Unfulfillable Report

Purpose: Use the Unfulfillable Report to generate a list of Order Broker orders that became fully or partially unfulfillable for all placing (originating) locations, or for a specific location. The information on the report includes the customer’s name, email address, and phone numbers, as well as the type of order and whether the order is fully or partially unfulfillable.

Used for the Routing Engine module.

Order types on the report: This report lists delivery, ship-for-pickup, or pickup orders that became unfulfillable.

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

1. Click the plus sign next to the Operations folder in the left-hand navigation pane.
2. Highlight the Unfulfillable Report. The center of the screen displays the related Report Options.
3. 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.
   • Placed Location: Optionally, select a single location to select only orders that originated in that location on the report. Only locations associated with the selected organization are available for selection. Otherwise, leave this field blank to include unfulfillable orders originating in all locations in the organization.
   • Date range: Select either:
     • Rolling Dates: One of the date ranges available from this field to include orders that became fully or partially unfulfillable during this range of dates. See Rolling Dates for more information; or,
     • From and To dates: Enter or select the first and last dates to include. The report includes orders that became fully or partially unfulfillable 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.
4. 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’s email address 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:
  • Locations: If a specific originating location was selected to include on the report, this location code and name is listed; otherwise, the heading lists All.
  • 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.
• The location code and name for each placing (originating) location included on the report. For each order that became fully or partially unfulfillable during the date range for this placing location:
  • Request ID assigned by Order Broker.
  • Order Number assigned by the originating system.
  • Date Created: The date when the order was created in Order Broker. Might not be the same as the Order Date.
  • 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. Asterisks print if the customer has been anonymized.
  • Email address: The email address passed for the sold-to customer in the submit order message. Asterisks print if the customer has been anonymized.

  Note:

  The email address is truncated if it might exceed the estimated space for the column based on the number of characters. If the email address is truncated, the characters to the right of a punctuation mark, such as a period, are omitted. For example, if the customer’s email address is [e-mail], it is truncated to james.k.polk@example on the report.
• Day phone: The first phone number passed for the sold-to customer in the submit order message (phone1). Up to 12 positions.
• Evening: The second phone number passed for the sold-to customer in the submit order message (phone2). Up to 12 positions.

  Note:

  Order Broker does not apply any formatting to the phone numbers passed in the submit order message.
• Unfulfillable type:
  • Entire: the entire order is currently unfulfillable, and became partially or completely unfulfillable during the selected date range. For example, one line on an order become unfulfillable last week, and the remaining line on the order became unfulfillable this week. The order is listed on the report with an unfulfillable type of Entire, regardless of whether you generate the report with a date range that includes last week or this week.
  • Partial: some units or lines on the order became unfulfillable within the selected date range, and the order is still only partially unfulfillable. It is possible that the remaining lines or units on the order have since been fulfilled or are still open.

  Note:

  A partial unfulfillable status is possible only if your organization is splitting orders.
• Order Type: Possible order types on the report are:
  • Delivery: See delivery order.
  • Pickup: See pickup order.
  • Ship For Pickup: See ship-for-pickup order

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 Data Formats defined for the organization control the formatting of the report.