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.