13 Order and Line Statuses

Overview: The Allow Split Order preference controls whether the lines on an Order Broker order can have different statuses.

These statuses do not apply to orders created through the Supplier Direct Fulfillment module.

In this topic:

  1. Order and Line Statuses (Splitting Preference Turned Off)
  2. Order and Line Statuses (Splitting Preference Turned On)

Order and Line Statuses (Splitting Preference Turned Off)

When the Allow Split Order preference is unselected, all order status updates apply at the order level. With this setting, the line status and the order status are always the same.

See Processing Flow for Delivery and Pickup Orders for a summary of how the Store Connect module displays statuses.

Status Description
accepted

Integrated system: The assigned fulfilling or sourcing location has sent a status update indicating it can fulfill the order. If the system is flagged to Require Status Update, a status update message indicating that the order is accepted flags the order as polled, indicating that the order should no longer be included in the fulfillments response message.

Store Connect: A store associate has accepted the new order.

canceled

The order has been canceled and does not need to be fulfilled. A status update to cancel an order can come from any location.

When the Routing Engine receives a status update indicating that an order is canceled, it sets the Poll Count for all order lines to 0.

  • If the Acknowledge Order Before Brokering preference is selected and the order is still assigned to the IN PROCESS location, the Order Broker does not attempt to find an actual fulfilling location for the order. See Acknowledge Order Before Brokering for a discussion.
  • If the status is currently canceled and the Restrict Reassignment of Canceled Line flag at the Preferences screen is selected, you cannot change the status through a status update request; however, you can still change the status at the Order screen.
fulfilled

The order has been:

  • fully shipped (delivery order)
  • picked up by the customer (pickup or ship-for-pickup order)
  • When the order status is fulfilled, you can no longer change the status through the status update request message; however, you can change it through the Order screen.
  • When the order status changes to fulfilled, the Order Broker assigns a fulfillment ID to each item. This fulfillment ID is stored in the xom_order_shipment table, and returned in the fulfillment_id tag in the status inquiry response message and the status list response message.
intransit

The location originating assigned to source a ship-for-pickup order has sent the inventory to the location where the customer will pick up the order.

intransit polled

The pickup location for a ship-for-pickup order:

  • has received the order in the intransit response message, if the system is not flagged to Require Status Update; or
  • has sent a status update request changing the status to intransit polled

Only the pickup location for a ship-for-pickup order can update the status to intransit polled. This status applies only to ship-for-pickup orders.

new_order
  • This is a new order that the Routing Engine has just created; or,
  • This is a new order that the Routing Engine and has just created and is still assigned to the IN PROCESS location if the Acknowledge Order Before Brokering preference is selected, or,
  • The order was rejected from a fulfilling or sourcing location and then reassigned to a new fulfilling or sourcing location; or,
  • This is a ship-for-pickup order that was rejected by the pickup location when the order was in intransit, intransit polled, or received status, indicating that the inventory was not delivered or was damaged and should be re-sourced, so the order was assigned to a new sourcing location, or,
  • If the system is flagged to Require Status Update, this is an order that was sent to a fulfilling or sourcing location through the fulfillments response message, but not yet updated to polled status.

Store Connect: New orders are automatically set to polled status when they are assigned to a Store Connect location.

picked

Ship-for-pickup order: The location originating assigned to source a ship-for-pickup order is preparing to transfer the inventory to the location where the customer will pick it up. This status might also be used by the location assigned to fulfill a delivery order.

Store Connect: A store associate has verified that the order has been picked. If it is a pickup order and is not under review, it is eligible for pickup, and if it is a delivery and is not under review, it is eligible for shipment.

polled

The assigned fulfilling or sourcing location has been notified of the order assignment, and the order should not be included in subsequent fulfillments response messages. Only the assigned fulfilling or sourcing location can send a status update of polled. An order is assigned this status when:

  • If the system is flagged not to Require Status Update, the assigned fulfilling or sourcing location has sent the fulfillments request and been notified of this order in the response message.
  • If the system is flagged to Require Status Update, the assigned fulfilling or sourcing location has acknowledged the order.
  • Flagging an order as polled does not necessarily require changing the order status to polled. For example, when you set the status of a ship-for-pickup order to accepted, this also serves to flag the order as polled.

Store Connect: An order first becomes visible to store associates in Store Connect when its status goes to polled. At that point, the order is first listed on the View New Orders screen in Store Connect. The Next Action displayed is Accept & Print. See Notifying Store Connect Locations about New Delivery and Pickup Orders for background.

posted

The order has been posted for Order Fulfillment through RICS Integration.

received

The transferred inventory has been received at the location where a customer is picking up a ship-for-pickup order.

rejected

The assigned fulfilling or sourcing location has sent a status update indicating it cannot fulfill the order, or the pickup location for a ship-for-pickup order indicates that the inventory for the item was not received or was damaged in transit.

  • An order ordinarily stays in rejected status briefly until the Routing Engine can find a new fulfilling or sourcing location; otherwise, the order’s status changes to unfulfillable and it is assigned to the Default Unfulfillable Location.
  • A pickup order’s status changes to unfulfillable if it is rejected. It cannot be reshopped.
  • Only the currently assigned fulfilling, sourcing, or pickup location can reject an order.

When the Routing Engine receives a status update indicating that an order is rejected, it sets the Poll Count for all order lines to 0.

unfulfillable

This is a:

  • pickup order that has been rejected by the assigned location, or
  • an order that:
    • has been rejected more times than the Search Retries preference, or
    • for which the Routing Engine could not find a fulfilling or sourcing location.

When a delivery order is unfulfillable, its assigned location changes to the Default Unfulfillable Location.

Additional statuses: The Routing Engine allows the following additional statuses if they are useful for your business processes, although it does not process any additional order updates as a result of a change to any of these statuses:

  • processed
  • verified
  • partially fulfilled

Order and Line Statuses (Splitting Preference Turned On)

Order: If the Allow Split Order preference is selected, all status updates apply to the individual order lines regardless of the order type, and the Routing Engine determines the order status by evaluating the status of the lines.

Order-level status based on line-level status(es):

  • If all of the lines on the order have the same status, apply that status at the order level; otherwise,
  • If the order lines have any combination of statuses, but at least one line is in new_order, accepted, polled, picked, intransit, intransit polled, partially fulfilled, processed, verified, or received status, the order status is open; otherwise,
  • If all the order lines are a combination of canceled or unfulfillable, the order status is unfulfillable; otherwise,
  • If all the order lines are a combination of unfulfilled, canceled, or fulfilled, the order status is complete.

Line summary status if line is split: The Detail tab at the Order screen also uses these rules to summarize the status of a split line. A line can split if the Allow Split Line preference is selected. Also, you can split a line by processing a partial status update if the Allow Partial Updates preference is selected.

See Processing Flow for Delivery and Pickup Orders for a summary of how the Store Connect module displays statuses.

If Pickup By Date was assigned: If a Pickup By Date was assigned to the order line, changing the status to any other status removes the Pickup By Date. For example, if the current status of a pickup order line was picked, changing the status to canceled or fulfilled removes the Pickup By Date. See Auto-Cancel Unclaimed Orders for background.

Status Description
accepted

The assigned fulfilling or sourcing location has sent a status update indicating it can fulfill or source the order line. If the system is flagged to Require Status Update, a status update message indicating that the order line is accepted flags the order as polled, indicating that the order line should no longer be included in the fulfillments response message.

Store Connect: A store associate has accepted the order.

canceled

The individual line has been canceled and does not need to be fulfilled. The status update to cancel a line can come from any location.

When the Routing Engine receives a status update indicating that a line is canceled, it sets the Poll Count for that line to 0.

  • If the Acknowledge Order Before Brokering preference is selected and the item is still assigned to the IN PROCESS location, the Order Broker does not attempt to find an actual fulfilling location for the item. See Acknowledge Order Before Brokering for a discussion.
  • If the status is currently canceled and the Restrict Reassignment of Canceled Line flag at the Preferences screen is selected, you cannot change the status through a status update request; however, you can still change the status at the Edit Order Item window.
complete

Order or line summary status: The status of the lines on the order is a combination of unfulfillable or canceled and fulfilled. The Order screen also displays a completed status for a line at the summary level if the line is split into this combination of statuses. If none of the lines are fulfilled, then the order or line summary status is unfulfillable.

Note:

This is a system-assigned status; it is not possible to assign this status to an order or line.
fulfilled

The line has been:

  • fully shipped (delivery order)
  • picked up by the customer (pickup or ship-for-pickup order)
  • When the line status is fulfilled, you can no longer change the status through the status update request message; however, you can change it through the Edit Order Item window.
  • When the order status changes to fulfilled, the Order Broker assigns a fulfillment ID to each item. This fulfillment ID is stored in the xom_order_shipment table, and returned in the fulfillment_id tag in the status inquiry response message and the status list response message.
intransit

The location assigned to source a ship-for-pickup order has sent the inventory to the location where the customer will pick up the order.

intransit polled

The pickup location for a ship-for-pickup order line:

  • has received the order line in the intransit response message, if the system is not flagged to Require Status Update; or
  • has sent a status update request changing the status to intransit polled

Only the pickup location for a ship-for-pickup order can update the status to intransit polled. This status applies only to ship-for-pickup orders.

new_order

Indicates that:

  • this is a new line that the Routing Engine has just created; or,
  • this is an item on a new order that the Routing Engine and has just created and is still assigned to the IN PROCESS location if the Acknowledge Order Before Brokering preference is selected, or,
  • the line was rejected from a fulfilling or sourcing location and then reassigned to a new fulfilling or sourcing location; or,
  • This is a ship-for-pickup order that was rejected by the pickup location when the order was in intransit, intransit polled, or received status, indicating that the inventory was not delivered or was damaged and should be re-sourced, so the order was assigned to a new sourcing location, or,
  • If the system is flagged to Require Status Update, this is a line on an order that was sent to a fulfilling or sourcing location through the fulfillments response message, but not yet updated to polled.

Store Connect: A new order’s status automatically changes to polled, and the order is listed on the New Orders screen in Store Connect. See Notifying Store Connect Locations about New Delivery and Pickup Orders for background.

open

Order or summary status only: At least one line on the order is in new_order, accepted, polled, picked, intransit, intransit polled, partially fulfilled, processed, verified, or received status. The Order screen also displays an open status for a line at the summary level if the line is split into this combination of statuses.

Note:

This is a system-assigned status; it is not possible to assign this status to an order or line.
picked

Ship-for-pickup order: The location assigned to source a ship-for-pickup order line is preparing to transfer the inventory to the location where the customer will pick it up. This status might also be used by the location assigned to fulfill a delivery order.

Store Connect: A store associate has verified that the order has been picked. If it is a pickup order and is not under review, it is eligible for pickup, and if it is a delivery and is not under review, it is eligible for shipment.

Pickup By Date assignment: If the organization is configured to Auto-Cancel Unclaimed Orders, a Pickup By Date is automatically assigned when a line’s status changes to picked if the order type is pickup, or if the order type is ship-for-pickup and the sourcing location is the same as the pickup location. See Auto-Cancel Unclaimed Orders for background.

polled

The assigned fulfilling or sourcing location has been notified of the order line assignment, and the line should not be included in subsequent fulfillments response messages. Only the assigned fulfilling or sourcing location can send a status update of polled. A line is assigned this status:

  • If the system is flagged not to Require Status Update, the assigned fulfilling or sourcing location has sent the fulfillments request and been notified of this line in the response message.
  • If the system is flagged to Require Status Update, the assigned fulfilling location has acknowledged the line.
  • Flagging a line as polled does not necessarily require changing the order status to polled. For example, when you set the status of a pickup or delivery order to accepted, this also serves to flag the line as polled.

Store Connect: New orders are automatically set to polled status when they are assigned to a Store Connect location. See Notifying Store Connect Locations about New Delivery and Pickup Orders for background.

posted

The order has been posted for Order Fulfillment through RICS Integration.

received

The transferred inventory for an order line has been received at the location where a customer is picking up a ship-for-pickup order.

Pickup By Date assignment: If the organization is configured to Auto-Cancel Unclaimed Orders, a Pickup By Date is automatically assigned when a line’s status changes to received if the order type is ship-for-pickup and the sourcing location is different from the pickup location. See Auto-Cancel Unclaimed Orders for background.

rejected

The assigned fulfilling or sourcing location has sent a status update indicating it cannot fulfill the order line, or the pickup location for a ship-for-pickup order indicates that the inventory for the item was not received or was damaged in transit.

  • A delivery or ship-for-pickup order line ordinarily stays in rejected status briefly until the Routing Engine can find a new fulfilling or sourcing location; otherwise, the line’s status changes to unfulfillable and it is assigned to the Default Unfulfillable Location.
  • A pickup order line’s status changes to unfulfillable if it is rejected.
  • Only the currently assigned fulfilling, sourcing, or pickup location can reject an order line.

When the Routing Engine receives a status update indicating that a line is rejected, it sets the Poll Count to 0.

unfulfillable

This is a line on a:

  • pickup order and it has been rejected by the assigned location, or
  • delivery or ship-for-pickup order and:
  • it has been rejected more times than the Search Retries preference, or
  • the Routing Engine could not find a fulfilling or sourcing location for the line.

When a delivery or ship-for-pickup order is unfulfillable, its assigned fulfilling or sourcing location changes to the Default Unfulfillable Location.

Order or line summary status: All of the lines on the order are a combination of canceled and unfulfillable. The Order screen also displays an unfulfillable status for a line at the summary level if the line is split into this combination of statuses.

Additional statuses: The Routing Engine allows the following additional statuses if they are useful for your business processes, although it does not process any additional order updates as a result of a change to any of these statuses:

  • processed
  • verified
  • partially fulfilled