Order Broker Preference Overrides

Purpose: Use this screen to work with overrides to the Order Broker Settings for your organization, set up at the Preferences screen. These preference settings control the ranking of fulfilling or sourcing locations for order assignment, or the sort order of fulfilling or sourcing locations returned in the locate items message.

Example: You can have the Routing Engine rank locations for a pickup request based first on proximity, while it ranks locations for a delivery request based first on available quantity.

Criteria that you can override:

If weighted brokering is not enabled: If the Use Weighted Brokering Rules setting at the Preferences screen is not selected at the Preferences screen, the settings you can override are the Order Broker criteria of Proximity, On Hand Count, Location Priority, Last Order Assigned, and Sales Velocity. The Routing Engine uses these criteria when selecting the fulfilling or sourcing location for an order or responding to a locate items or product availability request.
If weighted brokering is enabled: If the Use Weighted Brokering Rules setting at the Preferences screen is selected, the settings you can override are the Order Broker criteria of Labor Cost, Gross Margin, Proximity, On Hand Count, Sales Velocity, and Priority. The Routing Engine uses these criteria when selecting the fulfilling or sourcing location for an order or responding to a locate items or product availability request.

For more information: See the Fulfillment Tab at the Preferences screen for background.

Inherit from Preferences? This screen displays all possible overrides, which are created automatically when you create and set preferences for systems that can originate orders; however, each is set, by default, to inherit the settings from the Preferences screen. Changing an override is optional, and unless you make a change, the Routing Engine uses the default preference settings. If you do change an override, you can change it back to the default settings at any time.

Types of overrides: There is a separate override available for each combination of order type, originating system, and express carrier setting:

order type or search type of Delivery, Pickup or Ship For Pickup
Indicates how the order should be fulfilled: shipped directly to the customer (delivery order), picked up at a specified location (pickup order), or transferred from a sourcing location to a pickup location (ship-for-pickup order)
Based on:
- the order type specified in the SubmitOrder request for a new order
- the order type assigned to an existing delivery or ship-for-pickup order that is rejected by the fulfilling, sourcing, or pickup location, so that the Routing Engine searches for another location
- the fulfillment type specified for a locate items or product availability request
originating system:
- This is the system that originally submits the order; or, in the case of the locate items message, this is the system submitting the search request.
- The Routing Engine always uses the override setting for the originating system when routing an order, even if the order has been rejected, and it is finding another fulfilling location (“reshopping” the order).
  
  Note:
  There is no override available for the default vendor system, since this system never originates orders, locate items requests, or product availability requests to the Routing Engine.
Express carrier:
- Based on the Express setting for the carrier on a delivery or ship-for-pickup order.
- If there is no carrier specified in the SubmitOrder message for a delivery or ship-for-pickup order, the Routing Engine uses the override setting based on the Express setting for the Default Carrier specified at the Preferences screen. The default carrier’s setting also applies for locate items and product availability requests with fulfillment types of DELIVERY or SHIPFORPICKUP.
  
  Note:
  The option to condition by express carrier does not apply to a pickup order.

Summary of possible combinations per system: For each system in the organization that can submit sales orders, the following override combinations are created automatically with the settings inherited from the Preferences screen:

Delivery, Express carrier
Delivery, not Express carrier
Pickup
Ship-for-pickup, Express carrier
Ship-for-pickup, not Express carrier

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 brokering.

Vendor system? Since the default vendor system cannot submit sales orders or search for product availability, it does not have preference overrides.

Store Connect system? Typically, overrides set for the Store Connect system are not used, since Store Connect does not create orders.

Used for the Routing Engine module.

How to display this screen: Select Preference Override from the Home Screen or from the Locations Menu. You must complete the Preferences screen for an organization before you can work with overrides.

Note:

Available if Use Routing Engine is selected at the Tenant screen.
You can work with preference overrides only if you have completed the Preferences screen for the organization.
When you create an organization, you need to first select Save at the Preferences screen in order to create the override combinations to display at this screen. Saving preferences is required before you can submit locate items requests and orders to the Routing Engine.
Only users with Order Broker Preference Overrides authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
search for a preference override for an order type, originating system, and express carrier setting combination	The organization associated with your Default Shipping System is selected by default, and the overrides associated with that organization are displayed. Use any combination of the fields at the top of the screen to restrict the search results to matching overrides: Optionally, select a different organization from the Organization drop-down box to restrict your results to this organization. Note: You can also select a blank organization to remove this field from your selection criteria. Optionally, select an Order Type to restrict your results to overrides for that order type. You can select an order type of Pickup, Delivery, or Ship For Pickup. Optionally, select an Originating System to restrict your results to overrides for that system. You can set up overrides for any system for the selected organization, provided it is not the default vendor system, since this system cannot originate sales orders. Click Search.
change the settings for an override based on order type, originating system, and express carrier setting combination, or change the combination back to inherit the settings from the Preferences screen	Select the edit icon () to advance to the Edit Order Broker Preference Override screen. Note: You cannot delete the override settings. Leave the settings flagged to inherit the default in order to have the combination using the same sort criteria as those specified at the Preferences screen.
review the settings for an override based on order type, originating system, and express carrier setting combination	Highlight an override by clicking it in order to open the Browse Order Broker Preference Override window.

Option

Procedure

search for a preference override for an order type, originating system, and express carrier setting combination

The organization associated with your Default Shipping System is selected by default, and the overrides associated with that organization are displayed. Use any combination of the fields at the top of the screen to restrict the search results to matching overrides:

Optionally, select a different organization from the Organization drop-down box to restrict your results to this organization.

Note:
You can also select a blank organization to remove this field from your selection criteria.
Optionally, select an Order Type to restrict your results to overrides for that order type. You can select an order type of Pickup, Delivery, or Ship For Pickup.
Optionally, select an Originating System to restrict your results to overrides for that system. You can set up overrides for any system for the selected organization, provided it is not the default vendor system, since this system cannot originate sales orders.
Click Search.

change the settings for an override based on order type, originating system, and express carrier setting combination, or change the combination back to inherit the settings from the Preferences screen

Select the edit icon () to advance to the Edit Order Broker Preference Override screen.

Note: You cannot delete the override settings. Leave the settings flagged to inherit the default in order to have the combination using the same sort criteria as those specified at the Preferences screen.

review the settings for an override based on order type, originating system, and express carrier setting combination

Highlight an override by clicking it in order to open the Browse Order Broker Preference Override window.

Fields at this screen

Field	Description
Search/new fields:
Organization	See organization. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default.
Order Type	Optionally, select an order type and click Search to display overrides that match your selection. Possible order types are: Pickup Delivery Ship For Pickup To determine the order type, the Routing Engine uses: SubmitOrder requests: the transaction_type_id LocateItems requests and ProductAvailability requests: the fulfillment_type “reshopping” a rejected order: the order type of the rejected order
Originating System	Optionally, select an originating system and click Search to display overrides that match your selection. Each system in the selected organization is available for selection, excluding any system flagged as the vendor default.
Results fields:
Organization	See organization.
Order Type	Indicates the order type that is subject to the override. Possible order types are: Delivery Pickup Ship For Pickup To determine the order type, the Routing Engine uses: SubmitOrder requests: the transaction_type_id LocateItems requests or ProductAvailability requests: the fulfillment_type “reshopping” a rejected order: the order type of the rejected order
Originating System	Indicates the system that originates the order, locate items request, or product availability request that is subject to the override. The vendor default system is not displayed, since it cannot originate sales orders.
Express Carrier	A green check () indicates that delivery,and ship-for-pickup orders are subject to the override only if the Express setting is selected. The Routing Engine determines the Express setting for a request by: Submit order requests: the ship_via, if specified in the request; otherwise, the setting of the Default Carrier specified at the Preferences screen Locate items requests and product availability requests: the setting of the Default Carrier specified at the Preferences screen “Reshopping” a rejected order: the setting of the carrier on the rejected order This setting does not apply to pickup orders.
Inherit from Preferences	A green check () indicates the Routing Engine is currently set to use the default settings from the Preferences screen rather than an override.
Edit	Select the edit icon () next to an override to advance to the Edit Order Broker Preference Override screen.