeric, 3 positions; display-only.

Reviewing Order Inquiry Detail Information

Purpose: Depending on how the Default Version for Order Inquiry (C34) system control value is set, you advance to the Order Inquiry Header Screen or Order Inquiry Detail Screen when you select a quote or order to review.

This topic assumes that you advance first to the DETAIL screen for Order Inquiry; however, you can also advance to this screen from the Order Inquiry Header Screen by selecting OK.

The Order Inquiry Detail screen gives you access to quote or order information at the item level. Use this screen when you need to review individual items, their reservation status, order messages, history, and other information on a specific item.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including information on the order details.

In this topic:

• Order Inquiry Detail Screen
• Scan Order Detail Screen
• Display Order Broker Details Screen

Not in this topic: This topic does not discuss the function keys displayed at the side of this screen. These options, common to both the Order Inquiry header and detail screens, are described in Options Available in Order Inquiry.

Order Inquiry Detail Screen

Purpose: This screen highlights the items on the quote or order. You cannot modify any fields on this screen.

How to display this screen:

• Select a quote or order at an order inquiry scan screen; Using the Order Inquiry Scan Screens (OIOM)
• Select Order Inquiry for a held order at a Release Held Orders Screen (Working with Releases)
• Select Order Inquiry at the Work with Returns for Order Screen in Work with Return Authorizations (streamlined version)
• Select Ord Inq for a refund at the Work with Refunds Screen
• Select Order Inquiry at the Work with Order Broker Screen
• Select an order for review at the Pending Order Details Screen

Originating order message: If the E-Commerce order number in the Order Header Extended table begins with the text ORIG#:, indicating the originating system for a retail pickup or delivery order is Order Administration, the message This order is fulfilling another order: 9999-001 displays for the sourcing order, where 9999 is the originating order number in Order Administration, and 001 is the ship to number. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for more information.

Additional fields: See Reviewing the Order Inquiry Header Screen for descriptions of the additional fields on this screen.

Field	Description
Whse (Warehouse)	The code for the warehouse this item shipped from, if the order entry operator selected a warehouse other than the one the system assigned; otherwise, the warehouse code is zero. You can review the actual warehouse code on the Display Order Detail Screen (Reviewing Order Line Detail); however, the warehouse code does not appear on this screen either until the order has been shipped. Numeric, 3 positions; display-only.
Ln #	A number the system assigns to each item as it is added to the order. The Order Inquiry detail screen displays lines in descending numeric sequence by line number so that the most recently entered item appears first. A quote or order can have up to 999 lines. The code RTN appears below the line number if there has been a return against the order line. The code EXC appears below the line number if there has been an exchange against the order line. The system identifies an order detail line as containing an exchange item if an associated Order Line History record contains an exchange reason code. You can review order line history on the Display Order Line History Screen. Numeric, 3 positions; display-only.
S (Status)	A one-position code indicating the current status of the item on the order. Possible statuses are: blank = The order line is currently open. Express Bill = You have entered the order using an express-bill ship via, but the BILL_ASYNC process has not yet processed the invoice. See Working with the BILL_ASYNC Job for background. Cancelled = You have canceled the item using a cancel reason code that is not flagged to reduce demand. See Establishing Cancel Reason Codes (WCNR) for background on cancel reason codes. Error = The order line is currently flagged with an error, and the order is suspended in an order batch. See Order Creation Errors for background. Held = The order line is currently held. You can hold a line on an open order to prevent it from printing on a pick slip, even if it is available. Soldout = The item has been sold out. An order line can be sold out: manually in order entry or maintenance through the Sell Out option automatically in order entry or maintenance, based on the soldout control code assigned to the item through the Process Auto Soldouts option See Managing Soldouts and Backorders for background. Closed = The item has been shipped, canceled with a cancel reason flagged to reduce demand, or partially shipped and the remainder of ordered quantity canceled. Display-only.
Item #	A code that identifies a unit of inventory. Item codes are defined in and validated against the Item table. Note: An item alias is displayed if the customer ordered using an alias and the Display Item Alias (D56) system control value is selected. Alphanumeric, 12 positions; display-only.
SKU (Stock keeping unit)	An item's unique characteristics, such as its size and color. The first 14 positions of the SKU description defined at the Create SKU 1 of 2 (With Overrides) Screen are displayed in place of the SKU elements if the Display SKU Description in place of SKU Element (F25) system control value is selected. Alphanumeric, three 4-position fields; display-only.
H (Handling)	Represents the type of special handling for the item. Handling codes are defined in and validated against the Additional Charge Codes table. See Establishing Additional Charge Codes (WADC). Alphanumeric, 2 positions; display-only.
Ord (Ordered)	The number of units of an item the customer ordered. Numeric, 5 positions; display-only.
Rsv (Reserved)	The quantity of the item that the system has reserved from stock. The system does not reserve stock on quotes until they are converted to standard orders; see Converting Quotes to Orders. The reserved quantity is reduced when an item is canceled, confirmed for shipment, or unreserved using Interactive Reservation. The system updates this quantity at billing. Numeric, 5 positions; display-only.
Shp (Ship)	The number of units that have shipped. The system updates this quantity at billing. If an item has shipped, the shipping date displays below this number. Numeric, 5 positions; display-only.
Prt (Print)	The number of units included on a printed pick slip. Pre-generated picks: The system does not update this field when you create a pre-generated pick for the order line during pick slip preparation; the system updates this quantity when you generate a pick slip. See Applying Pick Slip Preparation to an Order and Performing Pick Slip Generation. Voiding a pick slip: The system reduces the printed quantity if you void the pick slip and don't reprint, or when shipment of the item is confirmed. Order Orchestration? For a brokered backorder or a store pickup order line that has been selected for fulfillment through integration with Order Orchestration, the print quantity is equal to the ordered quantity unless a shipment or pickup has already taken place, the order line has been canceled, or a partial quantity of the line is unfulfillable through Order Orchestration (brokered backorders only). See Brokered Backorders or Store Pickup Orders for an overview. Numeric, 5 positions; display-only.
Price	The unit price of the line. The item price is highlighted in a different color if the price represents a discount over the regular offer price for the item, and if the Display Order Line Discount Messages (F01) system control value is selected. However, the system does not highlight the price if the price was overridden on the detail line, and: no item/SKU offer price exists, or the price override reason code’s Override item offer price is selected. See Overriding the Item/SKU Offer Price for more information on the effects of the Override item offer price field. Note: The setting of the Override item offer price field has no effect on orders you receive through the e-commerce interface. If there is a price override reason code in the new order message, the system always processes these orders as if the field is unselected. Numeric, 13 positions with a 2-place decimal; display-only.
Brokered? (unlabeled field below the Ln#)	Order Orchestration? The line is flagged as: OBR if the order line: has been assigned to Order Orchestration for fulfillment (brokered backorder) has been assigned to Order Administration for fulfillment by the Order Broker (retail pickup or delivery) ships to a store location, where the customer picks it up (ship-for-pickup) a return or exhange has not been processed against the line; in this situation, RTN or EXC displays instead SPU if the customer is picking up the order at a retail store location where the inventory is already available (store pickup) and a return or exhange has not been processed against the line (in this situation, RTN or EXC displays instead) Note: The OBR or SPU flag remains on the order line even if the line has been fulfilled, canceled, or rejected by the fulfilling store location. For a brokered backorder or a store pickup order line that has been selected for fulfillment through integration with Order Orchestration: the print quantity is equal to the ordered quantity unless a shipment or pickup has already taken place, or a partial quantity of the line is unfulfillable through Order Orchestration (brokered backorders only) if the order line has not yet been fulfilled, the Drop ship flag for the order line is set to D
	Reviewing Order Orchestration details: You can select D/S Status for the item to advance to the Display Order Broker Details Screen and review information about a brokered backorder line, or a line on a retail pickup, delivery, ship-for-pickup, or store pickup order. This option is available whenever there is a related Order Orchestration record in Order Administration, regardless of whether the line has been fulfilled or canceled, or rejected by the fulfilling store location. Note: If the order line on a retail pickup, delivery, or ship-for-pickup order is also fulfilled through integration with Order Orchestration’s Supplier Direct Fulfillment module, and the drop ship information has already been sent to Order Orchestration, you advance first to the Display P/O Drop Ship Screen. From that screen, you have the option to advance to the Display Order Broker Details Screen. See Order Orchestration Integration for background. Alphanumeric, 3 positions; display-only.
Item description (unlabeled field below the item code)	The description of the item. Alphanumeric, 120 positions; display-only.
Expected ship date	Backordered item: the date a purchase order for this backordered item is expected. Note: This field is not displayed for a reserved item, or if there are no open purchase orders for the item. Drop ship item, including brokered item: This date is displayed for drop ship items if the Assign Drop Ship Expected Ship Date (I59) system control value is selected. See that system control value for more information. Numeric, 6 positions (in user date format); display-only.
Invoice date	The most recent date when you billed for shipment on this order detail line. This field is blank for order detail lines that have not yet shipped. Numeric, 6 positions (in user date format); display-only.
Extended price	The extended price of the line, calculated as: Unit price x Order quantity = Extended price Numeric, 20 positions with a 2-place decimal; display-only.

See Options Available in Order Inquiry for a listing of all functions and options available.

Screen Option	Procedure
Review line details	Select Display for an item to advance to the Display Order Detail Screen (Reviewing Order Line Detail).
Review a page or document associated with an order detail line	Select Attached Link for an item to advance to the Display Hyperlink Screen. This screen is available only if a link for the order detail line was passed in the Inbound Order XML Message (CWORDERIN). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
Review coupon discounts	Select Coupons for an item to advance to the Coupon Discount Window. You cannot change any information on this screen.
View Order Orchestration drop ship status information about a purchase order detail line	Select D/S Status for an item to advance to the Display P/O Drop Ship Screen, if: the item is a drop ship item, and you use the Order Orchestration interface to process drop ship items for this vendor (see Drop ship output), and you have already sent the drop ship purchase order to Order Orchestration’s Supplier Direct Fulfillment module Both drop ship and fulfilled through Order Orchestration? If this is a delivery, retail pickup, or ship-for-pickup order and the item is fulfilled through drop ship integration with Order Orchestration as described above, you advance first to the Display P/O Drop Ship Screen, with an option to advance to the Display Order Broker Details Screen.
Review the Order Orchestration information for any order line being fulfilled through the integration with the Order Orchestration Integration	Select D/S Status for an item to advance to the Display Order Broker Details Screen, if: the item has been submitted to Order Orchestration for fulfillment (brokered backorder), or the customer picks up the order up at a retail location where the inventory is available (store pickup), or the order was assigned to Order Administration for fulfillment (retail pickup or delivery), or the order ships to a store location, where the customer picks it up (ship-for-pickup), and a pick slip or drop ship pick slip or purchase order has already been generated for the order line See Order Orchestration Integration. Both fulfilled through Order Orchestration and drop ship? If this is a delivery, retail pickup, or ship-for-pickup order and the item is fulfilled through integration with Order Orchestration’s Supplier Direct Fulfillment module, you advance first to the Display P/O Drop Ship Screen, with an option to advance to the Display Order Broker Details Screen.
Review stored value cards	Select SVC for an item to advance to the Display Stored Value Cards Screen if the item is a stored value card item (SVC type is P, E, or V). An error message indicates if the item on the order line is not a stored value card or the stored value card has not yet been billed: SVC do not exist for this item/SKU.
Review history	Select History for an item to advance to the Display Order Line History Screen.
Review order line messages	Select Messages for an item to advance to the Work with Order Line Messages Screen.
Review reserved lines	Select Reserved lines for an item to advance to the Display Reserved Order Lines Screen.
Review special handling	Select Special Handling for an item to advance to the Display Special Handling Screen or the Display Custom Special Handling Screen.
Review zone reservation dates	Select Zone Resv for an item to view the Display Zone Reservation Dates Window.

Scan Order Detail Screen

Purpose: Use this screen to review detail information in a simple tabular format. This format allows more items to display on the screen at one time, and can make it easier for you to scan certain types of information quickly.

How to display this screen: Select Scan Lines at the Order Inquiry Detail Screen. Also, if the Default Version for Order Inquiry (C34) system control value is blank, you advance to this screen when you:

• Select a quote or order at an order inquiry scan screen; Using the Order Inquiry Scan Screens (OIOM)
• Select Sold To at the Order Inquiry Detail Screen
• Select Release for a held order at a Release Held Orders Screen (Working with Releases)
• Select Order Inquiry at the Work with Returns for Order Screen in Work with Return Authorizations (streamlined version)
• Select Ord Inq for a refund at the Work with Refunds Screen
• Select Order Inquiry at the Work with Order Broker Screen
• Select an order for review at the Pending Order Details Screen

Field descriptions: See Order Inquiry Detail Screen and Reviewing the Order Inquiry Header Screen for each field not described.

Field	Description
Inv dt (Invoice date)	The date when the item was billed. Numeric, 6 positions (in user date format); display-only.
Rtn (Returned quantity)	The quantity of the item that has been returned. Numeric, 5 positions; display-only.

Available options: Select Detail at this screen to display the Order Inquiry Detail Screen. See Options Available in Order Inquiry for information on the remaining function keys.

Display Order Broker Details Screen

Purpose: Use this screen to review the details of an order line that:

• was backordered and submitted to Order Orchestration for fulfillment (brokered backorder), even if the line was not fulfilled through Order Orchestration and has returned to standard warehouse processing or has shipped, or is on an order that:

  • originated in Order Administration, and the customer picks up at a store location where the merchandise is already available (store pickup order), or

  • originated in Order Administration, and ships to a store location where the customer picks it up (ship-for-pickup order), or

  • Order Orchestration sent to Order Administration for shipment directly to the customer (delivery order), or

  • Order Orchestration sent to Order Administration for shipment to the originating store location, where the customer picks it up (retail pickup order)

Each field on this screen is display-only.

Note:

This screen does not display activity related to changing the setting of the order’s Under Review flag in Order Orchestration based on the order’s hold status in Order Administration, although the Display Order History Screen does display a related message. This activity can occur if the Send Held Orders to OROB (M18) system control value is selected; see that system control value for a discussion.

For more information: See the Order Orchestration Integration for background on different types of orders fulfilled through integration with Order Orchestration’s Order Orchestration module.

How to display this screen: Select D/S Status for an order line at the Order Inquiry Detail Screen. This option is available only for items fulfilled through integration with Order Orchestration (flagged on the Order Inquiry Detail Screen as OBR or SPU).

If the order line is fulfilled through integration with Order Orchestration’s Supplier Direct Fulfillment module: You advance first to the Display P/O Drop Ship Screen, with an option to advance to the Display Order Broker Details screen, if:

• this is a delivery, retail pickup, or ship-for-pickup order, and
• the item is fulfilled through integration with Order Orchestration’s Supplier Direct Fulfillment module, and
• Order Administration has already sent the purchase order information to Order Orchestration

To display this screen from the Display P/O Drop Ship Screen, select Order Broker Detail.

Note:

If you advance to this screen by selecting Order Broker Detail at the Display P/O Drop Ship screen, you return to the Display P/O Drop Ship screen when you exit this screen.

Field	Description
Order #	A unique number the system assigns to identify the order. The ship-to number is to the right, separated by a hyphen. Order number: numeric, 8 positions. Ship-to number: numeric, 3 positions.
Line #	A number the system assigns to each item as it is added to the order. Numeric, 3 positions.
Broker delivery type	Indicates the type of order: blank = brokered backorder. See Brokered Backorders for background. DELIVERY: See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for background. RETAIL PICKUP: See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for background. SHIP FOR PICKUP: See Ship-for-Pickup Orders for background. STORE PICKUP: See Store Pickup Orders for background.
Originating Location	The location originally assigned to fulfill the order. From the cross-reference record set up through Work with Store Cross Reference (WSCR). The description of the location is separated from the location code by a hyphen (-). See the Order Orchestration Originating Location, Fulfilling Location, and Pickup Location for a discussion, including information on when the location field is blank. The location description is truncated if it exceeds the allotted space. Location code: alphanumeric, 10 positions. Location description: alphanumeric, 40 positions.
Pickup Location	The location where the customer has selected to pick up the order. From the cross-reference record set up through Work with Store Cross Reference (WSCR). The description of the location is separated from the location code by a hyphen (-). See the Order Orchestration Originating Location, Fulfilling Location, and Pickup Location for a discussion, including information on when the location field is blank. The location description is truncated if it exceeds the allotted space. Location code: alphanumeric, 10 positions. Location description: alphanumeric, 40 positions.
Item/SKU	A code that identifies a unit of inventory. Item codes are defined in and validated against the Item table. Note: The regular item code is displayed, regardless of whether the customer ordered using an alias and the Display Item Alias (D56) system control value is selected. Alphanumeric, 12 positions.
Order qty	The number of units of the item that the customer ordered. Numeric, 5 positions.
Details tab	Multiple locations? If you use the split order and split line options and Order Orchestration cannot find a single location to fulfill a brokered backorder line, it might split the across multiple fulfilling locations; splitting can occur either when Order Orchestration initially receives the order, or if the first assigned location rejects the line and Order Orchestration “reshops” it. The Use Split Order (L56) system control value controls this option in Order Administration, while the Allow Split Order and Allow Split Line settings at Order Orchestration’s Preferences screen control these options in Order Orchestration. In this situation, there is a single request ID assigned by Order Orchestration. If the Create Separate Picks for Ship for Pickup Orders (L89) system control value is selected and a line on a ship-for-pickup order splits across multiple warehouses for shipment, Order Administration creates a separate SubmitOrder request to Order Orchestration for each warehouse. In this situation, each SubmitOrder request creates a separate request ID assigned by Order Orchestration. Note: It is not possible to have a split line on other types of Order Orchestration orders.
Fulfilling Location	The location where: the item is currently assigned for fulfillment, which might be a store location (brokered backorder) or the Order Administration warehouse (retail pickup or delivery order) the customer picks up the order (store pickup or ship-for-pickup order) From the cross-reference record set up through Work with Store Cross Reference (WSCR). The description of the location is separated from the location code by a hyphen (-). See the Order Orchestration Originating Location, Fulfilling Location, and Pickup Location for a discussion, including information on when the location field is blank. The location description is truncated if it exceeds the allotted space. Location code: alphanumeric, 10 positions. Location description: alphanumeric, 40 positions.
Status	The current status of the Order Orchestration request. Possible statuses are described at the Order Orchestration Status Summary Table.
Qty	The quantity currently assigned to the fulfilling location. Might be less than the ordered quantity if this is a brokered backorder, the Use Split Order (L56) system control value is selected, and the Allow Split Order and Allow Split Line preferences in Order Orchestration are also selected. Numeric, 5 positions.
Created date/time	The date and time when the Order Orchestration request was created. Date: Numeric, 6 positions (in user date format). Time: Numeric, 6 positions (HH:MM:SS format).
Polled date/time	The most recent date and time when the BROKER job evaluated whether to request a status update for the order line. The job uses the Order Broker Status Update Interval (K10) system control value to determine how often to check on status. Not used for retail pickup or delivery orders, which do not originate in Order Administration. Date: Numeric, 6 positions (in user date format). Time: Numeric, 6 positions (HH:MM:SS format).
Request ID	A unique ID number assigned by Order Orchestration to identify the order line or order: If you do not split orders, each individual brokered backorder item submitted to Order Orchestration receives a unique request ID, and Order Orchestration treats it as a separate order; otherwise, lines on an order create a single request ID in Order Orchestration when the system submits the lines to Order Orchestration in the same request message. If the Create Separate Picks for Ship for Pickup Orders (L89) system control value is selected, Order Administration submits each order line to Order Orchestration as a separate order, and Order Orchestration assigns each its own request ID. Store pickup orders cannot be split. The request ID is blank for requests whose status is: Z: Canceled C: Closed J: Rejected R: Ready W: Waiting The field might also be blank for requests in E: Error status, depending on the nature of the error. For example, requests that Order Orchestration did not receive and create successfully are not assigned request ID’s. Although the field in Order Administration is up to 25 positions, Order Orchestration does not support a request ID longer than 10 positions. Numeric, 25 positions.
History tab	History records sort by the line number assigned in Order Orchestration, and then by date and time within line number. The most recent 101 history records are displayed.
Date	The date when the request was sent to Order Orchestration, or when the response was received in Order Administration. Numeric, 6 positions (in user date format).
Time	The time when the request was sent to Order Orchestration, or when the response was received in Order Administration. Numeric, 6 positions (HH:MM:SS format).
OROB Ln#	The line number currently assigned in Order Orchestration at the time the response was sent or received. The line number is blank for history that occurs before Order Orchestration sends a response message indicating the current line number. If the order line is initially split at creation in Order Orchestration, the first few history records might have blank line numbers. Numeric, 5 positions.
Transaction type	The type of activity that occurred. Possible transaction types are: C - Send Status Request = Order Administration sent an request to Order Orchestration to inquire about the order’s current status. D - Receive Status Response = Order Administration received the status inquiry response message from Order Orchestration. Note: Once the order line is in Accepted status, Order Administration does not write a history record for the status inquiry response as long as the record remains in this status. M - Maintenance Transaction = You canceled the brokered backorder or store pickup request. You can cancel a brokered backorder either through order maintenance, or by canceling the Order Orchestration request itself (but not the order line) at the Work with Order Broker Screen; however, you can only cancel a store pickup request through order maintenance. E - Send Update Request = Order Administration sent a status update request message to Order Orchestration. F - Receive Update Response = Order Administration received the status update response message from Order Orchestration. See the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1) for examples of the different messages generated or received by Order Administration as part of the Order Orchestration integration. Alphanumeric, 25 positions.
Status	The status of the Order Orchestration line at the time of the activity. Possible statuses are described at the Order Orchestration Status Summary Table.
Fulfilling Location	The location where the item was assigned for fulfillment (brokered backorder, retail pickup, or delivery) or pickup (store pickup, ship-for-pickup) at the time the activity occurred. The description of the location is separated from the location code by a hyphen (-). If there is no Store Cross Reference record for the location, no description is displayed. See the Order Orchestration Originating Location, Fulfilling Location, and Pickup Location for a discussion. The location description is truncated if it exceeds the allotted space. Location code: alphanumeric, 10 positions. Location description: alphanumeric, 40 positions.
Qty	The quantity of the Order Orchestration line at the time of the activity. Might be less than the ordered quantity if this is a brokered backorder, the Use Split Order (L56) system control value is selected, and the Allow Split Order and Allow Split Line preferences in Order Orchestration are also selected. Numeric, 5 positions.
Error	The error, if any, received from Order Orchestration. The error message is truncated if it exceeds 30 positions. An error of Null response from OROB indicates that the OROB Account (K49) system control value is not set correctly. See Troubleshooting the Order Orchestration Integration and the Order Orchestration Web Services Guide https://support.oracle.com (ID 2953017.1) for more information on possible errors. Alphanumeric, 30 positions; display-only.

Reviewing Order Details

Purpose: From the Order Inquiry Detail Screen you can display information about a specific item purchased on a quote or order. Order line detail provides you with information you may need to respond to a customer's inquiry.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including information on the order details.

In this topic: This topic presents the screens and pop-up windows available from the Order Inquiry Detail Screen and the Display Order Detail Screen (Reviewing Order Line Detail):

• Display Order Detail Screen (Reviewing Order Line Detail)
• Display Hyperlink Screen
• Display Special Handling Screen
• Display Custom Special Handling Screen
• Display Reserved Order Lines Screen
• Display Zone Reservation Dates Window
• Item Availability Screen
• Order Pricing Window
• Order Quantities Window
• Order Dates Window
• Work with Item/SKU Comments Window
• Display P/O Drop Ship Screen

  • Submit Cancel Request Pop-up Window

For more information:

• item history (History): Display Order Line History Screen
• zone reservation process (Zone Res): Shipping Zone Reservation Overview

Display Order Detail Screen (Reviewing Order Line Detail)

Purpose: Use this screen to review information related to a specific item on the quote or order. The information at the top of this screen identifies both order and line information.

How to display this screen: At the Order Inquiry Detail Screen or at the Scan Order Detail Screen, select Details for an item.

Field descriptions: See Order Inquiry Detail Screen and Order Inquiry Header Screen for each field on this screen not described.

Field	Description
B/O (Back order)	A brief explanation of the reason an item is on backorder or unavailable for shipment. Order Orchestration? If the detail line has been assigned to Order Orchestration for fulfillment, the detail line is flagged as backordered and has a Printed quantity that is equal to the ordered quantity. In this case, the Drop ship flag for the order line is set to D. The backorder reason remains on the order line even after the line is fulfilled through Order Orchestration. See Brokered Backorders for an overview. Alphanumeric, 25 positions; display-only.
Ofr (Offer)	A code for the catalog, space or television advertisement from which you accept quotes and orders. The offer defined for the quote or order controls how to calculate shipping and price items. However, if you override the offer for an item (if the customer is ordering from more than one catalog, for example), demand for the item is attributed to the offer associated with the item rather than the order. Demand represents the number and dollar value of orders placed against an offer. Note: The system automatically overrides the offer for an item if Override Offer on Order Detail Line (D49) system control value is selected and the item is not sold in the offer used on the order. Offers are defined in and validated against the Offer table. See Working with Offers (WOFR). Alphanumeric, 3 positions; display-only.
Price	The per unit price of this item, after applying all discounts and repricing. This price reflects any coupon discount amount or dollar discount by offer or source if the Prorate Dollar Discounts and Coupons (D90) system control value is selected. Numeric, 13 positions with a 2-place decimal; display-only.
Pricing method (Unlabeled field directly below the Price field)	The method the system used to calculate the price of an item, such as special source pricing, quantity break by item (item/offer pricing), or price codes. See the Order Pricing Window for a listing of pricing methods. Alphanumeric, 25 positions; display-only.
N/C (No charge)	This flag indicates whether the customer will be charged for the item. Valid values: No Charge = The customer is not charged for the item. Priced = The customer is charged for the item.
Ovr (Price override reason code)	Represents the reason that the price of an item was changed or the customer was given the item at no charge. The system assigns a price override reason code when a free gift or promotional item is added to the order. For quotes, the system assigns the price override reason code defined in the Price Override Reason for Quotes (K75) system control value to each detail line. Price override reason codes are defined in and validated against the Price Override Reason Code table. See Establishing Additional Charge Codes (WADC). Several system control values are available for the system to assign a price override reason code for different types of price overrides; see Setting Up Order Entry Values. Numeric, 1 position; display-only.
Offer price	The item price as defined for the offer. If the order was subject to VAT and tax-inclusive pricing, in which any tax is included in the Hidden tax field rather than the Tax bucket on the order, the offer price presented here is the tax-inclusive offer price. Note: When a price override reason applies to the order line (whether you enter an override reason manually, or if the system applies the override automatically), the override reason’s Override item offer price setting controls whether to use the regular offer price. See Overriding the Item/SKU Offer Price for a discussion. Customer price group pricing: If you use Customer Price Group Pricing, the offer price represents the initial price of the item, based on the Price Type defined for the customer price group. Numeric, 13 positions with a 2-place decimal; display-only.
Pre-disc price (Pre-discount price)	The item price before applying any coupons or dollar discounts by source or offer, if the Prorate Dollar Discounts and Coupons (D90) system control value is selected, but after applying other discounts and repricing. The system does not update this field if you change the customer's tax status at any point after entering the item. If you use tax-inclusive pricing, there may be cases where the system reprices items due to changes in a customer's tax exemption status, changing the shipping address to a VAT-exempt state, etc. In these cases, the pre-discount price may not correspond to the way the actual price was derived. Numeric, 13 positions with a 2-place decimal; display-only.
Duty	The amount of duty, if any, charged for the item. The system calculates duty based on the duty rates defined for the country of the ship-to address and the harmonize code defined for the item. See Setting Up the Country Table (WCTY). Duty is included in the Handling bucket for the order. Numeric, 13 positions with a 2-place decimal; display-only.
Ship via	A code that identifies the carrier who delivers the merchandise. Ship via codes are defined in and validated against the Ship Via table. See Working with Ship Via Codes (WVIA). A ship via code appears here only if the ship via for the item is different from the ship via on the quote or order. Numeric, 2 positions; display-only.
Extension	The total dollar amount for the item. Calculation is: Order Quantity x Item Price = Extension The extension is based on the item selling price, after applying all discounts and repricing. Numeric, 20 positions with a 2-place decimal; display-only.
Discount method (Unlabeled field below the duty field)	The method, such as source code discount or order discount, that the system used to apply any discounting to the item price after applying any other pricing methods (but before applying a coupon amount or dollar discount by source or offer, if the Prorate Dollar Discounts and Coupons (D90) system control value is selected). Alphanumeric, 25 positions; display-only.
Arr date (Arrival date)	The date the customer requested delivery of the item. The order date defaults in order entry. Numeric, 6 positions (in user date format); display-only.
Source	The source code assigned to the detail line. A source code appears here only if: the Order Entry operator entered a source code at the line level, or the Use Source Code from Order Header When Creating Order Lines (D73) system control value is selected, or 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. The source code at the line level controls demand and sales information/posting for that item, whereas the source code on the order controls how items are priced and freight is calculated. Alphanumeric, 9 positions; display-only.
Exp ship date (Expected ship date)	For a backordered item: the date a purchase order containing this backordered item is expected. For drop ship items, including brokered items: This date is displayed for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is selected. See that system control value for more information. Numeric, 6 positions (in user date format); display-only.
C/G (Coordinate group)	A number assigned to two or more items to ensure that they ship together. Numeric, 2 positions; display-only.
Freight	The charge for shipping the item. This total does not include additional freight charges, and is blank if the freight is calculated for the entire order instead of item-by-item. The system calculates freight charges based on the freight method defined for the source code on the order. Numeric, 13 positions with a 2-place decimal; display-only.
B/O whs (Backorder warehouse)	A code that identifies the warehouse assigned to ship a backordered item. Note: This field appears only if there is a backordered quantity of the item, or if the order line has been assigned to Order Orchestration for fulfillment as a brokered backorder. If the line is fulfilled through Order Orchestration as a brokered backorder, the backorder warehouse remains on the order line. See Brokered Backorders for an overview. Numeric, 3 positions; display-only.
G/W (Gift wrap)	A flag that identifies whether the item is gift wrapped. Valid values are: Selected = Gift wrap the item. Unselected = Do not gift wrap the item.
S/H code (Special handling code)	Represents the type of special handling to be performed on the item. Special handling refers to any type of item personalization, such as monogramming, alterations, engraving, etc. The item/SKU offer controls whether you can apply special handling to an item/SKU. See Special Handling Overview for more information. Alphanumeric, 2 positions; display-only.
S/H charge (Special handling charge)	The dollar amount for special handling of the item. See Special Handling Overview for more information. Numeric, 13 positions with a 2-place decimal; display-only.
Future order	This flag indicates that the arrival date for the item is too far in the future to reserve stock. The item is reserved when the current date reaches the requested arrival date minus lead days for picking and shipping. Valid values are: Selected = This is a future order; do not reserve inventory. Unselected = This is not a future order and is eligible for inventory reservation.
Warehouse	The warehouse shipping the item. Typically set to 0. Some reasons why an order line might be assigned to a specific warehouse: this is a retail pickup or delivery order assigned to a warehouse by Order Orchestration the order line is a return created by entering a negative quantity in order entry the order line was express-billed you specified a warehouse override for the order or line when creating the order, either in interactive order entry or through the order API Numeric, 3 positions; display-only.
Cancel date	The last date when the customer will accept receipt of this item. For quotes, this is the date the quote expires. Items that have not shipped by the cancel date are included in the Order Cancellation List by Item; however, they are not canceled automatically. This gives you the opportunity to contact the customer and extend the delivery time. Numeric, 6 positions (in user date format); display-only.
Affect inv (Affect inventory)	If this flag is selected, it indicates that the system reserves the item and reduces inventory after a shipment. Valid conditions are: Selected = Reserve the item and reduce inventory. Unselected = Do not affect inventory. This flag is unselected if the item is flagged as a non-inventory item.
Drop ship	A code that identifies the item as one that you do not typically stock in inventory, and which you must order from your vendor, who then ships the item(s) directly to the customer. An item is defined as a drop ship item in the Item table, or can be identified as a drop ship item in order entry or maintenance. Valid values are: D = Drop ship item. blank = Regular item. Order Orchestration? If the order line has been assigned to Order Orchestration for fulfillment (brokered backorder) or if the customer is picking up the order at a store location where the inventory is already available (store pickup), the Drop ship flag for the order line is set to D. In this case, the order line is flagged as B/O and it has a Printed quantity that is equal to the ordered quantity. See Brokered Backorders or Store Pickup Orders for an overview. Alphanumeric, 1 position; display-only.
Priority	A number that controls the priority of order fulfillment on a backordered item. Priority codes range from 0-9, where: 0 = lowest priority 9 = highest priority A value defaults to this field if a priority was entered or defaulted into the Pty (Priority) on the order header; and this field, in turn, defaults from the B/O priority (Backorder priority) field for the source code. Numeric, 1 position; display-only.
Bypass rsv (Bypass reservation)	This flag controls whether the system reserves this item during Order Entry. If the Use OROB for Fulfillment Assignment (M31) system cotnrol value is selected, the system selects this flag for each order line sent to Order Orchestration for fulfillment assignment. See Brokered Backorders. If the Use OROB for Fulfillment Assignment (M31) system control value is unselected, items that bypass immediate reservation must be reserved using Interactive Reservation. See Working with Interactive Reservation (MIRV). You can define an item to bypass reservation in the Item table. Valid values are: Selected = Bypass immediate reservation. Unselected = Do not bypass immediate reservation. Regardless of the setting of this field, the system does not reserve items on quotes.
Page letter	Indicates the item was ordered by page/letter rather than item number. The page letter code consists of the page of the catalog where the item appears and its position on the page. Page/letter entry format is possible only if you have selected this format for Order Entry. The page/letter assignment is defined in the Item/Offer table. See Performing Initial Item Entry (MITM). Example: Item C100 appears on page 52 of the winter preview catalog. It is the first item on the page. If using page/letter entry, you can select it as item W52A in Order Entry; however, the item appears as C100 on the order and prints as C100 on the pick slip. Alphanumeric, 6 positions; display-only.
Cost override	The override to the item's cost, from order entry or order maintenance. You can override the cost of an item to manage the gross profit margin calculation. Gross profit margin is that amount of the price that exceeds your cost for the item. A common application of cost override in order entry is when you receive cost information from a drop ship vendor, and you calculate a gross profit margin based on the vendor's statement of cost; the new cost information appears in this field. Numeric, 13 positions with a 4-place decimal; display-only.
G/W $ (Gift wrap price)	The dollar amount charged for gift wrapping an item, as defined in the Item/Offer or SKU/Offer record. Numeric, 13 positions with a 2-place decimal; display-only.
Add'l frt (Additional freight)	The dollar amount of shipper/item charges, as defined for the shipper and item at the Work with Ship Via/Item Screen. Numeric, 13 positions with a 2-place decimal; display-only.
Tax	Sales tax charged for the item, as calculated by the system. This is the extended tax amount; that is, the total tax for the entire quantity. The total in the Tax bucket on the order may not equal the totals for each item if, for example the order is subject to tax on handling and/or freight, or due to rounding up or down to the nearest penny. On orders subject to VAT and tax-inclusive pricing, any tax appears in the Hidden tax field. This amount is not included in the Tax bucket on the order totals. Numeric, 13 positions with a 5-place decimal; display-only.
Tax override %	The tax rate for the tax. Note: This field displays only if a Tax override rate is defined in the Order Detail table. The system uses the following calculation to determine the tax override rate: (tax amount /extended amount) x 100 = tax override rate The system stores the tax rate for the tax override in the ODT Tax Override Rate field in the Order Detail table; the system uses the tax rate during Order Maintenence if you use the Discount Price window to apply a discount to a shipped item. Billing also uses this tax rate to create the credit invoice and calculate the tax credit amount using the new tax amount. See Discount Price Window (Applying a Discount to an Item) for an example. Numeric, 7 positions with a 5-place decimal; display-only.
Hidden tax	The amount of any hidden tax attributed to the item. This field appears only if the Tax Included in Price (E70) system control value is selected, and a hidden tax amount appears only for orders and items subject to VAT and tax-inclusive pricing. On orders using tax-inclusive pricing, you charge a different, higher price for an item than an orders subject to conventional tax. Also, any tax amount is not calculated in the standard way and included in the Tax bucket on the order; instead, a hidden tax amount is calculated based on the information you have defined for the customer's country or the item itself, and this amount is “hidden” on the order detail line; this tax is not visible to the customer. Unlike the item tax included in the Tax field, described above, the hidden tax is a unit amount, not an extended amount; you must multiply the hidden tax amount by the item quantity to arrive at the extended hidden tax amount for the order line. In tracking sales figures, such as in the Order Billing History table and on marketing reports, the system subtracts the hidden tax amount from the item price to determine sales dollars. For example, if the customer pays $10.00 for an item, but the hidden tax amount is $1.50, the system posts the sale as $8.50. It is possible for the hidden tax for an item to exceed the price you charge the customer if you have defined hidden tax for the item as an amount rather than a percentage of the item price, and you sell the item at a considerable discount or as a free gift. An item may be exempt from tax, hidden tax, or both based on exemptions defined for the order, customer, state, or item. See Working with Customer Tax Status for more information on tax exemptions. See Setting Up the Zip/City/State (Postal Code) Table (WZIP) for more information on how the system determines how to apply tax or hidden tax to an order. Numeric, 13 positions with a 2-place decimal; display-only.
Quantity	A series of item status fields updated by the system. Valid values are: Reserved Quantity The number of units for which stock has been reserved. This number is reduced when items are canceled, confirmed, or unreserved using Interactive Reservation. Reserved Date The date when the units were reserved. This date remains blank for items flagged as a non-inventory item. Printed Quantity The number of units for which pick slips have been printed. This number is reduced if the pick ticket is voided or when shipment of the item is confirmed. Printed Date The date when the pick slip was printed. Shipped The number of units that have shipped. This quantity is negative for returns created by entering a negative quantity in order entry. Returned The number of units that the customer has returned. This quantity is zero for returns created by entering a negative quantity in order entry. Canceled The number of units that have been canceled. Sold Out The number of units that are sold out. Number: numeric, 5 positions, display-only. Order Orchestration? If the order line has been assigned to Order Orchestration for fulfillment (brokered backorder) or if the customer is picking up the order at a retail location where the inventory is already available (store pickup), the order line is flagged as backordered and has a Printed quantity here that is equal to the ordered quantity. In this case, the Drop ship flag for the order line is set to D until the order line is fulfilled and the Printed quantity is reduced. See Brokered Backorders or Store Pickup Orders for an overview.

Screen Option	Procedure
Review special handling	Select S/H to advance to the Display Special Handling Screen or Display Custom Special Handling Screen.
Review item availability	Select Availability to advance to the Item Availability Screen.
Review item pricing information	Select Pricing to display the Order Pricing Window.
Review quantities	Select Qtys to display the Order Quantities Window.
Review dates	Select Dates to display the Order Dates Window.
Display item or SKU comments	Select Comments to display the Work with Item/SKU Comments Window.
Review order line messages	Select Msgs to advance to the Item Availability Screen.
Review order transaction history	Select History to advance to the Display Order Line History Screen.

Display Hyperlink Screen

Purpose: Use this screen to advance to a linked web page or file for an item.

How to display this screen: Select Attached Link for an order detail line at the Order Inquiry Detail Screen. This screen is available only if the link was passed in the line_hyperlink attribute of the Inbound Order XML Message (CWORDERIN).

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Following the link: Click on Click here to view attached link to open the link target in a new browser window.

Note:

If the link was passed in upper and lower case, the case is retained.

Troubleshooting the hyperlink for an item:

• The system does not validate that the link passed in the inbound message points to an existing page or file; if the page or file is not available when you click the link, the browser window displays an error.
• If the link does not begin with http, then when you click the link, Order Administration appends the same path as the current screen. For example, if the link passed was images/IMG1234.PDF, and the screen is located in http://server:port/oms/, then Order Administration attempts to open the link at http://server:port/oms/images/IMG1234.PDF.
• In order for certain special characters to be created correctly through the Inbound Order XML Message (CWORDERIN), they must be passed as described under Translating Special Characters.

  For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

• Depending on your browser settings, you might be able to display the link by positioning your mouse over the words Click here to view attached link, or by right-clicking and selecting Properties.
• There is no screen you can use to change or update the Hyperlink field for an item once the order has been created.

Field	Description
Order #	The order number and ship to number associated with the hyperlink. Order#: Numeric, 8 positions; display-only. Ship to#: Numeric, 3 positions; display-only.
Line #	A number the system assigns to each item as it is added to the order. Numeric, 3 positions; display-only.
Item-SKU\description	The item and SKU code, followed by the description of the item and SKU. The description field displays up to 52 positions; however, if the SKU description is truncated, you can display the rest by putting your cursor in the field and advancing it to the right. Item: alphanumeric, 12 positions; display-only. SKU: alphanumeric, three 4-position fields; display-only. Item description: alphanumeric, 120 positions; display-only. SKU description: alphanumeric, 40 positions; display-only.

Display Special Handling Screen

Purpose: This screen depicts the special handling code and charge that apply to an item if it uses regular (that is, not custom) special handling.

How to display this screen: Select Special Handling for an item at the Order Inquiry Detail Screen or at the Scan Order Detail Screen, or select Special Handling at the Display Order Detail Screen (Reviewing Order Line Detail).

Note:

If the item has custom special handling, you advance to the Display Custom Special Handling Screen instead.

Field	Description
Special handling	Represents the type of special handling that applies to an item. Special handling refers to any type of item personalization, such as monogramming, alterations, engraving, etc. The item/SKU offer controls whether the item is eligible for special handling. See Special Handling Overview for more information. The information is defined in the Additional Charges Code table. See Establishing Additional Charge Codes (WADC). Numeric, 2 positions; display-only.
Charge	The charge for special handling of an item. See Special Handling Overview for more information. Numeric, 13 positions with a 2-place decimal; display-only.
Handling information	Free-form instructions about how to customize the item. These fields might be blank if, for example, you use the special handling format only to add a charge to the Handling bucket on the order. The Suppress S/H window field for the additional charge code allows you to suppress the automatic display of the special handling screen in order entry if you use a special handling code for this purpose. Alphanumeric, 30 positions each line; display-only.

Display Custom Special Handling Screen

Purpose: This screen depicts the special handling code and charge that apply to an item that uses custom special handling. The fields on your screen will differ based on how you set up the special handling format detail at the Create Special Handling Format Detail Screen.

For more information on custom special handling information, see:

• Special Handling Overview
• Establishing Custom Special Handling Formats (WSHF) on how to set up special format detail
• Working with Items on the Order on how to enter custom special handling information on an order

How to display this screen: Select Special Handling for an item at the Order Inquiry Detail Screen or at the Scan Order Detail Screen, or select Special Handling at the Display Order Detail Screen (Reviewing Order Line Detail).

How to display this screen: If the item has regular special handling, you advance to the Display Special Handling Screen instead.

Field	Description
Special format	Represents the type of special handling that applies to an item. Special handling refers to any type of item personalization, such as monogramming, alterations and emblems. Special handling codes are defined in and validated against the Additional Charge Code table. See Special Handling Overview for more information. Numeric, 2 positions; display-only.
Charge	The charge associated with the special handling applied to this item. See Special Handling Overview for more information. Numeric, 13 positions with a 2-place decimal; display-only.
Label	A special handling option defined for this custom special handling format. Alphanumeric, 15 positions; display-only.
Input	The response selected for each special handling option available in the custom special handling format. These fields might be blank if, for example, you use the special handling format only to add a charge to the Handling bucket on the order. The Suppress S/H window field for the additional charge code allows you to suppress the automatic display of the special handling screen in order entry if you use a special handling code for this purpose. Alphanumeric, 45 positions; display-only.
Charge (Optional charge)	The charge associated with an option in the custom special handling format. This charge is added to the Handling bucket of the order totals. Numeric, 13 positions with a 2-place decimal; display-only.

Display Reserved Order Lines Screen

Purpose: Use this screen to identify reserved, open, and printed quantities for an item on an order.

Pick slip preparation: When the system applies pick slip preparation to an order, the system updates the Reserved Order Line table for each order line included on a pre-generated pick:

• Increments the Qty printed by the quantity on the Pick Control Detail.
• Decrements the Qty remaining by the quantity on the Pick Control Detail.

Note:

The system does not update the Qty printed in the Order Detail table during pick slip preparation; this update occurs during pick slip generation. You can review the quantity printed for an order detail line on the Order Inquiry Detail Screen.

See Applying Pick Slip Preparation to an Order for more information on the updates that are performed.

How to display this screen: Select Reserved Lines for an item on the Order Inquiry Detail Screen.

Field	Description
Order line	This field includes the customer number, ship-to number, and the order detail line number, each separated by a hyphen (-). Numeric, 3 positions; display-only.
Qty ordered (Quantity ordered)	The total number of units ordered of the item. Numeric, 5 positions; display-only.
Qty reserved (Quantity reserved)	The total number of units the system has reserved for this item. Reservation may occur immediately at Order Entry or in batch mode at designated intervals. When reviewing item reservation fields, you may need to be aware that these conditions may prevent or delay reservation: Arrival date, when compared to today's date, is greater than the number of days specified in the Reservation Lead Days (B27) system control value. The item has been assigned a zone reservation code. Zone reservation coded items are not reserved in order entry; instead they are given a backorder status of Z and are reserved during pick generation. Bypass res (Bypass reservation) field in the Customer table or for the customer class (see Setting Up the Customer Class Table (WCCL)) is selected. Quantity ordered is greater than the quantity available to sell. Quantity ordered is greater than the Reserve quantity maximum value in the Item table Reservation freeze field in the item/SKU warehouse record is selected. Numeric, 5 positions; display-only.
Cmp (Company)	The code for the company from which the item was reserved. Numeric, 3 positions; display-only.
Whs (Warehouse)	The warehouse shipping the item. An item may be reserved across more than one warehouse if the Split Line Over Multi Whse (B19) system control value is selected. Alphanumeric, 3 positions; display-only.
Reserved	The quantity reserved of the item. Numeric, 5 positions; display-only.
Printed	The number of units for which a pick slip has been printed. The system updates this field when it creates a pre-generated pick for the order line, incrementing this number by the quantity on the Pick Control Detail; see Applying Pick Slip Preparation to an Order. Numeric, 5 positions; display-only.
Remaining (Quantity remaining)	The difference between the quantity reserved and the quantity printed. The system updates this field when it creates a pre-generated pick for the order line, decreasing this number by the quantity on the Pick Control Detail; see Applying Pick Slip Preparation to an Order. Numeric, 5 positions; display-only.
Date	The date the item was reserved. Numeric, 6 positions (in user date format); display-only.
Time	The time the item was reserved. Numeric, 6 positions (HHMMSS format); display-only.

Display Zone Reservation Dates Window

Purpose: You can display shipping zone reservation date information for zone reservation coded items. The zone reservation process is used to restrict order reservation and shipping dates for weather-sensitive items such as plant stock; the Display Zone Reservation Dates pop-up window gives information about the reservation/shipping dates you have set up for this item. See Shipping Zone Reservation Overview.

How to display this window: Select Zone Resv for an item at the Order Inquiry Detail Screen.

Note:

If the item/SKU you have selected has no zone reservation code, the window does not open; instead, the system displays a message.

Zone dates do not exist for this item/SKU (XXXXXXXXXXXX/XXXXXXXXXXXXXX)

Field	Description
Zone start date	The shipping start date for the zone date window; the date you intend to begin shipping this item to the geographic zone in which the ship-to address on this order is located. Numeric, 6 positions, in user date format; display-only.
Zone end date	The shipping end date for the zone window; the last day you specify for shipping this item to this ship-to address. Numeric, 6 positions, in user date format; display-only.
Arrival date	The date this item is scheduled to be shipped to the customer. This date is: the zone start date if the item was ordered prior to the zone season start date. the order date if the item was ordered between the zone season start date and zone end date, provided that: if you use Standard Zone Reservation Rules, the item was available or you took the order before the zone’s deferred cutoff date if you use Alternate Zone Reservation Rules, the item was available or had an open PO quantity otherwise, this date is the next season's zone start date from the zone reservation dates. See Shipping Zone Reservation Overview for a complete discussion. You can use an order line's Arrival date as a selection criterion in pick slip generation. For zone reservation coded inventory such as plant stock, this selection insures that the item will ship at a date suitable for planting at its destination. Alphanumeric, 6 positions, in user date format; display-only.
Priority	Determines the sequence in which orders receive inventory in the Evaluate Backorders program and the Batch Reservation program. Zone reservation orders are reserved in one of these two programs. Valid values are numbers in the range 0 - 9, where: 0 = Lowest priority 9 = Highest priority If you have entered an override to the default Arrival date in order entry (other than the date of the order), the order Priority is 9 (Highest priority). Overriding the Arrival date for zone reservation orders insures that these orders are fulfilled before lower priority orders. You can use an order's Priority as a selection criterion in pick slip generation. Numeric, 1 position; display-only.
Season	A code identifying the season to which the date window applies. Alphanumeric, 3 positions; optional.
Geo. zone (Geographic zone)	A code identifying the geographic zone to which the date window applies. The country is divided into geographic zones which relate to relative weather conditions. Each of these zones have a different date window during which this item can be shipped. See Creating and Maintaining Geographic Zones (WGZN). Alphanumeric, 3 positions; optional.

Item Availability Screen

Purpose: Use this screen to review the warehouse location and availability of an item.

How to display this screen: Select Availability at the Display Order Detail Screen (Reviewing Order Line Detail).

Field	Description
Whse (Warehouse)	A code representing a warehouse containing the item. Numeric, 3 positions; display-only.
Description	The description of the warehouse. Alphanumeric, 30 positions; display-only.
Total avail (Total availability)	The quantity of the item available to sell. Numeric, 7 positions; display-only.
Avail (Available)	The quantity of the item available in the designated warehouse. Numeric, 7 positions; display-only.
B/O (Backorder)	The number of units that customers have ordered that are not available to be shipped. Numeric, 7 positions; display-only.
Open PO (Open purchase orders)	The quantity of the item due for receipt on open purchase orders in the designated warehouse. Numeric, 7 positions; display-only.

Order Pricing Window

Purpose: Use this window to review how the item was priced and any discounts and tax that were applied to the item.

Note:

This pop-up window does not include any Hidden tax for the item.

How to display this window: Select Pricing at the Display Order Detail Screen (Reviewing Order Line Detail).

Field	Description
Price method	The method the system used to calculate the price of an item, but before applying an order-level discount, such as a source code discount percentage. Valid values, and the corresponding code stored in the Order Detail table, are: 1 Coupon item price 2 Customer discount% 3 Contract price 4 Special source price 5 Column price 6 Quantity break price 7 Offer price A Repriced-prorated discount B Quantity Price Matrix Customer Override C Use item cost E Price code F Customer Price Group G BOGO I Repriced-qty break/item J Repriced Customer Price Group Best Price K Price table default L Price Table Level Ovr N No charge (with cost tracking; source code definition) O No charge/no cost (source code definition) R Price override (includes entering as no charge in Order Entry) T Price table premium U Upsell Item V Repriced-volume discount Y Price table X Qty Price Matrix Z Repriced-item category promotion Alphanumeric, 1 position; display-only, assigned by the system.
No charge	This flag indicates if you selected the No charge field in Order Entry. Valid value: Selected = Item price was overridden to no charge in Order Entry.
Add'l chg code (Additional charge code)	A code for the additional charge added to the item. Additional charges may be added because of the source code, the offer, special handling of an item, or for shipping a special item. Additional charges are defined in and validated against the Additional Charges table. See Establishing Additional Charge Codes (WADC). Alphanumeric, 1 position; display-only.
Original price	The offer price of the item before any discount is applied. Customer price group pricing: If you use Customer Price Group Pricing, this price represents the initial price of the item, based on the Price Type defined for the customer price group. Numeric, 13 positions with a 2-place decimal; display-only.
Price	The price the customer is charged for a single unit of the item. This price differs from the original price if any discount or repricing applied. Numeric, 13 positions with a 2-place decimal; display-only.
Discount	The amount of the discount applied to the item. This field is not currently implemented. Numeric, 13 positions with a 2-place decimal; display-only.
Disc applied?	This code identifies whether a discount was applied to the order. Valid values are: A = A discount percentage was entered on the order header screen, or a discount percentage was defined for the customer. B = A discount percentage was defined for the source code. Alphanumeric, 1 position; display-only.
Freight charge	The freight override, if any, entered for this item on the order. Numeric, 13 positions with a 2-place decimal; display-only.
Spec handling (Special handling)	The special handling charge, if any, for the item. Numeric, 13 positions with a 2-place decimal; display-only.
Tax	The tax amount that applies to the item. See Tax. Numeric, 13 positions with a 2-place decimal; display-only.
GST (Goods and Services Tax)	The Canadian goods and services tax (GST) that applies to items shipping to Canada. If GST applies, the tax includes this amount. Numeric, 13 positions with a 2-place decimal; display-only.
PST (Provincial Services Tax)	The Provincial Services tax (PST) that applies to items shipping to Canada. If PST applies, the tax includes this amount. Numeric, 13 positions with a 2-place decimal; display-only.
Hidden tax	The amount of hidden tax for the each unit of the item. Numeric, 13 positions with a 2-place decimal; display-only.
Extension	The extended price of the item, calculated as: Item Price x Order quantity = Extended Price An extended price does not appear for canceled items. Numeric, 20 positions with a 2-place decimal; display-only.

Order Quantities Window

Purpose: Use this window to review various quantity information for the item.

How to display this window: Select Qtys at the Display Order Detail Screen (Reviewing Order Line Detail).

Field	Description
Affect Inv (Affect inventory)	A flag that determines whether the system reduces inventory when you sell the item. Values are: Selected = Reduce inventory. Unselected = Do not affect inventory.
Bypass res (Bypass reservation)	A flag that determines whether the item bypasses immediate reservation, which means the item is not reserved during order entry. If the Use OROB for Fulfillment Assignment (M31) system control value is selected, the system selects this flag for each order line sent to Order Orchestration for fulfillment assignment. See Brokered Backorders. If the Use OROB for Fulfillment Assignment (M31) system control value is unselected, items that bypass immediate reservation must be reserved using Interactive Reservation. See Working with Interactive Reservation (MIRV). You can define an item to bypass reservation in the Item table. Values are: Selected = Bypass immediate reservation. Unselected = Do not bypass reservation.
Canceled	The quantity of the item that has been canceled. Numeric, 5 positions; display-only.
Ordered	The quantity of this item originally ordered. Numeric, 5 positions; display-only.
Printed	The quantity of this item printed on a pick slip. This quantity is updated during pick slip generation and reduced when shipment is confirmed. Numeric, 5 positions; display-only.
Reserved	The quantity of this item reserved currently. Numeric, 5 positions; display-only.
Shipped	The quantity of this item shipped. Numeric, 5 positions; display-only.
Sold out	The quantity of this item sold out. Numeric, 5 positions; display-only.
Returned	The quantity of this item that the customer has returned. Numeric, 5 positions; display-only.
Confirmed	The quantity of this item confirmed for shipment. Numeric, 5 positions; display-only.

Order Dates Window

Purpose: Use this window to review various important dates associated with an item on the order. This may help you respond to a customer's questions.

How to display this window: Select Dates at the Display Order Detail Screen (Reviewing Order Line Detail).

All of the dates shown in the window appear in user date format.

Field	Description
Arrival date	The date the customer wants to receive the item. Numeric, 6 positions; display-only.
Cancel date	The date when the customer wants to cancel the item if it has not shipped. Numeric, 6 positions; display-only.
Date printed	The date the last pick slip was printed for this item. Numeric, 6 positions; display-only.
Date reserved	The date that inventory was reserved for the item. Numeric, 6 positions; display-only.
Expected ship	The date the backordered item is expected to be available to ship. The expected ship date is cleared once you receive the item in Purchase Order Receiving. Numeric, 6 positions; display-only.
Last BO date (Last backorder date)	The most recent date the system generated a backorder notice. A backorder notice is sent to the customer regarding a shipment delay on an item. Numeric, 6 positions; display-only.
Entered date	The date the item was ordered. Numeric, 6 positions; display-only.
Entered time	The time that the item was ordered. Numeric, 6 positions (HHMMSS format); display-only.

Work with Item/SKU Comments Window

Purpose: Use this window to review any comments for an item or SKU that have the Print code is 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.

How to display this window: Select Comments at the Display Order Detail Screen (Reviewing Order Line Detail)This window also opens automatically if you add an item to the order that is associated with any item/SKU comments whose Print code is set to Window; see the Work with Item/SKU Comments Screen for more information.

Fields	Description
Item	The item you are reviewing or adding to the order. The actual item code is listed, even if you ordered by alias. Alphanumeric, 12 positions; display-only.
Item description (Unlabeled field to the right of the item code)	The first 30 positions of the description of the item. Alphanumeric, 30 positions; display-only.
SKU code	The item's unique characteristics, such as its color or size. The SKU is listed, even for a SKU’d item, only if the item comments that display are associated with the SKU itself rather than the base item. Alphanumeric, three 4-position fields; display-only.
SKU description (Unlabeled field to the right of the SKU)	The first 30 positions of the description of the SKU. Alphanumeric, 30 positions; display-only.
Comments	The comments associated with the item or SKU. If there are any comments associated with the SKU ordered, the window displays these comments; otherwise, it displays any comments entered for the base item. The window displays only item comments whose Print code is set to Window. The window displays up to 10 lines. A plus sign (+) indicates that there are additional lines. To review additional comment lines, select Next. Alphanumeric, 50 positions each line; display-only.

Display P/O Drop Ship Screen

Purpose: Use this screen to track the status of drop ship orders fulfilled through integration with Order Orchestration’s Supplier Direct Fulfillment module, or to send a cancel request for a drop ship order to the integrated system.

How to display this screen: At the Order Inquiry Detail Screen or the First Display Purchase Order Detail Screen, select D/S Status next to a drop ship item you fulfill through Order Orchestration’s Supplier Direct Fulfillment module, provided you have already sent the purchase order information to the integrated system.

For more information: See Supplier Direct Fulfillment Processing for background.

Field	Description
All fields on this screen are display-only.
Order #	The order number and ship-to number. Order number: numeric, 8 positions. Ship-to number: numeric, 3 positions.
Line #	The line number on the order. There can be up to 999 detail lines on an order. Numeric, 3 positions.
PO #	The purchase order number assigned by Order Administration when you process drop ship purchase orders. Numeric, 7 positions.
Line #	The purchase order detail line number. There can be up to 999 detail lines on a purchase order. Numeric, 3 positions.
Item	The item code and SKU code, if any. Item code: alphanumeric, 12 positions. SKU code: alphanumeric, three 4-position fields.
Description	The first 30 positions of the item description. The SKU description does not display. Alphanumeric, 30 positions.
Orig exp ship date(Original expected ship date)	The original due date on the purchase order. The original expected ship date is calculated by adding the Lead days for the vendor item and the Drop Ship Lead Days (H36) to the order date; however, if the Arrival date on the order is later than this date, the Arrival date is used as the Original expected ship date. A drop ship purchase order is not eligible for creation through the Selecting Vendors for Drop Ship Processing (MDSP) menu option until the current date plus the number of Lead days in the vendor item table equals or exceeds its due date. Numeric, 6 positions, in user date format.
Revised exp ship date	The date, if any, sent by the vendor indicating when the merchandise will ship. If the vendor has not revised the Original expected ship date, the Revised expected ship date field is blank. If the vendor has revised the due date more than once, the most recent date sent is displayed here. If the vendor revises the expected ship date, Order Administration adds a message to the detail history fields, below and displays the message in the Additional info field. If the vendor subsequently removes the revised expected ship date from the PO line, the revised expected ship date is removed from this field, and Order Administration replaces the message entry. Note: The revised expected ship date on a drop ship purchase order does not update the expected ship date on the order detail line. As a result, the expected ship date shown on the Display Order Detail Screen (Reviewing Order Line Detail) may differ from the revised expected ship date displayed in this field. The Expected ship date on the order detail line is updated by backorder card processing only. See Purchase Order Layering and Backorder Notifications. Numeric, 6 positions, in user date format.
Drop ship status	The current status of the drop ship purchase order detail line. Valid statuses are: Blank - the drop ship purchase order is not flagged to be processed by an integrated system. The Supplier Direct Fulfillment integration does not use a blank status. Sent - the drop ship purchase order has been created in Order Administration and sent to Order Orchestration’s Supplier Direct Fulfillment module, but the integrating system has not yet acknowledged the purchase order. A purchase order line fulfilled through the Supplier Direct Fulfillment module might also be in this status if you have sent a cost change to Order Orchestration. Open - the drop ship purchase order line has been created in the Order Orchestration module but not yet selected by the vendor for fulfillment. A purchase order line fulfilled through the Order Orchestration module might also be in this status if there have been updates to the purchase order, such as if the vendor has held and then released the line. In Process - the drop ship purchase order line has been selected (pulled or printed) by the vendor for fulfillment. Held - the drop ship purchase order line has been held by the vendor. Cancelled - the drop ship purchase order line has been cancelled. Shipped - the drop ship purchase order line has been shipped by the vendor, closing the purchase order line and order line. RA Sent - a return authorization has been created for the purchase order line and sent to an integrated system. Returns are not currently implemented through Order Orchestration’s Supplier Direct Fulfillment module. RA Cancelled - the RA has been cancelled. Returns are not currently implemented through Order Orchestration’s Supplier Direct Fulfillment module. Returned - the drop ship purchase order returned merchandise has been received and posted by the vendor. When the vendor posts a return, the return is received and credited (if not already credited) in Order Administration. Returns are not currently implemented through Order Orchestration’s Supplier Direct Fulfillment module. Invoiced - the vendor has submitted an invoice for the shipment. Not changed when you send address change information to Order Orchestration’s Supplier Direct Fulfillment module. Alphanumeric, 10 positions.
Additional info	The most recent text message sent from the vendor regarding the drop ship purchase order line. The vendor enters this message in Order Orchestration’s Vendor Portal. Note: The message entry is required in Order Orchestration’s Vendor Portal. Alphanumeric, 50 positions.
Date	The date the transaction was sent either from Order Orchestration to Order Administration, or from Order Administration to Order Orchestration. Numeric, 6 positions, in user date format.
Time	The time the transaction was sent either from Order Orchestration to Order Administration, or from Order Administration to Order Orchestration. Numeric, 6 positions, HH:MM:SS format.
Status	The status of the transaction when it was performed. This status is usually identical to the Drop ship status of the transaction when it was performed except in the case of PO cost updates or PO address changes, in which case the status is listed as: Change - for PO address changes sent to Order Orchestration. Cost Chg - for PO cost changes sent to Order Orchestration. This status and accompanying message displays only when you access this screen from PO Inquiry (MPOI). Alphanumeric, 10 positions.
Description	The description of the transaction. System-generated descriptions are: Drop Ship PO created PO available to vendor Vendor selected PO for processing Vendor released PO Cancel request sent Cancel request confirmed Cancel request rejected Address change sent to vendor Cost change sent to vendor (displays only in PO Inquiry) Drop Ship PO confirmed on XX/XX/XX (date when the update was received in Order Administration; not necessarily the shipment date indicated by the vendor) Vendor messages? In addition to system-generated messages, this field displays messages the vendor enters when updating the status of an order line in Order Orchestration’s Vendor Portal: The vendor is required to enter a reason message when putting an item on hold or revising the expected delivery date. The vendor can also enter a reason when releasing a line from hold, or independently of any of these changes. The screen displays the reason entered by the vendor for these activities. No history? No history message is recorded when the vendor accepts or declines an address change, voids and reprints a pack slip, or enters a reason description in Order Orchestration without making any additional changes to the purchase order line.
	Note: You can confirm shipment of an Order Orchestration drop ship purchase order through the Receiving Purchase Orders (PORC) menu option; however, this option is not recommended. Receiving the drop ship purchase order this way updates the status of the purchase order in Order Administration to X (Closed) but does not affect the status of the purchase order in Order Orchestration, and subsequent vendor actions for the purchase order are not recorded in Order Administration. Alphanumeric, 33 positions.

Screen Option	Procedure
Request to cancel the drop ship purchase order line	Select Cancel request to send a cancel request to Order Orchestration. When you select this option, the Submit Cancel Request Pop-up Window opens. See Cancelling Order Orchestration Drop Ship Order Lines for processing details.
Review Order Orchestration history and detail	Select Order Broker Detail to advance to the Display Order Broker Details Screen. This option is available only for a line on a retail pickup, delivery, or ship-for-pickup order.

Submit Cancel Request Pop-up Window

How to display this screen: Select Cancel request at the Display P/O Drop Ship Screen.

Field

Description

Enter cancel reason

Enter the reason for cancelling the drop ship purchase order and click OK to submit a cancellation request. Cancel reason codes are defined in and validated against the Cancel Reason table. See Establishing Cancel Reason Codes (WCNR). The cancel reason code is saved in the P/O Detail Drop Ship Order table (PODTDS); if the cancellation is confirmed by the vendor, the system uses this reason code on the order detail line and the drop ship purchase order. Numeric, 2 positions; required.

Options Available in Order Inquiry

Purpose: You can use the function (command) keys on the Order Inquiry Header Screen and Order Inquiry Detail Screen to display more information about the quote or order or the customers on the quote or order.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including some of the information available from the options listed below.

Note:

The table describes an option twice if it is used in different ways on the header and detail screens.

Screen Option	Procedure
Review additional charges	Select Additional Charges to advance to the Display Additional Charges Screen.
Review bill-to customer Information	Select Bill To to advance to the Work with Bill To Phone Numbers Screen.
Display the Order Inquiry header or detail screen	Select Detail to toggle between the Order Inquiry Header Screen and Order Inquiry Detail Screen.
Display invoices	Select Display Invoices to advance to the Display Invoices Screen.
Maintain the quote or order	Select Maintain to advance to the Work with Order Screen in Order Maintenance. If the order is locked because, for example, a user’s session ended unexpectedly when maintaining it, you can use Unlocking a Stranded Order or Batch (MULO) to unlock the order.
Review order messages	Select Messages to advance to the Work with Order Messages Screen.
Review pick slips, send customer letters,  review demographic information, work with customer notes or customer action notes, review order totals across all recipients, work with subscriptions, or display invoice information	Select More Options to advance to the Display More Options Screen screen, where you can select the individual option.
Review order history	Select Order History to advance to the Display Order History Screen.
Display a summary screen that lists the items ordered for the current order plus all recipient orders; optionally, display the order totals expressed in the customer's currency	Select Order Totals to advance to the Display Order Summary Screen.
Review order payment methods	Select Pay Methods to advance to the Display Order Payment Methods Screen.
Display order properties	Select Properties to advance to the Display Order Properties Screen.
Review refund information	Select Refunds to advance to the Display Refunds for Order Screen.
View multiple ship-to recipients	Select Recipients to advance to the First Display Customer Screen if there is more than one recipient on the order.
Scan order detail	Select Scan Lines to advance to return to the Scan Order Detail Screen.
Review ship-to customer Information	Select Ship To. If you define a One Time Ship To address for the order, the system advances you to the Display Alternate Address Screen. See Assigning an Order Shipping Address for information on assigning a one-time ship-to address. If a ship to is not defined for the order, the system advances you to the Display Customer (1 of 2) screen for the sold to customer on the order. See Creating and Updating Sold-to Customers (WCST). If a ship to recipient is defined for the order, the system advances you to the Display Customer (1 of 2) screen for the recipient customer on the order. See Creating and Updating Sold-to Customers (WCST). If a permanent ship to is defined for the order, the system advances you to the Display Ship To screen. See Creating and Updating Sold-to Customers (WCST) for information on permanent ship-to addresses.
Review sold-to customer Information	Select Sold To at the Order Inquiry header screen to advance to the Display Customer screens. See Creating and Updating Sold-to Customers (WCST).

Display Alternate Address Screen

Purpose: Use this screen to review the one-time shipping address for the order that will be linked to the current order only; no secondary customer record is filed with this address to use on future orders.

See Assigning an Order Shipping Address for more information on assigning a one-time ship-to address.

How to display this screen: Select Ship To at the Order Inquiry Header Screen or the Order Inquiry Detail Screen.

Field	Description
Order#	A unique number assigned by the system to identify an order. Every order on the system is assigned an order number. This number is used in Order Inquiry to review information for the order.   This number is also used throughout the system to access information on an order. You cannot update this number. Numeric, 8 positions; display-only, assigned by the system.
Ship-to number (unlabeled field)	A hyphen (-) separates this field from the Order# field. The system assigns a sequential ship-to number to every shipping address on an order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1. You cannot update this number. Numeric, 3 positions; display-only, assigned by the system.
Store#	The store number and description of the store location selected for a ship-for-pickup order, if selected at the Store. In this case, the description also defaults to the Company field. If the store description exceeds 35 positions, it is truncated. Store number: alphanumeric, 10 positions; display-only. Store description: alphanumeric, 35 positions; display-only.
Ship To Name	The company name, last name, first name, and middle initial of the one-time ship to customer. Company: Alphanumeric, 30 positions; display-only. Last name: Alphanumeric, 25 positions; display-only. First name: Alphanumeric, 15 positions; display-only. Initial: Alphanumeric, 1 position; display-only.
Address	Four address fields are available: Address line #1 The customer's street address. Alphanumeric, 32 positions; display-only. Address lines #2-#4 (unlabeled fields under initial Address field): Additional address fields for international or business addresses. Alphanumeric, 32 positions; display-only.
Apt/Suite (Apartment/Suite)	The customer's apartment, suite, rural route, or floor number. Alphanumeric, 10 positions; display-only.
City	The city where the customer receives mail the shipment. Alphanumeric, 25 positions; display-only.
State	The state or province where the customer receives the shipment. Alphanumeric, 2 positions; display-only.
Zip	The postal code or zip code for this customer. Alphanumeric, 10 positions; display-only.
Country	The code for the customer's country. Alphanumeric, 3 positions; display-only.
Delivery code	Identifies a business (commercial) or residential address. Used when you ship an order by a carrier that uses business or consumer rate tables (such as UPS). B =Business rate table will be used to determine shipping charges. R =Residential rate table will be used to determine shipping charges. Alphanumeric, 1 position; display-only.
E-mail address	The email address associated with the ship-to mailing address. The email address is upper and lower case. Alphanumeric, 50 positions; optional.
Phone	The phone number for the one-time shipping address. Where does this phone number come from? If the shipping address was added to the order through: order entry or order maintenance: the phone number entered at the Create One Time Ship To Address Screen or the Change One Time Ship To Address screen. the order API: the ship_to_day_phone passed in the CWOrderIn message if the ship_to_type is 1. If no ship_to_day_phone is passed, the system uses the ship_to_eve_phone. Otherwise, if neither the ship_to_day_phone or the ship_to_eve_phone is passed, the ship-to phone number is left blank; the ship_to_fax_phone is not used. See Generic Order Interface (Order API) for background. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). the Order Orchestration integration (retail pickup or delivery order): From the phone1, if any, passed from Order Orchestration for the ship-to address for the first item. If no phone1 is passed for the first item, then the phone2 for the first item is used. Otherwise, if neither the phone1 or phone2 is passed for the first item, the ship-to phone number is left blank; the phone numbers for any additional item(s) are not used. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for background. Note:  Creating a ship-for-pickup or store pickup order does not automatically update the phone number field, because the Store Cross Reference information for the selected store defaults to the Order Ship To Address, and a phone number is not part of the Store Cross Reference table. Telephone number format: You can define a telephone number format to map to the phone numbers operators enter into the system. Telephone number formats are defined by arranging numbers and special characters such as hyphens and parenthesis in the same order and position as the numbers in a phone number would display. When an operator enters a phone number, the system compares the number of numeric characters in the phone number with the telephone number formats you have defined. In order to match a format, the phone number must have the same number of numeric positions as a telephone number format. If the system cannot find a match, the phone number does not map to a telephone number format and displays as it was entered by the operator. See Work with Telephone Number Format Screen form more information. Alphanumeric, 14 positions.

Reviewing Financial Information on an Order

Purpose: From the Order Inquiry Header Screen and Order Inquiry Detail Screen, you can advance to screens that display financial information for an order.

You can use these screens to review and evaluate invoices, refunds, additional charges, order totals and items ordered, as well as order payment methods, credit card authorization history, deposit history and order payment history.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including certain information on payment methods, invoices, refunds, and additional charges.

In this topic:

for information on	select	to advance to
Invoices	Display Invoices	Display Invoices Screen Order Receipt Display Invoice Header Screen Display Invoice Pay Methods Screen Display Invoice Payment Method Screen (Reviewing Detail) First Display Invoice Detail Screen Second Display Invoice Detail Screen Second Display Invoice Detail Screen Display Invoice Detail Pay Methods Screen Invoice Detail Charges Screen Invoice Pay Summary Screen Change Invoice Pay Method Screen Working with Rejected Deposits Changing Credit Card Information for an Invoice Payment Method Display Invoice Pay Method Screen (Reviewing Deposit Information) Display Invoice Address Screen (Billing Address) Display Invoice Address Screen (Shipping Address)
Order Payment Methods	Pay Methods	Display Order Payment Methods Screen Display Order Pay Type Screen (1 of 2) Display Order Pay Type Screen (2 of 2) Display Authorization History Screen Authorization History Details Window Display Deposit History Screen Display Deposit History Detail Screen Display Order Payment History Screen Display Authorization Reversals Screen Note: The Display Contributions screen is not currently implemented.
Additional Charges	Additional Charges	Display Additional Charges Screen
Refunds	Refunds	Display Refunds for Order Screen
Order Summary	Order Totals	Display Order Summary Screen Displaying Order Totals in Foreign Currency If no Currency is Defined for the Country

Reviewing Invoices

Display Invoices Screen

Purpose: Use the invoice function from within standard Order Inquiry to review and print invoice detail on shipments. As you build an order, the system keeps a record of each shipment you make against the order. Similarly, the system creates a record of each credit against the order for returns, cancellations, and overpayments.

The Display Invoices screen lists the invoices or credits the system has generated for the order you are reviewing and provides access to each additional invoice-related screen.

Consolidate invoice? The Consolidated Invoice (B49) system control value indicates whether to consolidate multiple shipments for an order on the same system date under the same Invoice Header number. The Invoice Consolidation Method (E29) controls whether the system consolidates invoices for each separate ship-to for an order, or for the order as a whole.

Invoice consolidation does not apply when you express-bill an order or create a credit invoice.

Important:

In Order Management System 21.0 or higher, or Order Administration, you cannot select the Consolidated Invoice system control value if it is not already selected. If the system control value is currently selected (set to Y) and you deselect it (change it to N or blank), you cannot then change it back to selected. The option to consolidate invoices will be removed at a later date.

Also, if a billing or shipping address changes between shipments and the Capture Addresses for Invoice (J24) system control value is selected, this can prevent the invoice from consolidating. Even if the invoice is consolidated, there is a separate entry at this screen for each unique billing address/shipping address combination if the Capture Addresses for Invoice (J24) system control value is selected.

For more information: See the Invoice Consolidation Method (E29) system control value for a discussion.

Note:

On orders subject to VAT and tax-inclusive pricing, the invoice screens described in this section display the tax-inclusive price that the customer sees; in other words, the hidden tax amount is not visible. You can review the hidden tax amount for an item by advancing to the Invoice Detail Charges Screen.

Invoice creation for ship-for-pickup orders: If the Invoice Ship For Pickup Order Once Intransit (M73) system control value is selected, the invoice is created for an item on a ship-for-pickup order once the system receives notification from Order Broker that the order line is in transit from the sourcing location to the pickup location, has been received at the pickup location, or has been fulfilled. See that system control value for more information.

How to display this screen: Select Display Invoices at the Order Inquiry Header Screen or Order Inquiry Detail Screen.

Field	Description
Order #	The number the system has assigned to this order. Numeric, 7 positions, display-only.
Ship-to	The number of the ship-to address on the order. The number of the ship-to you were displaying when you selected Invoices defaults in this field, but you can also review invoices for the other ship-to records on the order from this screen. Numeric, 3 positions; optional.
Invoice #	The number the system assigns to a customer's bill or credit. The system generates an invoice during billing. The Consolidated Invoice (B49) system control value selected controls whether two shipments to the same billing and shipping addresses on the same billing date are consolidated into the same Invoice Ship To record, producing a single entry on this screen. Multiple entries for same invoice: The system uses the same invoice number for separate shipments that occur on the same billing date if the Consolidated Invoice system is selected, and, the Invoice Consolidation Method (E29) is set to ORDER, and the shipments were made for separate order ship-to’s, or, the Invoice Consolidation Method (E29) is set to ORDER SHIP, and the shipments were made for the same order ship-to, and the billing and shipping addresses were the same for the shipments. When consolidating invoices as described above, the system creates a single Invoice Header record (and a single invoice number), but separate Invoice Ship To records. See the Invoice Consolidation Method (E29) for a discussion and examples. Note: In Order Management System 21.0 or higher, or Order Administration, you cannot select the Consolidated Invoice system control value if it is not already selected. If the system control value is currently selected (set to Y) and you deselect it (change it to N or blank), you cannot then change it back to selected. The option to consolidate invoices will be removed at a later date. Assigned when? If the Generate Invoice Number at Pick Gen (H80) or Generate Invoice # at Pick Gen without Address Match (K81) system control value is selected, the system assigns the invoice number at pick slip generation if the order is eligible; otherwise, it assigns the invoice number at billing. Invoice address? If the Capture Addresses for Invoice (J24) system control value is selected, the shipping and billing addresses for each Invoice Ship To are stored in the Invoice Address table; you can use the Display Invoice Address Screen (Billing Address) and Display Invoice Address Screen (Shipping Address) to review them. Numeric, 7 positions; optional.
Date	The date the invoice record was created by billing. This is the Start date for the billing async job. Numeric, 6 positions (in user date format); display-only.
Type (Invoice type)	Indicates the type of invoice: C = Credit memo. Generated when you process a return. Credit and return amounts appear as negative numbers when you review invoice information. I = Invoice. Generated when you bill a shipment. The system does not consolidate credit invoices with other credits or with debit invoices. Alphanumeric, 1 position; display-only.
Total	The total of the invoice. Credit invoice amounts include a minus sign. Numeric, 20 positions with a 2-place decimal; display-only.
Net Bill	Indicates whether the invoice is currently pending Credit Card Net Exchange Billing. * = the invoice is currently pending credit card net exchange billing. The system considers an invoice pending for credit card net exchange billing if the Invoice Payment Method record contains the EXC flexible payment option code in the IPM FPO Payment Code and the invoice has not yet been deposited (the IPM Deposit created date is blank). blank = the invoice is not pending credit card net exchange billing.
Date Printed	The date the invoice was printed. Numeric, 6 positions (in user date format); display-only.

Screen Option	Procedure
Display invoice header	Select Invoice for an invoice to advance to the Display Invoice Header Screen.
Display payment methods records	Select Pay Methods for an invoice to advance to the Display Invoice Pay Methods Screen.
Display invoice details for particular items	Select Details for an invoice to advance to the First Display Invoice Detail Screen.
Display the billing address for an invoice	Select Billing Address for an invoice to advance to the Display Invoice Address Screen (Billing Address).
Display the shipping address for an invoice	Select Shipping Address for an invoice to advance to the Display Invoice Address Screen (Shipping Address).
Display invoice payment summary information	Select Invoice Pay Summary to advance to the Invoice Pay Summary Screen.
Print an order receipt for each ship-to on the order	Select Order Receipt. See the Order Receipt for more information. This option is available only if the Order Receipt Print Program (L46) specifies a program and there are any invoices currently displayed on the screen. For example, if there is an invoice for the first ship-to, but you have positioned to the second ship-to, the option is not displayed. Selecting this option for a multi-recipient order generates a receipt for each ship-to that has had any shipments. The screen displays an error message when you select this option if the only invoices on the order are credits: No eligible invoices found to print on Order Receipt.

Display Invoice Header Screen

Purpose: Use this screen to review the basic elements of the invoice, such as the tax, handling, additional charges, hidden freight and gross profit.

How to display this screen: At the Display Invoices Screen, select Invoice for an invoice.

Field	Description
Order #	The number the system has assigned to this order. The ship-to number is separated from the order number by a hyphen. Order number: numeric, 7 positions, display-only. Ship-to number: numeric, 3 positions; display-only.
Invoice #	The number the system assigns to a customer's bill. Assigned when? If the Generate Invoice Number at Pick Gen (H80) or Generate Invoice # at Pick Gen without Address Match (K81) system control value is selected, the system assigns the invoice number at pick slip generation if the order is eligible; otherwise, it assigns the invoice number at billing. Numeric, 7 positions; display-only.
Type (Invoice type)	Represents the type of invoice. Valid values are: Credit memo = The system generates a credit memo whenever you process a return through Order Maintenance, Order Entry (by entering a negative order quantity), or through Return Authorizations. Invoice = The system generates an invoice when you confirm shipment of an item. Display-only.
Invoice print date	The date you printed the invoice or credit memo. Numeric, 6 positions (in user date format); display-only.
Merchandise	The total value of the merchandise. Merchandise amount does not include tax, handling, additional charges, or freight. Numeric, 20 positions with a 2-place decimal; display-only.
Cost	The actual cost of the merchandise billed on this invoice. Note: The secured feature Display Invoice Cost in O/I (A36) controls whether this screen displays the cost. Numeric, 20 positions with a 2-place decimal; display-only.
Freight	The freight charges for the invoice. This amount may not be equal to the total of all the line-level freight charges. Numeric, 20 positions with a 2-place decimal; display-only.
G/M (Gross profit margin)	The amount of the merchandise price that exceeds the total cost. You can use gross margin to determine the profit of an order based on each item's selling price. See Determining Gross Profit for more information. The Display Gross Margin (A65) secured feature controls whether this field displays in order entry, maintenance, inquiry and item availability. Numeric, 20 positions with a 2-place decimal; display-only.
G/M% (Gross profit margin percentage)	The percentage of the merchandise price that exceeds the total cost. You can use gross margin to determine the profit of an order based on each item's selling price. See Determining Gross Profit for more information. The Display Gross Margin (A65) secured feature controls whether this field displays in order entry, maintenance, inquiry and item availability. Numeric, 5 positions with a 2-place decimal; display-only.
Tax	The sales tax for the invoice. This field includes GST and PST, if any. This field does not include hidden tax; see the Invoice Detail Charges Screen. Numeric, 20 positions with a 2-place decimal; display-only.
GST	The Canadian Goods and Services Tax, if any. This field displays only if there is a GST charge or credit on the invoice. Numeric, 20 positions with a 2-place decimal; display-only.
PST	The Canadian Provincial Services Tax, if any. This field displays only if there is a PST charge or credit on the invoice. Numeric, 20 positions with a 2-place decimal; display-only.
Handling (Handling charge)	The cost of any special handling on the order, such as personalizing, monogramming, or engraving, and any gift wrapping charges. Any duty charges on the invoice are included in this total. See First Display Invoice Detail Screen for information on duty charges on an invoice. Numeric, 20 positions with a 2-place decimal; display-only.
Add'l charges (Additional charges)	The total charges exceeding standard charges on the current order. The system validates additional charges, which are entered manually or automatically assigned against the Additional Charges table during Order Entry. Additional charges may include: Additional source code charge: An additional charge for services that apply to the source code or offer. These charges apply if you have set up a service charges table for the source code or offer. The system applies the additional charge to the order based on the total value of the merchandise. Additional shipper/item charge: An additional charge that applies to the item, depending on the shipper you select to deliver the item. Such charges may apply when the item exceeds established shipping rate charges. For example, delivery of an oversized item may incur an additional shipper/item charge. Additional shipper/item charges apply when defined for the shipper. Ad hoc charge: An additional charge, such as a charge for a gift box, that you assign at order entry. You initially define ad hoc charges in the Additional Charges table. Dollar discount: An additional charge (credit) that is applied based on the total value of the merchandise. Note: The Add'l charges field in standard Order Inquiry corresponds to the Chg field on Order Entry. Numeric, 20 positions with a 2-place decimal; display-only.
Add'l freight (Additional freight charges)	The total amount for freight charges exceeding the order's base freight charge. This is a shipper-level charge directly associated with the order, as opposed to the line item. Additional freight is defined for the shipper in the Ship Via table. Examples of additional freight charges that might apply include charges for overnight shipping, second day delivery, padded van, etc. Additional freight charges may include the standard freight charges, depending on how you have set up the shipper. In this case, the Freight field is blank. Note: The Add'l freight field in standard Order Inquiry corresponds to the Frt+ field in Order Entry. Numeric, 20 positions with a 2-place decimal; display-only.
Total	The total amount billed or credited, including all related merchandise charges, freight, tax, handling, additional charges, and additional freight. Numeric, 20 positions with a 2-place decimal; display-only.
Discount amount	The difference between the actual price charged for items and the offer prices. Comparing this amount to the original offer price gives you an indication of the amount that the order varied from the original offer price. A negative amount in Indicates a charge greater than the original offer price. Price overrides: When you override the price of an item, the system uses the following rules in determining what portion of the selling price constitutes a discount:
	If the price override reason code’s Override item offer price field is selected, the discount amount equals the difference between the override price entered and the final selling price; in other words, it equals any additional discounts applied after the price override. Example: The price override amount entered was $10.00 and an additional discount coupon of $1.00 was applied; the discount amount is $1.00. If the price override reason code’s Override item offer price field is unselected and an item/SKU offer price exists, the discount amount equals the difference between the offer price and the selling price. Example: The item offer price is $15.00, the price override amount entered was $10.00, and an additional coupon discount of $1.00 was applied; the discount amount is $6.00. If the price override reason code’s Override item offer price field is unselected and an item/SKU offer price does not exist, the discount amount equals the selling price of the item, presented as a negative number. Example: The price override amount entered was $10.00 and an additional coupon discount of $1.00 was applied; the discount amount is -$9.00.
	See Overriding the Item/SKU Offer Price for an overview. Note: The setting of the Override item offer price field has no effect on orders you receive through the order API. If there is a price override reason code in the inbound order message, the system always processes these orders as if the field is unselected. Numeric, 20 positions with a 2-place decimal; display-only.
Hidden freight	The amount of the merchandise charge that represents hidden freight. Hidden freight, defined at the Item Offer level, is a freight charge that you want to track but not reveal to the customer. Note: Hidden freight will not appear on this screen if you override an item price in Order Entry. Numeric, 13 positions with a 2-place decimal; display-only.

Display Invoice Pay Methods Screen

Purpose: Use this screen to review the distribution of payment methods on an order invoice, and to select a specific payment method for detailed review.

How to display this screen: At the Display Invoices Screen, select Pay Methods for an invoice.

How to use this screen: Use this screen to review summary information on invoice payment method records; in addition, you can review a payment method by selecting Display for it.

See Display Invoice Payment Method Screen (Reviewing Detail) for field descriptions.

Display Invoice Payment Method Screen (Reviewing Detail)

Purpose: Use this screen to review detailed information, including unpaid balances, for a specific payment method used on the order.

How to display this screen: At the Display Invoice Pay Methods Screen, select Display for a payment method.

Field	Description
Order #	A number the system assigns to uniquely identify an order. Numeric, 8 positions; display-only.
Invoice #	A number the system assigns to uniquely identify an invoice. Numeric, 7 positions; display-only.
Pay method	Represents the method of payment on the order. Pay method codes are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Description	The description of the payment method code. Alphanumeric, 30 positions; display-only.
Merchandise	The total value of the merchandise. Merchandise amount does not include tax, handling, additional charges, duty or freight. Numeric, 20 positions with a 2-place decimal; display-only.
Merchandise balance	The unpaid portion of the merchandise total. Numeric, 20 positions with a 2-place decimal; display-only.
Freight	The freight charges for the invoice assigned to the payment method. Numeric, 20 positions with a 2-place decimal; display-only.
Freight balance	The unpaid portion of the freight. Numeric, 20 positions with a 2-place decimal; display-only.
Add'l freight (Additional freight charges)	The total amount for freight charges exceeding the order's base freight charge. Additional freight reflects charges that are specific to the carrier, as defined for the shipper in the Ship Via table. See Working with Ship Via Codes (WVIA). Example: Additional freight charges that might apply include charges for overnight shipping, second day delivery, padded van, etc. Additional freight charges may include the standard freight charges, depending on how you have set up the shipper. Numeric, 20 positions with a 2-place decimal; display-only.
Additional freight balance	The unpaid portion of the additional freight balance charge. Numeric, 20 positions with a 2-place decimal; display-only.
Add'l charges (Additional charges)	The total charges exceeding standard charges on the current order. The system validates additional charges against the Additional Charges table during Order Entry. See Establishing Additional Charge Codes (WADC). Numeric, 20 positions with a 2-place decimal; display-only.
Additional charges balance	The unpaid portion of the additional charges. Numeric, 20 positions with a 2-place decimal; display-only.
Handling (Handling charge)	The cost of any special handling on the order, such as personalizing, monogramming, or engraving, and any gift wrapping charges. This field includes the duty charges, if any, for the payment method. Numeric, 20 positions with a 2-place decimal; display-only.
Handling balance	The unpaid portion of the handling charge and/or duty charge, if any. Numeric, 20 positions with a 2-place decimal; display-only.
Tax	The total sales tax that applies to the shipment on this payment method. This total does not include any hidden tax. Numeric, 20 positions with a 2-place decimal; display-only.
Tax balance	The unpaid portion of the taxes on the shipment on this payment method, excluding hidden tax. Numeric, 20 positions with a 2-place decimal; display-only.
Total	The total for the pay method, including merchandise, freight, additional freight, additional charges, handling and tax. Numeric, 20 positions with a 2-place decimal; display-only.
GST (Goods and Services tax)	The Canadian federal Goods and Services tax that applies to the shipment on this payment method. Numeric, 20 positions with a 2-place decimal; display-only.
GST balance	The unpaid portion of the Canadian federal Goods and Services tax on the shipment on this payment method. Numeric, 20 positions with a 2-place decimal; display-only.
PST (Provincial Services Tax)	A Canadian provincial services tax that applies to the shipment on this payment method. Numeric, 20 positions with a 2-place decimal; display-only.
PST balance	The unpaid portion of the Canadian provincial services tax. Numeric, 20 positions with a 2-place decimal; display-only.
Order level freight	Freight charges that apply to the total shipment. Numeric, 20 positions with a 2-place decimal; display-only.
Order level freight	The unpaid portion of the order level freight balance charged on the shipment. Numeric, 20 positions with a 2-place decimal; display-only.
Order level freight tax	The total freight tax on the shipment, excluding hidden tax. Numeric, 20 positions with a 2-place decimal; display-only.
Order level freight tax balance	The unpaid portion of the order level tax charged on the shipment, excluding hidden tax. Numeric, 20 positions with a 2-place decimal; display-only.
Deposit created	The date the deposit was created. Numeric, 6 positions (in user date format); display-only.
Adjusted Amt	The adjusted deposit amount after performing Credit Card Net Exchange Billing. Numeric, 20 positions with a 2-place decimal; display-only.
Deposit To Date	The total amount deposited for the pay method, including merchandise, freight, additional freight, additional charges, handling and tax. Numeric, 20 positions with a 2-place decimal; display-only.
Suppress deposit	Indicates whether the system will include this invoice payment method when you run Processing Auto Deposits (SDEP). Valid values are: Selected = The system will not attempt to deposit this payment method. Unselected = This payment method will be included when you process deposits. The system determines how to set this flag based on the setting of the Suppress deposit flag at the Display Order Pay Type Screen (1 of 2). This field can be selected if: you create the order through the Generic Order Interface (Order API); see Suppressing Deposits and Refunds for an overview. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). this is a ship-for-pickup order, and the Payment at POS for Ship for Pickup Orders (L60) system control value is selected. See that system control value for background. Only credit card payment methods can have this flag selected. This flag is selected only for the first time that you bill against the payment method; afterward, the system resets the flag for the payment method to Unselected.

First Display Invoice Detail Screen

Purpose: Use this screen to review the invoice details for each item on the order that has been billed, and to select a detail for review.

How to display this screen: At the Display Invoices Screen, select Details for an invoice.

Field	Description
Ln # (Line number)	The number of the invoice line on which the item appears. Numeric, 3 positions; display-only.
Item # (Item code)	Represents a unit of inventory. Item codes are defined in and validated against the Item table. See Performing Initial Item Entry (MITM). Alphanumeric, 12 positions; display-only.
SKU (Stock keeping unit)	A code that defines an item's special characteristics, such as size and color. SKU codes are defined in and validated against the SKU table. Alphanumeric, three 4-position fields; display-only.
Ship qty (Shipped quantity)	The shipped quantity of the invoiced item. The quantity is negative in the case of a return. Numeric 5 positions; display-only.
Price	The actual unit price of the shipped or returned item. Numeric, 13 positions with a 2-place decimal; display-only.
Ship date	The date the invoice line shipped or the return was processed. This is the Start date from the billing async job. Numeric, 6 positions (in user date format); display-only.
Return qty (Return quantity)	The quantity of the item billed on this invoice that the customer has returned. Numeric, 5 positions; display-only.
Return date	The most recent date when the customer returned any quantity of the item billed on this invoice. Numeric, 6 positions (in user date format); display-only.

Option	Procedure
Display invoice detail for an item	Select Display for an item to advance to the Second Display Invoice Detail Screen.
Display payment methods for an item	Select Display pay methods for an item to advance to the Display Invoice Detail Pay Methods Screen.
Display invoice detail charges for an item, such as duty	Select Detail charges for an item to advance to the Invoice Detail Charges Screen.

Second Display Invoice Detail Screen

Purpose: Use this screen to review the charges for particular items on the invoice.

How to display this screen: Select Display for an invoice at the First Display Invoice Detail Screen.

Field	Description
Pick control #	A number the system assigns to uniquely identify a pick slip. Numeric, 7 positions; display-only.
Qty shipped (Quantity shipped)	The total quantity of the item you have shipped to the customer. The shipment date appears to the right. Quantity: numeric, 5 positions; display-only. Date: numeric, 6 positions (in user date format); display-only.
Qty returned (Quantity returned)	The total quantity of the item returned by the customer. The return date appears to the right. Quantity: numeric, 5 positions; display-only. Date: numeric, 6 positions (in user date format); display-only.
Qty credited (Quantity credited)	The total quantity of the item for which you have credited the customer. The system does not track the credit date. Quantity: numeric, 5 positions; display-only.
Price	The unit price of the item. Numeric, 13 positions with a 2-place decimal; display-only.
Cost	The unit cost of the item. Numeric, 13 positions with a 4-place decimal; display-only.
Freight	The total extended freight charge for all units of this item. Only line-level freight charges appear on this screen. Numeric, 20 positions with a 2-place decimal; display-only.
Discount	The total extended discount amount applied to all units of this item. Price overrides: When you override the price of an item, the system uses the following rules in determining what portion of the selling price constitutes a discount:
	If the price override reason code’s Override item offer price field is selected, the discount amount equals the difference between the override price entered and the final selling price; in other words, it equals any additional discounts applied after the price override. Example: The price override amount entered was $10.00 and an additional discount coupon of $1.00 was applied; the discount amount is $1.00. If the price override reason code’s Override item offer price field is unselected and an item/SKU offer price exists, the discount amount equals the difference between the offer price and the selling price. Example: The item offer price is $15.00, the price override amount entered was $10.00, and an additional coupon discount of $1.00 was applied; the discount amount is $6.00. If the price override reason code’s Override item offer price field is unselected and an item/SKU offer price does not exist, the discount amount equals the selling price of the item, presented as a negative number. The price override amount entered was $10.00 and an additional coupon discount of $1.00 was applied; the discount amount is -$9.00. See Overriding the Item/SKU Offer Price for an overview. Numeric, 13 positions with a 2-place decimal; display-only.
Tax	The tax amount for the units of the item on the invoice. If a tax override amount is defined for the order line and you process multiple shipments against the line, the system prorates the tax override amount across the units shipped on the order line to determine the new tax override amount and the tax amount to apply to each shipment. Example: If the tax override amount for the order line is 9.00 and the order quantity is 3, the system charges 3.00 if you ship 1 unit of the item and then charges 6.00 if you ship the remaining 2 units of the item. Numeric, 20 positions with a 5-place decimal; display-only.
Handling	The total extended handling charges for all units of this item. Note: This handling total does not include any duty charges for the item. Numeric, 20 positions with a 2-place decimal; display-only.

Display Invoice Detail Pay Methods Screen

Purpose: Use this screen to review information about the payment methods associated with the item shipment/invoice. This information differs from the Display Invoice Payment Method Screen (Reviewing Detail) in that it shows how payment types are applied to shipments of individual items on the order.

Note:

The system does not create invoice detail pay method records for returns that you process through Order Maintenance; it creates these records only for returns that you process by entering a negative quantity in Order Entry.

How to display this screen: Select Display pay methods for an invoice at the First Display Invoice Detail Screen.

About this screen: This screen displays how a payment method was charged for the shipment of an item.

See Display Invoice Payment Method Screen (Reviewing Detail) for descriptions of the fields on this screen.

Note:

The Handling field on this screen includes any duty charges for the item and payment method.

Invoice Detail Charges Screen

Purpose: Use this screen to review any duty, shipper/item, or hidden tax charges for an item.

How to display this screen: Select Detail charges for an item at the First Display Invoice Detail Screen.

Field	Description
Charge type	The type of charge on the invoice detail. The description of each charge appears to the right. Valid values are: Duty = The system determines whether to charge duty by comparing the harmonize codes for the item and the duty rates defined for the ship-to country. The duty calculation is described to the right. See Setting Up the Country Table (WCTY). Shipper/Item = This charge is added to the order if you have set up a shipper/item charge for the item with the shipper used Working with Ship Via Codes (WVIA). Vat/Hidden Tax = This charge is included in the item price if the order was subject to tax-inclusive pricing. See Setting Up Order Entry Values for more information on VAT and tax-inclusive pricing. Display-only.
Amount	The amount of the charge for the item. The method for calculating duty charges is indicated in the fields to the right. Numeric, 13 positions with a 2-place decimal; display-only.
Duty rate percent	The percentage the system used to calculate the duty amount. The system multiplies this percentage by the extended item price. Numeric, 5 positions with a 2-place decimal; display-only.
Duty rate amount	The flat rate the system used to calculate the duty amount. The system multiplies this amount by the total unit quantity. Numeric, 20 positions with a 2-place decimal; display-only.

Note:

The Invoice Cost Detail screen is not currently implemented.

Display Invoice Address Screen (Billing Address)

Purpose: Use this screen to review the billing address associated with an invoice.

Where does the billing address come from? Depending on how you create the order, the billing address can be:

• the name and address from the Customer Bill to table, if there is a bill-to account associated with the order; otherwise,
• the name and address of the Customer Sold To who placed the order. This customer might differ from a Customer Sold To who receives the order.

How to display this screen: Select Billing address for an invoice at the Display Invoices Screen.

Note:

This screen is available only if the Capture Addresses for Invoice (J24) system control value was selected at the time that the system generated the invoice. See that system control value for more information.

Field	Description
Order #	A number the system assigns to uniquely identify an order. Numeric, 8 positions; display-only.
Invoice #	A number the system assigns to uniquely identify an invoice. Numeric, 7 positions; display-only.
Type	Set to Billing Address. Alphanumeric, 15 positions; display-only.
Name	The company name and name for the billing address. Alphanumeric, 41 positions; display-only.
Address	Up to four lines of address information. Alphanumeric, 32 positions each; display-only.
Apt/Suite	The apartment, suite, rural route, or floor number for the billing address. Alphanumeric, 10 positions; display-only.
City/State/Zip	The city, state code, and zip or postal code for the billing address. City: 25 positions; display-only. State: 2 positions; display-only. Zip: 10 positions; display-only.

Display Invoice Address Screen (Shipping Address)

Purpose: Use this screen to review the shipping address associated with an invoice.

Where does the shipping address come from? Depending on how you create the order, the shipping address can be:

• the order-level shipping address, as set up through Assigning an Order Shipping Address
• a permanent shipping address for the customer, as set up through Using a Permanent Shipping Address in Order Entry
• a recipient customer, as set up through Adding a Recipient Order in Order Entry
• the name and address of the Customer Sold To who placed the order

How to display this screen: Select Shipping address for an invoice at the Display Invoices Screen.

Note:

This screen is available only if the Capture Addresses for Invoice (J24) system control value was selected at the time that the system generated the invoice. See that system control value for more information.

Field	Description
Order #	A number the system assigns to uniquely identify an order. Numeric, 8 positions; display-only.
Invoice #	A number the system assigns to uniquely identify an invoice. Numeric, 7 positions; display-only.
Type	Set to Shipping Address. Alphanumeric, 15 positions; display-only.
Name	The company name and name for the shipping address. Alphanumeric, 41 positions; display-only.
Address	Up to four lines of address information. Alphanumeric, 32 positions each; display-only.
Apt/Suite	The apartment, suite, rural route, or floor number for the shipping address. Alphanumeric, 10 positions; display-only.
City/State/Zip	The city, state code, and zip or postal code for the shipping address. City: 25 positions; display-only. State: 2 positions; display-only. Zip: 10 positions; display-only.
Delivery code	A code representing the type of delivery address for a postal code. Valid values are: B = Business address. R = Residence. N = No distinction. Blank = Delivery code not defined. Some shippers, such as UPS, charge different rates based on the type of delivery address on an order. For example, shipping to a business address is cheaper than shipping to a residential address. You can define the delivery code for a postal area to insure that the best possible rate is charged for shipping an order. Alphanumeric, 1 positions; display-only.

Invoice Pay Summary Screen

Purpose: Use this screen to review invoice payment information, such as:

• the payment plan associated with the invoice, if any
• the total amount deposited to date for each invoice
• the total amount to deposit for each invoice
• the date the deposit is available for processing

How to display this screen: Select Invoice Pay Summary at the Display Invoices Screen.

An error message indicates if the Deferred and Installment Billing (F51) system control value is unselected:

Deferred/Installment Billing feature required for this function

Field	Description
Order #	A number the system assigns to uniquely identify the order. Numeric, 8 positions; display-only.
Invoice #	The number the system assigns to a customer's bill or credit. Numeric, 7 positions; optional.
Pay type	Represents the method of payment on the order. Pay methods are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Date (Invoice date)	The date you billed the merchandise. Numeric, 6 positions; display-only.
I/D (Payment plan type)	A value that identifies whether the invoice payment method is associated with a deferred or installment payment plan. Valid values are: I = The invoice payment method is associated with an installment payment plan. An installment payment plan allows you to break payments into installment amounts, for example, 3 installments of $30.00 each month. D = The invoice payment method is associated with a deferred payment plan or the EXC Net Billing for Exchanges plan. A deferred payment plan allows you to defer the payment until a later date, for example, don't pay until January 2007. See Credit Card Net Exchange Billing for more information on the EXC plan. blank = The invoice payment method is not associated with a payment plan. Alphanumeric, 1 position; display-only.
CC/C status (Credit card credit status)	A value that indicates the credit status of the return. A value only displays in this field if the invoice payment method is associated with a return or exchange. The system does not process a credit card credit against an installment or deferred billing order before the deposit has been processed. This ensures that you do not credit the customer's credit card before the card has been charged. Valid values are: P = Refund pending. The system updates the status to pending when you perform a return or exchange in order entry, order maintenance or through Work with Return Authorizations and have not yet processed the refund. R = Refund processed/ready. The system updates the status to processed/ready when you process the refund in Process Refunds. blank = Refund deposited. This field is also blank if the invoice payment method is not associated with a return or exchange. Alphanumeric, 1 position; display-only.
To date (Deposit to date)	The total amount deposited to date. When you process a deposit for an installment payment plan, the system updates this field by the deposit amount. Example: You have an installment payment plan assigned to the order for 3 installments of $30.00 on the 15th of every month. The first installment updates this field to $30.00. The second installment updates this field to $60.00. The third installment updates this field to $90.00. Numeric, 20 positions with a 4-place decimal; display-only.
Total (Total amount to deposit)	The total amount that needs to be deposited in order for the invoice to be completely deposited. An error message indicates if you try to change an invoice payment method that has been completely deposited: Invoice (399) has been completely deposited and cannot be changed. Numeric, 20 positions with a 4-place decimal; display-only.
Rel date (Deposit release date)	This date indicates when the invoice is eligible for deposit. If this date is equal to or prior to the current date, the invoice payment is eligible for deposit. The system updates this field when a deposit is confirmed with the next deposit release date if there is a remaining amount to deposit, for example, in installment billing. Regular (non-payment plan) Orders: For regular orders, the deposit release date is the same as the invoice date. The deposit is eligible for processing immediately after billing.
	Deferred Orders: For orders containing a deferred payment plan, the deposit release date is either a fixed date or is based on a specific interval. If the date is based on an interval, the interval can be calculated based on order date or invoice date. If the deposit release date is a fixed date, the system compares the fixed date against the invoice date: If the fixed date is greater than the invoice date, the system will populate the deposit release date with the fixed date. If the fixed date is less or equal to the invoice date, the system will populate the deposit release date with the invoice date. If the deposit release date is based on an interval and is calculated based on invoice date, the system adds the interval number of days to the invoice date and compares this date against the expiration date: If the resulting date is less than the expiration date, the system updates the deposit release date with this date. If the resulting date is equal to or greater than the expiration date, the system will use the expiration date as the deposit release date. If the expiration date is less than the invoice date, the system will use the invoice date as the deposit release date.
	Installment Orders: For orders using an installment payment plan, the deposit release date is either the next fixed day of the month or is based on a specific interval. If the deposit release date is based on an interval, the system calculates the next installment interval by adding the interval number of days to the current date. If the deposit release date is a fixed date: If the fixed day of the month has not been reached, the deposit release date is the fixed day of the current month. If the fixed day of the month is today or in the past, the deposit release date is the fixed day of the next month. If the expiration date is earlier than the invoice date, the system uses the invoice date as the deposit release date. Credit Invoices: For a credit invoice payment method, the deposit release date associated with the original invoice is used as long as that date is on or after the current date. If the deposit release date of the original invoice is earlier than the current date, the deposit release date of the credit invoice is updated with the current date. This ensures that the customer is not credited until he has been billed; but if the customer has been billed, the credit is released immediately. Numeric, 6 positions (in user date format); display-only.

Screen Option	Procedure
Change Invoice Pay Method	Select Change for an invoice payment method to advance to the Change Invoice Pay Method Screen. Error messages: The Change Invoice Pay Method screen might display these error messages when you Select Change for an invoice payment method: Pay category must be credit card. This message indicates that the invoice payment is not a credit card payment type. Invoice (397) has been completely deposited and cannot be changed. This message indicates that the invoice payment associated with a deferred or installment payment plan has been completely deposited. Not authorized to change invoice payment information. This error message indicates that you do not have authority to the Change Invoice Payment Information (A82) secured feature.
Display Invoice Pay Method	Select Display for an invoice payment method to advance to the Display Invoice Pay Method Screen (Reviewing Deposit Information).
Display Deposit History	Select Deposit History for an invoice payment method to advance to the Display Deposit History Screen.
Display Order Payment History	Select Payment History for an invoice payment method to advance to the Display Order Payment History Screen.

Change Invoice Pay Method Screen

Purpose: Use this screen to:

• Review deposit information, such as the total amount to deposit, the amount already deposited and the amount remaining to deposit.
• Review or change the deposit release date, installment information or credit card information.
• Apply a prepaid check or cash payment.

Typically, you use this screen when you receive a rejected deposit for an invoice associated with a deferred or installment payment plan, and you need to change the credit card information before resending the deposit to the service bureau.

How to display this screen: Select Change for an invoice payment method at the Invoice Pay Summary Screen. You can also advance to this screen by selecting Change for a rejected deposit in Submit Rejected Deposits. See Processing Auto Deposits (SDEP).

Field	Description
Order #	A number the system assigns to uniquely identify the order. Numeric, 8 positions; display-only.
Invoice #	The number the system assigns to a customer's bill or credit. Numeric, 7 positions; display-only.
Pay method	The code and description that represents the method of payment on the order. You can change the payment method associated with this invoice payment method by selecting Change Card Number at the Change Invoice Pay Method screen, for example, the customer's credit card was stolen or the credit card was declined. See Changing Credit Card Information for an Invoice Payment Method. Pay methods are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Invoice date	The date you shipped and billed the merchandise. Numeric, 6 positions; display-only.
Total amount (Total amount to deposit)	The total amount to deposit in order for the invoice to be completely deposited. Numeric, 20 positions with a 2-place decimal.
Adjustment (Deposit adjustment amount)	The amount of the deposit that has been changed or is in transition. The system updates the deposit adjustment amount with this information: written off deposits debit and credit netting amounts deposits pending Numeric, 20 positions with a 2-place decimal; display-only.
Amount deposited (Deposit to date)	The total amount deposited to date. When a deposit is confirmed, the system updates this field by the deposit amount. Example: You have an installment payment plan assigned to the order for 3 installments of $30.00 on the 15th of every month. The first installment updates this field to $30.00. The second installment updates this field to $60.00. The third installment updates this field to $90.00. When a deposit is confirmed, the system updates this field with the amount deposited. Numeric, 20 positions with a 2-place decimal; display-only.
Remaining (Deposit remaining amount)	The amount remaining to deposit. The system uses this calculation to determine the deposit remaining amount: deposit amount - amount deposited to date - prepaid amount - adjustment amount = deposit remaining amount Numeric, 20 positions with a 2-place decimal; display-only.
Card Number	The credit card number the customer used on the order. Information will be provided by Oracle at a later date. You can change the credit card number on the Change Credit Card window. See Changing Credit Card Information for an Invoice Payment Method. Alphanumeric, 20 positions; display-only.
Authorization #	The number used to authorize the credit card payment. The original authorization number from pick slip generation is retained and displays for a payment plan order, even after you receive a full authorization for the deposit. You can change the authorization number on the Change Credit Card window. See Changing Credit Card Information for an Invoice Payment Method. Numeric, 16 positions; display-only.
Expiration date	The date the credit card is no longer active. Information will be provided by Oracle at a later date. Numeric, 4 positions (MMYY format); display-only.
Authorization date	The date you manually authorize a payment method, or the date the payment method receives an authorization from the authorization service. You can change the authorization date on the Change Credit Card window. See Changing Credit Card Information for an Invoice Payment Method. Numeric, 6 positions (in user date format); display-only.
Issue #	An incremental issue number, assigned by some banks when they replace a card because it is lost or stolen. Debit cards might require a start date, an issue number, both, or neither. The Require issue # flag for the pay type controls whether an issue number is required or optional. You can change the issue number at the Change Credit Card for window. See Changing Credit Card Information for an Invoice Payment Method. Alphanumeric, 2 positions; display-only.
Start date	The first date when the card is effective. The Require start date flag for the pay type controls whether the start date is required or optional. Numeric, 4 positions; display-only.
Deposit release date	This date indicates when the invoice is eligible for deposit. If this date is on or earlier than the current date, the invoice payment is eligible for deposit. The system updates this field when a deposit is confirmed with the next deposit release date if there is a remaining amount to deposit, for example, in installment billing. Regular (non-payment plan) Orders For regular orders, the deposit release date is the same as the invoice date. The deposit is eligible for processing immediately after billing.
	Deferred Orders: For orders using a deferred payment plan, the deposit release date is either a fixed date or is based on a specific interval. If the date is based on an interval, the interval can be calculated based on order date or invoice date. If the deposit release date is a fixed date, the system compares the fixed date against the invoice date: If the fixed date is later than the invoice date, the system populates the deposit release date with the fixed date. If the fixed date is on or earlier than the invoice date, the system populates the deposit release date with the invoice date. If the expiration date is earlier than the invoice date, the system populates the deposit release date with the invoice date. If the deposit release date is based on an interval and is calculated based on invoice date, the system adds the interval number of days to the invoice date and compares this date against the expiration date: If the resulting date is earlier than the expiration date, the system updates the deposit release date with this date. If the resulting date is on or later than the expiration date, the system uses the expiration date as the deposit release date. If the expiration date is earlier than the invoice date, the system populates the deposit release date with the invoice date.
	Installment Orders: For orders containing an installment payment plan, the deposit release date is either the next fixed day of the month or is based on a specific interval. If the deposit release date is based on an interval, the system calculates the next installment interval by adding the interval number of days to the current date. If the deposit release date is a fixed date: If the fixed day of the month is in the future, the deposit release date is the fixed day of the current month. If the fixed day of the month is on or earlier than today, the deposit release date is the fixed day of the next month. Credit Invoices: For a credit invoice payment method, the deposit release date associated with the original invoice is used as long as that date is on or after the current date. If the deposit release date of the original invoice is earlier than the current date, the deposit release date of the credit invoice is updated with the current date. You might want to change the deposit release date associated with a credit invoice to allow the credit invoice to process before the debit invoice. This ensures that the customer is not credited until he has been billed. Error Messages: An error message indicates if you enter a date that is later than the expiration date associated with the credit card: Deposit Release Date 110199 greater than Expiration Date 599. An error message indicates if you enter a date that is earlier than today's date: Date entered must not be less than today's date Numeric, 6 positions (in user date format); required.
Rejected deposit (Rejected deposit pending)	An informational message informing you a deposit amount has been rejected by the authorization service. When a deposit amount is rejected, the system: writes an order payment history message writes a deposit history record Alphanumeric, 25 positions; display-only.
Rejected (Rejected amount)	The deposit amount that has been rejected by the authorization service. Numeric, 20 positions with a 2-place decimal; display-only.
Resubmit	Indicates whether you wish to resubmit the rejected deposit amount for authorization and deposit. Valid values are: Selected = Resubmit the deposit to the authorization service. The next time you process deposits, the system includes the rejected deposit amount. Unselected = Do not resubmit the deposit to the authorization service.
Write off	This flag indicates whether you wish to write-off the total amount to deposit for this invoice payment method, for example, there is no chance of collecting the money from the customer. Valid values are: Selected = Write off the total amount to deposit for this invoice payment method. Unselected = Do not write off the total amount to deposit for this invoice payment method. Note: When you write-off a deposit amount, the amount is written off immediately.
Amt (Write off deposit amount)	The rejected deposit amount you wish to write off. The system removes the invoice payment method from the Resubmit Reject Deposits screen in Submit Rejected Deposits when you write off a rejected deposit. See Processing Auto Deposits (SDEP). Note: When you select OK to write off a rejected deposit, the write off occurs immediately. Numeric, 20 positions with a 2-place decimal; optional.
Delete	This flag indicates whether you wish to delete the rejected deposit. Valid values are: Selected = Delete the rejected deposit amount. Unselected = Do not delete the rejected deposit amount.
# of installments	The total number of installments assigned to this invoice payment method. Installment billing allows you to break the payment evenly into installments (for example, 3 payments on the 1st of each month). This field is used with an installment payment plan only. Numeric, 3 positions; display-only.
# remaining installment	The number of installments remaining. This number is the same as the number of installments when the invoice payment method record is first created and reduces by one each time an installment is sent for deposit. This field is used with an installment payment plan only. Numeric, 3 positions; display-only.
Installment interval	The number of days between installments. The system uses this interval number to determine the next deposit release date if you are basing installment dates on intervals, for example, 3 installments in 30 day intervals. The system determines the installment dates based on the order date. For example, if the order date is 09/01/06, the first installment date would be 09/01/06. The system would determine the next installment date by adding 30 days to the first installment date: 09/01/06 + 30 = 10/01/06. Numeric, 3 positions; display-only.
Fixed installment day	The day of the month when an installment is billed. The system uses the fixed installment date if you have defined a fixed date for each installment. For example, if 15 is defined here, each installment would be due on the 15th of every month. Numeric, 2 positions; display-only.
Pay type	Represents a method of payment on the order. You can enter a prepaid amount by entering a cash/check pay type in this field and entering the amount you wish to prepay in the Prepaid amount field. An error message indicates if you enter a pay type other than pay type 1 (cash/check): Pay category must be '1' Cash/Check. Pay types are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; optional.
Prepaid amount	The amount you wish to prepay for this pay method, for example, the customer's credit card was rejected and the customer decides to send you a check instead. If you enter an amount in this field, the system subtracts the amount from the Deposit amount remaining field. Example: Deposit amount remaining = 130.75 Prepaid amount = 5.00 130.75 - 5.00 = 125.75 (this is the remaining amount to deposit) Numeric, 14 positions; optional.
Prepaid to date	The total amount prepaid to date. Numeric, 20 positions with a 2-place decimal.

Screen Option	Procedure
Work with rejected deposits	See Working with Rejected Deposits.
Change credit card information	Select Change Card Number. See Changing Credit Card Information for an Invoice Payment Method.

Working with Rejected Deposits

From the Change Invoice Pay Method Screen you can also resubmit, write off or delete a rejected deposit amount.

To resubmit a rejected deposit:

Select the Resubmit field and select OK. The system sends the rejected deposit amount back to the authorization service for reauthorization. The Rejected amount, Resubmit, Write off, Write off amount and Delete fields are cleared from the screen.

The Change Invoice Payment Method screen displays this error message if you try to reenter the screen and the deposit amount that you have resubmitted completely deposits the amount for the invoice payment:

Invoice has been completely deposited and cannot be changed.

This message displays even if the submitted deposit amount has not been confirmed by the authorization service.

The system also writes an order payment history record indicating the deposit amount was resubmitted.

Note:

When you select OK to resubmit, the deposit amount is resubmitted the next time you process deposits.

To write off a rejected deposit:

Select the Write off field and:

• If you wish to write off the remaining amount to deposit for this invoice payment method, select OK. You return to the Invoice Pay Summary screen.
• If you wish to write off a specific amount, enter this amount in the Write off amount field and select OK. The Confirm Accept window prompts you for confirmation.

When you write off a deposit amount:

• The system updates the Adjustment field with the rejected deposit amount. If you did not enter a specific write off amount, this is the amount remaining to deposit. If you entered a specific write off amount, this is the amount you entered in the Write off amount field.
• The system updates the Remaining field with the amount remaining to deposit. The system determines the remaining amount to deposit using this calculation:

total amount to deposit - write off amount = remaining amount to deposit

For a deferred payment plan:

If the invoice payment method is associated with a deferred payment plan, the system updates the Adjustment field with the write off amount and updates the Remaining field with the remaining amount to deposit, if any.

Example:

Total amount to deposit = 69.00

Rejected deposit amount = 69.00

Write off amount = 30.00

In this situation, the system updates the Adjustment amount field to 30.00 (the write off amount) and updates the Remaining field with 39.00 using this calculation:

total amount to deposit (69.00) - write off amount (30.00) = remaining amount to deposit (39.00)

When you receive an authorization for the deposit, the system updates:

• the Amount deposited field to 39.00
• the Remaining field to .00
• the Adjustment field remains at 30.00 (this is the write off amount)

For an installment payment plan:

If the invoice payment method is associated with an installment payment plan, the system updates the Adjustment field with the write off amount and updates the Remaining field with the remaining amount to deposit, if any. If there is a remaining amount to deposit, the system redistributes the amount remaining across the remaining installment intervals.

Example:

Total amount to deposit = 69.00

Number of installments = 3

Installment amount = 23.00

Rejected deposit amount = 23.00

Write off amount = 30.00

In this situation, the system updates the Adjustment amount field to 30.00 (the write off amount) and updates the Remaining field with 39.00 using this calculation:

total amount to deposit (69.00) - write off amount (30.00) = remaining amount to deposit (39.00)

The system also updates the Installment amount for the remaining installment intervals to 19.50 using this calculation:

remaining amount to deposit (39.00) / the number of remaining installments (2) = installment amount (19.50)

When you receive an authorization for the deposit, the system:

• updates the Amount deposited field to 19.50
• updates the Remaining field to 19.50 (this is the amount of the next installment)
• decreases the Number of remaining installments field by 1
• leaves the Adjustment field at 30.00 (this is the write off amount)

Note:

If you write off the remaining amount to deposit for this invoice payment method, the system updates the Adjustment field with the amount remaining to deposit plus the rejected deposit amount and updates the Remaining field with the rejected deposit amount.

To delete a rejected deposit:

Select the Delete field. The system deletes the rejected deposit amount and displays the message Deleted. No further deposits. at the Change Invoice Pay Method screen.

Changing Credit Card Information for an Invoice Payment Method

Purpose: You can change credit card information at the Change Credit Card window. A history message is written, indicating Card Number has been changed. You can review this history at the Display Order Payment History Screen.

How to display this window: Select Change Card Number at the Change Invoice Pay Method Screen. Additional information will be provided by Oracle at later date.

Field	Description
Pay method	The code and description that represents the method of payment on the order. Error messages: If you entered a payment method other than a credit card: Pay category must by credit card. If you entered a pay method that is associated with a credit card authorization and deposit service different from the original credit card: Auth Service Code must match Original Service Code. Pay methods are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; required.
Card Number	The credit card number the customer used on the order. Information will be provided by Oracle at a later date. Alphanumeric, 20 positions; required.
Expiration date	The date the credit card is no longer active. The Require expiration date flag for the pay type controls whether an expiration date is required. For example, a stored value card credit card type typically does not require an expiration date. See Types of Credit Cards for more information. Numeric, 4 positions (MMYY format); required or optional.
Issue #	An incremental issue number, assigned by some banks when they replace a card because it is lost or stolen. Debit cards might require a start date, an issue number, both, or neither. The Require issue # flag for the pay type controls whether an issue number is required or optional. It is important to enter the issue number exactly as it appears on the card. For example, an issue number of 1 is different from an issue number of 01; also, an issue number of 0 is different from a blank issue number. Each bank has its own requirements and conventions regarding issue number. If an issue number is required but not entered in order entry or order maintenance, the system displays an error message: Credit card issue# () is not valid. Note: An entry of 00 (two zeros) is not considered a valid issue number. Alphanumeric, 2 positions; required or optional.
Start date	The first date when the card is effective. The Require start date flag for the pay type controls whether the start date is required or optional. You might use a start date for a debit card to indicate the first date when the card is effective. If a start date is required but not entered, the system displays an error message in order entry or maintenance: Credit card start date (0) is not valid. Even if you require a start date for a pay type, the system does not validate the credit card based on whether the start date is before or after the current date. Typically, if your authorization service requires a start date for this pay type, the service would validate the start date provided against the current date. Debit cards might require a start date, an issue number, both, or neither. Even if a start date or an issue date are not required, you can still enter this information in order entry if it is available. Numeric, 4 positions; required or optional.
Authorization #	The number used to authorize the credit card payment. The original authorization number from pick slip generation is retained and displays for a payment plan order, even after you receive a full authorization for the deposit. Numeric, 16 positions; optional.
Authorization date	The date you manually authorize a payment method, or the date the payment method receives an authorization from the authorization service. Numeric, 6 positions (in user date format); optional.

Display Invoice Pay Method Screen (Reviewing Deposit Information)

Purpose: Use this screen to review:

• deposit information, such as the total amount to deposit, the amount already deposited and the amount remaining to deposit
• the deposit release date, installment information or credit card information
• the prepaid check or cash payment

How to display this screen: Select Display for an invoice payment method at the Invoice Pay Summary Screen.

Field descriptions: See Change Invoice Pay Method Screen for a description of the other fields on this screen.

Field	Description
Installment (Installment amount)	The amount due for the next installment. This field displays only for invoice payment methods associated with an installment payment plan. Numeric, 20 positions with a 2-place decimal; display-only.
Schedule (Installment scheduled date)	The deposit date for the next installment. This date indicates when the invoice is eligible for deposit. If this date is equal to or prior to the current date, the invoice payment is eligible for deposit. The system updates this field when a deposit is confirmed with the next deposit date if there is a remaining amount to deposit. The system updates this field to 99/99/99 when a deposit amount is rejected. This field displays only for invoice payment methods associated with an installment payment plan. Numeric, 6 positions (in user date format); display-only.

Display Deposit History Screen

Purpose: Use this screen to review invoice deposit attempts and responses.

How to display this screen: Select Deposit History for an invoice payment method at the Invoice Pay Summary Screen or the Display Order Payment Methods Screen.

Field	Description
Order #	A number the system assigns to uniquely identify an order. Numeric, 8 positions; display-only.
Pay type	Represents the method of payment on the order. Pay methods are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Issue #	An incremental issue number, assigned by some banks when they replace a card because it is lost or stolen. Debit cards might require a start date, an issue number, both, or neither. The Require issue # flag for the pay type controls whether an issue number is required or optional. It is important to enter the issue number exactly as it appears on the card. For example, an issue number of 1 is different from an issue number of 01; also, an issue number of 0 is different from a blank issue number. Each bank has its own requirements and conventions regarding issue number. If an issue number is required but not entered in order entry or order maintenance, the system displays an error message: Credit card issue# () is not valid. Note: Debit cards might require a start date, an issue number, both, or neither. Even if a start date or an issue date are not required, you can still enter this information in order entry if it is available. Alphanumeric, 2 positions; display-only.
Start date	The first date when the card is effective. The Require start date flag for the pay type controls whether the start date is required or optional. You might use a start date for a debit card to indicate the first date when the card is effective. Numeric, 4 positions; display-only.
Card Number	The credit card number the customer used on the order. Information will be provided by Oracle at a later date. Alphanumeric, 20 positions; display-only.
Exp date	The date the credit card is no longer active. The expiration date may be zero, depending on the setting of the Require expiration date flag for the pay type. For example, a stored value card credit card type typically does not require an expiration date. See Types of Credit Cards for more information. You can change the expiration date on the Change Credit Card window. See Changing Credit Card Information for an Invoice Payment Method. Numeric, 4 positions (MMYY format); display-only.
Invoice #	The number the system assigns to a customer's bill or credit. The system generates an invoice during billing. Numeric, 7 positions; display-only.
Type (Transaction type)	Indicates the type of deposit. Valid values are: *PURCH = Purchase deposit, indicating a debit. *RETURN = Return deposit, indicating a credit. Alphanumeric, 10 positions; display-only.
Date (Deposit created date)	The date when this deposit history record was created. This is the date when the invoice pay method was deposited. The deposit created date ensures that the deposit is not sent again. Numeric, 6 positions (in user date format); display-only.
Amount (Deposit amount)	The amount deposited. The system uses this calculation to determine the amount to deposit: For deferred payment plans: prepaid amount - adjustment amount - total amount deposited to date = deposit amount For installment payment plans: prepaid amount - adjustment amount - total amount deposited to date / intervals remaining = deposit amount Numeric, 20 positions with a 2-place decimal; display-only.
Status (Deposit status)	The status of this deposit: Confirmed = The service bureau confirmed the deposit. Deleted = The user deleted a rejected deposit. Forced = The deposit was rejected, but was forced through deposit (the Forced deposit field for the authorization service is selected). Manual Confirmed = The user manually confirmed the deposit through Submit Rejected Deposits. Prepaid = The user entered a prepaid adjustment amount. Resubmitted = The deposit was resubmitted for deposit. Sent = The deposit is in the process of being sent to the service bureau. Unconfirmed = The deposit is unconfirmed by the service bureau. Written Off = The user wrote off a rejected deposit. blank = The deposit has not yet been sent to the service bureau. Display-only.
Response (Vendor response code)	A code assigned by the authorization service that identifies whether the credit card deposit was authorized and approved or declined, and the reason for the authorization decline. Vendor response codes are defined in and validated against the Authorization Service Vendor Response table. See Defining Vendor Response Codes. Alphanumeric, 10 positions; display-only.
Bill mthd (Flexible payment bill method)	A code that identifies whether this deposit is related to a deferred or installment payment plan. Valid values: blank = This is a regular deposit; no payment plans are associated with this deposit. D = This is a deferred billing deposit. I = This is an installment billing deposit. The system uses this code to sort deposit records. Alphanumeric, 1 position; display-only.

Screen Option	Procedure
Display deposit history detail	Select Details for a deposit to advance to the Display Deposit History Detail Screen.

Display Deposit History Detail Screen

Purpose: Use this screen to review the deposit history details, such as the action code and the deposit service associated with this deposit. Additional information will be provided by Oracle at a later date.

How to display this screen: Select Details for a deposit at the Display Deposit History Screen.

Field	Description
Order #	A number the system assigns to uniquely identify an order. Numeric, 8 positions; display-only.
Invoice #	The number the system assigns to a customer's bill or credit. Numeric, 7 positions; display-only.
Merchant ID (Merchant identification code)	The account number assigned by the service bureau to identify transmissions to and from your company. Alphanumeric, 20 positions; display-only.
Issue #	An incremental issue number, assigned by some banks when they replace a card because it is lost or stolen. Debit cards might require a start date, an issue number, both, or neither. The Require issue # flag for the pay type controls whether an issue number is required or optional. It is important to enter the issue number exactly as it appears on the card. For example, an issue number of 1 is different from an issue number of 01; also, an issue number of 0 is different from a blank issue number. Each bank has its own requirements and conventions regarding issue number. If an issue number is required but not entered in order entry or order maintenance, the system displays an error message: Credit card issue# () is not valid. Note: Debit cards might require a start date, an issue number, both, or neither. Even if a start date or an issue date are not required, you can still enter this information in order entry if it is available. Alphanumeric, 2 positions; display-only.
Start date	The first date when the card is effective. The Require start date flag for the pay type controls whether the start date is required or optional. You might use a start date for a debit card to indicate the first date when the card is effective. Numeric, 4 positions; display-only.
Card Number	The credit card number sent to be deposited. Additional information will be provided by Oracle at a later date. You can change the credit card number on the Change Credit Card window. See Changing Credit Card Information for an Invoice Payment Method. Alphanumeric, 20 positions; display-only.
Exp date	The date the credit card is no longer active. The expiration date may be zero, depending on the setting of the Require expiration date flag for the pay type. For example, a stored value card credit card type typically does not require an expiration date. See Types of Credit Cards for more information. You can change the expiration date on the Change Credit Card window. See Changing Credit Card Information for an Invoice Payment Method. Numeric, 4 positions (MMYY format); display-only.
Deposit amount (Deposit amount)	The amount deposited or the amount sent to be deposited. The system uses this calculation to determine the amount to deposit: For deferred payment plans: prepaid amount - adjustment amount - total amount deposited to date = deposit amount For installment payment plans: prepaid amount - adjustment amount - total amount deposited to date / intervals remaining = deposit amount Numeric, 20 positions with a 2-place decimal; display-only.
Deposit date (Deposit created date)	The date when this deposit history was created. This is the date when the invoice pay method was deposited. The deposit created date ensures that the deposit is not sent again. Numeric, 6 positions (in user date format); display-only.
Transaction type (Transaction type)	Indicates the type of deposit. Valid values are: *PURCH = Purchase deposit *RETURN = Return deposit Alphanumeric, 10 positions; display-only.
Response code (Vendor response code)	A code assigned by the authorization service that identifies whether the credit card deposit was authorized and approved or declined, and the reason for the authorization decline. Vendor response code are defined in and validated against the Authorization Service Vendor Response table. See Defining Vendor Response Codes. Note: In order to see the full vendor response code description, a Description must be defined for the response code on the Work with Vendor Response Screen. Alphanumeric, 10 positions; display-only.
Action code	A code set to the deposit service indicating the action to take for reauthorization. Valid values are: Authorize and Deposit = The deposit requires an authorization before it can be processed. The system sends a code of B (Authorize and Deposit) for: all payment plan deposits except for the first deposit of an installment plan, when a code of D is sent. any regular (non-pay plan) deposit whose authorization has expired. You can review the authorization expiration date at the Authorization History Details Window. Additionally, the system updates the Authorization History record with the new authorization number. Deposit = The deposit does not require authorization and can be processed. The system sends a code of D for all regular deposits, assuming there is an authorization number in the Invoice Pay Method table and the authorization has not expired. If there is no authorization number, the system sends a code of B (Authorize and Deposit). Alphanumeric, 1 position; display-only.
Authorization code	The authorization code sent with this deposit. This code indicates that the amount to charge for this credit card has been authorized manually or through a credit card authorization service. Alphanumeric, 16 positions; display-only.
Billing method (Flexible payment bill method)	A code that identifies whether this deposit is related to a deferred or installment payment plan. Valid values: blank = This is a regular deposit; no payment plans are associated with this deposit. Deferred = This is a deferred billing deposit. Installment = This is an installment billing deposit. The system uses this code to sort deposit records. Display-only.
Deposit service	A code for the service bureau that performs credit card deposits for this pay type. Alphanumeric, 3 positions; display-only.
Deposit status	The status of this deposit. Valid values are: Confirmed = The service bureau confirmed the deposit. Deleted = The user deleted a rejected deposit. Forced = The deposit was rejected, but was forced through deposit (the Forced deposit field for the authorization service is selected). Manual Confirmed = The user manually confirmed the deposit through Submit Rejected Deposits. Prepaid = The user entered a prepaid adjustment amount. Resubmitted = The deposit was resubmitted for deposit. Sent = The deposit is in the process of being sent to the service bureau. Unconfirmed = The deposit is unconfirmed by the service bureau. Written Off = The user wrote off a rejected deposit. blank = The deposit has not yet been sent to the service bureau. Display-only.

Display Order Payment History Screen

Purpose: Use this screen to review messages written by the system describing changes in payment and invoice activity for the order. The system records all activity associated with the order payment method or invoice payment method defined for the order on this screen, such as:

• deposits made
• invoices netted against each other
• changes made by users
• deactivation of a pay type
• adding, changing, or deleting the payment plan associated with the payment type on the order

Additional information will be provided by Oracle at a later date.

How to display this screen: Select Payment History for a payment at the Invoice Pay Summary Screen or the Display Order Payment Methods Screen.

Field	Description
Order #	A number the system assigns to uniquely identify an order. Numeric, 8 positions; display-only.
Invoice #	The number the system assigns to a customer's bill or credit. This is the invoice number associated with an invoice payment method that has been updated. Numeric, 7 positions; display-only.
Pay type	The code and description of the pay type assigned to this order. Pay type codes are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Pay type code: numeric, 2 positions; display-only. Pay type description: alphanumeric, 30 position; display-only.
Date	The date when the transaction occurred. Numeric, 6 positions (in user date format); display-only.
Typ (Transaction type)	Indicates the type of transaction that occurred. Valid values are: A = Card number has been changed. You can change the credit card number at the Change Invoice Pay Method Screen or the Enter Credit Card Pop-Up window. B = billing C = credit check D = deposit M = maintenance N = net Alphanumeric, 1 position; display-only.
Note (Transaction note)	A system-generated description of the transaction. Alphanumeric, 40 positions; display-only.
Invoice	The invoice number associated with an updated invoice payment method. Numeric, 7 positions; display-only.
User	The user ID of the operator responsible for the transaction. Alphanumeric, 10 positions; display-only.

Screen Option	Description
Switch views between order and invoice payment history and invoice payment history only	Select Payment History. The system displays order and invoice payment history records or invoice payment history records only. When you review invoice history records only, the system displays a message to the right of the Invoice number field: Invoice Notes Only.

Reviewing Payment Methods

Display Order Payment Methods Screen

Purpose: This screen lists all of the methods of payment used on the order. Payment methods apply across recipients. The screen does not display refunds or balance due pay types.

How to display this screen: Select Pay Methods from the Order Inquiry Header Screen or Order Inquiry Detail Screen.

Field	Description
Order #	A unique number the system assigns to the order. You will not see a ship-to suffix with the order number on this screen because payment methods apply across all recipients. Numeric, 8 positions; display-only.
Sold to	The name of the customer or company who placed the order. Alphanumeric, 41 positions; display-only.
Ship to	The name of the customer or company to receive the order. Alphanumeric, 41 positions; display-only.
Payment method (unlabeled)	Represents the method of payment on an order. Pay types codes are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Payment method	A description of the pay type, and information such as the credit card number and expiration date, that is associated with the payment type. If you use credit card tokenization, the credit card number may be a token rather than the actual credit card number. Alphanumeric, 30 characters; display-only.
Amount	Three fields that identify the: Amount to charge The total value charged to the payment method. If no value appears, then this payment type serves as a “catch-all,” meaning any amount not assigned to another payment method applies to this one. Amount billed The amount that applies to the payment method that has been billed to the customer. For credit card payments, this is the total amount billed to the credit card. The system updates this amount as soon as the card is billed even before you process deposits. If you are using deferred or installment billing, the total amount to charge the card displays, even if the total amount has not yet been billed.
	Note: If this is a prepay amount, and part of the prepayment total was applied to a membership program, only the remaining amount appears as the amount to charge or amount billed. For example, if the customer sent a check for $100.00 and $80.00 was applied to the membership program, $20.00 appears here. See Membership Overview. Amount credited The amount that has been credited to the payment method in the event of a return, overpayment, cancellation, or sellout. Numeric, 20 positions with a 2-place decimal; display-only.
Chg seq (Charge sequence)	A number that designates the order of use for the payment method, from zero to 99. The catch-all account must have the highest charge sequence. A charge sequence of 99 indicates that the payment method has been deactivated on the order; see Enter Payment Methods Screen in Order Maintenance. Numeric, 2 positions; display-only.
Pay plan (Payment plan code)	A code that identifies the payment plan associated with the payment method on this order. Payment plan codes are defined in and validated against the Flexible Payment Options table. See Working with Flexible Payment Options (WFPO). Alphanumeric, 6 positions; display-only.
CC Last 4	The last four positions of the credit card number. From the CC Last 4 field in the Order Payment Method table. If you use credit card encryption, the system does not encrypt the value in this field. Alphanumeric, 4 positions; display-only.

Screen Option	Procedure
Review order pay type detail	Select Display Detail to advance to the Display Order Pay Type Screen (1 of 2).
Review credit authorization history	Select Display authorization history to advance to the Display Authorization History Screen.
Review contributions	This option is not currently implemented.
Display deposit history	Select Display Deposit History to advance to the Display Deposit History Screen.
Display payment history	Select Display payment history to advance to the Display Order Payment History Screen.

Display Order Pay Type Screen (1 of 2)

Purpose: Use this screen to view order pay type detail. This screen displays the specific properties or characteristics that comprise the order payment method you selected.

Additional order pay type information: Select OK to advance to the Display Order Pay Type Screen (2 of 2).

How to display this screen: Select Details for a payment method at the Display Order Payment Methods Screen.

Field	Description
Order #	A unique number assigned to the order. Numeric, 7 positions; display-only.
Sold to	The sold to customer defined for this order. Last name: Alphanumeric, 25 positions; display-only. First name: Alphanumeric, 15 positions; display-only. Middle initial: Alphanumeric, 1 position; display-only.
Pay type	The pay type code and description associated with this order. Pay type codes are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). All payment methods including PayPal and wallets are shown. As PayPal orders are created via the CWOrderIn API and not directly through the user interface, hence these pay types should not be selected here. Order Administration does not support authorization integration with PayPal. Pay type code: Numeric, 2 positions; display-only. Pay type description: Alphanumeric, 30 positions; display-only.
Amount to charge	The total amount that applies as a charge to the payment method shown. If this field is blank, the balance of the charge for the order applies to the payment method. The balance charge occurs after charges to all other pay types on the order have reached their defined limit. Numeric, 20 positions with a 2-place decimal; display-only.
Amount authorized	The amount authorized for the credit card payment. The system updates this field: when the system creates a pre-generated pick for the order in an H Generated Has Authorization status. This field remains blank: if the payment is not a pay category 2 credit card pay type. if a pre-generated pick is not created for the order. when the system creates a pre-generated pick for the order in a G Generated No Authorization status; in this situation, the system updates this field when you print the pick slip. Numeric, 20 positions with a 2-place decimal; display-only.
Amount billed	The amount that has already been billed against this pay method. For credit card payments, this is the total amount billed to the credit card. The system updates this amount as soon as the card is billed even before you process deposits. If you are using deferred or installment billing, the total amount to charge the card displays, even if the total amount has not yet been billed. Note: If this is a prepay amount, and part of the prepayment total was applied to a membership program, only the remaining amount appears as the amount to charge or amount billed. For example, if the customer sent a check for $100.00 and $80.00 was applied to the membership program, $20.00 appears here. See Membership Overview. Numeric, 20 positions with a 2-place decimal; display-only.
Amount collected	The amount you have received from the customer. An amount is collected when: A shipment is billed using a credit card payment type (Note: This field is updated before you process deposits, and the update occurs regardless of whether the credit card uses a deferred or installment payment plan or is set up for immediate deposit) Cash amount is entered for a prepaid order Check and cash amounts are collected immediately, while credit card amount will not be visible until billing occurs.
	For credit card payments, the system updates this amount as soon as the card is billed even before you process deposits. If you are using deferred or installment billing, the total amount to charge the card displays, even if the total amount has not yet been collected. Note: If this is a prepay amount, and part of the prepayment total was applied to a membership program, only the remaining amount appears as the amount to charge or amount billed. For example, if the customer sent a check for $100.00 and $80.00 was applied to the membership program, $20.00 appears here. See Membership Overview. Numeric, 20 positions with a 2-place decimal; display-only.
Amount credited	The amount from this payment type that the customer has received as credit or refund, represented by the creation of a refund in the Refund table. This information is updated when the refund is processed or the refund check is cut. Numeric, 20 positions with a 2-place decimal; display-only.
Charge sequence	A number that designates the order in which a payment method is used. Numeric, 1 position; display-only.
Cash applied date	The month, day, and year you applied a cash (prepaid) payment to the order. Numeric, 6 positions; display-only.
Routing # (Routing number)	Informational. Alphanumeric, 9 positions; display-only.
Acct # (Checking account number)	Informational. Alphanumeric, 20 positions; display-only.
Check # (Check number)	Informational. Numeric, 6 positions; display-only.
Check download date (Check interface download date)	Not implemented. Numeric, 6 positions (in user date format); display-only.
Card Number	Information will be provided by Oracle at a later date. Alphanumeric, 20 positions; display-only.
Authorization date	The month, day, and year that your credit card authorization service confirmed or authorized the customer's credit card for the order, or you manually authorized the credit card. Numeric, 6 positions; display-only.
Expiration date	The date the credit card is no longer active. Information will be provided by Oracle at a later date. Numeric, 4 positions (MMYY format); display-only.
Card Last 4	The last four positions of the credit card number. From the CC Last 4 field in the Order Payment Method table. If you use credit card encryption, the system does not encrypt the value in this field. Alphanumeric, 4 positions; display-only.
Authorization number	The number you used when you manually authorized the credit card, or the authorization service assigned when authorizing the credit card. The number can be overridden for manual or authorization service updates, and clears when the order is purged. For orders using a payment plan, the system retains the original authorization number from pick slip generation, even after you receive a full authorization for deposit. Alphanumeric, 16 positions; display-only.
Authorization amount	The amount for this payment method that your authorization service has approved. This field is updated by the Auto Authorization function, and clears when the order is purged. Numeric, 20 positions with a 2-place decimal; display-only.
Issuing bank	The description of the bank issuing the credit card. This field is not currently implemented. Alphanumeric, 10 positions; display-only.
Issue #	An incremental issue number, assigned by some banks when they replace a card because it is lost or stolen. Debit cards might require a start date, an issue number, both, or neither. The Require issue # flag for the pay type controls whether an issue number is required or optional. Alphanumeric, 2 positions; display-only.
Start date	The first date when the card is effective. The Require start date flag for the pay type controls whether the start date is required or optional. You might use a start date for a debit card to indicate the first date when the card is effective. Numeric, 4 positions; display-only.
Hold reason	Represents why the pay type is on hold. Pay type holds include: PT = Pay Type hold is a hold reason code that the system displays when the order is on pay type hold and no other hold exists. Prepaid order holds: TM = Time hold. The system assigns this hold when you specify a check hold time period in the Pay Type table. The hold remains in effect until the time period lapses or you manually release the hold through the Release Held Orders program, whichever occurs first. KF = Check fraud. A hold that the system assigns when the micra number on a check meets a fraud condition that you defined in the Miscellaneous Fraud table.
	BD = Balance due. A hold that refers to an outstanding balance or amount unpaid that exceeds an amount limit or percentage you established in the Pay Type table. This hold applies when the only pay type on the order is cash. Credit card holds: AV = AVS hold. A credit card pay type hold that the system assigns when the credit card fails address verification. CF = Credit card fraud. A credit card pay type hold that applies when you have entered the credit card number in the Miscellaneous Fraud PV = Pay Plan Velocity Hold. A hold that the system assigns when a credit card has been used too many times within a specified period for an order containing a deferred or installment payment plan. P$= Pay Plan Dollar Threshold. A hold that the system assigns when the total amount and invoice amount outstanding for a sold to customer on orders containing a deferred or installment payment plan exceeds the Dollar Threshold for Sold To Customer Orders with Flexible Payments (F54) system control value. W = Waiting for credit authorization. A hold that applies to an order waiting for authorization from a credit checking service bureau from the Pay Type table. CW hold will not prevent the order from processing. See Releasing Held Orders. User-defined holds: A user-defined hold reason displays here if, for example, the pay type was declined by the authorization service and you associated the vendor response with a unique pay type hold reason. See the Hold date field. Alphanumeric, 2 positions; display-only.
Hold until	The date when the order is eligible for release through the Release Orders on Time Hold Periodic Function. You can assign a number of days for the system to add when calculating the hold date to each response code you receive from an authorization service. See Defining Vendor Response Codes for more information on setting up vendor responses for authorization services, and releasing orders from time hold. Numeric, 6 positions (in user date format); display-only.

Display Order Pay Type Screen (2 of 2)

Purpose: Use this screen to review order pay type detail related to deferred or installment pay plans.

How to display this screen: Select OK at the Display Order Pay Type Screen (1 of 2).

Field	Description
Order #	A unique number assigned to the order. Numeric, 7 positions; display-only.
Sold to	The sold to customer defined for this order. Last name: Alphanumeric, 25 positions; display-only. First name: Alphanumeric, 15 positions; display-only. Middle initial: Alphanumeric, 1 position; display-only.
Pay type	The pay type code and description associated with this order. Pay type codes are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Pay type code: Numeric, 2 positions; display-only. Pay type description: Alphanumeric, 30 positions; display-only.
Pay plan code	The payment plan code and description associated with the pay type on this order. Payment plan codes are defined in and validated against the Flexible Payment Options table. See Working with Flexible Payment Options (WFPO). Pay plan code: Alphanumeric, 5 positions; display-only. Pay plan description: Alphanumeric, 40 positions; display-only.
Suppress deposit	Indicates whether the system will include this invoice payment method when you run Processing Auto Deposits (SDEP). Valid values are: Selected = The system will not attempt to deposit this payment method. Unselected = This payment method will be included when you process deposits. The system determines how to set this flag based on the setting of the Suppress deposit flag at the Display Order Pay Type Screen (1 of 2). This field can be selected if: you create the order through the Generic Order Interface (Order API); see Suppressing Deposits and Refunds in the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1) for an overview. this is a ship-for-pickup order, and the Payment at POS for Ship for Pickup Orders (L60) system control value is selected. See that system control value for background. For more information see Only credit card payment methods can have this flag selected. This flag is selected only for the first time that you bill against the payment method; afterward, the system resets the flag for the payment method to Unselected. Once you bill this payment method, the system resets this flag to Unselected.
Suppress refund	Indicates whether the system will ever generate a refund for this payment method. Valid values are: selected = The system will never generate a refund to the customer for this payment method; instead, any refund will be created in a cancel pending status, and canceled when you process refunds. In addition, if the return disposition code assigned to the return matches the return disposition code defined in the Return Disposition Code to Exclude in ORCE Sales Feed (M22) system control value, the system excludes the return (credit) invoice from the Customer Engagement Sales Feed and does not generate a return confirmation for the return. unselected = Refunds will be created if appropriate based on normal processing. This flag can be selected if: you create the order through the Generic Order Interface (Order API); see Suppressing Deposits and Refunds for an overview. this is a ship-for-pickup order, and the Payment at POS for Ship for Pickup Orders (L60) system control value is selected. See that system control value for background. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Additionally, this flag can be changed when you create a return through the Inbound Return API; see Suppressing Refunds in the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1) for an overview for an overview.
# days for deferral	The number of days the payment is deferred. This field is used with deferred payment plans only. Numeric, 3 positions; display-only.
Fix date for deferral	The day of the month when payment for this order is due. This field is used with deferred payment plans only. Numeric, 6 positions (in user date format); display-only.
# of installments	The number of installments for this order. This field is used with installment payment plans only. Numeric, 2 positions; display-only.
Installment interval	The amount of days between each installment. This field is used with installment payment plans only. Numeric, 3 positions; display-only.
Fixed installment date	The day of the month when each installment is due. This field is used with installment payment plans only. Numeric, 6 positions (in user date format); display-only.
Expiration date	The date when this payment plan expires. Numeric, 6 positions (in user date format); display-only.

Display Authorization History Screen

Purpose: Use this screen to review the authorization transactions that occurred for the customer's credit card.

Creating authorization history for orders authorized on the web: Order Administration creates an authorization history record with a status of A Approved for an order that received an approved credit card authorization on the web storefront if an auth_number and auth_amount are defined for the credit card payment.

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

How to display this screen: Select Display authorization history for a payment method at the Display Order Payment Methods Screen.

For more information: See Display Order Payment Methods Screen for a description of the fields at the top of this screen.

Field	Description
Currency code	The currency of the Authorization amount and Deposit amount. Displayed only if you use the Alternate Currency option to toggle between displaying the Authorization amount and Deposit amount in the local currency and alternate currency. This option is available only if the Multi Currency by Offer (E03) system control value is selected. Alphanumeric, 3 positions; display-only.
Sts (Status)	The status of the authorization as updated by the system. Valid values are: blank = Not sent yet S = Sent, but not received A = Authorized D = Declined E = Expired; updated to this status by Pick Slip Generation only O = Authorized, but not used M = Mismatch Auth/Deposit (created for authorizations during deposits) Alphanumeric, 1 position; display-only.
Auth amt (Authorized amount)	The amount the service bureau authorized to be charged on the credit card. You can toggle between viewing the authorization amount in the local currency and the alternate currency by selecting Alternate Currency if the Multi Currency by Offer (E03) system control value is selected and the order is associated with an alternate currency. Numeric, 20 positions with a 2-place decimal; display-only.
Auth# (Authorization number)	A number for the authorization transaction assigned by the authorization service. Alphanumeric, 16 positions; display-only.
Auth date (Authorization date)	The date the authorization service approved the amount to be charged. Numeric, 6 positions (in user date format); display-only.
Send date	The date you transmitted the authorization to the authorization service. Numeric, 6 positions; display-only.
Deposit amt (Deposit amount)	The amount deposited to the bank for the charge. You can toggle between viewing the deposit amount in the local currency and the alternate currency by selecting Alternate Currency if the Multi Currency by Offer (E03) system control value is selected and the order is associated with an alternate currency. Numeric, 20 positions with a 2-place decimal; display-only.
Response 1	A code representing the response of the authorization service. The vendor response code is from the Vendor response 1 field in the Authorization History table. Alphanumeric, 10 positions; display-only.

Screen Option	Procedure
Display details	Select Details for an authorization to advance to the Authorization History Details Window.
Work with card authorization reversals	Select Auth Reversals for a pay category 2 Credit Card payment method to advance to the Display Authorization Reversals Screen. Note: For all other payment methods, the screen displays an error message: Option not valid for this pay type.
Toggle between displaying the Authorization amount and Deposit amount in the local currency and the alternate currency	Select Alternate Currency. The system toggles the Authorization amount and Deposit amount between the local currency and alternate currency. Additionally, when viewing the amounts in the alternate currency, the Currency code field displays in the upper right corner of the screen indicating the currency of the alternate amounts. This option is available only if the Multi Currency by Offer (E03) system control value is selected.

Authorization History Details Window

Purpose: Use this pop-up window to review the history of an authorization, such as the vendor response code and when the authorization was submitted and deposited.

How to display this screen: Select Details for an authorization at the Display Authorization History Screen.

Field	Description
Vendor response	A code representing the response of the authorization service. See Defining Vendor Response Codes for more information on vendor responses. Alphanumeric, 10 positions; display-only.
Vendor response description (unlabeled field)	The description of the vendor response code. Alphanumeric, two 30-position fields; display-only.
Vendor response 2	A code representing the credit card security response (CID, CVV2, CVC2) for the credit card authorization. If a card security value and card security presence were not provided for the credit card, this field is blank. The card security response code is from the Vendor response 2 field in the Authorization History table. Alphanumeric, 10 positions; display-only.
Vendor response 2 description (unlabeled field)	The description of the vendor response code used for card security identification. Alphanumeric, two 30-position fields; display-only.
AVS response	A code representing the address verification response for the credit card authorization if AVS is used. If AVS is not used, this field is blank. The AVS response code is from the AVS response field in the Authorization History table. Alphanumeric, 10 positions; display-only.
AVS response description (unlabeled field)	The description of the AVS response code. Alphanumeric, two 40-position fields; display-only.
Auth # (Authorization number)	A number assigned by the authorization service for the authorization transaction. Alphanumeric, 16 positions; display-only.
Status (unlabeled field to the right of the Auth #)	A description of the status of the authorization as updated by the system. Possible statuses are: Sent for authorization Authorized Not yet sent Declined Expired Authorized but not used Mismatch Auth/Deposit (created for authorizations during deposits) Voided
Auth date (Authorization date)	The date the authorization service approved the amount to be charged. Numeric, 6 positions (in user date format); display-only.
Auth expires (Authorization expires)	The date the authorization expires. The system uses the following calculation to determine if an authorization has expired: authorization date (from Authorization History table) + reauthorization days (from Pay Type table) = authorization expiration date. Numeric, 6 positions (in user date format); display-only.
Auth time Authorization time	The time when the credit card payment was authorized. The system uses this time to determine if the authorization is eligible for reversal. Also, this information is used through the REAUTH process. Information will be provided by Oracle at a later date. Numeric, 6 positions (HH:MM:SS format); display-only.
Amount submitted	The amount submitted for authorization and approved by the credit card authorization service. You can toggle between viewing the amount submitted in the local currency and the alternate currency by selecting Alt Currency if the Multi Currency by Offer (E03) system control value is selected and the order is associated with an alternate currency. Numeric, 20 positions with a 2-place decimal; display-only.
Amount available	The amount remaining that requires authorization. You can toggle between viewing the amount available in the local currency and the alternate currency by selecting Alt Currency if the Multi Currency by Offer (E03) system control value is selected and the order is associated with an alternate currency. Numeric, 20 positions with a 2-place decimal; display-only.
Amount deposited	The total amount deposited. You can toggle between viewing the amount available in the local currency and the alternate currency by selecting Alt Currency if the Multi Currency by Offer (E03) system control value is selected and the order is associated with an alternate currency. Numeric, 20 positions with a 2-place decimal; display-only.
Auth request ID	The transaction ID, or reference number, associated with the authorization transaction for the credit card payment. Alphanumeric, 40 positions; display-only.

Screen Option	Procedure
Toggle between displaying the Amount submitted, Amount available, and the Amount deposited in the local currency and the alternate currency	Select Alt Currency. The system toggles the Amount submitted, Amount available, and the Amount deposited between the local currency and alternate currency. Additionally, when viewing the amounts in the alternate currency, the Currency code field displays in the upper right corner of the screen indicating the currency of the alternate amounts.

Display Authorization Reversals Screen

Purpose: Use this screen to review authorization reversals applied against a card payment.

This screen is helpful in determining if the authorization reversal was approved or declined:

• Approved authorization reversals have a Response and Approval date and time.
• Declined authorization reversals have a Response, but a blank Approval date and time.

The system processes an authorization reversal against a card payment when a cancellation amount is applied against the card or the card is deactivated and an open, unused authorization amount exists. Authorization reversals allow you to reimburse the card the amount that was initially charged against the card so the customer can use the amount to pay for future purchases. Information will be provided by Oracle at a later date.

Note:

• This screen is available for stored value card and credit card payment methods only.

  • Stored value card payments have a Pay category of Credit Card and a Card type of Stored Value.

  • Credit card payments have a Pay category of Credit Card and a Card type of Credit.

If you try to advance to this screen for any other pay type, an error message indicates: Option not valid for this pay type.

How to display this screen: Select Auth Reversals for an authorization history record related to a stored value card or credit card at the Display Authorization History Screen.

Field	Description
Order #	The order number containing the card payment method. Numeric, 8 positions; display-only.
Pay type	A description of the card payment method. Alphanumeric, 30 positions; display-only.
Card Number	The number assigned to the card payment method. Masking: This number displays in the format specified at the Card Number Layout Screen for the associated pay type. For example, ************1443 may display instead of the entire number. See Card Number Format for an overview. Alphanumeric, 20 positions; display-only.
Exp date	The date when the card expires. Numeric, 4 positions (MMDD format); display-only.
Seq #	The authorization history sequence number associated with the card authorization reversal. Numeric, 3 positions; display-only.
Auth amount	The original authorization amount applied against the card. Numeric, 20 positions with a 2-place decimal; display-only.
Auth date	The date the card was originally authorized. Numeric, 6 positions (in user date format); display-only.
Create date	The date the authorization reversal was created against the card payment. This is the date when a cancellation was processed against the card payment or when the card was deactivated. Numeric, 6 positions (in user date format); display-only.
Create time	The time the authorization reversal was created against the card payment. Numeric, 6 positions (HH:MM:SS format); display-only.
Approval date	The date when the authorization reversal was approved by the service bureau. Numeric, 6 positions (in user date format); display-only.
Approval time	The time when the authorization reversal was approved by the service bureau. Numeric, 6 positions (HH:MM:SS format); display-only.
Reversal amount	The authorization amount to reimburse to the card. Numeric, 20 positions with a 2-place decimal; display-only.
Response	The response received from the service bureau, indicating if the authorization reversal was approved or declined. Note: The response received from the service bureau does not display in this field unless it is set up as a vendor response for the service bureau in Work with Authorization Services (WASV). Alphanumeric, 40 positions; display-only.

Screen Option	Procedure
Toggle between displaying the Authorization amount and Reversal amount in the local currency and the alternate currency	Select Toggle Alternate Currency. The system toggles the Authorization amount and Reversal amount between the local currency and alternate currency. Additionally, when viewing the amounts in the alternate currency, the Currency code field displays in the upper right corner of the screen indicating the currency of the alternate amounts.

Display Additional Charges Screen

Purpose: Use this screen to review the miscellaneous charges and credits that were added to the order through Order Entry or Order Maintenance.

How to display this screen: Select Charges at the Order Inquiry Header Screen or the Order Inquiry Detail Screen.

Field	Description
Order #	The number assigned by the system to identify this order. Numeric, 8 positions; display-only, assigned by the system.
Ship to number (Unlabeled field to the right of the Order number field)	A number to identify the shipping address on the order. Numeric, 3 positions; display-only, assigned by the system.
Sold to (Sold-to customer name)	The name of the sold-to customer. Alphanumeric, 40 positions; display-only.
Ship to (Ship-to customer name)	The name of the ship-to customer. Alphanumeric, 40 positions; display-only.
Code	A value that represents the additional charges code. Additional charges are defined in and validated against the Additional Charge Code table. See Establishing Additional Charge Codes (WADC). Alphanumeric, 2 positions; display-only.
Description	The description of the additional charge code. Alphanumeric, 30 positions; display-only.
Amount	The amount of the additional charge. A negative amount identifies an additional charge credit. Additional charges are billed through the billing function. You can limit the total amount of negative additional charges applied to an order by entering a value in the Negative Additional Charge Limit (E49) system control value. You cannot override this value unless you have authority to the Override Negative Additional Charge Limit (A60) secured feature. Numeric, 13 positions with a 2-place decimal; display-only.
Billed	Indicates whether or not the additional charge has been billed yet. If it has been billed, you cannot modify the charge. Values are: Selected = The additional charge has been billed. Unselected = The additional charge has not been billed.
Invoice	The number assigned to uniquely identify the invoice. Numeric, 7 positions; display-only.
Inv date (Invoice date)	The date the invoice was billed. Alphanumeric, 6 positions (in user date format); display-only.
Entered by	The user name of the person who entered the additional charge. In the case of a membership order, this is the user ID of the person who submitted the membership generation job through Generating Membership Orders (EGMO). See the entered_by_user field for information on how this field is populated through the order API (e-commerce order). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Alphanumeric, 12 positions; display-only.
Date	The date the additional charge was entered. Numeric, 6 positions (in user date format); display-only.
System generated	Determines whether the additional charge was generated by the system or was manually entered. Valid values are: Selected = This additional charge was generated by the system. Unselected = This additional charge was manually entered.
Maintained by	The user name of the person who made any changes to the additional charge. Alphanumeric, 12 positions; display-only.
Date	The date the additional charge was changed. Numeric, 6 positions (in user date format); display-only.

Display Refunds for Order Screen

Purpose: Use this screen to review refund activity for an order.

How to display this screen: Select Refunds at the Order Inquiry Header Screen or the Order Inquiry Detail Screen.

Field	Description
Pay type	A code that identifies the payment type associated with the refund. Pay types are defined in and validated against the Pay Type table, and must fall into one of the valid pay categories (cash/check or credit card). See Working with Pay Types (WPAY). Numeric, 2 positions; display-only.
Sts (Status)	A code that identifies the current status of the refund. Valid values include: C = Canceled H = Held N = Cancellation pending; the refund will be canceled when refunds are processed O = Open P = Processed T = Written off W = Write-off pending; the refund will be written off when write-offs are processed Alphanumeric, 1 position; display-only.
Dp (Deposit)	Indicates whether the refund has been deposited. A deferred or installment payment plan can prevent the system from depositing a refund in order to offset the deferred or installment amount. For example, if the order payment amount of 60.00 is deferred for 30 days and the customer receives a refund for 20.00, instead of refunding the customer 20.00, the system subtracts the refund amount from the order payment amount. The customer will then pay 40.00 at the end of the 30 days. Valid values are: Selected = The refund has been deposited (there is a Deposit created date for the Invoice Payment Method). Unselected = The refund has not been deposited.
Current category	A code that identifies the current pay category associated with the refund. Valid categories are: Cash/check Credit card Display-only.
Original category	A code that identifies the original pay category associated with the refund. Valid categories are: Cash/check Credit card Display-only.
Amount	The amount you are refunding to the customer. This is the amount that has actually been deposited. This amount can be different from the amount of the original refund if the credit was netted against a debit deposit. Numeric, 20 positions with a 2-place decimal; display-only.
Date created	The date the refund was generated. Numeric, 6 positions (in user date format); display-only.
Date processed	The date, if any, when the refund was processed, written off, or canceled. If the pay type on the order is a credit card, this date represents the deposit date, and might be either the actual deposit date or the future release date if the deposit has not yet been processed. Numeric, 6 positions (in user date format); display-only.
Man hld (Manual hold)	Indicates whether the amount of the refund exceeds the maximum refund amount specified in the Pay Type or if you placed the refund on hold manually through the Work with Refunds Screen. To issue the refund, you must first release it from hold using the Work with Refunds function. Valid values are: Selected = The refund is on manual hold. Unselected = The refund is not on manual hold.
Hold until (Hold until date)	The date when the refund is eligible for processing. Numeric, 6 positions (in user date format); display-only.

Display Order Summary Screen

Purpose: Use this option to review all items ordered, including items ordered for the current order plus any recipient orders. This screen lists each item ordered for each shipping address so you can verify or confirm the items ordered. You can also use this screen to view the order totals in the customer's currency.

Alternate currency order totals: The screen displays the order totals on this screen in the local currency. You can review the order totals in an alternate currency if the order is associated with an alternate currency.

How to display this screen: Select Order Totals at the Order Inquiry Header Screen or the Order Inquiry Detail Screen.

Field	Description
Order #	The number of the order you are currently working with. Numeric, 9 positions; display-only, assigned by the system.
# Rcp (Number of recipients)	The number of recipients on this order. This is the number of shipping addresses on the order. Numeric, 3 positions; display-only, assigned by the system.
Prepaid	The total amount prepaid on this order using checks. Numeric, 20 positions with a 2-place decimal; display-only, calculated by the system.
Balance	The balance due on the order, calculated by subtracting the order total (current order plus all recipient orders) from the prepaid amount. If the balance is 0, this means that the customer prepaid the entire order. If the balance is negative, there is a balance due that will be charged to the customer. Numeric, 20 positions with a 2-place decimal; display-only, calculated by the system.
Current recip (Current recipient)	The ship-to number indicating the recipient you are currently working with. Numeric, 3 positions; display-only.
Merch (Merchandise)	The total value of merchandise on this order, which is calculated by multiplying the quantity ordered by the item's price. This amount does not include charges for freight (shipping), sales tax (except for hidden tax), or handling. Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
Frt (Freight)	The total charge for shipping the current order plus any recipient orders. Shipping charges are based on the freight method defined for the source code used on the order. This amount does not include any additional shipping charges. This field is blank if no freight is charged on the order (Calc freight = N). Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
Frt+ (Additional freight)	The total additional freight charges on the current order plus any recipient orders. Additional freight charges can be defined for a shipper in the Ship Via table. For example, a shipper can charge a premium for overnight or Federal Express deliveries. See Working with Ship Via Codes (WVIA). Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
Chg (Additional charges)	The total extra charges added to the current order and any recipient orders. This can be an additional service charge defined for the source code or offer used on the order, an additional shipping charge for an item on the order, a guaranteed service charge defined for the offer, or any type of miscellaneous charge or credit added to the order. Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
Tax	The total sales tax on the current order and any recipient orders, based on the merchandise value of the order and, optionally, freight and special handling. This total does not include hidden tax. Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
Hnd	The total charge, on the current order and any recipient orders, for special handling or gift wrapping. Numeric, 13 positions with a 2-place decimal; display-only, updated by the system.
Total	The grand total of all charges on the current order and any recipient orders. This includes merchandise, freight, additional freight, additional charges, tax, and handling. Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
Shp (Ship To number)	The number of the shipping address on the order. Numeric, 3 positions; display-only, assigned by the system.
Name	The initial and last name or company name of the customer the order is shipping to. The customer or company name only displays next to the first detail line for each customer. Alphanumeric, 10 positions; display-only.
Ln#	The line number of this item on the order. Numeric, 3 positions; display-only.
Qty (Quantity)	The number of units ordered of the item. Numeric, 5 positions; display-only.
Item	A code for a unit of inventory that you sell. Enter a valid item to display items that match your entry. Alphanumeric, 12 positions; display-only.
SKU	The style of the item, such as its color or size. Alphanumeric, three 4-position fields.
Via	A code for the carrier or service that will deliver the order. Ship via codes are defined in and validated against the Ship Via table. See Working with Ship Via Codes (WVIA). Numeric, 2 positions; display-only.
Price	The selling price of a single unit of this item. The system calculates the price by taking into account any price breaks, source or order discounts, and using the pricing hierarchy in the System Control table. Numeric, 13 positions with a 2 place decimal; display-only, calculated by the system.
Whs (Warehouse)	A code for the warehouse this item will ship from. Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only.
SA (Ship alone code)	Identifies whether the item can ship with other items. Valid values are: S = Ship alone; item cannot be shipped with other items. A pick slip prints for each unit ordered. M = Multi-ship; item can ship with other items. L = Picks print in location code sequence. U = User-defined. This information is taken from the Ship alone field in the Item table. Alphanumeric, 1 position; display-only.
Item description (Unlabeled field below the Shp field)	The description of the item being ordered. Alphanumeric, 120 positions; display-only.
SKU description (Unlabeled field below the SKU field)	The description of the SKU for the item. Alphanumeric, 25 positions; display-only.
Extended price (Unlabeled field below the Whs field)	The total charge for this item, which is calculated by multiplying the price of the item by the quantity ordered. Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.

Screen Option	Procedure
Accept the order information for the recipient you are currently working with and switch to another recipient	Select recipient and accept current for a recipient. You can select this option only during order entry. A message displays if you select Select recipient and accept current for a recipient during order maintenance/inquiry: Subfile option (1) is not valid for current processing mode (Display).
Copy an item to the recipient you are currently work with	Select Copy item to current recipient for a recipient. You can select this option only during order entry. A message displays if you Select Copy item to current recipient for a recipient during order maintenance/inquiry: Subfile option (3) is not valid for current processing mode (Display).
Display the order totals at the top of the screen in the customer's currency or in the system currency (from the Local Currency Code (A55) system control value).	Select Foreign Currency. See Displaying Order Totals in Foreign Currency.
Review the items selected to copy	Select Items Selected. You can select this option only during order entry.
Accept the order information for the recipient you are currently working with and advance to the Select Order Recipient screen	Select Accept/Switch Recipient. You can select this option only during order entry.

Displaying Order Totals in Foreign Currency

Purpose: Use this function to convert, then display the order totals in the customer's currency.

Using this feature: Select Foreign Currency at the Display Order Summary Screen to convert the order totals to the customer's currency.

About currency conversion: When you select Foreign Currency, the system gets the country code for the sold-to customer (the customer who placed the order), then checks the Currency table (fast path = WCUR).

If a currency code has been defined for this country, the system multiplies each order total bucket by the conversion rate, and displays the order totals in the customer's own currency. This way, the order total is more meaningful to the customer.

Important:

The figures on this screen will not be correct if the Multi Currency by Offer (E03) system control value is selected; in this case, the figures displayed at the other standard order inquiry screen, and in order entry and order maintenance, are already in the customer's currency.

Example: The customer calls from Italy to inquire on the charges and items on an order. You select Order Summary to review the order totals.

Next, you select Foreign Currency to display the totals expressed in the customer's own currency. The system performs the currency conversion immediately, using the current conversion rate from the Currency table, and updates the order totals appropriately.

If no Currency is Defined for the Country

The system issues a message if there is no currency defined for the customer's country in the Currency table, and you will not be able to view the order totals in the customer's currency when you select System Currency Display:

No currency match found for country XXX.

• The value in the Total field is the sum of all other order totals fields (Merch, Frt, Frt+, Chg, Tax, and Hnd); no conversion is performed on this field.
• Currency values extending beyond 2 decimal places are rounded up or down to the nearest integer value, such as a dollar value.
• The country code and the currency code must be the same for order totals conversion.
• The order totals are converted using the current currency rate. This means that the order totals you see on this screen may be different from the order totals at shipping time.
• Selecting System Currency Display toggles between displaying the order totals in the customer's (foreign) currency or in the system currency.

Reviewing Order-Level Properties

Purpose: In addition to reviewing detailed information, you can use Order Inquiry to review information that pertains to the overall order, including:

• Conditions that affect the order, such as ship complete, gift order, etc.
• History of order transactions
• Messages added to the order during Order Entry, Order Maintenance, or Order Inquiry

For more information: See Display Order History Screen for a discussion of the Order History option that is also available from the Order Inquiry screens, and see Work with Order Messages Screen for a discussion or working with or reviewing order messages.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including some of the order-level properties fields.

Display Order Properties Screen

Purpose: Use this screen to obtain additional information about the order. This screen displays extra fields that do not appear on the header screen. Also, this screen identifies the representative or operator who took the order and the time when the order was accepted on the system.

How to display this screen: Select Properties at the Order Inquiry Header Screen or Order Inquiry Detail Screen.

Field	Description
Batch #	The system-assigned number for a group of orders. Orders you receive through the order API are assigned to the Default Batch for E-Commerce Orders in Error (G41) if they are in error; similarly, retail pickup or delivery orders that are in error are assigned to the Order Broker Error Batch Number (K90). The system removes the batch number when you accept the batch if the order is error-free. Numeric, 5 positions; display-only.
Entered by	The user ID of the person or process who entered the order; otherwise, your default user. Alphanumeric, 10 positions; display-only.
Time	The time of day the order was originally entered. Numeric, 6 positions (HH:MM:SS format); display-only.
Order #	A unique number assigned by the system to identify an order. The order ship-to number is separated from the order number by a hyphen. Order number: numeric, 8 positions; display-only. Ship-to number: numeric, 3 positions; display-only.
Alt ord	The order number, if any, that was passed through the Generic Order Interface (Order API) and used to identify the order in an external system. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). In the case of a retail pickup or delivery order assigned through the Order Orchestration Integration, this is the order number in the system originating the order. If the originating system is Order Administration, the system prefaces the originating order number with the text ORIG#:. For example: ORIG#: 9999-001, where ORIG#: indicates the order originated in Order Administration, 9999 is the original order number in Order Administration, and 001 is the ship to number. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for more information. Created in order entry: If the Alternate Order Number Prefix for Order Creation (M76) system control value specifies a prefix and the order was created in Classic View or Modern View order entry or through Generate Customer Membership Orders (EGMO), this is the specified prefix followed by the order number. The order number is zero-filled, for example, ABC00000123, where ABC is the prefix code and 123 is the order number. Alphanumeric, 35 positions; display-only.
Sold to name	The name of the customer who placed the order, including the company name, if any. Alphanumeric, 41 positions; display-only.
Mbr ID (Membership ID)	The code identifying the membership program that generated the order. Customers can purchase memberships in order to generate orders for selected items on a periodic basis. Blank if the order was not generated through a membership program. The sequence number to the right of the membership ID uniquely identifies the orders generated for the same customer and membership program at the same time. For example, a customer creates a customer membership to receive coffee at his home address, and another to send coffee to a different recipient, both through the same membership program. When you generate the membership orders, the generation program assigns a sequence number of 001 to the first order and a sequence number of 002 to the second order. The sequence number is 00 if the order was not generated through a membership program. See Membership Overview for background on membership programs, customer memberships, and membership order generation. Mbr ID: alphanumeric, 12 positions; display-only. Sequence number: numeric, 3 positions; display-only.
Ship to name	The name of the customer to receive the order, including the company name, if any. In the case of a retail pickup or ship-for-pickup order, this is the name of the store location where the customer picks up the order; see the Order Orchestration Integration for an overview. Alphanumeric, 41 positions; display-only.
Source code	The source code from the order header. Source codes are unique codes used to identify segments of your customer base or a rented list. Each source code is assigned to one offer and one division. Source codes control the freight and pricing method used on an order. Alphanumeric, 7 positions; display-only.
Weight	The total shipping weight of the items on the order, excluding soldout, cancelled, and returned items. Numeric, 20 positions with a 3-place decimal; display-only.
Gift	If this field is selected, this is a gift order, which means: item prices do not print on the pick slip. the system generates a gift acknowledgment to notify the sold-to customer who placed the order that the order has shipped.
Ship via	A code for the shipper. A different ship via may also exist at the item level. Ship via codes are defined in and validated against the Ship Via table See Working with Ship Via Codes (WVIA). Numeric, 2 positions; display-only.
Ship via description (Unlabeled field to the right of the ship via field)	The description of the shipper. Alphanumeric, 30 positions; display-only.
Arrival date	The date the customer requests to receive the order. The arrival date defaults to the order date, but you can override this default. Numeric, 6 positions (in user date format); display-only.
Order date	The processing date for the order. Defaults to the current date, but you can override it to date-stamp orders you received on an earlier date but did not enter. However, if you change the order date to a date which falls within a closed accounting period, the following error message indicates: Order date falls within the closed accounting period. The order date determines which orders the system reserves first, if using Batch Reservation or running the Evaluate Backorders program. Numeric, 6 positions (in user date format); display-only.
Enter date	The date when the order was created. Numeric, 6 positions (in user date format); display-only.
Ship complete	Determines whether all the items on an order must ship together. Valid values are: Selected = Ship all items on the order in one shipment; delay performing pick slip preparation and printing pick slips until all items are available in the requested quantities. Unselected = (default): Ship the items on the order as soon as they are reserved.
Quote Origin	If this field is selected, the order originated from a pre-order quote. See Entering Pre-Order Quotes for an overview and the required setup.
B/O priority (Backorder priority)	A code that determines the priority for order fulfillment on a backordered item. A value defaults to this field if you entered a priority in the B/O priority (Backorder priority) field for the source code; in this case, the header-level value defaults to the Priority field on the order detail line. Priority codes range from 0-9, where: 0 = Low priority. 9 = High priority. Numeric, 1 position; display-only.
Cancel BO (Cancel backorder)	Identifies whether to automatically cancel items that are unavailable (backordered) with the first shipment on the order. Valid values are: Selected = Cancel backordered items with first shipment. Unselected = (default): Do not cancel backordered items. If this field is selected, any unshipped line on an order is canceled during billing using the Auto Soldout Cancel Reason (C20), provided this system control value specifies a valid cancel reason code.
Freight override	Indicates the amount of a freight override, if you entered an override amount for the order. Note: If a freight override exists, the system does not apply any additional freight, item charges, weight charges, or service charges to the order. Numeric, 13 positions with a 2-place decimal; display-only.
Calculate freight	Indicates whether the system will calculate and add freight charges to the order. Selected = Freight will be calculated. Unselected = Freight will not be calculated; the freight method for the source is ignored. To change this setting for the order, use the Calculate freight field at the Work with Order Screen.
Freight tax override	The tax override amount on freight for the order ship to. If defined, the system does not calculate tax on freight. Used only if a freight override amount is defined. Note: You can define a tax override amount on freight only on orders received through the Generic Order Interface (Order API). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Selected for orders received from Order Orchestration. See Tax on Freight (B14) for a discussion. Numeric, 13 positions with a 2-place decimal; display-only.
Freight tax rate unlabeled field next to Freight tax override	The tax rate for the freight tax override. The system uses the following calculation to determine the freight tax rate: (freight override amount / freight tax override) x 100 = freight tax rate Example: If the freight override amount is 6.00 and the freight tax override amount is 3.00, the freight tax rate is 50.00. The system uses the freight tax rate during return and cancellation processing when calculating the amount of tax on freight that should be returned or deducted during cancellation. See Tax on Freight (B14) for a discussion of how the freight tax rate is determined for orders received from Order Orchestration. Numeric, 13 positions with a 2-place decimal; display-only.
Carrier #	The number of the customer's account with the carrier. When a number is present in this field, the customer doesn't pay for shipment of orders via the carrier. Instead, the carrier receives the bill for shipment. Alphanumeric, 10 positions; display-only.
Purchase order	The purchase order number under which the order was placed. From the ref_transaction_no if the order is a retail pickup or delivery order received from Order Orchestration. See Building the Retail Pickup (including Ship-for-Pickup) or Delivery Order for more information. Alphanumeric, 15 positions; display-only.
Tax code	The code and description of the tax status on the order. Valid values are: T = Standard tax. The customer is subject to all applicable state sales tax on merchandise. N = Non taxable. The customer is not taxed on purchases. R = Resale: The customer purchases goods for resale, and is, therefore, exempt from tax. A valid resale number must exist in the customer record or be entered during Order Entry. E = Exempt. The customer is a school, or charity, and, therefore, is exempt from tax. A valid tax exempt number must exist in the customer record or be entered during Order Entry. G = GST only. The customer is subject to the Canadian Goods and Services Tax (GST) because the order is shipping to a Canadian province. P = PST only. The customer is subject to the Canadian Provincial Services Tax (PST), but exempt from the GST. See Working with Customer Tax Status for more information.
Tax identification	The customer’s tax identification number, typically the resale or exempt certificate number assigned to a customer who is identified as tax exempt (E) or as a reseller (R); otherwise, the tax identification number does not control taxability. Any combination of letters, numbers, or special characters is accepted. Alphanumeric, 30 positions.
Master label (Master carton label)	Indicates whether the system prints a master pick slip for this order. The master pick slip displays the sold to customer's name and address and the order totals across all ship to customers on the order. Valid values are: Selected = The system prints a master pick slip for this order. Unselected = The system does not print a master pick slip for this order. See Performing Pick Slip Generation, for more information on printing a master pick slip for an order.
Cancel date	The date the customer wants the order canceled if it has not been shipped. The order is not canceled automatically, but is listed on the Order Cancellation List. You can cancel the order manually or contact the customer to extend the deadline. Numeric, 6 positions (in user date format); display-only.
IP address	The ip_addr, if any, in the Inbound Order XML Message (CWORDERIN) for an order received through the generic order API. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). IP address validation: If the IP address received was invalid, the system writes an Order Transaction History message such as INVALID IP ADDRESS: 1.2.3 where 1.2.3 represents the invalid IP address received, and does not update this field. The IP address is made up of a series of four numbers separated by three periods (for example, 192.168.255.255). Each number between the periods must be from 1 to 255. The IP address must: not include any non-numeric characters besides the periods not include any blank spaces start with and end with a numeral include all three periods include all four numbers, each from 1 to 255 Fraud checking: If the IP address received matches an entry in the Miscellaneous Fraud table, the system puts the order on IP (IP address) hold and writes a message reading SYS HLD---IP ADDRESS HOLD to the Order Transaction History table. See Working with Miscellaneous Frauds (WMFF) for more information on IP addresses and fraud checking. Alphanumeric, 15 positions; display-only.
Warehouse	A code that identifies the warehouse from which merchandise on the order ships. A value appears in this field only if it was entered during order entry or order maintenance or was passed through the Order Orchestration Integration for a retail pickup or delivery order. The warehouse description is to the right. Warehouse code: numeric, 3 positions; display-only. Warehouse description: alphanumeric, 30 positions; display-only.
Broker delivery type	Indicates whether the order is being fulfilled through the Order Orchestration Integration. Possible settings are: Retail Pickup = The order originated in an external system and Order Administration ships the order to the originating retail store location, where the customer picks it up Delivery = The order originated in an external system, and Order Administration ships the order directly to the customer Ship for Pickup = The order originated in Order Administration, and Order Administration ships the order ships the order to a designated retail store location, where the customer picks it up Store Pickup = The order originated in Order Administration, and the customer picks up the order in a designated retail store location where the inventory is currently available Note: If the order includes any brokered backorder lines (in which Order Administration assigns backordered items to Order Orchestration for fulfillment), this is not indicated here. See the Order Orchestration Integration for an overview.
Sales Rep Store	The store number assigned to the order. Store numbers are defined in and validated against the Store Cross Reference table; see Work with Store Cross Reference (WSCR). Note: The store number defined here does not have to be associated with the salesrep from the Order Header. Included in CWEmailOut: If the order is not fulfilled through the Order Orchestration integration, the OriginatingStore element in the Outbound Email XML Message (CWEmailOut) specifies the sales rep store and the description and address information from its Store Cross Reference record. See the OriginatingStore element for more information. Alphanumeric, 10 positions; display-only. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Display Order Line History Screen

Purpose: Use this option to review any type of activity that has occurred since this item was entered.

The system logs all item history automatically for inquiry purposes, including order line activity received through the Order Line History In API, and displays this information on the Display Order Line History screen.

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including a pop-up window whose contents include order line history.

How to display this screen: Select History for an item at the Order Inquiry Detail Screen or at the Work with Order Lines screen in order entry.

Field	Description
Order #	A unique number to identify an order. Numeric, 9 positions; display-only, assigned by the system.
Ship to number (unlabeled field)	A hyphen (-) separates this field from the Order# field. Indicates the number of shipping addresses for the order. The system assigns a ship-to suffix of 1 to a single recipient order. Numeric, 3 positions; display-only, assigned by the system.
Line #	The detail line number of this item on the order. Numeric, 3 positions; display-only.
Item	A code for a unit of inventory. Item codes are defined in and validated against the Item table. See Performing Initial Item Entry (MITM). Alphanumeric, 12 positions; display-only.
SKU (Stock keeping unit; unlabeled fields to the right of the item number)	The item's special characteristics, such as its size or color. SKUs are defined in and validated against the SKU table. Alphanumeric, three 4-position fields; display-only.
Activity	Indicates the type of update performed for the order line. Order line activity codes are defined in the Order Line Activity table; see Working with Order Line Activity Codes (WOLA). System Delivered Order Line Activity Codes are: Add (A): Includes adding an order line through an maintenance or exchange, or through a system process, such as Process Item Substitutions (PSUB). The quantity added is listed. Cancel (C): A quantity of the item on the order line is cancelled during order maintenance or through a system process, such as Process Item Substitutions (PSUB). This includes canceling using a cancel reason code not flagged to reduce demand. The quantity canceled is displayed as a negative number. Change (G): Changes to the order line, including: increasing the quantity. An increase in quantity is displayed as a positive number. decreasing the quantity when the cancel reason code used had the Reduce demand flag selected, regardless of whether you used the Cancel or Change option. A canceled quantity is displayed as a negative number, and the cancel reason code is listed. Canceling a partial quantity with a cancel reason code that had the Reduce demand flag unselected creates an Item Partially Cancelled entry, described below. changing the price or other information for the order line. When the change does not affect the quantity, no quantity is displayed. Discount (D): A discount was applied to the order line after shipment. The quantity of the item discounted is displayed. Exchange (E): The exchanged quantity is displayed as a positive number. The exchange reason code description is also displayed. Express Bill (B): The quantity express billed and the ID of the user who started the async jobs are indicated. Item Hold (J): The order line was put on hold. The open quantity on the line when it is held is displayed.
	Item Partially Cancelled (#): A partial quantity was canceled, either through the Cancel option or through the Change option, if the cancel reason code’s Reduce demand flag was unselected. A partial cancel can also occur when a partial quantity of the line was shipped, and then the remaining quantity or the entire order was canceled. The quantity canceled is displayed as a negative number, and the cancel reason code is also listed. Note: If the cancel reason code had the Reduce demand flag selected, the activity is listed as a Change rather than as Item Partially Cancelled. Item Partially Shipped (P): A partial quantity of the item was shipped. The quantity shipped and the ID of the user who started the async jobs are indicated. Item Released from Hold (+): The line was released from held status. The quantity on the order line when it was released is indicated. Item Unreserved (9): The item was unreserved through Work with Void/Reprint Picks, Interactive Reservation, or the PickIn message. This message is also written when you create a store pickup order through the order API or through Modern View order entry. When the line is unreserved through the PickIn message, the default user ID is displayed. This record is not created through the Void Pick Batch option. The unreserved quantity is displayed as a negative number. Order Line Message Added (8): An order line message was added. The order line quantity when the order line message was added is displayed. A single order line history entry is created each time you accept your entries, regardless of whether you create a single order line message or multiple message lines. Return (R): Displays the quantity returned as a negative number. Shipment (S): Displays the quantity shipped. Also, the user ID displayed is for the user who started the async jobs. Sold Out (O): When an item sells out automatically in order entry or creation, the quantity displayed is a positive number. If the item was sold out through Sell Out, the quantity is negative and the name of the user who sold out the item is listed. When an item sells out through Process Auto Soldouts, the quantity displayed is negative; also, in this case, the user ID displayed is for the user who submitted Process Auto Soldouts. Display-only, updated by the system.
Date	The date when this activity occurred. Numeric, 6 positions (in user date format); display-only, updated by the system.
Quantity	The quantity of the item affected by this activity. For example, 3- indicates that three units of the item were canceled. Activities that do not affect the order quantity, such as changing the pricing of the order line, do not display a quantity here. This quantity is displayed differently depending on how the item was sold out; see Processing Auto Soldout Cancellations (MASO). Also, see each individual Activity, above, for more information. Numeric, 5 positions; display-only, updated by the system.
Exc reason (Exchange reason code)	Represents a reason for the customer to exchange one item for another. Exchange reasons are defined in and validated against the Exchange Reasons table; see Establishing Exchange Reason Codes (WEXR). Numeric, 3 positions; display-only.
Can reason (Cancel reason code)	The reason for canceling the units or reducing the quantity. A cancel reason code is not stored for soldout cancellations, whether you sell out the item by selecting Sold-out in order entry or order maintenance, or through Processing Auto Soldout Cancellations (MASO); however, the Auto Soldout Cancel Reason (C20) is displayed here if a backordered line was canceled at billing because the Canc B/O (Automatically cancel backorders) flag for the order was selected. Cancel reason codes are defined in and validated against the Cancel Reason table; see Establishing Cancel Reason Codes (WCNR). Numeric, 2 positions; display-only.
Rtn reason (Return reason code)	Represents a reason for the customer to return an item. Return reasons are defined in and validated against the Return Reason table; see Establishing Return Reason Codes (WRTR). Numeric, 3 positions; display-only.
Add reason (Add reason code)	Represents a reason for adding an item to the order. The system requires an add reason code if: the Require Reason for Lines Added in Order Maintenance (D75) system control value is selected, or the Required reason code field for the item offer or SKU offer is selected. Add reason codes are defined in and validated against the Add Reason table; see Establishing Add Reason Codes (WADR). Alphanumeric, 5 positions; display-only.
User	The user ID of the person who performed this activity. Your default user ID defaults for some activities. In most cases, the ID of the user who maintained the order is displayed; however, activities that show the ID of the user who started the async jobs are indicated in the description of the Activity, above. The user ID does not display if you sell out an item through Processing Auto Soldout Cancellations (MASO) rather than order entry or order maintenance. Alphanumeric, 10 positions; display-only, updated by the system.

Display Order History Screen

Purpose: Use this option to review any type of activity that occurred since the order was entered, including order activity received through the Generic Order Transaction History API. The system logs all order history automatically for inquiry purposes, including when the order was:

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

• Authorized, reauthorized, or declined
• Canceled
• Held
• Maintained
• Released
• Logged as a sale (when the invoice was generated)
• Shipped
• Sold out

The system records these activities against the order on the Display Order History screen. The system can record up to 999 transactions for each order. This information remains on the system for inquiry purposes until the order is purged.

Subscriptions: The system also records order history for each subscription generation. This occurs when you are Generating the Subscription Extract Table (WGSE) for items identified as subscriptions (if the Subscription field for the Item is selected). For example, six entries would be logged to the Order History for a 6-month subscription, reflecting each time another issue of the subscription item is included in the Subscription Extract file.

Information captured: The system captures the following information on the Display Order History screen:

• Date and time of activity
• Type of activity
• Transaction note
• Amount
• User ID

Tracking packages: Use the Package Info option to advance to the Display Package Information Screen, where you can review shipment tracking numbers and, depending on the ship via, advance to the shipper’s web site to review tracking history. The Package Info option is available if you have received any tracking numbers related to shipments on the order.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including a pop-up window displaying order history.

Special characters? If there are any special characters in the Order Transaction History message, the system replaces the first special character, excluding any underscores, with a space when you advance to this screen.

How to display this screen: Select Order History at the:

• Work with Order Lines Screen in order maintenance
• Order Inquiry Header Screen or Order Inquiry Detail Screen

Field	Description
Order #	A unique number to identify an order. Numeric, 9 positions; display-only, assigned by the system.
Sold to (Sold to customer name)	The name of the customer who placed the order. Last name The customer's last name. Alphanumeric, 25 positions; display-only. First name The customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only.
Ship to (Ship to customer name)	The name of the customer to receive the order. These fields are blank if the Sold To Customer receives the order. Last name The customer's last name. Alphanumeric, 25 positions; display-only. First name The customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only.
Date	The date when the order activity occurred. Numeric, 6 positions (in user date format); display-only, updated by the system.
Type	A code for a type of update against the order. The OTH_TRANSACTION_TYPE code in the ORDER_TRANSACTION_HISTORY table is indicated in parentheses. Valid values are described below. Related Transaction Notes are also described if they add additional information. If an Amount is specified for the entry, it is mentioned below as well; otherwise, the Amount is blank. Assignment Updated (T) = Workflow task assignment creation or update. Examples of Transaction Notes include Task Created/Resolved, or the rule applied. Auth (A) = Manual authorization applied for credit card or other activity, such as an authorization reversal. The Transaction Notes provide further details, for example: MANUAL AUTH# DETECTED - ABC1234. The letter A is displayed as the transaction Type. The amount authorized is listed in the Amount field. BO Cards (K) = Backorder card evaluation and update to the Order Detail record. The Transaction Note provides further details, for example: 1st B/O-line 2, ship date 18/11/19. See Purchase Order Layering and Backorder Notifications for an overview. Call Tag = Call tag printed. This option is not currently implemented. Cancel (C) = A customer membership was canceled. The Transaction Note indicates the membership that was canceled, for example: Membership MEMB01 cancelled. D/S PO (D) = Drop ship purchase order generated. The Transaction Note indicates the purchase order number generated, for example: DROP SHIP PO# 0000102 CREATED. Hold (H) = Hold applied through order maintenance or as a result of credit checking. The Transaction Note indicates the hold reason, for example: SYS HLD---SYSTEM HOLD MISC FRAUD.
	Letter (L) = Notification (card, email, or Outbound Email XML Message (CWEmailOut)) generated for the customer or vendor related to the order. The Transaction Note provides information on the notification type and customer address, for example: Ord Conf to [e-mail]. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Narvar notices: When you use the Narvar Integration, the Letter notification type for a shipment email can be: Order sent to Narvar: The Narvar Order Request Message was generated, even if the email address specified was the Narvar Non-Deliverable Email Address for Shipment Confirmations (M59). See that system control value for more information. Failure sending order to Narvar: The Narvar Order Request Message could not be generated. For example, this message could mean that the Narvar Integration Setup was not correct. Order not eligible to be sent to Narvar: This message can indicate: f This is a store pickup order. This is a fulfilling order for an order assigned back from Order Orchestration if the Use OROB for Fulfillment Assignment (M31) system control value is selected. This is a retail pickup order that is a fulfilling order for a ship-for-pickup order, and the merchandise was shipped to the store location for customer pickup. The user ID and password specified for Narvar Service are not valid. See Work with Outbound Web Service Authentication Screen for more information. For more information: See Narvar Troubleshooting. Registry order: A Letter (L) history record is also created when you create an order line for a registry item. Maint (M) = Maintenance through Order Maintenance. The system also uses this code when it applies a prorated discount, when activity takes place related to the Order Orchestration Integration, when an order is released from hold through a screen, when an order is accepted in batch order entry, when an item is re-reserved, or when the arrival date on a line is updated through the Order Maintenance API. The Amount indicates the order total at the time of maintenance. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Note: Starting with release 18.0, the system no longer creates Maintenance records for activity updates from Order Orchestration. See above for the individual records created when an order is accepted, shipped, picked, or picked up. Note: A separate Order Canceled record is created when an order is canceled in maintenance only if no items have shipped for the order. Order Accepted (3) = Store Accepted Order. Order Orchestration indicated that the fulfilling store location accepted the order or line. The line number is indicated in the Transaction Note. Order Cancelled (X) = Order Cancelled. The non-quote order was canceled before any items were shipped. A few things to note: This entry does not indicate whether the cancel reason used was flagged to update demand. The Amount indicates the total amount of the order including freight, regardless of whether the Recalculate freight option was selected at order cancellation. This entry is created separately for each ship-to on the order. A Maintenance record is also written in addition to the Order Canceled record.
	Order Message (7) = Order Message Added. An order message was written for the order. Order Picked (4) = Store Picked Order. Order Orchestration indicated that the assigned fulfilling location picked the order. Order Picked Up (6) - Customer Picked Up Order. Order Orchestration indicated that the customer has picked up the order from the store location. The line number is indicated in the Transaction Note, for example: Ln#: 2 Customer Picked Up Order. Order Shipped (5) = Store Shipped Order. Order Orchestration indicated that the fulfilling location shipped the order. The line number is indicated in the Transaction Note. Pick Gen Error (!) = Problem Generating Pick. A stock allocation error occurred. The line number is indicated in the Transaction Note, for example: Problem Generating Pick - Order line 2. Pick Generated (P) = Pick Gen. A pick slip was generated. This message is written when you use cart/bin picking. The Transaction Note indicates the pick control number, warehouse, and cart/bin, for example: Pk 212 Whs 1 Ct/Bn 111/108/2. Note: Starting with release 18.0, the system no longer creates a Pick Gen (P) record when a stock allocation error occurs. Price Override (W) = Price override. The price of an item was overridden. The system does not write a price override history message here when it applies the Default Price Override Reason (B35). The Transaction Note indicates the order line updated; for example, User price override - Order line 1. The Amount indicates the unit price of the item after applying the override. Quote Maintenance (@) = Quote was maintained. The Amount indicates the order total when the quote was maintained. Note: If the quote was canceled during maintenance, a maintenance (M) record is also created, indicating the cancel reason. R/A Maintenance (*) = A return authorization was created, received, or credited through Working with Return Authorizations. The Transaction Note indicates Order was maintained through R/A. The Amount is the refund amount. Refund (F) = Refund processed or changed. The Transaction Note indicates the type of update; for example, Refund has been released or CC Crd for inv#101 processed. Release (R) = The order was released from hold. The Transaction Note indicates the hold reason code and part of the user ID or process that released the order, for example: Order 131 released from ER HOLD EK. When a user hold is released through the Order Maintenance API, the message indicates RELEASED FROM USER HOLD (API). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
	ROL Error (2) = The system did not print a pick slip for the specified order line because the Qty remaining or Qty printed in the Reserved Order Line table does not tie correctly to the Qty reserved or Qty printed in the Order Detail table. The system also prints the order line on the Unmatched Reserved/Remaining Qty Report. The Transaction Note indicates the line number; for example, Pick not printed Ln # 001 qty mismatch. The Amount is the extended price of the order line. Note: Contact Center does not display the ROL Error under Order Activity. Rtn Auth (N) = R/A Credit pending processing. A return or exchange was created for the order or an order line. The Amount indicates the total amount of the credit. Shipment (S) = A shipment or credit bills. Multiple entries are written when a pick slip is confirmed and processes in billing. Sample Transaction Notes might be: Pick slip confirmation: Pick# 212 Mtr 0.00 Wgt 0.00, Via 1 T#, Via 1 T#ABCD1234, and Pick# 0000212 Billed on Invoice# 000012. The shipment total is the Amount indicated for the entry related to the invoice creation; for example, Pick# 0000212 Billed on Invoice# 000012. Express-billed shipment or return: EXPRESS BILLED ON INVOICE # 0000127. Sold Out (O) = Item sold out automatically based on the value in the S/O field for the item, and a soldout notification generated. The Transaction Note indicates the line number, for example: S/O card generated-line 3. Subscription (B) = An issue for the subscription was generated. The Transaction Note indicates the issue number and subscription code, for example: Issue# 002 sent for SUBSCRIPTION. System Update (Y) = Can be written with the following Transaction Notes: Suppress refund updated to on p/t 4 (no Amount indicated) Award amt not redeemed-card number not found (Amount indicated) Pick BO cancel failed - Invalid Reason (no Amount indicated; written when a backorder cancellation reason passed in the CWPickIn XML Message was not numeric) Pick BO cancel reason was truncated (no Amount indicated; written when the backorder cancellation reason passed in the CWPickIn XML messages was a number longer than 2 positions) Loyalty Award Redemption Failed! (loyalty award Amount indicated; written when communication fails after applying a loyalty award to an order, but before final order acceptance) Total Prorated Order Level Discount (indicates the loyalty Award amount; written when a loyalty award is applied to the order)
	Unreserved (U) = Interactive reservation. Indicates that an item was reserved or unreserved manually, such as through Working with Interactive Reservation (MIRV) or Reprinting and Voiding Pick Slips (WVRP or WSVP). The Transaction Note indicates the line number that was unreserved, for example: Order Line 1 unrsv'd w/BO qty of 1. Upsell Promo (E) = Promotion discount applied. The Transaction Notes indicate both the type of discount, and the promotion name and description, for example: Total Prorated Order Level Discount and 10%OFF - 10% OFF ORDER, where 10%OFF is the promotion name and 10% OFF ORDER is the promotion description. The Amount indicates the discount amount applied. User Defined (Z) = The order activity was received through the Generic Order Transaction History API. The Transaction Note and Amount are from the inbound message. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Void/Reprint (V) = Pick ticket voided through Working with Interactive Reservation (MIRV) or Reprinting and Voiding Pick Slips (WVRP or WSVP). The Transaction Note indicates the original and new pick control number; for example, Pick 166 reprinted as pick 184. Display-only, updated by the system.
Transaction note	The description of the activity related to the transaction, such as: Authorization Flag for cancellation due to declined authorization Backorder notification evaluation and Order Detail update Backorder notice generated (for example. BO 1st Ntf for a first backorder notification) Cancel Cancel request for a drop ship item Cancel confirm or reject for a drop ship item Drop ship Hold Ln#: 2 Submitted To Broker (or other activity related to Order Orchestration; see Order Orchestration Integration for more information) Ord Conf to [e-mail] (Order confirmation email or Outbound Email XML Message (CWEmailOut)) For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Order Line 1 Updated Arrival Date = the arrival date was updated through the Order Maintenance API For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Pk 1234567 Whs 1 Ct/Bn 12345/123/1 if you performed pick slip generation and the Use Cart/Bin Picking? (B38) system control value is selected and the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is unselected Pk 1234567 Whs 1 Batch # 12345 if you performed pick slip generation and: the Use Cart/Bin Picking? (B38)system control value is unselected, or the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected Promotion (PROMO1) not applied Maintenance
	Release RELEASED FROM USER HOLD (API) = A user hold was released through the Order Maintenance API For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Request ID: 12345 Under Review: N = Order Administration has send an order update message to Order Orchestration when an order including any brokered backorder items has changed from held to open. Order Administration sends these updates only if the Send Held Orders to OROB (M18) system control value is selected. If the order changed from open to held, the message indicates Under Review: Y. Retrn conf (Return confirmation email or Outbound Email XML Message (CWEmailOut)) For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Shipment Ship conf (Shipment confirmation email or Outbound Email XML Message (CWEmailOut)) For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Shipment Confirmed for drop ship PO # XXXX. For confirmed shipment of a drop ship item, the transaction notes also include item code, meter charge, weight, ship via and description, and tracking number. Sold out Subscription generation Pick not printed Ln # 001 qty mismatch User price override - Order line 2 Note: The line number in this message refers to the sequence number in the Order Detail table, which may differ from the current line number. The system does not write a price override history message here when it applies the Default Price Override Reason (B35). Alphanumeric, 40 positions; display-only, updated by the system.
Amount	The total order amount following the order activity, including merchandise, freight, tax, handling, etc. No amount is associated with issuing a subscription, as the system bills the customer for the entire amount of the subscription when billing the order. For an order cancellation (before any items have shipped), the dollar amount listed includes freight, regardless of whether the Recalculate freight option was selected at order cancellation. Numeric, 20 positions with a 2-place decimal; display-only, updated by the system.
User	The user ID of the person who performed this activity against the order. If the system performs the activity automatically, such as releasing prepaid orders on time hold, the user ID is the name of the person who started the ASYNC processing program (background jobs). If the activity took place through a system process or an API, the user ID indicates the process, API, or your default user. EXTERNAL defaults for order transaction history created through the Generic Order Transaction History API. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Alphanumeric, 10 positions; display-only, updated by the system.

Option	Procedure
Display the time when the order activity occurred	Select Display Time for an order activity to advance to a window that displays the Transaction note, Date, and time, in HH:MM:SS format, when the order activity occurred.
Track packages or display carton contents	Select Package Info to advance to the Display Package Information Screen, where you can review shipment tracking numbers and, depending on the ship via, advance to the shipper’s web site to review tracking history. The Package Info option is available if you have received tracking numbers or carton contents information through the Generic Pick In API (Shipments, Voids, and Backorders). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Display Package Information Screen

Purpose: Use this screen to review shipment tracking information for an order. This information can come from the Generic Pick In API (Shipments, Voids, and Backorders) and from Manually Confirming Shipments (MCON).

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Links to tracking page at shipper’s web site: This screen displays the shipment tracking number for each shipment on the order. If shipment tracking is available on the shipper’s web site, the shipment tracking number is also a live link to the shipper’s shipment tracking web page, where you can review shipment history.

If using Narvar: If you are using the Narvar Integration, the Tracking # is a live link enabling you to track the shipment, provided:

• You have completed setup of the related system control values, including the Narvar Track URL Prefix (M60).
• You have specified the Narvar Carrier Name for the ship via.
• You specified a tracking number when confirming the shipment.
• All other configuration was completed for Narvar, as described under Narvar Integration Setup.
• After you enable Narvar, tracking number links that were created previously do not work automatically when you click on them at this screen.
• The tracking number link can still be available if all the above requirements are met, even if the customer did not receive a shipment confirmation when, for example, the customer has opted out of email communication.
• The tracking link is not supported for drop ship purchase orders or shipments made for originating orders through Order Orchestration integration. The tracking link is supported for drop ship picks, and for fulfilling orders received through Order Orchestration integration.
• If carton details were not provided for the tracking numbers, which is possible when you use the generic pick in API, it might not be possible to identify the order lines shipped with each tracking number.

Required for tracking: The Narvar Track URL Prefix (M60) is required for a valid tracking number link to be enabled in emails or on screens. If you are using the Narvar integration and submit an order request to Narvar while the tracking URL prefix is not defined, the Narvar.log file contains errors such as:

Shipment tracking is disable for company 123

Unable to construct shipment tracking URL for order 456

Where 123 is the company number and 456 is the order number.

Error displayed: Also, if the tracking URL is not defined, when you click on the tracking number link at the screens mentioned above, an error window indicates: Tracking information not available. Check Narvar Order Error Export screen for failures.

If not using Narvar: Otherwise, if you are not using the Narvar integration:

• Supported ship via types: Live links to shipment tracking web pages for shippers are available if the ship via type is:

  • UPS

  • Federal Express

  • Parcel Post (not Parcel Post Class 1, 2, 3, or 4)

• If the ship via type is anything other than UPS, Federal Express, or Parcel Post, you can still advance to the Display Tracking Numbers screen; however, the tracking number is not a live link.

See Working with Ship Via Codes (WVIA) for information on setting up ship vias, including how to specify the ship via type.

Carton contents: If you have received carton content information through the Generic Pick In API (Shipments, Voids, and Backorders), a carton icon displays for the shipment. You can expand the carton icon for a shipment to display the items included in the carton.

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Note:

When you use the generic Pick In API, the system does not verify that the reported carton contents match the information on the pick slip.

Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including tracking numbers for shipped packages.

How to display this screen: Select Track Packages at the Display Order History Screen. This option is available only if:

• there are one or more shipped items on the order, and
• you have entered a tracking number when using Manually Confirming Shipments (MCON), or
• you have processed a shipment through the generic Pick In API.

Field	Description
Scan date	The date when the package was scanned for shipment, as reported through the Generic Pick In API (Shipments, Voids, and Backorders). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Numeric, 6 positions (in user date format); display-only.
Scan time	The time when the package was scanned for shipment, as reported by through manual confirmation or through the Generic Pick In API (Shipments, Voids, and Backorders). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Numeric, 6 positions (HH:MM:SS format); display-only.
Tracking #	The shipping tracking number, as reported through manual confirmation or through the Generic Pick In API (Shipments, Voids, and Backorders). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Live link? The tracking number is a live link if you use Narvar or if the ship via type is UPS, Federal Express, or Parcel Post (not Parcel Post Class 1, 2, 3, or 4). If the link is live, you can click it to advance to the shipper’s web site and review shipment history. Alphanumeric, 30 positions; display-only.
Ship via	The description of the shipper who delivers the package. Ship via codes are defined in and validated against the Ship Via table. See Working with Ship Via Codes (WVIA) for more information. Note: The description is truncated if it exceeds 30 positions. Alphanumeric, 30 positions; display-only.

Carton icon: If you have received carton content information through the Generic Pick In API (Shipments, Voids, and Backorders), a carton icon displays to the left of the scan date for the shipment. Open the carton by clicking it to display the items packed in the carton:

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

• Closed carton:
• Open carton:

Carton contents: If you open the carton to display the carton contents, the additional fields are:

Field	Description
Items	The item or SKU reported as packed in the carton. The Generic Pick In API (Shipments, Voids, and Backorders) identifies a packed item or SKU as part of a shipment confirmation for a pick slip by specifying the pick control detail line. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Note: The system does not validate that all items that are confirmed as shipped are also reported as packed in a carton. Item: 12 positions, alphanumeric; display-only. SKU: three 4-position fields, alphanumeric; display-only.
Qty	The quantity of the item reported as packed in the carton. When you receive information through the Pick In API, the system does not validate whether the quantity reported as packed matches the quantity confirmed as shipped. Numeric, 5 positions; display-only.
Description	The description of the item and SKU. If the item has SKU’s, the item and SKU descriptions are separated by a space. Item description: alphanumeric, 120 positions; display-only. SKU description: alphanumeric, 40 positions; display-only.