Order Summary

Overview: Use the Order Summary page to review the contents of an order, including the customer (sold-to, ship-to(s), and bill-to), the activity performed against the order, the items purchased for each ship-to, payment information, and order totals.

The Order Summary page provides a one-page snapshot of an order for efficient order inquiry and allows you to answer questions about an order, such as:

What is the status of the order?
What is the status of an item on the order? Has the item shipped?
Why is the order on hold?
What was the reason for an exchange?
What form of payment was used for an order?
When is a backordered item expected to be available to ship?
What was the most recent activity on the order?

How to display:

Perform an order search on the Search for Orders or Customers page when only one order is found.
Select the Order Number link for an order on the Search for Orders or Customers page.
Select the Order Number link for an order on the Customer page.
Select the Order Number link for an order on the Customer Items List page.
Select the Order Number link for an order on the Manage Held Orders page.

Navigation:

You can navigate directly to Order Summary from Order Inquiry links in certain screens in Classic View (Return Authorizations (WRTA), Work With Backorders Pending Cancellation (WBPC), Work with Refunds (WREF), Display Open Orders by Item (DOOI), Display Unprocessed Drop Ship Items (DUDS), and Work With Order Hold Detail (WOHD). If you switch back to Classic View, you are returned back to the original screen and company in Classic View.

In this topic:

Maintaining an Order

For more information:

Order Summary Options for step-by-step instructions on the actions you can perform on the Order Summary page.
Fields on Order Summary for a description of the fields on the Order Summary page.

Order Summary Options

Purpose: You can perform the following actions on the Order Summary page.

Sold-To Customer Actions:

Order Header Actions:

Order Ship-To Actions:

Order Line Actions:

Order Payment Method Actions:

Order Actions:

For more information:

Order Summary for an overview of the Order Summary page.
Fields on Order Summary for a description of the fields on the Order Summary page.

If the Session Ends During Order Maintenance

A session can end while you are updating an order if, for example:

The session times out due to inactivity.
The browser closes unexpectedly.
The user logs out.
The user returns to Classic View.

The order is retained in error status if you have locked the order for maintenance, and:

The session ends due to a timeout.
The browser closes unexpectedly.
You log out.

You can use the Purge Suspended Orders option (PSOR) in Classic View to purge orders that remain in error status, or use Unlock Order to unlock an order that remains locked.

Note:

ChannelAdvisor orders display a warning message when the Order Summary page is displayed in Modern View.

Update Sold-To Customer Information

In the Sold-To Panel, select the Edit option to lock the order and advance to the Edit Customer (Sold-To) Information page.

Note: This option is available only if:

The order is not currently locked by another user, session, or by the system and you have authority to the Enter/Maintain Orders (OEOM) menu option and the Order Maintenance Access (A22) secured feature.

Call the Sold-To Customer’s Phone Number

In the Sold-To Panel, select the Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note:

This option is available only if hyperlink configuration is selected for the Phone field in the Work with Contact Center (WWCC) menu option. In addition, the Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Email the Sold-To Customer using the Customer’s Primary Email Address

In the Sold-To Panel, select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:

This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Update Additional Order Details (Order Information)

In the Additional Order Details Panel, select the Edit option to lock the order and advance to the Edit Additional Order Details page.

Note: The Edit option is available only if:

The order is not currently locked by another user or session or by the system,
You have authority to the Order Maintenance Access (A22) secured feature,
You have authority to the Maintain Order with Printed Quantity (J05) secured feature if there is a printed quantity on any order line,
You have authority to the Maintain Brokered Fulfillment Orders (B20) secured feature if the order is from Order Orchestration (delivery or pickup),
The Broker Delivery Type for the order is not Ship for Pickup,
Store Pickup orders are in error at the header level and in a batch.

Email the Sold-To Customer using the Order Email Address

In the Additional Order Details Panel, select the Order Email link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:

This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Review Error Order Status Information

An Error Details link is displayed in the Order Status tile where the Order Header Status is Error and there is a Batch number populated. The link displays whether there are errors available or not.

A user must have ALLOW authority to the Allow Edit or Delete of Error Orders in Modern View (J11) secured feature, otherwise orders in an error batch are display-only. When the Error Details link is clicked, the Order Errors window is shown listing all the errors for that order that are preventing the order from being processed. The errors are grouped and sorted by error type: Order, Ship-To Number or Ship-To Number and Line Number.

See Modern View Order Error Handling for more information.

For a list of errors that can occur when you create orders through the order entry in Modern View or from the generic order interface, see Order Creation Errors in the Technical Guide.

Review Held Order Status Information

In the Additional Order Details Panel, select the Held Order Status link to advance to the Order Holds window.

Note:

You must have authority to the Release Held Orders, Enter/Maintain Orders (OEOM), and Order Inquiry/Maintenance menu options in order to advance to the Order Holds window.

Cancel a Ship-To Order

To the far right above the Ship-To Panel, select the More Options menu () then select the Cancel option to advance to the Cancel Ship-To window.

The Cancel option is available only if:

The order is not currently locked by another user, the system, or another session, and
The order is not in Error status
The order is in an Open or Held status, and
You have authority to the Enter/Maintain Orders (OEOM) menu option, and

In addition, if the order includes a brokered backorder line, is from Order Orchestration (delivery or pickup), or is a store pickup order, you must have authority to the Cancel Order Broker Lines (B19) secured feature.

Delete a Ship-To Order

A ship-to can be deleted for an order with more than one ship-to and the order is in Error status. The Delete Ship-To button is shown for each ship-to in the error order if:

A user has ALLOW authority to the Allow Edit or Delete of Error Orders in Modern View (J11) secured feature, otherwise orders in an error batch are display-only.
The order is in Error status at the header level and in an error order batch.
Order is not locked (by another user from a previous session).
Order has more than one order ship-to.

To delete a ship-to from an order in error status:

Click the Error Details link in the Order Status tile of the Order Summary tab. The Order Errors window opens listing the errors for that order.
Select Delete Ship-To in the Order Errors window. Select Yes to close the confirmation prompt and check if the ship-to can be deleted. If the order is still eligible for deleting the Ship-To:
- Lock the order.
- All dependent data from the system is removed so that there is no record of that Ship-To remaining.
- Display a successful snackbar notification message.

If the order is not eligible for delete Ship-To:

The Ship-To is not deleted or the order locked.
The order summary screen is refreshed showing the current order status.
A failure snack-bar notification message is displayed that needs to be clicked explicitly to go away.

Deleting an order with a Set item will delete all the component items on the order as well, regardless of the access to the Manage Set Component ( J01) secured feature.

When deleting an error order, it also deletes all customer membership records for any membership items on the order.

Cancel an Order in Quote Status

Orders in a Quote status can be canceled if no longer required. Canceling the Ship-To cancels the entire Quote.

Select Cancel from the More Options menu () above the Ship-To Panel. The order is locked, and the Cancel Ship-To window opens.
Select a Cancel Reason.
Select Submit Cancellation.

Unlocking the order closes the order and writes a record in Order Activity that the quote was canceled along with the reason code and other details such as date and time, user, and amount. The following updates are made:

The Quote status is changed to Closed.

Note:
The Reduce Demand flag on Cancel Reason Code (WCNR) does not apply since lines were not reserved, so the order would not go to a canceled status.
The Ship-To status is changed to Closed.
Status of the lines in the Quote are changed to Closed status.

A canceled Quote is displayed in read-only mode in Order Summary. You cannot edit the customer, order header or payment information and so on, on a canceled quote.

Generate a Contact Us Email for the Order

The Contact Us email requests that the sold-to customer contact you about the order. Information in this email includes:

The sold-to customer’s name.
Message text from the contact us email template to print above system-generated information.
Purchasing information, such as the order number, order date, sold-to name and address, ship-to name and address, and the sold-to customer number.
Message text from the contact us email template to print below system-generated information.

To generate the email:

To the far right above the Ship-To Panel select the More Options menu () then , select the Send Contact Us option to advance to the Send Contact Us window.
At the Send Contact Us window, the system displays the sold-to customer’s email address; this is the email address that will receive the Contact Us email.
- Select Yes to return to the Order Summary page and generate the Contact Us email.
- Select No, Do Not Send to return to the Order Summary page without generating an email.
If you selected Yes, the system generates the Contact Us email and displays a message indicating the email has been sent.
- If the XML Only flag for the Contact Us template is unselected, the system generates an actual email in HTML format.
- If the XML Only flag for the Contact Us template is selected, the system generates an outbound email XML message (CWEmailOut), rather than an actual email. The XML message includes additional information that is not included in the standard email notice. You might choose to generate the XML message so that you can use the information to produce a reformatted HTML email for marketing purposes.

The Send Contact Us option is available only if:

There is an email address for the sold-to customer, and
The sold-to customer’s opt-in/opt-out setting is Email or Order Email Only, and
The Contact Us Email Program (K54) system control value specifies an email program. The default “contact us” email program is CTUSNOTF.

Note:

You can generate the Contact Us email regardless of the setting of the Email notification flag for the origin assigned to the order.

Update the Order Ship-To Address

In the Ship-To Address Panel, select the Edit option to lock the order and advance to the Edit Order Ship-To Address page.

This option does not display if the Ship-To Status is Closed or if the Broker Delivery Type for the order is Store Pickup or Ship for Pickup.

Note:

This option is available only if the order is not currently locked by another user and you have authority to the Enter/Maintain Orders (OEOM) menu option. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option; you can define menu option authority for a user class in the Work with User Classes (WUCL) menu option.

Resolve Order Ship-To Address Errors

When correcting orders with shipping address errors, the type of ship-to address assigned during initial creation of the order determines where to correct the data. To resolve Ship-To Address Errors when working within Modern View, the following ship-to types require additional steps to resolve Ship-To Address Errors:

Recipient Ship-To
Address Book Ship-To

Recipient and Address Book Ship-Tos

When an address book ship-to or a recipient ship-to is edited from the Order Summary tab or if there is an errored order, the ship-to is converted to a One-Time Address upon edit. The address changes ONLY apply to that order. Neither the Address Book entry nor the Recipient Sold To records are updated. This can be performed in Modern View by searching for the Recipient customer and making the same edit, (or by maintaining the Address Book entry for an address book ship-to). Once the address issue has been corrected on both the One-Time Ship-To record and the associated Sold To or Address Book record, you can go back into the errored order in Modern View, select the Error Details link then select the Resubmit Order button. This will re-evaluate the order errors and update the order to Open status. (Alternatively, after editing both records, you could run the Edit/Accept Order Error Batch in Classic View, to re-evaluate and update the order to Open status.)

Primary Address Ship-To

When the Ship-to is the same as the Primary Address (Sold To), an address error can be corrected by editing either the Ship-To or the Sold To within Modern View. Select the Edit icon, make the change to correct the address issue, then select Unlock Order once complete. The order is re-evaluate and updated to an Open status.

One Time Ship-To

When the Ship-to is a One-Time Ship-To (order level), address errors can be corrected by editing the Ship-To within Modern View. Select the Edit icon, make the change to correct the address issue, then select Unlock Order once complete. The order is re-evaluate and updated to an Open status.

Call the Ship-To Customer’s Phone Number

In the Ship-To Address Panel, select the Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note:

Email the Ship-To Customer

In the Ship-To Address Panel, select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:

This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Update Ship-To Information

In the Ship-To Information Panel, select the Edit option to lock the order and advance to the Edit Ship-To Information page.

Note: This option is not available:

For store pickup orders or orders from Order Orchestration (delivery or pickup), based on the Broker Delivery Type.
If the order ship-to status is closed.

If you create an address book in Order Entry (or Order API), and if you need to change it in Order Summary, the system uses the address book to create a one-time ship to address.

Display Additional Ship-To Information

Expand the collapsible section to view the additional information and the ship-to totals in the Additional Information and Totals Panel.

Work with Additional Charges for a Ship-To Order

To the far right above the Ship-To Panel select the More Options menu () then select the Additional Charges option to advance to the Additional Charges panel.

View Pick Tickets

All Pick Tickets associated to a specific order ship-to can be displayed through Modern View Order Summary. To the far right above the Ship-To Panel select the More Options menu () then, select the Pick Tickets option to lock the order and advance to the Pick Tickets Drawer. This option is available only if there are open pick tickets for that ship-to. See Pick Tickets for more information. Managing the picks is through Reprinting and Voiding Pick Slips (WVRP or WSVP) and Displaying Pick Slip Generation Inquiry (DPSI) in Classic view.

Create a Misship Return

To the far right above the Ship-To Panel select the More Options menu () then, select the Create Misship option to lock the order and advance to the Create Misship page. This option is available only if there has been a shipment for the order.

Return an Order Ship-To

To the far right above the Ship-To Panel select the More Options menu () then select the Return option to lock the order and advance to the Return Ship To page. See the Return Ship To page for information on when this option is available.

Review Tracking Information for the Order Ship-To

In the Ship-To Panel, select Shipment Tracking Details to open the Shipment Tracking Details panel, displaying the tracking number and invoice number for each shipment made for the order ship-to.

Additional shipped item details: If the shipment was confirmed through the Pick In message, with carton details specified, in release 21.0 or later, the Shipment Tracking Details panel displays additional information about the shipped item(s), including the item name, description, shipped quantity, and the item image, if any.

The detail information is not displayed if:

The shipment was confirmed through the Manual Confirmation (MCON) option, or
The shipment was confirmed through the Pick In message, but no carton details were specified, or
This is the originating order, rather than the fulfilling order, for a shipment processed through the Order Broker integration, or
The shipment was confirmed in a release prior to 21.0.

In these cases, the information displayed includes the ship date, ship via description, tracking number, and invoice number. No detail information on the item(s) is displayed.

Fulfilling orders: If an order was submitted to Order Orchestration and then another order created as the fulfilling order, tracking information is available in the Shipment Tracking Details panel for the fulfilling order rather than for the originating order. However, you can review tracking information for the originating order at the Order Activity page.

For more information: See Review Tracking Information for a Shipment for background on how shipments are tracked and required setup. Also, see the Shipment Tracking Details panel for more information on the fields displayed in the Shipment Tracking Details panel.

View Promotion Details

Above the Ship-To Panel select Promotion Details to open the Promotion Details Panel, displaying Promotion discounts that have been applied to the order. This button is displayed at order ship-to level and is only for the ship-tos that have at least one or more promotion discounts applied and the Display Discount On Order Recap Screen (D38) system control value is enabled.

From the Invoices tab, once an invoice has been selected the same item level and order level promotion discount data is available, however the lines displayed are limited to those included on that specific invoice.

Add an Order Line

To the far right above the Ship-To Panel select the More Options menu () then select the Add Item option to lock the order and advance to the Add Item page.

To add an order line:

The order cannot be currently locked by another user, the system, or another session.
The order cannot be from Order Orchestration (delivery or pickup) or be a store pickup or ship for pickup order, based on the Broker Delivery Type.

Lines added on a quote in Order Summary are not reserved for orders in Quote status. Lines are reserved upon converting the quote to an order. Also, items in a quote are not repriced in Order Summary, if there is a price override reason assigned for them (Price Override Reason for Quotes (K75) or manually assigned).

Discount a Shipped, Unreturned Order Line

Select Discount from the More Options menu () in the Order Lines Panel for a shipped order line to lock the order and advance to the Discount Order Line window.

Note:

The Discount option is available only for unreturned order lines if:
- the order is not locked by a user and,
- you have authority to discount an order line, and
- the order is:
  - in a closed status, or
  - partially shipped, provided that there are no outstanding pick slips
The Discount option is not available for ship-for-pickup orders if the Payment at POS for Ship for Pickup Orders (L60) system control value is selected.
For set items, the Discount option displays for the main set item and not the set component items.
To ensure the background async jobs update order related tables correctly, do not use this option against a shipped, unreturned order line in the same session that you add a new order line.

Personalize the Item on an Order Line

Select Personalize from the More Options menu () in the Order Lines Panel for an order line to lock the order and advance to the Add Personalization window.

The Personalize option is available for an order line only when the following are true:

The order is not currently locked by another user, the system, or another session,
The order line status is open or held, and the item does not have a printed or shipped quantity,
The Special Handling flag for the item/offer or SKU/offer associated with the offer on the order line must be selected,
The item does not already have personalization defined (see Edit Personalization Information).

To edit, remove, or review existing personalization applied to the order line, see below.

Edit, Remove, or Review Personalization for an Order Line

In the Order Lines Panel, select the Personalization (Special Handling) link under Personalization for an order line to lock the order and advance to the Personalization Information window. For example, if the additional charge code for monogramming is set to MO and the description of the additional charge code is MONOGRAMMING, the Personalization (Special Handling) link displays as MO - MONOGRAMMING.

Note:

You cannot open this window if the item’s personalization uses a S/H Code with the Suppress S/H Window flag is set to Suppress.

Edit personalization: If the order line is open and unprinted, you can select the Edit option at the Personalization Information window to advance to the Edit Personalization Information window.

Remove personalization: If the order line is open or held and unprinted, you can select the Remove option at the Personalization Information window to remove the personalization from the order line.

Otherwise, your only option at the Personalization Information window is to review the personalization for the order line.

To add personalization to an order line, see Personalize the Item on an Order Line.

Edit an Order Line

In the Order Lines Panel, select the Edit option for an order line to lock the order and advance to the Edit Order Line page.

For set items, the Edit option displays for the main set item and not the set component items.

To edit an order line:

The order cannot be currently locked by another user, the system, or another session,
The order line status must be open or held and cannot have a printed quantity,
The order line cannot be brokered,
If the order line contains a set component item, you must have authority to the Set Component Maintenance (J01) secured feature,
The order cannot be a store pickup based on the Broker Delivery Type.

Cancel an Order Line

Select Cancel from the More Options menu () in the Order Lines Panel for an order line to lock the order and advance to the Cancel Order Line window.

The Cancel option is not available if:

For orders that are in error status at header level with a batch number populated.
The order is currently locked by another user, the system, or another session.
The order line is in a status other than open or held.
The item on the order line has a printed pick slip; in this situation, you must first void the pick slip before you can cancel the item.
The order line contains a set component item and you do not have authority to the Set Component Maintenance (J01) secured feature.
The order is from Order Orchestration (delivery or pickup) or is a store pickup order, based on the Broker Delivery Type, and you do not have authority to the Cancel Order Broker Lines (B19) secured feature.
The order is from Order Orchestration (delivery or pickup), based on the Broker Delivery Type, and you do not have authority to the Maintain Brokered Fulfillment Orders (B20) secured feature.

Delete an Order Line

Select Delete from the More Options menu () in the Order Lines Panel to delete an order line from an error order and advance to the confirm Delete prompt. Confirm deletion by selecting Yes.

The Delete option is displayed only if :

The user has ALLOW access to the Allow Edit and Delete of Error Orders in Modern View secured feature through the standard secured feature hierarchy (user, user class, company).
The order is in Error status at the header level and in an error order batch.
Order is not locked (by another user from a previous session).

For set items, the deletion of item components within the set is dependent on whether you have ALLOW authority to the Set Component Maintenance (J01) secured feature.

If Yes:
- Display Delete (instead of Cancel) for each set component in the More Options menu ( for the component line.
- Deleting a set item component will only remove that component while the Set items and other components will remain applied on the order.
If No:
- Do not display the Delete or the Cancel option for the set component items.

Deleting the Set item deletes all the component items as well, regardless of secured feature Set Component Maintenance (J01) authority, along with any other dependent data for the set item for that order.

All the Customer membership records related to that item upon are removed when deleting a membership item in an error order.

Delete an Order Line from a Quote Order

Select Delete from the More Options menu () ) in the Additional Order and Totals panel. Edit Order Line window opens.
Select Yes to confirm deletion.
Select OK. The item line is immediately removed from the order.

If the quantity of a line is decreased in the Edit Order Line window, a cancel reason is not required to be entered. When the OK is clicked, the quantity of the line on the order is reduced.

Sell Out an Order Line

Select Sell Out from the More Options menu () in the Order Lines Panel for an order line to lock the order and advance to a confirmation window.
At the Confirm Sell Out window, select the Yes option to sell out the order line; otherwise, select No to cancel.
If you select to sell out the order line:
- The system displays a message indicating the update was performed.
- The status of the line changes to S Soldout and the system recalculates the tax on the order.
- If the item is a main set item, the main set item and all of its components are sold out.
- If the only item on the order is sold out, the status of the order updates to closed.
- The freight on the order is reduced, if appropriate for the reduced merchandise total. This update takes place automatically; no message is displayed.

The Sell Out option is not available if:

The order is currently locked by another user, the system, or another session.
The order line is in a status other than open or held.
The order line contains a reserved quantity.
The order line is a main set item and all of the components of the main set item are reserved.
The item is a set component item and you do not have authority to the Set Component Maintenance (J01) secured feature.
The order is a store pickup order, based on the Broker Delivery Type.

Add a Coordinate Item

Select Coordinates from the More Options menu () in the Order Lines Panel for an order line to lock the order and advance to the Select Coordinate Items page.

Review an Item’s Personalization Details

This option is available only if one or more coordinate items have been defined for the item, and if the does not have the Promo windows flag set to None.

In the Order Lines Panel, select the Personalization (Special Handling) link for an item to advance to the Personalization Information window.

Note:

This option is available only if personalization has been defined for the item. In addition, the Personalization field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Review Drop Ship Information

Select the Drop Ship link for an item on the order to advance to the Drop Ship Details window.

Note: The Drop-ship link displays only for open drop ship items. The system considers an item a drop ship item if the Drop Ship Flag in the Order Detail table is set to D. However, the Drop Ship Details window opens to drop ship information is displayed only if the order line is open and is being fulfilled through integration with Order Orchestration’s Supplier Direct Fulfillment module. Otherwise:

If the item is a drop ship item but is not being fulfilled through Order Orchestration’s Supplier Direct Fulfillment module, when you click the Drop-Ship link, a message indicates Drop ship purchase order activity does not exist for this drop ship item.
If the item is a drop ship item that has been fulfilled, the Drop-ship link is not available.

Review Brokered Information

Select the Brokered link for an item on the order to advance to the Broker Details window.

Note: The Brokered link displays only if:

The item has been submitted to the Order Broker 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 (delivery or pickup), 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.

Review the Invoice Associated with a Shipped or Returned Order Line

In the Order Lines Panel, select the Invoice link for an order line to advance to the Invoice page.

Review Tracking Information for a Shipment

In the Order Lines Panel, expand the Track Shipments drop-down field for an order line to display the Tracking Number(s) associated with the shipment that contains the item on the order line.
Click a tracking number to advance to the carrier’s web site.
- For set items, the tracking number displays for the set component item and not the main set item.
- The Track Shipments option is available only if a tracking number is defined for one or more shipments, and if the shipment was confirmed through the Pick In message, with carton details specified, in release 21.0 or later. The option is not available if:
  - The shipment was confirmed through the Manual Confirmation (MCON) option, or
  - The shipment was confirmed through the Pick In message, but no carton details were specified, or
  - This is the originating order, rather than the fulfilling order, for a shipment processed through the Order Broker integration, or
  - The shipment was confirmed in a release prior to 21.0.
- The tracking number is a live link 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.
If tracking information is known: Regardless of whether the Track Shipments option is available for individual shipped items, the Shipment Tracking Details option is still available at the order ship-to level.

For more information, see Review Tracking Information for the Order Ship-To.

If using Narvar: If you are using the Narvar integration, the Tracking Number 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 in the Classic View online help.
Note:
- 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 through the Order Broker integration. The tracking link is supported for drop ship picks.
Required for tracking: The Narvar Track URL Prefix (M69) 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.
Note:
You can also review all tracking information for the order ship-to. See Review Tracking Information for the Order Ship-To

Check Inventory for an Item

Select Check Item Availability from the More Optionsmenu () in the Order Lines Panel for an order line to check availability.

If the Use Merchandise Locator (I38) system control value is unselected or if the Use Merchandise Locator (I38) system control value is selected but the item is not eligible for the merchandise locator, you advance to the Item Availability window.
If the Use Merchandise Locator (I38) system control value is selected and the item is eligible for the merchandise locator, you advance to the Item Availability (Merchandise Locator) window.

Note:

For set items, the Item Availability option is available for the set component item and not the main set item.
In Order Summary and Customer Items List pages, the Check Item Availability option is available only for order lines whose status is Open, Held, Soldout, Suspended, or Express Bill. It is not available for orders in Error status.

View Price Breaks

Select Price Break from the More Options menu () in the Order Lines Panel for an order line to open a new Item Price Break panel displaying the (existing) price breaks configured for the order line at the offer level.

This panel is read-only and lists each price break for an item. Select Done when finished.

If the customer wants to increase the quantity ordered to receive the price break, select Done to close the read-only Price Break panel.

Select the Edit option from the Actions menu () in the Order Lines Panel to advance to the Edit Order Line page.
Increase the number in Quantity Ordered and select Update Order Line. The system automatically reprices the item to reflect the quantity break price.

Review Item Information on the E-Commerce Web Site

Select Item Information from the Actions menu () in the Order Lines Panel for an order line to open a new browser window displaying the item details page on the client e-commerce website.

If the item contains SKU’s, the system advances you to the URL defined at the SKU level; if a URL is not defined at the SKU level, the system advances you to the URL defined at the item level.
The Item Information option is available only if a valid URL is defined for the item on the Item Image/Info Link screen in the Work with Items/SKU’s (MITM) menu option.

Review Order Line Activity

Select Order Line Activity from the More Optionsmenu () in the Order Lines Panel for an order line to open the Order Line Activity window.

Review an Order Line

Select Order Line Details from the More Options menu () in the Order Lines Panel for an order line to lock the order and to advance to the Order Line Details page. The Pre-Discount Price displays on the Order Line Details of the Order Summary page. This price is helpful when evaluating discounts applied by ORPE.

Return or Exchange an Order Line

Select Return from the More Options menu () in the Order Lines Panel for an order line with a shipped, unreturned quantity to lock the order and advance to the Return Order Line page.

For set items, the Return option is available for both the main set item and the set component items.

Hide or Show the Information about an Order Line

Click within the title of the Order Lines Panel for an order line to hide or show the order line information.

Add a Payment to the Order

In the Payment Information Panel, select the Add Payment option to lock the order and advance to the Add Payment window.

The Add Payment option is not available for orders from Order Orchestration (delivery or pickup) or store pickup orders, based on the Broker Delivery Type.

Add a Credit Card or Debit Card Payment

Oracle Retail EFTConnect provides credit card validation and processing through Account Providers such as CyberSource, Adyen, external payment services (EPS) and other custom Oracle Payment Interface (OPI) payment services. You need to configure your merchant account and set up all credit card or debit card payment methods through the Payment Configurations page. You cannot create or modify credit card or debit card payment methods through the Work with Pay Types (WPAY) screen in Classic View. See the Payment Configurations page for more information.

Select Add Payment to open the Add Payment window and lock the order.
Select a credit or debit card payment from the Payment Method drop down box.
Enter an Amount to Charge. Leave this field blank if the payment method is the catch-all for the order.
Select OK to display the additional fields related to this payment method. These are dynamic fields that are validated by the payment provider. The content varies depending on whether CyberSource, Adyen, EPS, or OPI custom payment provider was selected as the Account Provider. Enter the required details such as a Card Number, the Expiry Month (MM format) and Expiry Year (YY format), the card’s Security Code (CVV/CID/CVC) and other fields as applicable.
Select Pay to add the payment method to the order. An error message indicates if any of the entered fields are invalid.
If the payment passes validation by the payment provider, the system:
- Displays a message indicating the payment was added to the order.
- Displays the newly added payment in the Payment Information panel.
- Returns a temporary token.
- If the returned vendor response is associated with a hold reason code, the system places the order on hold and displays a message indicating the order has new holds.

If an error occurs whilst loading the service or after selecting Pay, and the payment provider form cannot be displayed, retry or select a new form of payment.

If the system times out before receiving an authorization response or authorization is declined, the payment is not added.

See Online Authorization Processing for more information on processing, updates, and displayed messages when the payment method uses online authorization.

Add a Manual Authorization

In the Payment Information Panel, select the Add Authorization option from the Actions menu () for a credit card, debit card, or stored value card (gift card) payment method. The system locks the order and opens the Add Authorization window.

Use Authorize Now

Optionally, for a credit card, debit card, or stored value card (gift card) payment method send/receive an online authorization transaction using the card token. In the Payment Information Panel, from the Actions menu (), select the select the Authorize Now option. The order is locked.

The Authorize Now field displays only if the Manual Authorization field is unselected, the Online Authorizations (B89) system control value is selected, and the Online Authorization field for the origin on the order (order type) is set to Window or Without Window. If On-Line Auth Verification Only I96 system control value is selected, the system will send an authorization for 0.00 instead of 1.00.

Select Yes to confirm authorization for this payment method.

See Authorization Response for more information on online authorization.

Perform Balance Inquiry Against a Gift Card Payment

In the Payment Information Panel, from the Actions menu (), select the Check Gift Card Balance option for a gift card payment method.
The system looks at the Authorization Service field defined for the gift card payment in the Work with Pay Types (WPAY) menu option to determine the service bureau that performs balance inquiries for the gift card payment. An error message displays if an authorization service is not defined for the payment in the Work with Pay Types (WPAY) menu option.
The system sends a balance inquiry request to the service bureau.
If the response returns an error, the system displays an error message.
- If the vendor response returned matches a vendor response in the CC Vendor Response table, the system displays the message defined for the vendor response.
- If the vendor response returned does not match a vendor response in the CC Vendor Response table, the system displays a message indicating the vendor response is not recognized and provides the error returned in the balance inquiry response.
- If a response is not received from the service bureau, the system displays a message indicating the balance inquiry could not be performed.
If the response includes the card balance amount, the system displays the Card Balance in the Check Gift Card Balance window.

Note:

The Check Gift Card Balance option is available only if you have authority to the Stored Value Card Balance Inquiry (MSVB) menu option.

Review Payment Method Details

In the Payment Information Panel, from the Actions menu (), select the View Details option for a payment method on the order to advance to the Payment Method Details window.

Update a Cash or Check Payment on the Order

In the Payment Information Panel, from the Actions menu (), select the Edit option for a payment method on the order. The system locks the order and advances you to the Edit Payment window.

The Edit option is not available if:

The order is a credit card, debit card, wallet, or stored value (gift) card.
The order is already locked by another user, the system, or another session.
You do not have authority to the Enter/Maintain Orders (OEOM) menu option. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option; you can define menu option authority for a user class in the Work with User Classes (WUCL) menu option.
The payment method is PayPal.
The payment method is deactivated.
The order is from Order Orchestration (delivery or pickup) or is a store pickup order, based on the Broker Delivery Type.

Edit the Expiration Date for a Payment Method

In the Payment Information Panel, from the More Options menu (), select the Edit Expiration Date option for an EFTConnect pay type on the order. The system opens the Edit Expiration Date window.
This window displays the Payment Method. Enter a new expiration date in MM/YY format. Your entry must be the current month or later.
Select OK to apply the new expiration date. A request is sent to EFTConnect to update the expiry date.

If successful, the Order Summary page is displayed with the new expiration date displayed in the Payment Information Panel.

Note:
If the customer token value provided by the payment service provider in the authorization response is not included when the order was submitted, the expiration date can still be updated. However, there would be no communication with EFTConnect and the new expiration date is not sent back to the payment service provider.

If EFTConnect fails to get a response, a communications error is displayed. .

If a failure response is returned:
1. Do not update the expiration date in the Order Payment Method.
2. The dialog is closed and returns to the Order Summary screen.
3. Display a Snackbar Notification on the Order Summary screen: Edit Expiration Date failed.

Changing the Expiration Date creates two Activity records under the Activity Table in the Payment Method Details panel, for example:

An Activity of Card Number Changed (A) with a Note of card number has been changed.
An Activity of Maintenance (M) with a Note of CC Exp Dt: 1022 to 1224.

The invoice number displayed for these Activity records is 0.

Deactivate a Payment on the Order

Use the Deactivate option to:

Stop any further billing against a payment card used on an order, such as when the card is stolen.
Stop trying to authorize a card that continues to decline.
Replace with a new card for all future billing.

Note:

You cannot change or reactivate a deactivated payment type. If all pay types are deactivated, you must enter a valid pay type to release the order from hold, or cancel the order.

In the Payment Information Panel, from the Actions menu (), select the Deactivate option for a payment method on the order. The system advances you to the Confirm Deactivation window.
At the Confirm Deactivation window:
- Select the Yes option to deactivate the payment.
- Select the No option to cancel the deactivation.
The system returns you to the Order Summary page. If you selected to deactivate the payment, the system locks the order, deactivates the payment, and displays a message indicating the payment has been deactivated. The system updates the charge sequence number for the payment to 99.

Note:

You will not be able to unlock the order if there are no active payments defined for the order; you must add at least one payment to the order before you can unlock the order.

The Deactivate option does not display:

If the payment has already been deactivated.
For a cash/check payment.
For a card payment that has no authorization or payment history.
For a card payment with a refund due; instead, you must use the Work with Refunds (WREF) menu option to cancel the refund for the order or change the refund type.

Remove a Payment from the Order

In the Payment Information Panel, from the Actions menu (), select the Delete option for a payment method on the order. The Confirm Delete window opens.
At the Confirm Delete window:
- Select the Yes option to remove the payment from the order.
- Select the No option to cancel the removal.
You return to the Order Summary page. If you selected to delete the payment, the system locks the order, removes the payment, and displays a message indicating the payment has been removed.

Note:

You will not be able to unlock the order if there are no active payments defined for the order; you must add at least one payment to the order before you can unlock the order.

The Delete option does not display:

For a payment that is authorized or billed. In this situation, you must use the Deactivate option to deactivate the payment instead.
If a processed refund exists for the payment.
If authorization history exists for the payment.

Review or Work with Order Messages or Order Notes

Select Message at the top of the page to advance to the Messages page for the current order.

Note:

You can add an order message regardless of whether the order is locked.

Perform a New Search

Select the Search option above the page to return to the Search for Orders or Customers page.

Review Order Activity

Select Order Activity at the top of the page to advance to the Order Activity page for the current order.

Review and Enter Order Notes and Other Customer Messages

Select Messages at the top of the page to advance to the Messages page.

Review Refunds and Returns for the Order

At the top of the page, select the Returns/Refunds option to advance to Returns/Refunds page.

Review Invoices for the Order

Select the Invoices option at the top of the page to advance to the Invoices page.

Unlock the Order

Select Unlock Order at the top of the page or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it is available for maintenance by another user.

The system may display a warning or error if data on the order needs to be corrected.

When you unlock and accept an order, Contact Center does not check for expired credit cards.

Note:

The Unlock Order option displays only if you have locked the order in the current session; it does not display if another user has locked the order. In this case, you can use the Unlock Order option if you have the required authority.

For more information: See Maintaining an Order for more information about locking and unlocking an order.

Fields on Order Summary

Purpose: The following information displays on the Order Summary page.

For more information:

Order Summary for an overview of the Order Summary page.
Order Summary Options for step-by-step instructions on the actions you can perform on the Order Summary page.

Order Summary Tab Fields

The Order Number displays in the page tab for the Order Summary page.

Banners

Banners notify you about important customer information and missing profile data when notes and profile data are configured to prompt during Order Summary. The banners remain regardless of which sub-tab such as Order Activity, Messages, is selected but they can be closed. The banners reappear when the order tab is closed and reopened.

Important Customer Information: Shown when the customer has notes flagged to Display in Order Entry. Selecting Display Notes advances you to the Customer Notes pop-up window and closes the banner. Click Done after reading the note to close the pop-up. To view all customer notes, navigate to the Notes drawer to view notes. See Manage Customer Specific Notes on the Customer page for managing the customer notes.

Missing Profile Data: Shown when Prompt for Mandatory Demographics in Order Maintenance (E60) system control value is selected and there is a required profile category that does not yet have a response selected for the customer (or a default response defined). If Alternate ID Required for Displaying Customer Profile (K87) is set to Yes, then the customer must also have a Primary Alternate Customer Number assigned in order for the window to be triggered for display.

Selecting Update Profile closes the banner and opens the Profile pop-up window. You must select an answer for each of the required fields before you can select OK to successfully save the profile selections otherwise, you can select Cancel and none of the Profile selections are saved.

When ORCE Customer Integration (L37) system control value is set to INTERACT and Send Profile Data to ORCE (L51) system control value is set to Yes, profile data updates made update the corresponding attribute for the customer in Customer Engagement.

Order Orchestration Message Fields

An Order Orchestration message displays below the page title if:

This is a delivery or retail pickup (ship-to-store) order assigned by Order Orchestration to Order Administration for fulfillment, or
The Broker Delivery Type is Store Pickup

The message displayed is:

This order line was brokered to OACS for fulfillment. Use caution when maintaining the order if you have authority under the Maintain Brokered Fulfillment Orders (B20) secured feature, Otherwise,
Order Locked in Broker if do NOT have authority under the Maintain Brokered Fulfillment Orders (B20) secured feature.

Sold-To Panel

The sold-to customer is the customer that placed the order. The Sold-To panel displays the following fields for the sold-to customer.

Customer Name (unlabeled field below the Sold-To title): The customer name displays in prefix, first name, middle initial, last name, and suffix format, and the sold-to Customer Number is indicated in parentheses.

If the ORCE Customer Integration (L37) system control value is set to INTERACT, and the Use Oracle Retail Customer Engagement Customer Number on Search flag in Work with Contact Center (WWCC) is selected, this is the Customer Engagement ID. Otherwise, it is the Order Administration customer number.

If a Company Name is also defined, the company name displays below the sold-to customer name.

If a Company Name is defined without a sold-to customer name, the company name displays in place of the sold-to customer name.
Customer Since
Customer totals:
- Purchases (Total Orders)
- Lifetime Value (Purchase Total)
- Return Rate: The total value of returns for the customer divided by the total purchases.
Customer Name
Customer Address
Phone Number (unlabeled fields below the Customer Address): Up to three phone numbers may be shown with the type shown in brackets such as (508) 652–3800 (Business).

The Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option. If more than one phone number is defined for the sold-to customer and only one is shown such as in a one-time ship-to order, the system uses the following hierarchy to display the phone number:
- home phone number
- business phone number that also supports a phone extension
- mobile or fax phone number as determined by Third Phone Number Type (L53) system control value.
The phone number displays the telephone number format defined for the country (as defined in Work with Country (WCTY)) on the customer’s address.

Note:
The Phone Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Email Address (unlabeled field below the Phone Number): This is the sold-to customer’s primary email address. This field displays only if an email address is defined for the customer.
Opt-In Status (unlabeled field below the Email Address): This is the opt-in status defined for the sold-to customer’s primary email address. This field displays only if an email address is defined for the customer.

Order Summary Tiles

These three tiles provide the following information and links:

Order Total Tile:
- Order Total
- Order Currency Code
- Link to Payment Information Panel
Recent Activity tile:
- The most recent Order Activity
- The date of the most recent order activity (Order Broker Date)
- Link to the Order Activity page
Order Status. Includes a link to the Order Holds window if there are any hold reasons applied to the order, or a link to the Error Details if the order is in error.

Ship-To Panel

The Ship-To panel displays the details for a ship-to on the order, including the ship-to order’s name and address, and the items assigned to the ship-to order.

There is a separate ship-to panel for each ship-to on the order.

Ship-To Details Panel Title

The title of this panel varies, depending on the setting of the Broker Delivery Type:

If the Broker Delivery Type is blank, the title of this panel is Ship-To #, where # is the Ship-To Number.
If the Broker Delivery Type is S (Ship for Pickup), the title of this panel is Ship for Pickup. Note: This includes pickup orders that originated in a store location (retail pickup).
If the Broker Delivery Type is P (Store Pickup), the title of this panel is Store Pickup.

The ship-to customer name is also indicated in parentheses.

Next to the name, a badge denotes whether the ship-to address shown originates from the primary address, is an entry from the address book, is a one-time ship-to address or is a recipient address.

When an address book ship-to is assigned to an order, the Address Book Number is displayed within the Address Book badge.

If the address book ship-to or recipient ship-to had multiple phone numbers assigned, a single phone number is displayed (without a phone number label) for the One-Time Ship-To. The phone number is selected based on the following hierarchy:

Home
Business
Mobile (or Fax)

Additional Ship-To Options

To the far right of the Ship-To Panel heading, the More Options ellipsis menu () supports additional features at the ship-to level. Previously some of the options were shown above the Ship-To Panel. Clicking on a menu option opens its own drawer.

The following options are shown dependent on whether the option is visible or not based on order statuses and permissions:

Add Item: See Add an Order Line
Additional Charges: See Work with Additional Charges
Send Contact Us: See Generate a Contact Us Email
Pick Tickets: See View Pick Tickets
Return: See Return an Order Ship-To
Create Misship: See Create a Misship Return
Cancel: See Cancel Ship-To Order
Delete: See Delete Ship-To Order

Ship-To Address Panel

Where Does the Ship-To Address Come From?

Depending on how you create the order, the shipping address can be from one of the following locations.

For a customer ship-to address:

An order-level shipping address that is stored in the Order Ship To Address table.
A permanent shipping address for the sold-to customer on the order, stored in the Customer Ship To table.
A recipient customer, stored in the Customer Sold To table.
The name and address of the Customer Sold To who placed the order, stored in the Customer Sold To table.

For a store ship-to address:

The name and address of the store where the customer will pick up the order, stored in the Store Cross Reference table.

The Ship-To Address panel displays the following fields:

Customer Name or Store Name (unlabeled field below the panel title): The customer name is in prefix, first name, middle initial, last name, and suffix format.
- If a Company Name is also defined, the company name displays below the ship-to customer name.
- If a Company Name is defined without a ship-to customer name, the company name displays in place of the ship-to customer name.
Customer Address or Store Address (unlabeled fields below the Customer Name or Store Name)
Phone Number (unlabeled field below the Address): If more than one phone number is defined for the sold-to customer and only one is shown such as in a one-time ship-to order, the system uses the following hierarchy to display the phone number:
- home phone number
- business phone number that also supports a phone extension
- mobile or fax phone number as determined by Third Phone Number Type (L53) system control value.
The phone number displays the telephone number format defined for the country (as defined in Work with Country (WCTY)) on the customer’s address.

Note:
The Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Email Address (unlabeled field below the Phone Number): This is the ship-to customer’s primary email address. This field does not display for a store address. This field displays only if an email address is defined for the customer.
Opt-In Status (unlabeled field below the Email Address): This field does not display for a store address. This field displays only if an email address is defined for the customer.
Attention: Displayed only if an attention line was specified for the order.

Ship-To Information Panel Fields

Status: This is the status of the ship-to order, which can be different from the Order Status. If the ship-to status is Held, an attention icon displays to the left of the status.
Ship Via description and code.
Broker Delivery Type: Displayed only if there is an associated value. Available types include: Brokered Backorder, Delivery, Ship for Pickup, or Store Pickup.
Gift: Indicates (Yes/No) if the order is a gift order.
Ship Complete: Indicates (Yes/No) whether all items on the order need to be reserved and available for shipping together.

Additional Information and Totals Panel Fields

Collapsible section to view or hide the additional information and the ship-to totals. Fields are displayed only if there is an associated value.

Arrival Date
Cancel Date
Warehouse: This field is not displayed if the system determined which warehouse to use. In addition, the Warehouse field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Backorder Priority
Cancel Backorder
Purchase Order Number
Calculate Shipping (Freight)
Shipping Weight
Estimated Shipping (Freight)
Shipping Override
Shipping Tax Override
Shipping Tax Rate
Carrier Number
Tax Code
Tax Identification
Discount Percent

The right side of the collapsible section shows the Ship-To Totals area with all values specific to the ship-to.

Merchandise: Includes blue info icon if merchandise discount was applied.
Shipping: Includes blue info icon if merchandise discount was applied.
Additional Shipping
Additional Charges
Personalization (Special Handling) Charge
Tax
Total
Currency Code

If Display Discount On Order Recap Screen (D38) system control value is set to Y, an informational message is displayed with the <total discount> amount for each type of discount (merchandise discount, shipping discount or loyalty award) applied to the Ship-To. Informational messages display in the following order in the bottom left of the Ship-To Totals content area:

Award Applied <Total Ship To Award Amount>
Merchandise Discounts <Total Ship-To Merchandise Discount Amount>

Note:
The Merchandise Discount amount is inclusive of discounts for all origins (ORPE, SYSTEM, LOYALTY, POSTSHIPMENT, MAINTENANCE and EXTERNAL) applied for the Ship-To.
Shipping Discounts <Total Ship-To Shipping Discount Amount>

Shipment Tracking Details Panel

This panel provides shipment tracking information for all shipments for the order ship-to.

Customer Name or Company Name and Ship-To Number

For each shipment tracking number:

Ship Date: For set items, the ship date displays for the set component item and not the main set item.
Ship Via description
Tracking Number:
- For set items, the tracking number displays for the set component item and not the main set item.
- This field displays only if a tracking number is defined for the shipment. The tracking number is a live link 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, provided you have access to the World Wide Web.
- If using Narvar: If you are using the Narvar integration, the Tracking Number 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 in the Classic View online help.
  Note:
  - 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 through the Order Orchestration integration. The tracking link is supported for drop ship picks.
- 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.
Invoice: For set items, the invoice displays for the set component item and not the main set item.

Item ID
Item Description
Item Image, if the Use External Item Image (L55) system control value is selected
Quantity (Shipped Quantity for this tracking number)

The additional shipped item detail information is not displayed if:
The shipment was confirmed through the Manual Confirmation (MCON) option, or
The shipment was confirmed through the Pick In message, but no carton details were specified, or
This is the originating order, rather than the fulfilling order, for a shipment processed through the Order Broker integration, or
The shipment was confirmed in a release prior to 21.0.

Promotion Details Panel

For orders including promotional discounts applied by ORPE (or submitted through the Order API with the already_eval_by_promo_engine attribute set to Y and containing reward data) a Promotion Details button displays within the Ship-To section. Summary level promotion details per ship-to are displayed in this panel. Lists the promotions alphabetically by deal description.

Promotion: Deal description.

Promotion Amount: Shows the Total discount amount from a particular promotion.

Ship via: Shown if there was a Ship Via applied on the Ship-To based on an ORPE Promotion that was applied on the order.

Order Lines Panel

The system displays item information for each order line associated with the order ship-to. Items display for the order ship-to in ascending order line number sequence.

For sets on an order, the system groups the set components items under the main set item.

The following fields display for each order line.

Order line banner:

Order Line Number (unlabeled field before the item ID)
Item Description (unlabeled field to the right of the Order Line Number)
Item ID (unlabeled field in parentheses to the right of the Item Description)
SKU Description (unlabeled to the right of the Item Description). From the SKU description if the Display SKU Element in Place of SKU Element (F25) system control value is selected; otherwise, displays the SKU element.
Status (Order Line Status)
Return in Progress badge. A blue badge next to each item on an order that has a Return in the Created or Received status (but not yet credited or cancelled), indicates whether an item detail is associated to a Return Authorization in process. This negates the need to navigate to the Returns/Refunds tab to check.

Order line details:

Item Image: Displayed if the Use External Item Image (L55) system control value is selected and an item or SKU image has been defined. A placeholder image is displayed if Use External Item Image (L55) is selected but no item or SKU image has been defined. Display-only.
Item Information Link: Displayed if an item information link has been defined and the Use External Item Image (L55) system control value is selected.
Main Set Item: This field displays only if the item is a main set item.
Set: The item description and item ID of the associated main set item displays; for example: BATH SET (B123). This field displays only if the item is a set component item.
Unit Price: Unit Price is the price the customer is being charged for one unit of the item. To the left of the unit price, is the offer price with a strikethrough. The offer price with strikethrough only appears if the offer price is greater than the unit price and Display Order Line Discount Message (F01) system control value is selected.

If system control value Display Order Line Discount Message (F01) is not selected or the offer price is less than unit price, then only the unit price is shown. When Display Order Line Discount Message (F01) system control value is selected and an offer price with strikethrough is shown, this represents the customer received a discount on this item.

For set items, the unit price displays for the main set item and not the component items.
Hovering on the order line information icon, where the offer price differs from the selling price, displays a tooltip with the itemized unit discount amount applied for the promotion. Where multiple promotions are applied, each will have its own entry in the tooltip. The display of the tooltip is controlled by Display Order Line Discount Message (F01) and Use ORPE Promotion Engine (M77) system control values. The promotion may be an ORPE promotion or may be an Order Administration pricing or discounting strategy that caused the selling price to be different than the offer price.

Ordered (Ordered Quantity)
Extended Price: For set items, the extended price displays for the main set item and not the component items.
Gift Wrap Charge: This field displays only if gift wrap has been defined for the item (the Gift Wrap for the order line in the Order Detail table is Y). In addition, the Gift Wrap Charge field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Reserved (Reserved Quantity)
Personalization (Special Handling): This field displays only if personalization has been defined for the item (the Add Addl Chg Code for the order line in the Order Detail table contains a value). In addition, the Personalization field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Personalization Charge (Personalization (Special Handling) Charge): This field displays only if personalization has been defined for the item (the Add Addl Chg Code for the order line in the Order Detail table contains a value).
Sold Out (Sold-Out Quantity)
Canceled (Canceled Quantity)
Printed (Printed Quantity)
Shipped (Shipped Quantity): Within an order line, shipped items are grouped by invoice number. For set items, the shipped quantity displays for the set component item and not the main set item.
Ship Date: For set items, the ship date displays for the set component item and not the main set item.
Invoice: For set items, the invoice displays for the set component item and not the main set item.
Credited (Credited Quantity): Within an order line, credited items are grouped by invoice number. For set items, the credited quantity displays for the set component item and not the main set item.
Credited Date: For set items, the credit date displays for the set component item and not the main set item.
Track Shipments (#), where # is the number of tracking numbers associated with the shipment (Tracking Number): Expand the Track Shipments drop-down field to display the tracking number(s) for the shipment that contained the item on the order line.
- For set items, the tracking number displays for the set component item and not the main set item.
- This field displays only if a tracking number is defined for the shipment. The tracking number is a live link 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, provided you have access to the World Wide Web.
- If using Narvar: If you are using the Narvar integration, the Tracking Number 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 in the Classic View online help.
  Note:
  - 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 through the Order Broker integration. The tracking link is supported for drop ship picks.
- 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.

Returned (Returned Quantity)
Return Date
Drop Ship: This field displays only if the item’s order line status is Open, and the item is flagged as a drop ship item (the Drop Ship Flag in the Order Detail table is set to D).
Brokered: This field displays only if the item’s order line status is Open, and:
- The item has been submitted to the Order Broker 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 (delivery or pickup), 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.

Expected Ship Date

Additional Order Details Panel

Edit Additional Order Details Panel

Order Number
Order Date
Order Status
Quote Origin
Alternate Order Number
Entered By
Date Entered (Entered Date)
Origin (Order Type)
Source Code
Customer Class
Order Email
Email Opt-In
User Hold Reason
Sales Representative. If the Sales Representative is changed, the Sales Representative Store is not updated automatically. You need to change the store separately.
Sales Representative Store. You must have authority to the Maintain Originating Store # During Order Maintenance (B23) secured feature to change the Sales Representative Store, otherwise the field is display-only.

Payment Information Panel

The Payment Information panel displays information for each payment method on the order. Payment methods apply across recipients.

Payment records display in ascending charge sequence, ascending payment method description sequence. The catch-all payment method displays last.

The Payment Information panel displays the following fields:

Payment Method:
- The last four digits of the credit card number displays after the payment method description in parenthesis. For example: VISA (1234). This is the CC Last 4 from the Order Payment Method table.
- The check number displays after the payment method description in parenthesis. For example: Check (12345). This is the OPM Check Number from the Order Payment Method table.
- Invalid Pay Method codes (those that do not exist in WPAY) passed in when the Order is in Error status at the header level and in a batch. are displayed in Payment Information Panel. You must have ALLOW authority to the Allow Edit or Delete of Error Orders in Modern View (J11) secured feature, otherwise orders in an error batch are display-only. The View Details and the Delete options are available from the More Options menu ().

Expiration Date: The expiration date may be zero, depending on the setting of the Require expiration date flag for the payment. For example, a gift card Card Type typically does not require an expiration date.
Amount to Charge:
- Balance displays next to the catch-all payment method on the order, indicating 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.
- Deactivated displays next to a credit card payment method that has been deactivated.

Order Totals

The Order Totals at the bottom of the page includes the following fields:

Merchandise discounts triggered by entitlement coupons are included when calculating and displaying the informational messages with the total discounts applied to the invoice.
Shipping. An exclamation point icon indicates if a Shipping Override was applied to the order. Shipping discounts triggered by entitlement coupons are included when calculating and displaying the informational messages with the total discounts applied to the invoice.
Additional Shipping
Additional Charges
Personalization (Personalization (Special Handling) Charge)
Tax
Total (Order Total)
Currency Code
Award Applied

The Order Total section displays an icon in front of each of the labels that include an ORPE discount (Merchandise and/or Shipping). This is controlled by Display Discount On Order Recap Screen (D38) system control value.

Additionally, an informational message displays below the totals for each ORPE discount type (Merchandise and/or Shipping) showing the total promotion discounts for the order.

Note:

The calculated Merchandise Discounts and Shipping Discounts are limited to discounts applied by ORPE. If additional discounts were applied based on price methods, manual price overrides, and so on, those discounts would not be reflected in the Merchandise Discounts or Shipping Discounts.

When no ORPE promotion discounts have been applied to the order, but there is a delta between the offer price and the actual selling price (due to price method discount, price overrides, and so on) an Order Discount informational message will display below the totals. The Order Discount value is a calculation of the sum of the extended offer prices for all lines, minus the total extended selling price for all lines.