Order Status Report

Purpose: Use the Order Status Report to generate a list of Order Broker orders created within a certain date range, indicating their current status.

Used for the Routing Engine module.

Selection options: Optionally, you can restrict the orders on the report by:

order type
order or line status
placed (originating) location
sourced location for a delivery, pickup, or ship-for-pickup order
pickup location for a pickup or ship-for-pickup order, if the selected organization supports ship-for-pickup orders (see Enable Ship-For-Pickup? for background)
region assigned to a location currently associated with the order
ship via on the order

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

Click the plus sign next to the Operations folder in the left-hand navigation pane.
Highlight the Order Status Report. The center of the screen displays the related Report Options.
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 have the report include only orders of that type. Otherwise, leave this field blank to include all eligible orders regardless of type.
- Order Status: Optionally, select a single order status to have the report include only orders of that status, and orders that include lines of that status if you use splitting orders. See Order and Line Statuses for background. Otherwise, leave this field blank to include all eligible orders regardless of status.
  
  Example: An order includes a line in new order status, and another line in unfulfillable status. The order-level status is open. The order is included on the report if you select any of these statuses (new order, unfulfillable, or open) as a selection criterion.
- Placed Location: Optionally, select a single location to have the report include only orders that originated in that location. Only locations associated with the selected organization are available for selection. Otherwise, leave this field blank to include eligible orders originating in all locations in the organization.
- Fulfilling Location: Optionally, select a single location to have the report include only orders that include at least one line that is currently assigned to that location for fulfillment or pickup. Only locations associated with the selected organization are available for selection. Otherwise, leave this field blank to include eligible orders regardless of where they are assigned. Note: This field is displayed only if the selected organization does not support ship-for-pickup orders. See Enable Ship-For-Pickup? for background.
- Sourced Location: Optionally, select a single location to have the report include only ship-for-pickup orders that are currently assigned to the specified location as a sourcing location. Only locations associated with the selected organization are available for selection. Otherwise, leave this field blank to include eligible orders assigned to any locations in the organization. Note: This field is displayed only if the selected organization supports ship-for-pickup orders; see Enable Ship-For-Pickup? for background.
- Pickup Location: Optionally, select a single location to have the report include only ship-for-pickup orders that are currently assigned to the specified location as a pickup location. Only locations associated with the selected organization are available for selection. Otherwise, leave this field blank to include eligible orders assigned to any locations in the organization. Note: This field is displayed only if the selected organization supports ship-for-pickup orders; see Enable Ship-For-Pickup? for background.
- Region: Optionally, select a single Region to have the report include only orders with locations assigned to that region. Regions that are assigned to locations associated with the selected organization are available for selection. The region is a user-defined field specified for a location. Because this is a user-defined field, a region entered with any trailing blank spaces is not a match for the same region entered without the trailing blanks.
  
  Note:
  You cannot generate the report based on any location fields and the region. If you select any of the location fields, the Region field becomes unselectable. Similarly, if you select a Region, the location fields become unselectable.
- Ship Via: Optionally, enter a single Ship Via to have the report include only orders that have this ship via assigned at the order level.
  
  Note:
  The ship via code is a user-defined field passed in the ship_via element in the submit order message. It is displayed on the Header tab of the Order screen. This ship via does not necessarily match the Shipping Agent, listed at the History tab of the Order screen, which is typically the ship via that actually shipped the order.
- Date range: Select either:
  - Rolling Dates: Select one of the date ranges available from this field to include orders that were created in Order Broker during this range of dates. (This date might not be the same as the Date Ordered listed at the Order Inquiry screen.) See Rolling Dates for more information on rolling date options); or,
  - From and To dates: Enter or select the first and last dates to include. The report includes orders that were created in Order Broker 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.
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 name 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: Each of the selection options entered at the Run Reports screen or the Schedule Report window is indicated here. The report lists All for each option that you did not select as a restriction.
- Order Type
- Order Status
  
  Note:
  If you selected a status as a selection criterion and the order is split, the order-level status might not match the status you selected. For example, an order includes a line in new order status, and another line in unfulfillable status. The order-level status is open. The order is included on the report if you select any of these statuses (new order, unfulfillable, or open) as a selection criterion.
- Placed Location
- Fulfill Location (listed only if the organization does not support ship-for-pickup orders)
- Sourced Location (listed only if the organization supports ship-for-pickup orders)
- Pickup Location (listed only if the organization supports ship-for-pickup orders)
- Region
  
  Note:
  See Enable Ship-For-Pickup? for background.
- Ship Via
- 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

For each order included on the report:

Order Type: Each order type starts on a new page and lists the following information for each order:
- Request ID: The request ID assigned by Order Broker to identify the order.
- Order #: The order number assigned by the originating system.
- Order Status: The current order status. See Order and Line Statuses for more information.
- Ship Via: The Ship Via code and description, separated by a hyphen, if passed in the submit order message. Up to 18 positions.
  
  Note:
  The ship via code and ship via description are user-defined fields passed in the ship_via element in the submit order message. They are displayed on the Header tab of the Order screen. This ship via does not necessarily match the Shipping Agent, listed at the History tab of the Order screen, which is typically the ship via that actually shipped the order.
- Date Created: The date when the order was created in Order Broker. This date might not be the same as the Date Ordered listed at the Order Inquiry screen. The report includes orders that were created in Order Broker within 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.
- Customer Name: The sold-to customer’s first and last name, if both were passed in the submit order message; otherwise, this is the company name. Up to 21 positions. Asterisks print if the customer has been anonymized.
- If the organization does not support ship-for-pickup orders:
  - Placed Location: the placed (originating) location code and name, separated by a hyphen (for example, 1 - Main Distribution Center).
  - Fulfilling Location: the current fulfilling location code and name, separated by a hyphen (for example, 1 - Main Distribution Center). The word Multiple indicates that the order is split across multiple fulfilling locations.
- Locations (if the organization supports ship-for-pickup orders):
  - Placed Location: the placed (originating) location code and name, separated by a hyphen (for example, 1 - Main Distribution Center). Included for a pickup order, delivery order, or ship-for-pickup order.
  - Sourced Location: the sourcing location code and name, separated by a hyphen (for example, 1 - Main Distribution Center). Included for a pickup order or ship-for-pickup order. The word Multiple indicates that the order is split across multiple sourced locations. In the case of a pickup order, the sourced location is also where the order is picked up.
  - Pickup Location: the current fulfilling location code and name, separated by a hyphen (for example, 1 - Main Distribution Center). Included for a ship-for-pickup order.
  - Shipment Location: the current sourcing location code and name, separated by a hyphen (for example, 1 - Main Distribution Center). The word Multiple indicates that the order is split across multiple sourced locations. Included for a delivery order.
Count: The total number of separate orders of the order type in Order Broker. For this report, each request ID is considered a separate order, even if they share the same order number from the originating system.

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 Date Format settings defined for the organization control the formatting of the report.