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Zone List Report

Purpose: Use the Zone List Report to identify which locations are assigned to fulfillment zones as either primary or alternate fulfilling or sourcing locations, and which locations are not assigned to any zones.

Used for the Routing Engine module.

Primary and alternate locations: When you use zone fulfillment, the Routing Engine attempts to assign delivery or ship-for-pickup orders shipping within the zone area to the locations you designate as primary for the zone. If the Routing Engine cannot assign an order within the list of primary locations, it attempts to assign the order to one of the alternate locations.

For more information: See Using Zones for Fulfillment for an overview and complete description of zone fulfillment logic, and see Fulfillment Zone Wizard for information on setting up zones.

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 Zone List 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.
    • Location: Optionally, select a single location to include only that location on the report. With this setting, the report includes zones only if that location is specified as a primary or alternate fulfilling or sourcing location. Only locations associated with the selected organization are available for selection. Otherwise, leave this field blank to include all locations in the organization.

      Note:

      The Default Unfulfillable Location is not eligible to be included on this report.
    • 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 location code and name exceed 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: If a specific originating location was selected to include on the report, this location code and name is listed; otherwise, the heading lists All.
  • Specific location? If the report is for a specific location, for each zone in the organization where the location is assigned the report lists:
    • Zone name
    • Active? This flag is set to Y if the zone is currently active; otherwise, the flag is set to N
    • Search Location Type for the zone: either Primary or Alternate
    • If the location is not assigned to any zones, it is listed under Unassigned Locations
  • All locations? If the report is for all locations, for each zone in the organization:
    • Zone name
    • Active? This flag is set to Y if the zone is currently active; otherwise, the flag is set to N
    • Location code and name, separated by a hyphen (for example, 1 - Main Distribution Center)
    • Search Location Type for the zone, either Primary or Alternate
    • Locations that are not assigned to any zones are listed under Unassigned Locations

Note:

The Default Unfulfillable Location is not included on this report.

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.