Location Bulk Updates

Purpose: Use the Location Bulk Updates wizard to set the Labor Cost, the Days Open for Auto Cancel, or both, for one or more locations within a system. You can select the locations to update based on:

  • Location Type
  • Country
  • State or Province
  • Region
  • Rank

The Review step of the wizard indicates the total number of locations eligible for update. The eligible locations are not listed, and no report is produced when you submit the update, but the locations are updated automatically.

About Labor Cost: The Labor Cost for a location is used to shop an order for fulfillment or sourcing as part of the LocateItems Sequence and Splitting Examples (Standard Brokering) method when determining the cost to pick, pack, and ship an order.

About Days Open for Auto Cancel: A location’s Days Open for Auto Cancel settings are used to indicate which days of the week to exclude when calculating the Pickup By Date for a pickup or ship-for-pickup order line assigned to the location. Once the Pickup By Date has passed, the order line is eligible to be canceled by the Auto Cancel Unclaimed Pickup Orders job. See Auto-Cancel Unclaimed Orders for a discussion.

Note:

If you change a location’s Days Open for Auto Cancel settings, this does not affect the Pickup By Date that has already been assigned to any order lines for the location.

How to display this screen: Select Location Bulk Updates from the Locations Menu.

Note:

Only users with Location Bulk Updates authority can display this screen. See the Role Wizard for more information.

Specify Location Bulk Update Rule

Purpose: Use this first step in the Location Bulk Update wizard to specify the organization and system where the updates should take place. This step opens when you select Location Bulk Updates from the Locations Menu.

Fields at this screen

Field Description
Organization

The organization where the bulk updates to the Labor Cost should take place. The organization associated with the Default Shipping System defined for your user profile defaults, but you can override it. Required.

System

The system where the bulk updates to the Labor Cost should take place. Only systems associated with the selected Organization are available for selection. Required.

Completing this step:

  1. Optionally, select a different Organization for the bulk location updates.
  2. Select the System where the updates should take place.

Click Next to continue to the Define Conditions step, or click Cancel to exit the Location Bulk Updates wizard without saving your entries.

Define Conditions

Purpose: Use this second step in the Location Bulk Updates wizard to specify the criteria to use when determining which locations to update.

Adding one or more: Select one or more values from the displayed fields and then select Add. The criteria are added to the Conditions area at the top of the screen. At least one criterion is required.

Examples:

  • Select a Location Type and select Add, or
  • Select a Country and State / Province and select Add, or
  • Select a Location Type, Region, and Rank, and select Add

If you select multiple criteria, they are added automatically as And criteria, indicating that all selected criteria must be true for the location to be updated.

Adding additional criteria:

  • Select either:

    • And, indicating that all the existing criteria plus the new criteria you are adding must be true for the location to be updated, or

    • Or, indicating to update the location if either of the two sets of criteria are true

  • Select one or more value from the displayed fields and select Add. The criteria are added to the Conditions area at the top of the screen.

Examples:

  • Location Type = POS And Region = 12: Only locations whose location type is POS and are in region 12 are eligible for update
  • Location Type = POS Or Region = 12: Locations are eligible for update if their location type is POS or their region is 12

Note:

You can select just one country and state combination at a time.

Removing a criterion: Highlight the criterion in the Conditions area at the top of the screen and select Delete.

Resetting criteria: To clear the currently selected fields, select Reset.

Completing this step: Select:

  • Next to continue to the Then step.
  • Previous to return to the Define Conditions step.
  • Cancel to exit the Bulk Location Update wizard and discard your entries or changes.

Fields at this step

Field Description
And / Or

Select:

  • And to have both the new criteria you add, and the existing criteria displayed in the Conditions area at the top of the screen, apply when selecting locations eligible for update
  • Or to have either the new criteria you add, or the existing criteria displayed in the Conditions area at the top of the screen, apply when selecting locations eligible for update

These options are displayed only after you have added at least one set of criteria as conditions for update. In this case, one option is required.

At least one of the following criteria is required.
Location Type

The location type that is eligible for the update.

Country

The country where eligible locations are located.

State / Province

The state, province, or territory where eligible locations are located. You can select a state, province, or territory only if you first select a country that has a defined list of states, provinces, or territories.

Region

The region assigned to eligible locations. The region is a user-defined code. Case-insensitive; a region of New England is a match for a region of NEW ENGLAND.

Rank

The rank assigned to eligible locations. The rank is a user-defined code. Case-sensitive; a rank of ABC is not a match for a rank of abc.

Then

Purpose: Use this step to define the Labor Cost, Days Open for Auto-Cancel, or both to apply to all eligible locations.

How to display: You advance to this step by clicking Next at the Define Conditions step.

About Labor Cost: The Labor Cost for a location is used to shop an order for fulfillment or sourcing as part of the LocateItems Sequence and Splitting Examples (Standard Brokering) method when determining the cost to pick, pack, and ship an order. Your entry can be up to 19 positions, including 15 positions before the decimal and 4 positions after. It can also be 0, but cannot be a negative number, and should not include a currency symbol.

Select the Select to Update flag to make the labor cost field enterable, and then enter a labor cost to update the locations.

About Days Open for Auto Cancel: A location’s Days Open for Auto Cancel settings are used to indicate which days of the week to exclude when calculating the Pickup By Date for a pickup or ship-for-pickup order line assigned to the location. Once the Pickup By Date has passed, the order line is eligible to be canceled by the Auto Cancel Unclaimed Pickup Orders job. See Auto-Cancel Unclaimed Orders for a discussion.

Select the Select to Update flag to make the days of the week flags selectable, and then clear (unselect) any days that should not be counted as open for calculating the Pickup By Date.

Note:

The days of the week fields do not look different when you change the Select to Update flag, but are selectable after the change to that flag.

Completing this step: Select:

  • Next to continue to the Review Rule step.
  • Previous to return to the Define Conditions step.
  • Cancel to exit the Bulk Location Update wizard and discard your entries or changes.

Review Rule

Purpose: Use this step to review the Location Bulk Update criteria; the Labor Cost, Days Open for Auto-Cancel, or both to apply; the number of locations to be updated; and to accept or reject your entries or changes.

How to display: You advance to this step by clicking Next at the Then step.

Information displayed here includes:

  • the organization and system selected at the Specify Location Bulk Update Rule step
  • the Records to Update, indicating the number of locations that meet the criteria defined at the Specify Location Bulk Update Rule step and the Define Conditions step. This number of locations will be updated with the Labor Cost specified at the Then step if you select Update. If there are no locations that meet the criteria, the number 0 is highlighted in red
  • the conditions specified at the Define Conditions step
  • the Labor Cost specified at the Then step
  • the Days Open for Auto-Cancel selected at the Then step

Completing this step: Select Update to accept the criteria and Labor Cost, Days Open for Auto-Cancel, or both and update all eligible locations, or click Cancel to close the screen without submitting the update. You can also select Previous to return to the Then step.