10 Merchandising
- Setting Up the Item Supporting Tables
- Setting Up the Purchasing Tables
- Creating and Working with Items
- Setting up SKUs
- Working with Sets
- Updating Items and SKUs
- Maintaining Purchase Orders
- Using Purchase Order Inquiry
- Printing Purchase Orders
- Printing Purchase Order Reports
- Performing Inventory Analyses
- Retail Integration (External System to Order Management System)
Setting Up the Item Supporting Tables
Supporting tables: This part describes how to set up the item supporting tables. Generally, these tables contain codes and associated descriptions which you use to define and classify items.
- Working with Hazardous Item Codes (WHAZ) describes creating, changing, deleting, and displaying these codes.
- Working with Item Category Codes (WITG) describes creating, changing, deleting, and displaying these codes.
- Working with Item Classes (WICL) describes creating, changing, deleting, and displaying these codes.
- Working with Item Status (WIST) describes creating, changing, deleting, and displaying these codes.
- Working with Long SKU Classes (WLSC) describes creating, changing, deleting, and displaying these codes.
- Working with Long SKU Departments (WLSD) describes creating, changing, deleting, and displaying these codes.
- Working with Units of Measure (WUOM) describes creating, changing, deleting, and displaying these codes.
- Working with Item Subscriptions (WISB) describes creating, changing, deleting, and displaying subscription items.
- Working with Item Keywords (WKEY) describes creating, changing, and deleting keywords you can use when scanning for an item.
- Working with Item Keyword Exclusions (WEXC) describes creating, changing, and deleting words you can exclude from automatic keyword creation.
- Working with Tax Product Code Cross References (WTPC) describes how to set up a cross reference table to map tax product codes to an item class, long SKU division, long SKU department, and long SKU class combination.
Setting Up the Purchasing Tables
Purpose:
- Working with Buyers (WBUY) explains how to create, change, delete, and display buyer information.
- Working with Purchase Order Ship Via (WPSV) explains how to create, change, delete, and display ship via codes for purchase orders.
- Working with Vendors (WVEN) includes how to create, change, delete, and display vendor information.
- Working With PO Additional Charges (WPAC) explains how to create, change, delete, and display additional charges for purchase orders.
- Working with Unit of Measure Conversions (WUMC) explains how to create, change, delete, and display unit of measure conversions between your selling unit of measure and the vendor's unit of measure.
- Working with Vendor Items (WVNI) describes how to create, change, delete, and display vendor item information. Vendor items are a reference between the vendor's item information and the item information used by your company.
- Working with Vendor Upload (LVUP) explains how to upload vendor information into Order Management System.
Creating and Working with Items
Purpose: The following chapters describe how to create and work with items.
- Performing Initial Item Entry (MITM) describes selecting items, creating items, creating item (base information), creating offers, and creating SKUs with overrides.
- Working with Existing Items (MITM) includes scanning, changing, deleting, and displaying items that have been created.
- Working with SKUs defines split SKU elements, SKU groups, and the SKU generator. This topic includes how to scan for, change, delete, and display SKUs.
- Assigning Items/SKUs to Offers includes how to work with item/SKU offers, price breaks, page letters, aliases, and accompanying items.
- Assigning Items to Warehouses discusses item warehouse information and item location information.
- Entering Additional Item Information describes comments and source prices.
- Working with Item Tax Exemptions (WITX) describes how to set up tax exemptions or exceptions for specific items or item classes by location.
- Working with GST Tax Exemption Status (MGTX) describes how to set up tax exemptions or exceptions for specific items by Canadian province.
- Updating Harmonize Codes (UPHC) describes how to update harmonize codes quickly for multiple items or SKUs.
- Working with Freight Exempt Items (WFEI) describes how to exclude items from freight.
- Working with Item Ship Via Overrides describes how to set up eligible shippers for an item.
- Working with Item Coordinate Types (WICT) describes how to create and work with item coordinate types.
- Copying Items describes how to copy item information from one item to a newly created item in the same company or copy item information from one item to another item, with the same item number, in one or more shared companies.
Working with SKUs
Purpose: A SKU (stock keeping unit) is used to further define an item. An item that is sold in multiple colors and sizes is often represented by a base item number, which is common to all of the colors and sizes, and a SKU, which specifically defines the color and or size. For example, the base item number for a dress might be 9201, and the SKUs associated with that item number might be RED SML, RED MED, RED LRG, BLUE SML, BLUE MED, and BLUE LRG.
All functions accessible at the base item level are accessible at the SKU level, including offers, warehouses, sets, and comments. Information entered at the SKU level overrides information defined at the base item level.
In this topic:
Split SKU Elements
The elements of the Split SKU are defined in the System Control table. There are three elements used in the Split SKU environment. Typically, these elements are used to represent size, color and width for items of apparel; however, you can define the elements to meet your particular requirements. Once you set up the elements in the System Control table, you will be prompted for this information throughout the system.
SKU Groups
A SKU Group can be assigned to an item in the Item table and is used to define the standard sizes or colors in which items are sold. You can use Working with SKU Groups (WISG) to create groups to facilitate data entry Using the SKU Generator (ESKG).
For example, a SKU group can be defined for a particular manufacturer's product line for dresses. You can define an Item SKU Group for dress size. For example, the Item SKU Group 001 could be set up for dresses and would list the sizes in which these dresses are available (4, 6, 8, 10, 12, 14, regular and petite).
SKU Sort Sequence Numbers
SKU sort sequence numbers are numbers used to determine the order in which SKUs sort.
You can use the sort sequence to display SKUs in a different order, such as by size, rather than alphanumerically by SKU code. See SKU Sort Sequence Numbers for an overview.
SKU Generator
The SKU Generator is used to create all the SKUs for an item automatically. Once you define the item and the SKU group, you can run the SKU generator to automatically build all the SKU records.
When generating SKUs for an item, you can accept the defaults as defined in the SKU Groups or you can add or subtract individual SKUs.
For more information about SKU elements, SKU groups and the SKU generator, see Setting up SKUs.
Note:
Before you can work with SKUs, you must create the SKU information on the system. You can create SKUs by selecting Create at the Work with SKUs Screen.Work with SKUs Screen
Purpose: Use this screen to create, change, delete and display related records for a base item.
How to display this screen: At the Work with Items Screen, select SKU for a SKUed item (the SKU field is selected).
| Field | Description |
|---|---|
| Item |
The item code and item description whose SKUs you are reviewing. Item code: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 120 positions; display-only. |
| Colr (Color) |
The color of the item/SKU. Note: “Colr” represents SKU Element 1, which is user-defined at the System Control table. Color is used for sample purposes only.Split SKU: alphanumeric, 4 positions; optional. |
| Size |
The size of the item/SKU. Note: “Size” represents SKU Element 2, which is user-defined at the System Control table. Size is used for sample purposes only.Alphanumeric, 4 positions; optional. |
| Othr (Other) |
The other characteristic of the item/SKU. Note: “Othr” represents SKU Element 3, which is user-defined at the System Control table. Other is used for sample purposes only.Alphanumeric, 4 positions; optional. |
| Description |
The description of the SKU. Alphanumeric, 40 positions; optional. |
| Color, Size, Width |
The long SKU elements (L/S Color, L/S Size, L/S Width) used to further define the item, typically for reporting purposes. Alphanumeric, three 4-position fields; optional. |
| Screen Option | Procedure |
|---|---|
|
Create a SKU |
Select Create to advance to the Create SKU 1 of 2 (With Overrides) Screen. |
|
Change SKU information |
Select Change for a SKU to advance to the Change SKU Screen. At this screen you can change any information except the SKU. See Create SKU 1 of 2 (With Overrides) Screen for field descriptions. |
|
Delete SKU information |
Select Delete for a SKU to delete it. Note: If you delete a SKU, the following dependent tables are deleted:
|
|
Display SKU information |
Select Display for a SKU to advance to the Display SKU Screen. You cannot change any information on this screen. See Create SKU 1 of 2 (With Overrides) Screen for field descriptions. |
|
Comments |
Select Comments for a SKU to display the Work with Item/SKU Comments Screen. |
|
Finished goods |
Select Finished Goods for a SKU to display the Work with Finished Goods Screen. |
|
External Image and Information Link |
Select Image/Info Link for a SKU to advance to the Item Image/Info Link Screen. Note: This option is available only if the Use External Item Image (L55) system control value is selected. |
|
Offers |
Select Offers for a SKU to advance to the Work with SKU Offers Screen. |
|
Sets |
Select Sets for a SKU to display the Work with Sets Screen. |
|
UPC codes |
Select UPC for a non-SKUed item to advance to the Work with UPC Codes Screen. You can work with UPC codes for a SKUed item by selecting SKU for the item and selecting the UPC option from the Work with SKUs Screen. |
|
Work with user defined fields |
Select User Fields for a customer to advance to the Work with User Fields Screen. |
|
Variable Sets |
Select Variable Sets for a SKU to display the Work with Variable Sets Screen. |
|
Vendor Item |
Select Vendor Item for a SKU to advance to the Work with Vendor Item Screen. |
|
Warehouse |
Select Warehouses for a SKU to display the Work with Item Warehouse Screen. |
Assigning Items to Warehouses
Purpose: Use the Work with Item Warehouse function to indicate the warehouses where you keep an item, and to define information particular to that item/warehouse combination.
In this topic:
Work with Item Warehouse Screen
How to display this screen: From the Work with Items Screen:
- for a non-SKU’d item, select Warehouse for the item
- for a SKU’d item, first select SKU for the item to advance to the Work with SKUs Screen, then select Whses for the SKU
| Field | Description |
|---|---|
| Whs (Warehouse) |
The warehouse where you keep an item. Numeric, 3 positions; optional. |
| Description |
The description of the warehouse. Alphanumeric, 30 positions; optional. |
| On hand |
The number of units of this item across all locations in the warehouse. Numeric, 7 positions; optional. |
| On order |
The number of units that are due to be received in this warehouse through purchase orders. Numeric, 7 positions; optional. |
| Protected |
An amount of inventory protected from reservation for this item or SKU across all locations in this warehouse. The system uses this value to reserve the component items on a finished good work order if Use Work Order Processing (E37) is selected in the System Control table. See Finished Good Work Order Processing (WWOR) for more information on work orders. Numeric, 7 positions; optional. |
| Resv Freeze (Reservation freeze) |
Indicates whether the item or SKU in this warehouse is frozen. Valid values are:
If an item or SKU warehouse is frozen:
|
| Screen Option | Procedure |
|---|---|
|
Create an item warehouse record |
Select Create to advance to the Create Item Warehouse Screen. |
|
Change item warehouse information |
Select Change for an item warehouse record to advance to the Change Item Warehouse Screen. |
|
Delete item warehouse information |
Select Delete for an item warehouse record to delete it. If there are dependent records associated with this warehouse, the system will display a warning message. Deleting this warehouse will also delete the following dependent records:
Note: You cannot delete an item/warehouse record if there are open orders, quantity on hand, or quantity on order. |
|
Display item warehouse information |
Select Display for an item warehouse record to advance to the Display Item Warehouse Screen. You cannot change any information on this screen. See Create Item Warehouse Screen for field descriptions. |
|
Work with item locations |
Select Locations for an item warehouse record to advance to the Work with Item Locations Screen. See Creating and Maintaining Item Warehouses. |
|
Work with user defined fields |
Select User Field for an item warehouse to advance to the Work with User Fields Screen. |
Create Item Warehouse Screen
Purpose: At the Work with Item Warehouse Screen, select Create.
| Field | Description |
|---|---|
| Warehouse |
A code that represents a warehouse. Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions. Create screen: required. Change screen: display-only. |
| Reservation freeze |
Indicates whether the item or SKU in this warehouse is frozen. Valid values are:
If an item or SKU warehouse is frozen:
|
| Protected qty (Protected quantity) |
The unit quantity of this item/SKU protected from reservation. The system does not reserve this inventory except through Working with Interactive Reservation (MIRV), which you might use for large wholesale orders or preferred mail order customers. Protected quantity is included in on-hand quantity. This quantity is also protected from being used to replenish another warehouse. You cannot enter an amount in this field if the Use Work Order Processing (E37) system control value is selected. Numeric, 7 positions; optional. |
| Min qty (Minimum quantity) |
The minimum number of units to be kept on hand in the warehouse. Numeric, 7 positions; optional. |
| Protect min/max (Protect minimum and maximum quantities) |
This field is not currently implemented. Included only if the Use Store File (G15) system control value is selected. |
|
An error message indicates if you try to change this value and you do not have authority to the Maintain Item Warehouse Minimum/Maximum Quantity (A92) secured feature: Not authorized to change. |
|
| Max qty (Maximum quantity) |
The maximum number of units to be kept on hand. If you do not specify a reorder quantity (below), the system uses this value to determine the quantity to reorder by subtracting the on-hand quantity from the maximum quantity. Numeric, 7 positions; optional. |
| Economic order qty. (Economic order quantity) |
The recommended optimum ordering quantity for this item or SKU, based on a set of criteria such as quantity, cost, etc. Used for inventory reporting purposes only. Numeric, 7 positions; optional. |
| Reorder qty. (Reorder quantity) |
The quantity of this item or SKU that should be replenished when the item or SKU reaches the minimum stock level for the warehouse. Numeric, 7 positions; optional. |
| Original retail price |
The original price of this item in the retail store. You can use this field to track the original retail price for the item if the warehouse represents a retail store. Included only if the Use Store File (G15) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Protect price (Protect current price) |
This field is not currently implemented. Included only if the Use Store File (G15) system control value is selected. An error message indicates if you try to change this value and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature: Not authorized to change. |
| Current retail price |
The current price of this item in the retail store. You can use this field to track the current retail price for the item if the warehouse represents a retail store. Included only if the Use Store File (G15) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| User field 1 |
An informational field where you can enter additional item warehouse information. Alphanumeric, 10 positions; optional. |
| User field 2 |
An informational field where you can enter additional item warehouse information. Alphanumeric, 10 positions; optional. |
Change Item Warehouse Screen
To change: Select Change for a warehouse at the Work with Item Warehouse Screen to advance to the Change Item Warehouse screen. At this screen you can change any information except the Item and Warehouse. See Create Item Warehouse Screen for field descriptions.
Note:
You cannot change the Protected quantity field on this screen if you have entered values in the Use Work Order Processing (E37) system control value.Secured features:
- The system displays the following error message if you try to change the Minimum quantity, Maximum quantity, or Protect minimum/maximum field and you do not have authority to the Maintain Item Warehouse Minimum/Maximum Quantity (A92) secured feature:
Not authorized to change.
- The system displays the following error message if you try to change the Original retail price, Current retail price, or Protect price field and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature:
Not authorized to change.
Entering Additional Item Information
Purpose: The Work with Items screen provides the opportunity to work with additional information, such as:
- Comments: You can add comments or additional information about an item at the Work with Item/SKU Comments Screen. You can also select where comments will be printed (e.g., pick slips, invoices, reports, pop-up windows, all areas, or no areas).
- Special Source Prices: You have the option to define price breaks, or special pricing for certain items, through the Work with Special Source Price Screen.
- Item Coordinates: You can define items or SKUs that coordinate with a specific item, so that when a customer orders the item in order entry you can cross-sell the coordinates. See Working with Item Coordinates (WCIO).
- UPC codes: Use the Work with UPC Codes Screen to assign UPC codes to an item/SKU.
- Country and State Restrictions: You can restrict an item from being ordered in order entry if the item cannot be shipped to the country or state of the order. Use the Work with Item Restriction by Country/State Screen.
- Image Link: If the Use External Item Image (L55) system control value is selected, you can define the URLs where the item image and product information for the item are stored on an external image hosting application. See Item Image/Info Link Screen.
In this topic:
- Work with Item/SKU Comments Screen
- Work with Special Source Price Screen
- Create Special Source Price Screen
- Work with UPC Codes Screen
- Work with Item Restriction by Country/State Screen
- Create Item Restriction by Country/State Screen
- Item Image/Info Link Screen
Work with Item/SKU Comments Screen
Purpose: Use this screen to enter comments about an item or SKU and identify where those comments should print or display. You can specify a different print or display selection for each line of item comments.
Item and SKU comments can appear on:
- pick slips
- invoices
- both pick slips and invoices
- reports
- a pop-up window when you add the item or SKU to an order
You can also specify to have the item comment appear nowhere. In this situation, you must use the Work with Item/SKUs menu option to review the comments.
Item or SKU level: You can enter item comments at either the base item level or the SKU level. If you enter both, the comments at the SKU level override the base item-level comments. For example, if item AB100 comes in RED, BLUE, and PINK, and if you enter item comments for the base item and for the RED SKU, the SKU-level comments will appear for the RED SKU only; the base item-level comments will appear for the BLUE and PINK SKUs.
Pop-up window: Comment lines whose Print code is set to Window prompt the Work with Item/SKU Comments Window to open when you enter the item code in order entry or maintenance. The window also opens when you:
- enter a quantity of the item at the Display Item Availability Screen in order entry (available by selecting Item Availability at the Select Customer Sold To for Order screen)
- enter the item as an exchange for a customer return (see Returning and Exchanging Items in Order Maintenance; or Introducing Return Authorizations (WRTA))
The pop-up window does not display when the item is added to an order in other ways, such as a price table premium or item coordinate.
How to display this screen:
- Non-SKUed item: At the Work with Items Screen, select Comments for the item.
- SKUed item:
- To enter comments at the base item level by following the instructions, above, for a non-SKUed item; or,
- Select SKU for the base item at the Work with Item Screen to advance to the Work with SKUs Screen, then select Comments for the SKU.
| Field | Description |
|---|---|
| Print code |
This code indicates where to print or display your comments. Valid values are:
Required. |
| Comments |
The free-form comments that you can enter. Alphanumeric, 50 positions (each line); required. |
Work with Special Source Price Screen
Purpose: Use this screen to change, delete, display, or create price breaks on an item for a certain group of customers. Source prices are established at the base item level, not at the SKU level.
You can define additional special prices for associate customers (as defined in the Customer Sold To table). You can also specify a quantity required to receive the special source price.
Related system control values:
- If the Perform Source Pricing Validation (D62) system control value is selected and there are any source special pricing records set up for the source code on the order header, the system prevents you from adding any items to the order if they are not included in the special source pricing.
- The Pricing Values (B31) system control value controls the order in which the system evaluates pricing options for the order, based on the priority assigned to the Special by Source Sequence # (A82) system control value.
Note:
To enter multiple item special prices by source code, you can also use Working with Source Codes (WSRC) or Working with Special Pricing by Source Code (WSPP).How to display this screen: At the Work with Items Screen, select Source Prices for an item.
| Field | Description |
|---|---|
| Source |
A code representing a group of customers to whom you sell. Alphanumeric, 9 positions; optional. |
| Qty (Quantity) |
The number of units of the item that the customer must purchase to receive the special price. Numeric, 5 positions; optional. |
| Price |
The price the customer pays for the item on qualifying orders. Numeric, 13 positions with a 2-place decimal; optional. |
| Assoc price (Associate price) |
The price an associate customer pays for the item on qualifying orders. Numeric, 13 positions with a 2-place decimal; optional. |
| Tax inclusive price |
The price a customer pays for the item on qualifying order subject to tax-inclusive pricing and VAT. On orders subject to VAT, tax does not accumulate in the Tax bucket; instead, the customer pays a tax-inclusive price and VAT is “hidden” on the order detail line. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Tax-inclusive associate price |
The price an associate customer pays for the item on qualifying order subject to tax-inclusive pricing and VAT. On orders subject to VAT, tax does not accumulate in the Tax bucket; instead, the customer pays a tax-inclusive price and VAT is “hidden” on the order detail line. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Screen Option | Procedure |
|---|---|
|
Create a source price |
Select Create to advance to the Create Special Source Price Screen. |
|
Change a source price |
Select Change for a price to advance to the Change Source Price Screen. You can change any information on this screen except the item and source. See Create Special Source Price Screen for field descriptions. |
|
Delete a source price |
Select Delete for a price to delete it. |
|
Display a source price |
Select Display for a price to advance to the Display Source Price Screen. You cannot change any information on this screen. See Create Special Source Price Screen for field descriptions. |
Create Special Source Price Screen
To create: At the Work with Special Source Price Screen, select Create.
| Field | Description |
|---|---|
| Source |
A code used to define a segment of your mailings. Validated against the Source Code table. See Working with Source Codes (WSRC). Alphanumeric, 9 positions. Create screen: required. Change screen: display-only. |
| Qty (Quantity) |
The quantity of the item that the customer must purchase to receive this price break. Numeric, 5 positions; required. |
| Price |
The selling price of the item when an order meets the defined source code and quantity requirements. This price applies to all SKUs of the item on the order. Numeric, 13 positions with a 2-place decimal; required. |
| Tax inclusive price |
The selling price of the item when an order meets the defined source code and quantity requirements and the order is subject to VAT. This price applies to all SKUs of the item on the order. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Assoc price (Associate price) |
The selling price of this item when an order meets the defined source code and quantity requirements and the customer is an associate. Customers are eligible for associate price breaks if they are identified as associate customers in the Customer table and if Assoc = Selected in Order Entry. Numeric, 13 positions with a 2-place decimal; optional |
| Tax inclusive associate price |
The selling price of this item when an order meets the defined source code and quantity requirements, the customer is an associate, and the order is subject to VAT. Customers are eligible for associate price breaks if they are identified as associate customers in the Customer table and if Assoc = Selected in Order Entry. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
Work with UPC Codes Screen
Purpose: Use this screen to create or delete a UPC code for an item/SKU.
You can create as many UPC codes for an item/SKU as you like; however, the system validates that you do not create a duplicate UPC code.
How to display this screen:
- for a non-SKUed item, at the Work with Items Screen, select UPC for an item. If the item has SKUs, an error message indicates: Must set UPC at SKU level.
- for a SKUed item, first advance to the Work with SKUs Screen (select SKU at the Work with Item screen); then, at this screen, select UPC for a SKU.
| Field | Description |
|---|---|
| Item/SKU |
The code and description of the item. If the item contains SKUs, the SKU code is also included. Item code: Alphanumeric, 12 positions; display-only. SKU code: Alphanumeric, three 4-position fields; display-only. Item description: Alphanumeric, 120 positions; display-only. |
| Type |
The type of UPC code. Informational only. Valid values are:
The last UPC type you used defaults. Alphanumeric, 3 positions; optional. |
| UPC code |
A UPC code defined for the item/SKU.
Note: Include any leading zeros. For example, if the UPC code is 06012011, enter 06012011 and not 6012011.Alphanumeric, 14 positions; optional. |
| Vendor |
A code that identifies a supplier who sells you merchandise. Vendor codes are defined in and validated against the Vendor table; see Working with Vendors (WVEN). Numeric, 7 positions; optional. |
To create: Enter the UPC type in the Type field and enter the UPC code in the UPC code field. Make sure to add any leading zeros. The bottom half of the screen displays the UPC code you just created.
- A message indicates if the UPC code has already been assigned to another item/SKU: UPC already assigned to ABC987.
- A message indicates if the UPC code has already been created for the item: UPC already assigned to ITEX.
Note:
You cannot change a UPC code once the code is created. Instead, you must delete the UPC code and create a new code.Work with Item Restriction by Country/State Screen
Purpose: Use country/state restrictions to prevent items from being added to an order in order entry/order maintenance if the ship to address for the order is in a country or state to which you cannot ship the items.
How country/state restrictions work: When you take an order for an item which is restricted from being shipped to the country or state of the ship to address, the item will be highlighted, and a message similar to the following will display in order entry/order maintenance:
Item (XXXXX) cannot be shipped to (COUNTRY/STATE).
Country/state restrictions are defined at the item level. For SKUed items, country/state restrictions apply to all SKUs of an item.
Setting restrictions for an entire country: Countries and states for countries are defined using the Work with Countries menu option. If the country's Require state? field is selected, then you must specify a valid state when you set an item restriction for that country, and you must set a separate restriction for each state to which you cannot ship the item.
Example:
You have selected the Require state? field for the USA.
To set an item restriction for a state: Enter the USA's code in the Country field and a valid state code in the State field.
To set an item restriction for the entire country: you must set an item restriction for each state in the country.
If the country's Require state? field is unselected, you can define item shipping restrictions for the entire country, or, if you wish, for valid states in that country.
Example:
You have unselected the Require state? field for Canada.
To set an item restriction for a province: Enter Canada's code in the Country field, and a valid state (province) in the State field.
To set an item restriction for the entire country: Enter Canada's code in the Country field. Leave the State field blank.
See Setting Up the Country Table (WCTY) for more information about setting up countries and states.
How to display this screen: Select Ctry/St Restr for an item at the Work with Items Screen.
| Field | Description |
|---|---|
| Item |
The item that you selected at the Work with Items screen which is restricted from being shipped to specific countries or states. When you try to add this item to an order with a ship to address in a restricted state or country, order entry/maintenance displays an error message such as: Item (XXXXX) cannot be shipped to (COUNTRY/STATE). The item description is to the right. Item: alphanumeric, 12 positions; display-only. Description: alphanumeric, 120 positions; display-only. |
| Country |
A country to which you cannot ship the item, or in which one or more states have shipping restrictions for the item. Countries are defined in and validated against the Country table. If the country's Require state? field is unselected, and you do not specify a state in the State field when setting up the item restriction, the restriction will apply to the entire country. See Setting Up the Country Table (WCTY) for more information on defining countries and states. Alphanumeric, 3 positions; optional. |
| State |
A state which has a shipping restriction for the item. States for a country are defined using the Work with Countries menu option. See Setting Up the Country Table (WCTY). Alphanumeric, 2 positions; optional. |
| Screen Option | Procedure |
|---|---|
|
Create a country/state restriction for the item displayed on this screen |
Select Create to advance to the Create Item Restriction by Country/State Screen. |
|
Delete a country/state restriction for the item displayed on this screen. |
Select Delete for a country/state restriction to delete it. |
Create Item Restriction by Country/State Screen
Purpose: Use this screen to create a country/state restriction for the item you selected at the Work with Items screen.
How to display this screen: Select Create at the Work with Item Restriction by Country/State Screen.
| Field | Description |
|---|---|
| Item |
The item that you selected at the Work with Items screen. When this item is ordered by a customer whose ship to address is in a restricted country or state, order entry/maintenance displays an error message such as: Item (XXXXX) cannot be shipped to (COUNTRY/STATE). Item: alphanumeric, 12 positions; display-only. Description: alphanumeric, 120 positions; display-only. |
| Country |
A country to which you cannot ship the item, or in which one or more states have shipping restrictions for the item. The country will default from the Default Country for Customer Address (B17) system control value, but you can change it. Countries are defined in and validated against the Country table. If the country's Require state? field is unselected, and you do not specify a valid state in the State field when creating a Country/State restriction, then the item restriction will apply to the entire country. See Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; required. |
| State |
A state which has a shipping restriction for the item. States for a country are defined using the Work with Countries menu option. See Setting Up the Country Table (WCTY). Alphanumeric, 2 positions; required if the Require state? field for the country is selected in the Country table. |
Item Image/Info Link Screen
Purpose: Use this screen to define the URLs where the image and product information for an item or SKU are stored on an external image hosting application.
Note:
This option is available only if the Use External Item Image (L55) system control value is selected; otherwise, an error message displays: Image/Info Link not available - enabled by SCV L55.Note:
You need to specify the complete URL for an item image; the IMAGE_URL_PREFIX property. is not used for item images.Import from OCDS: You can import primary item images from Omnichannel Cloud Data Service (OCDS) as well as other item-related data. This import is available regardless of the setting of the Use External Item Image (L55) system control value. See Importing Enterprise Foundation Data through Omnichannel Cloud Data Service (OCDS) for more information.
Displaying the item image:
- Work with Order Lines Screen (Adding Items to the Order): This screen displays the image for each item after you enter the item, and the image of the last item entered remains on this screen until you exit. The image that displays is:
- The image defined at the SKU level.
- If an image is not defined at the SKU level, the image defined at the item level displays.
- If an image is not defined at the SKU or item level, no image displays.
If you click on the image, the system opens a web browser to the URL specified in the Information Link field for the item/SKU on the Item Image/Info Link screen.
- Work with Items Screen (MITM) When you mouse over the item code, this screen displays:
- the image defined at the item level.
- If an image is not defined at the item level, the image defined for the first SKU in alphabetical order displays.
- If an image is not defined for the item or SKU, no image displays.
- Modern View: Various pages and windows in Modern View display the item or SKU image, if defined, including Contact Center Order Entry, the Order Summary page, Add Item window, and Frequently Purchased Items panel. See the Modern View online help for details.
Image size: The image is displayed at 150 x 150 pixels at the Work with Order Lines Screen (Adding Items to the Order), and at 120 x 120 pixels at the Work with Items Screen in item maintenance.
How to display this screen:
- Item level: Select Image/Info Link for an item at the Work with Items Screen.
- SKU level: Select Image/Info Link for a SKU at the Work with SKUs Screen.
| Field | Description |
|---|---|
| Item |
The item you selected at the Work with Items Screen. Alphanumeric, 12 positions; display-only. |
| SKU |
The SKU you selected at the Work with SKUs Screen. Note: The SKU displays only if you are defining an image and information link for the SKU of an item.Alphanumeric, three 4-position fields; display-only. |
| Item Description |
A description of the item. Alphanumeric, 120 positions; display-only. |
| SKU Description |
A description of the SKU. Note: The SKU description displays only if you are defining an image and information link for the SKU of an item.Alphanumeric, 40 positions; display-only. |
| Image Link |
The URL to the location of the item image on the external image hosting application. The system does not validate that the URL you enter is valid. Import from OCDS: See Importing Enterprise Foundation Data through Omnichannel Cloud Data Service (OCDS) for more information on importing this information from OCDS. Alphanumeric, 256 positions; optional. |
| Information Link |
The URL to the location of the item information on the external image hosting application. The system does not validate that the URL you enter is valid. Note: If the URL is too long, the Work with Order Detail screen might not be aligned correctly.Alphanumeric, 256 positions; optional. |
Copying Items
Overview: Copying items allows you to:
- Copy item information from one item to a new item in the same company using the Copy Item Window.
- Create an item upload record to add or change item information, for an item with the same item number as the copied item, in each shared company using the Copy Item to Company Window.
In this topic:
Copy Item Window
Purpose: Use this window to copy item information from one item to a new item in the same company.
Note:
The system copies item information from the Item table and SKU table; any other tables related to the item, such as Item Offer or Vendor Items, are not copied to the new item. Once the item is created, you can create additional item information for the item from the Work with Items Screen or using Working with Retail Integration Item Upload (RIIU).How to display this screen: Select Copy for an item on the Work with Items Screen.
| Field | Description |
|---|---|
| From item |
The item number and description of the item whose item information you wish to copy to a new item in the same company. Item number: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 120 positions; display-only. |
| To item |
The item number you wish to create, using the item information defined for the from item. An error message indicates if you enter an item number that already exists in the current company: Item already exists. Alphanumeric, 12 positions; required. |
| To item description |
(Unlabeled field to the right of the To item field.) A description of the newly created item. Note: Not all screens or reports will display the full description if it exceeds the available space for this field.Alphanumeric, 120 positions; required. |
| L/S style |
The long SKU style defined for the newly created item. Note: Included only if the Require L/S Style (I94) system control value is selected.An error message indicates if you enter a long SKU style that is already assigned to another item: L/S Style must be unique. If the Require L/S Style (I94) system control value is unselected, the system copies the long SKU style from the copied item. Alphanumeric, 20 positions; required. |
Copy Item Process
Complete the following steps to copy item information from one item to a newly created item in the current company.
- Enter the item number and description of the item you wish to create in the To item and To item description fields.
- If the Require L/S Style (I94) system control value is selected, enter a unique long SKU style code in the L/S style field.
- Select OK. The system presents the current screen flow required to create an item and performs existing screen validation.
Note:
Unlike most other fields, the L/S Subclass does not default from the original item. You need to enter the L/S Subclass manually if the Use Retail Integration (H26) system control value is selected.The screen flow varies, depending on whether you are creating a non-SKUed item or SKUed item. Additionally, the Item Creation Values (J08) umbrella system control value contains system control values that control which screens automatically display when you are creating an item.
Non-SKUed item screen flow: The system automatically advances you through the following screens if the item you are copying is a non-SKUed item.
- Create Item Screen. The information on this screen defaults from the copied item; however, you can change any value.
- Create Item (Base Information) Screen. The information on this screen defaults from the copied item; however, you can change any value.
- Create Vendor Item Screen (only if the Auto Advance to Vendor Item Create (E78) system control value is selected). The information on this screen does not default from the copied item.
- First Work with Keywords for Item Screen (only if the Create Keywords at Item Entry (F78) system control value is selected). The information on this screen does not default from the copied item.
- Create Item Offer Screen (only if the Auto Advance to Item Offer (J05) system control value is selected). The information on this screen does not default from the copied item.
Once you have completed creating the item, based on copied item information, the system returns you to the Work with Items Screen.
SKUed item screen flow: The system automatically advances you through the following screens if the item you are copying is a SKUed item.
- Create Item Screen. The information on this screen defaults from the copied item; however, you can change any value.
- First Work with Keywords for Item Screen (only if the Create Keywords at Item Entry (F78) system control value is selected). The information on this screen does not default from the copied item.
- Create Item Offer Screen (only if the Auto Advance to Item Offer (J05) system control value is selected). The information on this screen does not default from the copied item.
Once you have completed creating the item, the system returns you to the Work with Items Screen. Every SKU defined for the copied item is automatically created for the new item.
Table updates: The system copies the Item record and SKU record when you copy item information from one item to a newly created item. However, the following fields are not copied.
Item table| Field | Comments |
|---|---|
|
ITM number |
From the To item field on the Copy Item Window. |
|
Last phy date |
Remains blank. |
|
Last purchase cost |
Remains blank. |
|
Long SKU style |
If the Require L/S Style (I94) system control value is selected, from the L/S style field on the Copy Item Window. If the Require L/S Style (I94) system control value is unselected, defaults from copied item. |
|
Description |
From the To item description field on the Copy Item Window. |
|
Last change date |
Defaults to current date. |
|
Date last extract |
Remains blank. |
|
Last ecomm info chg |
Remains blank. |
|
Download processed |
Remains blank. |
|
Create date |
Defaults to current date. |
|
Updated by user |
Defaults to current user. |
|
Creation user |
Defaults to current user. |
SKU table
| Field | Comments |
|---|---|
|
ITM number |
From the To item field on the Copy Item Window. |
|
SKU code |
The system copies all SKUs defined for the copied item to the newly created item. |
|
Last purchase cost |
Remains blank. |
|
Cub val |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Height override |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Length override |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Makeup date |
Remains blank. |
|
Qty order direct ship |
Remains blank. |
|
Receipt date |
Remains blank. |
|
Out of stock date |
Remains blank. |
|
Selling weight override |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Short SKU |
System generated unique number. |
|
Times out of stock |
Remains blank. |
|
Times picked |
Remains blank. |
|
Weight override |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Width override |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
D.F.O. (date of first order) |
Remains blank. |
|
D.L.O. (date of last order) |
Remains blank. |
|
Orders avail pick gen |
Remains blank. |
|
SKU open qty |
Remains blank. |
|
Future qty |
Remains blank. |
|
Suspense qty |
Remains blank. |
|
On hold qty |
Remains blank. |
|
SKU average cost |
Defaults to the cost from the Cost field on the Create Item screen, not the cost defined for the copied item. |
|
Drop ship avail qty |
Remains blank. |
|
L/S style |
If the Require L/S Style (I94) system control value is selected, the system concatenates the item number + SKU code; for example ITEM RED WMNS SMLL. If the Require L/S Style (I94) system control value is unselected, defaults from copied item. |
|
Last download qty |
Remains blank. |
|
Last extract |
Remains blank. |
|
Last ecomm info chg |
Remains blank. |
|
Last changed date |
Remains blank. |
|
SKU create date |
Defaults to the current date. |
|
CTN ID # (SKU) |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
UOM |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Element 1 |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Element 2 |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
|
Element 3 |
Remains blank for non-SKU’ed items; copied for SKU’ed items. |
Copy Item to Company Window
Purpose: Use this window to create an item upload record in the RI Item Upload Table (RIIUPP) in order to add or change item information for an item with the same item number as the copied item in each shared company.
Once the system creates the item upload record, the system follows the regular RI Item Upload Process to process the record. If the record contains errors, the system places the record in the Working with Retail Integration Item Upload (RIIU) menu option in the shared company where you can review, correct, and reprocess the record.
Copy Item to Company allows you to maintain inventory in the parent company and copy the item information over to your shared companies.
Example:
- When you create item A1 in the parent company, you can copy A1, including its offers, prices, UPC, coordinates, and vendor items, over to the shared companies.
- When you change item A1 in the parent company, you can copy the item updates to item A1 in the shared companies.
How to display this screen: Select Copy to Company for an item at the Work with Items Screen.
When you select this option:
- An error message indicates if you do not have authority to the Copy Item to Company Security (B15) secured feature: Not authorized to Copy.
- An error message indicates if shared companies do not exist for the current company: Shared companies do not exist for the parent. You can define shared companies for a company in Working with Companies (WCMP).
The system defaults the settings selected the last time the window was accessed; however, you can change the settings.
| Field | Description |
|---|---|
| From company |
A code for the company where the copied item is located. This represents a parent company that is associated with one or more shared companies. Numeric, 3 positions; display-only. |
| From item |
The item number and description of the copied item. Item number: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 120 positions; display-only. |
| Action to perform |
Indicates the type of item upload record you wish to create in the RI Item Upload Table (RIIUPP).
Alphanumeric, 1 position; required. |
| Select record types You must specify the type of item information you wish to populate in the item upload record, using the item information defined for the copied item, by selecting at least one of the following fields. For each record type selected, the system copies the item information from the copied item and creates an item upload record for each shared company. If you do not select at least one of the record type fields, an error message indicates: At least one record type required. Example: If you wish to create the copied item in each shared company, enter A in the Action to perform field and select each Record type field. The system will copy all item information for the copied item and create the item in each shared company. Note: The system does not validate that the record type you select to copy exists for the copied item. If the selected item information does not exist, the system submits the Copy Item to Company process, but does not create an item upload record for that record type. |
|
| Item/SKU |
Indicates whether the system creates an item upload record for record type 01 (item/SKU) in the RI Item Upload Table (RIIUPP) for each shared company, using the item/SKU information defined for the copied item.
|
| Item offer |
Indicates whether the system creates an item upload record for record type 03 (item offer) in the RI Item Upload Table (RIIUPP) for each shared company, using the item offer information defined for the copied item.
|
| SKU offer |
Indicates whether the system creates an item upload record for record type 04 (SKU offer) in the RI Item Upload Table (RIIUPP) for each shared company, using the SKU offer information defined for the copied item.
|
| Item price |
Indicates whether the system creates an item upload record for record type 05 (item price) in the RI Item Upload Table (RIIUPP) for each shared company, using the item price information defined for the copied item.
|
| SKU price |
Indicates whether the system creates an item upload record for record type 06 (SKU price) in the RI Item Upload Table (RIIUPP) for each shared company, using the SKU price information defined for the copied item.
|
| Item UPC |
Indicates whether the system creates an item upload record for record type 08 (item UPC) in the RI Item Upload Table (RIIUPP) for each shared company, using the item UPC information defined for the copied item.
|
| Item coordinate |
Indicates whether the system creates an item upload record for record type 09 (item coordinate) in the RI Item Upload Table (RIIUPP) for each shared company, using the item coordinate information defined for the copied item.
|
| Vendor item |
Indicates whether the system creates an item upload record for record type 07 (vendor item) in the RI Item Upload Table (RIIUPP) for each shared company, using the vendor item information defined for the copied item.
|
| Shared companies |
The shared companies for which the system will create an item upload record, based on the action code and record types selected. Up to 10 shared companies display in company number sequence. A plus sign (+) indicates if more shared companies exist. You can select Shared Comp to view a complete list of the shared companies for which an item upload record will be created. Numeric, 3 positions; display-only. |
| Screen Option | Procedure |
|---|---|
|
Submit the copy item to company process to create item upload records in the RI Item Upload Table (RIIUPP) for each shared company, based on the action code and record types selected |
Select Accept. The system returns you to the Work with Items Screen with a message similar to the following: Copy Item To Company program has been submitted to batch. See Copy Item to Company Process for the steps the system performs. |
|
Review a list of shared companies for which the system will create an item upload record, based on the action code and record types selected |
Select Shared Comp to advance to the Shared Companies window. Note: You cannot add, change, or delete shared companies at this window. You can define shared companies for a company in Working with Companies (WCMP). |
Copy Item to Company Process
Instructions: Complete the following steps to create an item upload record in the RI Item Upload Table (RIIUPP) in order to add or change item information for an item with the same item number as the copied item in each shared company, based on the action code and record types selected at the Copy Item to Company Window.
| # | Step |
|---|---|
|
1. |
In the Action to perform field, indicate the type of item activity you wish to perform.
|
|
2. |
Select the record types you wish to create. This represents the item information you wish to create or update, based on the specified action code. See:
|
|
3. |
Select Accept. The system returns you to the Work with Items Screen with a message similar to the following: Copy Item To Company program has been submitted to batch. |
|
4. |
The system creates item upload records in the RI Item Upload Table (RIIUPP), based on the action code and record types selected. Each item upload record is created with:
|
|
5. |
Once the Copy Item to Company program has created all of the item upload records, the system automatically submits the RI Item Upload process to process the records in the RI Item Upload Table (RIIUPP). See RI Item Upload Process for processing details. Note: If item upload records already exist in the RI Item Upload table, the system processes those records along with the records created through the Copy Item to Company program. |
|
6. |
The system creates supporting table values for items/SKUs through the item upload if the value does not exist in the shared company. For example, if the buyer code does not exist in the shared company, the system creates it. See Tables Updated by the RI Item Upload for a list of the tables for which the RI Item Upload process will create new records. |
|
9. |
The system places any records that contain errors in an error status in the RI Item Upload Table (RIIUPP) and Retail Integration Item Upload Error table. You can review the records in error on the Item Upload Error Report and on the Work with Retail Item Upload Errors Screen in Working with Retail Integration Item Upload (RIIU). See Retail Item Upload Errors for a list of errors that may occur. Note: Item upload records in error are listed in the Work with Retail Integration Item Upload (RIIU) menu option in the shared company, not the company where the copied item is located. For example, if you create the copied item in shared companies 100 and 200 and both item upload records error, you must review and correct the item upload record in error in each shared company (companies 100 and 200). |
|
10. |
Once the Item Upload process completes, the system generates the following reports:
|
Item Upload Records Created
The table below indicates the type of item upload record created, based on the action code and record type selected.
| Action / Record type | Item Upload Record Created |
|---|---|
| Item upload records created for record type Item/SKU | |
|
A Item/SKU |
The item upload record contains:
Note: If the item already exists in the shared company, the system automatically changes the Request type to C (maintain).Short SKU: The system generates a new short SKU code for each item/SKU created in the shared company. Long SKU department and long SKU division: The system creates the long SKU department in the shared company if it does not already exist. In addition, if a long SKU division is defined for the long SKU department being created, the system also creates the long SKU division in the shared company. However, if the long SKU department does not need to be created, the system will not create the long SKU division in the shared company if it does not already exist. Cost: The system copies the cost defined. |
|
**DFLT ITEM: If a field for the copied item is blank, the system creates the item upload record and leaves the field blank. However, if the **DFLT ITEM Item/SKU exists as an item in the shared company, the system defaults the value defined for the **DFLT ITEM item to the blank field in the RI Item Upload record. For example, if the buyer code is blank from the copied item, but the **DFTL ITEM contains buyer code BTM, the system defaults BTM to the item upload record and creates the item in the shared company with buyer code BTM. See **DFLT ITEM Item/SKU for more information on setting up this item. Item Upload Processing Results: The system creates an item/SKU in each shared company, using the item number and item/SKU information from the copied item. If the copied item contains SKUs, the system creates a SKU for each SKU defined for the copied item. |
|
|
C Item/SKU |
The item upload record contains:
Short SKU: The system retains the short SKU defined for the item in the shared company instead of updating the short SKU with the short SKU defined for the copied item. Long SKU department and long SKU division: The system creates the long SKU department in the shared company if it does not already exist. In addition, if a long SKU division is defined for the long SKU department being created, the system also creates the long SKU division in the shared company. However, if the long SKU department does not need to be created, the system will not create the long SKU division in the shared company if it does not already exist. Cost: The system copies the cost defined for the item. **DFLT ITEM item: If a field for the copied item is blank, the system creates the item upload record and leaves the field blank. However, if **DFLT ITEM exists as an item in the shared company, the system defaults the value defined for the **DFLT ITEM item to the blank field in the item upload record. For example, if the buyer code is blank from the copied item, but the **DFTL ITEM contains buyer code BTM, the system defaults BTM to the item upload record and updates the item in the shared company with buyer code BTM. See **DFLT ITEM Item/SKU for more information on setting up this item. |
|
*DFTCHG item: If *DFTCHG exists as an item in the shared company, the system looks to this item to determine if the item in the shared company should be updated with the information from the copied item.
Example: If the copied item has buyer code TWB and the item in the shared company has buyer code BTM, the system will retain buyer code BTM if the *DFTCHG item has a buyer code defined. However, if the Buyer code field for the *DFTCHG item is blank, the system updates the buyer code for the item in the shared company to TWB. See **DFTCHG Item/SKU for more information on setting up this item. Item Upload Processing Results: In each shared company, the system updates the item/SKU with the same item number as the copied item, using the item/SKU information from the copied item. |
|
| Item upload records created for record type Item Offer | |
|
A Item Offer |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system creates item offers for the item with the same item number as the copied item, using the item offers from the copied item. |
|
C Item Offer |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system updates the item offer(s) for the item with the same item number as the copied item, using the item offer information from the copied item. |
| Item upload records created for record type SKU Offer | |
|
A SKU Offer |
The item upload record contains:
Note: In order to create an item upload record for Record type 04, the copied item must contain SKUs. If the item is a non-SKUed item, the system automatically deletes the item upload record and displays it on the Record Deleted from RI Item Upload Report.Item Upload Processing Results: In each shared company, the system creates SKU offers for the item with the same item number as the copied item, using the SKU offers from the copied item. |
|
C SKU Offer |
The item upload record contains:
If the SKU offer does not exist, the system automatically changes the Request type to A (add). Item Upload Processing Results: In each shared company, the system updates the SKU offer(s) for the item with the same item number as the copied item, using the SKU offer information from the copied item. |
| Item upload records created for record type Item Price | |
|
A Item Price |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system creates item prices for the item with the same item number as the copied item, using the item prices from the copied item. |
|
C Item Price |
The item upload record contains:
If the item price does not exist, the system automatically changes the Request type to A (add). Item Upload Processing Results: In each shared company, the system updates the item price(s) for the item with the same item number as the copied item, using the item price information from the copied item. |
| Item upload records created for record type SKU Price | |
|
A SKU Price |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system creates SKU prices for the item with the same item number as the copied item, using the SKU prices from the copied item. |
|
C SKU Price |
The item upload record contains:
If the SKU price does not exist, the system automatically changes the Request type to A (add). Item Upload Processing Results: In each shared company, the system updates the SKU price(s) for the item with the same item number as the copied item, using the SKU price information from the copied item. |
| Item upload records created for record type Item UPC | |
|
A Item UPC |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system creates item UPCs for the item with the same item number as the copied item, using the item UPCs from the copied item. |
|
C Item UPC |
The item upload record contains:
If the item UPC does not exist, the system automatically changes the Request type to A (add). Item Upload Processing Results: In each shared company, the system updates the item UPC(s) for the item with the same item number as the copied item, using the item UPC information from the copied item. |
| Item upload records created for record type Item Coordinate | |
|
A Item Coordinate |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system creates item coordinates for the item with the same item number as the copied item, using the item coordinates from the copied item. |
|
C Item Coordinate |
The item upload record contains:
If the item coordinate does not exist, the system automatically changes the Request type to A (add). Item Upload Processing Results: In each shared company, the system updates the item coordinate(s) for the item with the same item number as the copied item, using the item coordinate information from the copied item. |
| Item upload records created for record type Vendor Item | |
|
A Vendor Item |
The item upload record contains:
Item Upload Processing Results: In each shared company, the system creates vendor items for the item with the same item number as the copied item, using the vendor items from the copied item. |
|
C Vendor Item |
The item upload record contains:
If the vendor item does not exist, the system automatically changes the Request type to A (add). Item Upload Processing Results: In each shared company, the system updates the vendor item(s) for the item with the same item number as the copied item, using the vendor item information from the copied item. |
Setting up SKUs
Purpose: The following topics describe working with SKU elements, groups, split SKUs, and using the SKU generator.
- Introducing SKU Setup discusses SKU concepts and provides an overview of split SKU elements, groups, and the SKU generator.
- Working with SKU Elements (WSK1, WSK2, WSK3) explains how to create, change, delete, and display SKU elements.
- Working with SKU Groups (WISG) includes how to create, change, delete, and display SKU groups.
- Using the SKU Generator (ESKG) describes the SKU Generator and working with input and output screens, including working with SKU base information and creating individual SKUs.
- Resequence the SKU Collating Sequence Number (RSCS) explains how to assign a SKU sort sequence number to each SKU of a selected item.
Introducing SKU Setup
Purpose: This topic contains an explanation of SKUs, SKU types, SKU elements, SKU groups, SKU sort sequence numbers and the SKU generator.
Definition: A SKU (stock keeping unit) is used to further define an item number. An item that is sold in multiple colors and sizes is often represented by a base item number, which is common to all of the colors and sizes, and a SKU which specifically defines the color and size. For example, the base item number for a dress could be 9201 and the SKUs associated with that item number could be RED SML, RED MED, RED LRG, BLUE SML, BLUE MED, and BLUE LRG.
Most functions accessible at the base item level are accessible at the SKU level, including offers, warehouses, sets, and comments. Information entered at the SKU level overrides information defined at the base item level.
In this topic:
SKU Elements
The three elements of the Split SKU are defined in the System Control table.Typically, these elements are used to represent size, color, and width for items of apparel; however, you can define the elements to meet your particular requirements. Once you set up the elements in the System Control table, you will be prompted for this information throughout the system.
SKU Groups
A SKU Group (Working with SKU Groups (WISG)) can be assigned to an item in the Item table and is used to define the standard sizes or colors in which items are sold. SKU Groups can be used to facilitate data entry in the SKU Generator (fast path = ESKG); see Using the SKU Generator (ESKG).
For example, a SKU group can be defined for a particular manufacturer's product line for dresses. You can define an Item SKU Group for dress size. For example, the Item SKU Group 001 could be set up for dresses and can list the sizes in which these dresses are available ( 4, 6, 8, 10, 12, 14, regular and petite).
SKU Generator
The SKU Generator is used to create an array of SKUs for an item automatically. Once you define the item and the SKU group, run the SKU generator option to automatically build all the SKU records.
When generating SKUs for an item, you can accept the defaults as defined in the SKU Groups or you can add or subtract individual SKUs.
See Using the SKU Generator (ESKG).
Note:
Before you can work with SKUs, you must create the SKU information on the system. You can also create SKUs by selecting Create at the Work with SKUs Screen.Working with Sets
In this part: The following topics describe how to create, change, delete, and display sets.
- Introducing Sets provides a brief overview of sets and how to select the set tables.
- Entering Set Information (WSET) describes a set; how to scan for, create, and delete sets; and how to work with set component items.
- Entering Variable Set Information (WVST) defines a variable set and includes how to scan for, create, and delete variable sets, and how to work with variable set groups.
- Entering Finished Goods Information (WFGD) defines a finished good and includes how to scan for, create, and delete finished goods sets, and how to work with finished good component items.
Introducing Sets
Purpose: There are three types of sets or kits:
Sets are a group of items which are assembled when the set is picked and packed. Sets can be made up of items which are sold individually. Each of these component items appear on the pick slip and are packed together. Component items might not appear on the same pick slip, but the picks are created at the same time.
For more information: See Entering Set Information (WSET).
Variable sets are lists of items that customers can choose from to make up the set they want to purchase. Like sets, variable sets are assembled when the set variable is picked and packed. The items which make up the variable set might not appear on the same pick slip, but the picks are created at the same time.
For more information: See Entering Variable Set Information (WVST).
Finished goods are items that require assembly prior to picking and packing. A finished good is made up of one or more components. These components are assembled to build the finished good. The finished good is picked and packed, not the individual components. The system tracks the usage of each component and will recommend re-order quantities. The system also determines demand for the finished good item and recommends the number of finished goods to be made up to meet demand.
For more information: See Entering Finished Goods Information (WFGD).
Updating Items and SKUs
Topics in this part:
- Creating Item/SKU Offers (MISO) describes how to create an item/SKU offer.
- Updating Item/SKU Offers (MUSO) explains the Update SKU Offer screen and its fields. This option updates information on multiple SKU offer records at one time.
- Deleting SKUs for an Item (MDLT) explains how to delete a SKU for a particular item.
- Copying SKU Offer Information (MCSO) describes how to duplicate the information in one offer to another offer.
- Copying Item Warehouse Information (MCIW) explains how to duplicate the item warehouse information in one warehouse to another warehouse.
- Working with Offer Overrides by Item Class (WSOI) explains how to override existing item/offer and SKU/offer information by item class.
- Maintaining SKU Cross Reference Codes (MSKR) describes how to create a cross reference between a Order Management System item and SKU and another system's item and SKU.
- Updating SKU Offer Prices (MUSK) allows you to create SKU/offer prices for specific SKUs of an item and specific offers.
- Maintaining Item/SKU/Offer (CPIM) describes how to recalculate the projected units or update other information in the Item/Offer table.
- Maintaining Item Offers (MIOF) describes how to update item offer information for a specific offer, or to change item information for a specific item.
- Copying SKU/Offer Records (CSKO) describes how to copy SKU offer information from one offer to another.
Assigning Items/SKUs to Offers
Purpose: By assigning an item or SKU to an offer, you indicate that the item or SKU is available to be sold in a particular offer. An item/SKU can be linked to multiple offers. The information you can define for the item/SKU offer includes the page number where the item/SKU appears, information on the item depiction, whether gift wrapping or special handling are available, and the expected return percentage. You can also define pricing at this level.
Item/offer vs. SKU/offer: If an item has SKUs, you can create an item offer record or SKU offer records. You need to establish SKU offer records only if the information differs for each SKU.
Use Work with Item/SKU Offers to change, delete, display, or create item/SKU offers. Additionally, you can advance to the following functions:
- Item pricing: You can define special reduced prices for the item, based on the quantity ordered or the column assignment.
- Page letter assignment: You can define a catalog page and letter for an item, which order entry operators can enter instead of the item code.
- Alias function: You can use aliases to track sales for an item depending on its placement within the same catalog.
Created through SKU generator? The Automatically Create SKU Offers (J71) system control value indicates whether the SKU generator automatically creates SKU Offers and single-unit SKU Prices based on current or future Item Offers and Item Prices. See that system control value for more information.
In this topic:
- Work with Item Offers Screen
- Work with SKU Offers Screen
- Work with Item Prices Screen (Quantity Price Breaks by Offer)
- Work with Alias Screen
- Work with Accompanying Item Screen
For more information: See Create Item Offer Screen to learn how to create an item (or SKU) offer.
Work with Item Offers Screen
Purpose: Item offers are merchandise presentations to your customers, such as catalogs, space advertisements, etc. Use this screen to associate an item with one or more offers. From this screen, you can create, change, delete or display item offers.
How to display this screen: At the Work with Items Screen, select Offers for an item.
| Field | Description |
|---|---|
| Offer |
Represents a catalog or advertisement used to present merchandise to your customers. Alphanumeric, 3 positions; optional. |
| Description |
The description of the offer. Alphanumeric, 40 positions; optional. |
| G/W (Gift wrap) |
Indicates whether the item is eligible for gift wrapping in the offer. Selected = the item is eligible for gift wrapping in this offer Unselected = the item is not eligible for gift wrapping in this offer |
| S/H (Special handling) |
Indicates whether the item is eligible for special handling in the offer. Selected = the item is eligible for special handling in this offer Unselected = the item is not eligible for special handling in this offer |
| Screen Option | Procedure |
|---|---|
|
Create an item offer |
Select Create to advance to the Create Item Offer Screen. |
|
Change item offer information |
Select Change for an offer to advance to the Change Item Offer Screen. |
|
Delete item offer information |
Select Delete for an offer to delete the item/offer. Note: If there are dependent records associated with this offer, the system will display a warning message. Deleting this offer will also delete any dependent records such as:Item Offer Dependent Tables:
SKU Offer Dependent Tables:
|
|
Display item offer information |
Select Display for an offer to advance to the Display Item Offer Screen. You cannot change any information on this screen. See Create Item Offer Screen for field descriptions. |
|
Price Breaks |
Select Price breaks for an offer to advance to the Work with Item Prices Screen (Quantity Price Breaks by Offer). |
|
Alias |
Select Alias for an offer to advance to the Work with Alias Screen. |
|
Work with accompanying items |
Select Accompanying Items for an offer to display the Work with Accompanying Item Screen. |
|
Work with user defined fields |
Select User Fields for an offer to advance to the Work with User Fields Screen. |
Change Item Offer Screen
Change an offer: Select Change for the item/SKU offer at the Work with Item Offers Screen to advance to the Change Item/SKU Offer screen. At this screen you can change any information except the item code, description, and offer number. See Create Item Offer Screen for field descriptions.
If you change the effective date or pricing, the system creates an additional price break record for a quantity of 1. In this case, the system selects the most current price break for the item or SKU; the price break with the effective date closest to, but not past, the current date is used. To remove a price break record once you change any of this information for an item offer or SKU offer, select Price breaks for the item/SKU offer; see Work with Item Prices Screen (Quantity Price Breaks by Offer).
Work with SKU Offers Screen
Purpose: Use this screen to work with SKU/offers, which define the pricing and available options, such as gift wrap and special handling, for individual SKUs within an offer. If you have defined a SKU/offer, the system uses this information in order entry. If there is no SKU/offer, the item/offer information applies. It is not necessary to create SKU/offers for SKU’ed items except, optionally, to override the item/offer information.
How to display this screen: Select Ofrs for a SKU at the Work with SKUs Screen.
Field descriptions: See Work with Item Offers Screen.
| Screen Option | Procedure |
|---|---|
|
Create a SKU offer |
Select Create to advance to the Create SKU Offer Screen. |
|
Change SKU offer information |
Select Change for an offer to advance to the Change SKU Offer screen. See Change Item Offer Screen. |
|
Delete SKU offer information |
Select Delete for an offer to delete the SKU offer. |
|
Display SKU offer information |
Select Display for an offer to advance to the Display SKU Offer screen. You cannot change any information on this screen. See Create SKU Offer Screen. |
|
Price Breaks |
Select Price breaks for an offer to advance to the Work with SKU Prices screen. See Work with Item Prices Screen (Quantity Price Breaks by Offer). |
|
Work with accompanying items |
Select Accompanying Items for an offer to display the Work with Accompanying Item Screen. Note: If you add an accompanying item from the Work with SKU Offers Screen, the accompanying item is added to the order only when the customer orders this specific SKU. |
|
Work with user defined fields |
User Fields for an offer to advance to the Work with User Fields Screen. |
Change SKU Offer Screen
To change: Select Change for an offer at the Work with SKU Offers Screen to advance to the Change SKU Offer screen. At this screen, you can change anything except the item, SKU, and offer. See Create SKU Offer Screen.
Work with Item Prices Screen (Quantity Price Breaks by Offer)
Purpose: Use this screen to create, change, delete, or display price breaks for an item in an offer. The Quantity Break/Item (A87) system control value controls whether the system reprices an order by the Quantity Break by Item method in Order Entry.
This function also allows you to specify a pricing column for each price break. A customer assigned to a pricing column in the Customer table receives the price break automatically, regardless of the order quantity. You can establish separate price breaks by quantity for regular and associate customers.
Note:
If you have selected “Best Way” pricing in the System Control table, the customer will always receive the best available price for the item and quantity. If the best available price is a column price, the customer receives this price even if not flagged for column pricing.Creating Item Price or SKU Price records through Item Offer or SKU Offer: You create a record in the Item Price table each time you create or change an item offer record that includes a price; similarly, you create a record in the SKU price table each time you create or change a SKU offer record with a price. Also, if you create a SKU Offer but do not specify an Effective date and Price at that time, the system automatically creates a SKU Price using the single-unit Item Price record with the latest Effective date. If the latest Item Price record has an Effective date in the future, then the SKU Price also has a future Effective date.
How to display this screen: At the Work with Item Offers Screen, select Price break for an item offer.
| Field | Description |
|---|---|
| Effective date |
The date the price or quantity break discount becomes valid. Numeric, 6 positions (in user date format); optional. |
| Quantity |
The amount of an item that the customer must order to receive the discounted (quantity break) price. Numeric, 7 positions; optional. |
| Price |
The price at which the item will be sold. Numeric, 13 positions with a 2-place decimal; required. |
| Associate price |
The price at which the item will be sold to associate customers. Numeric, 13 positions with a 2-place decimal; required. |
| Column |
Indicates the pricing column associated with this price. Alphanumeric, 1 position; optional. |
| Tax inclusive price |
The price at which the item will be sold on orders subject to tax-inclusive pricing and VAT. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Tax-inclusive associate price |
The price at which the item will be sold to associate customers on orders subject to tax-inclusive pricing and VAT. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Screen Option | Procedure |
|---|---|
|
Create item pricing |
Select Create to advance to the Change Item Price Screen. |
|
Change item price information |
Select Change for an item price to advance to the Change Item Price Screen. |
|
Delete item price information |
Select Delete for an item price to delete it. |
|
Display item price information |
Select Display for an item price to advance to the Display Item Price Screen. You cannot change any information on this screen. See Create Item Price Screen (Quantity Price Breaks by Offer) for field descriptions. |
Create Item Price Screen (Quantity Price Breaks by Offer)
Purpose: At the Work with Item Prices Screen (Quantity Price Breaks by Offer), select Create.
| Field | Description |
|---|---|
| Effective date |
The date the price or quantity break discount becomes valid. This date should be equal to or greater than the effective date of the offer. The customer will receive the price when the order date is on or after this date and the appropriate quantity ordered is achieved. If there are multiple effective dates established for the same item/offer, the system will use the price associated with the effective date closest to, but not greater than, the order date. Example: If you establish effective dates of Feb. 20, and Mar. 31 and the customer places an order on April 1, the customer receives the price associated with the effective date of March 31. Numeric, 6 positions (in user date format); required. |
| Qty (Quantity) |
The amount of an item that the customer must order to receive the discounted (quantity break) price. Applies to all SKUs for the item unless it is overridden at the SKU level. An unlimited number of quantity break levels may be defined for an item. If you are defined as a single price record (meaning there is no minimum quantity required), use a quantity of one. Numeric, 7 positions; required. |
| Price |
The price at which the item will be sold in this offer, if no discounts are applied, and the order date is on or after than the effective date. Multiple effective dates and prices can be established for the same item/offer. Numeric, 13 positions with a 2-place decimal; required. |
| Associate price |
The price at which the item will be sold in this offer to associate customers. Associate price is used when the Associate field on the order is selected and the order date is on or after the effective date. Numeric, 13 positions with a 2-place decimal; optional. |
| Tax inclusive price |
The price at which the item will be sold in this offer on orders subject to VAT. When an order is subject to VAT, tax does not accumulate in the Tax bucket on the order; instead, the customer pays a tax-inclusive price for the items and VAT is included as a "hidden tax" on the order detail line. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Tax-inclusive associate price |
The price at which the item will be sold in this offer to associate customers on orders subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
| Price column |
The pricing column associated with the price entered. In the Customer table, you may assign a customer to a pricing column. This means that the customer will be charged the column price, even if the customer does not order the number of units specified for the price break. Alphanumeric, 1 position; optional. |
Change Item Price Screen
To change: Select Change for a price at the Work with Item Prices Screen (Quantity Price Breaks by Offer) to advance to the Change Item Price screen. At this screen you can change the prices or price column. See Create Item Price Screen (Quantity Price Breaks by Offer) for field descriptions.
Work with Alias Screen
Purpose: Use this screen to create, change, delete or display alternate item codes for an item. You can use various aliases for an item within an offer, presenting the item on different pages in different ways. This helps you track how different placement and presentation of an item within the catalog affects demand. The system maintains inventory information at the actual item level, not at the alias level.
If the Display Item Alias (D56) system control value is selected, the alias the customer selects will display in Order Entry, Order Maintenance, and Order Inquiry. If this field is unselected, the actual item code will display.
Note:
Note: If an item has SKUs, you define an alias for the base item rather than at the SKU level. Your customers can place orders for the item using the alias code, but the original SKUs. For example, a base item code is A1000, and is available in BLUE and RED, while it has aliases X2000 and Z3000. The system accepts orders for A1000, X2000 or Z3000, but requires a SKU of either BLUE or RED regardless of the item code or alias.How to display this screen: At the Work with Item Offers Screen, select Alias for an item offer. You can also advance to this screen by selecting Work with Alias at the Create Item Offer Screen, the Change Item Offer Screen, or the Display Item Offer screen.
| Field | Description |
|---|---|
| Alias |
The alternate item code for an actual item. Alphanumeric, 12 positions; optional. |
| Screen Option | Procedure |
|---|---|
|
Create a new alias |
Select Create to advance to the Create Alias Screen. |
|
Change alias information |
Select Change for an alias to advance to the Change Alias Screen. At this screen you can change any information except the item code and offer. See Create Alias Screen for field descriptions. |
|
Delete alias information |
Select Delete for an alias to delete it. |
|
Display alias information |
Select Display for an alias to advance to the Display Alias Screen. You cannot change any information on this screen. See Create Alias Screen for field descriptions. |
Create Alias Screen
To create: At the Work with Alias Screen, select Create.
| Field | Description |
|---|---|
| Alias |
The alternate item code for an actual item. You can create multiple aliases for an offer, but each alias must have a unique code. You can use aliases to track how demand varies for an item depending on placement and presentation within an offer. When you enter an alias code in Order Entry, the system reserves stock and performs all other inventory transactions against the actual item code, but tracks demand for the alias. If the Display Item Alias (D56) system control value is selected, the alias rather than the actual item code will display in Order Entry, Order Maintenance, and Order Inquiry. Alphanumeric, 12 positions; required. |
Work with Accompanying Item Screen
Purpose: Use this screen to create, change, delete, or display additional items that are offered along with the original item and automatically added to the order.
Accompanying items are added to the order automatically at no charge or for a set price when the customer orders the originating item, or “trigger item”, in a specific quantity and for a specific offer. This activity is automated, so that the order entry operator does not have to remember to add this item to the order. No pop-up window opens to notify the operator that the system is adding an accompanying item to the order. In addition, certain updates to the originating item in order entry also update the accompanying item. When you ship the order, the system ensures that the originating item and accompanying item ship together.
The system also adds accompanying items to an order in order maintenance if the system control value is selected.
To define accompanying items: Use the Add/Change option at the Work with Accompanying Item Screen to define accompanying items for a specified item/SKU and offer. When you select the Add/Change option, the system toggles the fields for any existing accompanying items between being enterable and display-only.
For each accompanying item that you define, you must indicate:
- Add Accompanying Items in Order Maintenance (H28)
- the required order quantity of the originating item in order to add the accompanying item to the order; for example, you must order 2 of the originating item to add the accompanying item to the order
- the accompanying item/SKU to add to the order
- the quantity of the accompanying item to add to the order (either a specific quantity or the same quantity as the originating item)
- whether there is a charge for the accompanying item (accompanying items are added at no charge, or at the regular price according to your pricing hierarchy)
Cannot add accompanying item with set: The system does not add an accompanying item to the order if it is associated with a set item.
For more information: See Upselling with Accompanying Items for an overview of the accompanying item process in order entry and order maintenance.
How to display this screen: At the Work with Item Offers Screen, select Accompanying Item for an item offer.
| Field | Description |
|---|---|
| Offer |
The code and description of offer that must be used for the originating item in order for the accompanying item to qualify for the order; this is the offer you selected at the Work with Item Offers Screen. Offer code: Alphanumeric, 3 positions; display-only. Offer description: Alphanumeric, 40 positions; display-only. |
| Item/SKU |
The code and description of the originating item; this is the item that “triggers” adding the accompanying item to the order. If you are defining an accompanying item at the SKU level, the SKU for the originating item also displays. Item code: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 120 positions; display-only. SKU code: Alphanumeric, three 4-position fields; display-only. |
| Required qty (Originating item required quantity) |
The quantity of the originating item that must be ordered in order to qualify for the accompanying item. The screen displays an error message if you try to create more than one accompanying item for the same required quantity: An accompanying item has already been defined for this quantity. If you define multiple accompanying items for the originating item, the system adds the accompanying item whose Required qty is closest to, but not greater than, the order quantity of the originating item on the order. If you decrease the order quantity of the originating item on the order so that it no longer meets the Required quantity for the accompanying item, the system deletes the accompanying item from the order. See Updating the Originating Item in Order Entry for more information on when the system updates the accompanying item based on updates made to the originating item in order entry. Numeric, 5 positions; required. |
| Item |
The accompanying item to add to the order if the customer orders the required quantity of the originating item. Validated against the Item table. Alphanumeric, 12 positions; required. |
| SKU |
The SKU elements that are used to further define the accompanying item. Validated against the SKU Element (1, 2, 3) tables. Alphanumeric, three 4-position fields; required (if SKU item). |
| Acc qty (Accompanying item quantity) |
The quantity of the accompanying item to add to the order. You must complete this field if the Use Order Quantity field is No. Leave this field blank if you select the Use order quantity field. Note: If you define an Accompanying item quantity and also select the Use order quantity field, the system ignores the quantity defined in the Accompanying item quantity field and instead adds the accompanying item to the order using the same order quantity as the originating item.If you change the order quantity of the originating item in order entry and you define an Accompanying item quantity instead of selecting the Use order quantity field, the system does not update the order quantity of the accompanying item when you change the order quantity of the originating item in order entry. See Updating the Originating Item in Order Entry for more information on when the system updates the accompanying item based on updates made to the originating item in order entry. Numeric, 5 positions; required if Use Order Qty is No. |
| Use order qty (Use originating item order quantity) |
Defines whether the system adds the accompanying item to the order using the same order quantity as the originating item. Valid values: Yes = Add the accompanying item to the order in the same quantity as the originating item. No = Add the accompanying item to the order using the quantity defined in the Acc qty (Accompanying item quantity) field. Updating the Originating Item in Order EntryWhen you change the order quantity of the originating item on the order, the system looks at the setting of the Use Order Quantity field for the accompanying item to determine if the order quantity of the accompanying item should also change.
See Updating the Originating Item in Order Entry for more information on when the system updates the accompanying item based on updates made to the originating item in order entry. |
| Free? |
Defines whether the system adds the accompanying item to the order free of charge. Valid values: Yes = The accompanying item is being offered free of charge. No = The accompanying item is not free of charge. The system uses the price assigned in item/offer or SKU/offer. |
Maintaining Purchase Orders
Topics in this part:
- Maintaining Purchase Orders (MPOE) tells you how to select a purchase order for maintenance, enter any changes, and accept your entries.
Using Purchase Order Inquiry
Topics in this part:
- Purchase Order Inquiry (MPOI) describes the screens you use to review a purchase order on the system.
Printing Purchase Orders
Topic in this part:
- Printing Purchase Orders (MPRP) describes how to make standard print selections (sequence, date, type) and making additional print selections (vendor, buyers, and warehouses) in order to print or email the purchase order.
Performing Inventory Analyses
Topics in this part:
- Using Inventory Inquiry (DINI) describes how to use the Inventory Quantity Inquiry menu option to review inventory information for items and SKUs.
- Printing Item Sales Analysis Reports (MISA) includes how to access this function, how to set up the report, and a sample report.
- Printing Item Stock Status Reports (MISS) includes how to access this function, how to set up the report, and a sample report.
- Inventory Inquiry by Item (IIQI) describes how to review order activity on screen for a group of SKUs sharing the same first SKU element.
- Item Availability API describes how the system responds to requests for item availability about and item or group of items.
For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Retail Integration (External System to Order Management System)
Topic in this part: The following topics describe the processes, setup requirements, and functions available to upload item information from your retail system into Order Management System.
- Retail Integration (External System into Order Management System) Overview and Setup explains how you can keep merchandise information at your retail merchandising system in sync with merchandise information in Order Management System.
- Working with Retail Integration Item Upload (RIIU) explains how to upload item information from your retail merchandising system into Order Management System.
- Creating and Maintaining Long SKU Divisions (WLDV) explains how to create and modify long SKU division codes.
Retail Integration (External System into Order Management System) Overview and Setup
Generic retail integration from an external system into Order Management System allows you to keep merchandise information in Order Management System in sync with merchandise information in your external merchandising system. Using this integration, you can provide your customers with a consistent shopping experience across your retail store, catalog, and online channels. You can carry the same merchandise and offer your customers the same merchandise pricing in your retail store, catalog, and online channels. This allows you to maintain the image and service levels customers have come to expect.
RMFCS integration: The item import from Oracle Retail Merchandising Foundation Cloud Service (RMFCS) also creates records in the RI Item Upload table and uses the **DFLT ITEM Item/SKU and **DFTCHG Item/SKU; however, the RMFCS import uses a different set of files to populate the RI Item Upload table, and a different periodic function. See Oracle Retail Merchandising Foundation Cloud Service (RMFCS) and Oracle Retail Pricing Cloud Service (RPCS) Integration for more information.
In this topic:
- Uses for the Generic Retail Integration from an External System into Order Management System
- Item Upload Overview
- Setup for Generic Retail Integration from External System into Order Management System
- Creating Default and Change Item/SKU Upload Values: **DFLT ITEM and **DFTCHG
Uses for the Generic Retail Integration from an External System into Order Management System
Using this integration, you can:
- upload new or changed merchandise information located in your retail store to Order Management System, such as:
- item and SKU
- item offer
- SKU offer
- item price
- SKU price
- vendor item
- item UPC
- item and SKU coordinate
- create a hierarchy between a long SKU division, long SKU department, and retail class in Order Management System.
Item Upload Overview
You can use the RI Item Upload Process to create and maintain item and SKU information in Order Management System that corresponds to your retail store merchandise. You can upload items and SKUs, item/SKU offers, item/SKU prices, item/SKU UPC codes, vendor items, and coordinate items, and optionally create many other supporting values using Item Upload Batch Processing.
The Use Retail Integration (H26) system control value determines whether Order Management System changes certain table structures so that it can read records you upload from your retail system. When this system control value is selected, the system:
- uses long SKU class codes from the Retail Class table instead of long SKU class codes from the Long SKU Class table. This allows you to create a hierarchy of retail class within long SKU department. You can link retail classes to a long SKU department in Working with Long SKU Departments (WLSD).
- requires a value in the Long SKU department, Long SKU class (retail class), Long SKU style, and Long SKU subclass fields when you create or maintain a base item.
If you wish to selectively require certain long SKU values, you can select one or more of the following system control values instead of selecting the Use Retail Integration (H26) system control value:
- Require L/S Department (I92)
- Require L/S Class (I93)
- Require L/S Style (I94) (This system control value also validates that the long SKU style code is unique at both the item and SKU level.)
Create supporting tables? Order Management System creates supporting table values, such as buyer code, for items/SKUs created or updated through the item upload if they do not already exist in the Order Management System table. See Tables Updated by the RI Item Upload.
RMFCS integration: The item import from Oracle Retail Merchandising Foundation Cloud Service (RMFCS) also creates records in the RI Item Upload table and uses the **DFLT ITEM Item/SKU and **DFTCHG Item/SKU; however, the RMFCS import uses a different set of files to populate the RI Item Upload table, and a different periodic function. See Oracle Retail Merchandising Foundation Cloud Service (RMFCS) and Oracle Retail Pricing Cloud Service (RPCS) Integration for more information.
Item Upload Batch Processing
Batch processing overview: This flowchart summarizes the process of passing batch item upload records from a retail system other than RMFCS to Order Management System.
RMFCS integration: See Oracle Retail Merchandising Foundation Cloud Service (RMFCS) and Oracle Retail Pricing Cloud Service (RPCS) Integration for more information on the process of importing item data from RMFCS.
How do you upload retail merchandise information? Use the File Storage API or Work with File Uploads (WUPL) to upload retail merchandise information into the RI Item Upload Table (RIIUPP).
- If you use the File Storage API to upload the generic Retail Integration Item file named RIIUPP into the FILE_STORAGE table in the database, you need to use the UPRITEM Upload Retail Item File (Program name PFR0134, Parameter RIIUPP) periodic function to create records in the RI Item Upload Table (RIIUPP).
- If you use Work with File Uploads (WUPL), the RI Item Upload Table records are created through the upload process.
How do you process records in the RI Item Upload table? Once you have passed item upload records from your retail master system to the RI Item Upload table, you can view all the records in the batch using the Working with Retail Integration Item Upload (RIIU) menu option. In order to process the records in the RI Item Upload table:
- Select Process at the Work with Retail Item Upload Screen.
- Select Accept at the Copy Item to Company Window in Working with Existing Items (MITM).
- Submit the RIUPLD function using the PFR0084 program. See Scheduling Jobs for background.
Records that pass all edits: The system deletes these records from the RI Item Upload table and the requested update (create or maintain) is made in Order Management System.
Records that fail one or more of the edits: The system retains these records in the RI Item Upload table and also creates a record for each RI Item Upload record in error in the RI Item Upload Error table. You can review and correct the errors, or delete the record(s) using Working with Retail Integration Item Upload (RIIU). You can review item upload records in error on the:
- Item Upload Error Report: lists item upload records that are in error.
- Record Deleted from RI Item Upload Report: lists item upload records that you manually deleted at the Work with Retail Item Upload Screen.
Retail Item Upload email: If a valid email is defined in the Email address field for the user that submitted the RI Item Upload Program, the system sends a Retail Item Upload Email to the user’s email address when the job completes indicating whether all records were processed successfully or whether any records contain errors.
For more information: See Working with Retail Integration Item Upload (RIIU).
Setup for Generic Retail Integration from External System into Order Management System
Before you can use the generic retail integration from an external system (other than RMFCS) into Order Management System, you must perform the necessary setup. Information requiring creation and setup includes:
Populating the RI Item Upload Table (RIIUPP)
Create an RI Item Upload text file that contains the records to upload.
To upload the text file:
- If you use the File Storage API to upload the Retail Integration Item file named RIIUPP or RIIUP.txt (the txt extension is not case-sensitive) into the FILE_STORAGE table in the database, you need to use the UPRITEM Upload Retail Item File (Program name PFR0134, Parameter RIIUPP) periodic function to create records in the RI Item Upload Table (RIIUPP).
- If you use Work with File Uploads (WUPL) to upload the text file named RIIUPP, the RI Item Upload Table records are created through the upload process.
See Sample Retail Integration Items Upload Data for information on the contents of the text file.
Note:
When populating the RI Item Upload table, the information should be entered in all upper case.RMFCS integration: The item import from Oracle Retail Merchandising Foundation Cloud Service (RMFCS) also creates records in the RI Item Upload table and uses the **DFLT ITEM Item/SKU and **DFTCHG Item/SKU; however, the RMFCS import uses a different set of files to populate the RI Item Upload table, and a different periodic function. See Oracle Retail Merchandising Foundation Cloud Service (RMFCS) and Oracle Retail Pricing Cloud Service (RPCS) Integration for more information.
System Control Values
This table contains the system control values you should set up to use generic retail integration from an external system into Order Management System.
| System Control Value | Description |
|---|---|
|
Select this field if you wish the system to:
Leave this field blank if you do not wish to link a long SKU class (retail class) to a long SKU department. In addition, leave this field blank if you wish to selectively indicate which long SKU values are required. |
|
|
Select this field if you want to require a value in the Long SKU department when you create or maintain a base item. Note: The system ignores the setting of this system control value if the Use Retail Integration (H26) system control value is selected. |
|
|
Select this field if you want to require a value in the Long SKU class when you create or maintain a base item. Note: The system ignores the setting of this system control value if the Use Retail Integration (H26) system control value is selected. |
|
|
Select this field if you want to require a value in the Long SKU style when you create or maintain a SKU. The system also validates that the long SKU style at the item level and SKU level is a unique value. Note: The system ignores the setting of this system control value if the Use Retail Integration (H26) system control value is selected. |
|
|
Select this field if you want the system to automatically create keywords for items created through the RI Item Upload process for record type 01 Item/SKU. Note: The system creates new keywords for the item based on its current description; however, any existing keywords for the item will remain. |
Secured Feature
The Maintain Long SKU Values in MITM (B05) secured feature determines whether a user has authority to change long SKU values in Work with Item/SKUs.
Menu Options and Subfile Options
This table contains the menu options and subfile options you use for retail integration from external system into Order Management System.
| Menu Option | Purpose |
|---|---|
|
Use this menu option to process, review and correct batch item upload records passed to Order Management System from your retail master system. |
|
|
Enter values in these fields when you create or modify an item and you are using retail integration from an external system into Order Management System:
optionally (also, optional overrides for SKUs):
You can create the **DFLT ITEM Item/SKU to update blank fields in the item upload records with the values from the corresponding fields in the **DFLT ITEM. See **DFLT ITEM Item/SKU for setup instructions. Changing item/SKU valuesYou can create the **DFTCHG Item/SKU to determine when the system updates the fields for an existing item/SKU with the values defined for a change item upload record.
|
|
| You can schedule the periodic functions, including the UPRITEM Upload Retail Item File (Program name PFR0134,ParameterRIIUPP), the RI Item Upload Translation Program, and RI Item Upload Edit Program to run the Item Upload Process periodically. See Scheduling Jobs for background. |
Creating Default and Change Item/SKU Upload Values: **DFLT ITEM and **DFTCHG
You can create the following items in Order Management System for the system to consider when uploading RI item upload records for record type 01 (item/SKU information).
- **DFLT ITEM: create this item in Order Management System to define the values to default to add or change item upload records; see **DFLT ITEM Item/SKU.
- **DFTCHG: create this item in Order Management System to determine when the system updates an existing item/SKU with the values defined in a change item upload record; see **DFTCHG Item/SKU.
Note:
You are not required to create the **DFLT ITEM item or **DFTCHG item, however it is recommended.RMFCS integration: The item import from Oracle Retail Merchandising Foundation Cloud Service (RMFCS) also creates records in the RI Item Upload table and uses the **DFLT ITEM Item/SKU and **DFTCHG Item/SKU. See Oracle Retail Merchandising Foundation Cloud Service (RMFCS) and Oracle Retail Pricing Cloud Service (RPCS) Integration for more information.
**DFLT ITEM Item/SKU
You can create an item in Order Management System to define the values to default to add or change item upload records. This is helpful if there are certain values that are always the same for each item; instead of entering the value for each item upload record, you can have the value default. For example, if the buyer code for each item is always BTM, you can enter BTM as a default value to default to each of your item upload records.
The system defaults a value to the item upload record only if the current value for the item upload record is blank; if the field in the item upload record is not blank, the system does not default a value.
Example: If you enter A01 in the Location field for **DFLT ITEM, the system defaults location A01 when you upload an add or change item upload record and the Location field for the item upload record is blank. If the Location field for the item upload record is not blank, the system does not use the value in **DFLT ITEM.
Note:
The system defaults values to add or change item upload records only for record type 01 (item/SKU information). You cannot default values for any other record type, such as item/offer or vendor item.Many fields are unique to an item/SKU; nevertheless, when you pass item upload records, every blank field in the item upload record defaults a value from the **DFLT ITEM (if you’ve defined one) except these fields:
- Allow SKUs
- Item Description
- SKU Description
Instructions: Use the following steps to create the **DFLT ITEM item and SKU.
- Create the SKU element NA for SKU Element 1 in the Work with SKU Element 1 (WSK1) menu option. Important: You need to create the SKU element NA if you wish to default information at the SKU level.
- Create the item **DFLT ITEM in the Work with Items/SKUs
(MITM) menu option. See Performing Initial Item Entry (MITM). When creating
this item:
-
Select the SKUs (Stock keeping unit) field to indicate the item contains SKUs.
-
Populate the fields that you want to establish as company-wide item default values for any blank fields that you pass for an 01 item/SKU record type. Note: If you define a default SKU group, the system uses this value for SKUed items only since this field does not apply to non-SKUed items.
-
Advance to the Create SKU 1 of 2 (With Overrides) Screen and enter NA in the first SKU element field.
-
Populate the fields that you want to set up as SKU default values for any blank fields that you pass for an 01 item/SKU record type.
-
When you are finished entering the SKU default values, select OK to start using these item and SKU default values for item uploads.
-
When does the system use the **DFLT ITEM value? This table explains when the system updates the value defined for the existing item/SKU, based on the value defined for the existing item, **DFLT ITEM, and item upload record.
Note:
This table assumes the Retail Integration (External System into Order Management System) Overview and Setup does not exist; see Updating an Existing Item/SKU Value using Both **DFLT ITEM and **DFTCHG to review a table that explains how the system updates the value defined for an existing item/SKU, based on the value defined for the existing item, **DFLT ITEM, **DFTCHG, and the upload record.Results based on the setting of the Buyer field are indicated below.
| Existing item/SKU | **DFLT ITEM | Upload record | Results |
|---|---|---|---|
|
new item |
blank |
blank |
The system updates the Buyer field for the new item/SKU to blank. |
|
new item |
AAA |
blank |
The system updates the Buyer field for the new item/SKU to AAA. |
|
new item |
blank |
AAA |
The system updates the Buyer field for the new item/SKU to AAA. |
|
new item |
AAA |
BBB |
The system updates the Buyer field for the new item/SKU to BBB. |
|
AAA |
blank |
blank |
The system updates the Buyer field for the existing item/SKU to blank. |
|
blank |
AAA |
blank |
The system updates the Buyer field for the existing item/SKU to AAA. |
|
blank |
blank |
AAA |
The system updates the Buyer field for the existing item/SKU to AAA. |
|
AAA |
BBB |
blank |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
AAA |
blank |
BBB |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
blank |
AAA |
BBB |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
AAA |
BBB |
CCC |
The system updates the Buyer field for the existing item/SKU to CCC. |
**DFTCHG Item/SKU
You can create an item in Order Management System to determine when the system updates an existing item/SKU with the values defined in a change item upload record. This is helpful if you only want to enter values in the change item upload record for the fields you wish to change, not the fields you wish to keep the same. For example, if you wish to only change the buyer code for an existing item, you can upload an item upload record with a value in the Buyer field and all other optional fields blank; if a value is defined for the **DFTCHG item, the system knows that you do not want to update the other fields for the existing item/SKU to blank, but rather, keep the existing values. However, if the **DFTCHG item does not exist or a value is not defined for the **DFTCHG item, the system updates the other fields for the existing item/SKU to blank.
Example: If you enter A01 in the Location field for **DFTCHG, the system does not update the Location field for an existing item/SKU when you upload a change item upload record; if you do not enter a value in the Location field for **DFTCHG, the system updates the Location field for an existing item/SKU when you upload a change item upload record.
Note:
The system uses the **DFTCHG item only for record type 01 (item/SKU information) upload records in change mode. The system does not use **DFTCHG for any other record type, such as item/offer or vendor item, and does not use **DFTCHG for add mode or delete mode.Instructions: Use the following steps to create the **DFTCHG item and SKU.
- Create the SKU element *DFT for SKU Element 1 in the Work with SKU Element 1 (WSK1) menu option. Important: You need to create the SKU element *DFT if you wish to determine change information at the SKU level.
- Create the item **DFTCHG in the Work with Items/SKUs (MITM)
menu option. See Performing Initial Item Entry (MITM). When creating
this item:
-
Select the SKUs (Stock keeping unit) field to indicate the item contains SKUs
-
Populate the fields that you want to establish as company-wide item values that you do not wish to change for existing item/SKUs when you upload a change item/SKU upload record. Note: The values you enter in the fields are meaningless; the value only indicates that you do not wish this field to update for an existing item.
-
Advance to the Create SKU 1 of 2 (With Overrides) Screen and enter *DFT in the first SKU element field.
-
Populate the fields that you want to set up as SKU values that you do not wish to change for existing item/SKUs. Note: The values you enter in the fields are meaningless; the value only indicates that you do not wish this field to update for an existing SKU.
-
When you are finished entering the SKU default values, select OK to start using these item and SKU values for item uploads.
-
Required fields: Certain fields are required when you create the **DFTCHG item and *DFT SKU (for example, the Warehouse field). In order to update these fields based on information passed for a record in the RI Item Upload table for record type 01 (item/SKU information) in change mode, you must manually update these fields to blank in the Order Management System database. Note: If you manually clear a required field for the **DFTCHG item or *DFT SKU in the database, you can no longer change the item and SKU using the Work with Items/SKUs (MITM) menu option. If you try to change the item or SKU in Work with Items/SKUs (MITM), the system will require an entry in each required field.
Check box fields: Certain fields defined for an item (such as the Drop ship flag) and defined for a SKU (such as the Suppress backorder card flag) display as check boxes in the Work with Items/SKUs (MITM) menu option.
- If you select a check box field, the system updates the record in the database to Y and considers the field populated with a value.
- If you leave a checkbox field unselected, the system updates the record in the database to N and also considers the field populated with a value.
Because a check box field is always populated in the database with a Y or N, the system will never update this field based on information passed in the RI Item Upload table for record type 01 (item/SKU information) upload records in change mode. In order for the system to consider the field unpopulated (blank), and allow you to update the field based on information passed in the RI Item Upload table, you must manually update the check box fields for the **DFTCHG item in the Item table and manually update the check box fields for the *DFT SKU in the SKU table so that the field does not contain a Y or an N.
Note:
If you manually update the check box fields for the **DFTCHG item and *DFT SKU in the database, you can no longer change the item and SKU using the Work with Items/SKUs (MITM) menu option. If you try to change the item or SKU in Work with Items/SKUs (MITM), the system will update the check box fields that you set to blank in the database to N (unselected).When does the system use the **DFTCHG value? This table explains when the system updates the value defined for the existing item/SKU, based on the buyer field value defined for the existing item, **DFTCHG, and item upload record.
Note:
This table assumes the **DFLT ITEM Item/SKU does not exist; see Updating an Existing Item/SKU Value using Both **DFLT ITEM and **DFTCHG to review a table that explains how the system updates the value defined for an existing item/SKU, based on the value defined for the existing item, **DFLT ITEM, **DFTCHG, and the upload record.| Existing item/SKU | **DFTCHG | Upload record | Results |
|---|---|---|---|
|
AAA |
blank |
blank |
The system updates the Buyer field for the existing item/SKU to blank. |
|
blank |
AAA |
blank |
The system does not update the Buyer field for the existing item/SKU; the field remains blank. |
|
blank |
blank |
AAA |
The system updates the Buyer field for the existing item/SKU to AAA. |
|
AAA |
BBB |
blank |
The system does not update the Buyer field for the existing item/SKU; the field remains AAA. |
|
AAA |
blank |
BBB |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
blank |
AAA |
BBB |
The system does not update the Buyer field for the existing item/SKU; the field remains blank. |
|
AAA |
BBB |
CCC |
The system does not update the Buyer field for the existing item/SKU; the field remains AAA. |
Updating an Existing Item/SKU Value using Both **DFLT ITEM and **DFTCHG
If you have both the **DFLT ITEM Item/SKU and **DFTCHG Item/SKU set up, the system uses the following hierarchy when uploading a change item upload record:
- Is the field in the item upload record blank? If yes, the system defaults the value defined in the **DFLT ITEM Item/SKU.
- Does a value exist for the field in the **DFTCHG Item/SKU?
-
If yes, the system should not update the exiting item/SKU with the uploaded value, regardless if the value defaulted from **DFLT ITEM.
-
If no, the system should update the existing item/SKU with the uploaded value, regardless if the uploaded value is blank or defaulted from **DFLT ITEM.
-
This table explains when the system updates the value defined for the existing item/SKU, based on the value defined for the existing item, **DFLT ITEM, **DFTCHG, and item upload record, based on the Buyer field value.
| Existing item/SKU | **DFLT ITEM | **DFTCHG | Upload record | Results |
|---|---|---|---|---|
|
AAA |
blank |
blank |
blank |
The system updates the Buyer field for the existing item/SKU to blank. |
|
blank |
AAA |
blank |
blank |
The system updates the Buyer field for the existing item/SKU to AAA. |
|
blank |
blank |
AAA |
blank |
The system does not update the Buyer field for the existing item/SKU; the field remains blank. |
|
blank |
blank |
blank |
AAA |
The system updates the Buyer field for the existing item/SKU to AAA. |
|
AAA |
BBB |
blank |
blank |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
AAA |
blank |
BBB |
blank |
The system does not update the Buyer field for the existing item/SKU; the field remains AAA. |
|
AAA |
blank |
blank |
BBB |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
blank |
blank |
AAA |
BBB |
The system does not update the Buyer field for the existing item/SKU; the field remains blank. |
|
blank |
AAA |
BBB |
blank |
The system does not update the Buyer field for the existing item/SKU; the field remains blank. |
|
blank |
AAA |
blank |
BBB |
The system updates the Buyer field for the existing item/SKU to BBB. |
|
AAA |
BBB |
CCC |
blank |
The system does not update the Buyer field for the existing item/SKU; the field remains AAA. |
|
AAA |
BBB |
blank |
CCC |
The system updates the Buyer field for the existing item/SKU to CCC. |
|
AAA |
blank |
BBB |
CCC |
The system does not update the Buyer field for the existing item/SKU; the field remains AAA. |
|
blank |
AAA |
BBB |
CCC |
The system does not update the Buyer field for the existing item/SKU; the field remains blank. |
|
AAA |
BBB |
CCC |
DDD |
The system does not update the Buyer field for the existing item/SKU; the field remains AAA. |
Performing Initial Item Entry (MITM)
Items are units of inventory that are defined to the system by item codes. The item code consists of the code itself and, optionally, a SKU, which allows you to define the item further by characteristics such as color, size, etc.
You can use the Work with Items/SKUs function not only to work with the item and/or SKU, but also supporting information such as item codes, offer and warehouse, and item keywords. See Working with Existing Items (MITM) for an overview.
Copying items: Copying items allows you to:
- Copy item information from one item to a new item in the same company using the Copy Item Window.
- Add, change or delete item information, for an item with the same item number as the copied item, in one or more shared companies using the Copy Item to Company Window.
See Copying Items for an overview.
In this topic:
- Select Items Screen
- Creating Items Screen Flow
- Creating Non-SKU’ed Items Screen Flow
- Creating SKU'ed Items Screen Flow
- Create Item Screen
- Create Item (Base Information) Screen
- Create Item Offer Screen
- Create SKU 1 of 2 (With Overrides) Screen
- Create SKU 2 of 2 (With Overrides) Screen
- Create SKU Offer Screen
Select Items Screen
Purpose: Use this screen to select an item to work with or review. You can also select an item directly by entering a valid item code in the Item field.
How to display this screen: Enter MITM in the Fast path field at the top of any menu or select Work with Items/SKUs from a menu.
| Field | Description |
|---|---|
|
Item |
Your item code. Enter a valid item code to advance to the Change Item screen for that item. If you enter a partial item code, you advance to the Work with Items Screen. Alphanumeric, 12 positions; optional. |
|
Clr Size Wdth |
The SKU elements. You can enter any portion of the item's elements along with the item code. If you enter just a SKU element (e.g., blue), the system displays every item in the table, not just blue items. Alphanumeric, three 4-position fields; optional. |
|
Description |
The description of the item. Note: You can search for an item based on a partial description, even if the item description exceeds the length of the field displayed on the screen, and your search entry is toward the end of the description. For example, if the item description is CHICKEN RECIPE WEIGHT MANAGEMENT DRY FOOD FOR ADULT AND SENIOR INDOOR CATS, you can still search by entering CATS, even if that word is not displayed.Alphanumeric, 120 positions; optional. |
|
Department |
The long SKU Department to which the item belongs. Numeric, 4 positions; optional. |
|
Buyer |
A Buyer is a person who is authorized to make purchases for your company. Alphanumeric, 3 positions; optional. |
|
Class |
An item Item Class code is a grouping of similar items. Alphanumeric, 3 positions; optional. |
|
Vendor (Vendor number) |
A Vendor defines the supplier of an item. Numeric, 7 positions; optional. |
|
Reference # |
Represents the retail reference or alternate product number. You can use this value to cross-reference an item/SKU to an external system. If you enter a valid reference number for a non-SKU’ed item, you advance to the Change Item screen for that item. If you enter a valid reference number for an item that contains SKUs, you advance to the Change SKU with Overrides screen. If more than one item or SKU is associated with the reference number you entered, you advance to the Select SKU for Reference Number pop-up window, where you can select the item or SKU you wish to work with. The retail reference number is set to the same value as the item code when you create items through Importing Enterprise Foundation Data through Omnichannel Cloud Data Service (OCDS), and the number should not be changed. This number is also used for the Integration with the Sales Audit Module of the Oracle Retail Merchandising Foundation Cloud Service. Numeric, 15 positions; optional. |
| Screen Option | Procedure |
|---|---|
|
Create an item |
Select Create to advance to the Create Item Screen. |
|
Advance to a menu option related to item maintenance |
Select Supporting Files to advance to the Item Support File Maintenance window. Options at this window are:
|
Creating Items Screen Flow
Purpose: Select Create at the Select Items Screen or the Work with Items Screen to add an item.
The screen flow varies, depending on whether you are creating a non-SKU’ed item or SKU’ed item.
Additionally, the Item Creation Values (J08) umbrella system control value includes values that control the screen flow when you are creating an item.
Creating Non-SKU’ed Items Screen Flow
Deselect the SKUs field on the Create Item Screen to create a non-SKU’ed item. The system automatically advances you through the following screens to create a non-SKU’ed item.
- Create Item Screen
- Create Item (Base Information) Screen
- Create Vendor Item Screen (only if the Auto Advance to Vendor Item Create (E78) system control value is selected)
- First Work with Keywords for Item Screen (only if the Create Keywords at Item Entry (F78) system control value is selected)
- Create Item Offer Screen (only if the Auto Advance to Item Offer (J05) system control value is selected)
Once you have completed creating the item, the system returns you to the Create Item Screen where you can create another item.
Non-SKU’ed item screen flow:
Creating SKU'ed Items Screen Flow
Select the SKUs field on the Create Item Screen to create a SKU’ed item. The system automatically advances you through the following screens to create a SKU’ed item.
| # | Step |
|---|---|
|
1. |
|
|
2. |
First Work with Keywords for Item Screen (only if the Create Keywords at Item Entry (F78) system control value is selected) |
|
3. |
Create Item Offer Screen (only if the Auto Advance to Item Offer (J05) system control value is selected) |
|
4. |
Depending on whether you are using the SKU Generator:
|
|
6. |
Depending on whether you are using the SKU Generator:
|
|
7. |
Depending on whether you are using the SKU Generator:
|
Once you have completed creating the item and SKU, you return to the:
- Create SKU 1 of 2 (With Overrides) Screen if you are not using the SKU Generator, where you can create another SKU.
- Create Item Screen if you are using the SKU Generator, where you can create another item.
SKU’ed item screen flow:
Create Item Screen
How to display this screen: Select Create at the Select Items Screen or the Work with Items Screen.
| Field | Description |
|---|---|
|
Item |
A user-defined code that represents a unit of inventory. The system assigns an item number if the Auto assign item # system control value is selected; however, you can override this value. Alphanumeric, 12 positions; required. |
|
Description |
A user-defined description of the item.
Alphanumeric, 120 positions; required. |
|
Second language description |
Not currently implemented. Alphanumeric, 40 positions; optional. |
|
SKUs (Stock keeping unit) |
Indicates whether the item is available in various styles, such as color, size, etc. Valid values are:
See Creating Items Screen Flow for information on how this setting controls screen flow when you are creating an item. |
|
SKU group (Stock keeping unit group) |
A code that represents a group of common characteristics of a SKU item. You can use SKU groups to facilitate data entry when you use the SKU Generator; see Using the SKU Generator (ESKG). The following are examples of SKU groups:
If you assign a SKU group to an item, it defaults when you use the SKU generator and is display-only. You can also specify a SKU group when you are using the SKU generator. SKU Group codes are defined in the SKU Group table; see Working with SKU Groups (WISG). Numeric, 3 positions; optional. |
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Deflt cost (Default cost) |
The standard cost of the item. Unlike the Cost field on the second Create/Change/Display Item or SKU (with Overrides) screens, this field is not updated by the system through landed cost updating. Note: The Display Cost in Inventory (A38) secured feature controls the display of this field at the Change Item screen and Display Item screen.Numeric, 13 positions with a 4-place decimal; optional. |
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Vendor |
A user-defined code that represents the vendor or supplier of an item. Validated against the Vendor table. Used to:
Vendor codes are defined in and validated against the Vendor table; see Working with Vendors (WVEN). Numeric, 7 positions; optional. |
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Buyer |
A user-defined code that represents a person who is authorized to make purchases for your company. Used primarily for reporting purposes, and does not default on purchase orders. Buyer codes are defined in and validated against the Buyer table; see Working with Buyers (WBUY). Alphanumeric, 3 positions; optional. |
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Drop ship |
Indicates whether you ship the item from your warehouse, or have your vendor ship it to the customer directly. Valid values are:
If you select this flag and try to create a set item (Kit type of S), an error message indicates: Item drop ship and kit type fields are mutually exclusive. Kit type can not be equal to "S" for a drop ship item. Drop ship items are not eligible for zone reservation. If you select this flag and try to assign a Zone reservation code to an item, an error message indicates: SKU not eligible for zone reservation code. You identify a drop ship item at the item level, even if the item is SKU’ed. Note: For drop ship items, the system tries to reserve the total amount of the customer order from inventory; however, if it can't reserve the entire amount, it generates drop ship pick slips or POs when you run drop ship processing. See Processing Drop Ship Orders by Batch (MDSB). |
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Mfg vendor (Manufacturing vendor) |
The vendor who manufactured the item. Used primarily for informational and query purposes. Numeric, 7 positions; optional. |
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Exclude FPO (Exclude flexible payment option) |
Determines whether this item is excluded from deferred and installment payment plans. Valid values are:
Order is not eligible for deferred/installment billing plan.
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Membership |
Indicates that the item represents a membership program, which you can use to generate periodic orders to a customer. Valid values are:
When you add a membership item in order entry, the system displays a pop-up window for you to select the membership program in which to enroll the customer. Simplify creating a membership: You can use the same code for the item number and the membership ID. When you enter this item code in order entry, it defaults to the membership program field in the pop-up window. Note: If you process orders through the web storefront, the membership item and program ID must be the same.If the membership includes a discount: You should deselect the Discountable field for the membership item, or the price of the membership itself will be discounted. You should select the Non/inv flag for a membership item. |
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L/S dept (Long SKU department) |
A code used to group items into departments for reporting purposes. Long SKU departments are defined in and validated against the Long SKU Department table; see Working with Long SKU Departments (WLSD). Required if the Use Retail Integration (H26) system control value or Require L/S Department (I92) system control value is selected. When you upload items into Order Management System, you can identify the item using a combination of long SKU department, long SKU class, long SKU style, long SKU vendor, long SKU color, long SKU size, and long SKU width; see Retail Integration (External System into Order Management System) Overview and Setup. Secured Feature: If you do not have authority under the Maintain Long SKU Values in MITM (B05) secured feature, you can not enter or change this value. Numeric, 4 positions; required if system control value is selected. |
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L/S class (Long SKU class) |
A code you can use to group items into classes for reporting purposes. Long SKU classes are defined in and validated against the Long SKU Class table; see Working with Long SKU Classes (WLSC). Required if the Use Retail Integration (H26) system control value or Require L/S Class (I93) system control value is selected. Retail Integration (external system to Order Management System)If the Use Retail Integration (H26) system control value is selected, long SKU classes are linked to long SKU departments and are called retail classes. Retail classes are department specific whereas regular long SKU classes are unique and remain constant across departments. For this reason, when the Use Retail Integration (H26) system control value is selected, you can only enter a retail class that is assigned to the long SKU department in this field. If you enter a long SKU class that is not linked to the long SKU department, the system does not let you proceed and displays an error message: L/S Class (xxxx) was not found in L/S Department (xx). Since retail classes are department specific, if you prompt in this field before entering a long SKU department, an error message indicates: L/S Department required to prompt on L/S Class. Retail classes are defined in and validated against the Retail Class table; see the Work with Retail Class Screen. Note: When the Use Retail Integration (H26) system control value is selected, the system populates and validates against the Retail Class table instead of the Long SKU Class table; therefore, you cannot access Working with Long SKU Classes (WLSC).If you do not have authority under the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Numeric, 4 positions; required if system control value is selected. |
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Class |
A user-defined code that identifies a group of items. Item class codes are used to
Validated against the Item Class table; see Working with Item Classes (WICL). An item class is required if the Require Item Class in Work with Items (F06) system control value is selected. An error message indicates that you left this field blank: Item class required. Alphanumeric, 3 positions; required if the Require Item Class in Work with Items system control value is selected. |
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Unit/measure |
A standard by which an item is sold. Typical units of measure include:
Validated against the Unit of Measure table (see Working with Units of Measure (WUOM)) and defaults from the Default Item Unit of Measure (B33) system control value, if a value is specified. Alphanumeric, 3 positions; required. |
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Kit type |
Defines the type of kit or set functionality represented by this item. Valid values:
Kit items are not eligible for zone reservation. If you enter a value here and try to assign a Zone reservation code to an item, the system displays an error message: SKU not eligible for zone reservation code. See Working with Sets. Optional. |
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Status |
A code that represents an item's status, such as obsolete, discontinued, etc. This information is used for inventory reporting purposes; also, items that are assigned the Item Status for Suppressing Item During Item Selection (L21) at the item level are not listed at the Item Selection screen. See Working with Item Status (WIST) for background. Alphanumeric, 1 position; optional. |
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Ship wgt. (Shipping weight) |
The actual shipping weight of the item. The system can use this value to calculate carton weights and determine shipping charges if you:
Also, the system uses the shipping weight defined for the item to create item weight records in the Download Extended Manifest table (FLMNDE) when you use a PC Manifest to confirm shipments. Numeric, 7 positions with a 3-place decimal; optional. |
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Sell wgt. (Selling weight) |
Used to calculate the freight charge on an item when the Freight method on the order is set to By Item or Flat Rt/Item. Numeric, 7 positions with a 3-place decimal; optional. |
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Ship alone |
Indicates how to ship this item. Valid values are:
Optional. |
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Height |
The height measurement for an item. The Height, Length, and Width values determine the cubic volume of an item. Can be entered in feet or centimeters, or any other measurement as long as it is consistent. Used in Suggest Location Placement (MSLO) when evaluating whether an item can be stored in a particular location. Numeric, 3 positions; optional. |
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Length |
The length measurement for an item. The Height, Length, and Width values determine the cubic volume of an item. Can be entered in feet or centimeters, or any other measurement as long as it is consistent. Used in Suggest Location Placement (MSLO) when evaluating whether an item can be stored in a particular location. Numeric, 3 positions; optional. |
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Width |
The width measurement for an item. The Height, Length, and Width values determine the cubic volume of an item. Can be entered in feet or centimeters, or any other measurement as long as it is consistent. Used in Suggest Location Placement (MSLO) when evaluating whether an item can be stored in a particular location. Numeric, 3 positions; optional. |
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Cube factor |
The cubic volume of the item. Controls the number of units of this item that can fit into a carton. The system will compare the cube factor against the Cube field value from the System Control table, which defines a default box size. See Setting Up Fulfillment Values. Example: If the Cube field value in the System Control table is 100 and the Cube Factor for an item is 25, then 4 of this item can fit into one box. Note: The Cube Factor is used to determine the number of pick slips generated.Numeric, 3 positions; optional. |
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Sell qty (Sell quantity) |
The selling quantity defines the required order quantity (or multiple of) for this item. For example, an item may be stocked in single units, but must be sold in quantities of 6 (or 12, or 18, etc.). If an uneven amount is ordered during Order Entry, the system displays a message and forces the operator to enter a quantity which is a multiple of this number. Numeric, 5 positions; optional. |
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Discountable |
Determines whether certain discounts can be applied to the item. If this field is unselected, an item is not eligible for the discount percent at Order Entry or the discount percent defined for the source code or sold to customer’s customer price group; however, the item is eligible for all other discounts.
Non-discountable items are not included in the merchandise total for the purposes of evaluating whether the order qualifies for a promotional discount (set up through Working with Promotions (WPRO)) or dollar discount (set up through the Work with Offer Dollar Discounts Screen or the Work with Source Dollar Discounts Screen) if the discount requires an order minimum. |
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Non/inv (Non inventory) |
Indicates whether inventory levels are maintained for the item. If selected, you can order this item, but the system never checks availability when reserving the item or generating a pick slip. However, non-inventory items sell out when flagged with a S/O control (Soldout control) code. You must select this flag for a subscription item (Subscription = selected); these items will be express billed. Pick slip preparation: The system:
Printing pick slips: The item will still be included on a pick slip, as long as the ship via on the order is not an express bill. If you specify a location for a non-inventory item, this location appears on the pick slip; however, the location is not included in the normal sort sequence.
Non-inventory items are not eligible for zone reservation. If you select this flag and try to assign a Zone reservation code to an item, the system displays the following error message: SKU not eligible for zone reservation code. |
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Oversize |
Determines whether this item is considered an oversized item. Oversized items do not receive their own pick slip unless ship alone is indicated. This information is passed to TanData.
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Hazard code |
A user-defined code used to categorize an item as a hazardous material that requires special storage and/or handling. Validated against the Item Hazard table; see Working with Hazardous Item Codes (WHAZ). This information is passed to TanData. Alphanumeric, 2 positions; optional. |
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Loc class (Location class) |
A code that represents a location type, such as caged area, etc. Both items and locations may be assigned location classes. Items can only be stored in locations that have the same location class. Only items with the same location class will appear on the same pick slip. Validated against the location class table; see Creating and Maintaining Location Classes (WLCL). If the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected, the system validates the location class defined for the item against the location class defined for the location during inventory transaction processing. Alphanumeric, 2 positions; optional. |
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Pieces/case (Pieces per case) |
The number of units that fit in a case. Used when suggesting location placement. Numeric, 5 positions; optional. |
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L/S style (Long SKU style) |
A user-defined field that you can use for tracking and queries. Long SKU style can also be defined in the SKU table but is not validated. Required if the Use Retail Integration (H26) system control value is selected. The system requires a unique long SKU style code if the Require L/S Style (I94) system control value is selected. When you upload items into Order Management System, you can identify the item using a combination of long SKU department, long SKU class, long SKU style, long SKU vendor, long SKU color, long SKU size, and long SKU width; see Retail Integration (External System into Order Management System) Overview and Setup. Secured FeatureIf you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you can not enter or change this value. Alphanumeric, 20 positions; required if system control value is selected. |
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L/S vendor (Long SKU vendor) |
A user-defined field that you can use for tracking and queries. Long SKU vendors are defined in the SKU table but are not validated. Secured FeatureIf you do not have authority under the Maintain Long SKU Values in MITM (B05) secured feature, you can not enter or change this value. Alphanumeric, 7 positions; optional. |
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Season |
Defines the season associated with this item, such as spring. Season codes are defined in and validated against the Season table; see Working with Season Codes (WSEA). Alphanumeric, 3 positions; optional. |
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Royalty |
This flag indicates whether sales of the item require royalty payments to an author or owner, and is used for query and reporting purposes only. Valid values are:
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Entity |
A business unit within your company that is held accountable for sales performance; for example, mail order, retail, or e-commerce. If the system control value Require Entity in Item File (G44) is selected, you must enter an entity code for each item you set up; entity codes for items and SKUs are defined at the item level. Informational only. An order is associated with an entity through the source code on the order header; for the purposes of accounting, tracking order history, determining vendor response codes, and overriding system control values at the entity level, this source code entity will override any entity assigned to an item on the order. See Setting Up Order Entry Values, and Setting Up Customer Service Values, for information on the system control values that determine how you use entity for these purposes. Entities are defined in an validated against the Entity table. See Working with Entities (WENT). Alphanumeric, 3 positions; required if the Require Entity in Item Table system control value is selected. |
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Ship via |
A code that represents the shipper that must be used when shipping this item. When a customer orders the item, the system assigns this ship via code, but you or the system can override the ship via. You can set up an additional shipping charge for the item delivered by this ship via using the Create Ship Via/Item Screen for the ship via. See Working with Ship Via Codes (WVIA). Item Ship Via OverrideIf item ship via overrides exist for the item, the ship via you define must exist in the Item Ship Via Override table or an error message indicates: Invalid ship via for item. Additionally, if you prompt on the Ship via field, the system displays the Work with Item Ship Via Overrides screen containing only those ship vias eligible to ship the item. When a customer orders the item, the system assigns this ship via code, but you or the system can override the ship via to another eligible ship via, based on records in the Item Ship Via Override table. If item ship via overrides do not exist for the item, you can define any valid ship via code in this field. See Working with Item Ship Via Overrides for more information on defining eligible shippers for an item. Alphanumeric, 3 positions; optional. |
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L/S Subclass |
A user-defined field that you can use for tracking and queries. Long SKU subclass can also be defined in the SKU table but is not validated. Displayed and required only if the Use Retail Integration (H26) system control value is selected. Secured FeatureIf you do not have authority under the Maintain Long SKU Values in MITM (B05) secured feature, you can not enter or change this value. Numeric, 4 positions; required. |
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Carton |
The type of carton in which this item must be shipped. If present, the carton ID is passed to TanData when confirming the item for shipment. This information is used to calculate best way shipping, which determines the lowest price to ship the carton. Numeric, 2 positions; optional. |
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Avail thrshld (Item-level availability threshold) |
Indicates when to trigger an automatic download of item availability information through the generic inventory API. The system creates a trigger record for an item when its available quantity breeches the threshold, and an integration layer process generates the Inventory Download XML Message (CWInventoryDownload) message to send inventory information to an external system. See Generic Inventory Download API for an overview of message generation rules and processing. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Availability threshold hierarchy: If you leave this field blank, the system checks the Availability threshold (item class-level); if there is no item class-level setting, the system checks the Quantity Available Threshold for Inventory Downloads (G36) system control value. See this system control value for a complete description of how the availability threshold hierarchy works. Numeric, 5 positions; optional. |
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Rtl style (Retail Style #) |
A user-defined code used to identify the item. Retail Integration (external system to Order Management System)When you upload item information into Order Management System, you can identify the item using the retail style number; see Working with Retail Integration Item Upload (RIIU). Alphanumeric, 20 positions; optional. |
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OROB eligible |
Indicates whether to include this item when:
Valid values: Selected (default) = Include this item when you use a stored procedure to send item and inventory information to Order Broker; also, the item is eligible to be sent to the Order Broker on brokered backorders or ship-for-pickup orders. Unselected = Do not include this item when you use the stored procedure to send item and inventory information to Order Broker; also, the item is not eligible to be sent to the Order Broker on brokered backorders or ship-for-pickup orders. Note: When you upload items into Order Management System, this flag is selected by default; see Working with Retail Integration Item Upload (RIIU). Also, when you copy an item from one company to another, the flag is selected in the destination company. |
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SVC type |
A code that indicates the item is a stored value card, and whether the stored value card is a physical or virtual card.
See Creating a Stored Value Card Item for more information on setting up a stored value card item. Optional. |
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Voucher Type |
Indicates the usage for a stored value card. Valid values are:
You can select a voucher type only when the item is assigned an SVC Type. Pass hidden tax for CWInvoiceOut message? This field is used to determine whether to calculate hidden tax and pass it in the Invoice Download XML Message (CWInvoiceOut) for redemptions or credits against a single-use voucher that was created and sold in Order Management System on an order subject to VAT. See the ipm_spv_hidden_tax_amt field in the Invoice Download XML Message (CWInvoiceOut) help topic for more information. Note: This field is not updated through integrations such as the retail integration item upload or the import from Omnichannel Cloud Data Service (OCDS), or passed in web service messages such as the item download XML message (CWItemOut). |
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User fields |
There are 4 user-definable fields. You can define these fields according to your organization's specific requirements. The system defaults the Vendor user field 3 in Working with Vendors (WVEN) to the Item user field 3 field when you create or change an item and the program name INR1156 has been defined in the User function field for the CHGITEM and ADDITMSKU user exit points. Alphanumeric, 10 positions (each field); optional. |
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External info |
Indicates if the item is eligible for item retrieval from an external system.
Selecting this flag allows you to search for a product in an external system based on the item number entered in Order Management System. For example, the item number in Order Management System may represent a high-level item category, such as “front wheel bearing.” When you enter the item in Order Management System, the system calls the external system so that you can select the specific front wheel bearing that fits the year, make, and model of the car for which the customer is requesting the part. Once the specific product number is selected within the external system, the system returns the product number to Order Management System. If the product number matches an item number in Order Management System, the system adds the item to the order or positions you to the item number in item availability or inventory inquiry. |
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Last chg date (Last change date) |
The date the item, SKU of this item, or vendor item was last created or changed. Note: Included on the Display Item and Change Item screens only.Numeric, 6 positions (HHMMSS format); display-only. |
Completing this screen: If you are creating a SKU'ed item, you advance to the Create Item Offer Screen. If you are creating a non-SKU'ed item, you advance to the Create Item (Base Information) Screen.
Create Item (Base Information) Screen
Purpose: Use this screen to create SKU level information for a non-SKU’ed item.
How to display this screen: Complete the Create Item Screen with the SKUs field unselected.
| Field | Description |
|---|---|
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Sort sequence number |
The sequence number used to determine the order in which SKUs sort. You can use the sort sequence to display SKUs in a different order, such as by size, rather than alphanumerically by SKU code. See SKU Sort Sequence Numbers for an overview. Required if the Require Sort Sequence Number in the SKU File (F23) system control value is selected. Numeric, 5 positions; required if the Require Sort Sequence Number system control value is selected. |
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Cost |
The cost of the item. Note: The Display Cost in Inventory (A38) secured feature controls the display of this field at the Change Item (Base Information) and Display Item (Base Information) screens.The system does not calculate the cost automatically. However, you can update the standard cost with the landed cost (primary vendor item price + vendor additional charges) through:
Numeric, 13 positions with a 4-place decimal; optional. |
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Short SKU(Display screen only) |
A unique number that the system assigns to all items and SKUs. You can see this number only on display screens and not on any change or create screens. In Inventory Inquiry (DINI) see: Display SKU (Base Information) Screen (Non-SKU’ed Item) or Display SKU - 1 of 2 (With Overrides) Screen. In Work with Items (MITM) see: Display SKU (Base Information) screen or Display SKU screen. When passing item/SKU information in the e-commerce interface, the system uses the short SKU number instead of the alphanumeric value in the SKU field. See Downloading E-Commerce Offer Files (EOFR). Numeric, 7 positions; display-only. |
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Primary warehouse |
A code that represents the primary warehouse where you keep the item. The Default Warehouse (A04) from the System Control table defaults here, but you can override it. Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required. |
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Warehouse maximum |
The item's recommended maximum number of units for the warehouse from the previous field. Numeric, 7 positions; optional. |
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Warehouse minimum |
The item's recommended minimum number of units for the warehouse defined previously. Numeric, 7 positions; optional. |
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Primary location |
A code that represents the primary location in the warehouse where you stock the item; sometimes referred to as the “primary primary.” The location code you enter here will default in inventory transactions, purchase order receiving, etc. Location codes are defined in and validated against the Location table. See Creating and Maintaining Locations (WLOC). Typically, the location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For instance, the location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Note: When you assign a location code to a non-inventory item, the location code will print on the pick slip if you use one of the base pick slip printing programs; however, the non-inventory item will not be sorted correctly on the batch pull sheet.Alphanumeric, 7 positions; optional. |
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Location maximum |
The item's recommended maximum number of units to be stored in the primary pick location, from the previous field. Numeric, 7 positions; optional. |
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Location minimum |
The item's recommended minimum number of units to be stored in the primary pick location, from the Primary location field. Numeric, 7 positions; optional. |
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Zone reservation code |
A code assigned to weather-sensitive items such as plant stock to insure that the items will ship to different regions of the country within time windows suited to the regions. Items processed through the zone reservation program will not be reserved during order entry; instead they will be assigned a backorder status of Z (Zoned reservation), and will be reserved or backordered during pick generation, at an optimal time for shipping. Zone reservation processing requires:
Note: Items specified as Drop ship items are not eligible for zone reservation codes.See Shipping Zone Reservation Overview. Alphanumeric, 4 positions; optional. |
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Reserve qty (Reserve quantity limit) |
If the order quantity exceeds this amount, the system does not attempt to reserve the item when you enter the order, regardless of the setting of the Immediate Reservation (A64) system control value. You will need to use Working with Interactive Reservation (MIRV) to reserve the item on open orders. Order Broker: If you use the Order Broker Integration, the system submits the order line to the Order Broker for fulfillment even if the line exceeds the reserve quantity limit, provided the line is eligible based on the Rules for Submitting Backorders to Order Broker. Numeric, 7 positions; optional. |
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Coordinate group |
A code assigned to items to ensure that certain items ship together when ordered together. Items with the same coordinate group code will ship together through the same shipper. The coordinate group number assigned to an item will default when a customer orders the item. You may override this assignment. During pick slip preparation, the system does not create a pre-generated pick until all of the coordinate grouped items on the order are eligible for pick slip preparation. When you use Processing Auto Soldout Cancellations (MASO) to sellout an item, you have the option of placing all related coordinate grouped items on hold. Numeric, 3 positions; optional. |
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Item category |
A code assigned to the item to classify and group like items for use in the Item Relationships function. The Compatibility field should also be completed to fully use the Item Relationships function. Validated against the Item Category table; see Working with Item Category Codes (WITG). Numeric, 4 positions; optional. |
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Compatibility |
A user-defined code assigned to an item, You can enter this code in the Item Relationships function to review a list of other compatible items. For example, you might use a compatibility code to associate PC-compatible products. Alphanumeric, 3 positions; optional. |
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2nd compatblty (Second compatibility) |
A user-defined code assigned to the item. Alphanumeric, 3 positions; optional. |
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Suppress backorder card |
Indicates whether to produce a backorder card for the item. You might use this field to identify promotional items, free gifts, or catalogs, to prevent them from generating backorder cards or appearing on backorder lists. Valid values are:
If the Unconditional Suppression of Backorder Card (F19) system control value is selected suppressed items will never appear on a backorder card. If this system control value is unselected, suppressed items will appear only on the first backorder card for the order, and only if an unsuppressed item triggers the backorder card when you use Generate Backorder Notices (GBOC). |
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Active PO |
Indicates whether this is an active purchase order item for which you can accept orders before you expect to have inventory to fulfill. The OCDSFA and pre-order periodic functions, which are part of the Enterprise Order Integration (Future Receipts and Active PO/Pre-Order Processing), set this flag and handle updates and orders for active purchase order items that are fulfilled through the integration with Order Broker. Possible settings:
This flag is not displayed at item creation, and you cannot change its setting at a screen. Only the periodic functions mentioned above update this flag. Display-only. |
|
VAT exempt |
Controls whether the item is exempt from VAT or conventional tax. Has a different effect depending on how the Tax Included in Price (E70) system control value is set. If the Tax Included in Price (E70) system control value is selected
If the Tax Included in Price (E70) system control value is selected:
You can also define tax exemptions for an item in a particular U.S. state or Canadian province. See Working with GST Tax Exemption Status (MGTX). |
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Hidden tax amt (Hidden tax amount) |
The amount to include in the Hidden tax field for an item subject to VAT. On orders subject to VAT and tax-inclusive pricing, tax does not accumulate in the Tax bucket for the order; instead, you charge a tax-inclusive price for items, and the tax is "hidden" on the order detail line. You can define either a hidden tax amount or a percentage on this screen, but not both. If you do not define either, the item takes the VAT percentage defined for the customer's country. See How Hidden Tax is Calculated by Percentage for more information. Included only if the Tax Included in Price (E70) system control value is selected Numeric, 13 positions with a 2-place decimal; optional. |
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Hidden tax pct (Hidden tax percentage) |
The percentage to use when calculating hidden tax for an item subject to VAT. On orders subject to VAT and tax-inclusive pricing, tax does not accumulate in the Tax bucket for the order; instead, you charge a tax-inclusive price for items, and the tax is "hidden" on the order detail line. You can define either a hidden tax amount or a percentage on this screen, but not both. If you do not define either, the item takes the VAT percentage defined for the customer's country. See How Hidden Tax is Calculated by Percentage for more information. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 5 positions with a 2-place decimal; optional. |
|
Restrict |
Indicates whether this item can be ordered.
Note: If there were existing orders for this item before it became “restricted,” those orders are processed normally. |
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S/O control (Soldout control) |
A code that represents how you determine when an item is sold out. If you leave this field blank, the item will never sellout automatically in Order Entry. You define soldout control codes in the Soldout Control table with one of the three following statuses:
See Working with Soldout Controls (WSLD) and Soldout Calculation. You can define a Default Soldout Control Code (D72) to default automatically when you create items and SKUs; however, you can override this value. The system might also override the soldout control code when you use the Process Auto Soldouts function. If the Disregard Soldout Controls for Non-Allocatable Warehouses (J27) system control value is selected, the system disregards soldout control rules for items reserved against a non-allocatable warehouse. If the item cannot be reserved, the system backorders the item in the non-allocatable warehouse. See this system control value for more information. Alphanumeric, 2 positions; optional. |
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Subscription |
Indicates whether the item is a subscription, such as a newsletter. Valid values are:
If you identify an item as a subscription item,
|
|
Low price |
The lowest recommended sale price for the item; however, the item can be sold at a lower price. No message displays in Order Entry if you go below this price. Numeric, 13 positions with a 2-place decimal; optional. |
|
List price |
The system uses this price when you process item to item transfers (inventory transaction code = G). The list price of the source and target items must be identical, or the system will not allow you to process the transfer. If you are changing the quantity as part of the transfer, the system will confirm that the list price of the source item is the same as the list price of the target item based on the target item's quantity. For example, if the target item will constitute a set of three of the source item, the list price of the target item should be three times the list price of the source item. Numeric, 13 positions with a 2-place decimal; optional. |
|
Reference # (Reference number) |
Represents the retail reference or alternate product number. You can use this value to cross-reference an item/SKU to an external system, such as through the Generic Inventory Transaction Upload or the Generic Order Interface (Order API). For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). The retail reference number is set to the same value as the item code when you create items through Importing Enterprise Foundation Data through Omnichannel Cloud Data Service (OCDS), and the number should not be changed. This number is also used for the Integration with the Sales Audit Module of the Oracle Retail Merchandising Foundation Cloud Service. Numeric, 15 positions; optional. |
|
Orig retail $ |
The original price of the item at the retail store. Informational only. Numeric, 13 positions with a 2-place decimal. |
|
Projected returns |
The number of units you expect to receive in returns for the item. The system uses this quantity when determining whether to sell out an item in order entry or maintenance if the item has a soldout control status of 2 (include on-order quantity in soldout calculation). The system backorders the projected return total plus the on-order quantity on unreceived purchase orders before selling out the item. For example, if you had 0 units on-hand, 10 units on an open purchase order, and entered 10 in this field, the system would backorder the first 20 units you entered in order entry, and sell out any units ordered after that. Automatic field update: When a return is processed, the system automatically subtracts the number of units returned from the number you initially entered in the Projected returns field. The number in this field will never be less than 0, however. For example, if you initially entered 10 in the Projected returns field, and 11 units of this item are returned, the Projected returns field will show a value of 0 when the return is processed. Note: Updating this field does not affect any orders already entered.See Working with Soldout Controls (WSLD) for more information on working with soldout control codes and how they work with projected return quantities. Numeric, 7 positions; optional. |
|
Harmonize |
A code that prints on customs documents for international shipments. If you charge duty on international orders, you use this field to define the item's duty rate. The system compares this value with the duty rates defined for the country of the shipping address, and adds a duty charge to the order if it finds a match. See Setting Up the Country Table (WCTY) for more information on defining duty rates for a country. You can also update the harmonize codes for multiple items quickly through the Update Harmonize Codes function; see Updating Harmonize Codes (UPHC). Alphanumeric, 16 positions; optional. |
|
Return/vendor |
Indicates whether the item is eligible for return; informational only. Valid values are:
|
|
Country of origin |
A code representing the country where the SKU originated. Used by the World Pack interface to determine duty for shipments to certain countries. Country codes are defined in and validated against the Country table; see Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; optional. |
|
L/S color (Long SKU color) |
A code, typically used in a retail environment, that represents the color portion of the Long SKU code. Used for reporting purposes. Numeric, 5 positions; optional. |
|
L/S size (Long SKU size) |
A code, typically used in a retail environment, that represents the size portion of the Long SKU code. Used for reporting purposes. Numeric, 5 positions; optional. |
|
L/S width (Long SKU width) |
A code, typically used in a retail environment, that represents the width portion of the Long SKU code. Used for reporting purposes. Numeric, 5 positions; optional. |
|
User fields |
There are 5 user-definable fields. You can define these fields according to your organization's specific requirements. Alphanumeric, 10 positions (first 3 fields); 5 positions (last 2 fields); optional. |
Completing this screen: You advance to the Create Vendor Item Screen if the Auto Advance to Vendor Item Create (E78) system control value is selected; otherwise, you advance to the Create Item Offer Screen.
Create Item Offer Screen
Purpose: Use this screen to assign an offer to an item.
How to display this screen:
- You advance to this screen automatically when you create a SKU’d or non-SKU’d item if the Auto Advance to Item Offer (J05) system control value is selected; see Creating Items Screen Flow.
- Select Create at the Work with Item Offers Screen.
| Field | Description |
|---|---|
|
Offer (Offer code) |
The code for the offer (catalog) in which the item appears. Validated against the Offer table. See Working with Offers (WOFR). Alphanumeric, 3 positions; required. |
|
Effective date |
The date the price indicated becomes valid. This date should be on or later than the start date of the offer, and on or before the stop date of the offer. If you leave this field blank, the effective date of the offer defaults. Numeric, 6 positions (in user date format); optional. |
|
Sub page |
Informational only. You can use this field to call an external program that creates an item alias outside of Order Management System. The system provides a “hook” to the program when you defines a sub page code on this screen or the Create Item/SKU Offer screen in Creating Item/SKU Offers (MISO). Once the program completes, Order Management System returns to normal processing. Alphanumeric, 5 positions; optional. |
|
Price |
The price at which the item will be sold in this offer, if no discounts are applied, and the order date is on or after the effective date. You can establish multiple effective dates and prices for the same item/offer. If there are multiple effective dates and prices, the single-unit price with the latest date is displayed here, even if the date is in the future. Although you can enter a price in this field for a variable set item, the price is informational only; the system prices variable set items by the total price of the set’s components. See Entering Variable Set Information (WVST). Numeric, 13 positions with a 2-place decimal; required. |
|
Associate price |
The price at which the item will be sold in this offer to associate customers. Associate price is used when the Associate field on the order is selected (yes) and the order date is on or after the effective date. Numeric, 13 positions with a 2-place decimal; optional. |
|
Tax inclusive price |
The price at which the item will be sold in this offer on orders subject to VAT. In tax-inclusive pricing, a "hidden tax" is included in the order detail line for the item rather than accumulating in the Tax bucket. Included only if the Tax Included in Price (E70) system control value is selected. An error message indicates in order entry if an order is subject to VAT but no tax-inclusive price has been defined. Numeric, 13 positions with a 2-place decimal; optional. |
|
Tax incl assoc price (Tax-inclusive associate price) |
The price at which the item will be sold to associate customers on orders subject to VAT. In tax-inclusive pricing, a "hidden tax" is included in the order detail line for the item rather than accumulating in the Tax bucket. FIncluded only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
|
Special handling |
Indicates whether this item is eligible for any type of special handling in this offer (such as monogramming, hemming, etc.).
If this field is selected and there is a default special handling code defined (see below), OR if you specify special handling for an item in order entry, you advance to the Work with Special Handling Screen or the Work with Custom Special Handling Screen; however, if the special handling code’s:
See Special Handling Overview for more information. |
|
S/H price (Special handling price) |
The price to charge the customer for special handling. You can specify in the dEvaluate Special Handling Charges by Order Line (D67) system control value whether to add the price just once for each order line, or multiply the special handling price by the item quantity for the line. An error message similar to the following indicates that you defined a special handling price and the Special handling field is unselected: Special handling price not allowed when not eligible. If you specify a price here for a custom special handling code, it overrides any pricing defined for the custom special handling format; see Establishing Custom Special Handling Formats (WSHF). Numeric, 13 positions with a 2-place decimal; optional. |
|
S/H code (Special handling code) |
The additional charge code associated with the type of special handling you are offering for the item. The system validates that the additional charge code is defined as special handling type standard or custom; the system handles each type in a different way. See Special Handling Overview for more information. If you enter a special handling code here, you will advance to the Work with Special Handling Screen or Work with Custom Special Handling Screen automatically in order entry; however, if the special handling code’s:
See Special Handling Overview for more information. Alphanumeric, 2 positions; optional. |
|
Gift wrap |
Indicates whether gift wrapping is available for this item. If the Gift Wrap Default (F07) system control value is selected, this field defaults to selected, although you can override it; otherwise, this field defaults to unselected.
|
|
G/W price (Gift wrap price) |
The price in this offer for gift wrapping the item. The gift wrap field must be selected to indicate that this item is eligible for gift wrap. The gift wrap price will be charged for each unit of this item that is gift wrapped. Numeric, 13 positions with a 2-place decimal; optional. |
|
Freight |
The freight amount to be charged for this item. The amount here is multiplied by the quantity ordered. Used only if the Freight method field for the Source Code table is set to By Item or Flat Rt/Item. Numeric, 13 positions with a 2-place decimal; optional. |
|
Hidden freight |
Used only with item level freight methods, such as: Flat rate by item, flat rate by item quantity, flat rate by item source, and by item. Hidden freight represents the portion of the item's catalog price that is used for freight. You might define a hidden freight value when the freight charge to ship the item is very high. The hidden freight charge is included in the price of the item so the actual freight charge is not visible to the customer. Hidden freight is also known as “theoretical” or “buried” freight. Numeric, 13 positions with a 2-place decimal; optional. |
|
Sale item |
Indicates whether the item is on sale. Valid values are:
If the Exclude Sale Item When Prorating Discounts (I65) system control value is selected, this flag controls whether the item is included in prorated discounts or when determining whether an order qualifies for a promotion. See the system control value for more information. |
|
Volume discount |
Indicates whether this item is eligible for an end-of-order discount that will be applied when you accept the order during Order Entry.
|
|
Coupon discount $ (Coupon discount dollars) |
Represents the amount that is subtracted from the price when the item/SKU is ordered from this offer. Numeric, 13 positions with a 2-place decimal; optional. |
|
Coupon expiration date |
The date the coupon expires. Numeric, 6 positions (in user date format); optional. |
|
Feature/option |
Indicates whether the item is considered a featured or optional item in a depiction. A depiction is a photograph or drawing of several items within an offer. The featured item is the focus of the depiction; whereas, the optional items are less prominently displayed. For example, if a dining room is depicted, the dining room set may be the featured item and the individual place settings, crystal, and centerpiece may be the optional items. Valid values are:
Optional. |
|
Column pricing |
Determines whether this item is eligible for column pricing discounts.
What is column pricing? In customer maintenance, you can assign a customer to a pricing column. This means that the customer will be charged the column price, even if the customer does not order the number of units specified for the price break. If the customer orders more units than specified in the column assignment, the price break at the next level will be used on the order. Example: Quantity Price Assoc. Price Column 1 $100.00 $95.50 01 5 $ 90.00 $85.50 02 10 $ 80.00 $75.95 03 You can create as many price breaks as you like. |
|
Pickup/new |
Indicates whether the item has been carried over from a previous offer or is new to your product offerings. Valid values are:
Optional. |
|
Warranty |
Defines whether the item in this offer is a warranty item. Valid values are:
|
|
Required reason code |
Defines whether an Order addition reason code is required when the item in this offer is added to an order in order entry or order maintenance. When you specify an add reason code for an item, there is a record of the add reason code stored in an order line history record, available for review at the Display Order Line History Screen. Valid values are:
Note: When the item is added automatically to an order through the order API, the add reason code is not required. For example, an item might be added to an order automatically if it is set up as a free gift by source code. |
Completing this screen: If you advanced to this screen through initial item creation, you return to the Create Item Screen.
Select Exit at this screen if you do not want to create an item/offer.
Create SKU 1 of 2 (With Overrides) Screen
Purpose: Use this screen to create a SKU for a SKU’d item.
How to display this screen:
- You advance to this screen automatically when you create a SKU’d item if the Auto Advance to SKU Create (B34) system control value is selected and the Auto Advance to SKU Generator (J06) system control value is unselected. See Creating SKU'ed Items Screen Flow.
- Select Create at the Work with SKUs Screen.
Completing this screen: Select OK to advance to the Create SKU 2 of 2 (With Overrides) Screen. This screen contains additional SKU attributes, including those related to long SKU and physical dimensions.
After you create a SKU, the system returns you to this screen, allowing you to create another SKU. You can select Exit when you have finished creating all SKUs.
You can also select Exit if you wish to create a SKU’ed item without creating the individual SKUs at this time.
| Field | Description |
|---|---|
| Clr/Size/Wdth |
The SKU elements, such as color or size, that identify the item further. Elements are defined in the System Control table and validated against the SKU Element (1,2,3) tables. An item does not require all 3 elements. Alphanumeric, three 4-position fields; required. |
| Description (Unlabeled field to the right of the SKU field(s)) |
The description of the SKU element. The system displays the SKU description in place of the SKU elements in order entry, order maintenance and standard and streamlined order inquiry if the Display SKU Description in place of SKU Element (F25) system control value is selected. Alphanumeric, 40 positions; optional. |
| Second language description |
Not currently implemented. Alphanumeric, 40 positions; optional. |
|
Sort sequence # (SKU sort sequence number) |
The sequence number used to determine the order in which SKUs sort. You can use the sort sequence to display SKUs in a different order, such as by size, rather than alphanumerically by SKU code. See SKU Sort Sequence Numbers for an overview. Required if the Require Sort Sequence Number in the SKU File (F23) system control value is selected. Numeric, 5 positions; required if the Require Sort Sequence Number system control value is selected. |
|
Cost |
The cost of the item. This cost defaults from the base item but may be overridden for the SKU being created. Note: The Display Cost in Inventory (A38) secured feature controls the display of this field at the Change SKU 1 of 2 (With Overrides) and Create SKU 1 of 2 (With Overrides) screens.Standard costing: The system does not calculate a new standard cost automatically. However, you can update the standard cost with the landed cost (primary vendor item price + vendor additional charges) through:
|
|
Short SKU(Display screen only) |
A unique number that the system assigns to all items and SKUs. You can see this number only on display screens, not on change or create screens. In Inventory Inquiry (DINI) see: Display SKU (Base Information) Screen (Non-SKU’ed Item) or Display SKU - 1 of 2 (With Overrides) Screen. In Work with Items (MITM) see: Display SKU (Base Information) screen or Display SKU screen. When passing item/SKU information in the e-commerce interface, the system uses the short SKU number instead of the alphanumeric value in the SKU field. See Downloading E-Commerce Offer Files (EOFR). Numeric, 7 positions; display-only. |
|
Primary warehouse |
A code that represents a warehouse where this item is stocked. The default warehouse code from the System Control table defaults here, but you can override it. Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required. |
|
Warehouse maximum |
The SKU's recommended maximum number of units for the warehouse specified in the Warehouse field. Numeric, 7 positions; optional. |
|
Warehouse minimum |
The SKU's recommended minimum number of units for the warehouse specified in the Warehouse field. Numeric, 7 positions; optional. |
|
Primary location |
A code that represents an area within the warehouse that contains the item/SKU. Sometimes referred to as the “primary primary.” Validated against the Location table. Typically, the location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For instance, the location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Note: When you assign a location code to a non-inventory item, the location code will print on the pick slip if you use one of the base pick slip printing programs; however, the non-inventory item will not be sorted correctly on the batch pull sheet.Alphanumeric, 7 positions; optional. |
|
Location maximum |
The SKU's recommended maximum number of units to be stored in the primary pick location. The primary pick location refers to the code in the Location field, displayed on this screen. Numeric, 7 positions; optional. |
|
Location minimum |
The SKU's recommended minimum quantity to be stored in the primary pick location. The primary pick location refers to the code in the Location field, displayed on this screen. Numeric, 7 positions; optional. |
|
Reserve qty. (SKU reserve limit exceed) |
If the order quantity exceeds this amount, the system does not attempt to reserve the item when you enter the order, regardless of the setting of the Immediate Reservation (A64) system control value. You will need to use Working with Interactive Reservation (MIRV) to reserve the item on open orders. Numeric, 7 positions; optional. |
|
Zone reservation |
A code assigned to weather-sensitive items/SKUs such as plant stock to insure that the items will ship to different regions of the country within time windows suited to the regions. Items/SKUs processed through the zone reservation program will not be reserved during order entry; instead they will be reserved during pick generation, at an optimal time for shipping. Zone reservation processing requires:
Note: Items specified as Drop ship items are not eligible for zone reservation codes at the SKU level.Note: If you have not set up the required values for zone reservation processing, a zone reservation coded item will follow standard order entry processing, except that if the item is backordered, it will not be reserved through the Evaluate Backorders process. You can reserve the item through Working with Interactive Reservation (MIRV).See Shipping Zone Reservation Overview. Alphanumeric, 4 positions; optional. |
|
Coordinate group |
A code that may be assigned to item/SKUs to ensure that certain item/SKUs ship together when ordered together. Item/SKUs with the same coordinate group code will ship together through the same shipper. The coordinate group number assigned to an item/SKU will default in Order Entry when the item/SKU is ordered. You may override this assignment. The system does not create a pre-generated pick for order lines that are assigned the same coordinate group number until all of the coordinate grouped lines are eligible for pick slip preparation. When you use Processing Auto Soldout Cancellations (MASO) to sell out an item, you have the option of placing all related coordinate group items on hold. Numeric, 3 positions; optional. |
|
Item category |
A code assigned to the SKU to classify and group like item/SKUs for use in the Item Relationships function. The Item Category is a level below the Item Class. For example, if the item class assignment is “Software Products,” the Item Category assignment might be “Word Processing Software” to subgroup and sort similar items. Validated against the Item Category table; see Working with Item Category Codes (WITG). Numeric, 4 positions; optional. |
|
Compatibility |
A user-defined code assigned to an item/SKU. You can enter this code in the Item Relationships function to display a list of other compatible items or SKUs. Example: You can assign a compatibility code of 01 to an IBM-compatible computer and to other items such as printers, network cards, etc. Alphanumeric, 3 positions; optional. |
|
2nd compatibility |
Not currently implemented. Alphanumeric, 3 positions; optional. |
|
Sup B/O card (Suppress backorder card) |
Indicates whether to produce a backorder card for the SKU. You might use this field to identify promotional items, free gifts, or catalogs, to prevent them from generating backorder cards or appearing on backorder lists. Valid values are:
If the Unconditional Suppression of Backorder Card (F19)Enterprise Order Integration (Future Receipts and Active PO/Pre-Order Processing) system control value is selected, suppressed SKUs will never appear on a backorder card. If this system control value is unselected, suppressed SKUs will appear only on the first backorder card for the order, and only if an unsuppressed item triggers the backorder card generation. |
|
Active PO |
Indicates whether this is an active purchase order item for which you can accept orders before you expect to have inventory to fulfill. The OCDSFA and pre-order periodic functions, which are part of the , set this flag and handle updates and orders for active purchase order items that are fulfilled through the integration with Order Broker. Possible settings:
This flag is unselected at item creation. Display-only. |
|
VAT exempt |
Controls whether the SKU is exempt from VAT and tax-inclusive pricing. The SKU will still be subject to conventional tax, in which the tax amount accumulates in the Tax bucket, on any order subject to conventional tax rather than VAT. Valid values are:
Effective only if the Tax Included in Price (E70) system control value is selected. |
|
Hidden tax amt (Hidden tax amount) |
The amount to include in the Hidden tax field for an item subject to VAT. On orders subject to VAT and tax-inclusive pricing, tax does not accumulate in the Tax bucket for the order; instead, you charge a tax-inclusive price for items, and the tax is "hidden" on the order detail line. You can define either a hidden tax amount or a percentage on this screen, but not both. If you do not define either, the SKU takes the VAT percentage defined for the customer's country. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
|
Hidden tax pct (Hidden tax percentage) |
The percentage to use when calculating hidden tax for an item subject to VAT. On orders subject to VAT and tax-inclusive pricing, tax does not accumulate in the Tax bucket for the order; instead, you charge a tax-inclusive price for items, and the tax is "hidden" on the order detail line. You can define either a hidden tax amount or a percentage on this screen, but not both. If you do not define either, the SKU takes the VAT percentage defined for the customer's country. See How Hidden Tax is Calculated by Percentage for more information. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 5 positions with a 2-place decimal; optional. |
|
Restrict |
Indicates whether you can accept an order for this item/SKU in Order Entry and whether demand is captured.
Note: If there were existing orders for this item before it became “restricted,” those orders are processed normally. |
|
S/O control (Soldout control) |
A code that represents how you determine when an item/SKU is soldout. If you leave this field blank, the item/SKU will never sellout automatically in Order Entry. You define soldout control codes in the Soldout Control table with one of the three following statuses:
You can define a Default Soldout Control Code (D72) in the System Control table to default automatically when you create items and SKUs; however, you can override this value. See Working with Soldout Controls (WSLD). If the Disregard Soldout Controls for Non-Allocatable Warehouses (J27) system control value is selected, the system disregards soldout control rules for items reserved against a non-allocatable warehouse. If the item cannot be reserved, the system backorders the item in the non-allocatable warehouse. See this system control value for more information. Alphanumeric, 2 positions; optional. |
|
Subscription |
Indicates whether the item is a subscription item. Valid values are:
If you identify an item as a subscription item, you must
|
|
Low price |
The lowest recommended sale price for the item/SKU; however, the item/SKU can be sold at a lower price. No messages are displayed in Order Entry. Numeric, 13 positions with a 2-place decimal; optional. |
|
List price |
The system uses this price:
Numeric, 13 positions with a 2-place decimal; optional (required if you process an item to item transfer). |
|
Reference # (Reference number) |
Represents the retail reference or alternate product number. You can use this value to cross-reference an item/SKU to an external system, such as through the Generic Inventory Transaction Upload or the Generic Order Interface (Order API). For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). The retail reference number is set to the same value as the item code when you create items through Importing Enterprise Foundation Data through Omnichannel Cloud Data Service (OCDS), and the number should not be changed. This number is also used for the Integration with the Sales Audit Module of the Oracle Retail Merchandising Foundation Cloud Service. Numeric, 15 positions; optional. |
|
Orig retail $ |
The original price of the item at the retail store. The system uses this price as the initial price of an item during customer price group line level pricing if the Price Type for the selected customer price group is Original; see Working with Customer Price Groups (WCPG). Numeric, 13 positions with a 2-place decimal; optional. |
|
Projected returns |
The number of units you expect to receive in returns for the item. The system uses this quantity when determining whether to sell out an item in order entry or maintenance if the item has a soldout control status of 2 (include on-order quantity in soldout calculation). The system backorders the projected return total plus the on-order quantity on unreceived purchase orders before selling out the item. For example, if you had 0 units on-hand, 10 units on an open purchase order, and entered 10 in this field, the system would backorder the first 20 units you entered in order entry, and sell out any units ordered after that. Automatic field update: When a return is processed, the system automatically subtracts the number of units returned from the number you initially entered in the Projected returns field. The number in this field will never be less than 0, however. For example, if you initially entered 10 in this field, and 11 units of this item are returned, the Projected returns field will show a value of 0. Note: Updating this field does not affect any orders already entered.See Working with Soldout Controls (WSLD) for more information on working with soldout control codes and how they work with projected return quantities. Numeric, 7 positions; optional. |
|
Harmonize (Harmonize code) |
A code that prints on customs documents for international shipments. If you charge duty on international orders, you use this field to define the item's duty rate. The system compares this value with the duty rates defined for the country on the shipping address, and adds a duty charge to the order if it finds a match. See Setting Up the Country Table (WCTY) for more information on defining duty rates for a country. You can also update the harmonize codes for multiple items quickly through the Update Harmonize Codes function; see Updating Harmonize Codes (UPHC). Alphanumeric, 16 positions; optional. |
|
Return/vendor |
Indicates whether the item is eligible for return; informational only. Valid values are:
|
|
Prep code |
A code used to indicate any special preparation or handling required for the SKU. Informational only. Alphanumeric, 2 positions; optional. |
|
Country of origin |
A code representing the country where the SKU originated. Used by the World Pack interface to determine duty for shipments to certain countries. Country codes are defined in and validated against the Country table; see Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; optional. |
|
User fields |
There are 5 user-definable fields. You can define these fields according to your organization's specific requirements. Alphanumeric, 10 positions (first 3 fields) 5 positions (last 2 positions); optional. |
Create SKU 2 of 2 (With Overrides) Screen
Purpose: Use this screen to enter additional information for a SKU.
The values you enter in the "override" section of the screen override the values you entered for the base item. If you leave any of these fields blank and you have entered values at the base item level, the system uses the base item values. For example, if you leave height, length, and width blank and there is a height, length, or width defined at the base item level, the system uses the values at the base item level.
How to display this screen: Select OK at the Create SKU 1 of 2 (With Overrides) Screen.
Completing this screen: When you select OK at this screen, the system:
- If the Auto Advance to Vendor Item Create (E78) system control value is selected, automatically advances you to the Create Vendor Item Screen.
- If the Auto Advance to Vendor Item Create (E78) system control value is unselected, creates the SKU after validating your entries and highlighting any errors, if necessary.
After you create a SKU, the system returns you to the Create SKU 1 of 2 (With Overrides) Screen, allowing you to create another SKU. You can select Exit when you have finished creating all SKUs.
| Field | Description |
|---|---|
|
Description (Unlabeled field to the right of the SKU field(s)) |
The description of the SKU element. The system displays the SKU description in place of the SKU elements in order entry, order maintenance and standard and streamlined order inquiry if the Display SKU Description in place of SKU Element (F25) system control value is selected. Alphanumeric, 40 positions; optional. |
|
Second language description |
Not currently implemented. Alphanumeric, 40 positions; display-only. |
|
L/S class (Long SKU class) |
A code you can use to group items into classes for reporting purposes. If you defined a L/S class for the base item it defaults here, but you can override it. Long SKU classes are defined in and validated against the Long SKU Class table; see Working with Long SKU Classes (WLSC). Retail Integration (external system to Order Management System)If the Use Retail Integration (H26) system control value is selected, long SKU classes are linked to long SKU departments and are called retail classes. Retail classes are department specific whereas regular long SKU classes are unique and remain constant across departments. For this reason, when the Use Retail Integration (H26) system control value is selected, you can only enter a retail class in this field that is assigned to the base item’s long SKU department. If you enter a long SKU class that is not linked to the base item’s long SKU department, the system will not let you proceed and displays an error message: L/S Class (xxxx) was not found in L/S Department (xx). Since retail classes are department specific, if you prompt (click on the arrow) in this field before entering a long SKU department, an error message indicates: L/S Department required to prompt on L/S Class. Retail classes are defined in and validated against the Retail Class table; see the Work with Retail Class Screen for more information. Note: When the Use Retail Integration (H26) system control value is selected, the system populates and validates against the Retail Class table instead of the Long SKU Class table; therefore, you cannot access Working with Long SKU Classes (WLSC).If you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Numeric, 4 positions; optional. |
|
L/S vendor (Long SKU vendor) |
A user-defined field that you can use for tracking and queries. If you defined a L/S vendor for the base item it defaults here, but you can override it. Long SKU vendors are defined in the SKU table, but are not validated. Secured FeatureIf you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Alphanumeric, 7 positions; optional. |
|
L/S style (Long SKU style) |
A user-defined field that you can use for tracking and queries. If you defined a L/S style for the base item it defaults here, but you can override it. Long SKU styles are defined the SKU table, but are not validated. Required if the Require L/S Style (I94) system control value is selected. In addition, the system validates that the value you enter is not assigned to another item/SKU. Secured FeatureIf you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Alphanumeric, 20 positions; optional. |
|
L/S color (Long SKU color) |
A code, typically used in a retail environment, that represents the color portion of the Long SKU code. Used for reporting purposes. If you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Numeric, 5 positions; optional. |
|
L/S size (Long SKU size) |
A code, typically used in a retail environment, that represents the size portion of the Long SKU code. Used for reporting purposes. If you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Numeric, 5 positions; optional. |
|
L/S width (Long SKU width) |
A code, typically used in a retail environment, that represents the width portion of the Long SKU code. Used for reporting purposes. If you do not have authority to the Maintain Long SKU Values in MITM (B05) secured feature, you cannot enter or change this value. Numeric, 5 positions; optional. |
|
L/S Subclass |
A user-defined field that you can use for tracking and queries. Long SKU subclass can also be defined in the SKU table but is not validated. Displayed only if the Use Retail Integration (H26) system control value is selected. Secured FeatureIf you do not have authority under the Maintain Long SKU Values in MITM (B05) secured feature, you can not enter or change this value. Numeric, 4 positions; optional. |
|
Carton |
The type of carton in which this item must ship. If a carton ID exists, the system passes this information to TanData when confirming the item for shipment. This information is used to calculate best way shipping, which determines the lowest price to ship the carton. Numeric, 2 positions; optional. |
|
Height |
The height measurement for an item/SKU. The Height, Length, and Width values are used to determine the cubic volume of an item/SKU. You can enter the height in feet or centimeters, or any other measurement as long as it is consistent. Used in Suggest Location Placement (MSLO) when evaluating whether an item/SKU can be stored in a particular location. Numeric, 3 positions; optional. |
|
Length |
The length measurement for an item/SKU. The Height, Length, and Width values are used to determine the cubic volume of an item/SKU. You can enter this value in feet or centimeters, or any other measurement as long as it is consistent. Suggest Location Placement (MSLO) uses this value when evaluating whether an item can be stored in a particular location. Numeric, 5 positions; optional. |
|
Width |
The width measurement for an item/SKU. The Height, Length, and Width values are used to determine the cubic volume of an item/SKU. You can enter this value in feet or centimeters, or any other measurement as long as it is consistent. Suggest Location Placement (MSLO) uses this value when evaluating whether an item can be stored in a particular location. Numeric, 5 positions; optional. |
|
Ship weight |
The actual shipping weight of the item/SKU. The system may use this value to calculate carton weights and to determine your shipping charges if you perform manual confirmation and use cubing. The system uses the shipping weight of an item to create item weight records in the Download Extended Manifest table (FLMNDE) when you use a PC Manifest system to confirm shipments. Numeric, 7 positions with a 3-place decimal; optional. |
|
Sell weight |
The system uses this value to calculate the freight charge on a SKU when the Freight method on the order is set to By Item or Flat Rt/Item. Overrides the selling weight, if any, defined at the base item level. Numeric, 7 positions with a 3-place decimal; optional. |
|
Last purchase cost |
The cost of the item from the most recent purchase order, including any discounts, surcharges, or additional charges. The system uses this cost to determine the unit price for a purchase order if there is no vendor item price. Numeric, 13 positions with a 4-place decimal; optional. |
|
Cube factor |
The cubic volume of the SKU, which overrides the cubic volume defined at the base item level. Controls the number of units of this item that can fit into a carton. The system compares the cube factor against the Cube field from the System Control table, which defines a default box size. See Setting Up Fulfillment Values. Example: If the Cube field value in the System Control table is 100 and the Cube factor for an item is 25, then 4 of this item can fit into one box. The Cube Factor determines the number of picks required to ship an order. Numeric, 3 positions; optional. |
|
Unit/measure |
A standard by which an item/SKU is sold. Typical units of measure include:
Validated against the Unit of Measure table (see Working with Units of Measure (WUOM)) and will default from the Default Item Unit of Measure (B33) system control value, if a value is specified. Alphanumeric, 3 positions; optional. |
|
Status |
A code that represents a SKU's status, such as obsolete, discontinued, sold out, etc. This information is used for inventory reporting purposes only. The status defined at the SKU level overrides the status defined at the base item level; however, even if the status matches the Item Status for Suppressing Item During Item Selection (L21), the SKU-level status does not prevent the Item Selection screen from displaying the item. See Working with Item Status (WIST). Alphanumeric, 1 position; optional. |
| Screen Option | Procedure |
|---|---|
|
Return to the Create SKU 1 of 2 (With Overrides) Screen |
Press Page Up. |
|
Advance to a menu option related to item maintenance |
Select Supporting Files to advance to the Item Support File Maintenance window. Options at this window are:
|
|
Display SKU offer information |
Select Offers to advance to the Work with SKU Offers Screen. |
|
Display base item information |
Select Item base info to advance to the Display Base Item Information Pop-up window. See Create Item (Base Information) Screen for field descriptions. |
|
Display comments |
Select Comments to advance to the Display SKU Comments screen. See Work with Item/SKU Comments Screen for field descriptions. |
Create SKU Offer Screen
Purpose: Use this screen to assign an offer to a SKU.
How to display this screen: Select Create at the Work with SKU Offers Screen.
| Field | Description |
|---|---|
|
Offer (Offer code) |
The code for the offer (catalog) in which the item/SKU appears. Validated against the Offer table. See DWorking with Offers (WOFR). Alphanumeric, 3 positions; required (if other information is entered). |
|
Effective date |
The date the price becomes valid. This date should be on or after the start date of the offer, and on or before the stop date of the offer. The Effective date and Price are stored in the SKU Price table rather than the SKU Offer table. If you do not specify an Effective date and Price when you create a SKU Offer record, the system automatically creates a SKU Price record using the single-unit price from the Item Price table with the latest Effective date. If the latest Effective date from the Item Offer table is in the future, then the SKU Price record also has this future Effective date. Numeric, 6 positions (in user date format); optional. |
|
Price |
The price at which the SKU will sell in this offer if no discounts are applied, and the order date is on or after the Effective date. If you leave this field blank, the single-unit offer price with the latest Effective date defaults. You can specify multiple Effective dates and prices for an item or SKU in an offer. See Work with Item Prices Screen (Quantity Price Breaks by Offer). Numeric, 13 positions with a 2-place decimal; optional. |
|
Associate price |
The price at which the item/SKU will be sold in this offer to associate customers. Associate price is used when the Associate field on the order is selected (yes) and the order date is on or after the effective date. Numeric, 13 positions with a 2-place decimal; optional. |
|
Tax inclusive price |
The price at which the item will be sold in this offer on orders subject to VAT. In tax-inclusive pricing, a "hidden tax" is included in the order detail line for the item rather than accumulating in the Tax bucket. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
|
Tax incl assoc price (Tax-inclusive associate price) |
The price at which the item will be sold to associate customers on orders subject to VAT. In tax-inclusive pricing, a "hidden tax" is included in the order detail line for the item rather than accumulating in the Tax bucket. Included only if the Tax Included in Price (E70) system control value is selected. Numeric, 13 positions with a 2-place decimal; optional. |
|
Special handling |
Indicates whether this SKU is eligible for any type of special handling in this offer (such as monogramming, hemming, etc.).
If this field is selected and there is a default special handling code defined (see below), OR if you specify special handling for a SKU in order entry, you advance to the Work with Special Handling Screen or the Work with Custom Special Handling Screen; however, if the special handling code’s:
See Special Handling Overview for more information. |
|
S/H price (Special handling price) |
The price to charge the customer for special handling. You can specify in the Evaluate Special Handling Charges by Order Line (D67) system control value whether to add the price just once for each order line, or multiply the special handling price by the item quantity for the line. An error message similar to the following indicates that you defined a special handling price and the Special handling field is unselected: Special handling price not allowed when not eligible. If you specify a price here for a custom special handling code, it overrides any pricing defined for the custom special handling format; see Establishing Custom Special Handling Formats (WSHF). Numeric, 13 positions with a 2-place decimal; optional. |
|
S/H code (Special handling code) |
The additional charge code associated with the type of special handling you are offering for the SKU. The system validates that the additional charge code has a special handling Type of standard or custom; the system handles each type in a different way. See Special Handling Overview for more information. If you enter a special handling code here, you will advance to the Work with Special Handling Screen or Work with Custom Special Handling Screen automatically in order entry; however, if the special handling code’s:
See Special Handling Overview for more information. Alphanumeric, 2 positions; optional. |
|
Gift wrap |
Indicates whether this SKU is eligible for gift wrap. If the Gift Wrap Default (F07) system control value is selected, this field defaults to selected, although you can override it; otherwise, this field defaults to unselected.
|
|
G/W price (Gift wrap price) |
The price for gift wrapping the item. The G/W field must be selected. The gift wrap price will be charged for each unit of this SKU that is gift wrapped. Numeric, 13 positions with a 2-place decimal; optional. |
|
Freight |
The freight amount to be charged for this item/SKU. Multiplied by the quantity ordered to determine the freight charge for this item.Used only if the Freight method field for the Source Code table is set to By Item or Flat Rt/Item. Numeric, 13 positions with a 2-place decimal; optional. |
|
Hidden freight |
Used only with item/SKU level freight methods, such as: Flat rate by item, flat rate by item quantity, flat rate by item source, and by item. Hidden freight represents the portion of the item's catalog price that is used for freight. You might define a hidden freight value when the freight charge to ship the item/SKU is very high. The hidden freight charge is included in the price of the item/SKU so the actual freight charge is not visible to the customer. Hidden freight is also known as “theoretical” or “buried” freight. Numeric, 13 positions with a 2-place decimal; optional. |
|
Sale item |
Indicates whether the item is on sale. Valid values are:
If the Exclude Sale Item When Prorating Discounts (I65) system control value is selected, this flag controls whether the item is included in prorated discounts or when determining whether an order qualifies for a promotion. See the system control value for more information. |
|
Volume discount |
Indicates whether this item is eligible for an end-of-order discount that will be applied when you accept the order during Order Entry.
See Item Volume Discounting |
|
Coupon discount $ |
Represents the amount that is subtracted from the price when the SKU is ordered from this offer. Numeric, 13 positions with a 2-place decimal; optional. |
|
Coupon expiration date |
The date the coupon is effective until (i.e., the date it expires). Numeric, 6 positions (in user date format); optional. |
|
Feature/option |
Indicates whether the item is considered a featured or optional item in a depiction. A depiction is a photograph or drawing of several items within an offer. The featured item is the focus of the depiction; whereas, the optional items are less prominently displayed. For example, if a dining room is depicted, the dining room set may be the featured item and the individual place settings, crystal, and centerpiece may be the optional items. Valid values are:
Optional. |
|
Column pricing |
Determines whether this item/SKU is eligible for column pricing discounts.
What is column pricing? In the Customer table, you may assign a customer to a pricing column. This means that the customer will be charged the column price, even if the customer does not order the number of units specified for the price break. If the customer orders more units than specified in the column assignment, the price break at the next level will be used on the order. Example: Quantity Price Assoc. Price Column 1 $100.00 $95.50 01 5 $ 90.00 $85.50 02 10 $ 80.00 $75.95 03 |
|
Pickup/new |
Indicates whether the item has been carried over from a previous offer or is new to your product offerings. Valid values are:
Optional. |
|
Warranty |
Defines whether the item/SKU in this offer is a warranty item. Valid values are:
If the Default Price Override Reason for Warranty Items (G01) system control value contains a price override reason code, the system defaults this code to the Price override code field, otherwise the operator must enter a code. |
|
Required reason code |
Defines whether an Order addition reason code is required when the item in this offer is added to an order in order entry or order maintenance. When you specify an add reason code for an item, there is a record of the add reason code stored in an order line history record, available for review at the Display Order Line History Screen. Valid values are:
Note: When the item is added automatically to an order through the order API, the add reason code is not required. For example, an item might be added to an order automatically if it is set up as a free gift by source code. |
Item Volume Discounting
How volume discounting works: If the Volume discount field is selected at the Create Item Offer Screen, Create SKU Offer Screen, or another screen that allows you to set up an item/offer or SKU/offer, and if the Item Volume Discount (B29) system control value is selected, the system will:
- total the number of units ordered of volume- discountable items
- check the quantity break price table in the SKU/offer for the discount price for each discountable item
For example, the system calculates the volume discount for items A123 and C123, as if the customer purchased 12 units of each item.
| Item | Order qty | Volume discount | Regular price/unit | Merchandise total (regular price) | Volume discount price/unit | Merchandise total (with volume discount) |
|---|---|---|---|---|---|---|
|
A123 |
* 4 |
Y |
$10.00 |
$40.00 |
$7.00 |
$28.00 |
|
B123 |
6 |
N |
$5.00 |
$30.00 |
N/A |
$30.00 |
|
C123 |
* 8 |
Y |
$20.00 |
$160.00 |
$15.00 |
$120.00 |
|
Total: |
Total: |
Total: |
Total: |
$230.00 |
Total: |
$178.00 |
Working with Existing Items (MITM)
Purpose: An item is a unit of inventory that is defined to the system according to item codes. The item code consists of 12 alphanumeric characters, and optionally, a three 4-position alphanumeric SKUs which allow you to further define the item by characteristics such as color, size, etc.
After defining your items, you can use the item number to access an item directly, or you can enter the description, department, buyer, class, and/or vendor to obtain a list of items that closely match your entry.
Before you can locate an item or display item information, you must create the item information on the system. You can create items by selecting Create at the Select Items Screen. See Creating Items Screen Flow for more information on the screens the system automatically displays, depending on whether you are creating a non-SKU’ed or SKU’ed item.
Item image: When you move your mouse over each item code, the screen displays the item image if you have set one up. See Setting Up Item Images for more information.
Work with Items Screen
Purpose: Use this screen to create, change, delete, display or work with items.
How to display this screen: Select OK at the Select Items Screen.
| Field | Description |
|---|---|
| Item |
A code representing a unit of inventory. Alphanumeric, 12 positions; optional. |
| Description |
The description of the item. Alphanumeric, 120 positions; optional. |
| Class |
A class code is a grouping of similar items. See Working with Item Classes (WICL). Alphanumeric, 3 positions; optional. |
| Dept (Department) |
The department to which the item belongs. See Working with Long SKU Departments (WLSD). Numeric, 4 positions; optional. |
| SKU |
Defines whether the item contains SKUs.
|
| Screen Option | Procedure |
|---|---|
|
Create a new item |
Select Create to advance to the Create Item Screen. |
|
Change item information |
Select Change for an item to advance to the Change Item screen. See the Create Item Screen for fiend descriptions. |
|
Delete item information |
Select Delete for an item to delete it. Note: If you try to delete an item with SKUs, you must delete SKU records and change the SKUs Y/N flag to N before deleting the item. If you try to delete without performing these tasks, the system displays the message: Cannot delete, SKUs allowed flag is Yes.Note: You cannot delete an item if there are open orders or on-hand quantity for the item. |
|
Display item information |
Select Display for an item to advance to the Display Item screen. See the Create Item Screen for field descriptions. |
|
Comments |
Select Comments for an item to display the Work with Item/SKU Comments Screen. |
|
Item Coordinates |
Select Coordinates for an item to advance to the Work with Item Coordinates Screen. |
|
Copy item information from one item to a new item in the same company. |
Select Copy for an item to advance to the Copy Item Window. |
|
Add, change, or delete item information, for an item with the same item number as the copied item, in one or more shared companies |
Select Copy to Company for an item to advance to the Copy Item to Company Window. An error message indicates if you do not have authority to the Copy Item to Company Security (B15) secured feature: Not authorized to Copy. An error message indicates if shared companies do not exist for the current company: Shared companies do not exist for the parent. You can define shared companies for a company in Working with Companies (WCMP). |
|
Country/State Restriction |
Select Ctry/St Restr for an item to advance to the Work with Item Restriction by Country/State Screen. |
|
Finished goods |
Select Finished Goods for an item to display the Work with Finished Good Component Items Screen. |
|
External Image and Information Link |
Select Image/Info Link for an item to advance to the Item Image/Info Link Screen. Note: This option is available only if the Use External Item Image (L55) system control value is selected. |
|
Item Keywords |
Select Keywords for an item to advance to the First Work with Keywords for Item Screen. |
|
Offers |
Select Offers for an item to advance to the Work with Item Offers Screen. |
|
Sets |
Select Sets for an item to display the Work with Set Component Items Screen. |
|
Item ship via overrides |
Select Ship Via Override for an item to advance to the Select Ship Via for Override Screen. |
|
SKUs |
Select SKU for a SKUed item to advance to the Work with SKUs Screen. |
|
SKU Generator |
Select SKU Generator for an item to advance to the SKU Generator Screen (Entering SKU Information). |
|
Source Prices |
Select Source Prices for an item to display the Work with Special Source Price Screen. |
|
UPC codes |
Select UPC for a non-SKUed item to advance to the Work with UPC Codes Screen. You can work with UPC codes for a SKUed item by selecting SKU for the item and selecting the UPC option from the Work with SKUs Screen. |
|
Work with user defined fields |
Select User Fields for an item to advance to the Work with User Fields Screen. |
|
Variable Sets |
Select Variable Sets for an item to display the Work with a Variable Set Groups Screen. |
|
Vendor Item |
Select Vendor Item for an item to advance to the Work with Vendor Item Screen. |
|
Warehouse |
Select Warehouse for an item to display the Work with Item Warehouse Screen. |
|
Maintain supporting files |
Select Supporting Files. |
Working with Item Ship Via Overrides
Item ship via overrides are the shippers that can be used to deliver a particular item to its destination, even if the other items on the order are delivered by another ship via.
Each shipper that qualifies as an item ship via override is defined in the Item Ship Via Override table for the item.
- If the shipper qualifies as a ship via override for the item, the shipper can be used to deliver the item to its destination.
- If the shipper does not qualify as a ship via override for the item, the shipper cannot be used to deliver the item to its destination.
Note:
If records do not exist in the Item Ship Via Override table for an item, any valid, qualifying shipper in the Ship Via table can be used to deliver the item to its destination.In this topic:
Item Ship Via Override Logic
When you add an item to an order the system looks at the Item Ship Via Override table to determine if the ship via on the order header is an eligible shipper for the item; if the ship via on the order header is not an eligible shipper for the item, the system displays a Ship Via Overrides for Item Window, requesting you to select an eligible shipper for the item on the order line. The system assigns the eligible shipper to the item on the order line; however, the system does not override the existing shipper on the order header.
Example: You enter an order containing items with records in the Item Ship Via Override table.
| Ship via on order header: 3 | Ship via on order header: 3 | Ship via on order header: 3 |
|---|---|---|
| Item | Ship via override | Results |
|
AB101 |
ship vias 1 and 2 |
When you add item AB101 to the order, the Ship Via Overrides for Item window opens where you must select an eligible shipper (1 or 2) for the item before adding the order line to the order. |
|
BC202 |
ship vias 1 and 3 |
When you add item BC202 to the order, the system does not assign a ship via to the order line and instead uses the default ship via on the order header (ship via 3) as the shipper. |
|
CD303 |
ship vias 1 and 2 |
When you add item CD303 to the order, the Ship Via Overrides for Item window opens where you must select an eligible shipper (1 or 2) for the item before adding the order line to the order. |
|
DE404 |
no ship via overrides defined |
When you add item DE404 to the order, the system does not assign a ship via to the order line and instead uses the ship via on the order header (ship via 3) as the shipper. |
When does the item ship via override take place? The system evaluates the shipper assigned to ship the item to its destination in the following places.
| Function | Validation Takes Place When |
|---|---|
|
Order entry and maintenance |
You select OK to add the item to the order. You select OK to accept any changes you made to the order line at the Work with Order Line Screen (Changing/Adding an Item). You select Accept or Add Recipient to accept the order if the order is eligible for other ship via overrides or you have changed the ship via on the order header since adding the item to the order. Note: The system does not evaluate the ship via for items on a customer membership. However, if you go into order maintenance for that customer membership, the system will then evaluate the ship via for the items on the order. |
|
Batch order entry |
You select OK to add the item to the order. You select OK to accept any changes you made to the order line at the Work with Order Line screen. You select Accept or Add Recipient to accept the order if the order is eligible for other ship via overrides or you have changed the ship via on the order header since adding the item to the order. |
|
Generic order processing |
The Order Processor job processes the incoming order. If the ship via for an item on the incoming order is not eligible to ship the item, the order is placed in an error status and must be corrected in batch order entry. See Generic Order Interface (Order API). For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). |
What items are evaluated? The system evaluates every item added to an order to determine if records exist in the Item Ship Via Override table for the item, regardless of whether the item is backordered, soldout, added as a free gift, etc.
If the ship via assigned to the item is not eligible, the system displays the Ship Via Overrides for Item Window, requiring you to select an eligible shipper.
Note:
If you use the Process Substitute Items Screen to replace an open, unreserved item on the order with another item, the system does not validate that the ship via on the order is eligible to ship the new item; you must go into order maintenance to validate the shipper assigned to the new item.What if you override the ship via on the order header? If you override the ship via on the order header, the system reevaluates each order line whose Ship via field is blank to determine if the new ship via on the order header is eligible to ship the item. If the new ship via on the order header is not eligible, the system displays the Ship Via Overrides for Item Window for each item that cannot ship using the ship via on the order header, requiring you to select an eligible ship via for the item on the order line.
What if the item qualifies for more than one item ship via override? Each ship via that qualifies as an eligible shipper for the item displays in the Ship Via Overrides for Item Window, where you can select which shipper you wish to use to deliver the item to its destination. Any ship via that does not have a record in the Item Ship Via Override table for the item, does not display in the Ship Via Overrides for Item window.
What if you override the ship via on the order line? If you override the ship via on the order line, the system verifies that the ship via you define is eligible for the item, based on the records in the Item Ship Via Override table for the item. If the ship via you define does not exist in the Item Ship Via Override table for the item, the Ship Via Overrides for Item Window opens, requiring you to select an eligible ship via.
Valid SCF/Ship Via required: In order for the item ship via override to apply to an order line, the override ship via must already be set up with the SCF on the order shipping address as a valid SCF/ship via combination. If the SCF/ship via is not valid combination, the item ship via override will not apply to the order.
Downloading item ship via overrides to e-commerce: When you download items using the Downloading E-Commerce Offer Files (EOFR) menu option, if an item being downloaded has records in the Item Ship Via Override table, the system also downloads the item ship via override records to the EC Item Ship Via Override Download table.
Note:
The setting of the Download to e-commerce field defined for a ship via in the Ship Via table controls whether the ship via is eligible to download to e-commerce using the SCF/Ship Via download program; however, this field does not control the downloading of item ship via overrides.Prompting on ship via: If records exist in the Item Ship Via Override table for an item, when you prompt on the Ship via field for an item, the system displays only those shippers that are eligible to ship the item. If you enter a ship via for an item that is not an item ship via override an error message indicates: Invalid ship via for item. If item ship via overrides do not exist for the item, you can define any valid ship via code in this field.
Are there other ship via overrides that might apply to the order? There are several other ways you can apply a ship via override to an order; however, item ship via overrides take precedence over any other ship via override. See Ship Via Override Hierarchy for information on the hierarchy in which the overrides take place.
| Interaction Between Item Ship Via Overrides and Other Ship Via Overrides | How does this override relate to the item ship via override? |
|---|---|
|
Item |
If there is a Ship via specified for an item, the system defaults this ship via code to the order line. However, if there are any records in the Item Ship Via Override table for the item, the system requires you to enter an eligible shipper in the Ship via field for the item in order entry. This way, only an eligible shipper defaults as the ship via on the order line. |
|
Promotion |
If an order, or shipping address on an order, qualifies for a promotion with a ship via override, the system changes the ship via on the order header when you select Accept or select Add Recipient to accept the order. However, if the ship via override from the promotion is not a valid shipper for each item on the order that does not already have a ship via override, the system does not apply the ship via override from the promotion to the order. See Working with Promotions (WPRO) for more information on defining a ship via override for a promotion. |
|
Default Van Delivery Ship Via |
If the order qualifies for van delivery, the system defaults the ship via defined in the Default Van Delivery Ship Via (L07) system control value to the order header. Any order lines that do not have a ship via code defined, use the van delivery ship via code. However, if there are any records in the Item Ship Via Override table for the item, and the van delivery ship via code is not an eligible shipper for the item, the system displays the Ship Via Overrides for Item Window when you add the item to the order, requiring you to select a shipper other than the van delivery ship via for the order line. See Determining if an Order Qualifies for Van Delivery for an overview. |
|
Zip/Ship Via |
If the ship via on the order header allows auto-assignment of carrier (the ship via’s Allow auto assignment field is selected) and a default ship via is defined for the postal code on the order, the system changes the ship via for the ship to customer to the default ship via for the postal code. However, if the zip ship via override is not a valid shipper for each item on the order that does not already have a ship via on the order line, the system still defaults the zip ship via override to the order header, but displays the Ship Via Overrides for Item Window for each item that requires a valid ship via, based on the Item Ship Via Override table. |
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Best Way Ship Via |
If you select a best way ship via from the Alternate Shipping Charges by Via Window in order entry, or the system assigns a best way ship via automatically, it changes the ship via on the order header to the best way ship via. See Working with Best Way Ship Vias for more information. However, if the best way ship via is not a valid shipper for each item on the order that does not already have a ship via assigned, the system still defaults the best way ship via to the order header, but displays the Ship Via Overrides for Item Window for each item that requires a valid ship via, based on the Item Ship Via Override table. |
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Offer Ship Via |
If an order, or shipping address on an order, qualifies for an offer ship via override, the system changes the ship via on the order header when you select Accept or Add Recipient to accept the order. However, if the offer ship via override is not a valid shipper for each item on an order line whose Ship via field is blank, the system does not apply the offer ship via override to the order. If you add an item after the offer ship via override has been assigned to the order and the offer ship via override is not eligible for that item, the system displays the Ship Via Overrides for Item Window, requiring you to select an eligible shipper for the item. |
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SCF Preferred Ship Via |
If a Preferred ship via is defined for the SCF and the Allow auto assignment field for the ship via is selected, the system updates the Ship via on the order header to the preferred ship via. However, if the preferred ship via for the SCF is not a valid shipper for each item on the order that does not already have a ship via assignment, the system still defaults the preferred ship via to the order header, but displays the Ship Via Overrides for Item Window for each item that requires a valid ship via, based on the Item Ship Via Override table. |
Item ship via overrides during pick slip generation: If the ship via for the pick slip is not a valid shipper for the item, based on the Item Ship Via Override table, the system continues to print the pick slip.
Additionally, if you define a ship via override during pick slip generation and the ship via override is not a valid shipper for all of the items on the pick slip, the system continues to print the pick slip using the ship via override.
Select Ship Via for Override Screen
Use this screen to review the ship via overrides eligible for an item. You can select which ship vias can be used to ship the item to its destination. All ship vias defined in the Ship Via table display on this screen.
The Selected field indicates if the shipper qualifies as a ship via override for the item. When you first advance to this screen, all ship vias are unselected.
- If the Selected field is selected, the shipper qualifies as a ship via override for the item and can be used to deliver the item to its destination. The system creates a record in the Item Ship Via Override table for the item and ship via combination.
- If the Selected field is unselected, the shipper does not qualify as a ship via override for the item and cannot be used to deliver the item to its destination.
- If the Selected field is unselected for all ship vias that display on the screen, you have not defined any ship via overrides for the item and all shippers are eligible to deliver the item to its destination.
How to display this screen: Select Ship Via Override for an item at the Work with Items screen and select OK.
| Field | Description |
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| Item |
The code and description of the item for which you wish to define ship via overrides. Item code: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 120 positions; display-only. |
| Code |
The code for a shipper you can select as a ship via override for the item. Ship via codes are defined in and validated against the Ship Via table. Numeric, 2 positions; optional. |
| Description |
A description of the shipper. Alphanumeric, 30 positions; optional. |
| Via pty (Ship via priority) |
A value assigned to the shipper that controls how the system allocates inventory to backorders or reserves inventory during Batch Reservation. Valid values are 0 - 9, where 0 is the lowest priority and 9 is the highest priority. Numeric, 1 position; display-only. |
| Sel (Selected?) |
Indicates if the shipper qualifies as a ship via override for the item. Selected = The shipper qualifies as a ship via override for the item; you can use this shipper to deliver the item to its destination. Unselected = The shipper does not qualify as a ship via override for the item; you cannot use this shipper to deliver the item to its destination. Note: If this field is blank for all ship vias that display on this screen, you have not defined any ship via overrides for the item and all shippers are eligible to deliver the item to its destination. |
| Screen Option | Procedure |
|---|---|
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Select a shipper as a ship via override for the item; selected shippers can be used to deliver the item to its destination |
Select the shipper. The system updates the Selected field to Y, indicating the shipper qualifies as a ship via override for the item. |
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Deselect a shipper as a ship via override for the item; unselected shippers cannot be used to deliver the item to its destination |
Deselect the shipper. The system updates the Selected field to blank, indicating the shipper does not qualify as a ship via override for the item. |
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Select all shippers as ship via overrides for the item; any shipper can be used to deliver the item to its destination |
Select Select All. The system selects the Selected flag for all shippers, indicating all shippers qualify as a ship via override for the item. Note: The system creates a record in the Item Ship Via Override table for each ship via/item combination. |
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Toggle to view all shippers or only view shippers that qualify as ship via overrides for the item |
Select Toggle All/Selected. When you first advance to the screen, all shippers display. |