Establishing Order Types (WOTY)
Purpose: Order type codes identify how you received the order, such as by phone, mail or fax. You can use order type codes for analysis purposes, to control the format of the Order Entry Detail screen, or to indicate whether to:
- display promotional pricing windows.
- display zone date windows for zone reservation (weather-sensitive) items.
- generate soldout notifications for items you sell out through order entry or order maintenance.
- generate immediate backorder notifications.
- perform online credit card authorization and display an authorization response window in order entry.
- generate various types of an email notifications or the Outbound
Email XML Message (CWEmailOut), and whether to include soldout
items on the order confirmation email message.
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
- use the Experian Data Quality (EDQ) Address Validate API to standardize addresses.
- treat orders as pre-order quotes instead of regular orders; see Entering Pre-Order Quotes.
- indicate that the order originated from an external system and was assigned to Order Administration for fulfillment via the Order Orchestration Integration.
- identify a ship-for-pickup order to the Order Orchestration primarily by its Order Administration order number or its e-commerce order number.
- indicate that the order originated in Order Administration but the customer prefers to pick up the order at a store location that has the inventory available; see Store Pickup Orders.
- use override template text for certain email notification types.
- indicate that the order originated through the ChannelAdvisor integration; see the ChannelAdvisor Order Type (L90) and the ChannelAdvisor Integration Overview.
The order API uses the E-Commerce Order Type (G42) if no order type is specified in the message. If that system control value is also blank, the order is created in error status.
Each order must have an order type.
In this topic:
- Work with Order Types Screen
- Create Order Type Screen
- Order Type Email Selection Screen
- Order Type Email Template Screen
- Change Order Type Email Template Screen
Work with Order Types Screen
How to display this screen: Type WOTY in the Fast path field at the top of any menu, or select Work with Order Types from a menu.
Field | Description |
---|---|
Type |
Identifies how you receive an order. Alphanumeric, 1 position; optional. |
Description |
The description associated with the order type. Alphanumeric, 30 positions; optional. |
Promo |
Determines whether to display promotional pricing windows for orders with this order type. Promotional pricing windows open if the customer orders a specific item or quantity of items, and also display items that the customer can order for a special price. Valid values are:
For more information: See Upselling the Customer in Order Entry for information on promotional pricing, and see Automatically Display Coordinate Items in Order Entry (I53) for more information on adding coordinate items to an order. Optional. |
S/O (soldout) |
Controls whether to generate soldout notifications when an item sells out in order entry or order maintenance. Valid values are:
Optional. |
Mail/Rtl |
Indicates whether this is a mail order or retail order type. Informational only. Valid values are:
Optional. |
Whs |
The warehouse defined for the order type. Used for:
Numeric, 3 positions; optional. |
Screen Option | Procedure |
---|---|
Create an order type |
Select Create to advance to the Create Order Type Screen. |
Change an order type |
Select Change for an order type to advance to the Change Order Type screen. You can change any information on this screen except the order type code. See Create Order Type Screen for field descriptions. |
Delete an order type |
Select Delete for an order type to delete it. Note: When you delete an order type code you lose:
|
Display an order type |
Select Display for an order type to advance to the Display Order Type screen. You cannot change any information on this screen. See Create Order Type Screen for field descriptions. |
Work with user defined fields |
Select User Field for an order type to advance to the Work with User Fields Screen. |
Suppress generation of individual email notifications for the order type |
Select Email Selection for an order type to advance to the Order Type Email Selection Screen. |
Work with email notification templates for the order type |
Select Email Template for an order type to advance to the Order Type Email Template Screen. |
Create Order Type Screen
Purpose: Use this screen to create an order type.
How to display this screen: Select Create at the Work with Order Types Screen
Field | Description |
---|---|
Type |
Indicates how the order was received, such as from the web storefront, a retail integration, or other methods. Alphanumeric, 1 position Create screen: required. Change screen: display-only. |
Description |
The description of the order type. Alphanumeric, 30 positions; required. |
Promo windows |
Controls whether to display promotional pricing windows for orders with this order type. Valid values are:
You can define promotional pricing to take place at the dollar, group, or item level, including:
If you set this field to Promo, a pop-up window opens in Order Entry when the operator enters an item associated with a promotional pricing promotion. See Upselling the Customer in Order Entry. Required. |
Zone date windows |
Controls whether to display an informational zone reservation date window in order entry when the customer orders a zone reservation-coded item. Zone reservation codes identify weather-sensitive inventory, such as plant stock, which require restricted shipping dates. Valid values are:
Generally, you would select for phone orders, since you can notify the customer of the date the item will ship and deselect for mail orders. See Shipping Zone Reservation Overview for more information. |
Soldout notifications |
Controls whether to generate soldout notifications for items that you sell out through order entry or order maintenance. Valid values are:
Note: This flag does not apply to quote orders. The system does not generate soldout notifications for items sold out in order entry or maintenance for quotes. |
Exclude S/O on order confirmation |
Indicates whether to exclude soldout items on the order confirmation email or the Outbound Email XML Message (CWEmailOut). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Note: The system excludes soldout items from the order confirmation email only if the program in the Order Acknowledgement Program (G50) system control value is based on the ECR0318 or ECR0405 base program.For example, you might wish to exclude soldout items on order confirmations for phone orders, but include soldout items for orders you receive through the order API.
Note: If the soldout item is the only item on the order and you exclude soldout items from the order confirmation, the system does not generate the email.
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). |
Mail order/Retail |
Indicates whether to treat the order as a mail order or a retail sale. Informational only. Valid values are:
Required. |
Retail warehouse |
The warehouse defined for the order type. Used for:
In order to enter a warehouse code in this field:
Numeric, 3 positions; optional. |
Immediate B/O notice |
Indicates whether to generate an initial (first) backorder notification card the next time you run Generate Backorder Notices (GBOC). Valid values are:
Typically, you select this setting for mail orders because you do not have an opportunity to inform the customer of the expected delivery date when you enter the order. If you have defined a Number of Days to Delay Initial Backorder Notice (D89), the system does not generate a notice for a backordered item unless the expected ship date is after this number of days.
|
Email notification |
Indicates whether to generate order-related email notifications to the customer. Valid values are:
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). Even if this setting is selected, the system generates email notifications only if all the required information is available and if you have not flagged the notification type at the Order Type Email Selection Screen to prevent generation. See Working with E-Mail Notification Templates (WEMT) for an overview of the logic the system uses to determine whether to generate an email notification, and for information on setting up your company to generate email notifications.
|
On-line authorization |
Indicates whether to perform online credit card authorization during order entry and order maintenance. Valid values are:
See Performing Online Credit Card Authorizations for an overview of the online credit card authorization process. This field displays only if the On-line Authorizations (B89) system control value is selected. Required. |
Address standardization |
Controls whether to use the Experian Data Quality (EDQ) Address Validate API for address standardization.
See Experian Data Quality (EDQ) Address Validate API for an overview and required setup. Required. |
Quote |
Indicates whether an order of this order type is a pre-order quote and not a regular order. Valid values are:
Optional. |
Expiration days |
Indicates the number of days a pre-order quote is valid before it expires. When you accept a pre-order quote in order entry, the system updates the Cancel date for the quote based on the quote’s arrival date and the expiration days specified here. The system removes the cancel date when you convert the quote to an order. Example: If the arrival date for a quote is 10/29/11 and the expiration days defined for the quote order type is 30, the system updates the Cancel date for the quote to 11/28/11. Note: If you change the order type for a quote to another order type whose Quote field is also selected, the system recalculates the cancel date for the quote based on the Expiration days field for the new order type. If an Expiration days has not been defined for the new order type, the system removes the cancellation date from the quote.Note: You can enter a value in this field only if the Quote field is selected.Numeric, 3 positions; optional. |
Pay method required |
Indicates whether a pay method is required on a pre-order quote. Valid values are:
If you change the order type for a quote to another order type whose Quote field is also selected, the setting of the Pay method required field for the new order type determines whether to require a payment method. Note: You can select this field only if the Quote field is selected.Optional. |
Order Type Email Selection Screen
Purpose: Use this screen to prevent the system from generating emails or the Outbound Email XML Message (CWEmailOut) for certain types of notifications for an order type.
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
You might want to prevent generating certain notices for order types that Order Administration fulfills as part of an integration with an external system. For example, if you create store pickup orders as part of the integration with Order Orchestration, you might want to suppress generation of shipment confirmation emails, because the customer picks up the order in a store location rather than receiving a shipment, so the shipment confirmation might confuse the customer; however, you might want to continue generating order confirmation emails for that order type, and you require the Email notification flag to be selected so that store pickup notifications are generated.
To suppress all notifications for an order type, deselect the Email notification flag.
Determining whether to generate an notice:
- If the Email notification flag for the order type is unselected, do not generate any notices. Otherwise,
- If the Email notification flag for the order type is selected, is the notification type included in the Order Type Email Selection screen? If not, generate the notice. Otherwise,
- If the Email notification flag for the order type is selected and the notification type is included at the Order Type Email Selection screen, is the notification type set to Yes? If it is, generate the notice. Otherwise,
- If the notification type is set to No at the Order Type Email Selection screen, do not generate the notice.
Things to note:
- Default setting: If the Email notification flag for the order type is selected, each Order Type Email Selection setting is set to Yes by default.
- Screen access: If the Email notification flag for the order type is unselected, you cannot advance to the Order Type Email Selection screen.
- Additional rules: Each notice type is still subject to the additional generation rules described in Working with E-Mail Notification Templates (WEMT). For example, the system checks the customer’s opt-in/out setting and whether there is an email program defined in the related system control value.
- Quotes: The Order Type Email Selection settings (with the exception of the Soldout Notification setting) do not apply to quote order types, regardless of the setting of the Email notification flag for the quote order type. The system does not automatically generate any emails except the soldout notification for quotes you create through interactive order entry until you accept them and change them to non-quote orders, although you can generate the Quote Confirmation or “Contact Us” emails for a quote on demand. See HTML Format Notification Samples and Contents for examples and more information.
- Template selection is separate: The email selection rules you set at this screen operate independently of the rules that govern which template to use for a notification. See the Order Type Email Template Screen for more information on setting up templates.
Narvar: The Send Email setting for the Shipment Confirmation here does not prevent generating shipment notifications through the Narvar Integration.
How to display this screen: Select Email Selection for an order type at the Work with Order Types Screen. This option is available only if the Email notification flag for the order type is selected.
Field | Description |
---|---|
Order type |
The code and description of the order type you selected at the Work with Order Types Screen. Code: alphanumeric, 1 position; display-only. Description: alphanumeric, 30 positions; display-only. |
Notification type |
The type of notification that you would like to generate or suppress for this order type. Only certain notification types are available for selection; the system automatically generates the additional notification types that are not listed at this screen if the Email notification flag for the order type is selected. Available types:
Note: The Shipment Confirmation setting also controls generation of a request with the customer’s actual email address through the Narvar Integration.Automatic generation of other notification types that are not listed: Any additional notification types that are not listed at this screen are generated automatically for the order type if the Email notification flag for the order type is selected and the customer and order are otherwise eligible. These additional notification types are:
See Working with E-Mail Notification Templates (WEMT) for more information on how the system determines whether to generate various types of notifications. |
Send email |
Controls whether to generate this type of notification for the selected order type: Narvar: The Send Email setting for the Shipment Confirmation here does not prevent generating shipment notifications through the Narvar Integration. Yes (default) = Generate the notification type if the customer and order are eligible. No = Do not generate this notification type for the selected order type. |
Completing this screen: When you first advance to this screen, the Send email flags for each notification type are set to Yes by default. Change the setting of the Send email flag for each notification type you would like to update and select OK. Your changes take effect immediately.
Other updates to notification types: See Email Generation Setup for an overview of setup requirements and options, including the hierarchy for notification template text and the “from” email address.
Order Type Email Template Screen
Purpose: Use this screen to work with the template text for the order, shipment, order cancellation, and order line cancellation confirmation notices for a specific order type. You can also change the setting of the XML only? flag if you would like to specify whether to generate an actual email or the Outbound Email XML Message (CWEmailOut).
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
Note:
The system does not automatically create an order type template. To create a template for one of the notifications types, you need to select the Change option and complete the Change Order Type Email Template Screen.When does the system use this template? The system uses the text and XML only? setting from the order type if there is no template set up at the order type/entity or entity level. The hierarchy for template selection is:
- Order type/entity level (set up through the Entity Email Override by Order Type Screen)
- Entity (set up through the Work with Entity Email Overrides Screen)
- Order type (set up through this screen, the Order Type Email template screen)
- Company (set up through Work with E-Mail Template Screen)
Note:
Although the screen does not prevent you from setting up templates for a quote order type, the system never generates any of the notifications available at this screen until you accept the quote and change it to a new order type; and, at that time, the templates for the new order type apply.These settings are not used for the generation of shipment notifications through the Narvar Integration.
What about other notification types? You cannot set up email templates at the order type or order type/entity level for any other notification types besides the order, shipment, order cancellation, and order line cancellation notices. For the remaining notification types, the hierarchy is:
- Entity (set up through the Work with Entity Email Overrides Screen)
- Company (set up through Work with E-Mail Template Screen)
Notification type selected for order type? The system does not prevent you from creating or changing an email template whose Send email flag is set to No at the Order Type Email Selection Screen, although in this situation the system does not generate the notification.
Narvar integration: The template settings do not apply to shipment notifications generated through the Narvar Integration.
How to display this screen: Select Email Template for an order type at the Work with Order Types Screen. This option is available only if the Email notification flag for the order type is selected.
Field | Description |
---|---|
Order type |
The code and description of the order type you selected at the Work with Order Types Screen. Code: alphanumeric, 1 position; display-only. Description: alphanumeric, 30 positions; display-only. |
Notification type |
A notification type whose template you can create, change, display, or delete at this screen. Notification types you can set up for an order type:
See Working with E-Mail Notification Templates (WEMT) for more information on when the system generates each notification type and the contents of each. |
Option | Procedure |
---|---|
Create a new email template at the order type level |
In the Action drop down list, select Change for a template to advance to the Change Order Type Email Template Screen, where you can enter template text and optionally select the XML only? flag if you would like to generate the Outbound Email XML Message (CWEmailOut) rather than an actual email. Note: There is no Create option at this screen; use the Change option to create a new template.For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). |
Change an existing email template at the order type level |
In the Action drop down list, select Change for a template to advance to the Change Order Type Email Template Screen, where you can change the template text and optionally change the setting of the XML only? flag if you would like to specify whether to generate an actual email or the Outbound Email XML Message (CWEmailOut). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). |
Display an email template at the order type level |
In the Action drop down list, select Display for a template to advance to the Display Order Type Email Template screen, where you can review an existing template or verify whether the template has been set up. See the Change Order Type Email Template Screen for field descriptions. |
Delete an email template at the order type level |
In the Action drop down list, select Change for a template to advance to the Change Order Type Email Template Screen, where you can delete the contents of the template. |
Change Order Type Email Template Screen
Purpose: Use this screen to:
- create a new order type-level template
- change an existing order type-level template
- delete an existing order type-level template
These settings are not used for the generation of shipment-related emails through the Narvar Integration.
How to display this screen: Select Change for a notification type at the Order Type Email Template Screen.
Field | Description |
---|---|
Notice Type |
The notice type you selected at the Order Type Email Template Screen. Display-only. |
Order Type |
The code and description of the order type you selected at the Work with Order Types Screen. Code: alphanumeric, 1 position; display-only. Description: alphanumeric, 30 positions; display-only. |
XML only? |
Indicates whether to generate the Outbound Email XML Message (CWEmailOut) rather than an actual email notification. This XML message includes additional information that is not included in the standard email notice. You might choose to generate the XML message so that you can use the information to produce a reformatted HTML email that includes promotional material. See Outbound Email XML Message (CWEmailOut) for an overview. Valid values are:
Used only if there is text: The system uses the setting of this flag at this level only if there is also text set up for the template at this level. For example, if you select this flag for the order confirmation template for an order type, but do not enter any text, the system continues up the hierarchy and checks the setting for the order confirmation template at the company level (set up through Working with E-Mail Notification Templates (WEMT)). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). |
Text to print above items |
The standard text to include in each email above the information specific to the order. This text is also included in the Outbound Email XML Message (CWEmailOut). Select Dflt Frm Comp to copy the Text to print above items and Text to print below items to the screen from the company-level template, and then edit as needed. Alphanumeric, ten 60-position lines; at least one line required. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). |
Text to print below items |
The standard text to include in each email below the information specific to the order. This text is also included in the Outbound Email XML Message (CWEmailOut). Select Dflt Frm Comp to copy the Text to print above items and Text to print below items to the screen from the company-level template, and then edit as needed. Alphanumeric, three 60-position lines; optional. For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). |
Completing this screen:
- Create a new template:
-
Optionally, select the XML only? flag to Outbound Email XML Message (CWEmailOut) rather than an actual email notification
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
-
Optionally, select Dflt Frm Comp to copy the Text to print above items and Text to print below items to the screen from the company-level template, and then edit as needed.
-
If you did not default text from the company-level template, enter the Text to print above items. You must define at least one line of text.
-
Optionally, enter the Text to print below items
-
Click OK when you are done to save your changes, or click Exit to exit without saving.
-
- Change an existing template:
-
Optionally, change the setting of the XML only? flag indicating whether to generate the actual email or the Outbound Email XML Message (CWEmailOut)
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
-
Optionally, change the Text to print above items or the Text to print below items, or enter additional text.
-
Click OK when you are done to save your changes, or click Exit to exit without saving.
-
- Delete an existing template:
-
Delete each line of text in the Text to print above items and Text to print below items.
-
Click OK when you are done to delete the template, or click Exit to exit without deleting.
-