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  3. Pending Order Summary

Pending Order Summary

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

For more information: See:

Pending Order Summary Options

Purpose: Use this option to review current totals of orders that require shipment or other processing or action, broken out by the type of action or processing required. The information displayed includes:

  • order queue classification: quote, error, suspended, held, backordered, printed, pickup, or reserved

  • for each queue:

    • total number of orders and total merchandise value

    • oldest and newest order date

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 to the Pending Order Summary (DOSS) menu option available under the Customer Service menu. If you want to drill into the list of orders under the queue, then users must have DISPLAY or ALLOW authority to Pending Order List (DOSD) as well.

You can perform the following actions on the Pending Order Summary page.

Filter the Displayed Pending Order Queue

Pending Order Summary lists all Pending Order Queues with total counts that have at least one order assigned that is still in a pending (open) status. Use the filters section to reduce the number of records shown in the Pending Order Summary List.

Click the Refresh button for the most updated version of the page that is currently viewed.

Change the Order in which Queues are Sorted

Click a column heading to sort the queues by that column. For example, click Order Count to sort the queues in ascending sequence by total order count.

Once you have sorted by a column, you can click the column heading again to reverse the sort. For example, click Order count again to reverse the sort from ascending to descending sequence.

Advance to the Order Summary Page for a Specific Order

Click the Pending Order Queue link to advance to the Pending Orders page.

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 DOSD in Work with User (WUSR) or Work with User Class (WUCL).

Advance to the Customer Page for a Specific Customer

Click the Pending Order Queue link to advance to the Pending Orders page.

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.

For more information: See:

Fields on Pending Order Summary

Purpose: The following information displays on the Pending Order Summary page and includes:

Filters

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

  • Pending Order Queue: Filters records from a list of queues across all 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 Summary List

The results table shows the list of Pending Order Queues, sorted in alphabetical order, that has at least one order assigned that belong to the selected company. If there are no queues or additional filtering found no matches, the no records to display message is shown in the table. If any Filters have been applied, the pending order list is updated to show those queues matching any currently applied filters. From the Pending Orders page, you can review the orders in that queue.

  • Pending Order Queue: Displays each Pending Order Queue with at least one order as a hyperlink that opens the Pending Orders page in a new tab filtered by the selected queue name. If the Pending Orders page is already open, advances you to the already opened tab and refreshes (reload) the results with the queue as the filter. You can then review the orders in that queue.

    1. Backordered

    2. Error

    3. Held

    4. Pickup

    5. Printed

    6. Quote

    7. Reserved

    8. Suspended

    The pending order queue is a clickable link only if user has DISPLAY or ALLOW access to DOSD in Work with User (WUSR) or Work with User Class (WUCL).

  • Oldest Date: The oldest order date for an order in the specific queue.
  • Latest Date: The latest (most recent) date for an order in the specific queue.  

  • Order Count: The total count of orders in the specific queue and company. An order is counted once based on the pending order hierarchy assignment and regardless of how many ship-to's it has. 

  • Merchandise Value: Displays the total order merchandise value for all ship-to's (no freight, tax, additional charges, and so on).   

For more information: See: