Status Restricted Report

Purpose: Use the Status Restricted Report to generate a list of order lines with transaction history records indicating that an Order Status Update request indicated to change the status, but the update was prevented because the order line was in fulfilled status, or because the order was in canceled status, and the Restrict Reassignment of Canceled Line preference was selected.

Used for the Routing Engine module.

How to generate this report: At the Run Reports screen:

1. Click the plus sign next to the Operations folder in the left-hand navigation pane.
2. Highlight the Status Restricted Report. The center of the screen displays the related Report Options.
3. Select:
   • 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. The Data Formats defined for the organization are used on the report.
   • Order Type: Optionally, select a single order type to include on the report. Available order types are Delivery, Pickup and Ship-for-Pickup. If no order type is selected, all orders can be included on the report, regardless of type.

   • Order Status:

     Optionally, select a status of either Canceled or Fulfilled. An order line is included if it was in the selected status regardless of whether the entire order was in that status.
   • Date range: Select either:
     • Rolling Dates: One of the date ranges available from this field to include order lines that had a requested status update restricted during this range of dates. See Rolling Dates for more information; or,
     • From and To dates: Enter or select the first and last dates to include. The report includes orders that became fully or partially unfulfillable during this range of dates. The From and To dates can be the same, and can be the current date.
   • Export to PDF: Select this option to generate a PDF version of the report that you can review in a PDF viewer.
   • Export to Excel: Select this option to generate the report in .XLSX format, which you can open in a spreadsheet application.

     Note:

     You must select either Export to PDF or Export to Excel, or both.
   • Email List: Optionally, enter one or more valid email addresses, separated by semicolons (;), to receive the report.

     Note:

     If you select both Export to PDF and Export to Excel, each email recipient receives two separate emails, each with a version of the report attached.
4. Click Run Report.

For more information: See Viewing generated reports.

Language and formats: The language, date, time, and number formats on the report are from the Data Formats defined for the organization.

Truncated data? If the data in any column exceeds the allotted width, it is truncated. For example, if the customer’s email address exceeds the allotted width of that column, any additional characters beyond that width are omitted. The specific number of characters that fit in each column varies because different characters have different widths: for example, a W is wider than an I.

Contents:

• Organization Name and report title
• Report Criteria heading:
  • Order Type: If a specific order type was selected, this order type is listed; otherwise, the heading lists All.

  • Order Status: If an order status of Canceled or Fulfilled was selected, this status listed; otherwise, the heading lists All.

  • Date Range: The range of dates entered at the Run Reports screen, or calculated based on the Rolling Dates selection at the Run Reports screen or the Schedule Report window.

• Orders are grouped by status. A status of Canceled or Fulfilled is listed above the group of orders. These are the only two statuses included on the report. For lines that are in the indicated status, and had a restricted status update:

  • Request ID assigned by Order Broker.
  • Order Number assigned by the originating system.

  • Line #:

    The order line number assigned by Order Broker.

  • Item:

    The code identifying the product in the default system for the organization.

  • Description:

    The description of the product.

  • Transaction Date:

    The date for the order transaction history record created when the status update was restricted.

  • Restricted Status:

    The status that was restricted from being applied to the order line.

  • Location:

    The code and description of the location that submitted the status update request. Truncated if the code and description exceed the available space.

  • Order Type:

    Possible order types on the report are:
    • Delivery: See delivery order.
    • Pickup: See pickup order.
    • Ship For Pickup: See ship-for-pickup order

Count: The total number of order lines listed on the report for each status.

The footer on each page of the report lists:

• the date and time when the report was generated
• the current page number and total number of pages (for example, Page 1 of 6)

The Data Formats defined for the organization control the formatting of the report.

Note:

If an order had multiple restricted status updates on the same date, it is included only once on the report for that date.