Edit Order Item

Purpose: Use the Edit Order Item window to view the details and activity of an item on an order, or update the item’s status, or fulfilling or sourcing location.

Used for the Routing Engine module.

How to display this window: Click the edit icon () for an item at the Details tab of the Order screen.

Note:

Available if Use Routing Engine is selected at the Tenant screen. You advance to this window only if you have Order Maintenance authority and the Use Split Order preference is selected; otherwise, you advance to the Browse Order Item window.

Options at this window

Option	Procedure
update the status of an order line	Select the new status from the Line Status field for each line you want to change. If the Allow Partial Updates preference is selected, the Quantity field becomes enterable. Optionally, enter a different quantity to process a partial status update. Click Save. Note: You can change the status of a canceled line here regardless of whether the Restrict Reassignment of Canceled Line preference is selected. Status change restrictions: You cannot change the status of a fulfilled line on a ship-for-pickup order to rejected; instead, you can change the sourcing location if the status was incorrectly set to fulfilled. When you select a status from the Line Status field for a delivery order, the fulfilling location field for that line becomes display-only. Similarly, when you select a status from the Line Status field for a ship-for-pickup order, the sourcing location field for that line becomes display-only. In order to change both the line’s status and its fulfilling or sourcing location, complete 1 update and then return to the Order screen to complete the other update. If the Allow Partial Updates preference is selected and you change the Quantity, you cannot enter a quantity of zero or a number that exceeds the current quantity; also, you cannot change a partial quantity to polled or new_order status. You cannot change the status of a full or partial order line to open or complete, since these are system-assigned statuses. Updates: When you change the line status to new_order, canceled, or fulfilled, the Polled Count for the order line is reset to 0. When you change the line or quantity status to rejected: delivery order: The Routing Engine reassigns the line or quantity and changes the status to new_order if another eligible location exists and if the Search Retries limit hasn’t been reached; otherwise, the Routing Engine changes its status to unfulfillable. There may be a brief delay before the update is applied. When you use RICS order fulfillment, rejecting a line on a delivery order triggers a release reservation request for the prior location and a new fulfillment order request for the new location to RICS. See Order Fulfillment through RICS Integration for more information. pickup order: The Routing Engine changes the status to unfulfillable. ship-for-pickup order: The Routing Engine reassigns the line or quantity to a different sourcing location, and changes the status to new_order if another eligible sourcing location exists and if the Search Retries limit hasn’t been reached. For a ship-for-pickup order, a rejected status update generally indicates that the inventory was not received from the sourced location, or that it was defective. There may be a brief delay before the update is applied. If Auto-Cancel Unclaimed Orders is enabled, a status change on a ship-for-pickup order or pickup order can update the Pickup By Date based on the related settings from the Fulfillment tab of the Preferences screen; for example, changing the status from picked to canceled, rejected, or fulfilled clears the Pickup By Date. See Auto-Cancel Unclaimed Orders for more information on the rules that control setting the Pickup By Date when you have auto-cancel configured. A status change can update the reserved quantity for the product location, depending on the setting of the Include Reserved flag for the system and any Reserved Statuses for the system. See the System screen for more information. Order Broker decreases the quantity of the current line and creates a new order line in the specified status if you process a partial status update. Order Broker tracks the status history. See the History tab. The status of the order might also change, depending on its current status. See order status. For more information: See Order and Line Statuses (Splitting Preference Turned On) for more information on automatic status updates for orders fulfilled through Store Connect.
update the shipment or sourced location for an item on a delivery or pickup order	Select the new fulfilling location. Click Save. Which locations are available for selection? The dropdown list includes each location that supports the type of order: For a delivery order, the location must be flagged as Delivery Available. You cannot select: Any location where the line was previously assigned, even if it no longer supports the type of order. The IN PROCESS location. See the Acknowledge Order Before Brokering preference for background. Note: The window does not prevent you from selecting a location: where the item is not available. If you do so, and if the Include Reserved flag is selected at the System screen, Order Broker creates a new record of the product location. that is not associated with the zone for the order’s shipping location if you use zone fulfillment. Restrictions: You cannot change the fulfilling location for a pickup order. When you select a location from the fulfilling location field for a delivery order, the Line Status field becomes display-only. In order to change both the line’s status and its fulfilling location, complete one update and then return to the Order screen and select the Edit icon again to complete the other update. Updates: If you select the default unfulfillable location, the status of the order changes to unfulfillable. Order Broker tracks the location assignment history. See the History tab. If the system is configured to track reserved quantity and the line is in an applicable status, Order Broker updates the reserved quantity for the product location or creates the product location if it does not already exist. Otherwise, Order Broker does not create or update a product location. When you use RICS order fulfillment, changing the fulfilling location for a line on a delivery order triggers a release reservation request for the prior location and a new fulfillment order request for the new location to RICS. See Order Fulfillment through RICS Integration for more information.
update the sourced location for a ship-for-pickup order	Select the new sourcing location. Click Save. Which locations are available for selection? The dropdown list includes each location that is flagged as Ship For Pickup Sourcing Available. You cannot select: Any location where the line was previously assigned. The IN PROCESS location. See the Acknowledge Order Before Brokering preference for background. When you select a new sourcing location, the Line Status field becomes display-only. In order to change both the line’s status and its sourcing location, complete one update and then return to the Order screen and select the Edit icon again to complete the other update. Note: The window does not prevent you from selecting a location: where the item(s) are not available. If you do so, and if the Include Reserved flag is selected at the System screen, Order Broker creates a new record of the product location(s). that is not associated with the zone for the order’s shipping location if you use zone fulfillment.
update the Pickup By Date for a pickup or ship-for-pickup order	Enter the new Pickup By Date. Click Save. This option is available only if the Auto-Cancel Unclaimed Orders option is enabled, and the order line is in a status indicating that it is ready for pickup: Picked, if the order type is pickup, or if the order type is ship-for-pickup and the sourcing location is the same as the pickup location; otherwise, Received, if the order type is ship-for-pickup, and the sourcing location is different from the pickup location. In this situation, the line is not eligible for pickup until the sourcing location has transferred the inventory to the pickup location, and the pickup location has received it. In this case, the Pickup By Date is required, and must be in the future. For a pickup order assigned to a Store Connect location, a new Pickup Ready Reminder to Customer (Pickup Order) email is generated, indicating the new Pickup By Date.

Fields at this window

Fields	Description
Order Number	See Order Number. Display-only.
Requesting System Line Number	The line number identifying the order line in the requesting location. From the line_item_no passed in the submit order message. A single line from the requesting system can create multiple order lines in Order Broker if the Allow Split Line preference is selected. Display-only.
Line #	The line number of the item on the order in Order Broker. Display-only. How might the line numbers be different? It is possible for the line number, requesting system line number, and original line number to differ; for example: Split by the Routing Engine: The Routing Engine assigns the order to location A, and then Location A rejects the order The Routing Engine assigns half the quantity to location B, and half to location C. Result: the quantity in location B is now line #1; the quantity in location C is now line # 2 Partial status update: The entire quantity of 5 was originally assigned to location A, but location A rejected 3 units. Result: the quantity in location A is now line #1; the rejected quantity, now reassigned or unfulfillable, is now line #2 Different line numbers even if not split: It is possible for the Order Broker line number and requesting system line number to differ if, for example, the requesting system sends line 20 of a multi-line order to Order Broker (Requesting system line number); when the Routing Engine creates the order, it assigns a line number of 1 because it is the only order line received from the requesting system. Line numbers might not be consecutive: If the Routing Engine splits a line or receives a partial status update, the line numbers assigned in Order Broker to the split lines might not be consecutive. For example, a system sends 3 lines, which produce lines 1, 2, and 3. Subsequently, the Routing Engine receives a partial update for line 1 and creates line 4 for the quantity in the updated status.
Original Line #	The line number in Order Broker from which this line was split. Set to 0 if the line was not split after initial order creation. Display-only.
Item #	The system product code for the user’s Default Shipping System. If the user’s Default Shipping System is not in the organization associated with the order, the system product code for the fulfilling or sourcing location is displayed. Up to 26 positions. Display-only. No item #? If your user ID is not assigned a Default Shipping System at the User Profile Configuration screen, the Item # might not be displayed here.
Item Description	The name of the product. Display-only.
Line Status	See Order and Line Statuses for a listing of possible statuses, and see update the status of an order line, above, for instructions on updating a status, including information on processing a partial status update if the Allow Partial Updates preference is selected.
(Field label varies depending on the type of order)	Shipment = The location that ships a delivery order to the customer. This location might have been specified by the placed (originating) location, or selected by the Routing Engine based on the rules set up at the Preferences screen. Pickup = The location a customer selected to pick up a pickup order. In this case, the field is display-only. Sourced = The location that transfers the inventory for a ship-for-pickup order to the pickup location. The sourcing location might have been specified by the placed (originating) location, or selected by the Routing Engine based on the rules set up at the Preferences screen. See update the shipment or sourced location for an item on a delivery order or update the sourced location for a ship-for-pickup order above for instructions on updating the assigned location. Note: If the location previously supported this order type and is now flagged at the Preferences screen to no longer support it, no location is displayed here.
Pickup By Date	The last date when the customer can pick up a pickup or ship-for-pickup order line before the line is automatically canceled by the Auto Cancel Unclaimed Pickup Orders job. The Pickup By Date is assigned automatically when the order line is first eligible for pickup, based on the settings at the Fulfillments tab of the Preferences screen, but the date can be overridden through a web service message or at a screen. This field is available only if the Auto-Cancel Unclaimed Orders option is enabled, and the order line is in a status indicating that it is ready for pickup: Picked, if the order type is pickup, or if the order type is ship-for-pickup and the sourcing location is the same as the pickup location; otherwise, Received, if the order type is ship-for-pickup, and the sourcing location is different from the pickup location. In this situation, the line is not eligible for pickup until the sourcing location has transferred the inventory to the pickup location, and the pickup location has received it. In this case, the Pickup By Date is required, and must be in the future. For a pickup order assigned to a Store Connect location, a new Pickup Ready Reminder to Customer (Pickup Order) email is generated, indicating the new Pickup By Date. See Auto-Cancel Unclaimed Orders for background and more information.
Quantity	The quantity that is currently assigned to the fulfilling, pickup, or sourcing location. This quantity might be different from the Original quantity if: the Allow Split Line preference is selected, and the Routing Engine split the line across multiple locations after it was initially rejected by the first location, or the Allow Partial Update preference is selected, and the Routing Engine split the line because a location processed a partial status update. This field is enterable if the Allow Partial Updates preference is selected and you specify a different Line Status. In this case, you can apply the new status to the entire line quantity, or process a partial status update. See update the status of an order line, above, for instructions.
Original Quantity	The quantity of the item that was originally assigned to the fulfilling, sourcing, or pickup location. See the Quantity field, above, for a discussion. Display-only.
Fulfilled Quantity	The quantity of the item shipped to the customer (delivery order) or picked up by the customer (pickup order or ship-for-pickup order). Updated when the Routing Engine receives a status update message indicating that the new item status is fulfilled. Display-only.
Price	The amount the customer paid for the item, preceded by the symbol of the currency on the order. The screen displays a 2-position decimal, although the database stores 4 positions. If no amount was passed from the originating system, the amount indicated is 0. Display-only.
Tax	The total tax amount for this order line, as passed in the SubmitOrder message. Preceded by the symbol of the currency on the order. Display-only. Prorating tax for split lines: If a line splits, the tax amount is prorated across the split lines. This prorating can result in a rounding discrepancies of a few pennies. Example: The total tax amount for 3 units is $1.00. If the line is split across 3 locations, the tax amount for each location is $.33, resulting in a rounding discrepancy of a cent. Multiple tax amounts? If multiple tax amounts are included (for example, GST and PST), the total tax amount is saved in the xom_item table and displayed here.
Ext. Price	The price of the item times the current quantity, preceded by the symbol of the currency on the order. The screen displays a 2-position decimal, although the database stores 4 positions. If no amount was passed from the originating system, the amount indicated is 0. Display-only.
Status Date	The last date and time when the status of the order changed. Display-only.
Polled Count	Indicates the number of times the fulfilling or sourced location has sent a fulfillments message for information on assigned delivery orders, or the pickup location has sent an intransit message for information on assigned ship-for-pickup orders, and the Routing Engine has responded with a message that included this order line. Polled status updates: This counter is used only if the requesting location’s system has the Require Status Update flag at the System screen selected; otherwise, the Routing Engine sets the poll count to 1 when it receives the fulfillment request message, and sets the status to polled . See Require Status Update for Assigned Orders? for a discussion. Resetting the polled count: Changing the status of an order or order line to new_order, canceled, or fulfilled resets the polled count to 0. Intransit status updates for ship-for-pickup orders: When the sourcing location updates the status of a ship-for-pickup line to intransit, the Polled Count is set to 0. Then when the assigned pickup location sends an intransit message, the Polled Count is reset to 1. This counter is used for ship-for-pickup orders if the Require Status Update flag is selected for the system. Resetting the polled count: Changing the status of an order or order line to new_order, canceled, or fulfilled resets the polled count to 0.