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Pending Orders

Overview: Pending Orders and Pending Order Summary screen suites are now available in Modern View to view all pending orders and filter the results by a queue type.

Note:

Display Pending Orders (DOSS) is still available in Classic View; however, Oracle Retail recommends that you use the screens in Modern View for displaying pending orders.

Use Pending Order Summary to display a summary of all pending orders based on assigned queues to identify if daily processes are running as expected. Queue assignment hierarchy is the same logic that is used in Reviewing Pending Orders (DOSS) in Classic View.

Assignment Hierarchy for Pending Order Queues

The system uses the following hierarchy to assign each order to a pending order queue:

  1. If the Quote field for the order type on the order is selected and the order is not in error, assign to the Quote queue; otherwise,
  2. If the order header status is Error, assign to the Error queue; otherwise,
  3. If the order header status is Suspended, assign to the Suspended queue; otherwise,
  4. If the order is a store pickup order, assign to the Pickup queue; otherwise,
  5. If the order ship-to status is Held, or if any of the ship-tos on a multi-recipient order is Held, assign to the Held queue; otherwise,
  6. If any of the order lines on any of the ship-tos is backordered, assign to the Backordered queue; otherwise,
  7. If any of the order lines on any of the ship-tos is printed on a pick slip, assign to the Printed queue; otherwise,
  8. Assign to the Reserved queue.

Considerations when determining queue assignment:

  • Orders whose status is Canceled or Closed are not included in the pending orders screens.
  • For non-quote orders, order lines are considered backordered if the reserved quantity is less than the quantity ordered - the quantity canceled - the quantity sold out - the quantity shipped.
  • Brokered backorders are included in the Backordered queue.
  • For non-quote orders, order lines for drop-ship items, non-inventory items, membership items, gift cards, and main set items are considered reserved, not backordered.
  • Orders that include held order lines are not automatically assigned to the Held order queue. The system evaluates this status at the order ship-to level, not at the order line level.
  • Order lines are considered printed if they are included on a regular pick slip, a drop ship pick slip, or a drop ship purchase order.
  • For non-quote orders, the status of order lines controls the queue assignment even if the order line is “no charge.” For example, if all the items on an order are reserved except for a “no charge” item that is backordered, the order is assigned to the Backordered queue rather than the Reserved queue.
  • Quote orders that are suspended are included in the Quote queue rather than the Suspended queue; however, quote orders that are in error are included in the Error queue. A quote order received through the order API might be in error if the Pay method required field is selected for the quote order type and there was no payment method on the order, or if any other information in the CWOrderIn message was invalid.

The following queues are valid:

  • Backordered

  • Error

  • Held

  • Pickup

  • Printed

  • Quote

  • Reserved

  • Suspended

Select a Pending Order Queue link from the Pending Order Summary page to open Pending Orders where each order assigned to that queue is listed. Orders display where the Order Header is NOT in a status of Canceled or Closed. Additionally, you can access Pending Orders directly from the Task menu.

From the Pending Orders page, you can open Order Summary for each order.

For more information: See:

Pending Orders Options

Purpose: Pending Orders and Pending Order Summary screen suites are used to view all pending orders and filter the results by a queue type. It allows you to identify if daily processes are running as expected, that is, are picks being generated, is billing processing.

Select a Pending Order Queue link from the Pending Order Summary page to open Pending Orders where each order assigned to that queue is listed. Orders display where the Order Header is NOT in a status of Canceled or Closed. Additionally, you can access Pending Orders directly from the Task menu.

From the Pending Orders page, you can open Order Summary for each order.

Note:

Users must have DISPLAY or ALLOW authority for Order Inquiry/Maintenance (OIOM) in Work with User (WUSR) or Work with User Class (WUCL).

You can perform the following actions on the Pending Orders page.

Filter the Displayed Pending Orders

Pending Orders lists all orders in pending (open) status. Use the filters section to reduce the number of records shown in the Pending Order List. All fields are optional.

  1. Apply one or more of the Filters based on queue type (backordered, error, held, pickup, printed, quote, reserved, or suspended).

  2. Optionally select a date range, Order Number, or Customer Number.

  3. Click Apply Filters to update the Pending Order List.

The Refresh button has no impact on the filters.

Note:

If opening Pending Orders from Pending Order Summary, the pending order queue that was clicked is immediately filtered to that queue.

Advance to the Order Summary Page for a Specific Order

Click the Order Number displayed in the Pending Orders List to advance to the Order Summary page. If the tab is already open for that order, the link advances to the already opened tab. This link is disabled if user access is set to EXCLUDE for Order Inquiry/Maintenance (OIOM) in Work with User (WUSR) or Work with User Class (WUCL).

Advance to the Customer Page for a Specific Customer

Click the Customer Name displayed in the Pending Order List to advance to the Customer page. If the tab is already open for that customer, the link advances to the already opened tab. This link is disabled if user access is set to EXCLUDE for Order Inquiry/Maintenance (OIOM) in Work with User (WUSR) or Work with User Class (WUCL).

For more information: See:

Fields on Pending Orders

Purpose: Use Pending Orders to filter and display orders that are still in a pending (open) status. The following information displays on the Pending Orders page and includes:

Filters

Use the filters section to reduce the number of records shown in the Pending Orders List. All fields are optional.

  • Pending Order Queue: Filters records from a list of queues across all pending orders for the company and may not represent a full list of possible queues. 

    1. Backordered

    2. Error

    3. Held

    4. Pickup

    5. Printed

    6. Quote

    7. Reserved

    8. Suspended 

  • Date From: The starting order date to filter.

  • Date To: The ending order date to filter.

  • Order Number: Filters records based on the order number entered. Shows an exact match to an existing order. Takes precedence over other filters and ignores all other filters.

  • Customer Number: Filters records based on the Customer Number entered (Sold To Customer). Shows an exact match to an existing customer. This does not search the ORCE customer number.

Pending Order List

The results table shows the list of all orders where the Order Header is NOT in a status of Canceled or Closed that belong to the selected company. An order number shows up in this list only once regardless of how many ship to's it has. If there are no pending orders to be displayed, the no records to display message is shown. If any Filters have been applied, the pending order list is updated to show those orders matching any currently applied filters.

There is a limit to display up to 500 pending orders in a queue. When a queue is selected in the filters, a call is made to the backend to return the first 500 assigned to that queue. Once those results are returned, any other filters applied will then be applied. The pending orders are listed by default by ascending Order Date, then by Order Number, although you can change the sort based on any of the below listed fields. An order remains on this screen until it is completely closed or canceled.

  • Order: (Order Number Click the order number to open the Order Summary page for the order. This link is disabled if user access is set to EXCLUDE for Order Inquiry/Maintenance (OIOM) in Work with User (WUSR) or Work with User Class (WUCL).
  • Order Date displayed in locale date format.
  • Customer Name: Just the customer’s first and last names are displayed; but if there is no last name, the company name is displayed. Click the customer’s name to open the Customer page for that customer.
  • Origin (Order Type): Displays the Origin description (the order type description).
  • Merchandise Value: Displays the total order merchandise value for all ship-to's (no freight, tax, additional charges, and so on). The title of the column has the currency code from Local Currency Code (A55) system control value when Multi Currency by Offer (E03) system control value is set to not selected. If Multi Currency by Offer (E03) system control value is selected, then all the records have the currency code displayed next to the value.  
  • Locked: Displays a lock icon if the order is currently locked, otherwise empty.
  • Queue: Displays the assigned queue name for the order: 

    1. Backordered

    2. Error

    3. Held

    4. Pickup

    5. Printed

    6. Quote

    7. Reserved

    8. Suspended 

For more information: See: