Modern View Overview

6 Modern View Overview

Order Broker Modern View provides select screens for maintaining foundation data . The screens available in Modern View enable you to create, review, update, or delete brands, carriers, boxes, and reason codes. The options available in Modern View differ somewhat from the options you use in Classic View.

Advancing to Modern View

Advancing to Modern View: The Modern View option, enabling you to advance to Modern View, is available to the right of the Documentation drop-down at the top of the Classic View screen.

Illustrates the Modern View link at the far right of the drop-down menu options.

If you have any Classic View screens open when you select this option, a message indicates that any unsaved changes will be lost. The Modern View home screen opens.

Illustrates the Modern View home screen with the four options (Boxes, Brands, Carriers, Order Reason Codes) available.

Language: When you advance to Modern View, the current language applies. The language is determined by the code appended to the URL; for example, a suffix of it_IT indicates to use Italian. If you switch to a different language while in Modern View by changing the suffix to the URL, the newly selected language for your current session is retained when you return to Classic View. See What are the supported languages? in the Frequently Asked Questions for a list of supported languages.

If Modern View does not display available options correctly: Users might not be able to see the Modern View options if they are not assigned the OBCS_User role or the OBCS_Admin role. See the Administration Guide for more information.

Application data screens available in Modern View: The screens available in Modern View rather than Classic View to work with application data are:

Although these options may be displayed in the Classic View home page and in the drop-down menus, an error message is displayed if you attempt to select any of them.

As in Classic View, authority to each of these options is required through the Rule Wizard. If the user does not have authority to an option, the Modern View home page does not display it.

Additional ways to update application data: In addition to using the screens listed above to work with foundation data, you can also use the application data web services. See Application Data Services in the Operations Guide (MOS ID 2114324.1) for more information.

Menu and Tasks

Menu: In addition to selecting an option from the Modern View home screen, you can also expand the menu by expanding the icon in the upper left, and then use the menu options to advance to a specific option.

Select the Tasks icon (displayed below the word “Menu” in the above illustration) to expand the Tasks menu as illustrated above.

You can advance to a menu option by searching for it, or by selecting it from the Foundation Data menu. You can also return to the home screen from another screen by selecting Home.

Standard Options for Working with Foundation Data

At each of the above-listed screens, a standard set of options is displayed. Note that the availability of options will vary depending on the type of data, existing records, and whether a particular record is selected.
Illustrates the standard Actions bar.

Each option is available by selecting it from the Actions pull-down menu, or by clicking the related icon, as displayed above.

Standard options: The options available from the Actions menu as well as by clicking the related icon are:

Add a new record ()
Edit a record ()
View a record ()
Delete a record ()

Filter records: You can filter the displayed records through a full or partial entry in one of the Filter fields above the displayed records. When you tab out of the filter field, the displayed list of records is restricted to those that match your entry. Optionally, select Clear Filters to remove the filters and display all records for the organization.

Refresh displayed records: You can use the refresh option () to update the displayed records.

Online Help

Screen-specific help: For each of the above screens, a screen-specific help option is available by clicking the help icon in the right of the screen title bar. The help panel slides open to the right.

Illustrates the help icon to the far right of the Order Reason Codes screen title.

The help topic then opens in a panel to the right of screen.

Illustrates the help panel open to the right.

You can close the help panel by selecting the X.

Entire help set: The entire Order Broker help contents, including both Modern View and Classic View screens and overviews, are available in two ways:

By clicking the help icon in the upper right corner of the screen, next to your user name.
Clicking the Help icon at the bottom of a screen-specific help topic () opens the entire help set with the current help topic displayed.

Additional documentation, including links to the Store Connect help, the Vendor Portal help, and the Operations Guide, are available from Classic View.

Additional Navigation Options

Multiple organizations? If you have multiple organizations defined in Order Broker, the information displayed and updated in Modern View is from the first organization, alphanumerically by organization code, in your environment. For example, if you have an organization code 100 and an organization code 200, organization 100 is selected when you first advance to Modern View. If you have organizations ABC and XYZ, organization ABC is selected when you first advance to Modern View. You can change the current organization by clicking the organization description, displayed to the right of the Oracle logo and below Order Broker Cloud Service in the title bar, and then selecting an organization from the list. Any options that are open close automatically when you change organizations.
Illustrates the selected organization list in the title bar.

Returning to Classic View: From Modern View, select the Classic View option, available by selecting the down arrow next to your user name, as illustrated above. Again, a message indicates that any unsaved changes will be lost if you have any screens open in Modern View.

About Order Broker Cloud Service: Select this option below the help icon in the upper right corner of the screen, next to your user name, to switch to the About Order Broker Cloud Service page. This page displays the:

Version: The current version of Order Broker, including the release number and hot fix number, for example: 22.2.301.2, where 22.2.301 is the release number and 2 is the hot fix number.
Application Level: The current build number applied to the Order Broker server for Modern View, including the release number, hot fix number, build number, and date stamp, for example: 22.2.301.1–2022-07-02-12-13-14-PM, where 22.2.301 is the release number, 1 is the hot fix number, and the date and time are July 2, 2022 at 12:13:14.
Service Level: The current version of the Order Broker services, including the release number and build date stamp, for example: 22.2.301.1-20220627121314, where 22.2.301 is the release number, 1 is the hot fix number, and the date and time are June 27, 2022 at 12:13:14.

You can select Done at the lower right or the X at the upper right to return to the previous screen.

Attribute Definitions

Purpose: Use the Attribute Definitions screen to review or work with attributes that you can create and apply to products and locations to control order routing.

Used for the Routing Engine module.

For more information: See Using Attribute Rules for Delivery and Pickup Orders and Using Attribute Rules for Ship-for-Pickup Orders for background.

Assigning attributes to locations or products: Use the New Location Attribute and New Product Attribute screens in Classic View to assign attributes.

How to display this screen: Select Attribute Definitions from the Modern View home screen. See the Modern View Overview for background.

Note:

Available if Use Routing Engine is selected at the Tenant screen. Only users with Attribute Definitions authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
create a new attribute definition	Select Add from the Actions menu or select the Add icon () to open the Add Attribute Definition window. Complete each field. All fields are required. Enter the description of the attribute in the Attribute Description field. The name can include letters, numbers, spaces, and special characters. Enter the attribute code in the Attribute Code field. The attribute code can be 1 to 40 positions long, can include letters, numbers, spaces, and special characters, but all letters are set to upper case. Also, the code must be unique within the organization; however, other organizations can have the same code. Select the Attribute Type from the drop-down box, indicating how to use the attribute for filtering orders. Select the Ship for Pickup Match Type from the drop-down box, indicating whether the attribute applies to the location if it is the Originating, Pickup, or Sourcing location for an order. Select the Data Type indicating the type of data that can be defined through the attribute. Note that if you select a Data Type of list, you can delete list items while creating the attribute definition. Select OK or press enter to create the attribute definition, or select Save and Add Another to continue creating attribute definitions.
search for attribute definitions	The existing attribute definitions for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching attribute definitions: Optionally, enter a full or partial description in the Attribute Description field. When you tab through this field, the displayed attribute definitions are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `prod`, the attribute definitions with descriptions starting with Product or Product and Location are displayed. Optionally, enter a full or partial code in the Attribute Code field. When you tab through this field, the displayed attribute definitions are limited to those whose codes start with your entry, but that don’t need to match completely. Optionally, select an Attribute Type to display attribute definitions of the same type. Optionally, select a Data Type to display attribute definitions of the same type. Optionally, select an Allow Multiple setting of Yes or No to display attribute definitions that match your selection. Sort displayed attribute definitions: You can also sort the displayed attribute definitions by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an attribute definition	Highlight a displayed attribute definition. Select Edit from the Actions menu or click the Edit icon () to open the Edit Attribute Definition window. You can edit the Attribute Description or Ship for Pickup Match Type You can also add or remove list items for a List attribute, and you can change the setting of the Allow Multiple flag for a Text or Number attribute. See Fields at the Add, Edit, and View Attribute Definitions Windows, below, for details on fields. Select OK or press enter to save your changes.
view an attribute definition	Highlight a displayed attribute definition. Select View from the Actions menu or click the View icon () to open the View Attribute Definition window. See Fields at the Add, Edit, and View Attribute Definitions Windows, below, for details on fields.
delete an attribute definition	Highlight a displayed attribute definition. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the attribute definition.

Fields at the Attribute Definitions screen

Field	Description
Attribute Description	The description of the attribute. Can be up to 100 positions. Optionally, enter a full or partial description to display attribute definitions whose descriptions match or start with your entry.
Attribute Code	The Code identifying an attribute you can apply to locations, products, or both. Attribute codes can be 1 to 40 positions in length and must be unique within the organization. The code can include special characters, but cannot include any spaces. Any lowercase letters entered are automatically converted to uppercase. Optionally, enter a full or partial code to display attribute definitions whose codes match or start with your entry.
Attribute Type	Location: The attribute can be applied to locations to filter eligible locations when routing orders. For example, if an order originates in a location associated with a particular brand, the eligible sourcing or pickup locations can be restricted to that brand. Product: The attribute can be applied to products. Not used in routing orders. Location and Product: The attribute can be applied to products and locations to filter eligible locations when routing orders. For example, if a product requires engraving, the eligible sourcing and pickup locations can be restricted to those that support engraving. Optionally, select an attribute type to display matching attribute definitions.
Data Type	Indicates the type of data that can be defined through the attribute. Available data types are: Boolean: Indicates whether a condition is true for the product or location; for example, use a Boolean attribute to identify each location that supports oversized items. List: Used to define a list of valid values that can be assigned to a product or location; for example, this might be a list of brands. Each value can be up to 50 positions. Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs. Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions. Optionally, select a data type to display matching attribute definitions.
Allow Multiple	Set to Yes if multiple values for the attribute can be assigned to the same product or location; otherwise, set to No. Boolean attributes do not support allowing multiples. Also, multiple attribute values cannot be applied to a location when the attribute’s Location Use for the location is set to Originating Location. Optionally, select Yes or No to display matching attribute definitions.

Fields at the Add, Edit, and View Attribute Definition Windows

All fields are display-only at the View Attribute Definition window.

Field	Description
Attribute Description	The description of the attribute. Can be up to 100 positions. Truncated if it exceeds the allotted space. Required at the Add or Edit Attribute Definition window.
Attribute Code	The Code identifying an attribute you can apply to locations, products, or both. Attribute codes can be 1 to 40 positions in length and must be unique within the organization. The code can include special characters, but cannot include any spaces. Any lowercase letters entered are automatically converted to uppercase. Required at the Add Attribute Definition window; otherwise, display-only.
Last Updated	Indicates the last date and time, if any, when the attribute definition was updated. The date and time format are based on the locale defined for the organization. Note that this field displays a date and time after you select OK at the Edit Attribute Definition window only if you actually made a change to the definition. Displayed only at the Edit and View Attribute Definition windows. Display-only.
In Use	Yes indicates that the attribute is currently assigned to a product and/or a location; otherwise, set to No. If the attribute is in use, it cannot be deleted. Also, if the attribute is a list type and is in use, you cannot delete any list values, although you can add list values. Displayed only at the Edit and View Attribute Definition windows. Display-only.
Attribute Type	Location: The attribute can be applied to locations to filter eligible locations when routing orders. For example, if an order originates in a location associated with a particular brand, the eligible sourcing or pickup locations can be restricted to that brand. Product: The attribute can be applied to products. Not used in routing orders. Location and Product: The attribute can be applied to products and locations to filter eligible locations when routing orders. For example, if a product requires engraving, the eligible sourcing and pickup locations can be restricted to those that support engraving. Required at the Add Attribute Definition window; otherwise, display-only.
Ship For Pickup Match Type	Indicates whether to filter a location based on its role in fulfilling a ship-for-pickup order: Sourcing: Locations must match the attribute in order to qualify to source the order. For example, if a product requires engraving, the sourcing location must support engraving, based on a matching location attribute with a Location Use of Sourcing. Pickup: Locations must match the attribute in order to qualify as pickup locations for the order. For example, if the order was submitted under a particular brand, the pickup location must support that brand, based on a matching location attribute with a Location Use of Pickup. Sourcing and Pickup: Both the sourcing and the pickup location for an order must match the attribute. For example, if a product is flagged as oversized, both the sourcing and the pickup location must support oversized products, based on both a matching location attribute with a Location Use of Sourcing and a matching location attribute with a Location Use of Pickup. Note: This setting does not control routing of delivery or pickup orders. Required at the Add or Edit Attribute Definition window.
Data Type	Indicates the type of data that can be defined through the attribute. Available data types are: Boolean: Indicates whether a condition is true for the product or location; for example, use a Boolean attribute to identify each location that supports oversized items. List: Used to define a list of valid values that can be assigned to a product or location; for example, this might be a list of brands. Each value can be up to 50 positions. Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs. Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions. Required at the Add Attribute Definition window; otherwise, display-only.
Value	Use this field to enter each supported value that can be applied for a list attribute. For example, if the attribute is for brand, the values might be the name of each supported brand. Each value can be up to 50 positions. At least one value is required for a list attribute. If this is a Boolean, Number, or Text attribute, this field is not displayed. Click Add Value after entering each new value. The new value is displayed below. Duplicates? If you enter the same value more than once, no error is displayed; however, the duplicate is not added. Values are case-insensitive. For example, if you add a value of ABC123 and then try to enter a value of abc123, it is treated like a duplicate and not added, although no error is displayed. Existing values are listed below this field. Optionally, you can delete a value at the Add or Edit Attribute Definition window by selecting the delete (trash can) icon ); however, you cannot delete any values if the attribute definition is currently In Use.
Allow Multiple	Selected if multiple values for the attribute can be assigned to the same product or location; otherwise, unselected. Not displayed for a boolean attribute. Note that multiple attribute values cannot be applied to a location when the attribute’s Attribute Type for the location is set to Originating Location. Optional at the Add or Edit Attribute Definition window.

Boxes

Purpose: Use the Boxes screen to define the dimensions of a box used to ship one or more items using an integrated shipping system and whether the box is available in the Supplier Direct Fulfillment module, Store Connect module, or both. The dimensions of the box used with each shipment is required for all delivery orders and purchase orders using an integrated shipping system, as well as for shipment of any ship-for-pickup orders.

Note:

This option is used for the Supplier Direct Fulfillment module and the Store Connect module and is used only if Use Vendor Portal or Use Store Connect is selected at the Tenant screen.

Using boxes in the Drop Ship (Supplier Direct Fulfillment) module: If your vendors use the Integrated Shipping screen to confirm shipments, the system requires them to select the box size on the Estimated Weight and Dimensions window. The vendor user can select one of the predefined box sizes or manually define the length, width, and height of the box.

Using boxes in the Store Connect module: When the store associate confirms shipment of items on delivery orders through integration with an automated shipping system, the system requires you to select the box size on the Estimated Weight and Dimensions window. The store associate can select one of the predefined box sizes or manually define the length, width, and height of the box. If only one box size is flagged to display in Store Connect, that box size defaults at the Ship Order screen in Store Connect.

Using an API to work with boxes: You can also use an API to create, update, review, count, or delete boxes. See the Operations Guide (MOS ID 2114324.1) for more information.

How to display this screen: Select Boxes from the Modern View home screen. See the Modern View Overview for background.

Note:

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

Option	Procedure
create a new box definition	Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Add Box window. Complete each of the required fields, and optionally select any of the check boxes. See Fields at the Add Box, Edit Box, and View Box Windows, below, for details on fields. Select OK or press enter to create the box, or select Save and Add Another to continue creating boxes.
search for a box definition	The existing boxes defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the fields to restrict the search results to matching boxes: Optionally, enter a full or partial box description in the Box Description field. When you tab through this field, the displayed boxes are limited to those that start with your entry, but that don’t need to match completely. For example, if your entry is `De`, the box with a description of Default box is displayed. Optionally, select Yes or No in the Available in Store Connect or Available in Vendor Portal fields, tabbing through each field. Sort displayed boxes: You can also sort the displayed boxes by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a box definition	Highlight a displayed box. Select Edit from the Actions menu or click the Edit icon () to open the Edit Box window. See Fields at the Add Box, Edit Box, and View Box Windows, below, for details on fields. Select OK or press enter to save your changes.
view a box definition	Highlight a displayed box. Select View from the Actions menu or click the View icon () to open the View Box window. See Fields at the Add Box, Edit Box, and View Box Windows, below, for details on fields.
delete a box definition	Highlight a displayed box. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the box.

Fields at the Boxes screen

Field	Description
Description	The description of the box. Up to 50 positions. Alphanumeric.
Available in Store Connect	Indicates if the box is available in the Store Connect module (the Available in Store Connect field is selected for the box). Used only if Use Store Connect is selected at the Tenant screen.
Available in Vendor Portal	Indicates if the box is available in the Vendor Portal (the Available in Vendor Portalfield is selected for the box). Used only if Use Vendor Portal is selected at the Tenant screen.

Field

Description

The description of the box. Up to 50 positions. Alphanumeric.

Available in Store Connect

Indicates if the box is available in the Store Connect module (the Available in Store Connect field is selected for the box).

Used only if Use Store Connect is selected at the Tenant screen.

Available in Vendor Portal

Indicates if the box is available in the Vendor Portal (the Available in Vendor Portalfield is selected for the box).

Used only if Use Vendor Portal is selected at the Tenant screen.

Fields at the Add Box, Edit Box, and View Box Windows

All fields are enterable at the Add Box and Edit Box windows, but are display-only at the View Box window.

Field	Description
Box Description	The description of a box. Box names can be up to 255 positions in length must be unique in your organization. The name can include special characters and spaces. Do not use a description of `Irregular Size`, regardless of case, because this option is required to allow a user to manually define the length, width, and height of a box at the Estimated Weight and Dimensions window in Supplier Direct Fulfillment or Store Connect. Note: It is helpful to include the dimensions of the box in the name so that this information is available when selecting a box in the Supplier Direct Fulfillment or Store Connect module. Required when creating or editing a box.
Length	The length of the box, typically up to 5 positions with a 2-place decimal, for example: 123.45. The highest length you can enter is 999.99, and the lowest is .01. Required when creating or editing a box.
Width	The width of the box, typically up to 5 positions with a 2-place decimal, for example: 123.45. The highest width you can enter is 999.99, and the lowest is .01. Required when creating or editing a box.
Height	The height of the box, typically up to 5 positions with a 2-place decimal, for example: 123.45. The highest length you can enter is 999.99, and the lowest is .01. Required when creating or editing a box.
Available in Store Connect	Select this flag if the box should be available in the Store Connect module. You should select this flag if you will also select this box definition as the default in Store Connect. Used only if Use Store Connect is selected at the Tenant screen.
Default in Store Connect	Select this flag if the box should be the default available for shipping in Store Connect. If another box was previously flagged as the default for Store Connect, the flag for the previous default box is cleared. Used only if Use Store Connect is selected at the Tenant screen and if Available at Store Connect is selected for the box.
Available in Vendor Portal	Select if the box is available in the Vendor Portal module. You should select this flag if you will also flag this box definition as the default in the Vendor Portal. Used only if Use Vendor Portal is selected at the Tenant screen.
Default in Vendor Portal	Select this flag if the box should be the default available for shipping in the Vendor Portal. If another box was previously flagged as the default for the Vendor Portal, the flag for the previous default box is cleared. Used only if Use Vendor Portal is selected at the Tenant screen and if Available in Vendor Portal is selected for the box.

Brands

Purpose: Use this screen to work with the brands for an organization. Each organization using the Supplier Direct Fulfillment option must have at least one brand.

Used for the Supplier Direct Fulfillment module.

What does brand control?

The brand logo prints on the pack slip and pullsheet when the vendor generates these PDFs. When the vendor generates pack slips for multiple brands, a separate batch and PDF file is generated for each brand.
The vendor can use brand as a selection criterion when generating pack slips or confirming shipments.

Created how? You must create each brand within Order Broker, and the brand code must match the ID for the related retail brand from Order Management System. See Setting Up Data for the Routing Engine Module for more information.

Note:

This option is used for the Supplier Direct Fulfillment module if Use Vendor Portal is selected at the Tenant screen.

Using an API to work with brands: You can also use an API to create, update, review, count, or delete brands. See the Operations Guide (MOS ID 2114324.1) for more information.

How to display this screen: Select Brands from the Modern View home screen. See the Modern View Overview for background.

Note:

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

Option	Procedure
create a new brand	Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Note: To integrate with Order Management System, you must enter a brand code that matches the ID for the related retail brand (WRDB). Select Add from the Actions menu or select the Add icon () to open the Add Brand window. Complete each of the required fields. See Fields at the Add Brand, Edit Brand, and View Brand Windows, below, for details on fields. Select OK or press enter to create the brand, or select Save and Add Another to continue creating brands.
search for a brand	The existing brands defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching brands: Optionally, enter a full or partial brand description. When you tab through this field, the displayed brands are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `Hou`, the brand with a description of House Brand is displayed. Optionally, enter a full or partial brand code in the Brand Code field. When you tab through this field, the displayed brands are limited to those whose codes that start with your entry, but that don’t need to match completely. For example, if your entry is `Ac`, the brand with a code of Accent is displayed. Sort displayed brands: You can also sort the displayed brands by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a brand definition	Highlight a displayed brand. Select Edit from the Actions menu or click the Edit icon () to open the Edit Brand window. See Fields at the Add Brand, Edit Brand, and View Brand Windows, below, for details on fields.
view a brand definition	Highlight a displayed brand. Select View from the Actions menu or click the View icon () to open the View Brand window. See Fields at the Add Brand, Edit Brand, and View Brand Windows, below, for details on fields. Select OK or press enter to save your changes.
delete a brand definition	Highlight a displayed brand. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the brand.

Fields at the Brands screen

Field	Description
Search Fields:
Brand Description	The name or description of the brand. The name can be from 1 to 128 positions long and can include spaces and special characters. Displayed in the drop-down selection field on screens in the Vendor Portal.
Brand Code	The code identifying the brand. The code can be from 1 to 20 positions long and can include spaces and special characters.
Results fields:
Brand Description	The name or description of the brand. The name can be from 1 to 128 positions long and can include spaces and special characters. Displayed in the drop-down selection field on screens in the Vendor Portal.
Brand Code	The code identifying the brand. The code can be from 1 to 20 positions long and can include spaces and special characters.

Fields at the Add Brand, Edit Brand, and View Brand Windows

All fields are enterable at the Add Brand window, and everything but the Brand Code is enterable at the Edit Brand window. All fields are display-only at the View Brand window.

Field	Description
Brand Description	The name or description of the brand. The name can be from 1 to 128 positions long and can include spaces and special characters. Displayed in the drop-down selection field on screens in the Vendor Portal.
Brand Code	The code identifying the brand. Must match the ID for the related retail brand from Order Management System (WRDB) and must not already be assigned to a brand in Order Broker. The code can be from 1 to 20 positions long and can include spaces and special characters. Required when creating a brand. You cannot create a new brand with the same exact code as an existing brand within the organization. Note that matching is case-insensitive: you cannot create a brand with a code of ABCD if there is an existing brand with a code of abcd. Otherwise, display-only.
Contact Address	Note: The contact address fields are optional and informational only.
Contact Name	Up to 128 positions.
Email(s)	Separate multiple email addresses with a semicolon (;). Up to 2500 positions total.
Telephone	Up to 20 positions.
Extension	Up to 10 positions.
Fax	Up to 20 positions.
Address Lines 1 through 4	Four lines, up to 128 positions each.
Suite	The suite number. Up to 20 positions total.
City	Up to 128 positions.
State/Province	Up to 10 positions.
Country	Up to 3 positions.
Postal Code	The ZIP or postal code for the brand contact. Up to 20 positions.
Return Address	If the Integration Enabled flag is selected at the Drop Ship Preferences screen, indicating that vendors can confirm shipments through an integration with shipping service such as ADSI, the return address prints on the shipping label; in this case, the Telephone, Address, City,State/Province, Postal Code, and Country are required. If you do not use integrated shipping, the fields on this tab are optional and informational only.
Company	Up to 128 positions.
Contact Name	Up to 128 positions.
Email(s)	Separate multiple email addresses with a semicolon (;). Up to 2500 positions total.
Telephone	Up to 20 positions. Used as the recipient phone number for ADSI (integrated shipping) integration if there is no phone number for the purchase order recipient. Required if the Integration Enabled flag is selected at the Drop Ship Preferences screen.
Extension	Up to 10 positions.
Fax	Up to 20 positions.
Address Lines 1 through 4	Four lines, up to 128 positions each. Required if the Integration Enabled flag is selected at the Drop Ship Preferences screen.
Suite	The suite number. Up to 20 positions.
City	Up to 128 positions.
State/Province	Up to 10 positions.
Country	Up to 3 positions.
Postal Code	The ZIP or postal code for the brand return address. Up to 20 positions.
Preferences
Brand Logo URL	The URL for the brand logo to print on the graphical pack slip and pullsheet. The URL should use https rather than http. The image prints in the upper left corner of each document if you use the default form, or if your unique form supports it. If you leave this field blank, no logo prints on the graphical pack slip or the pullsheet. File format: The image file can be in JPG, PNG, or GIF format. Image dimensions: The recommended size is 225x50. Note: Oracle staff need to make sure that this URL is added to the allow list.
Pack Slip Message	The message, if any, to print on all pack slips for the brand. Prints below the sold-to customer name and address in the upper left of the pack slip. This message is also included in the Pack Slip CSV file, if generating the CSV file is specified in the Generate Format setting at the vendor’s Preferences tab. Your entry can be up to 255 positions, and can include line breaks (carriage returns), but you should preview the pack slip output to make sure that the message fits in the space allotted.

Carriers

Purpose: Use this screen to work with carriers for order shipments. A carrier is required for all sales orders and purchase orders.

Order Management System integration: Carriers in Order Broker that correspond to Order Management System ship vias must have codes identical to the Order Management System ship via codes. The ship via code in Order Management System is a 2-position numeric field.

How to display this screen: Select Carriers from the Modern View home screen. See the Modern View Overview for background.

Note:

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

Carrier creation and vendor assignment

Assign to vendors: When you create a new carrier with the Active flag selected, or when you select the Active flag for an existing carrier, the carrier is assigned as a valid shipper for all vendors in your organization. The carrier is displayed at the Carriers tab of the New Vendor and Edit Vendor screen, and the Assigned flag is selected.

Otherwise, if the carrier is not flagged as active, the carrier is not displayed at the Carriers tab of the New Vendor and Edit Vendor screen.

Note:

Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive carrier; however, the vendor will not be able to confirm shipment with an inactive carrier when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload.

You can use the Carriers tab at the Edit Vendor screen to change the carrier assignments for a vendor. Also, if you change the carrier’s Active setting:

if the carrier was previously inactive and you activate the vendor, the carrier becomes eligible to ship packages for vendors it is assigned to.
if the carrier was previously active and you change the carrier to inactive, the carrier is no longer eligible to ship packages for vendors it is assigned to.

Creating a carrier through rate shopping with ADSI: If your vendors use the Integrated Shipping screen to confirm shipments, and the shipment specifies a rate shopping service code (carrier code), it is possible that ADSI might return a service code that is not currently a valid carrier in Order Broker. In this situation, Order Broker automatically creates the carrier code, but does not assign the new carrier to the vendor. See Integrated Shipping Setup, Troubleshooting, and Mapping: Supplier Direct Fulfillment for background.

Carrier creation and sales order assignment

Creating a carrier through the SubmitOrder message: If the carrier specified in the submit order message for a delivery order does not already exist, it is assigned to the order and created automatically using the ship_via as the carrier Code and the ship_via_description as the carrier Description. The new carrier is flagged as Active, but no other settings are selected. The new carrier is not automatically assigned to any existing vendors, but is eligible to be automatically assigned when you create new vendors.

Default carriers:

Delivery orders: A Default Carrier is required at the Preferences screen for your organization. This is the carrier that Order Broker assigns to orders that do not have a ship via specified in the submit order message.
Pickup orders: The default PICKUP carrier is created automatically for your organization, and assigned to all pickup orders, when a SubmitOrder request is received. The default PICKUP carrier:
- has a Code of PICKUP
- has a default Description of In Store Pick Up, but you can change it
- is automatically assigned to all pickup orders

You cannot delete these carriers.

Order Broker does not assign these default carriers to vendors.

If the carrier in the submit order message exists but is not currently flagged as active, Order Broker changes the setting back to active.

Using a carrier for a delivery order in Store Connect: The carrier on a delivery order is displayed on Store Connect screens and prints on the pick list pull sheet and packing slip; however, the store associate cannot confirm a shipment using a carrier unless both the Display in Store Connect and Active flags are currently selected.

Specifying a carrier to prevent splitting an order: If the Do Not Split Order For Carrier field at the Preferences screen specifies a carrier, the Routing Engine does not attempt to place a delivery order or line by splitting it across locations. See that setting for more information.

Using an API to work with carriers: You can also use an API to create, update, review, count, or delete carriers. See the Operations Guide (MOS ID 2114324.1) for more information.

Option	Procedure
create a new carrier	Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Add Carrier window. Complete each of the required fields. See Fields at the Add Carrier, Edit Carrier, and View Carrier Windows, below, for details on fields. Select OK or press enter to create the carrier, or select Save and Add Another to continue creating carriers.
search for a carrier	The existing carriers defined for your current organization are displayed below the selected type. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching carriers: Optionally, enter a full or partial carrier description. When you tab through this field, the displayed carriers are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `Ex`, the carriers with descriptions of Express Overnight or Express Two-Day or displayed. Optionally, enter a full or partial carrier code in the Carrier Code field. When you tab through this field, the displayed carriers are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is `2`, the carrier codes starting with 2 are displayed. Optionally, select Yes or No in the Express, Available in Store Connect, or Active fields to display matching carriers. Sort displayed carriers: You can also sort the displayed reason codes by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a carrier definition	Highlight a displayed carrier. Select Edit from the Actions menu or click the Edit icon () to open the Edit Carrier window. You can edit the Carrier Description or change any of the flag settings for the carrier. See Fields at the Add Carrier, Edit Carrier, and View Carrier Windows, below, for details on fields. Note that changes you made to an existing carrier do not update the orders where the carrier was used. For example, if you change the description or the Express flag for an existing carrier, this information is not reflected on the Order Status report for an existing order.
view a carrier definition	Highlight a displayed carrier. Select View from the Actions menu or click the View icon () to open the View Carrier window. See Fields at the Add Carrier, Edit Carrier, and View Carrier Windows, below, for details on fields. Select OK or press enter to save your changes.
delete a carrier definition	Highlight a displayed carrier. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the carrier. Important: To avoid a potential Store Connect processing error, you should not delete a carrier. If you accidentally delete a carrier, you should recreate it using the exact same code. You cannot delete the Default Carrier defined at the Preferences screen, or the PICKUP carrier that is automatically assigned to pickup orders.

Fields at the Carriers screen

Field	Description
Carrier Description	The description of the carrier. A description such as Auto Created 15, where 15 is the carrier code, indicates that the carrier was created automatically through the CreateDSOrder or Submit Order message. Case-insensitive for searching; for example, an entry of `e` matches a description of `Express Delivery`.
Carrier Code	The code identifying a carrier.
Express	Indicates if this is an express shipper. Express shippers are indicated in Store Connect with an icon: Used for Store Connect. Not used in Supplier Direct Fulfillment.
Available in Store Connect	If both this flag and the Active flag are selected, the carrier is eligible to ship orders in Store Connect. Not used in Supplier Direct Fulfillment.
Active	Indicates whether: the carrier is visible at the Carrier tab of the New Vendor or Edit Vendor screens the vendor can confirm shipment of purchase orders using this carrier in the Vendor Portal the store associate can confirm shipment of a delivery order using this carrier in Store Connect if the Display in Store Connect flag is also selected Purchase orders: Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive vendor; however, the vendor will not be able to confirm shipment with an inactive vendor when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload. Reset to Active when used on a new order: When Order Broker creates a new sales order using an existing carrier that is not currently flagged as active, it resets this flag to active for the carrier. Store Connect: Flagging a carrier as inactive does not prevent the carrier from being displayed in Store Connect, but the associate cannot confirm shipment of a delivery order using the carrier. Both the Active and Display in Store Connect flags must currently be selected for the carrier to be eligible for shipment through Store Connect.

Fields at the Add Carrier, Edit Carrier, and View Carrier Windows

All fields are enterable at the Add Carrier window. All fields except the Carrier Code are enterable at the Edit Carrier window. All fields are display-only at the View Carrier window.

Field	Description
Carrier Description	The description of the carrier. Your entry can be up to 128 positions.
Carrier Code	The code identifying a carrier. Your entry can be up to 20 positions. Must not be the same as an existing carrier code in the current organization. Required when creating a new code; otherwise, display-only.
Express	Indicates if this is an express shipper. Express shippers are indicated in Store Connect with an icon: Used for Store Connect. Not used in Supplier Direct Fulfillment.
Weight Required	Select this flag if the vendor must provide the shipping weight for each manual shipment using this carrier; otherwise, the shipping weight is optional in manual shipment. This flag does not affect Store Connect.
Available in Store Connect	If both this flag and the Active flag are selected, the carrier is eligible to ship orders in Store Connect. Not used in Supplier Direct Fulfillment.
Rate Required	Select this flag if the vendor must provide the shipping rate for each manual shipment using this carrier; otherwise, the shipping rate is optional. This flag does not affect Store Connect.
Tracking Number Required	Select this flag if: the vendor must provide a tracking number for each manual shipment using this carrier; otherwise, the tracking number is optional. the store associate in Store Connect must provide a tracking number for each shipment using this carrier through the manual shipment process; otherwise, the tracking number is optional in manual shipment.
Active	Indicates whether: the carrier is visible at the Carrier tab of the New Vendor or Edit Vendor screens the vendor can confirm shipment of purchase orders using this carrier in the Vendor Portal the store associate can confirm shipment of a delivery order using this carrier in Store Connect if the Display in Store Connect flag is also selected Purchase orders: Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive vendor; however, the vendor will not be able to confirm shipment with an inactive vendor when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload. Reset to Active when used on a new order: When Order Broker creates a new sales order using an existing carrier that is not currently flagged as active, it resets this flag to active for the carrier. Store Connect: Flagging a carrier as inactive does not prevent the carrier from being displayed in Store Connect, but the associate cannot confirm shipment of a delivery order using the carrier. Both the Active and Display in Store Connect flags must currently be selected for the carrier to be eligible for shipment through Store Connect. Default PICKUP carrier: You cannot flag the default PICKUP carrier for Store Connect as inactive. SHIP2STORE carrier: If this carrier was created in a prior release of Order Broker, you can flag it as inactive.

External Services

Purpose: Use the External Services screen to review and work with attributes for external services used for integration. At this time, only shipping services, for use in Store Connect, are supported.

Assigning external services: External services are available for assignment at the Shipping tab of the Store Connect Preferences screen for any organization.

How to display this screen: Select External Services from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Manage External Services authority can display this screen. See the Role Wizard for more information.

When upgrading from Order Broker 21.0 or earlier: See Shipping Service Conversion for information on how shipping services are converted when you upgrade from Order Broker 21.0 or earlier, and the required steps to verify and select shipping services.

Using an API to work with external services: You can also use an API to create, update, review, count, or delete external services. See the Operations Guide (MOS ID 2114324.1) for more information.

Options at this screen

Option	Procedure
create a new external service	Select Add from the Actions menu or select the Add icon () to open the Add External Service window. Complete each of the required fields. See Fields at the Add External Service, Edit External Service, and View External Service Windows, below, for details on fields. Select OK or press enter to create the external service, or select Save and Add Another to continue creating external services.
search for an external service	The existing external services defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching external services: Optionally, enter a full or partial description in the External Service Description field. When you tab through this field, the displayed external services are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `St`, the external services with descriptions starting with Standard Shipping are displayed. Optionally, enter a full or partial code in the External Service Code field. When you tab through this field, the displayed external services are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is `AD`, the external service codes starting with ADSI are displayed. Optionally, select Yes or No in the Active fields to display active or inactive external services. It is not necessary to select an External Service Type of Shipping, since this is the only valid External Service Type setting. Sort displayed external services: You can also sort the displayed external services by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an existing external service	Highlight a displayed external service. Select Edit from the Actions menu or click the Edit icon () to open the Edit External Service window. You can edit the External Service Description, or change the Active flag. If the shipping service is ADSI, the only additional fields you can change are the Endpoint URL and the Shipper Reference. If the shipping service is Standard Shipping Service, you can change all the remaining fields in the window. See Fields at the Add External Service, Edit External Service, and View External Service Windows, below, for details on fields. Select OK or press enter to save your changes.
view an external service	Highlight a displayed external service. Select View from the Actions menu or click the View icon () to open the View External Service window. See Fields at the Add External Service, Edit External Service, and View External Service Windows, below, for details on fields.
delete an external service	Highlight a displayed external service. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the external service. Note: You cannot delete an external service that is currently selected as the Shipping Service for an organization at the Store Connect Preferences screen.

Fields at the External Services screen

Field	Description
External Service Description	The description of the external service. Optionally, enter a full or partial description to search for an external service to display external services whose descriptions start with or match your entry.
External Service Code	The code that identifies an external service. Optionally, enter a full or partial code to display external services whose codes start with or match your entry.
Active	Indicates if the external service is flagged as active. Optionally, use this flag to filter search results based on whether the external service is active. Select: Yes for external services that are active. No for external services that are not active.
External Service Type	Always set to Shipping. Although the External Service Type is available in the search fields, you cannot use it for searching, since Shipping is the only available setting.

Fields at the Add External Service, Edit External Service, and View External Service Windows

All fields are display-only at the View External Service window.

Field	Description
External Service Description	The description of the external service. Up to 256 positions. Required at the Add or Edit External Service window.
External Service Code	The code identifying the external service. Your entry is converted to uppercase. Up to 20 positions. Required at the Add External Service window; otherwise, display-only.
Active	Indicates if the shipping service is currently active. Note: Inactive shipping services are indicated as (Inactive) in the Shipping Service drop-down at the Store Connect Preferences screen. If an inactive shipping service assignment applies to a store location, only manual shipping is available at the location.
External Service Type	At this time, only an external service type of Shipping is available. Required when creating an external service; otherwise, display-only.
Shipping Service	At the Add External Service window, this field is available and required when you select the external service type of Shipping; otherwise, display-only. When creating an external service, select a shipping type: ADSI Standard Shipping Service: Uses the Generic Ship Order API. See the Operations Guide on My Oracle Support (2114324.1) for details.
Outbound Message Version	Displayed only when the selected Shipping Service is Standard Shipping Service. Currently, the only available version for the Standard Shipping Service is 1.0. Required.
Shipping Service Configuration	The remaining fields at the window vary depending on the selected shipping service and the selected authentication type.
Endpoint URL	Enter the URL to use for the integrated shipping system when the store associate confirms shipments through integrated shipping. Up to 256 positions. Included for both ADSI and Standard Shipping Service. Required. Note: Oracle staff need to make sure that this URL is added to the allow list.
Shipper Reference	Reference value for the shipper to identify the calling system. Included for both ADSI and Standard Shipping Service. Up to 256 positions. Optional.
Authentication Type	Included only for the Standard Shipping Service. Possible authentication types are Basic and OAuth (default). The selected authentication type controls the additional fields described below. Required.
OAuth URL	The URL to use for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth; in this case, required.
Scope	The scope to specify for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth. Optional.
Client ID	The client ID to use for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth; in this case, required.
Client Secret	The client secret to use for authentication request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to OAuth; in this case, required.
User ID	The user ID to authenticate request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to Basic; in this case, required.
Password	The password to authenticate request messages for the Standard Shipping Service. Up to 256 positions. Included only for the Standard Shipping Service and when the Authentication Type is set to Basic; in this case, required.
Packaging Dimensions	Included for both ADSI and the Standard Shipping Service.
Length Unit of Measure	Defines the length unit of measure to display in the Length, Width, and Height fields at the Ship Order screen in Store Connect. Possible settings are Inch and Centimeter for a Standard Shipping Service. Defaults to Inches. Cannot be changed for ADSI.
Weight Unit of Measure	Defines the weight unit of measure to display in the Package Weight field at the Ship Order screen in Store Connect. Possible settings are Gram, Kilogram, and Pound (default) for a Standard Shipping Service. Defaults to Pounds. Cannot be changed for ADSI.

Organizations

Purpose: Use the Organization screen to work with the default organization, or to create or work with additional organizations.

Setting preferences for an organization: Use the Organizations and Preferences screen in Classic View to advance to the screens you use to work with Order Broker, Drop Ship, or Store Connect preferences.

How to display this screen: Select Organizations from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Organization and Preferences authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
create a new organization	Select Add from the Actions menu or select the Add icon () to open the Add Organization window. Enter the description of the organization in the Organization Description field. The description can be from 1 to 35 positions long, and can include spaces and special characters. Enter the organization code in the Organization Code field. The organization code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within Order Broker. Complete any additional optional fields. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below. Select OK or press enter to create the organization, or select Save and Add Another to continue creating organizations. Note: If you want to enter or change any data for a new organization immediately after you create it, you may need to advance to Classic View, and then return to Modern View and select the Organizations option again in order to update the new organization.
search for an organization	The existing organizations are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching organizations: Optionally, enter a full or partial organization description in the Organization Description field. When you tab through this field, the displayed organizations are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `1`, the organizations with descriptions starting with 123 or 157 are displayed. Optionally, enter a full or partial code in the Organization Code field. When you tab through this field, the displayed organizations are limited to those whose codes start with your entry, but that don’t need to match completely. Sort displayed organizations: You can also sort the displayed organizations by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
update an organization	Highlight a displayed organization. Select Edit from the Actions menu or click the Edit icon () to open the Edit Organization window. You can edit any fields except the Organization Code. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below, for details on fields. Select OK or press enter to save your changes.
view an organization	Highlight a displayed organization. Select View from the Actions menu or click the View icon () to open the View Organization window. See Fields at the Add Organization, Edit Organization, and View Organization Windows, below, for details on fields.
delete an organization	Highlight a displayed organization. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the organization. Note: You cannot delete an organization that has an existing system defined. Also, you can not delete the only existing organization in Order Broker.

Fields at the Organizations screen

Field	Description
Organization Description	The description can be from 1 to 35 positions long, and can include spaces and special characters. Optionally, enter a full or partial organization description to display organizations that match or begin with your entry.
Organization Code	The code identifying the organization. Optionally, enter a full or partial organization code to display organizations that match or begin with your entry.

Field

Description

Organization Description

The description can be from 1 to 35 positions long, and can include spaces and special characters.

Optionally, enter a full or partial organization description to display organizations that match or begin with your entry.

Organization Code

The code identifying the organization.

Optionally, enter a full or partial organization code to display organizations that match or begin with your entry.

Fields at the Add Organization, Edit Organization, and View Organization Windows

Field	Description
Organization Description	The description can be from 1 to 35 positions long, and can include spaces and special characters. Required at the Add Organization and Edit Organization screen.
Organization Code	The code identifying the organization. Up to 10 positions. Required at the Add Organization screen; otherwise, display-only.
Locale	The language to use for the system-generated emails, reports, and forms listed below. The locale also defines the data formats used on reports and emails. Order Broker emails: The organization locale controls the format of information in the following system-generated emails: Incremental Inventory Import Status Email Order Broker Polling Status Email Supplier Direct Fulfillment emails: The organization locale is used to format the following emails generated through the Supplier Direct Fulfillment module: Change notification emails to retailer Shipment or invoice upload error notification email to retailer Out-of-balance invoice notification email to retailer Emails to the vendor use the vendor’s language and data formats. Store Connect Emails: The organization locale determines the formats to use on all emails generated through Store Connect. Forms: The organization locale determines the formats to used on forms generated by the vendor in Supplier Direct Fulfillment, or by the associate through Store Connect. Reports: The organization locale determines the formats to use on generated reports. Settings that are not defined at the organization level: The locale defined for the organization does not control the language displayed on screens, which is defined by the locale appended to the URL (for example, `?locale=fr`). Also, the locale defined for the organization does not control the date, time, or number formats displayed on screens, which are controlled by the Data Formats defined for the user profile, store associate user profile, or vendor. See the User Profile Configuration, Store Associate User Profile, or New Vendor screens for more information. See Valid Locales and Associated Data Formats, below, for a list of valid locales and the data formats applied to reports and emails. Defaults to United States-English. Required.
Organization Address
Address Line 1 through Address Line 4	The organization’s address. Up to 50 positions per line. Optional.
Suite	The organization’s suite number. Up to 9 positions. Optional.
City	The organization’s city. Up to 35 positions. Optional.
State/Province	The organization’s state or province code. Up to 3 positions. Optional.
Postal Code	The organization’s zip or postal code. Up to 10 positions. Optional.
Country	The organization’s country code. 3 positions. Optional.
Phone	The organization’s phone number. Optional.
Fax	The organization’s fax number. Optional.
Return Address
Address Line 1 through Address Line 4	The organization’s return address. Up to 50 positions per line. Optional.
Suite	The suite number for the return address. Up to 9 positions. Optional.
City	The city for the return address. Up to 35 positions. Optional.
State/Province	The state or province code for the return address. Up to 3 positions. Optional.
Postal Code	The zip or postal code for the return address. Up to 10 positions. Optional.
Country	The country code for the return address. 3 positions. Optional.
Phone	The phone number for the return address. Optional.

Valid Locales and Associated Data Formats

Locale Code	Locale Description	Default Date Format	Default Time Format	Default Thousands separator	Default Decimal separator
zh-CN	Chinese-China	YYYY/MM/DD	AM/PM	Comma	Period
zh-SG	Chinese-Singapore	DD/MM/YYYY	AM/PM	Comma	Period
zh-HK	Chinese-Hong Kong	DD/MM/YYYY	AM/PM	Comma	Period
zh-TW	Chinese-Taiwan	YYYY/MM/DD	AM/PM	Comma	Period
nl-BE	Dutch-Belgium	DD/MM/YYYY	24 Hour	Period	Comma
nl-NL	Dutch-Netherlands	DD-MM-YYYY	24 Hour	Period	Comma
en-AU	English-Australia	DD/MM/YYYY	AM/PM	Comma	Period
en-CA	English-Canada	YYYY-MM-DD	AM/PM	Comma	Period
en-IN	English-India	DD/MM/YYYY	AM/PM	Comma	Period
en-IE	English-Ireland	DD/MM/YYYY	24 Hour	Comma	Period
en-MT	English-Malta	DD/MM/YYYY	24 Hour	Comma	Period
en-NZ	English-New Zealand	DD/MM/YYYY	AM/PM	Comma	Period
en-PH	English-Philippines	DD/MM/YYYY	AM/PM	Comma	Period
en-SG	English-Singapore	DD/MM/YYYY	AM/PM	Comma	Period
en-ZA	English-South Africa	YYYY/MM/DD	24 Hour	Space	Comma
en-GB	English-United Kingdom	DD/MM/YYYY	24 Hour	Comma	Period
en-US	English-United States	MM/DD/YYYY	AM/PM	Comma	Period
fr-BE	French-Belgium	DD/MM/YYYY	24 Hour	Space	Comma
fr-CA	French-Canada	YYYY-MM-DD	24 Hour	Space	Comma
fr-FR	French-France	DD/MM/YYYY	24 Hour	Space	Comma
fr-LU	French-Luxembourg	DD/MM/YYYY	24 Hour	Period	Comma
fr-CH	French-Switzerland	DD.MM.YYYY	24 Hour	Space	Comma
de-AT	German-Austria	DD.MM.YYYY	24 Hour	Space	Comma
de-DE	German-Germany	DD.MM.YYYY	24 Hour	Period	Comma
de-LU	German-Luxembourg	DD.MM.YYYY	24 Hour	Period	Comma
de-CH	German-Switzerland	DD.MM.YYYY	24 hour	Apostrophe	Period
it-IT	Italian-Italy	DD/MM/YYYY	24 Hour	Period	Comma
it-CH	Italian-Switzerland	DD.MM.YYYY	24 Hour	Apostrophe	Period
ja-JP	Japanese-Japan	YYYY/MM/DD	24 Hour	Comma	Period
pt-BR	Portuguese-Brazil	DD/MM/YYYY	24 Hour	Period	Comma
pt-PT	Portuguese-Portugal	DD/MM/YYYY	24 Hour	Space	Comma
ru-RU	Russian-Russia	DD.MM.YYYY	24 Hour	Space	Comma
es-AR	Spanish-Argentina	DD/MM/YYYY	24 Hour	Period	Comma
es-BO	Spanish-Bolivia	DD/MM/YYYY	24 Hour	Period	Comma
es-CL	Spanish-Chile	DD-MM-YYYY	24 Hour	Period	Comma
es-CO	Spanish-Colombia	DD/MM/YYYY	AM/PM	Period	Comma
es-CR	Spanish-Costa Rica	DD/MM/YYYY	24 Hour	Space	Comma
es-DO	Spanish-Dominican Republic	DD/MM/YYYY	AM/PM	Comma	Period
es-EC	Spanish-Ecuador	DD/MM/YYYY	24 Hour	Period	Comma
es-SV	Spanish-El Salvador	DD/MM/YYYY	24 Hour	Comma	Period
es-GT	Spanish-Guatemala	DD/MM/YYYY	24 Hour	Comma	Period
es-HN	Spanish-Honduras	DD/MM/YYYY	24 Hour	Comma	Period
es-MX	Spanish-Mexico	DD/MM/YYYY	24 Hour	Comma	Period
es-NI	Spanish-Nicaragua	DD/MM/YYYY	24 Hour	Comma	Period
es-PA	Spanish-Panama	MM/DD/YYYY	AM/PM	Comma	Period
es-PY	Spanish-Paraguay	DD/MM/YYYY	24 Hour	Period	Comma
es-PE	Spanish-Peru	DD/MM/YYYY	24 Hour	Comma	Period
es-PR	Spanish-Puerto Rico	MM/DD/YYYY	AM/PM	Comma	Period
es-ES	Spanish-Spain	DD/MM/YYYY	24 Hour	Period	Comma
es-US	Spanish-United States	DD/MM/YYYY	AM/PM	Comma	Period
es-UY	Spanish-Uruguay	DD/MM/YYYY	24 Hour	Period	Comma
es-VE	Spanish-Venezuela	DD/MM/YYYY	AM/PM	Period	Comma
sv-SE	Swedish-Sweden	YYYY-MM-DD	24 Hour	Space	Comma

Location Types

Purpose: Use this screen to work with the location types within an organization.

What is a location type? The location type describes one or more locations within a organization. Each location type indicates the location category (store or warehouse), and can also provide additional information, such as “East Coast Stores” or “Outlet Stores.”

Location relationships: See Organization, System, and Location for an overview of the relationships among Order Broker elements, including location types.

Created how? You must create each location type within Order Broker. See Setting Up Data for the Routing Engine Module or Setting Up Data for the Supplier Direct Fulfillment Module for more information.

Use in OCDS or Merchandising Omni Services imports: When you configure your system to import data from OCDS or Merchandising Omni Services, you need to specify the location types to apply when creating store and warehouse locations. See the OCDS Integration tab at the System screen for more information on configuration, and see OCDS or Merchandising Omni Services Imports for background.

Note:

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

Using an API to work with location types: You can also use an API to create, update, review, count, or delete location types. See the Operations Guide on My Oracle Support (MOS ID 2114324.1) for more information.

How to display this screen: Select Location Types from the Modern View home screen. See the Modern View Overview for background.

Options at this screen

Option	Procedure
create a new location type	Select Add from the Actions menu or select the Add icon () to open the Add Location Type window. Complete each field. All fields are required. Enter the description of the location type in the Location Type Description field. The name can be from 1 to 40 positions long and can include spaces and special characters. Enter the location type code in the Location Type Code field. The location type code can be 1 to 10 positions long, can include spaces and special characters, and must be unique within the organization; however, other organizations can have the same location type code. Since the code is case-sensitive, you can create more than one location type with the same code but different case; for example, you can create a code of abcd and another of ABCD. Select the location category from the Category drop-down box. Possible categories are Store or Warehouse. Select OK or press enter to create the location type, or select Save and Add Another to continue creating location types.
search for a location type	The existing location types defined for your current organization are displayed. Use any combination of the fields at the top of the screen and tab through the search fields to restrict the search results to matching location types: Optionally, enter a full or partial description in the Location Type Description field. When you tab through this field, the displayed location types are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `st`, the location types with descriptions starting with Store or store are displayed. Optionally, enter a full or partial code in the Location Type Code field. When you tab through this field, the displayed location types are limited to those whose codes start with your entry, but that don’t need to match completely. Optionally, select Store or Warehouse in the Category field to display location types of the same category. Sort displayed location types: You can also sort the displayed location types by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
change the description or category of a location type	Highlight a displayed location type. Select Edit from the Actions menu or click the Edit icon () to open the Edit Location Type window. You can edit the Location Type Description , or change the Category flag. See Location Type Fields, below, for details on fields. Select OK or press enter to save your changes.
delete a location type	Highlight a displayed location type. Select Delete from the Actions menu or click the Delete icon (). Select OK or press enter at the Confirm Deletion window to delete the location type. Note: You cannot delete a location type that has an existing location defined.
view a location type	Highlight a displayed location type. Select View from the Actions menu or click the View icon () to open the View Location Type window. See Location Type Fields, below, for details on fields.

Fields at the Location Type screen

Field	Description
Location Type Description	The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters. Case-insensitive for searching; for example, an entry of `o` matches a name of `Outlet`.
Location Type Code	See location type. The name can be from 1 to 10 positions long and can include spaces and special characters. Case-sensitive for searching; for example, an entry of `o` does not match a type of `OUT`.
Category	Either Store or Warehouse. See location category.

Field

Description

Location Type Description

The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters.

Case-insensitive for searching; for example, an entry of o matches a name of Outlet.

Location Type Code

See location type. The name can be from 1 to 10 positions long and can include spaces and special characters.

Case-sensitive for searching; for example, an entry of o does not match a type of OUT.

Field	Description
Location Type Description	The description of the location type. The name can be from 1 to 40 positions long and can include spaces and special characters. Required at the Add or Edit Location Type windows.
Location Type Code	See location type. The name can be from 1 to 10 positions long and can include spaces and special characters. Required at the Add Location Type window; otherwise, display-only.
Category	Either Store or Warehouse. See location category. Required at the Add or Edit Location Type windows.

Order Reason Codes

Purpose: Use this screen to work with reason codes used by store associates or managers in Store Connect to:

reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
cancel a pickup, ship-for-pickup, or delivery order, or a line on a pickup, ship-for-pickup, or delivery order

Cancel or reject reasons: Use the Cancel or Reject tabs at the top of the screen to work with either cancel reasons or reject reasons.

Auto Cancel Reason: You can also use this screen to create the Auto Cancel Reason to use when an unclaimed pickup or ship-for-pickup order is not picked up within a specified number of days. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen. See Auto-Cancel Unclaimed Orders for background.

Using an API to work with order reason codes: You can also use an API to create, update, review, count, or delete order reason codes. See the Operations Guide (MOS ID 2114324.1) for more information.

How to display this screen: Select Order Reason Codes from the Modern View home screen. See the Modern View Overview for background.

Note:

Only users with Order Reason Codes authority can display this screen. See the Role Wizard for more information.

Option	Procedure
switch between Cancel and Reject reason codes	Use the Cancel and Reject tabs below the screen title to switch between the two types of order reason codes.
create a new reason code	The steps to create a new Cancel reason code and a Reject reason code are the same. Optionally, select a different organization. See the Modern View Overview for background. Note: You must complete the Preferences screen for an organization before you can select it. Select Add from the Actions menu or select the Add icon () to open the Add Cancel Order Reason Code or the Add Reject Reason Code window, depending on whether the Cancel or Reject tab is selected at the top of the screen below the screen title. Complete each of the required fields. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields. Select OK or press enter to create the reason code, or select Save and Add Another to continue creating reason codes.
search for a reason code	The existing cancel or reject reason codes defined for your current organization are displayed below the selected type. Use any combination of the fields at the top of the screen, as well as selecting either the Cancel or Reject tabs at the top of the screen below the screen title, and then tab through the search fields to restrict the search results to matching reason codes: Optionally, enter a full or partial reason code description. When you tab through this field, the displayed reason codes are limited to those whose descriptions start with your entry, but that don’t need to match completely. For example, if your entry is `Cu`, the reason codes with descriptions of Customer Request or Customer No-Show or displayed. Optionally, enter a full or partial reason code in the Order Reason Code field. When you tab through this field, the displayed reason codes are limited to those whose codes start with your entry, but that don’t need to match completely. For example, if your entry is `2`, the reason codes starting with 2 are displayed. Optionally, select Yes or No in the Active fields to display matching reason codes. Sort displayed reason codes: You can also sort the displayed reason codes by clicking the up arrow (^) or down arrow next to each field title. View options: Open the View Options drop-down menu to the right of the Actions menu to manage columns, change the sort of individual columns from ascending to descending or back, or remove the search fields above the columns. See How to use the View options in Modern View for more information. Filter options: Open the Filter Options drop-down menu to the right of the refresh icon () to control whether the search results need to match all the search criteria entered for multiple columns. See How to use the Filter Options in Modern View for more information. Clear filters: Select Clear Filters to remove the criteria entered in the filter fields.
edit a reason code definition	Highlight a displayed reason code. Select Edit from the Actions menu or click the Edit icon () to open the Edit Cancel Order Reason Code or Edit Reject Order Reason Code window. You can edit the Order Reason Code Description or change the setting of the Active flag. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields. Select OK or press enter to save your changes. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen
delete a reason code	Highlight a displayed reason code. Select Delete from the Actions menu or click the Delete icon (). Select OK at the Confirm Deletion window to delete the reason code. Note: You can delete a reason code only if it is not specified as the Auto Cancel Reason at the Fulfillment tab of the Preferences screen.
view a reason code definition	Highlight a displayed reason code. Select View from the Actions menu or click the View icon () to open the View Cancel Order Reason Code or View Reject Order Reason Code window. See Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows, below, for details on fields.

Fields at the Order Reason Codes screen

Field	Description
Order Reason Code Description	The description of the reason code. The description can be from 1 to 128 positions long and can include spaces and special characters.
Order Reason Code	The name of the reason code. The name can be from 1 to 30 positions long and can include spaces and special characters. The code identifies a reason to: reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order cancel a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order automatically cancel an unclaimed pickup or ship-for-pickup order, if the code is specified in the Auto Cancel Reason field at the Preferences screen. The code name can be from 1 to 30 positions long and can include spaces and special characters.
Active	Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling or rejecting an order or line. Select Yes or No to display reason codes that match your selection.

Field

Description

Order Reason Code Description

The description of the reason code. The description can be from 1 to 128 positions long and can include spaces and special characters.

Order Reason Code

The name of the reason code. The name can be from 1 to 30 positions long and can include spaces and special characters.

The code identifies a reason to:

reject a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
cancel a delivery, ship-for-pickup, or pickup order, or a line on a delivery, ship-for-pickup, or pickup order
automatically cancel an unclaimed pickup or ship-for-pickup order, if the code is specified in the Auto Cancel Reason field at the Preferences screen.

The code name can be from 1 to 30 positions long and can include spaces and special characters.

Active

Indicates whether the reason code is available for selection in Store Connect when an associate or manager is canceling or rejecting an order or line.

Select Yes or No to display reason codes that match your selection.

Fields at the Add, Edit, or View Order Cancel or Order Reject Reason Code Windows

All fields are enterable at the Create Order Reason Codes window. All fields except the Order Reason Code are enterable at the Edit Cancel Order Reason Code or Edit Reject Order Reason Code window. All fields are display-only at the View Cancel Order Reason Code or View Reject Order Reason Code window.

Field	Description
Order Reason Code Description	The description of the reason code. Can be up to 35 positions. Required when creating or editing a reason code.
Order Reason Code	The code identifying the reason to: reject a delivery or pickup order, or a line on a delivery or pickup order cancel a pickup or delivery order, or a line on a pickup or delivery order automatically cancel an unclaimed pickup order, if Auto-Cancel Unclaimed Orders is enabled Your entry can be up to 30 positions. Required when creating a new code; otherwise, display-only.
Active	Indicates whether the reason code is available for selection by the store associate or manager when canceling or rejecting an order or line in Store Connect. Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen

Field

Description

Order Reason Code Description

The description of the reason code. Can be up to 35 positions. Required when creating or editing a reason code.

Order Reason Code

The code identifying the reason to:

reject a delivery or pickup order, or a line on a delivery or pickup order
cancel a pickup or delivery order, or a line on a pickup or delivery order
automatically cancel an unclaimed pickup order, if Auto-Cancel Unclaimed Orders is enabled

Your entry can be up to 30 positions. Required when creating a new code; otherwise, display-only.

Active

Indicates whether the reason code is available for selection by the store associate or manager when canceling or rejecting an order or line in Store Connect.

Note that you should not deactivate the Auto Cancel Reason code specified at the Preferences screen