Vendors

Purpose: Use the Vendors screen to work with vendors who fulfill drop ship orders.

What is a vendor? A vendor fulfills drop ship purchase orders processed through the Supplier Direct Fulfillment module.

Default vendor system required: Before you create any vendors, you need to use the System screen to create the default vendor system for your organization. The default vendor system needs to have the Vendor Default flag at the System screen selected. You do not need to set any other values for the default vendor system.

Ways to create a vendor: An integrated system such as Order Administration System can create a vendor by:

sending the CreateDSVendor message to Order Orchestration. This message can include the vendor’s address and contact information, including phone numbers and an email address.
sending a CreateDSOrder message to Order Orchestration for a vendor who does not already exist in Order Orchestration. When you create a vendor this way, the Contact and Return Address information is blank.
clicking Create at this screen; see create a new vendor below for more information.

Preference and Carrier default settings: When you create a vendor through the CreateDSVendor or CreateDSOrder messages:

Preferences: All the vendor’s settings at the Preferences tab are blank or zero, except that the Generate Format for the pack slip is set to Both PDF and CSV, and the PDF Form Type is Graphical.
Carrier assignments: The vendor is automatically assigned to all active carriers.

You can use the Edit Vendor screen to change any of these defaults.

Order Administration integration: Vendors in Order Orchestration that correspond to Order Administration vendors must have codes identical to the Order Administration vendor codes. Order Administration uses numeric vendor codes and does not support non-numeric codes.

Vendor anonymized? If the vendor data has been anonymized, asterisks are displayed for the name, telephone, and email address:

*** ***

***

Also, if the vendor data has been anonymized, searching by vendor name is not supported.

A vendor is eligible to be anonymized only if there are no open purchase orders. When the vendor is anonymized, it is flagged as inactive.

See Anonymizing Data for background.

How to display this screen: Select Vendors from the Home Screen or from the Locations Menu.

Note:

Available if Use Vendor Portal is selected at the Tenant screen. Only users with Vendors authority can display this screen. See Roles for more information.

Options at this screen

Option	Procedure
create a new vendor	Each of the fields at the top of the screen is required. Also, you need to create a default vendor system for the organization before you can create any vendors. Optionally, select a different organization from the Organization drop-down box. See Data Hierarchy for more information on how locations are assigned to organizations. Note: You must complete the Preferences screen for an organization before you can select it. Enter a Vendor Code. The code must be unique within the selected organization, and can be 1 to 10 positions in length. Enter a Vendor Name. The name can be 1 to 40 positions in length. Click New. If: a vendor with the same Vendor Code already exists for the organization, Order Orchestration displays an error message. you did not complete the required fields, Order Orchestration displays an error message. there is no default vendor system for the organization, Order Orchestration displays an error message. your entries were accepted, you advance to the New Vendor screen, where you can enter additional information about the vendor. However, if you click Cancel after advancing to the New Vendor screen, the vendor is not created. Order Administration integration: Vendors in Order Orchestration that correspond to Order Administration vendors must have codes identical to the Order Administration vendor codes.
search for a vendor	Your Default Organization, defined through the Users screen, is selected by default, but no vendors are displayed. Click Search to retrieve the first 50 vendors for your organization, or use any combination of the fields at the top of the screen to restrict the search results to matching vendors: Optionally, select a different organization from the Organization drop-down box to restrict your results to that organization. Note: You can select a blank organization to remove this field from your selection criteria. Optionally, enter a full or partial vendor code in the Vendor Code field to restrict your results to vendors whose codes start with your entry. Optionally, enter a full or partial vendor name in the Vendor Name field to restrict your results to vendors whose names contain your entry. If a vendor has been anonymized, you cannot search for it by vendor name. Optionally, select a setting in the Active dropdown field to restrict your results to vendors whose statuses match your selection. Click Search. Case: The vendor code and name are case-insensitive for searching; for example, an entry of `n` matches a vendor of `Northern`.
activate or deactivate a vendor	The inactive icon () indicates that the vendor is not currently active and that vendor users cannot currently log into the Vendor Portal; otherwise, the active icon () indicates that the vendor is active, and vendors can log in. To switch between the settings, click the icon that is currently displayed. When a vendor is anonymized, it is flagged as inactive. Note: Flagging a vendor as inactive does not prevent creating new purchase orders for the vendor.
select a vendor for review or maintenance	Click the edit icon () to advance to the Edit Vendor screen, where you can review or work with additional information about the vendor, such as address, preferences, and assigned carriers. Note: If the Edit Vendor screen is already open in another tab, you advance to that screen, where the previously-selected vendor is displayed.
delete a vendor	Select the delete icon () next to a vendor to delete the vendor from Order Orchestration. You can delete a vendor only if there are no existing purchase orders for the vendor.

Fields at this screen

Field	Description
Search/new fields:
Organization	See organization. Required to create a new vendor. From the Default Organization defined through the Users screen, but you can override it. Note: You must complete the Preferences screen for an organization before you can select it.
Vendor Code	The code identifying the vendor. Required to create a new vendor. Can be 1 to 10 positions in length. Vendor codes in Order Administration are always numeric and a maximum of 7 positions. Case-insensitive for searching; for example, an entry of `n` matches a vendor of `Northern`.
Vendor Name	Vendor names can be 1 to 40 positions in length, and do not need to be the same as the name or description of the vendor in the integrated system, such as Order Administration System. Required to create a new vendor. If a vendor has been anonymized, you cannot search for it by vendor name. Case-insensitive for searching; for example, an entry of `n` matches a vendor name of `Northern`.
Active	Indicates whether the vendor is currently active and whether vendor users can currently log into the Vendor Portal. Optionally, select a setting in the Active dropdown field to restrict your results to vendors whose status match your selection. Note: Flagging a vendor as inactive does not prevent creating new purchase orders for the vendor.
Results fields:
Organization	See organization.
Vendor Code	The code identifying a vendor.
Vendor Name	The descriptive name of the vendor. Asterisks are displayed if the vendor has been anonymized.
Telephone	The phone number from the vendor’s Contact address. See the Edit Vendor screen for information on the fields at the Contact tab. Asterisks are displayed if the vendor has been anonymized.
Emails	The vendor’s email address(es) from the Contact address. See the Edit Vendor screen for information on the fields at the Contact tab. Asterisks are displayed if the vendor has been anonymized.
Active	The inactive icon () indicates that vendor users cannot currently log into the Vendor Portal; otherwise, the enabled icon () indicates that vendor users can currently log in. To switch between the settings, click the icon that is currently displayed. When a vendor has been anonymized, it is flagged as inactive. If someone attempts to log in to the Vendor Portal for an inactive vendor, the login screen displays an error: `Log in failed.` Note: Flagging a vendor as inactive does not prevent creating new purchase orders for the vendor.
Edit	Select the edit icon () to advance to the Edit Vendor screen. Note: If the Edit Vendor screen is already open in another tab, you advance to that screen, where the previously-selected vendor is displayed.
Delete	Select the delete icon () next to a vendor to delete the vendor from Order Orchestration. This option is available only if there are no existing purchase orders for the vendor.

New Vendor

Purpose: Use the New Vendor screen to complete creation of a new vendor, including:

specifying the vendor’s contact information and addresses and the vendor’s return address
setting up vendor preferences, including:
- integration information, if this is an integrated vendor rather than one who uses the Vendor Portal screens
- pack slip and pullsheet generation settings
- invoicing options
- email notification options
editing the carriers that are eligible by default for shipments from this vendor

Used for the Supplier Direct Fulfillment module.

Other ways to create a vendor: See the Vendors screen for a discussion of ways to create a vendor.

How to display this screen: Begin creation of a new vendor at the Vendors screen.

Note:

If you click Cancel after advancing to the New Vendor screen, the new vendor is not created.
Available if Use Vendor Portal is selected at the Tenant screen. Only users with Vendors authority can display this screen. See Roles for more information.
If the New Vendor screen was already open in another tab when you clicked the New button, you advance to this screen with the previous new vendor information displayed.

Options at this screen

Option	Procedure
set up contact information for the vendor	Use the Contact tab to enter the vendor’s name, address, email(s), and phone number(s). Contact information is optional unless 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; in this case, the vendor’s contact address is required to determine the originating shipping address. If you are done entering information for the new vendor, click Save.
set up the vendor’s return address	Use the Return Address tab to enter the vendor’s name and return address, email(s), and phone number(s). Return address information is optional.If you are done entering information for the new vendor, click Save.
specify the vendor’s integration, pack slip and pullsheet generation, invoicing and email settings	Use the Preferences tab to set up: Integration: Configuration options for an integrated vendor Pack Slip: Specify whether to generate documents in PDF format, CSV format, or both; whether the PDF forms should be graphical; and whether to generate the batch pullsheet. See the Preferences tab for more information. Email: Specify which emails to generate to the vendor, the email address to use for each. Data Formats: Specify the language to use for vendor forms (pull sheets) and emails, and the date/time and numeric formats to use on Vendor Portal screens as well as on pull sheets and in emails. If you are done entering information for the new vendor, click Save.
remove any carriers that should not be available for the vendor to use or order shipments	At the Carriers tab, unselect the Assigned flag for any carriers that the should not be available to the vendor. The vendor will not be able to confirm any shipments using this carrier, even if the carrier is specified for the purchase order line. If you are done entering information for the new vendor, click Save.

Fields at this screen

Update any of the fields described below and click Save, or click Cancel to return to the Vendors screen without saving the vendor.

Field	Description
Organization	See organization. Display-only.
Vendor Code	The vendor code you entered at the Vendors screen. Display-only. Order Administration integration: The code representing the Order Administration vendor must match the vendor code in that system.
Vendor Name	The descriptive name of the vendor. Can be up to 40 positions in length. Displayed to the vendor at the Vendor Portal. Required.
Contact tab	Contact information is optional unless 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; in this case, the vendor’s contact Address, including address line 1, city, state/province, postal code, and country, is required to determine the originating shipping address. The address information is validated against proximity data or through the geocode API only if the Use Proximity Locator preference is selected.
Contact Name	The Name of the contact for the vendor. Alphanumeric, 50 positions; optional.
Emails	The email address must be formatted as user@host.com (or other valid suffix such as .org). Order Orchestration does not validate that your entry represents an existing email address. Separate multiple email addresses with a semicolon (;). Your entry can be up to 245 positions total. Informational.
Telephones	Includes: Telephone: alphanumeric, 20 positions; optional. Ext (extension): alphanumeric, 10 positions; optional. Fax: alphanumeric, 20 positions; optional.
Address	Made up of: Address: four address lines of up to 50 positions each; optional. Suite: alphanumeric, 20 positions; optional. City: alphanumeric, 35 positions; optional. State/Province: alphanumeric, 3 positions; optional. Country: alphanumeric, 3 positions; optional. Postal Code (ZIP code): alphanumeric, 20 positions; optional.
Return Address tab	The return address information is optional and all fields are informational only.
Company	Alphanumeric, 50 positions; optional.
Contact Name	Alphanumeric, 50 positions; optional.
Emails	Alphanumeric, 255 positions. Separate multiple email addresses with a semicolon (;) and no space; optional.
Telephone	Includes: Telephone: alphanumeric, 20 positions; optional. Ext (extension): alphanumeric, 10 positions; optional. Fax: alphanumeric, 20 positions; optional.
Address	Made up of: Address: four address lines of up to 50 positions each; optional. Suite: alphanumeric, 20 positions; optional. City: alphanumeric, 35 positions; optional. State/Province: alphanumeric, 3 positions; optional. Country: alphanumeric, 3 positions; optional. Postal Code (ZIP code): alphanumeric, 20 positions; optional; but if entered, validated against the proximity_location table or through the geocode API if the Use Proximity Locator preference is selected.
Preferences tab	Each vendor preference category is available by clicking the folder in the left-hand tab.
Integration options	Use these fields to configure the integration between the vendor’s system and Order Orchestration, so the vendor can receive new purchase orders and confirm shipments through JSON messages rather than using the Vendor Portal screens. See the Vendor Integration for background, and the Vendor Integration Guide for more details.
Enable Integration	If this flag is selected, the Vendor Portal includes the Get Purchase Orders screen rather than the Select Purchase Orders screen. Difference between the screens: Use of the Get Purchase Orders screen to prompt an integrated vendor’s system to request purchase orders is not currently implemented, while the Select Purchase Orders screen generates the purchase order documents as well changing the purchase order’s status to In Process. Recommendation: Even though the Get Purchase Orders screen is not currently implemented, Oracle recommends that the Vendor Portal include the Get Purchase Orders screen rather than the Select Purchase Orders screen for an integrated vendor, in order to prevent a vendor user from inadvertently changing a purchase order’s status to In Process before the vendor’s system requests it through a JSON message. This flag is display-only on the Vendor Configuration screen in the Vendor Portal.
Require Acknowledgement	If this flag is selected, a purchase order’s status doesn’t change to In Process when the integration initially sends the purchase order to an integrated vendor system, and no pack slip or pullsheet is generated based on the settings at the Pack Slip options folder; instead, the integrated system needs to send an acknowledgment to update the status of the purchase order or generate the pack slip and pullsheet, if specified for the vendor. This flag is display-only on the Vendor Configuration screen in the Vendor Portal.
Vendor Client Id	Indicates the client ID for the integrated vendor to use when authenticating the getDSOrders, setDSAcknowledge, and setDSConfirm messages. Required for an integrated vendor to successfully submit these messages. Optionally, select a client ID to assign to the vendor. Only client IDs that have been assigned Vendor web service access and have not been assigned to another vendor are available for selection. See the Manage External Application Access screen and the Edit Web Services window for more information. Note: The screen does not display an error message if you select the Enable Integration flag but do not select a client ID for the vendor. Also, if you remove vendor web service access for the client through the Edit Web Services window, the client ID is removed from the vendor automatically. This ID is display-only on the Vendor Configuration screen in the Vendor Portal.
Pack Slip options	Use these options to control the documents generated when the vendor selects purchase orders for fulfillment. Additional setup: Use the Preferences tab for the brand for additional settings related to the pack slip and pullsheet, including the brand logo, the form programs, and the pack slip message. See New Brand screen in Modern View for field descriptions.
Generate Format	Indicates the format in which to generate the pack slip for the vendor. Possible settings are: Both PDF and CSV (default) = Generate both a PDF of the pack slip and a CSV file containing the information on the pack slip. CSV = Generate a CSV file containing the information on the pack slip, but no PDF. PDF = Generate a PDF of the pack slip, but no CSV file. Note: If the PDF Form Type is set to None, no PDFs or CSVs are generated for the pack slip, regardless of the setting of the Generate Format field.
PDF Form Type	Controls the format of the PDF of the pack slip: Graphical (default) = The pack slip PDF includes graphical elements, including the logo specified for the brand. Note: See the New Brand screen in Modern View for information on setting up the brand logo. Non-Graphical = The pack slip PDF does not include any graphical elements. You would use this setting if the vendor prints the pack slip PDF onto pre-printed forms. None = No pack slip PDF is generated, regardless of the setting of the Generate Format field.
Print Batch PullSheet	Controls whether to generate a batch pullsheet to aid in picking stock when the vendor generates pack slips. If this option is: selected = A graphical PDF pullsheet is generated when the vendor generates pack slips. unselected (default) = No pullsheet is generated when the vendor generates pack slips.
Invoices options
Uses Invoicing	Controls general support for invoicing in the Vendor Portal: selected = The Invoice # field is available in the Vendor Portal at the Purchase Order Shipping screen, and the Vendor Portal landing page displays the number of purchase orders eligible for invoicing. unselected (default) = The Invoice # field is not available in the Vendor Portal at the Purchase Order Shipping screen, and the Vendor Portal landing page does not display the number of purchase orders eligible for invoicing. Also, with this setting you cannot select the Require Invoice # at Shipping preference, below. Note: This setting does not control the ability to create invoices; this ability is controlled by the vendor user’s authority based on assigned roles. See Vendor User Profiles for background.
Require Invoice # at Shipping	Controls whether entry of an invoice number is required at the Purchase Order Shipping screen in the Vendor Portal: selected = Entry of the Invoice # is required at the Purchase Order Shipping screen in the Vendor Portal. If this field is selected, you must also select the Uses Invoices field, so that the Invoice # field is available for entry at the Purchase Order Shipping screen. Note: You cannot select this option unless the Uses Invoices preference, above, is selected. unselected (default) = Entry of the Invoice # is not required at the Purchase Order Shipping screen in the Vendor Portal. If the Allow Invoices field is selected, then entry of an invoice is optional at the Purchase Order Shipping screen. If this setting is selected, then a vendor user cannot confirm shipments at the Purchase Order Shipping screen without authority to create invoices. See Vendor User Profiles for background on assigning authority to vendor users. This setting does not affect the Integrated Shipping screen or the Purchase Order Shipping Upload screen in the Vendor Portal; it applies to the Purchase Order Shipping screen only.
Unit Cost Threshold	The maximum percentage by which the unit cost on an invoice can exceed or fall below the original cost and still be approved automatically. If the vendor overrides the unit cost to an amount that exceeds or falls below the original cost by more than this percentage, the invoice goes into Held status for your review upon submission. Example: The Unit Cost Threshold is set to 10%, and the original unit cost on a shipped purchase order line is $10.00. If the vendor overrides the unit cost to: between $11.00 and $9.00, the invoice goes into Approved status when the vendor submits it, because the unit price is still within the 10% threshold. $11.01 or higher, or to $8.99 or lower, the invoice goes into Held status when the vendor submits it. Also, you receive the Out-of-balance invoice notification email to retailer if the Invoice Balance Notification flag is selected and an email address is specified at the Email tab of the Drop Ship Preferences screen. Order Orchestration evaluates each shipped line on the invoice individually, not the invoice as a whole. If any individual line breaches the threshold, Order Orchestration holds the invoice. The default setting is 10%. If you set this value to 0%, the invoice goes into Held status if the vendor changes the unit cost at all. Required. Note: This threshold applies to unit cost only, and does not account for any additional charges, such as header or detail freight, handling, or other charges.
Emails options	These fields control the email notifications automatically sent to the vendor. Note: With authority to the Preferences secured feature, the vendor administrator can also update these fields.
PO Notification	Select this flag to send an email notification to the email address(es) indicated when you send new purchase orders to the vendor for fulfillment, or when you submit an address change, cancellation request, or cost change. At least one email address is required if the flag is selected. See the Supplier Direct Fulfillment Module Email Notifications Summary for more information. Separate each additional email address with a semicolon and no space.
Upload Error Notification	Select this flag to send an email notification to the email address(es) indicated if there are any errors when the vendor uploads shipment confirmations or invoices. At least one email address is required if the flag is selected. See the Supplier Direct Fulfillment Module Email Notifications Summary for more information. Separate each additional email address with a semicolon and no space.
Invoice Balance Notification	Select this flag to send an email notification to the email address(es) indicated when you approve or reject an invoice that includes any out-of-balance lines. At least one email address is required if the flag is selected. See the Supplier Direct Fulfillment Module Email Notifications Summary for more information. Separate each additional email address with a semicolon and no space.
Data Formats options	These fields control: the language to use on vendor forms (pull sheets), and for emails to the vendor the date/time and numeric formats to use: on the vendor pullsheet for emails to the vendor on Vendor Portal screens for the vendor The language displayed on Vendor Portal screens is controlled by the locale code appended to the URL for the Vendor Portal. The vendor’s locale is not appended to the Vendor Portal link embedded in the email. The same URL is embedded for all vendors. With authority to the Preferences secured feature, the vendor administrator can also update these fields.
Language	The language to use for the vendor pullsheet, and for emails to the vendor. Available languages are: Brazil-Portuguese China-Chinese (simplified) France-French Germany-German Italy-Italian Japan-Japanese (Gregorian calendar) Netherlands-Dutch Russia-Russian Spain-Spanish Sweden-Swedish United States-English (default) Required.
Date Format	The format to use for the display of dates: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: MM/DD/YYYY (default): Month/day/year, for example: 12/31/2017 DD.MM.YYYY: Day.month.year, for example: 31.12.2017 DD/MM/YYYY: Day/month/year, for example: 31/12/2017 YYYY/MM/DD: Year/month/day, for example: 2017/12/31 DD-MM-YYYY: Day-month-year, for example: 31-12-2017 Required.
Time Format	The format to use for the display of times: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: AM/PM (default): For example: 11:40 AM 24 Hour: For example: 13:01 Required.
Decimal Separator	The character to use as a decimal separator: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: Period (default): For example, 12.34 Comma: For example, 12,34 Required. Note: The decimal separator and the thousands separator cannot be the same.
Thousands Separator	The character to use as a separator for numbers over 3 positions: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: Comma (default) For example, 1,234 Period: For example, 1.234 Space: For example, 1 234 Required. Note: The decimal separator and the thousands separator cannot be the same.
Carriers tab	Use this tab to indicate which carriers the vendor can use for shipping drop ship orders. Only carriers flagged as Active are available at this tab. All other fields at this tab are display-only; use the Carriers screen in Modern View to work with these settings for a carrier. Assigned by default: When you create a new vendor, all active carriers are assigned to the vendor by default. Also, when you create a new active carrier, it is automatically assigned to all existing vendors by default. Automatic creation of carrier: When you create a new carrier through the CreateDSOrder message, Order Orchestration creates a new carrier record, using a description of Auto Created XYZ, where XYZ is the `carrier_cd` passed in the message. The carrier is automatically assigned to all existing vendors as an active carrier, with the Tracking # Required, Weight Required, and Rate Required flags all unselected, indicating that the vendor does not need to supply this information when confirming a shipment for the carrier. For more information: See the Carriers screen in Modern View for more information on setting up carriers.
Assigned	Indicates whether the vendor is authorized to use this carrier for shipment of drop ship orders. All carriers are selected by default when you create a new vendor. Click the Assigned checkbox to change the assignment status of the carrier for the vendor.
Carrier Code	The code identifying the carrier. Display-only.
Carrier Description	The description of the carrier. A description such as `Auto Created 99`, where `99` is the carrier code, indicates that the carrier was created automatically through the CreateDSOrder message. Display-only.
Tracking # Required	Selected if the vendor must provide a tracking number for each shipment using this carrier; otherwise, the tracking number is optional. Display-only.
Weight Required	Selected if the vendor must provide the shipping weight for each shipment using this carrier; otherwise, the shipping weight is optional. Display-only.
Rate Required	Selected if the vendor must provide the shipping rate for each shipment using this carrier; otherwise, the shipping rate is optional. Display-only.

Edit Vendor

Purpose: Use the Edit Vendor screen to review or update a vendor, including:

specifying the vendor’s contact information and addresses and the vendor’s return address
setting up vendor preferences, including:
- integration information, if this is an integrated vendor rather than one who uses the Vendor Portal screens
- pack slip and pullsheet generation settings
- invoicing options
- email notification options
- data formats for screens and emails
editing the carriers that are eligible by default for shipments from this vendor

Used for the Supplier Direct Fulfillment module.

Vendor anonymized? When a vendor has been anonymized, asterisks are displayed for the vendor’s name and all contact and return address data.

A vendor is eligible to be anonymized only if there are no open purchase orders for the vendor. When the vendor is anonymized, it is flagged as inactive.

See Anonymizing Data for background.

How to display this screen: Click the edit icon () for an existing vendor at the Vendors screen.

Available if Use Vendor Portal is selected at the Tenant screen. Only users with Vendors authority can display this screen. See Roles for more information.
If the Edit Vendor screen was already open in another tab when you clicked the edit icon, you advance to this screen with the previous vendor information displayed.

Options at this screen

Option	Procedure
review or change the contact information for the vendor	Use the Contact tab to add or change the vendor’s name, address, email(s), and phone number(s). Contact information is optional unless 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; in this case, the vendor’s contact address is required to determine the originating shipping address. If you are done entering information for the vendor, click Save.
review or change the vendor’s return address	Use the Return Address tab to add or change the vendor’s name and return address, email(s), and phone number(s). Return address information is optional. If you are done entering information for the vendor, click Save.
specify the vendor’s integration, pack slip and pullsheet generation, invoicing and email settings	Use the Preferences tab to set up: Integration configuration options for an integrated vendor. Pack Slip: Specify whether to generate documents in PDF format, CSV format, or both; whether the PDF forms should be graphical; and whether to generate the batch pullsheet. Email: Specify which emails to generate to the vendor, the email address to use for each, and the locale to use if the vendor requires emails in a different language. If you are done entering information for the vendor, click Save.
remove any carriers that should not be available for the vendor to use or order shipments, or add carriers	At the Carriers tab, unselect the Assigned flag for any carriers that the should not be available to the vendor. The vendor will not be able to confirm any shipments using this carrier, even if the carrier is specified for the purchase order line. To re-add a carrier, select the Assigned flag. If you are done entering information for the vendor, click Save.

Fields at this screen

Update any of the fields described below and click Save, or click Cancel to return to the Vendors screen without saving any changes to the vendor.

Field	Description
Organization	See organization. Display-only.
Vendor Code	The vendor code you entered at the Vendors screen. Display-only. Order Administration integration: The code representing the Order Administration vendor must match the vendor code in that system.
Vendor Name	The descriptive name of the vendor. Can be up to 40 positions in length. Displayed to the vendor at the Vendor Portal. Required. When a vendor has been anonymized, asterisks are displayed.
Contact tab	Contact information is optional unless 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; in this case, the vendor’s contact Address, including address line 1, city, state/province, postal code, and country, is required to determine the originating shipping address. The address information is validated against proximity data or through the Oracle Maps Cloud Service only if the Use Proximity Locator preference is selected. Vendor anonymized? When a vendor has been anonymized, asterisks are displayed for all contact data. A vendor is eligible to be anonymized only if there are no open purchase orders for the vendor. When the vendor is anonymized, it is flagged as inactive. See Anonymizing Data for background.
Contact Name	The name of the contact for the vendor. Alphanumeric, 50 positions; optional.
Emails	The email address must be formatted as user@host.com (or other valid suffix such as .org). Order Orchestration does not validate that your entry represents an existing email address. Separate multiple email addresses with a semicolon (;). Your entry can be up to 245 positions total. Informational.
Telephones	Includes: Telephone: alphanumeric, 20 positions; optional. Ext (extension): alphanumeric, 10 positions; optional. Fax: alphanumeric, 20 positions; optional.
Address	Made up of: Address: four address lines of up to 50 positions each. Optional. Suite: alphanumeric, 20 positions. Optional. City: alphanumeric, 35 positions. Optional. State/Province: alphanumeric, 3 positions. Optional. Country: alphanumeric, 3 positions. Optional. Postal Code (ZIP code): alphanumeric, 20 positions. Optional.
Return Address tab	The return address is optional and all fields are informational only. Vendor anonymized? When a vendor has been anonymized, asterisks are displayed for all return address data. A vendor is eligible to be anonymized only if there are no open purchase orders for the vendor. When the vendor is anonymized, it is flagged as inactive. See Anonymizing Data for background.
Company	Alphanumeric, 50 positions; optional.
Contact Name	Alphanumeric, 50 positions; optional.
Emails	Alphanumeric, 255 positions. Separate multiple email addresses with a semicolon (;) and no space; optional.
Telephone	Includes: Telephone: alphanumeric, 20 positions; optional. Ext (extension): alphanumeric, 10 positions; optional. Fax: alphanumeric, 20 positions; optional.
Address	Made up of: Address: four address lines of up to 50 positions each. Optional. Suite: alphanumeric, 20 positions. Optional. City: alphanumeric, 35 positions. Optional. State/Province: alphanumeric, 3 positions. Optional. Country: alphanumeric, 3 positions. Optional. Postal Code (ZIP code): alphanumeric, 20 positions. Optional; but if entered, validated against the proximity_location or through the Oracle Maps Cloud Service if the Use Proximity Locator preference is selected.
Preferences tab	Each vendor preference category is available by clicking the folder in the left-hand tab.
Integration and PO Schedule options	Use these fields to configure the integration between the vendor’s system and Order Orchestration, so the vendor can receive new purchase orders and confirm shipments through JSON messages rather than using the Vendor Portal screens. See the Vendor Integration for background, and the Vendor Integration Guide for more details.
Enable Integration	If this flag is selected, the Vendor Portal includes the Get Purchase Orders screen rather than the Select Purchase Orders screen. Difference between the screens: Use of the Get Purchase Orders screen to prompt an integrated vendor’s system to request purchase orders is not currently implemented, while the Select Purchase Orders screen generates the purchase order documents as well changing the purchase order’s status to In Process. Recommendation: Even though the Get Purchase Orders screen is not currently implemented, Oracle recommends that the Vendor Portal include the Get Purchase Orders screen rather than the Select Purchase Orders screen for an integrated vendor, in order to prevent a vendor user from inadvertently changing a purchase order’s status to In Process before the vendor’s system requests it through a JSON message. This flag is display-only on the Vendor Configuration screen in the Vendor Portal.
Require Acknowledgement	If this flag is selected, a purchase order’s status doesn’t change to In Process when the integration initially sends the purchase order to an integrated vendor system, and no pack slip or pullsheet is generated based on the settings at the Pack Slip options folder; instead, the integrated system needs to send an acknowledgment to update the status of the purchase order or generate the pack slip and pullsheet, if specified for the vendor. This flag is display-only on the Vendor Configuration screen in the Vendor Portal.
Vendor Client Id	Indicates the client ID for the integrated vendor to use when authenticating the getDSOrders, setDSAcknowledge, and setDSConfirm messages. Required for an integrated vendor to successfully submit these messages. Optionally, select a client ID to assign to the vendor. Only client IDs that have been assigned Vendor web service access and have not been assigned to another vendor are available for selection. See the Manage External Application Access screen and the Edit Web Services window for more information. Note: The screen does not display an error message if you select the Enable Integration flag but do not select a client ID for the vendor. Also, if you remove vendor web service access for the client through the Edit Web Services window, the client ID is removed from the vendor automatically. This ID is display-only on the Vendor Configuration screen in the Vendor Portal.
Pack Slip options	Use these options to control the documents generated when the vendor selects purchase orders for fulfillment. Additional setup: Use the Preferences tab for the brand for additional settings related to the pack slip and pullsheet, including the brand logo, the form programs, and the pack slip message. See New Brand screen in Modern View for field descriptions.
Generate Format	Indicates the format in which to generate the pack slip for the vendor. Possible settings are: Both PDF and CSV (default) = Generate both a PDF of the pack slip and a CSV file containing the information on the pack slip. CSV = Generate a CSV file containing the information on the pack slip, but no PDF. PDF = Generate a PDF of the pack slip, but no CSV file. Note: If the PDF Form Type is set to None, no PDFs or CSVs are generated for the pack slip, regardless of the setting of the Generate Format field.
PDF Form Type	Controls the format of the PDF of the pack slip: Graphical (default) = The pack slip PDF includes graphical elements, including the logo specified for the brand. Note: See the New Brand or Edit Brand screens in Modern View for information on setting up the brand logo. Non-Graphical = The pack slip PDF does not include any graphical elements. You would use this setting if the vendor prints the pack slip PDF onto pre-printed forms. None = No pack slip PDF is generated, regardless of the setting of the Generate Format field.
Print Batch PullSheet	Controls whether to generate a batch pullsheet to aid in picking stock when the vendor generates pack slips. If this option is: selected = A graphical PDF pullsheet is generated when the vendor generates pack slips. unselected (default) = No pullsheet is generated when the vendor generates pack slips.
Invoices options
Uses Invoicing	Controls general support for invoicing in the Vendor Portal: selected = The Invoice # field is available in the Vendor Portal at the Purchase Order Shipping screen, and the Vendor Portal landing page displays the number of purchase orders eligible for invoicing. unselected (default) = The Invoice # field is not available in the Vendor Portal at the Purchase Order Shipping screen, and the Vendor Portal landing page does not display the number of purchase orders eligible for invoicing. Also, with this setting you cannot select the Require Invoice # at Shipping preference, below. Note: This setting does not control the ability to create invoices; this ability is controlled by the vendor user’s authority based on assigned roles. See Vendor User Profiles for background.
Require Invoice # at Shipping	Controls whether entry of an invoice number is required at the Purchase Order Shipping screen in the Vendor Portal: selected = Entry of the Invoice # is required at the Purchase Order Shipping screen in the Vendor Portal. If this field is selected, you must also select the Uses Invoices field, so that the Invoice # field is available for entry at the Purchase Order Shipping screen. Note: You cannot select this option unless the Uses Invoices preference, above, is selected. unselected (default) = Entry of the Invoice # is not required at the Purchase Order Shipping screen in the Vendor Portal. If the Allow Invoices field is selected, then entry of an invoice is optional at the Purchase Order Shipping screen. Note: If this setting is selected, then a vendor user cannot confirm shipments at the Purchase Order Shipping screen without authority to create invoices. See Vendor User Profiles for background on assigning authority to vendor users. This setting does not affect the Integrated Shipping screen or the Purchase Order Shipping Upload screen in the Vendor Portal; it applies to the Purchase Order Shipping screen only.
Unit Cost Threshold	The maximum percentage by which the unit cost on an invoice can exceed or fall below the original cost and still be approved automatically. If the vendor overrides the unit cost to an amount that exceeds or falls below the original cost by more than this percentage, the invoice goes into Held status for your review upon submission. Example: The Unit Cost Threshold is set to 10%, and the original unit cost on a shipped purchase order line is $10.00. If the vendor overrides the unit cost to: between $11.00 and $9.00, the invoice goes into Approved status when the vendor submits it, because the unit price is still within the 10% threshold. $11.01 or higher, or to $8.99 or lower, the invoice goes into Held status when the vendor submits it. Also, you receive the Out-of-balance invoice notification email to retailer if the Invoice Balance Notification flag is selected and an email address is specified at the Email tab of the Drop Ship Preferences screen. Order Orchestration evaluates each shipped line on the invoice individually, not the invoice as a whole. If any individual line breaches the threshold, Order Orchestration holds the invoice. The default setting is 10%. If you set this value to 0%, the invoice goes into Held status if the vendor changes the unit cost at all. Required. Note: This threshold applies to unit cost only, and does not account for any additional charges, such as header or detail freight, handling, or other charges.
Emails options	These fields control the email notifications automatically sent to the vendor. Note: With authority to the Preferences secured feature, the vendor administrator can also update these fields.
PO Notification	Select this flag to send an email notification to the email address(es) indicated when you send new purchase orders to the vendor for fulfillment or when you submit an address change, cancellation request, or cost change. At least one email address is required if the flag is selected. See the Supplier Direct Fulfillment Module Email Notifications Summary for more information. Separate each additional email address with a semicolon and no space.
Upload Error Notification	Select this flag to send an email notification to the email address(es) indicated if there are any errors when the vendor uploads shipment confirmations or invoices. At least one email address is required if the flag is selected. See the Supplier Direct Fulfillment Module Email Notifications Summary for more information. Separate each additional email address with a semicolon and no space.
Invoice Balance Notification	Select this flag to send an email notification to the email address(es) indicated when you approve or reject an invoice that includes any out-of-balance lines. At least one email address is required if the flag is selected. See the Supplier Direct Fulfillment Module Email Notifications Summary for more information. Separate each additional email address with a semicolon and no space.
Data Formats options	These fields control: the language to use on pullsheets, and for emails to the vendor the date/time and numeric formats to use: on vendor pullsheets for emails to the vendor on Vendor Portal screens for the vendor Note: The language displayed on Vendor Portal screens is controlled by the locale code appended to the URL for the Vendor Portal. The vendor’s locale is not appended to the Vendor Portal link embedded in the email. The same URL is embedded for all vendors. With authority to the Preferences secured feature, the vendor administrator can also update these fields.
Language	The language to use for vendor pullsheets, and for emails to the vendor. Available languages are: Brazil-Portuguese China-Chinese (simplified) France-French Germany-German Italy-Italian Japan-Japanese (Gregorian calendar) Netherlands-Dutch Russia-Russian Spain-Spanish Sweden-Swedish United States-English (default) The Language is also set to United States-English when you create a new vendor through the CreateDSVendor message. Required.
Date Format	The format to use for the display of dates: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: MM/DD/YYYY (default): Month/day/year, for example: 12/31/2017 DD.MM.YYYY: Day.month.year, for example: 31.12.2017 DD/MM/YYYY: Day/month/year, for example: 31/12/2017 YYYY/MM/DD: Year/month/day, for example: 2017/12/31 DD-MM-YYYY: Day-month-year, for example: 31-12-2017 Required.
Time Format	The format to use for the display of times: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: AM/PM (default): For example: 11:40 AM 24 Hour: For example: 13:01 Required.
Decimal Separator	The character to use as a decimal separator: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: Period (default): For example, 12.34 Comma: For example, 12,34 Required. Note: The decimal separator and the thousands separator cannot be the same.
Thousands Separator	The character to use as a separator for numbers over 3 positions: on Vendor Portal screens on the vendor pullsheet in system-generated emails to the vendor Available formats are: Comma (default) For example, 1,234 Period: For example, 1.234 Space: For example, 1 234 Required. Note: The decimal separator and the thousands separator cannot be the same.
Carriers tab	Use this tab to indicate which carriers the vendor can use for shipping drop ship orders. Only carriers flagged as Active are available at this tab. All other fields at this tab are display-only; use the Carriers screen in Modern View to work with these settings for a carrier. Assigned by default: When you create a new vendor, all active carriers are assigned to the vendor by default. Also, when you create a new active carrier, it is automatically assigned to all existing vendors by default. Automatic creation of carrier: When you create a new carrier through the CreateDSOrder message, Order Orchestration creates a new carrier record, using a description of Auto Created XYZ, where XYZ is the `carrier_cd` passed in the message. The carrier is automatically assigned to all existing vendors as an active carrier, with the Tracking # Required, Weight Required, and Rate Required flags all unselected, indicating that the vendor does not need to supply this information when confirming a shipment for the carrier. For more information: See the Carriers screen in Modern View for more information on setting up carriers.
Assigned	Indicates whether the vendor is authorized to use this carrier for shipment of drop ship orders. All carriers are selected for the vendor by default if they are flagged as Active at creation. If a carrier was created as inactive and afterward flagged as Active, it is then selected for the vendor. Click the Assigned checkbox to change the assignment status of the carrier for the vendor.
Carrier Code	The code identifying the carrier. Display-only.
Carrier Description	The description of the carrier. A description such as `Auto Created 99`, where `99` is the carrier code, indicates that the carrier was created automatically through the CreateDSOrder message. Display-only.
Tracking # Required	Selected if the vendor must provide a tracking number for each shipment using this carrier; otherwise, the tracking number is optional. Display-only.
Weight Required	Selected if the vendor must provide the shipping weight for each shipment using this carrier; otherwise, the shipping weight is optional. Display-only.
Rate Required	Selected if the vendor must provide the shipping rate for each shipment using this carrier; otherwise, the shipping rate is optional. Display-only.