Edit Order Broker Preference Override
Purpose: Use the Edit Order Broker Preference Override screen to review or update preference overrides that apply to an order type and originating system. In the case of a delivery or ship-for-pickup order, the Routing Engine also uses the override only if the Express setting is consistent with the carrier on the order.
For more information: See the Order Broker Preference Overrides screen for a discussion.
Used for the Routing Engine module.
How to display this screen: Click the edit icon () for an override at the Order Broker Preference Overrides screen.
- Available if Use Routing Engine is selected at the Tenant screen.
- Only users with Order Broker Preferences Overrides authority can display this screen. See the Role Wizard for more information.
- If Use Weighted Brokering Rules is selected at the Preferences screen, the Weighted Percentages are displayed; otherwise, the fields from the Standard Brokering tab at the Preferences screen are displayed.
- If the Edit Order Broker Preference Override screen was already open in another tab when you clicked the edit icon, you advance to this screen with the previously-selected override displayed.
Pickup location preferences: When the Routing Engine receives a web service request searching for locations that could fulfill a pickup order:
- If Use Weighted Brokering Rules is unselected: The LocateItems response uses Standard Brokering rules from the Preferences screen, while the Product Availability response lists the locations in order of proximity.
- If Use Weighted Brokering Rules is selected: Both the LocateItems response and the Product Availability response list the locations in order of proximity.
Note:
Because the Standard Brokering Rules never apply to searches for pickup orders when Use Weighted Brokering Rules is selected, the Browse Order Broker Preference Override window does not display any preference rules for a pickup order type. Although you can work with the Standard Brokering Rules at the Edit Order Broker Preference Override screen, these settings are never used if you use weighted brokeringUpdating override settings
To set up an override from the default Preference settings:
- Unselect the Inherit from Order Broker Preferences flag to make the remaining fields enterable.
- Edit the preference settings. See the Fulfillment Tab at the Preferences screen for background.
- Select Save when you are done.
Set back to inheriting defaults: To change the override to go back to the default preference settings, select the Inherit from Order Broker Preferences flag and select Save.
Fields at this screen
Field | Description |
---|---|
Informational fields: | |
Organization |
The organization associated with the originating system. Display-only. The organization code and name are displayed, separated by a hyphen (-). |
Originating System |
The system originating the order or the product search request subject to the override. Display-only. The system code and description are displayed, separated by a hyphen (-).
|
Order Type |
The order type subject to the override. Possible order types are:
The Routing Engine determines the order type for an override based on:
|
Express Carrier |
Indicates whether an order needs to use an express carrier to be subject to the override. Display-only. Possible settings are:
|
Order Broker Preference Override | |
Inherit from Organization and Preferences |
Possible settings:
|
For more information: For a discussion on the following fields, see the Standard Brokering Tab in the Preferences help topic. Note: The following fields, which control standard brokering, are displayed only if Use Weighted Brokering Rules is not selected at the Preferences screen; otherwise, the fields from the Weighted Brokering Tab are displayed. |
|
Proximity |
See Proximity. |
On Hand Count |
See On Hand Count. |
Location Priority |
See Location Priority. |
Last Order Assigned |
See Last Order Assigned. |
Sales Velocity Rank |
See Sales Velocity Rank. |
Weighted
Percentages Displayed only for delivery or ship-for-pickup orders, and only if Use Weighted Brokering Rules is selected at the Preferences screen. |
|
Labor Cost |
See Labor Cost. |
Gross Margin |
See Gross Margin. |
Proximity |
See Proximity. |
On Hand Count |
See On Hand Count. |
Sales Velocity |
See Sales Velocity. |
Priority |
See Priority. |
Total Weights |
See Total Weights. |