Schedule Report

Purpose: Use the Schedule Report window to create or change a schedule for a Drop Ship or Operations (Routing Engine) report.

Fields can vary: The fields available at this screen vary depending on the report, and are described in the field descriptions below.

Creating multiple schedules for a report: You can create multiple schedules for a single report. For example, you might want to generate reports of open orders assigned to different fulfilling locations, and send the reports by email to different staff members.

Time zone: The dates and times are based on the retailer’s time, which may be different from your local time zone.

How to display:

Create a new schedule at the Schedule Reports screen, or
Select the edit icon () for an existing schedule at the Schedule Reports screen

Note:

You can also review a summary of the report schedule by moving the cursor over the active (

) or inactive (

) icon at the Schedule Reports screen.

Creating or editing a schedule: Enter or change the information at this window and click Save. See the field descriptions below for more information.

Fields at this window

Fields	Description
Report Name	Drop Ship report: Invoice Detail Report PO Item Status Report Vendor Aging Detail Report Vendor Aging Summary Report Operations (Routing Engine) report: Auto Cancel Report Location Import Errors Report Order Status Report Product Barcode Import Errors Report Product Import Errors Report Status Restricted Report Unfulfillable Report Zone List Report
Schedule Name	Enter a name to describe the schedule you have created so that Order Broker can generate the report on a periodic basis, using the settings from the Schedule Report window. The schedule name can be up to 50 positions and can include special characters and spaces. Required. You can create multiple schedules for a single report, with each schedule using different settings and running on different days of the week or at different times, and sent to different email distribution lists.
Report Options Not all options are available for all reports. The field listings below indicate which reports use each option. Required fields are indicated with a red asterisk (*).
Organization	The organization to include on the report. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default. Required for all Operations reports. Used for: All reports. Required for all.
Order Type	Optionally, select the order type to include on the Order Status Report, or leave this field blank to include all order types on the report. Note: The order types available for selection vary, depending on whether the selected organization supports ship-for-pickup orders. See Enable Ship-For-Pickup? for background. Used for: The Order Status Report, the Auto Cancel Report, and the Status Restricted Report.
Order Status	Optionally, select the order status to include orders with this status on the order level or line level on the Order Status Report, or leave this field blank to include all statuses on the report. If you use splitting orders, the report also includes orders that have lines in this status. Example: An order includes a line in new order status, and another line in unfulfillable status. The order-level status is open. The order is included on the report if you select any of these statuses (new order, unfulfillable, or open) as a selection criterion. Used for: The Order Status Report and the Status Restricted Report.
Placed Location	Optionally, select the placed location to include on the Order Status Report or the Unfulfillable report, or leave this field blank to include all placed (originating) locations on the report. Only locations associated with the selected Organization are available for selection. Applies to any order type. Used for: The Order Status Report and the Unfulfillable Report.
Sourced Location	Optionally, select the sourcing location to include on the Order Status Report or the Unfulfillable report, or leave this field blank to include all sourced locations on the report. Only locations associated with the selected organization are available for selection. Used for: The Order Status Report and the Unfulfillable Report.
Pickup Location	Optionally, select the pickup location to include on the Order Status Report or the Unfulfillable report, or leave this field blank to include all pickup locations on the report. Only locations associated with the selected organization are available for selection. Applies to pickup or ship-for-pickup orders. Used for: The Order Status Report, the Unfulfillable Report, and the Auto Cancel Report.
Location	Optionally, select the location (primary or alternate) to include on the Zone List Report, or leave this field blank to include all locations on the report. Used for: The Zone List Report and the Status Restricted Report.
Region	Optionally, select the region to include on the Order Status Report, or leave this field blank to include all regions, and locations without an assigned region, on the report. About regions: The region is a user-defined field specified for a location. Prompt on this field to select from a list of all regions currently assigned to locations in the selected organization. Used for: The Order Status Report and the Auto Cancel Report.
Note: You cannot generate a report based on any location fields and region. If you select any of the location fields, the Region field becomes unselectable. Similarly, if you select a Region, the location fields become unselectable.
Ship Via	Optionally, enter the ship via to include on the Order Status Report, or leave this field blank to include all orders on the report regardless of the assigned ship via. About ship vias: The ship via code is a user-defined field passed in the `ship_via` element in the submit order message. It is displayed on the Header tab of the Order screen. Used for: The Order Status Report.
Vendor	Optionally, select a vendor to restrict the report to purchase orders or invoices for that vendor, or leave this field blank to include all purchase orders or invoices on the report regardless of the vendor. Vendors that have been anonymized are listed as asterisks. Used for: All Drop Ship reports.
Brand	Optionally, select a brand to restrict the report to purchase orders for that brand, or leave this field blank to include all purchase orders regardless of the brand. Used for: The PO Item Status Report, Vendor Aging Detail Report, and the Vendor Aging Summary Report.
Line Status	Optionally, select a purchase order line status to restrict the report to purchase orders that include lines that are currently in that status, or leave this field blank to include all purchase orders regardless of line status. When you generate the PO Item Status Report, selection options include any line status, including Shipped and Canceled; however, when you generate the Vendor Aging Detail Report or the Vendor Aging Summary Report, only open (Held, In Process, or New Order) statuses are available for selection. Used for: The PO Item Status Report, Vendor Aging Detail Report, and the Vendor Aging Summary Report.
Invoice Status	Optionally, select an invoice status to restrict the report to invoices that are currently in that status, or leave this field blank to include all invoices on the report regardless of status. Used for: The Invoice Detail Report.
How dates control the orders to include on reports: Selection is based on the date range as follows: Auto Cancel Report: the most recent date when a line on the order was canceled Product Barcode Import Errors Report, Product Import Errors Report, and Location Import Errors Report: the date when the import error occurred Note: Import errors that occurred on earlier dates are available to include on the Location Import Errors Report, Product Import Errors Report, and Product Barcode Import Errors Report only if they have not been cleared based on the Days to keep errors setting for the Product Import at the Schedule Jobs screen. See that screen for more information. Order Status Report: the date when the order was created Status Restricted Report: the date when the request to change the order line status was received, and the transaction history record was created. Unfulfillable Report: the date when the order or line became unfulfillable PO Item Status Report: the `po_entered_date` specified in the CreateDSOrder message. This may not be the same as the date when the purchase order was sent to Order Broker. Invoice Detail Report: The invoice date specified by the vendor. This may not be the same as the date when the vendor created the invoice. Vendor Aging Detail Report: the current due date for the purchase order line. If the vendor has revised the due date, the revised date is used. Vendor Aging Summary Report: the current due date for the purchase order line. If the vendor has revised the due date, the revised date is used.
Rolling Dates	About rolling dates: When you select a rolling date option, Order Broker calculates the dates to include. See Rolling date options for details. Used for: The Auto Cancel Report, Product Barcode Import Errors Report, Product Import Errors Report, Location Import Errors Report, Order Status Report, Status Restricted Report, Unfulfillable Report, PO Item Status Report, Vendor Aging Detail Report, Vendor Aging Summary Report, and Invoice Detail Report.
Export to PDF	Leave this flag selected to generate a PDF version of the report in a PDF viewer. Required if you do not select Export to Excel. You can export to PDF, export to CSV for a spreadsheet application, or export to both. Used for: All reports.
Export to Excel	Select this flag to generate an .XLSX version of the report that you can open in a spreadsheet application. Required if you do not select Export to PDF. You can export to PDF, export CSV for a spreadsheet application, or both. Used for: All reports.
Email List	Optionally, enter one or more email addresses to receive the generated report as an email attachment. Must be in the format of name@host.ext. If you select both the Export to PDF and Export to Excel flags, each email address receives two separate emails, each with one of the selected export formats attached. See the Generated report email for an example and more information. Separate each email address with a semicolon (;). Your entries can be up to 255 positions in total. The summary window available at the Schedule Reports screen displays the word Multiple if there is more than one email address listed for a report schedule. If your email server blocks the PDF or XLSX files as suspicious attachments, the files could be renamed as Untitled.dat. You can save the file and assign it the correct extension (PDF or XLSX), or you can request that your system administrator add the Order Broker server to an allow list so that the attachments are no longer blocked.
Schedule Interval Use these fields to specify whether to run a report automatically using the selected settings, and the day(s) and time(s) when the report should run. For an existing schedule, the last time you updated the schedule and the last time the report was run are displayed at the bottom of the window.
Activate Schedule	Select this field to activate the schedule so that Order Broker will generate the report at the selected day(s) and time(s), or leave this field unselected if you do not want to have Order Broker generate the report according to this schedule. You can also activate a schedule by clicking the inactive icon () at the Schedule Reports screen, or deactivate a schedule by clicking the active icon () at the Schedule Reports screen. Locale: The current locale used to control the language displayed on screens and in reports is indicated to the right of this field. The default locale is en (English). Contact your Oracle representative for information on changing the locale.
Day of Week	Select each day of the week when Order Broker should automatically generate the report using the selected settings. At least one day is required when you set up a schedule, although you do not need to activate the schedule.
Note: The dates and times are based on the retailer’s time, which may be different from your local time zone.
Time	Enter one or more times, in HH:MM (24-hour) format when the report should run on each of the selected days of the week. The hour and minute entries should be zero-filled so they are each 2 positions: for example, `08:01` rather than `8:01`. Separate multiple times with a comma but no space: for example, `08:00,12:00,18:00`. At least one time is required, although you do not need to activate the schedule.
Last Updated	The most recent date and time when the report schedule was updated, or the date the schedule was created if it has never been updated. Format is based on the settings at the User Profile Configuration screen. The user ID of the person who created the schedule is to the right.
Last Run	The most recent date and time when Order Broker generated the report using the selected settings. Format is based on the settings at the User Profile Configuration screen.