Sterling Selling And Fulfillment Foundation Distributed_Order_Management_User_Guide Distributed Order Management User Guide

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Sterling Selling and Fulfillment Foundation
Distributed Order Management User Guide
Release 9.1

Sterling Selling and Fulfillment Foundation
Distributed Order Management User Guide
Release 9.1

Note
Before using this information and the product it supports, read the information in “Notices” on page 227.
Copyright
This edition applies to the 9.1 Version of IBM Sterling Selling and Fulfillment Foundation and to all subsequent
releases and modifications until otherwise indicated in new editions.
© Copyright IBM Corporation 1999, 2011.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Chapter 1. Distributed Order
Management Overview ........1
IBM Sterling Distributed Order Management
Overview ...............1
Understanding the Sterling Distributed Order
Management User Interface Icons .......1
Chapter 2. Entering a Resource's Route 5
Entering a Resource's Route .........5
Searching for Service Work Order Appointments . . 5
Viewing Service Work Order Appointments ....5
Assigning Stop Numbers To Appointments for a
Resource................5
Chapter 3. Adding or Removing Service
Tools to a Service Work Order .....7
Adding or Removing Service Tools to a Service Work
Order.................7
Searching for a Service Work Order.......7
Viewing Service Tools for a Service Work Order . . 7
Adding Service Tools to a Service Work Order . . . 8
Removing Service Tools from a Service Work Order . 8
Chapter 4. Determining Whether an Area
is Serviced .............9
Determining Whether an Area is Serviced ....9
Searching for a Serviced Area.........9
Viewing the Available Time Slots for the Service . . 9
Chapter 5. Taking an Appointment on a
Service Work Order .........11
Taking an Appointment on a Service Work Order. . 11
Searching for a Service Work Order ......11
Viewing Planned Appointments .......11
Taking an Appointment ..........11
Selecting the Time Slot for Service Work Order
Appointments ............12
Chapter 6. Managing Team Members on
Service Work Order Appointments . . . 15
Managing Team Members on Service Work Order
Appointments .............15
Changing the Team Members for Service Work
Order Appointments ...........15
Searching for a Service Work Order .....15
Viewing the Team Members ........16
Adding a Team Member .........16
Removing a Team Member ........16
Overriding Team Members for Service Work Order
Appointments .............17
Searching for Service Work Order Appointments 17
Viewing Service Work Order Appointments . . 17
Creating the New List of Team Members . . . 17
Chapter 7. Handling Procurement
Requests..............19
Handling Procurement Requests .......19
Viewing Pending Procurement Requests .....19
Accepting a Procurement Request .......19
Rejecting a Procurement Request .......20
Chapter 8. Answering Permit or
Address Questions .........21
Answering Permit or Address Questions ....21
Searching for an Order ..........21
Viewing the Questions and Answers for an Order 21
Answering Questions on an Order.......22
Chapter 9. Create Order Screens . . . 23
Order Entry Screen ............23
Chapter 10. Order Console Screens . . 25
Order Search By Status Screen ........25
Order Search By Item Screen ........26
Order Search By Date Screen ........27
Order Search By Address Screen .......28
Order Search By Draft Orders Screen ......29
Order List Window ............29
Detailed Order List Screen .........31
Order Detail Screen............32
Modify Ship To Address Screen........39
View Availability Notes Screen ........40
Order Alerts Screen............40
More Order Attributes Screen ........41
Order Releases for Order Screen .......43
Work Orders Screen ...........43
Work Order Audits Screen .........45
Order Invoices Screen ...........45
Invoice Details Screen ...........46
Order Shipment Items and Containers Screen . . . 47
Order Shipments Screen ..........48
Order Instructions Screen ..........49
Notes Screen ..............49
More Order Addresses Screen ........50
Order Negotiations Screen .........50
Order Negotiation Details Screen .......51
Order Negotiation History Screen .......54
Types of Related Orders ..........56
Related Orders Screen ...........56
Order Audits Screen ...........57
Order Audit Details Screen .........58
Order Dates Screen ............58
Receiving Discrepancies Screen ........59
Using Schedule Order ...........59
Schedule Order Screen...........60
Release Order Screen ...........60
View Holds Screen ............61
Add Holds Screen ............61
© Copyright IBM Corp. 1999, 2011 iii
View History Screen ...........62
Returnable Order Lines Screen ........62
Associate Delivery Request Screen.......63
Add Delivery Request Screen ........64
Work Order Entry Screen ..........65
Copy Order Screen ............66
Order Status Breakup Screen ........66
Order's Tag Number Details Window......67
Modifying an Order's Carrier and Carrier Service . 68
Order Charge and Tax Summary Screen .....68
Overall Order Charges Screen ........70
Overall Order Taxes Screen .........71
Remaining Order Charges Screen .......71
Remaining Order Taxes Screen ........72
Modifying an Invoiced Order Charge......72
Invoiced Order Charges Screen ........73
Invoiced Order Taxes Screen.........73
Order Payment Information Screen ......74
Add Order Payment Information Screen .....79
Modify Order Payment Information Screen ....82
Create Credit Memo Screen .........86
Create Debit Memo Screen .........86
Order Collection Details Screen........87
Charge Screen .............90
Authorize Screen ............90
Refund Screen .............91
Order Line Search By Status Screen ......91
Order Line Search By Item Screen .......92
Order Line Search By Date Screen .......93
Order Line Search By Draft Orders Screen ....93
Order Line List Screen...........94
Order Line Detail Screen ..........95
Order Releases for Order Line Screen......99
Order Line Instructions Screen .......100
Bundle Components Screen.........100
Kit Components Screen ..........101
More Order Line Addresses Screen ......101
Viewing an Order Line's Chained Order Lines . . 102
Related Order Lines Screen .........102
Item Attributes Screen ..........103
Order Line Dates Screen..........104
Inventory Information Screen ........104
Associated Service Requests Screen ......105
Add Service Requests Screen ........106
Order Line Audits Screen .........107
Line Availability Screen ..........108
Create Dependency Screen .........109
View Dependency Screen .........110
Item Substitution Screen ..........111
Add Kit Line Screen ...........112
Overall Order Line Charges Screen ......112
Overall Order Line Taxes Screen .......113
Remaining Order Line Charges Screen .....113
Remaining Order Line Taxes Screen ......114
Modifying an Order Line Charge .......115
Invoiced Order Line Charges Screen ......115
Invoiced Order Line Taxes Screen.......116
Order Line Status Breakup Screen ......116
Order Release Search By Status Screen .....117
Order Release Search By Item Screen .....118
Order Release Search By Date Screen .....120
Order Release Search By Logistics Screen ....120
Order Release List Screen .........121
Order Release Details Screen ........122
Order Release Shipments Screen .......124
More Order Release Addresses Screen .....125
Notes Screen .............125
Order Release Dates Screen.........126
Backordering an Order Release .......126
Order Release Status Breakup Screen .....126
Order Release Line Status Breakup Screen ....127
Service Request Search By Item Screen .....127
Service Request Search By Draft Orders Screen . . 127
Service Item List Window .........128
Service Request List Window ........129
Service Request Details Screen........129
Service Request Instructions Screen ......131
More Service Request Addresses Screen ....132
Service Request Dates Screen ........132
Service Request Additional Attributes Screen . . . 133
Service Request Status Breakup Screen .....133
Overall Service Request Charges Screen ....134
Overall Service Request Taxes Screen .....134
Remaining Service Request Charges Screen . . . 134
Remaining Service Request Taxes Screen ....135
Invoiced Service Request Charges Screen ....136
Invoiced Service Request Taxes Screen .....136
Delivery Request Search By All Attributes Screen 137
Delivery Request Search By Draft Orders Screen 137
Delivery Request List Screen ........138
Delivery Request Details Screen .......139
Additional Product Lines Screen .......141
Delivery Request Instructions Screen .....142
More Delivery Request Addresses Screen ....142
Delivery Request Dates Screen .......143
Delivery Request Additional Attributes Screen . . 143
Overall Delivery Request Charges Screen ....143
Overall Delivery Request Taxes Screen .....144
Remaining Delivery Request Charges Screen . . . 144
Remaining Delivery Request Taxes Screen ....145
Invoiced Delivery Request Charges Screen....146
Invoiced Delivery Request Taxes Screen ....146
History Order Details Screen ........147
Modification Reason Screen ........147
Organization Details Screen ........147
Organization Address Details Screen .....148
Questions ..............149
Chapter 11. Create Outbound
Shipment Screens .........151
Create Outbound Shipment Screens ......151
Shipment Entry for Outbound Shipments ....151
Shipment Supervisory Overrides for Outbound
Shipments ..............152
Chapter 12. Outbound Shipment
Console Screens ..........153
Outbound Shipment Console Screens .....153
Outbound Shipment Search By Status .....153
Outbound Shipment Search By Date......154
Outbound Shipment Search By Carrier .....155
iv Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Outbound Shipment Search By Item......155
Outbound Shipment Search By Wave .....156
Outbound Shipment Search By Profiling ....157
Shipment List .............158
Shipment Details ............159
Special Services List ...........164
Modify Shipment ............164
Address Details ............165
Charges ...............165
Shipment Loads ............166
Shipment Containers ...........167
Shipment Instructions ..........168
Shipment Status Audits ..........168
Shipment Dates ............169
Alerts ................170
Additional Attributes ...........171
Shipment Activity Demand.........172
Shipment Audits ............173
Logical Kits ..............175
Pack Containers ............176
Packing a Container ...........178
Print ................178
Cancel Selected Shipments .........178
Split Shipment .............179
Split Shipment Lines ...........180
Create Alerts .............180
Ship Node Detail ............180
Organization Details ...........181
Select Delivery Plan ...........181
Shipment Line Details ..........182
Add Release..............183
Create Wave..............183
Containers ..............183
Container Search By All Attributes ......184
Container Search By Status .........184
Container List .............185
Container Details ............186
Container Return Tracking Numbers .....189
Serial Details .............189
Container Status Audits ..........190
Container Activity List ..........191
Pack or Unpack ............192
Delete Selected Containers .........192
Modify Containerization..........192
Resolve Short Picked Containers .......194
Dock Appointment Search By All Attributes . . . 194
Dock Schedule Details ..........195
Dock Appointment ...........196
Dock Group Details ...........198
View Holds ..............198
Add Holds ..............200
View History .............200
Chapter 13. Service Work Order
Console Screens ..........201
Service Work Order Console Screens .....201
Work Order Search By All Attributes .....201
Work Order List ............202
Work Order Details ...........202
Work Order Alerts............206
Work Order Status Audits .........207
Work Order Instructions..........208
Work Order Notes............208
Service Tools .............208
View Holds ..............209
Add Holds ..............210
View History .............210
Service Location ............210
Plan Work Order Appointment .......211
Product Availability ...........214
Change Nodes .............215
Resource Availability ...........215
Record Completion ...........216
Record Service Failure ..........216
Work Order Appointments .........217
Execution Details ............218
Add Service Lines ............218
Add Products Being Delivered .......219
Modify Work Order ...........219
Cancel Work Order ...........219
Questions ..............220
Chapter 14. Accept/Reject Transfer
Console Screens ..........221
Accept/Reject Procurement Requests .....221
Chapter 15. Serviced Area Search
Screens ..............223
Serviced Area Search Screens ........223
Serviced Area Search ...........223
Serviced Area List ............223
Chapter 16. Route Entry Screens . . . 225
Route Entry Screens ...........225
Work Order Appointments Search ......225
Route Entry ..............225
Override Team Members .........226
Notices ..............227
Index ...............231
Contents v
vi Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 1. Distributed Order Management Overview
IBM Sterling Distributed Order Management Overview
Distributed Order Management enables you to manage the lifecycle of sales orders.
The Sterling Selling and Fulfillment Foundation: Product Concepts Guide introduces
concepts regarding sales orders. This document builds on that guide and explains
how to use the Order consoles.
The Distributed Order Management module consists of the following components:
vCreate Order Console - enables you to create order, draft orders and transfer
orders. The screen level information is explained in Create Order Screens.
vOrder Console - enables you to view order details, order alerts, order releases,
order invoice details, order shipments, order instructions and notes. The screen
level information is explained in Order Console Screens.
vCreate Outbound Shipment - enables you to create a outbound shipment and
setting up shipment supervisory overrides. The screen level information is
explained in Chapter 11, Create Outbound Shipment Screens.
vOutbound Shipment Console - enables you to track outbound shipments and
container, create picklist, splitting shipments and so on. The screen level
information is explained in Chapter 12, Outbound Shipment Console Screens.
vService Work Order Console - enables you to view the service work order
related information. You can plan new appointments, add provided or delivery
services or modify existing work orders. The screen level information is
explained in Chapter 13, Service Work Order Console Screens.
vAccept/Reject Transfer Console - enables you to viewing pending transfers from
your location. You can accept or reject transfers. The screen level information is
explained in Accept/Reject Transfer Console Screens .
vServiced Area Search - enables you to search by zip code and determine
whether a service is available for a specific area. The screen level information is
explained in Chapter 15, Serviced Area Search Screens.
vRoute Entry - enables you to enter a resource's route. The screen level
information is explained in Chapter 16, Route Entry Screens.
Understanding the Sterling Distributed Order Management User
Interface Icons
The following table describes the icons used in the Sterling Distributed Order
Management user interface.
Table 1. Sterling Distributed Order Management User Interface Icons
Icon Name Description
Activity Demand Enables you to view the activity demand for a
shipment, container and so on.
Add Enables you to add an instruction line,
charges, and so on.
Add Preferred Indicates the preferred time slot for the
customer.
© Copyright IBM Corp. 1999, 2011 1
Table 1. Sterling Distributed Order Management User Interface Icons (continued)
Add Provided
Service
Enables you to associate a provided service
request with an order or order line.
Additional
Attributes
Enables you to specify additional attributes
for identification, shipping and so on.
Additional
Questions
Enables you to answer questions about the
address.
Additional
Questions Check
Indicates one or more questions about the
address have been answered.
Address Enables you to add or modify an address.
Address Details Enables you to view, modify, or add an
address.
Alert Enables you to view the alerts for an order,
shipment and so on.
Audit Enables you to view the list of audits for the
order, container and so on.
Calendar Enables you to select a date from the calendar.
Chained Orders Enables you to view related orders or order
lines.
Charges and Taxes Enables you to add, modify, or view the
charges and discounts for an order, shipment,
and so on.
Containers Enables you to view all packed containers
included in the shipment.
Delete Enables you to remove a team member, time
slot and so on.
Delivery Item Enables you to view the delivery service
request associated with the order or order
line.
Dependent Child Enables you to view the order line's
dependency.
Dependent Parent Enables you to view the order line's
dependency.
Gift Indicates an order line that is a gift.
Instructions Enables you to view, modify, or add
instructions for a work order, shipment and so
on.
Instructions URL Enables you to specify the instruction URL.
Inventory
Information
Enables you to add the tag identifiers and tag
attributes for the order line.
Invoices Enables you to view the order invoices.
Kit Components Enables you to view the order line's kit
components or bundle components.
Line Has
Constraints
Indicates the line has some associated
constraints.
2Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 1. Sterling Distributed Order Management User Interface Icons (continued)
Load Enables you to view the loads that are
carrying the shipment.
Lookup Enables you to search for shipments, team
members and so on.
Negotiations Enables you to view the list of order
negotiations.
Nonworking Day Indicates the line's nonworking days.
Notes Enables you to add notes or contact
information for an order, work order and so
on.
Notes Check Indicates notes or contact information have
already been entered for the order, work order
and so on.
Order Releases Enables you to view the list of releases for the
order, based on the release number, ship node
and status.
Payment Collection Enables you to view collection details for the
order.
Payment Types Enables you to view the payment information
for the selected payment rule. You can also
add or create payment types, debit or credit
memos.
Permit Questions Enables you to answer permit questions for an
order.
Permit Questions
Check
Indicates one or more permit questions have
already been answered.
Plus Enables you to alternatively view and hide
details about the selected object, such as tag
details or sequence details.
Provided Item Enables you to view or cancel the service
requests associated with the order or order
line.
Reservations Indicates the item availability date.
Return Receipt Enables you to view receipt information for
the order.
Return Receipt
History
Enables you to record any discrepancies found
when receiving an order.
Service Tools Enables you to add or remove the service
tools associated with the work order.
Shipment Data
Types
Enables you to view or modify shipment
dates and delivery dates.
Shipments Enables you to view the shipment and
container details of the order release.
Shipping Cartons Enables you to view the expected ship date.
Timestamp Enables you to enter the time.
Toggle Enables you to enter the serial range of the
items for pack containers.
Chapter 1. Distributed Order Management Overview 3
Table 1. Sterling Distributed Order Management User Interface Icons (continued)
View History Enables you to view the history of the
shipments that are held.
Warning Indicator Indicates the item is waiting for acceptance
from a store or node.
Work Order Hold Enables you to view holds that are applied to
the shipment.
Work Orders Enables you to view the related work orders
associated with the sales order, delivery
request and so on.
The following table describes the color icons used in the Dock Appointment
Calendar.
Table 2. Color Icons in the Dock Appointment Calendar
Icon Name Description
Blue Indicates an appointment for the searched
criteria.
Click a slot to modify an existing
appointment.
Cyan Indicates appointments that do not match the
searched criteria.
Click a slot to modify an existing
appointment.
Gray Indicates free slots for which new
appointments can be taken.
Click a slot to create a new dock appointment.
Black Indicates the unavailable slots due to the
calendar constraints.
4Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 2. Entering a Resource's Route
Entering a Resource's Route
Typically, a resource has to perform more than one service on a given day. The
sequence in which services are completed can be determined ahead of time to
ensure an optimal route with the minimum amount of time and distance in
between each stop.
If you have already determined your resource's route for a day, you can use the
route entry functionality of Sterling Selling and Fulfillment Foundation to record
which stop number corresponds to which appointment.
This can be done in the following steps:
1. Search for service work order appointments
2. View service work orderappointments
3. Assign stop numbers to appointments for a resource
Searching for Service Work Order Appointments
About this task
To search for service work order appointments:
Procedure
1. From the navigation bar, select Order >Route Entry. The Work Order
Appointments Search screen displays.
2. Enter the search criteria for the service work order as applicable. For more
information about the search criteria, see the Work Order Search By All
Attributes Table.
3. When you've entered the applicable information, click Search. This takes you to
the Route Entry screen.
Viewing Service Work Order Appointments
If no resource pool has been selected as part of the search criteria in the Work
Order Appointments Search screen, all the appointments for all resource pools are
listed for the selected date. Each inner panel corresponds to a resource pool, with
the pool's name as the title.
Assigning Stop Numbers To Appointments for a Resource
About this task
To assign stop numbers for appointments:
Procedure
1. In the Resource column, select the resource that carries out this appointment
from the drop-down list.
2. In the Stop # column, enter the stop number for the appointment.
© Copyright IBM Corp. 1999, 2011 5
3. In the Expected Start Time column, enter the time when the appointment is
expected to start, or click the Timestamp icon and select it from the pop-up
window.
4. In the Expected End Time column, enter the time when the appointment is
expected to end, or click the Timestamp icon and select it from the pop-up
window.
5. Once you are satisfied with your route, click Save.
6Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 3. Adding or Removing Service Tools to a Service
Work Order
Adding or Removing Service Tools to a Service Work Order
Some service work orders may require special tools such as a ladder or a tool kit
to perform the service. Sterling Selling and Fulfillment Foundation lets you
associate one or more service tools to a service work order. The task assumes that a
service work order has already been created. Service tools can be added to the
service work order before the appointment, as a planning activity, or afterwards, to
keep track of which tools service work orders generally require.
About this task
This can be done in the following steps:
Procedure
1. Search for a service work order.
2. View service tools for a service work order.
3. Add or remove service tools for a service work order.
Searching for a Service Work Order
About this task
To search for applicable service work orders:
Procedure
1. From the navigation bar, select Order > Service Work Order Console. The Work
Order Search By All Attributes screen displays.
2. Enter the search criteria for the work order as applicable. For more information
about this search criteria, see Table 306 on page 201.
3. When you've entered the applicable information, click Search. The Work Order
List screen displays.
4. Select the checkbox of the service work orders for which you want to view
details, and click the View Details action. The Work Order Details screen
displays where you can view details for the service work order you selected.
Viewing Service Tools for a Service Work Order
About this task
From the Work Order Details screen, you can view the service tools that can be
associated with the service work order.
In the Primary Information inner panel, click the Service Tools icon. The Service
Tools screen displays. The Service Tools inner panel displays the service tools that
can be associated with the service work order.
© Copyright IBM Corp. 1999, 2011 7
Adding Service Tools to a Service Work Order
About this task
From the Service Tools Tools screen, you can add service tools for the service work
order. To add a service tool to a service work order:
Procedure
1. Check the checkbox next to the identifier of the service tool.
This enables the Required Quantity and Comments text boxes.
2. If necessary, enter the required quantity, and any additional comments.
3. Click Save.
Removing Service Tools from a Service Work Order
About this task
From the Service Tools Tools screen, you can remove service tools for the service
work order. To remove a service tool from a service work order:
Procedure
1. Uncheck the checkbox next to the identifier of the service tool you want to
remove.
2. Click Save.
8Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 4. Determining Whether an Area is Serviced
Determining Whether an Area is Serviced
If a customer walks into your store and wants to know whether his postal code is
serviced by your store for a given type of service, you can use the Serviced Area
Search console to find out that information.
This assumes that you are able to map the requested service to a service type as
defined in the Applications Manager.
This can be done in the following steps:
1. Search for a serviced area
2. View the available time slots
Searching for a Serviced Area
About this task
To search for a serviced area:
Procedure
1. From the navigation bar, select Order > Serviced Area Search. The Serviced
Area Search screen displays.
2. Enter the search criteria for the service work order as applicable. For more
information about the search criteria, see Table 345 on page 223.
3. When you have entered the applicable information, click Search. The Serviced
Area List screen displays.
Viewing the Available Time Slots for the Service
You can view the available time slots for the requested service and postal code
combination in the Serviced Area List screen.
Sterling Selling and Fulfillment Foundation looks for capacity across all the
resource pools for the specified Enterprise. If slots are available for the requested
postal code, the Available Slots inner panel displays.
Each time slot displays as a row, and each day of the week as a column. The boxes
show whether or not the requested postal code can be serviced for each time slot,
each day, as follows:
vIf the requested postal code is serviced for the day of the week, and capacity is
available, a green checkmark appears.
vIf the requested postal code is serviced for the day the week, but capacity is not
available, a red cross appears.
vIf the requested postal code is not ever serviced for the day of the week, a grey
background appears, with no icon on top of it.
© Copyright IBM Corp. 1999, 2011 9
10 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 5. Taking an Appointment on a Service Work Order
Taking an Appointment on a Service Work Order
Once a service work order has been created, an appointment has to be taken for
the service to be completed.
When taking the appointment, there can be additional factors such as considering
supplemental capacity or trying to schedule a customer’s appointments against his
preferred time slots.
This can be in done in the following steps:
1. Search for a service work order
2. View planned appointments
3. Take an appointment
Searching for a Service Work Order
About this task
To search for applicable service work orders:
Procedure
1. From the navigation bar, select Order > Service Work Order Console. The
Table 306 on page 201screen displays.
2. Enter the search criteria for the work order as applicable.
3. When you've entered the applicable information, click Search. The Work Order
List screen displays.
4. Select the checkbox of the service work orders for which you want to view
details, and click the View Details action. The “Work Order Details” on page
202 screen display where you can view details for the service work order you
selected.
Viewing Planned Appointments
About this task
To view planned appointments:
Procedure
1. In the Work Order Details screen, go to the Open Appointments inner panel.
2. If you are in a multiple appointments context, select the appropriate work
order and click the View Execution Details action. Otherwise, click the View
Execution Details action. This takes you to the "Execution Details" screen.
Taking an Appointment
When taking an appointment for a service work order, there are some
considerations you might want to think about. For example, supplemental capacity,
node notification time, or preferred customer slot.
© Copyright IBM Corp. 1999, 2011 11
Considering Supplemental Capacity
The Supplemental capacity may be defined for the selected resource pool.
Sterling Selling and Fulfillment Foundation can be configured to automatically
consider that extra capacity every time an appointment is taken for certain
preferred customers. If that is not the case, however, and you want to consider
supplemental capacity on a single appointment, check the Consider Supplemental
Capacity checkbox in the Override inner panel.
Considering Node Notification Time
Ship nodes generally require a certain notification time for them to be able process
a service request. If this is a high priority service request, you can ignore that
minimum notification time for the node. To do this, check the Ignore Node
Notification Time checkbox in the Override inner panel.
Considering Product Availability
Sterling Selling and Fulfillment Foundation considers product availability when
displaying the available appointment slots. If there is no product availability
during an appointment slot, that slot is not available.
Clicking on the Product Availability action in the Constraints inner panel takes you
to the Product Availability screen, where you can use the Change Nodes action to
specify a different ship node or procure from node if there is no product
availability at the current ship node.
You can also check the Ignore Product Availabilty checkbox in the Override
inner panel to remove this restraint and plan appointments without considering
product availability.
Awaiting Procurement Confirmation
If configured, Sterling Selling and Fulfillment Foundation enables the procure from
node to manually confirm transfer requests. While product lines are awaiting
confirmation from the procure from node, the message "Few Prod Lines Are
Awaiting Procurement Confirmation" is displayed in the Constraints inner panel.
Clicking on the Product Availability action in the Constraints inner panel takes you
to the Product Availability screen, where you can use the Change Nodes action to
specify a different procure from node that may not require procurement
confirmation.
You can also check the Ignore Product Availabilty checkbox in the Override
inner panel to remove this restraint and plan appointments without considering
product availability.
Selecting the Time Slot for Service Work Order Appointments
About this task
To select the date from which you want to start looking at available appointment
slots:
12 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Procedure
1. In the Available Slots inner panel, click the Calendar icon in the Start Date
field.
2. Enter how far you into the future you want to look for appointments in the
Number Of Days To Consider field.
3. Once you are satisfied with the search parameters, click GO. A grid with time
slots and days displays.
4. Select any time slot on the grid where an Add icon is displayed. If the buyer
on the order is a preferred customer and preferred time slots have been defined
for that customer, they are marked by an Add Preferred icon instead.
5. Once you have selected the appropriate appointment slot, click the Save
Appointment action in the Work Order inner panel, and the appointment is
saved.
Results
If a Preferred Resource Pool ID and a Preferred Resource ID were specified on the
Capacity Information panel of the Work Order Details screen, they are populated
in the Override inner panel in this screen. You may, however, change them if no
available slots are found, or if the slots that were found did not accommodate the
customer's schedule.
Chapter 5. Taking an Appointment on a Service Work Order 13
14 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 6. Managing Team Members on Service Work Order
Appointments
Managing Team Members on Service Work Order Appointments
A team member is an individual to whom the execution of the service work order
appointment is assigned.
Typically, a service resource is composed of several team members. These team
members are defined for each resource in the Applications Manager. When taking
service work order appointments, Sterling Selling and Fulfillment Foundation
automatically assigns the resource's team members to the appointment, if they
have been defined, and the resource has been selected in the service work order
details.
Managing team members on your service work order appointments can offer
benefits such as facilitating integration with financial systems to ease payroll
processing.
This task assumes that a service work order has already been created and an
appointment has already been taken for it.
You have, however, the flexibility to change the assigned team members on service
work order appointments.
This can be accomplished by:
vChanging the team members for service work order appointments
or
vOverriding team members for service work order appointments
Changing the Team Members for Service Work Order Appointments
About this task
Changing team members on an appointment involves adding or removing a team
member to or from an existing list for any number of appointments in a single
service work order. For instance, this could be used to replace a team member that
is on sick leave with another member.
This can be done in the following steps:
Procedure
1. Search for a service work order
2. View the team members
3. Add or remove the team members
Searching for a Service Work Order
About this task
To search for applicable service work orders:
© Copyright IBM Corp. 1999, 2011 15
Procedure
1. From the navigation bar, select Order > Service Work Order Console. The Work
Order Search By All Attributes screen displays.
2. Enter the search criteria for the work order as applicable. For more information
about the search criteria, see Table 306 on page 201.
3. When you have entered the applicable information, click Search. This takes you
to the Work Order List screen.
4. Select the checkbox of the service work orders for which you want to view
details, and click the View Details action. This takes you to the Work Order
Details screen for the service work order you selected.
Viewing the Team Members
About this task
To view the team members currently assigned to an appointment:
Procedure
1. From the Work Order Details screen, go to the Open Appointments inner panel.
2. Click the View Execution Details action.
In the case of multiple appointments, select the appointments for which you
want to manage team members, and click the View Execution Details action.
The Execution Details screen displays in a pop-up window.
The Team Members inner panel displays the team members currently assigned
to this appointment. If a Resource Pool ID and a Resource ID have been
specified in the Capacity Information inner panel of the Work Order Details
screen, and team members have been defined for that resource in the
Applications Manager, they are automatically populated in the Execution
Details screen.
Adding a Team Member
About this task
To add a team member to an appointment:
Procedure
1. Click the Add icon in the Team Members inner panel.
2. In the text box, enter the identifier of the team member or click the Lookup
icon to look it up.
3. If you are ready to add the team member, click Save. If you do not want to add
the team member, click the Delete icon.
Removing a Team Member
About this task
To remove one or more team members from this appointment:
Procedure
1. Select the checkbox of the team members you want to remove.
2. Click the Remove action in the Team Members inner panel.
16 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Overriding Team Members for Service Work Order Appointments
About this task
Overriding team members for service work order appointments overwrites the
current list of members with a new one. Therefore, this feature cannot be used to
add or remove a team member from a pre-existing list. However, you can do this
for a number of appointments for different service work orders at once.
This can be done in the following steps:
Procedure
1. Search for service work order appointments
2. View service work order appointments
3. Create the new list of team members
Searching for Service Work Order Appointments
About this task
To search for service work order appointments:
Procedure
1. From the navigation bar, select Order >Route Entry. The Work Order
Appointments Search screen displays.
2. Enter the search criteria for the service work order as applicable. For more
information about the search criteria, see the Work Order Search By All
Attributes Table.
3. When you've entered the applicable information, click Search. This takes you to
the Route Entry screen.
Viewing Service Work Order Appointments
About this task
If no resource pool has been selected as part of the search criteria in the Work
Order Appointments Search screen, all the appointments for all resource pools are
listed for the selected date. Each inner panel corresponds to a resource pool, with
the pool's name as the title.
Creating the New List of Team Members
About this task
To override Team Members for appointments and create a new list:
Procedure
1. Select the appointments for which you want to override the team members.
2. Click the Override Team Members action. The Override Team Members screen
displays in a pop-up window.
3. In the Override Team Members screen, click the Add icon. In the text box, enter
the identifier of the team member or click the Lookup icon to look it up. If you
want to remove a team member from your new list, click the Delete icon.
4. Once you are satisfied with your list, click Save.
Chapter 6. Managing Team Members on Service Work Order Appointments 17
18 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 7. Handling Procurement Requests
Handling Procurement Requests
Certain nodes require you to manually confirm transfer requests before a
procurement order is placed. This allows you to determine whether the desired
inventory is physically available and prevent the possible reservation of
unavailable inventory due to an incorrect inventory picture. This functionality is
used based on your configuration defined in the Applications Manager, and
appears in the Application Console if applicable to your node.
This task assumes that a procurement request has already been placed against your
node and that your node has been configured to require manual transfer
acceptance. As an Application Console node user, you can accept or reject these
requests.
Viewing Pending Procurement Requests
About this task
To search for pending procurement requests.
Procedure
From the navigation bar, select Order > Accept/Reject Transfers. The Accept/Reject
Procurement Requests screen displays all requests currently awaiting reservation
acceptance.
Accepting a Procurement Request
About this task
From the Accept/Reject Procurement Requests screen, you can accept or reject
pending procurement requests after determining whether the requested inventory
is physically available at your node. You can also accept or reject multiple requests
at once.
When accepting a procurement request, you have the ability to accept all of the
requested quantity or only part of the requested quantity. To accept a procurement
request:
Procedure
1. Identify the requests you want to accept.
2. From the Action dropdown, select Accept.
3. In the Action Quantity field, enter the amount you want to accept. On default,
the action quantity is the total requested quantity.
4. Click Save to confirm your acceptance. The screen updates with your changes.
Note: When accepting less than the total requested quantity, the remaining
quantity is rejected.
© Copyright IBM Corp. 1999, 2011 19
Rejecting a Procurement Request
About this task
From the Accept/Reject Procurement Requests screen, you can accept or reject
pending procurement requests after determining whether the requested inventory
is physically available at your node. You can also accept or reject multiple requests
at once.
When rejecting a procurement request, all of the requested quantity is rejected. To
reject a procurement request:
Procedure
1. Identify the requests you want to reject.
2. From the Action dropdown, select Reject.
3. The Action Quantity field is displays the total requested quantity. This field
cannot be changed.
4. Click Save to confirm your rejection. The screen updates with your changes.
20 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 8. Answering Permit or Address Questions
Answering Permit or Address Questions
Certain orders may require you to answer permit or address questions. Questions
can be pre-configured in the Applications Manager and appear for an order in the
Application Console.
This task assumes that an order has already been created and that questions and
answer options are used in your service processes.
As an Application Console user, you can add or modify answers on the
questionnaire.
Searching for an Order
About this task
To look for the applicable orders:
Procedure
1. From the navigation bar, select Order > Order Console. The Order Search By
Status Screen screen displays.
2. Enter the search criteria for the order as applicable. When you have entered the
applicable information, click Search. This takes you to the Order List Window
screen.
3. Select the checkbox of the orders for which you want to view details, and click
the View Details action. This takes you to the Order Detail Screen screen.
Viewing the Questions and Answers for an Order
From the Order Detail Screen screen, you can view the questions that can be
answered for the order.
Table 3. Viewing Questions and Answers for the Order
Type of Question Description
Address questions In the Ship To panel, clicking the Additional Questions icon
takes you to the Address “Questions” on page 149 screen,
which displays the address questions that can be answered
for this order.
The Additional Questions Check icon displays in the Ship To
panel if any answers to address questions currently exist for
this order.
Permit questions Clicking the Permit Questions icon takes you to the Permit
“Questions” on page 149 screen, which displays the permit
questions that can be answered for this order.
The Permit Questions Check icon displays in the Ship To
panel if any answers to permit questions currently exist for
this order.
© Copyright IBM Corp. 1999, 2011 21
The “Questions” on page 149 screen also displays any answers that have been
previously entered.
Answering Questions on an Order
About this task
From the “Questions” on page 149 screen, you can add answers or modify
previous answers for questions on the Order.
The address or permit questions and answer options that display are
pre-configured. Once you have selected or entered your necessary answers, click
Save.
Note that answer to address questions may have capacity impact, that affect the
calculated capacity required to perform the service. Therefore, address questions
should be answered to ensure that appropriate capacity is calculated to perform
the service.
22 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 9. Create Order Screens
Order Entry Screen
You can create a sales order or a transfer order using this screen.
You can also create an order by copying an existing order. For more information
about copying orders, see Copy Order Screen.
Table 4. Order Entry
Field Description
Document Type Select the type of order document you are creating. For
example, Sales Order or Transfer Order.
Enterprise Select the Enterprise that is to handle the order.
Buyer Enter the Buyer placing the order.
Seller Enter the Seller that the order is being placed from.
Order # Enter the order number.
Type This field can be customized as needed.
Date Enter the date the is placed.
Currency Select the currency with which any transactions are to be
handled in.
Once the field details are entered, click the Create Order button. The Order Detail
Screen screen displays.
© Copyright IBM Corp. 1999, 2011 23
24 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Chapter 10. Order Console Screens
Order Search By Status Screen
You can search for orders that fall under a particular status with the help of this
screen.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 5. Order Search By Status
Field Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number you are searching for, if applicable.
Buyer Enter the Buyer of the orders you want to search for, if
applicable.
Seller Enter the Seller of the orders you want to search for, if
applicable.
Exchange Order With Type Check this if the order you want to search for is an exchange
order
If this is checked, you can select from the drop-drown list the
exchange type of the order for which you want to search. If
no exchange type is selected, Sterling Selling and Fulfillment
Foundation searches for all the exchange order types.
Buyer Account Number Enter the Buyer's account number you want the orders you
are searching for to be associated with, if applicable.
Order Line Status Select the status range of the orders you want to search for, if
applicable.
Payment Status Select the payment status the orders you are searching for are
in, if applicable.
Held Orders Select if the orders you are searching for are being held.
Sale Voided Orders Select if the orders you are searching for are voided.
Hold Type If you selected Held Orders, select the hold type with which
the orders you are searching for are associated.
© Copyright IBM Corp. 1999, 2011 25
Table 5. Order Search By Status (continued)
Field Description
Order State Select to search for orders in one of the following conditions:
vOpen - orders that have not been closed
vRecent - all orders (open and closed) that have not yet been
sent to the history tables
vHistory - orders that have been sent to the history tables
vAll - all orders (open, recent, and history)
Max Records Enter the maximum number of orders you want returned
from your search.
The Order List Window screen is displayed as a result of this status search.
Order Search By Item Screen
You can search for orders based on the item information such as product class, unit
of measure, item ID and so on.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 6. Order Search By Item
Field Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number you are searching for, if applicable.
Buyer Enter the Buyer of the orders you want to search for, if
applicable.
Seller Enter the Seller of the orders you want to search for, if
applicable.
Item ID Enter the item ID to search for orders containing a specific
item, if applicable.
Product Class Select an item product class to search for orders containing an
item that has a specific product class, if applicable.
UOM Select an item unit of measure to search for orders containing
an item that has a specific unit of measure, if applicable.
Item Description Enter the item description you want the orders you are
searching for to be associated with, if applicable.
Customer Item ID Enter the customer's item ID to search for orders containing
an item that has a specific customer item ID, if applicable.
26 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 6. Order Search By Item (continued)
Field Description
Customer PO Number Enter the customer's purchase to search for orders containing
an item that has a specific customer purchase order number,
if applicable.
Max Records Enter the maximum number of orders you want returned
from your search.
The Order List Window screen is displayed as a result of the order search by item.
Order Search By Date Screen
You can search for orders that fall within a particular date range for shipments and
delivery with the help of this screen.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 7. Order Search By Date
Field Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number you are searching for, if applicable.
Buyer Enter the Buyer of the orders you want to search for, if
applicable.
Seller Enter the Seller of the orders you want to search for, if
applicable.
Buyer Account Number Enter the Buyer's account number with the orders you want
to search for, if applicable.
Order Date Enter the order date range through which you want to search
for orders, if applicable.
Requested Ship Date Enter the requested shipping date range through which you
want to search for orders, if applicable.
Requested Delivery Date Enter the requested delivery date range through which you
want to search for orders, if applicable.
Max Records Enter the maximum number of orders you want returned
from your search.
The Order List Window screen is displayed as a result of this order search by date.
Chapter 10. Order Console Screens 27
Order Search By Address Screen
You can search for orders that belong to a billing or shipping address with the help
of this screen.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 8. Order Search By Address
Field Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use. Or choose Across Enterprises to use
of all the Enterprises.
Order Number Enter the order number you are searching for, if applicable.
Buyer Enter the Buyer of the orders you want to search for, if
applicable.
Seller Enter the Seller of the orders you want to search for, if
applicable.
Item ID Enter the item ID to search for orders containing a specific
item, if applicable.
Address Lookup Select an address by clicking on the address lookup. Select
any one of the following options for the order search:
vShip To - Select "Ship To" to search for orders that has
either the order level or the order line level ship to address
as the specified address.
vBill To - Select "Bill To" to search for orders that has bill to
address as the specified address.
vEither - Select "Either" to search for orders that either has
order level or the order line level ship to address or has bill
to address as the specified address.
Carrier Service Enter the Carrier Service Code of any order line for the order
you want to search for, if applicable.
Order State Select to search for orders in one of the following conditions:
vOpen - orders that have not been closed
vRecent - all orders (open and closed) that have not yet been
sent to the history tables
vHistory - orders that have been sent to the history tables
vAll - all orders (open, recent, and history)
Max Records Enter the maximum number of orders you want returned
from your search.
Because zip codes are mandatory for a search by address, addresses that do not
contain a zip code, such as those that are defined within a region that services an
entire country or region, are not listed.
The Order List Window screen is displayed as a result of this order search by
address.
28 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Order Search By Draft Orders Screen
You can search for draft orders with the help of this screen. Draft orders are orders
in the process of being entered that have not been confirmed.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 9. Order Search By Draft Orders
Field Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number you are searching for, if applicable.
Buyer Enter the Buyer of the draft orders you want to search for, if
applicable.
Seller Enter the Seller of the draft orders you want to search for, if
applicable.
Buyer Account Number Enter a Buyer account number to search for draft orders
containing a particular Buyer account number, if applicable.
Max Records Enter the maximum number of orders you want returned
from your search.
The Order List Window screen is displayed as a result of this draft order search.
Order List Window
The Order List window displays the results of an order search. You can perform
actions on a single order or multiple orders by selecting the check boxes of the
orders you want to perform an action on and choosing the applicable action from
the action bar.
Table 10. Order List
Action Description
View Details This action takes you to the Order Detail Screen screen to
view the details for the selected orders.
View Alerts This action takes you to the Order Alerts Screen screen where
you can view the alerts raised for the selected orders.
View Releases This action takes you to the Order Releases for Order Screen
screen where you can view the order releases.
View Invoices This action takes you to the Order Invoices Screen screen to
view the invoices associated with the order.
Chapter 10. Order Console Screens 29
Table 10. Order List (continued)
View Shipments This action takes you to the Order Shipment Items and
Containers Screen screen to view the shipments and shipment
containers for the selected orders.
View Instructions This action takes you to the Order Instructions Screen screen
to view, add, modify or delete the order instructions.
View Notes This action takes you to the Notes Screen screen to view,
modify or add the order notes.
View Audit This action takes you to the Order Audits Screen screen to
view the audits for the selected orders.
Schedule This action schedules the selected orders based on the rules
defined in the Sterling Selling and Fulfillment Foundation:
Distributed Order Management Configuration Guide.
Release This action releases the selected orders that are in a Scheduled
Status.
Cancel This action takes you to the Modification Reason Screen
screen to cancel the selected orders. Enter the reason code
and the reason text to confirm the cancellation, and click OK.
The selected orders will be cancelled.
Remove This action can be used to remove the selected Draft orders
only.
Create Return This action takes you to the Returnable Order Lines Screen
screen where you can create returns for order lines that are
returnable.
Restore This action can be used to restore the selected History orders
only.
Confirm This action can be used to confirm Draft orders only.
View Holds This action takes you to the View Holds Screen screen to
view, add or remove the holds for the selected orders.
Copy Order This action takes you to the Copy Order Screen screen where
you can create a copy of the selected order. Only a single
order can be copied at a time.
Field
Order # The order number. Click this link to view the Order Detail
Screen screen.
Status The current status of the order. If a lock icon appears here,
the order is on hold. If a history icon appears here, the order
is a history order.
Enterprise The Enterprise associated with the order.
Buyer The Buyer organization that placed the order.
Order Date The date the order was placed.
Total Amount The order's total amount.
The order list screen can also be viewed in detail by selecting the Detailed Order
List Screen screen from the drop-down option next to the screen name.
30 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Detailed Order List Screen
This screen can be viewed with the help of the drop-down button in the Order List
Window screen.
Table 11. Detailed Order List
Action Description
View Details This action takes you to the Order Detail Screen screen to
view the details for the selected orders.
View Alerts This action takes you to the Order Alerts Screen screen where
you can view the alerts raised for the selected orders.
View Releases This actions takes you to the Order Releases for Order Screen
screen where you can view the order releases.
View Invoices This action takes you to the Order Invoices Screen screen to
view the invoices associated with the order.
View Shipments This action takes you to the Order Shipment Items and
Containers Screen screen to view the shipments and shipment
containers for the selected orders.
View Instructions This action takes you to the Order Instructions Screen screen
to view, add, modify or delete the order instructions.
View Notes This action takes you to the Notes Screen screen to view,
modify or add the order notes.
View Audit This action takes you to the Order Audits Screen screen to
view the audits for the selected orders.
Schedule This action schedules the selected orders based on the rules
defined in the Sterling Selling and Fulfillment Foundation:
Distributed Order Management Configuration Guide.
Release This action releases the selected orders that are in a Scheduled
Status.
Cancel This action takes you to the Modification Reason Screen
screen to cancel the selected orders. Enter the reason code
and the reason text to confirm the cancellation, and click OK.
The selected orders will be cancelled.
Remove This action can be used to remove the selected Draft orders
only.
Create Return This action takes you to the Returnable Order Lines Screen
screen where you can create returns for order lines that are
returnable.
Restore This action can be used to restore the selected History orders
only.
Confirm This action can be used to confirm Draft orders only.
View Holds This action takes you to the View Holds Screen screen to add
or remove the holds for the selected orders.
Copy Order This action takes you to the Copy Order Screen screen where
you can create a copy of the selected order. Only a single
order can be copied at a time.
Field
Order # The order number. Click this link to view the Order Detail
Screen screen.
Chapter 10. Order Console Screens 31
Table 11. Detailed Order List (continued)
Status The current status of the order. If a lock icon appears here,
the order is on hold. If a history icon appears here, the order
is a history order.
Enterprise The Enterprise associated with the order.
Buyer The Buyer organization that placed the order.
Order Date The date the order was placed.
Order Type The type of the order.
Order Name The name of the order.
Total Amount The order's total amount.
Order Detail Screen
The order detail screen provides various information about a single sales order.
The actions that can be performed in the order detail screen are explained in the
following tables.
Table 12. Order Detail Screen, Order
View Icons Description
Alert This icon takes you to the Order Alerts Screen screen where
you can view the alerts for the order.
Additional Attributes This icon takes you to the More Order Attributes Screen
screen where you can specify additional attributes for
Identification, Shipping and Financials.
Order Releases This icon takes you to the Order Releases for Order Screen
screen where you can view the list of order releases based on
the release number, ship node and status.
Work Orders This icon takes you to the Work Orders Screen screen where
you can view the related work orders associated with this
sales order.
Invoices This icon takes you to the Order Invoices Screen screen to
view the order invoices.
Shipments This icon takes you to the Order Shipment Items and
Containers Screen screen where you can view the shipment
and container details.
Instructions This icon lets you view the Order Instructions Screen screen
where you can add, modify or delete the instructions for a
order.
Notes This icon lets you view the Notes Screen where you can add
the notes for an order.
If notes have been added, the Notes Check icon is displayed
instead.
Address This icon takes you to the More Order Addresses Screen
screen where you can add or modify forwarding address.
Negotiations Click this icon to go to the Order Negotiations Screen screen
to view the list of order negotiations.
Chained Orders This icon lets you view the Types of Related Orders screen.
For example you can view the Return Orders created from
the order console by clicking this icon.
32 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 12. Order Detail Screen, Order (continued)
Audit This icon takes you to the Order Audits Screen screen where
you can view the list of audits done for that order.
Shipment Data Types This icon takes you to the Order Dates Screen screen to view
the requested, expected and actual date type for the given
order.
Return Receipt History This icon takes you to the Receiving Discrepancies Screen
screen where you can record any discrepancies found when
receiving an order.
Actions
Schedule You can schedule an order using this action. This action takes
you to the Using Schedule Order screen where you can
provide the necessary information to schedule the order.
Release You can release an order using this action. This action takes
you to the Release Order Screen screen where you can
provide information for releasing the order.
View Holds This action lets you view and manage order holds. For more
information refer to View Holds Screen screen for field level
descriptions of the screen.
Cancel This action enables you to cancel the sales order. It pops up a
Modification Reason Screen screen to enter the reasons for
cancellation.
Confirm This action lets you confirm the Draft orders.
Create Return This action enables you to create returns for the returnable
order lines. This action takes you to the Returnable Order
Lines Screen screen to create a return.
Unschedule This action unschedules a scheduled order. Upon selecting
this action the screen refreshes and any order line that is in
the schedule status in unscheduled. If an order cannot be
unscheduled, an error reason is displayed.
Add Delivery Request This action takes you to the Add Delivery Request Screen
screen where you can add the necessary delivery requests
that are not associated with a product item.
Associate Delivery Request This action takes you to the Associate Delivery Request
Screen screen where you can associate the necessary delivery
requests with a product item.
Add Service Request This action lets you add stand alone (not associated with
order lines) provided service items. Upon clicking this action
you are taken to the Service Request Search By Item Screen
screen where you can search for service requests to add as a
stand alone service.
Create Work Order This action lets you create service work order for the order
lines. Upon clicking this action you are taken to the Work
Order Entry Screen screen where you can enter the relevant
information for creating a work order.
Copy Order This action takes you to the Copy Order Screen screen where
you can create a copy order for the sales order.
Manage Special Services This action takes you to the Special Services List screen where
you can select special services for the carrier.
Fields
Enterprise The Enterprise associated with the order.
Chapter 10. Order Console Screens 33
Table 12. Order Detail Screen, Order (continued)
Buyer The Buyer organization that placed the order. This field can
be edited if the order is in Draft Order Created status. In any
other status, click this link to view the Organization Details
Screen screen of the buyer.
Seller The Seller organization that is handling the order. This field
can be edited if the order is in Draft Order Created status. In
any other status, click this link to view the Organization
Details Screen screen of the seller.
Order # The order number.
Status The current status of the order. Click this link to view the
associated Order Status Breakup Screen screen.
Order Date The date the order was placed.
Order Type This field can be customized as needed.
Carrier/Service The carrier (such as UPS) and service (such as Ground or
Next Day Air) for the order.
Requested Delivery Date The date on which the Buyer wants the order to be delivered.
Exchange Type Select the exchange type from the drop-down list. The option
of changing the type of an exchange is only available when
the order is in Draft Order Created status. Once the order is
confirmed, you are not able to edit this field.
Note: This field is only displayed for exchange orders.
Created For Return # The return order number for which the exchange was created.
Click on the hyperlink to see that return order.
Note: This field is only displayed for exchange orders.
Document Type The document type associated with the order. For example,
Sales Order is a document type.
Table 13. ShipTo
View Icon Description
Address Details Choose this icon to view or modify the ShipTo addresses. For
more information about the screen that is displayed, see the
Modify Ship To Address Screen screen.
Additional Questions Choose this icon to view or modify answers to address
questions for this ship to address.
If any questions have already been answered, a Additional
Questions Check icon is displayed.
For more information about the screen that is displayed, see
the Questions screen.
Permit Questions Choose this icon to view or modify answers to permit
questions for this ship to address.
If any questions have already been answered, a Permit
Questions Check icon is displayed.
For more information about the screen that is displayed, see
the Questions screen.
This icon is only available at the order level.
The name and address of the person or organization where the order is shipped.
34 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 14. BillTo
View Icon Description
Address Details Choose this icon to view or modify the BillTo addresses.For
more information about the screen that is displayed, see the
Organization Address Details Screen screen.
The name and address of the person or organization being debited.
Table 15. Order Detail Screen, Charges
View Icon Description
Charges and Taxes This icon takes you to the Order Charge and Tax Summary
Screen screen to view the summary of the order charges,
discounts and their tax breakup.
Fields
Line Sub-Total The total of all of the line item totals.
Total Charges The total amount of extra charges for the order. For example,
shipping, handling, and personalization charges.
Total Tax The total tax amount for the order.
Total Discount The total Discount amount that is being applied to the order.
Grand Total The final total, including all extra charges, taxes, and
discounts.
Table 16. Order Detail Screen, Payment Info
View Icons Description
Payment Types This icon takes you to the Order Payment Information Screen
screen where you can view the payment information for the
selected payment rule. You can also add or create payment
types, debit or credit memos in this screen.
Payment Collection This icon takes you to the Order Collection Details Screen
screen where you can view the collection details for the order.
Fields
Status The order's payment status.
Type The Buyer's payment type, for example, credit card. If
multiple payment types exist for the order, the word
MULTIPLE is displayed.
Authorized The amount of credit that has been authorized.
Collected The amount of credit that has been collected.
The view icons shown in the Order Detail Screen, Order Lines table appear along
the side of each order line before the line number.
Table 17. Order Detail Screen, Order Lines
View Icons Description
Add Provided Service Line has Service Requests that can be added - This icon
identifies an order line that can be associated with one or
more provided service requests. By clicking this icon, you can
associate a provided service request with the order. For more
information, refer to Add Service Requests Screen.
Chapter 10. Order Console Screens 35
Table 17. Order Detail Screen, Order Lines (continued)
Provided Item Line Has Associated Service Request - This icon identifies an
order line that has one or more service requests associated
with it. By clicking this icon, you can view the provided
service requests associated with the order. For more
information, refer to Associated Service Requests Screen.
Delivery Item Delivery Request needs to be added - This icon identifies an
order line that must be associated with a delivery request. By
clicking this icon, you can view the delivery service requests
that can be associated with the order. For more information,
refer to Associate Delivery Request Screen.
Work Orders View Work Orders - This icon identifies an order line that
has one or more work orders associated with it. By clicking
this icon, you can view the work orders associated with this
order. For more information, refer to Work Order Details.
Chained Orders Related Lines - This icon identifies an order line that is
related to one or more other order lines. By clicking this icon,
you can view the associated related order line's related order
lines. For more information, refer to Viewing an Order Line's
Chained Order Lines.
Gift This is a Gift Line - This icon identifies an order line that is
a gift.
Instructions Instructions - This icon identifies an order line that has one
or more instructions associated with it. By clicking this icon,
you can view the order line's instructions. For more
information, refer to Order Line Instructions Screen.
Kit Components Kit Components and Bundles - This icon identifies an order
line item that is a kit or a bundle. By clicking this icon, you
can view the order line's kit components or bundle
components. For more information about kits, see Kit
Components Screen. For more information about bundles, see
Bundle Components Screen.
Dependent Child Dependent Child - This icon identifies the child order line in
an order line dependency. By clicking this icon, you can view
the order line's dependency. For more information, refer to
View Dependency Screen.
Dependent Parent Dependent Parent - This icon identifies the parent order line
in an order line dependency. By clicking this icon, you can
view the order line's dependency. For more information, refer
to View Dependency Screen.
Actions
View Details This action takes you to the Order Line Detail Screen screen
for the selected order lines.
View Instructions This action takes you to the Order Line Instructions Screen
screen to view the instructions for each order line.
View Kit Components This action takes you to the Kit Components Screen screen
where you can view the kits that are associated with the
product line.
View Audits This action takes you to the Order Line Audits Screen screen
which stores the audit information for the selected order line.
Line Availability This action takes you to the Line Availability Screen screen
where you can view the product availability and the expected
ship date.
36 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 17. Order Detail Screen, Order Lines (continued)
Remove Line This action lets you remove order lines that are in the Draft
status. Select the order lines that you want to remove and
click this action. An alert screen pops up to confirm the
removal of the order line.
Create Dependency This action lets you create dependency between two order
lines. For more information refer to Create Dependency
Screen.
Substitute Item This action takes you to the Item Substitution Screen screen
where you can add substitute items for the selected product
line.
Unschedule Line This action unschedules the selected order lines.
Associate Service Requests This action takes you to the Add Service Requests Screen
screen where you can associated service requests for the
selected order lines.
View Associated Services This action takes you to the Associated Service Requests
Screen screen where you can view the associated service
requests for the selected product lines.
Add Logical Kit This action lets you add a logical kit line in the order. For
more information refer to Add Kit Line Screen screen.
View Availability Notes This action takes you to the View Availability Notes Screen
screen.
Fields
Line The order line number.
Item ID The item ID.
PC The item classification such as first quality, second quality, or
finished good.
UOM The item's unit of measurement.
Description A description of the item.
Recv Node The node that is receiving the order line.
Ship Node The node that is shipping the order line.
Delivery Date The date by which the item should be delivered.
Line Qty The quantity of the line item. Entering 0 indicates a quantity
of zero. Leaving this field blank indicates you want to ignore
the line.
Amount The amount the Buyer is charged for the line.
Status The current status of the order line.
You can view the service and delivery requests associated with the product line in
this screen. The view icons shown in the Order Detail Screen, Service Requests and
the Order Detail Screen, Delivery Request tables appear along side of each service
request before the line number.
Table 18. Order Detail Screen, Service Requests
View Icons Description
Work Orders View Work Orders - This icon identifies the work orders
associated with the service request. For more information,
refer to Work Order Details.
Chapter 10. Order Console Screens 37
Table 18. Order Detail Screen, Service Requests (continued)
Instructions Instructions - This icon identifies one or more instructions
associated with the service request. For more information,
refer to Service Request Instructions Screen.
Chained Orders Related Lines - This icon lets you view the Types of Related
Orders screen. For example you can view the Return Orders
created from the order console by clicking this icon.
Actions
View Details This action takes you to the Service Request Details Screen
screen for the selected service request.
View Instructions This screen takes you to the Service Request Instructions
Screen screen where you can create, modify or delete
instructions for the order.
Cancel This action lets you cancel the selected service requests. A
modification reason screen pops up, after you enter the
reason code and press OK, the service request is cancelled.
Remove This action lets you remove service requests when they are in
the Draft Status.
Fields
Line The order's line. Click this link to view the Service Request
Details Screen screen.
Item ID The service item's ID.
Ship Node The node from which this service is carried out.
Description The description of the service.
Appointment The date and time of the service.
Amount The amount of the service.
Status The status of the service line. Click this link to view the
Service Request Status Breakup Screen screen.
Line Quantity The quantity used to measure the service. For a service that is
not associated to a product, this quantity can be changed by
entering a new value and clicking Save.
Table 19. Order Detail Screen, Delivery Request
View Icons Description
Work Orders View Work Orders - This icon identifies the work orders
associated with the delivery request. For more information,
refer to Work Order Details.
Instructions Instructions - This icon identifies one or more instructions
associated with the delivery request. For more information,
refer to Delivery Request Instructions Screen.
Chained Orders Related Lines - This icon lets you view the Types of Related
Orders screen. For example you can view the Return Orders
created from the order console by clicking this icon.
Actions
View Details This action takes you to the Delivery Request Details Screen
screen for the selected delivery request.
View Instructions This screen takes you to the Delivery Request Instructions
Screen screen where you can create, modify or delete
instructions for the delivery request.
38 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 19. Order Detail Screen, Delivery Request (continued)
Cancel This action lets you cancel the selected delivery requests. A
modification reason screen pops up, after you enter the
reason code and press OK, the delivery request is cancelled.
Add Line This action takes you to the Additional Product Lines Screen
screen where you can associate additional product lines to the
delivery service.
Remove This action lets you remove delivery requests when they are
in the Draft Status.
Fields
Line The order's line. Click this link to view the Delivery Request
Details Screen screen.
Item ID The delivery item's ID.
Ship Node The node from which this delivery is carried out.
Description The description of the delivery.
Appointment The date and time of the delivery.
Line Quantity The quantity on the delivery line. For a delivery item not
associated to a product, this quantity can be changed by
entering a new value and clicking Save.
Amount The amount of the delivery.
Status The status of the delivery line.
Modify Ship To Address Screen
You can modify the ship to address in this screen.
Table 20. Modify Ship To Address
Fields Description
Address Line 1 The ship to address line 1.
Address Line 2 The ship to address line 2.
Address Line 3 The ship to address line 3.
Address Line 4 The ship to address line 4.
Address Line 5 The ship to address line 5.
Address Line 6 The ship to address line 6.
City The city where the service has to be performed.
State The state to which the city belongs to.
Postal Code The postal code of the city.
Country/Region The country or region where the service has to be performed.
First Name The vendor's first name.
Middle Name The vendor's middle name.
Last Name The vendor's last name.
Company The company name of the vendor.
Day Time Phone The vendor's day time phone number.
Evening Phone The vendor's evening time phone number.
Mobile Phone The vendor's mobile number.
Chapter 10. Order Console Screens 39
Table 20. Modify Ship To Address (continued)
Fax The fax number.
E-mail The vendor's e-mail address.
Additional Address and /
or Permit Questions have
been answered for this
address.
This field is shown when additional address and/or permit
questions have been answered for this address.
Selecting the Retain Existing Answers radio button saves the
answers for this address. Selecting Clear Answers clears all
answers for this address.
Click Save to update any modifications in the screen.
View Availability Notes Screen
You can view availability notes for an item in this screen.
The order line field descriptions are explained in the Order Line table.
Table 21. View Future Availability Screen, Future Availability
Fields Description
Future Availability Date The future date currently displayed. To change this date,
enter a new date or select the Calendar icon and select a date
from the calendar.
Comments You can view or enter comments in this text area.
Table 22. View Future Availability Notes, Nodes Disabled For Sourcing Or Procurement
Fields Description
Node The disabled node.
Suppress Procurement This field indicates whether the node has been suppressed for
Procurement.
Suppress Sourcing This field indicates whether the node has been suppressed for
Sourcing.
Reason Text The reason why this node has been suppressed for
Procurement or Sourcing.
Order Alerts Screen
You can view the alerts associated with an order in this screen.
Table 23. Order
Fields Description
Enterprise The Enterprise associated with the order.
Buyer The Buyer organization that placed the order.
Seller The Seller organization that is handling the order.
Order # The order number.
Status The current status of the order. Click this link to view the
associated Order Status Breakup Screen screen.
Order Date The date the order was placed.
40 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 23. Order (continued)
Fields Description
Order Type This field can be customized as needed.
Carrier/Service The carrier (such as UPS) and service (such as Ground or
Next Day Air) for the order.
Requested Delivery Date The date on which the Buyer wants the order to be delivered.
Exchange Type Select the exchange type from the drop-down list. The option
of changing the type of an exchange is only available when
the order is in Draft Order Created status. Once the order is
confirmed, you are not able to edit this field.
Note: This field is only displayed for exchange orders.
Created For Return # The return order number for which the exchange was created.
Click on the hyperlink to see that return order.
Note: This field is only displayed for exchange orders.
Table 24. Order Alerts Screen, Alerts
Actions Description
View Details This action takes you to the order alert detail screen where
you can view the details of the order alert. For more
information about order alerts, see the Sterling Selling and
Fulfillment Foundation: Application Platform User Guide.
Fields
Alert ID The alert ID. Click this link to view the alert details.
Type The type of alert raised. For example, ON_FAILURE or
FAILED_AUTH.
Description A brief description of the alert.
Queue The queue the alert has been assigned to.
Priority The alert priority.
Owner The user who is handling the alert.
Raised On The date the alert was raised.
The alert screen provides information about the various alerts raised for a
particular order.
More Order Attributes Screen
You can view additional information related to an order in this screen.
The order header field descriptions are explained in the Order table.
Table 25. More Attributes Screen, Identification
Fields Description
Enterprise The Enterprise associated with the order.
Order Name The name used to identify the order.
Division This field can be customized as needed.
Requested Cancel Date The date the customer has requested the order to be canceled
by if the order is not fulfilled.
Priority Code The priority that the Buyer has given to the order.
Chapter 10. Order Console Screens 41
Table 25. More Attributes Screen, Identification (continued)
Fields Description
Requested Ship Date The date by which the customer has requested the order to be
shipped.
Scheduling Rule The scheduling rule that is used when the order is scheduled.
For more information about scheduling rules, see the Sterling
Selling and Fulfillment Foundation: Distributed Order
Management Configuration Guide.
Currency The monetary currency used for the order. A different
currency can be selected from the drop-down list if the order
is in Draft Order Created status. Upon currency change,
Sterling Selling and Fulfillment Foundation re-prices the
order automatically. Pre-existing charges and taxes, however,
are not converted automatically.
Customer PO Number Enter the customer's purchase to search for orders containing
an item that has a specific customer purchase order number,
if applicable.
Table 26. More Attributes Screen, Shipping
Fields Description
Freight Terms The terms used for calculating transportation costs.
Charge Actual Freight If the check box is selected, the Buyer is charged exactly what
it costs to ship the order.
If the check box is not selected, additional charges can be
added in addition to the actual cost to ship the order.
Shipping Paid By The organization that pays for the shipping costs.
Carrier Account # The Carrier organization's account number with your
organization.
Ship Complete If the check box is selected, the order must be shipped as one
complete shipment.
If the check box is not selected, the order can be shipped in
multiple shipments.
Ship Node The ship node the order is shipped from.
Table 27. More Attributes Screen, Financials
Fields Description
Terms Code The terms code.
Price Program The price program used for order pricing.
Taxpayer ID The Buyer's tax payer identification number. This number
identifies the organization as a tax paying entity.
Tax Exempt If the check box is selected, the Buyer is exempt from paying
taxes.
Tax Exemption Certificate The ID of the exemption certificate.
Tax Jurisdiction The tax jurisdiction that the exemption certificate was issued
in.
42 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 28. More Attributes Screen, Other Attributes
Fields Description
Entered By This field displays the user ID of the user who entered the
order.
Source The method of order entry. For example, web site, kiosk.
Customer ID The customer's ID.
Notification Type Indicates the method through which users are notified of
special instructions. For example, e-mail.
Notification Reference A description of the notification.
Vendor ID The vendor's ID.
Order Releases for Order Screen
You can view the individual releases that have been sent to the nodes scheduled to
fulfill an order.
The order header field descriptions can be referred from the Order table.
Table 29. Order Releases for Order Screen, Order Releases
Actions Description
View Details This action takes you to the Order Release Details Screen
screen where you can view the details of the order releases.
Fields
Release # The release number. Click this link to view the order release
details.
Ship Node The ship node the order has been released to. Click this link
to view the Ship Node Detail screen.
Requested Ship Date The date on which the Buyer wants the order release to be
shipped.
Status The current status of the order release.
Work Orders Screen
You can view the work orders related to the order through the order details screen.
The order header field descriptions can be referred from the Order table.
The Service Work Orders inner panel provides information about the service work
orders that are associated with the order. Please note that this inner panel only if
service work orders are associated with this order.
Table 30. Work Orders Screen, Service Work Orders
Actions Description
View Details This action takes you to the Work Order Details screen where you
can view the details of the selected work orders.
Fields
Chapter 10. Order Console Screens 43
Table 30. Work Orders Screen, Service Work Orders (continued)
Work Order # The work order number. Click this link to view the work order
details. Click the Expand All button to show the details for each
work order. Click the Collapse All button to hide the details for
each work order. Click + or - to show or hide the details for a
specific work order.
Service Lines Order Line
Related Info
The information related to the service item.
Displayed values are item ID and item
description.
Item Group
Code
The group code of the item. For example, if the
service is a provided service, then item group
code is Provided Service.
Required
Quantity
The quantity of the service items required.
Products being
Delivered
Item Related
Info
The information related to the service item.
Displayed values are item ID and item
description.
PC The product item's product class.
UOM The product item's unit of measure.
Required
Quantity
The quantity of the product item on the work
order.
Delivered
Quantity
The quantity of the delivery item on the work
order.
Ship Node The node from which the resource is originating.
Status The status of the work order.
Appointment If applicable, the date and time of appointments taken for that
work order.
Pre-call Status The status of the pre-call, if applicable.
The Value Added Service Work Order inner panel provides information about the
WMS work orders that are associated with this order. Please note that this inner
panel is only be displayed if value-added service work orders are associated with
this order.
Table 31. Work Orders Screen, Value-Added Services
Action Description
View Details This action takes you to the value-added services work order
details screen where you can view the details of the selected
work orders. For more information about viewing this screen,
see the Sterling Selling and Fulfillment Foundation: Warehouse
Management System User Guide.
Fields
Work Order # The work order number associated with the work order. Click
this link to view the work order details.
Ship Node The node from which the resource is originating.
Service Item Group The service item group associated with the work order.
Priority The work order priority.
Segment Type Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.
44 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 31. Work Orders Screen, Value-Added Services (continued)
Segment # Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.
Status The work order status.
Work Order Audits Screen
You can view audits logged against a work order in the Work Order Audits Screen.
An audit is logged against a work order when any type of modification is made to
the work order.
You can reference the work order header field descriptions from the following
table.
Table 32. Work Order Audits Screen
Fields Description
Sequence # The sequence identification number. Click on the Expand All button to
expand the sequence details for each sequence. If you click on the
Collapse All button, the sequence details for each sequence are
collapsed.
Attribute The number associated with attributes of the work order
that have been changed.
Old Value The previous value of the attribute.
New Value The updated value of the attribute.
Audit time The time at which the audit occurred.
Action The type of action or modification that was carried out on the work
order.
Modified By The user who performed the modification.
Reason The reason the modification occurred and any additional information
explaining the modification entered by the user.
Comments Any comments entered by the user regarding the modification.
Order Invoices Screen
You can view the invoices that have been created from the order for payment
collection purposes.
The order header field descriptions can be referred from the Order table.
Table 33. Order Invoices Screen, Invoices
Action Description
View Details This action takes you to the Invoice Details Screen screen
where you can view the invoice summary details.
Fields
Invoice # The invoice number for this order. Click this link to view the
Invoice Details Screen screen.
Chapter 10. Order Console Screens 45
Table 33. Order Invoices Screen, Invoices (continued)
Invoice Type The type of invoice created. For example, Credit Memo is a
type of an invoice.
Total Amount The total amount for which the invoice was recorded.
Amount Collected The amount of invoice collected.
Invoice Details Screen
The invoice details for an order can be viewed in this screen.
Table 34. Invoice
Fields Description
Order # The order with which the invoice is associated.
Collected Through AR? Indicates if the payment was collected through accounts
receivable.
Currency The currency used on the invoice.
Invoice # The invoice number.
Invoice Type The type of invoice. For example, shipping invoice, debit
invoice, or credit invoice.
Reference This field can be customized as needed.
The Bill To panel can be used to edit the billing addresses. For more information
about the panel details, see Table 14 on page 35.
The summary panel is tabulated for the order header and order line invoices. The
field descriptions for each of these is as follows:
Table 35. Invoice Details Screen, Summary
Fields Description
Price The price at the order header and order line levels before any
discounts, charges, or taxes have been applied to it.
Discount Any discounts at the order header and order line levels.
Note: At the header level, this charge is applied when the
final shipment has been received, in case of multiple
shipments.
At the line level, this charge is applied to the first shipment
received, in the case of multiple shipments.
Charges Any additional charges at the order header and order line
levels.
Taxes Any additional taxes at the order header and order line
levels.
Totals The total invoice amount at the order header and order line
levels after discounts, charges, or taxes have been applied to
the original price.
Table 36. Invoice Details Screen, Balance
Field Description
Invoiced The total amount of the invoice.
46 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 36. Invoice Details Screen, Balance (continued)
Field Description
Collected The amount that has currently been paid towards the invoice.
Click this link to view the Collection Details screen.
Amount Collected Through
AR
The amount paid towards the invoice through accounts
receivable, if applicable.
Balance The amount remaining to be collected.
The invoice line summary panel provides the line level charges and taxes.
Table 37. Invoice Details Screen, Line Summary
Fields Description
Line # The order line number associated with the invoice. Click this
link to view the Order Line Detail Screen screen.
Item ID The item ID associated with the invoice.
PC The product class associated with the item.
Quantity/UOM The quantity and unit of measure of the items invoiced.
Unit Price The unit price of the item.
Extended Price The extended price of the item.
Charges - Discount The invoiced charges for the item. Click this link to view the
Modifying an Order Line Charge screen.
Taxes The invoiced taxes for the item. Click this link to view the
Invoiced Order Line Taxes Screen screen.
Line Total The total amount of invoices.
Order Shipment Items and Containers Screen
If an order has been shipped you can view it's shipment details.
The order header field descriptions can be referred from the Order table.
Table 38. Order Shipment Items and Containers Screen, Shipment Items
Fields Description
Order # The order number associated with this shipment.
Order Line The order line number that is shipped.
Item The line item that is shipped.
Unit of Measure The item unit of measure.
Product Class The item product class.
Actual Ship Date The date the order line shipped.
Tracking # The tracking number for the shipped order line.
Carrier/Service The carrier service used to ship the order line.
Shipment # The shipment the shipped order line belongs to. Click this
link to view the shipment details in the Shipment Details
screen.
Shipper's Ref. # The shipment company's shipment reference identifier.
Chapter 10. Order Console Screens 47
Table 39. Order Shipments Items and Containers Screen, Shipment Containers
Action Description
View Details This action takes you to the Container Details screen of the
selected shipments where you can print the carrier labels and
void the tracking number.
Fields
Tracking Number The tracking number for the container.
Carrier/Service The carrier service used to ship the container.
Expected Ship Date The date the container should ship on.
Actual Ship Date The date the container does ship on.
Ship Node The node shipping the container.
Recv Node The node receiving the container.
Shipment # The shipment the container belongs to. Click this link to view
the Shipment Details screen for the selected shipment
number.
Status The container status.
You can also use the Shipments window for:
vViewing Order Shipments Screen screen - This is a drop-down option in the
order shipment items and containers window.
For history orders, all actions on the Order Shipments screen are prevented if the
shipments are requested for a history shipment. All actions are allowed if the
shipments are from the recent shipment table.
Order Shipments Screen
You can view a more consolidated view of the order shipment information by
selecting the drop-down menu next to the displayed screen name.
The order header field descriptions can be referred from the Order table.
Table 40. Order Shipments Screen, Shipments
Action Description
View Details This action takes you to the Shipment Details screen where
you can view the details about the selected shipment.
Fields
Shipment # The shipment number. Click this link to view the Shipment
Details screen.
Shipper's Ref. # The shipment company's shipment reference identifier.
Expected Ship Date The date the shipment is expected to ship.
Ship Mode The ship mode used to ship the order.
Ship Node The ship node shipping the order.
Recv Node The node receiving the order.
Status The shipment status.
48 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Order Instructions Screen
You can view information related to the personalization of an order, such as the
attachment of a gift message or the style of wrapping paper to be used when
packing an item.
The order header field descriptions can be referred from the Order table.
Table 41. Instructions Window
Action Description
Delete Instruction This action enables you to delete the selected instructions.
Upon clicking this action, an alert window appears to confirm
the deletion of instructions.
Fields
Instruction Type The type of instruction, such as Gift, Pick, Pack, Ship, or
Other.
Text The specific instructions to be performed on the order.
Specify the instruction URL next to the Instructions URL
icon.
You can also use the Instructions window for:
vAdding an Instruction - Select the Add icon to add the instruction lines and
enter the relevant information in the fields as discussed in the Instructions table.
vModify an Instruction - The information in the Order Instructions screen can be
modified by entering the modified information and selecting Save.
Notes Screen
You can add notes to an order by selecting the Notes icon in the order header
panel of Order Detail Screen screen.
The order header field descriptions can be referred from the Order table.
Table 42. Notes Screen, Notes
Fields Description
Contact Time The time at which this note was added to the work order.
This is defaulted to the creation time of the Notes pop-up
window.
Contact User The user who created this note. This is defaulted to the
logged on user.
Reason Code The reason code for this note.
Contact Type The type of contact information on this note, for example
phone or e-mail.
Contact Reference The contact information on this note. For example, if contact
type is phone, the contact's phone number can be entered
here. If contact type is e-mail, the contact's e-mail address can
be entered.
Add Note The note for this work order.
Chapter 10. Order Console Screens 49
More Order Addresses Screen
You can view any additional addresses as needed by your business. For more
information about defining additional address types, see the Sterling Selling and
Fulfillment Foundation: Distributed Order Management Configuration Guide.
The order header field descriptions can be referred from the Order table.
Table 43. ForwardTo
View Icon Description
Address Details Address Details - Choose this icon to view or modify the
ForwardTo addresses. For more information about the screen
that is displayed, see Organization Address Details Screen.
The name and address of the person or organization where the order is to be forwarded.
Order Negotiations Screen
If your business has been set up to have a negotiation process, you can view
previous or existing negotiations. The negotiation process can begin at any time
within the order pipeline dependent on its configuration. A negotiation always
occurs between the order's Buyer (initiator) and Seller (negotiator) organizations.
The Buyer and Seller can negotiate various attributes of an order such as price,
delivery date, or freight terms.
The order header field descriptions can be referred from the Order table.
Table 44. Order Negotiations Screen, Negotiation
Fields Description
Negotiation # The negotiation number.
Initiator The organization that made the initial offer.
Negotiator The organization that can accept, counter-offer, or reject the
initiators offer.
Status The current status of the negotiation.
The default negotiation statuses are:
vOffered - The last response on the negotiation was from the
initiator organization. The initiator can send another offer
before the negotiator organization responds to the original
offer.
vCounter Offered - The last response on the negotiation was
from the negotiator organization. The negotiator can send
another counter-offer before the initiator organization
responds to the original counter-offer.
vCompleted - The header and line terms on all of the lines
have been negotiated by the two organizations.
vPublished - The negotiated terms have been published and
applied to the original document.
You can use the Order Negotiations window for viewing the Order Negotiation
Details.
50 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Order Negotiation Details Screen
You can view the negotiation offers and counter offers made between the
negotiation initiator and negotiator organizations. You can use this information to
make a counter-offer, accept the terms of the negotiations, or cancel the
negotiations.
If DEFAULT_QUANTITY has been selected as a Negotiation Rule in the
Applications Manager, only the line quantity can be negotiated.
Table 45. Order Negotiation Details Screen, Negotiation
Fields Description
Order # The order number the negotiation is being performed against.
Negotiation # The negotiation number.
Status The status of the negotiation.
The default negotiation statuses are:
vOffered - The last response on the negotiation was from the
initiator organization. The initiator can send another offer
before the negotiator organization responds to the original
offer.
vCounter Offered - The last response on the negotiation was
from the negotiator organization. The negotiator can send
another counter-offer before the initiator organization
responds to the original counter-offer.
vCompleted - The header and line terms on all of the lines
have been negotiated by the two organizations.
vPublished - The negotiated terms have been published and
applied to the original document.
Enterprise The Enterprise that owns the negotiating organizations.
Initiator The organization that made the initial offer.
Negotiator The organization that counter-offered the initiators offer.
Table 46. Order Negotiation Details Screen, Header
Fields Description
Last Action By The organization that performed the last negotiation action.
Chapter 10. Order Console Screens 51
Table 46. Order Negotiation Details Screen, Header (continued)
Fields Description
Action The last negotiation action performed.
If you are performing a negotiation, select the appropriate
action.
The following actions can be performed against a negotiation:
vOffer - An offer from the initiator. Only the initiator
organization can perform this action.
vCounter Offer - A counter offer from the negotiator. Only
the negotiator organization perform this action.
vReject - A rejection from the negotiator. Only the negotiator
organization can perform this action.
vRemove - The initiator wants to remove the line from
negotiation. Only the initiator can perform this action. This
response is available only at the line level. Once a line is
removed, it is assumed that the line has been negotiated
and no further negotiation is allowed on that line.
vAccept - The sending organization accepts the other
organization's terms. Both the initiator and negotiator can
perform this action. Once a header or line is accepted, it is
assumed that the header or line has been negotiated and
no further negotiation is allowed on that header or line.
Attribute The attribute being negotiated at the header level. For
example, freight terms.
Note: When Counter Offer is selected, the fields become
modifiable allowing you to enter your counter offer terms.
Negotiator The negotiator's offer for a particular attribute.
Initiator The initiator's offer for a particular attribute.
Response The counter-offering organizations counter-offer.
If you are performing a counter-offer action, select your
counter-offer as it pertains to the attribute you are
counter-offering.
Table 47. Order Negotiation Details
Fields Description
Line The order line being negotiated.
Action The last negotiation action performed.
When performing a negotiation, select the appropriate action
for each negotiation line.
Organization Code The organization code of the organization performing the
negotiation action.
Resp # The response number.
For Resp # The response number against which the negotiation action
was performed.
52 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 47. Order Negotiation Details (continued)
Fields Description
Item ID The item ID of the negotiated line item.
You can modify this field if you are performing a
counter-offer, if applicable.
Note: If DEFAULT_QUANTITY has been selected as a
Negotiation Rule in the Applications Manager, this field
cannot be modified.
PC The product class of the negotiated line item.
You can modify this field if you are performing a
counter-offer, if applicable.
Note: If DEFAULT_QUANTITY has been selected as a
Negotiation Rule in the Applications Manager, this field
cannot be modified.
UOM The unit of measure of the negotiated line item. You can
modify this field if you are performing a counter-offer, if
applicable.
Note: If DEFAULT_QUANTITY has been selected as a
Negotiation Rule in the Applications Manager, this field
cannot be modified.
Freight Terms The terms used for calculating transportation costs of the
negotiation line.
You can modify this field if you are performing a
counter-offer, if applicable.
Note: If DEFAULT_QUANTITY has been selected as a
Negotiation Rule in the Applications Manager, this field
cannot be modified.
Delivery Date The date by which the order line must be delivered.
You can modify this field if you are performing a
counter-offer, if applicable.
Note: If DEFAULT_QUANTITY has been selected as a
Negotiation Rule in the Applications Manager, this field
cannot be modified.
Price The price of the order line.
You can modify this field if you are performing a
counter-offer, if applicable.
Note: If DEFAULT_QUANTITY has been selected as a
Negotiation Rule in the Applications Manager, this field
cannot be modified.
Quantity The quantity of the order line.
When counter-offering, you can split a negotiation line in
order to negotiate different terms for different quantity of a
line. For example, if a negotiation line has the quantity of 10
that was offered with a price of $5.99 and you want to
counter-offer a different price for 5 of the line items, you can
split this line by choosing the Add icon and entering a
quantity of 5 with a price of $5.99 and the other quantity of 5
with your desired price.
You can use the Negotiation Details window for viewing an order's negotiation
history.
Chapter 10. Order Console Screens 53
Order Negotiation History Screen
You can view a negotiation's history.
Table 48. Negotiation Details
Field Description
Negotiation
Order # The order number the negotiation is being performed against.
Negotiation # The negotiation number.
Status The status of the negotiation.
The default negotiation statuses are:
vOffered - The last response on the negotiation was from the
initiator organization. The initiator can send another offer
before the negotiator organization responds to the original
offer.
vCounter Offered - The last response on the negotiation was
from the negotiator organization. The negotiator can send
another counter-offer before the initiator organization
responds to the original counter-offer.
vCompleted - The header and line terms on all of the lines
have been negotiated by the two organizations.
vPublished - The negotiated terms have been published and
applied to the original document.
Enterprise The Enterprise that owns the negotiating organizations.
Initiator The organization that made the initial offer.
Negotiator The organization that counter-offered the initiators offer.
Negotiation Header
Date The date the action was performed.
Resp # The response number.
For Resp # The response number against which the negotiation action
was performed.
Action The last negotiation action performed.
54 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 48. Negotiation Details (continued)
Field Description
Action The last negotiation action performed.
If you are performing a negotiation, select the appropriate
action.
The following actions can be performed against a negotiation:
vOffer - An offer from the initiator. Only the initiator
organization can perform this action.
vCounter Offer - A counter offer from the negotiator. Only
the negotiator organization perform this action.
vReject - A rejection from the negotiator. Only the negotiator
organization can perform this action.
vRemove - The initiator wants to remove the line from
negotiation. Only the initiator can perform this action. This
response is available only at the line level. Once a line is
removed, it is assumed that the line has been negotiated
and no further negotiation is allowed on that line.
vAccept - The sending organization accepts the other
organization's terms. Both the initiator and negotiator can
perform this action. Once a header or line is accepted, it is
assumed that the header or line has been negotiated and
no further negotiation is allowed on that header or line.
Freight Terms The terms used for calculating transportation costs of the
negotiation line.
Payment Terms The payment terms to be used when settling the order.
User The user that performed the action.
Reason The reason the action was performed.
Negotiation Lines
Line # The order line being negotiated.
Date The date the action was performed.
Resp # The response number.
For Resp # The response number against which the negotiation action
was performed.
Action The last negotiation action performed.
Item ID The item ID of the negotiated line item.
PC The product class of the negotiated line item.
UOM The unit of measure of the negotiated line item.
Freight Terms The terms used for calculating transportation costs of the
negotiation line.
Delivery Date The date by which the order line must be delivered.
Price The price of the order line.
Quantity The quantity of the order line.
User The user that performed the action.
Reason The reason the action was performed.
Chapter 10. Order Console Screens 55
Types of Related Orders
A related order is an order that is either chained to or derived from a different
order.
A chained order is linked to a parent order and the lifecycle of one affects the
other. For example, if an order is placed with a Seller who must source an item
from a ship node that they do not own, the Sales Fulfillment pipeline may be
configured to create another "chained" order that differs from the Seller's regular
release process. This allows the owner of the ship node to handle the order
according to their own business practices while also allowing the original Seller
organization to maintain visibility of the order and in turn reflect any changes such
as delivery dates and carrier services in the original order.
Note: Chained orders can be created for product items that belong to a delivery
request. Chained orders can be created for provided service items and delivery
service items.
In some business scenarios, the Seller of the parent order may become the Buyer of
the child order. Therefore, the Seller organization associated with the chained order
must also be configured as a Buyer organization through the Applications
Manager.
A derived order is associated with a parent order and the lifecycle of one does not
necessarily impact the other. Examples of a derived order include a return order
that is derived from a sales order and an exchange order that is derived from a
return order.
Related Orders Screen
Table 49. Related Orders Screen, Related Order Lines
Action Description
View Details This action takes you to the details screen for the selected orders. For
example, if you have a return order related to this order line, you can
view the return order details.
Fields
Order # The related order number. Click this link to view the order details. For
more information, refer to the Sterling Selling and Fulfillment
Foundation: Reverse Logistics User Guide or the Sterling Selling and
Fulfillment Foundation: Supply Collaboration User Guide.
Click the expand button to view the related order lines.
Line # The related order line number.
Item ID Description The item ID and its description.
Product Class The item's product class
UOM The items unit of measure.
Reason Code The reason code for return.
Quantity The quantity of items to be returned.
Amount The total amount.
Status The status of the return line.
Relationship The relationship of the related order with the sales order.
56 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 49. Related Orders Screen, Related Order Lines (continued)
Status The status of the related order line. For example, for return orders,
this link takes you to the related order status breakup. For more
information, refer to the Sterling Selling and Fulfillment Foundation:
Reverse Logistics User Guide or the Sterling Selling and Fulfillment
Foundation: Supply Collaboration User Guide.
Buyer The Buyer organization of the order.
Seller The Seller organization of the order.
Order Audits Screen
You can view audits logged against an order. An audit is logged against an order
when any type of modification is made to the order.
The order header field descriptions can be referred from the Order table.
Table 50. Order Audits Screen, Audits
Action Description
View Details This action takes you to the Order Audit Details Screen screen
for the selected audits.
Fields
Audit # The audit identification number. Click on the Expand All button,
the audit details for each audit are expanded. If you click on the
Collapse All button, the audit details for each audit are
collapsed.
Detail # The audit details identification number. Click
this link to go to the Order Audit Details
Screen screen.
Order Line
Related Info
Any information related to order lines
impacted by the modification, including:
vItem ID - the item associated with the audit.
vItem Description - a brief description of the
item.
vLine Number - the line number associated
with the audit. Click this link to view the
Order Line Detail Screen screen.
Modification
Level
The level of modification for the corresponding
audit detail such as header or line.
Modification
Type
The type of modification, such as change
payment status or change carrier, for the
corresponding audit detail.
Date The date and time the modification was carried out.
Modified By The user that performed the modification.
Reason The reason the modification occurred and any additional
information explaining the modification entered by the user.
Modification Levels A comma separated list of all levels of modification for the audit.
Modification Types A list of the types of modifications for the audit. There is a
maximum of three items shown with an ellipsis on the third line
if there are more items.
Chapter 10. Order Console Screens 57
Order Audit Details Screen
You can view more details of an order's audit.
Table 51. Order Audit Details Screen, Order Audit
Fields Description
Order # The order number the modification was performed on.
Enterprise Code The Enterprise that owns the order.
Audit Date The date the audit was created.
Modification Level The level the order was modified at. For example, order or
order LINE.
Line # The line number associated with the audit.
Item ID The item ID for which the audit was made.
Unit of Measure The unit of measure for the audited item.
Product Class The item ID's product class.
Description The description of the item that is being audited.
Modification Type The type of modification performed on the order.
Reason Code The reason code detailing why the modification was
performed.
Reason Text Additional details about why the modification was
performed.
Reference #1 Reference information about the order audit.
Reference #2 Reference information about the order audit.
Reference #3 Reference information about the order audit.
Reference #4 Reference information about the order audit.
Table 52. Order Audit Details Screen, Order Audit Details
Fields Description
Audit Type The type of audit performed.
Identifier The audit identifier.
Name The attribute that was modified.
Old Value The value of the modified attribute prior to modification.
New Value The value of the modified attribute after modification.
Order Dates Screen
You can view any custom dates that have been configured for monitoring. For
more information about monitoring, see the Sterling Selling and Fulfillment
Foundation: Distributed Order Management Configuration Guide.
The order header field descriptions can be referred from the Order table.
Table 53. Order Dates Screen, New Date
Fields Description
Date Type The custom date type.
58 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 53. Order Dates Screen, New Date (continued)
Fields Description
Requested The date this date type has been requested to be met.
Expected The date this date type is expected to be met.
Actual The date this date type is to be met.
Receiving Discrepancies Screen
You can record any discrepancies found when receiving an order. For example, if
you discover broken items, overages, or shortages, you can account for those
discrepancies and categorize those situations.
The order header field descriptions can be referred from the Order table.
Table 54. Manage Order Receiving Discrepancies
Fields Description
Shipment # The shipment number associated with the discrepancy.
Line The line associated with the discrepancy.
Item ID The item ID associated with the discrepancy.
Product Class The product class associated with the discrepancy.
Unit of Measure The unit of measure associated with the discrepancy.
Discrepancy Type The type of discrepancy, for example, shortage.
Discrepancy Quantity The quantity of the line's discrepancy.
Discrepancy Reason The reason for the discrepancy. If multiple reasons are
applicable for a single line, the line can be split.
Reason Quantity The quantity associated with the Discrepancy Reason. The
sum of the Reason Quantity entries should equal the value of
the Discrepancy Quantity.
Using Schedule Order
Order scheduling indicates that a node or nodes have sufficient inventory to fulfill
an order. Once an order is scheduled it can be released to the applicable node or
nodes. A scheduling rule determines the node or nodes that the order can be
scheduled with based on inventory availability and node preferences. For more
information about scheduling rules, see the Sterling Selling and Fulfillment
Foundation: Distributed Order Management Configuration Guide.
While performing this action from the Order Console, you can select a scheduling
rule. This function can only be performed if the payment status of the order is 'Not
Applicable' or 'Authorized'. You can also choose to release the order immediately
after scheduling it. If you do so, you can also choose to override the release date of
the order if you want to release it at that moment, regardless of the calculated
release date.
For example, an order is using a scheduling rule that schedules the ordered item to
a node 100 miles from the ship to address. However, a new node has been added
to your Enterprise that supplies the order line items and is only 50 miles away
from the ship to address. A new scheduling rule has been created for this node.
Chapter 10. Order Console Screens 59
You may decide that the order should be shipped from a shorter distance and
change to the scheduling rule for the new node.
Note: If you face problems while creating a work order for MTC, verify that the
following configuration settings are set up in the Applications Manager:
vIn Catalog Management, ensure that the VAS Compliance Service item with
service activities is configured.
vIn IBM®Sterling Application Platform, ensure that the attribute "Requires VAS
Compliance" for Buyer Organization is enabled, and the Compliance Service is
configured with required item classification and run quantity.
vIn IBM Sterling Warehouse Management System, ensure that the retrieval
strategy is configured for locations associated with VAS activities.
Schedule Order Screen
The Schedule Order screen allows you to select a scheduling rule for nodes.
Table 55. Schedule Order Screen, Schedule Information
Fields Description
Scheduling Rule Select the scheduling rule you want to use to schedule the
order.
Release Immediately Check Release Immediately to automatically release the order
to the scheduled node or nodes. If you do not check Release
Immediately, you can manually release the order later or
allow it to be released via the regular release agent.
Override Release Date Check Override Release Date if you want the current release
date to be overridden by the date calculated by the rule you
have selected.
Choose OK to schedule the order.
Release Order Screen
Once an order has been scheduled to a specific node, you can release the order to
that node. When you release an order, all of the necessary information (such as
ship to address, line item quantity, and carrier service to be used) is sent to the
node. Depending on the pipeline, the information may be sent as a release or as a
chained order.
Table 56. Release Order Screen, Release Information
Fields Description
Scheduling Rule Select the scheduling rule you want to use to schedule the
order.
Override Release Date Check Override Release Date if you want the current release
date to be overridden by the date calculated by the rule you
have selected.
Choose OK to release the order.
60 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
View Holds Screen
Orders can be placed on hold, preventing them from being processed by certain
transactions, and preventing certain modification types from being applied. Using
the Applications Manager, you can configure which transactions and modification
types are disallowed for an order on a particular hold type. Additionally, hold
types can be configured to be applied automatically, for instance on order creation,
or upon resolution of another hold. For more information about defining and
configuring hold types, see the Sterling Selling and Fulfillment Foundation: Distributed
Order Management Configuration Guide.
The order header field descriptions can be referred from the Order table.
Table 57. View Holds Screen, Order Holds
View Icons Description
View History This icon takes you to the View History Screen screen, where
you can view the hold's history.
Action
Add Holds This action takes you to the Add Holds Screen screen, where
you can add holds to an order.
Fields
Hold Type The description of the hold.
Hold Status The status of the hold. Holds can either be in created,
resolved, or rejected status.
Hold Comment The reason for applying this hold to the order, or changing
the status of the hold.
Action Select from the drop-down list the status to which you want
to move this hold.
Reason Enter the reason for changing the status of this hold.
Table 58. View Holds Screen, Resolved Holds
View Icons Description
View History This icon takes you to the View History Screen screen, where
you can view the hold's history.
Fields
Hold Type The description of the hold.
Reason The reason for changing this hold to resolved status.
Click Save to update the changes made in the screen, and close it.
Add Holds Screen
You can add a hold to an order, if that hold is not already being applied to the
order in created or rejected status. If you add a hold that was previously applied
and now in resolved status, it removes that hold from the list of approved holds,
and reset its status to created. That hold maintains its previous history records for
that order, and further status modifications are added on to that history.
Chapter 10. Order Console Screens 61
Table 59. Add Holds Screen, Order Holds
Fields Description
Hold Type Select the hold type you want to apply to the order from the
drop-down list.
Reason Enter the reason for adding this hold to the order.
Click Save to close this screen and apply the selected hold to the order.
View History Screen
Every time the status of an order hold changes, useful information regarding the
status change is recorded in Sterling Selling and Fulfillment Foundation. You can
view, in this screen, the history of an order hold.
The primary information header field descriptions can be referred from the Order
table.
Table 60. View History Screen, Order Holds
Fields Description
Hold Type The hold type for which the history is being displayed.
Date/Time The date and time when the hold's status changed.
User ID The user who performed the change on the hold.
Status The status that the hold was moved to.
Comment The reason for the hold's creation or status change, if
applicable.
Hold Transaction The transaction responsible for the hold's status change.
Returnable Order Lines Screen
If a return must be created for an order that was shipped through Sterling Selling
and Fulfillment Foundation, you can create a return against the order through the
Order Console. For returns on inbound orders shipped through Sterling Selling
and Fulfillment Foundation, use the Inbound Order Console.
Table 61. Returnable Order Lines Screen, Return
Fields Description
Document Type The document type associated with the return.
Enterprise The Enterprise that is to handle the order.
Buyer The Buyer returning the order.
Seller The Seller that the order is being returned to.
Return # Enter the return number.
Return Date Enter the date the return is placed.
Return Type This field can be customized as needed.
Currency The currency with which any refunds are to be handled in.
Return Against Order Yes indicates that the return is derived from an order.
Return To Node Enter the node the return is sent to.
62 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 61. Returnable Order Lines Screen, Return (continued)
Fields Description
Return By Gift Recipient Check this if items are being returned by the gift recipient of
the original order.
Table 62. Returnable Order Lines Screen, Returnable Order Lines
Fields Description
Line The return line number being authorized.
Item ID The the item ID of the return item being authorized.
PC The return item's product class.
UOM The return item's unit of measure.
Description The return item's description.
Tag # This column displays only if the item is tag-controlled. The
column label that displays is the name of the unique
identifier you have defined (for example, Lot #). If you have
defined more than one unique identifier, the label that
displays is Tag #. To view the details associated with the
inventory batch number the return line belongs to, click the
hypertext link.
Ship By Date The date by which the return item should be shipped.
Available To Return The quantity of the return item available to be returned.
Return Qty Enter the quantity of the item being returned in the return
line.
Line Type From the drop-down, select the line type.
Reason Code From the drop-down, select the reason for the item being
returned.
Return To Node Enter the node handling the return line.
After entering the information in the fields, click Save to create a return order.
Associate Delivery Request Screen
Items that cannot be transported by common carriers (for example, heavy,
oversized, or fragile items) can be associated with a delivery service through the
Applications Manager. Piano moving is an example of a delivery service.
Typically, in the Application Console, items that have an associated delivery service
are indicated by a Delivery Item icon.
Note: Delivery lines cannot be split. However, you can split a product line that has
associated delivery service, which results in the following recalulations:
vDelivery line quantity
vPricing
vCapacity requirements for the delivery line
When you create delivery requests, you are associating delivery items (intangible
services) with product items (tangible items).
Chapter 10. Order Console Screens 63
One table appears for each set of items that have the same Ship Node, Receiving
Node, and Ship To Address.
The order header field descriptions can be referred from the Order table.
Table 63. Add Delivery Request Screen, Delivery Request
Fields Description
Line The product item's line number on the order.
Item ID The product item's ID.
PC The product item's product class.
UOM The unit of measure for the delivery service.
Description Displays the description of the delivery service.
Delivery Request
Description
Choose the radio button in the column heading and the specific
radio button for the applicable item.
Options Table The Options table displays only when a delivery service has any
optional services available, such as clean up or old appliance
removal.
Option
Checkbox
Choose the checkbox of the services that you want
to enable.
Option ID Displays the ID of the delivery service option.
Description Displays the short description of the delivery
service option.
Price Displays the price of the delivery service option.
Add Delivery Request Screen
You can add a delivery request that does not require product association.
The order header field descriptions can be referred from the Order table.
Table 64. Add Delivery Request Screen, Delivery Request
Actions Description
Add to Order Check a delivery item listed and select this action to add the
item to the order.
This takes you to the Delivery Request Details Screen screen.
Fields
Item ID The delivery item.
UOM The unit of measure for the delivery item.
Short Description The short description of the delivery item.
64 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Work Order Entry Screen
You can create a work order from an order if it contains a Provided or Delivery
Service line. Choose Create Work Order from the Order Detail Screen screen.
Table 65. Work Order Entry Screen, Header Details
Fields Description
Enterprise The name of the enterprise that owns the work order.
Work Order # Enter the work order number.
Ship Node If the work order contains a provided service, this designates
the ship node from which the resource is originating. If the
work order contains a delivery service and no provided
service, this designates the ship node from which the product
is being delivered.
Multiple Appointments Check this if you are using multiple appointments for this
work order.
Table 66. Work Order Entry Screen, Provided Services
Fields Description
Line The order line number.
Item ID The ID of the provided service item.
Description The description of the provided service item.
Ship Node The node from which the resource is originating.
Line Qty The quantity of work required to complete the provided
service line.
Table 67. Work Order Entry Screen, Delivery Services
Fields Description
Line The order line number.
Item ID The ID of the delivery service item.
Description The description of the delivery service item.
Ship Node The node from which the product is being delivered.
Line Qty The quantity of work (distance, time, or an arbitrary unit)
required to deliver the product.
Table 68. Work Order Entry Screen, Products Being Delivered
Fields Description
Line The order line number.
Item ID The ID of the product being delivered.
PC The product class of the product being delivered.
UOM The unit of measure of the product being delivered.
Description The description of the product being delivered.
Ship Node The ship node that the product is being delivered from.
Ship Date The requested ship date of the product on the order line.
Delivery Date The requested delivery date of the product on the order line.
Required Quantity The quantity of the product being delivered.
Chapter 10. Order Console Screens 65
Copy Order Screen
You can copy an order through the order details screen. The new order is copied
into the Draft Order Created status.
Table 69. Copy Order
Fields Description
Copy From Order # The number of the order that is being copied
Document Type The document type of this order.
Enterprise The enterprise associated with the order.
Buyer The buyer organization that placed the order.
Seller The seller organization that is handling the order.
Order # The number of the new order.
Order Name The name of the new order.
Order Date The date for the new order.
The only editable fields on this screen are Order #, Order Name and Order Date.
All other fields displayed cannot be modified.
Order Status Breakup Screen
The status breakup enables you to view the status of an order. An order can be in
multiple statuses at the same time. For example, one order line can be in Sent to
Node status while another order line is in the Backordered status. You can view
the order status breakup screen by viewing the hyperlink in the Status field of the
Order Detail Screen screen.
The order header field descriptions can be referred from the Order table.
Table 70. Order Status Breakup Screen, Order Lines By Status
Fields Description
Line the order line number.
Release # The order line release number, if the order line has been
released to a node.
Item ID The item ID.
PC The item classification such as first quality, second quality, or
finished good.
UOM The line item's unit of measure.
Ship Node The node that is shipping the order line.
Procure From Node The node that the item is being procured from.
Last Changed On The date the line last had a status change.
Status The current status for that part of the order line.
Quantity The quantity of the line item ordered.
66 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 70. Order Status Breakup Screen, Order Lines By Status (continued)
Fields Description
Tag # The tag number with which the order line is associated. Click
the hyperlink to view the tag number details.
Note: This field is only applicable if the item is tag
controlled.
ETS The estimated time of shipment.
To modify, enter the quantity you want to change the
estimated time of shipment of in the Quantity field and the
new estimated time of shipment in the ETS field.
Table 71. Order Status Breakup Screen, Service Requests Status
Fields Description
Line The line associated with the service request.
Release # The release number associated with the service request.
Item ID The item ID associated with the service request.
UOM The unit of measure associated with the service request.
Ship Node The ship node associated with the service request.
Last Changed On The last changed on date associated with the service request.
Status The status associated with the service request.
Quantity The status of the quantity associated with the service request.
Appointment Date The status of the appointment date associated with the
service request.
Table 72. Order Status Breakup Screen, Delivery Requests By Status
Fields Description
Line The line associated with the delivery request.
Item ID The item ID associated with the delivery request.
UOM The unit of measure associated with the delivery request.
Ship Node The ship node associated with the delivery request.
Last Changed On The last changed on date associated with the delivery request.
Status The status associated with the delivery request.
Quantity The status of the quantity associated with the delivery
request.
Appointment Date The status of the appointment date associated with the
delivery request.
Order's Tag Number Details Window
The tag number of an item is the combination of its three tag identifiers: lot
number, batch number, and revision number. For more information about tag
numbers, see the Sterling Selling and Fulfillment Foundation: Catalog Management
Concepts Guide.
You can view the tag number details by clicking the Tag # hyperlink in the Order
Status Breakup Screen screen. The Tag Number Details window appears.
Chapter 10. Order Console Screens 67
Table 73. Tag Number Details
Fields Description
Lot # The item's lot number.
Note: This field only appears if a lot number has been set for
this item.
Batch # The item's batch number.
Note: This field only appears if a batch number has been set
for this item.
Revision # The item's revision number.
Note: This field only appears if a revision number has been
set for this item.
Modifying an Order's Carrier and Carrier Service
A Carrier is an organization that provides carrier services between buyers, sellers,
and customers. Services, such as Next Day Air, can be offered dependent on the
Carrier. For example, UPS, Federal Express®, and the United States Postal Service
are all Carrier organizations.
You may want to change Carrier or service details. For example, an order may be
associated with a Carrier that only provides Ground delivery. The customer
decides that they need to have the order delivered as soon as possible. You may
decide to change to a Carrier that provides Next Day Air service.
You can modify an order's carrier and carrier service from the Order Detail Screen
screen and make any modification to the Carrier/Service field. Then save your
changes. The Modification Reason window appears. Enter the reason code and text
and choose OK.
Order Charge and Tax Summary Screen
You can view any charges, taxes, and discounts that have been applied to the base
amount of an order at both the header and line level.
The order header field descriptions can be referred from the Order table.
Note: This window displays all order charges and discount charges against the
order header.
68 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 74. Order Charge and Tax Summary Screen, Summary
Fields Description
Summary The summary panel provides the price, discount, charges and
taxes for an order and the order line.
You can view all of the charges that exist against an order by
selecting Overall.
You can view only the charges that are still open against the
order by selecting Open.
You can view only the charges that have been invoiced for
the order by selecting Invoiced.
Important: If you have selected the Overall view, be aware
that the amounts displayed are subject to change due to
cancellations, over-shipments, over-receipts, and so on.
Price The price at the header and line levels before any discounts,
charges, or taxes have been applied to it.
Discount Any Discount at the header and line levels. Click the link
under the Header level row to view the order charges and
select the link under Line level to view the line charges. This
link takes you to different screens based on the type of
summary selected.
Charges Any additional charges at the header and line levels. Click
the link under the Header level row to view the order charges
and select the link under Line level to view the line charges.
This link takes you to different screens based on the type of
summary selected.
Taxes Any additional taxes at the header and line levels. Click the
link under the Header level row to view the order taxes and
select the link under Line level to view the line taxes. This
link takes you to different screens based on the type of
summary selected.
Totals The total of Price, Discount, Charges, and Taxes at the header
and line levels.
Table 75. Order Charge and Tax Summary Screen, Line Summary
Fields Description
Line # The line number. Click this link to view the Order Line Detail
Screen screen.
Item ID The item ID.
PC The item classification such as first quality, second quality, or
finished good.
UOM The item's unit of measure.
Quantity The quantity of the line item that has been ordered.
Unit Price The price of the line item.
Extended Price The extended price represents the total of quantity multiplied
by the unit price.
Discount The discount price applied to the associated line. Click the
hyperlink to view the Overall Order Line Charges Screen,
Remaining Order Line Charges Screen and Modifying an
Order Line Charge.
Chapter 10. Order Console Screens 69
Table 75. Order Charge and Tax Summary Screen, Line Summary (continued)
Fields Description
Charges The total charges applied the associated line. Click the
hyperlink to view the Overall Order Line Charges Screen,
Remaining Order Line Charges Screen and Modifying an
Order Line Charge.
Tax The total taxes applied to the order line. Click the hyperlink
to view the Overall Order Line Taxes Screen, Remaining
Order Line Taxes Screen and Invoiced Order Line Taxes
Screen.
Line Total The total cost of the order line after any additional charges,
taxes, and discounts have been applied.
Table 76. Order Charge and Tax Summary Screen, Service Request or Delivery Request
Summary
Fields Description
Line Number The service or delivery request's line number. Click this link
to view the Service Request Details Screen screen, or Delivery
Request Details Screen screen.
Item ID The service or delivery request's item ID.
UOM The service or delivery request's unit of measure.
Quantity The service or delivery request's quantity requested.
Unit Price The service or delivery request's unit pricing.
Extended Price The service or delivery request's extended price.
Option Price The price of any additional service options associated with
the service or delivery request.
Discount The service or delivery request's discount. Click this link to
view the Remaining Order Line Charges Screen screen.
Charges The service or delivery request's charges. Click this link to
view the Remaining Order Line Charges Screen screen.
Taxes The service or delivery request's taxes. Click this link to view
the Remaining Order Line Taxes Screen screen.
Line Total The service or delivery request's line grand total charges.
Overall Order Charges Screen
You can view the header level charges of an order.
The order header field descriptions can be referred from the Order table.
Table 77. Overall Order Charges Screen, Charges
Fields Description
Charge Category The name of the charge category.
Charge Name The name of the charge name.
Charge Amount The amount of the charge that is applied to the header level.
70 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Overall Order Taxes Screen
You can view the header level tax information associated with an order.
The order header field descriptions can be referred from the Order table.
Table 78. Overall Order Taxes Screen, Taxes
Fields Description
Charge Category The charge category with which the tax is associated.
Important: An order header level tax must be associated with
a charge, otherwise it is calculated as 0.
Note: An order header level tax cannot be applied to a price
value.
Charge Name The charge name with which the tax is associated.
Important: An order header level tax must be associated with
a charge, otherwise it is calculated as 0.
Note: An order header level tax cannot be applied to a price
value.
Charge Amount The charge amount that is taxed.
Tax Name The name of the tax. For example, International Tax.
Tax Percentage The percentage of tax that is applied to the header price.
Tax Amount The amount of the tax that is applied to the header level.
Remaining Order Charges Screen
You can use the Remaining Order Charges Detail window for adding or modifying
the order charges.
vAdding Remaining Order Charges - From the Charges table, choose the Add
icon. A new row appears in the Charges table. From the Charge Category
drop-down list, select the category of the new charge.
Note: This drop-down displays all order charges and discount charges. Consult
your system administrator to determine which charges should be used as order
charges and which should be used as discount charges.
Table 79. Remaining Order Charges Screen, Charges
Fields Description
Charge Category The name of the charge category. Select an option from the
drop-down menu.
Charge Name The name of the charge name. Once the charge category is
selected, this field is populated by a drop-down menu. Select
the appropriate charge name.
Charge Amount The amount of the charge that is applied to the header level.
Click Save after making changes to the charges panel to update the remaining
order charges. The Modification Reason Screen screen appears, enter the
appropriate reason code and text and click OK.
Chapter 10. Order Console Screens 71
vModifying Remaining Order Charges - Locate the charges you want to modify.
In the charges panel enter the amount of the charges and click Save. The
Modification Reason Screen screen appears, enter the appropriate reason code
and text and click OK.
Remaining Order Taxes Screen
You can use the Remaining Order Taxes window for adding or modifying the
order taxes.
vAdding Remaining Order Taxes - From the Taxes panel, choose the Add icon. A
new row appears in the Taxes panel. From the Charge Category drop-down list,
select the category of the new charge and from Tax category select a new tax
name and enter the relevant information as defined in the following table.
Note: This drop-down displays all order taxes and discount taxes. Consult your
system administrator to determine which charges should be used as order taxes
and which should be used as discount taxes.
Table 80. Remaining Order Taxes Screen, Taxes
Fields Description
Charge Category The name of the charge category. Select an option from the
drop-down menu.
Charge Name The name of the charge name. Once the charge category is
selected, this field is populated by a drop-down menu. Select
the appropriate charge name.
Charge Amount The amount of the charge that is applied to the header level.
Tax Name The name of the tax. For example, International Tax.
Tax Percentage The percentage of tax that is applied to the header price.
Tax Amount The amount of the tax that is applied to the header level.
Click Save after making changes to the taxes panel to update the remaining
order taxes. The Modification Reason Screen screen appears, enter the
appropriate reason code and text and click OK.
vModifying Remaining Order Taxes - Locate the taxes you want to modify. In
the taxes panel enter the amount of the taxes and click Save. The Modification
Reason Screen screen appears, enter the appropriate reason code and text and
click OK.
Modifying an Invoiced Order Charge
About this task
You can view the invoice level charges of an order.
Note: This window displays all order charges and discount charges against the
order header.
Order
If you want to modify a order charge after the invoice is created, you need to
complete the following steps:
72 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Procedure
1. Check to see if the "Apply Price Change To Invoiced Quantity" is selected in
the sales order financial attributes in the Applications Manager.
2. In the Order details, enter the total amount of the charge and not just the
difference.
Results
The above steps are necessary if you want to make modifications after an invoice
has been created for the charges and taxes from the "Order Detail Screen" and the
"Order Line Detail Screen" screens.
The order header field descriptions can be referred from the Order table. If you
view the invoiced order charges from the Order Invoices Screen screen the order
header panel is replaced with fields described in the Invoice table.
Invoiced Order Charges Screen
The Invoiced Order Charges screen allows you to view invoiced order charges.
Table 81. Invoiced Order Charges Screen, Charges
Fields Description
Charge Category The name of the charge category.
Charge Name The name of the charge name.
Charge Amount The amount of the charge that is applied to the header level.
Invoiced Order Taxes Screen
You can view the invoice level tax information associated with an order.
The order header field descriptions can be referred from the Order table. If you
view the invoiced order taxes screen from the Order Invoices Screen screen the
order header panel is replaced with the fields described in the Invoice table.
Table 82. Invoiced Order Taxes Screen, Taxes
Fields Description
Charge Category The charge category with which the tax is associated.
Important: An order header level tax must be associated with
a charge, otherwise it is calculated as 0.
Note: An order header level tax cannot be applied to a price
value.
Charge Name The charge name with which the tax is associated.
Important: An order header level tax must be associated with
a charge, otherwise it is calculated as 0.
Note: An order header level tax cannot be applied to a price
value.
Charge Amount The charge amount that is taxed.
Tax Name The name of the tax. For example, International Tax.
Tax Percentage The percentage of tax that is applied to the header price.
Chapter 10. Order Console Screens 73
Table 82. Invoiced Order Taxes Screen, Taxes (continued)
Fields Description
Tax Amount The amount of the tax that is applied to the header level.
Order Payment Information Screen
You can view the payment information related to an order, including the methods
of payment, charge sequence, and collection amounts.
Payment transactions can be in any one of the following states:
vAwaiting Authorization - Sterling Selling and Fulfillment Foundation is waiting
for a third-party payment processing application to authorize the Buyer's
payment method before the order can move any further through the pipeline.
vAwaiting Payment Information - Sterling Selling and Fulfillment Foundation is
waiting for a third-party payment processing application to receive the Buyer's
payment information before the order can be authorized.
vAuthorized - The third party payment processing application has authorized the
Buyer's payment method and the order continues through the pipeline.
vAuthorization Failed - The third party payment processing application did not
authorize the Buyer's payment method and manual intervention is required.
vInvoiced - An invoice has been created and distributed to the necessary parties.
vFailed Charge - A problem occurred when payment collection was attempted
and manual intervention is required.
vHold - For some reason the order must be put on hold until a payment issue is
resolved.
vPaid - The settlement has been received and the order can be closed.
vNot Applicable - Payment status is not applicable. For example, if the order is a
draft order.
The order header field descriptions can be referred from the Order table details.
Table 83. Order Payment Information Screen, Payment Information
Actions Description
Add Payment Type This action takes you to the Add Order Payment Information
Screen screen.
Create Credit Memo This action takes you to the Create Credit Memo Screen
screen where you can create credit memos for the payment
types.
Create Debit Memo This action takes you to the Create Debit Memo Screen screen
where you can create debit memos for the payment types.
View Collection Details This action lets you view the Order Collection Details Screen
screen where you can view the collection details for the order.
Fields
Payment Rule The payment rule used for invoicing, settlement, and
collection. For more information about payment rules, see the
Sterling Selling and Fulfillment Foundation: Distributed Order
Management Configuration Guide.
Total Adjustments The total adjustments made to the amount after credits and
debits have been taken into consideration.
74 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 83. Order Payment Information Screen, Payment Information (continued)
Total Collected The total amount of the order that has been collected.
Open Authorized The amount that has been authorized.
Total Refunded The total amount of the order that has been refunded.
Total Cancelled The total amount of the order that has been cancelled as a
result of cancelling the order lines.
Funds From Return The total funds that can potentially be transferred from the
return that originated the exchange.
The funds from the return are broken down as follows:
vTotal Transferred: The total of the funds that have been
transferred from the return.
vPending Transfer: The total of the funds that have not yet
been transferred from the return.
Note: This field is only displayed for exchange orders.
The payment information can have the following fields if a payment type has been
defined.
If the payment type displayed is in the credit card payment type group the
following fields are defined:
Table 84. Order Payment Information Screen, Credit Card
View Icons Description
Address Details Address Details - This icon takes you to the Address Details
screen where you can view the Bill To address on this credit
card.
This action is only available when you have specified an
override bill to address for this credit card.
Actions
Modify If the payment method is incomplete, this action lets you
modify payment information in the Modify Order Payment
Information screen.
Charge This action lets you charge the payment amount in the Charge
Screen screen.
Authorize This action lets you authorize the payment in the Authorize
Screen screen.
Refund This action lets you refund the amount in the Refund Screen
screen.
Delete This action deletes the payment information belonging to a
certain payment type. An alert window pops up confirming
the deletion of the payment type. Click OK and the payment
type is deleted.
Fields
Payment Type The payment type. For example, Credit Card.
Chapter 10. Order Console Screens 75
Table 84. Order Payment Information Screen, Credit Card (continued)
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credits cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Note: The charge sequence configured for this payment type
overrides any value entered in this field. However, if two
configured charge sequences have the same sequence number,
the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this
payment type.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Credit Card # The credit card number.
Note: Credit Card numbers are displayed with asterisks (*)
for all but the last four digits.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Expiration Date The expiration date on the credit card.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment type.
Credit Card Type The type of credit card, such as VISA or MasterCard.
Awaiting Authorizations The amount waiting to be authorized.
Name On Card The name exactly as it appears on the card.
Payment Type Status This field provides the current status of the payment type.
Suspended for
Charge
If selected, payment collections are frozen,
but refunds can still be performed for the
specified payment type. Reactivate payment
collections by choosing Active.
Suspended for
Charge and
Refund
If selected, payment collections and refund
credits are frozen for the specified payment
type. Reactivate payment collections and
refunds by choosing Active.
Active If selected, payments can be collected and
credits can be refunded for the specified
payment type.
The actions and the payment type status are the same in all the panels. However
the primary information for each payment type differs.
Table 85. Order Payment Information Screen, Customer Account
Actions Description
For the list of actions refer to the Order Payment Information Screen, Credit Card table.
Fields
Payment Type The payment type. For example, Credit Card or Check.
76 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 85. Order Payment Information Screen, Customer Account (continued)
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credit cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Note: The charge sequence configured for this payment type
overrides any value entered in this field. However, if two
configured charge sequences have the same sequence number,
the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this
payment type.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Customer Account # The Buyer's account number.
If encryption is turned on, the Customer Account number
field displays asterisks (*) for all but the last four digits,
unless you have the necessary permissions.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Customer PO # The purchase order number placed for the order.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment
type.
Payment Reference #1 This field can be customized as needed.
If encryption is turned on, this field displays asterisks (*) for
all but the last four digits of the Payment Reference number,
unless you have the necessary permissions.
Payment Reference #2 This field can be customized as needed.
Awaiting Authorizations The amount waiting to be authorized.
Payment Type Status Refer to the Order Payment Information Screen, Credit Card
table for the payment type status details.
Table 86. Order Payment Information Screen, Stored Value Card
Actions Description
For the list of actions refer to the Order Payment Information Screen, Credit Card table.
Fields
Payment Type The payment type, for example, gift card.
Stored Value Card # The stored value card number.
Note: SVC numbers are displayed with asterisks (*) for all
but the last four digits.
Chapter 10. Order Console Screens 77
Table 86. Order Payment Information Screen, Stored Value Card (continued)
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credit cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Note: The charge sequence configured for this payment type
overrides any value entered in this field. However, if two
configured charge sequences have the same sequence number,
the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this
payment type.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Payment Reference #1 This field can be customized as needed.
If encryption is turned on, this field displays asterisks (*) for
all but the last four digits of the Payment Reference number,
unless you have the necessary permissions.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
This field is not displayed if the ChargeUpToAvailable flag
has been enabled in the Applications Manager.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Payment Reference #2 This field can be customized as needed.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment
type.
Payment Reference #3 This field can be customized as needed.
Awaiting Authorizations The amount waiting to be authorized.
Funds Available Amount of funds available on this card. This field displays
'Not Applicable' if the query to get available funds has been
disabled.
Payment Type Status Refer to the Order Payment Information Screen, Credit Card
table for the payment type status details.
Table 87. Order Payment Information Screen, Other
Actions Description
For the list of actions refer to the Order Payment Information Screen, Credit Card table.
Fields
Payment Type The payment type. For example, Check.
78 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 87. Order Payment Information Screen, Other (continued)
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credit cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Note: The charge sequence configured for this payment type
overrides any value entered in this field. However, if two
configured charge sequences have the same sequence number,
the value entered in this field is used as a tie breaker.
Collected Amount The amount of the order that has been collected against this
payment type.
Payment Reference #1 This field can be customized as needed.
If encryption is turned on, this field displays asterisks (*) for
all but the last four digits of the Payment Reference number,
unless you have the necessary permissions.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Payment Reference #2 This field can be customized as needed.
Max Charge Limit The maximum amount this payment type can be charged.
Awaiting Collections The amount waiting to be collected against this payment
type.
Payment Reference #3 This field can be customized as needed.
Awaiting Authorizations The amount waiting to be authorized.
Payment Type Status Refer to the Order Payment Information Screen, Credit Card
table for the payment type status details.
Add Order Payment Information Screen
You can add one or more payment types to collect against an order.
If the payment type selected is in the credit card payment type group, the
following fields are displayed:
Table 88. Add Order Payment Information Screen, Credit Card Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credits cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Chapter 10. Order Console Screens 79
Table 88. Add Order Payment Information Screen, Credit Card Payment Type (continued)
Fields Description
Credit Card # Enter the credit card number.
If the yfs.ssdcs.tokenize.cc property is set to Y, the entry field
will be served from the IBM Sterling Sensitive Data Capture
Server. For information about using the IBM Sterling Sensitive
Data Capture Server to tokenize credit card numbers, refer to
the Sterling Selling and Fulfillment Foundation: Sterling Sensitive
Data Capture Server, Release 1.1: Configuration Guide. For
information about overriding properties using the
customer_overrides.properties file, refer to the Sterling
Selling and Fulfillment Foundation: Properties Guide.
Unlimited Charges Select the Unlimited Charges if the payment type has no
charge limit.
Expiration Date Enter the expiration date on the credit card.
Max Charge Limit Enter the maximum amount that can be collected against this
payment type.
Credit Card Type Enter the type of credit card, such as VISA or MasterCard.
Name On Card Enter the name exactly as it appears on the card.
Override Bill To Address Check this box to override the bill to address on the order.
For more information about address details, see Table 202 on
page 148.
If the payment type belongs to customer account payment type group, the
following fields are displayed:
Table 89. Add Order Payment Information Screen, Customer Account Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credit cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Customer Account # The Buyer's account number.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Customer PO # The purchase order number placed for the order.
Max Charge Limit Enter the maximum amount that can be charged against this
payment type.
Payment Reference #1 This field can be customized as needed.
Payment Reference #2 This field can be customized as needed.
If the payment type is check or others then both payments fall under the Others
payment type group. The field descriptions of both payment types are same.
80 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 90. Add Order Payment Information Screen, Check or Other Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credits cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Payment Reference #1 This field can be customized as needed.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Payment Reference #2 This field can be customized as needed.
Max Charge Limit Enter the maximum amount that can be collected against this
payment type.
Payment Reference #3 This field can be customized as needed.
If the payment type selected is in the Stored Value Card (SVC) payment type
group, then the following fields are available:
Table 91. Add Order Payment Information Screen, Stored Value Card Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit
card, by specifying the Charge Sequence of gift certificates as
1 and credits cards as 2, you can collect against any gift
certificates before the credit card is collected against.
Stored Value Card # Enter the stored value card number.
If the yfs.ssdcs.tokenize.svc property is set to Y, the entry
field will be served from the IBM Sterling Sensitive Data
Capture Server. For information about using the IBM Sterling
Sensitive Data Capture Server to tokenize stored value card
numbers, refer to the Sterling Selling and Fulfillment
Foundation: Sterling Sensitive Data Capture Server, Release 1.1:
Configuration Guide. For information about overriding
properties using the customer_overrides.properties file,
refer to the Sterling Selling and Fulfillment Foundation:
Properties Guide.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
This field is not displayed if the ChargeUpToAvailable flag
has been enabled in the Applications Manager.
Payment Reference #1 This field can be customized as needed.
Max Charge Limit Enter the maximum amount that can be collected against this
payment type.
Payment Reference #2 This field can be customized as needed.
Payment Reference #3 This field Can be customized as needed.
Chapter 10. Order Console Screens 81
Click Save after entering the necessary information for adding a payment types.
The Order Payment Information Screen screen is populated with the added
payment types.
Modify Order Payment Information Screen
You can modify one or more payment types to collect against an order.
If the payment type selected is in the credit card payment type group, the
following fields are displayed:
Table 92. Modify Order Payment Information Screen, Credit Card Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit card,
by specifying the Charge Sequence of gift certificates as 1 and
credits cards as 2, you can collect against any gift certificates
before the credit card is collected against.
Collected Amount The amount of the order that has been collected against this
payment type.
Credit Card # Enter the credit card number.
If the yfs.ssdcs.tokenize.cc property is set to Y, the entry field
will be served from the IBM Sterling Sensitive Data Capture
Server. For information about using the IBM Sterling Sensitive
Data Capture Server to tokenize credit card numbers, refer to
the Sterling Selling and Fulfillment Foundation: Sterling Sensitive
Data Capture Server, Release 1.1: Configuration Guide. For
information about overriding properties using the
customer_overrides.properties file, refer to the Sterling
Selling and Fulfillment Foundation: Properties Guide.
Unlimited Charges Select the Unlimited Charges if the payment type has no
charge limit.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Expiration Date Enter the expiration date on the credit card.
Max Charge Limit Enter the maximum amount that can be collected against this
payment type.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Credit Card Type Enter the type of credit card, such as VISA or MasterCard.
Awaiting Collections The amount waiting to be collected against this payment type.
Name On Card Enter the name exactly as it appears on the card.
Awaiting Authorizations The amount waiting to be authorized.
82 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 92. Modify Order Payment Information Screen, Credit Card Payment Type (continued)
Fields Description
Payment Type Status This field provides the current status of the payment type.
Suspended for
Charge
If selected, payment collections are frozen,
but refunds can still be performed for the
specified payment type. Reactivate payment
collections by choosing Active.
Suspended for
Charge and
Refund
If selected, payment collections and refund
credits are frozen for the specified payment
type. Reactivate payment collections and
refunds by choosing Active.
Active If selected, payments can be collected and
credits can be refunded for the specified
payment type.
If the payment type belongs to customer account payment type group, the
following fields are displayed:
Table 93. Modify Order Payment Information Screen, Customer Account Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit card,
by specifying the Charge Sequence of gift certificates as 1 and
credit cards as 2, you can collect against any gift certificates
before the credit card is collected against.
Collected Amount The amount of the order that has been collected against this
payment type.
Customer Account # The Buyer's account number.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Customer PO # The purchase order number placed for the order.
Max Charge Limit Enter the maximum amount that can be charged against this
payment type.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Awaiting Collections The amount waiting to be collected against this payment type.
Awaiting Authorizations The amount waiting to be authorized.
Payment Reference #1 This field can be customized as needed.
Payment Reference #2 This field can be customized as needed.
Chapter 10. Order Console Screens 83
Table 93. Modify Order Payment Information Screen, Customer Account Payment
Type (continued)
Fields Description
Payment Type Status This field provides the current status of the payment type.
Suspended for
Charge
If selected, payment collections are frozen,
but refunds can still be performed for the
specified payment type. Reactivate payment
collections by choosing Active.
Suspended for
Charge and
Refund
If selected, payment collections and refund
credits are frozen for the specified payment
type. Reactivate payment collections and
refunds by choosing Active.
Active If selected, payments can be collected and
credits can be refunded for the specified
payment type.
If the payment type is check or others, then both payments fall under the Others
payment type group. The field descriptions of both payment types are the same.
Table 94. Modify Order Payment Information Screen, Check or Other Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit card,
by specifying the Charge Sequence of gift certificates as 1 and
credits cards as 2, you can collect against any gift certificates
before the credit card is collected against.
Collected Amount The amount of the order that has been collected against this
payment type.
Payment Reference #1 This field can be customized as needed.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Payment Reference #2 This field can be customized as needed.
Max Charge Limit Enter the maximum amount that can be collected against this
payment type.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Payment Reference #3 This field can be customized as needed.
Awaiting Collections The amount waiting to be collected against this payment type.
Awaiting Authorizations The amount waiting to be authorized.
84 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 94. Modify Order Payment Information Screen, Check or Other Payment
Type (continued)
Fields Description
Payment Type Status This field provides the current status of the payment type.
Suspended for
Charge
If selected, payment collections are frozen,
but refunds can still be performed for the
specified payment type. Reactivate payment
collections by choosing Active.
Suspended for
Charge and
Refund
If selected, payment collections and refund
credits are frozen for the specified payment
type. Reactivate payment collections and
refunds by choosing Active.
Active If selected, payments can be collected and
credits can be refunded for the specified
payment type.
If the payment type selected is in the Stored Value Card (SVC) payment type
group, then the following fields are available:
Table 95. Modify Order Payment Information Screen, Stored Value Card Payment Type
Fields Description
Charge Sequence When multiple payment types are specified, Charge Sequence
specifies the default payment type.
For example, if a Buyer uses a gift certificate and a credit card,
by specifying the Charge Sequence of gift certificates as 1 and
credits cards as 2, you can collect against any gift certificates
before the credit card is collected against.
Collected Amount The amount of the order that has been collected against this
payment type.
Stored Value Card # Enter the stored value card number.
If the yfs.ssdcs.tokenize.svc property is set to Y, the entry field
will be served from the IBM Sterling Sensitive Data Capture
Server. For information about using the IBM Sterling Sensitive
Data Capture Server to tokenize stored value card numbers,
refer to the Sterling Selling and Fulfillment Foundation: Sterling
Sensitive Data Capture Server, Release 1.1: Configuration Guide.
For information about overriding properties using the
customer_overrides.properties file, refer to the Sterling
Selling and Fulfillment Foundation: Properties Guide.
Unlimited Charges Select Unlimited Charges if the payment type has no charge
limit.
This field is not displayed if the ChargeUpToAvailable flag has
been enabled in the Applications Manager.
Refunded Amount The amount of the order that has been refunded against this
payment type.
Payment Reference #1 This field can be customized as needed.
Max Charge Limit Enter the maximum amount that can be collected against this
payment type.
Authorized Amount The amount that has been authorized to collect with this
payment type.
Chapter 10. Order Console Screens 85
Table 95. Modify Order Payment Information Screen, Stored Value Card Payment
Type (continued)
Fields Description
Payment Reference #2 This field can be customized as needed.
Payment Reference #3 This field can be customized as needed.
Awaiting Collections The amount waiting to be collected against this payment type.
Awaiting Authorizations The amount waiting to be authorized.
Payment Type Status This field provides the current status of the payment type.
Suspended for
Charge
If selected, payment collections are frozen,
but refunds can still be performed for the
specified payment type. Reactivate payment
collections by choosing Active.
Suspended for
Charge and
Refund
If selected, payment collections and refund
credits are frozen for the specified payment
type. Reactivate payment collections and
refunds by choosing Active.
Active If selected, payments can be collected and
credits can be refunded for the specified
payment type.
Click Save after entering the necessary information for modifying a payment types.
The Order Payment Information Screen screen is populated with the added
payment types.
Create Credit Memo Screen
You can create a credit memo to add additional credit charges to an order.
Table 96. Create Credit Memo Screen, Credit Memo Details
Fields Description
Amount Enter the amount for which you wish to create the credit
memo.
Reference Enter the reference number.
Create Debit Memo Screen
You can create a debit memo to add additional credit charges to an order.
Table 97. Create Debit Memo Screen, Debit Memo Details
Fields Description
Amount Enter the amount for which you wish to create the debit
memo.
Reference Enter the reference number.
86 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Order Collection Details Screen
You can view collection details associated with an order.
The order header field descriptions can be referred from the Order table.
Table 98. Order Collection Details Screen, Collection Details
Fields Description
Total Collected The amount of credit collected.
Total Invoiced The amount the Buyer account has been debited or charged.
Total Refunded The amount that has been refunded on the order.
Return Invoiced Amount The amount that has been invoiced for a return charge for an
order.
Open Authorized The amount for which authorizations have been carried out.
Open Order Amount The amount remaining to be collected on the order.
Total Cancelled The amount for which cancellation has been done on order
lines on an order.
Funds From Return The total funds that can potentially be transferred from the
return that originated the exchange.
The funds from the return are broken down as follows:
vTotal Transferred: The total of the funds that have been
transferred from the return.
vPending Transfer: The total of the funds that have not yet
been transferred from the return.
Note: This field is only displayed for exchange orders.
Table 99. Order Collection Details Screen, Invoice Collection Information
Fields Description
Invoice # The invoice number.
Invoice Date The date and time that the invoice was created.
Amount Collected The amount that has currently been paid towards the
invoice.
Total Invoice Amount The total amount of the invoice.
There are two views in this screen. One is the Charge and Authorization Summary
View and the other is the Advanced Collection Details. Use the drop-down menu
to select either one of the option. In the Charge and Authorization Summary view
only the transaction types CHARGE and AUTHORIZED related details would be
available. If you want to view the the adjustments due to refunds, change of
prices, choose the Advanced Collection Detail view.
If you click on the Expand All button, the charge transaction details for each
charge transaction are expanded. If you click on the Collapse All button, the charge
transaction details for each charge transaction are collapsed.
The following Collection Summary panel provides field descriptions for both the
views.
Chapter 10. Order Console Screens 87
Table 100. Order Collection Details Screen, Collection Summary
Fields Description
Date The date that authorization/charging or adjustments was
carried out.
Transaction Type The transaction type for which the payment authorization or
charge was carried out.
When you expand the transaction types the following
payment information can be viewed:
vCustomer Account Information Expanded
vCredit Card Information Expanded
vStored Value Card Information Expanded
vPayment Type Information Expanded
The transaction type in the case of advanced collection details
are: Adjustments, Change Price etc.
Open Order The remaining amount to be collected on the order.
Authorized The amount that has been authorized.
Pre Settled Amount The amount that has been pre-settled.
Invoiced The amount that is owed by the Buyer to the Enterprise.
Collected The amount collected on the transaction.
Pending Execution The amount that is pending authorization.
Status Indicates if the collection is still OPEN, CHECKED or
CLOSED.
Table 101. Customer Account Information Expanded
Fields Description
Payment Type The payment type.
Customer Account # The customer account #.
If encryption is turned on, this field displays asterisks (*) for
all but the last four digits of the Customer Account number,
unless you have the necessary permissions.
Customer PO # The purchase order number placed for the order.
Payment Reference #1 This field can be customized as needed.
If encryption is turned on, this field displays asterisks (*) for
all but the last four digits of the Payment Reference number,
unless you have the necessary permissions.
Payment Reference #2 This field can be customized as needed.
Authorization ID The authorization ID necessary to begin authorization of the
credit card.
Authorization Expiration
Date
The date the payment must be collected by before the amount
has to be manually authorized again.
Pending Execution Amount The amount that is pending authorization.
Authorization Code The authorization code.
Authorization AVS AVS Authorization code.
Authorization Message Authorization message.
88 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 102. Credit Card Information Expanded
Fields Description
Payment Type The payment type i.e. credit card.
Credit Card # The credit card number. This field displays displays asterisks
(*) for all but the last four digits of the Credit Card number.
Expiration Date The expiration date on the credit card. This field may be
encrypted.
Credit Card Type The type of credit card, such as VISA or MasterCard.
Name on Card The name exactly as it appears on the card. This field may be
encrypted.
Authorization ID The authorization ID necessary to begin authorization of the
credit card.
Authorization Expiration
Date
The date the payment must be collected by before the amount
has to be manually authorized again.
Pending Execution Amount The amount that is pending authorization.
Authorization Code The authorization code.
Authorization AVS AVS Authorization code.
Authorization Message Authorization message.
CVV Authorization Code CVV Authorization code.
Table 103. Stored Value Card Information Expanded
Fields Description
Payment Type The payment type i.e. gift card.
Stored Value Card # The stored value card number. This field displays asterisks (*)
for all but the last four digits of the Stored Value Card
number.
Payment Reference #1 This field can be customized as needed. If encryption is
turned on, this field displays asterisks (*) for all but the last
four digits of the Payment Reference number, unless you
have the necessary permissions.
Payment Reference #2 This field can be customized as needed.
Payment Reference #3 This field can be customized as needed.
Authorization ID The authorization ID necessary to begin authorization of the
credit card.
Authorization Expiration
Date
The date the payment must be collected by before the amount
has to be manually authorized again.
Pending Execution Amount The amount that is pending authorization.
Authorization Code The authorization code.
Authorization AVS AVS Authorization code.
Authorization Message Authorization message.
Table 104. Payment Type Information Expanded
Fields Description
Payment Type The payment type i.e. check.
Chapter 10. Order Console Screens 89
Table 104. Payment Type Information Expanded (continued)
Fields Description
Payment Reference #1 This field can be customized as needed. If encryption is
turned on, this field displays asterisks (*) for all but the last
four digits of the Payment Reference number, unless you
have the necessary permissions.
Payment Reference #2 This field can be customized as needed.
Payment Reference #3 This field can be customized as needed.
Authorization ID The authorization ID necessary to begin authorization of the
credit card.
Authorization Expiration
Date
The date the payment must be collected by before the amount
has to be manually authorized again.
Pending Execution Amount The amount that is pending authorization.
Authorization Code The authorization code.
Authorization AVS AVS Authorization code.
Authorization Message Authorization message.
Charge Screen
You can manually enter an amount to be charged with a particular payment type.
Table 105. Charge
Fields Description
Authorization ID Enter the authorization ID for the charge.
Code Enter a code for the charge.
Expiration Date Enter the expiration date for the charge.
Amount Enter the amount being charged.
Authorize Screen
You can manually enter an amount to be authorized with a particular payment
type.
Table 106. Authorize
Fields Description
Authorization ID Enter the authorization ID for the authorization.
Code Enter a code for the authorization.
Expiration Date Enter the expiration date for the authorization.
Amount Enter the amount being authorized.
90 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Refund Screen
If the payment rule you are using against this order requires authorization, you
can manually refund an amount to be collected with a particular payment type.
Table 107. Refund
Fields Description
Authorization ID Enter the authorization ID for the refund.
Code Enter a code for the refund.
Expiration Date Enter the expiration date for the refund.
Amount Enter the amount being refunded.
Order Line Search By Status Screen
You can search for order lines based on the order line status.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 108. Order Line Search By Status
Fields Description
Order Number Enter the order number of the order line you are searching
for, if applicable.
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Buyer Enter the Buyer of the order lines you want to search for, if
applicable.
Seller Enter the Seller of the order lines you want to search for, if
applicable.
Buyer Account Number Enter a Buyer account number to search for order lines of a
draft order containing a particular Buyer account number, if
applicable.
Order Line Status Select the status range of the order lines you want to search
for, if applicable.
Payment Status Select the payment status the order lines you are searching
for are in, if applicable.
Held Orders Select this if the order lines you are searching for are being
held.
Hold Type If you selected Held Orders, select the hold type with which
the orders you are searching for are associated.
Chapter 10. Order Console Screens 91
Table 108. Order Line Search By Status (continued)
Fields Description
Max Records Enter the maximum number of order lines you want returned
from your search.
The Order Line List Screen screen is displayed as a result of this search.
Order Line Search By Item Screen
You can search for order lines based on the available item information.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 109. Order Line Search By Item
Fields Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number of the order line you are searching
for, if applicable.
Buyer Enter the Buyer of the order lines you want to search for, if
applicable.
Seller Enter the Seller of the order lines you want to search for, if
applicable.
Item ID Enter the item ID to search for order lines containing a
specific item, if applicable.
Product Class Select an item product class to search for order lines
containing an item that has a specific product class, if
applicable.
UOM Select an item unit of measure to search for order lines
containing an item that has a specific unit of measure, if
applicable.
Item Description Enter the item description you want the order lines you are
searching for to be associated with, if applicable.
Customer Item ID Enter the customer's item ID to search for order lines
containing an item that has a specific customer item ID, if
applicable.
Customer PO Number Enter the customer's purchase to search for order lines
containing an item that has a specific customer purchase
order number, if applicable.
Max Records Enter the maximum number of order lines you want returned
from your search.
92 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
The Order Line List Screen screen is displayed as a result of this search.
Order Line Search By Date Screen
You can search for order lines based on the order line creation, shipping dates
information.
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 110. Order Line Search By Date
Fields Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number of the order line you are searching
for, if applicable.
Buyer Enter the Buyer of the order lines you want to search for, if
applicable.
Seller Enter the Seller of the order lines you want to search for, if
applicable.
Buyer Account Number Enter the Buyer's account number with the order lines you
want to search for, if applicable.
Order Date Enter the order date range through which you want to search
for order lines, if applicable.
Requested Ship Date Enter the requested shipping date range through which you
want to search for order lines, if applicable.
Requested Delivery Date Enter the requested delivery date range through which you
want to search for order lines, if applicable.
Max Records Enter the maximum number of order lines you want returned
from your search.
The Order Line List Screen screen is displayed as a result of this search.
Order Line Search By Draft Orders Screen
You can search for order lines which are in the draft status in this screen.
Chapter 10. Order Console Screens 93
Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
Table 111. Order Line Search By Draft Orders
Fields Description
Document Type Select the appropriate document type to search for, if
applicable.
Enterprise Choose the field and lookup option to find the specific
Enterprise you want use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Order Number Enter the order number of the draft order you are searching
for, if applicable.
Buyer Enter the Buyer of the order lines you want to search for, if
applicable.
Seller Enter the Seller of the order lines you want to search for, if
applicable.
Buyer Account Number Enter a Buyer account number to search for order lines of a
draft order containing a particular Buyer account number, if
applicable.
Max Records Enter the maximum amount of order lines you want returned
from your search.
The Order Line List Screen screen is displayed as a result of this search.
Order Line List Screen
The Order Line List window displays the results of an order line search. You can
perform actions on a single order line or multiple order lines by selecting the check
boxes of the order lines you want to perform an action on and choosing the
applicable action from the action bar.
Table 112. Order Line List
Actions Description
View Details This action takes you to the Order Line Detail Screen screen
where you can view the details for the selected order lines.
View Releases This action takes you to the Order Releases for Order Line
Screen screen where you can view the releases for the order
line.
View Instructions This action lets you view the Order Line Instructions Screen
screen where you can create, modify or delete the order line
instructions.
View Kit Components This action lets you view the Kit Components Screen screen.
View More Addresses This action lets you view the More Order Line Addresses
Screen screen.
View Work Orders This action takes you to the Work Orders Screen screen where
you can view the related work orders.
94 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 112. Order Line List (continued)
View Audits This action takes you to the Order Line Audits Screen screen
where you can view the audits of individual lines.
Unschedule Line This action unschedules the selected order lines.
View Future Availability This action takes you to the View Availability Notes Screen
screen.
Fields
Order # The unique identifier of the order.
Line # The line number of the order. Click this link to view the
Order Line Detail Screen screen.
Item ID The product item's ID.
PC The item's product class.
UOM The item's unit of measure.
Item Description The item's description
Recv Node The destination node name.
Ship Node The shipping node name.
Line Qty The quantity used to measure the service.
Amount The total amount charged for the order line.
Status The status of the order line.
Order Line Detail Screen
Table 113. Order Line Details Screen, Order Line
View Icons Description
Order Releases This icon takes you to the Order Releases for Order Line
Screen screen where you can view the list of order releases
based on the release number, ship node and status.
Instructions This icon lets you view the Order Line Instructions Screen
screen where you can add, modify or delete the instructions
for a order line.
Kit Components This icon takes you to the Kit Components Screen where you
can view the kit components associated with the order line.
Address This icon takes you to the More Order Line Addresses Screen
screen where you can add or modify forwarding address.
Chained Orders This icon lets you view the Viewing an Order Line's Chained
Order Lines screen. For example you can view the Return
Orders created from the order console by clicking this icon.
Additional Attributes This icon takes you to the Item Attributes Screen screen
where you can specify additional attributes for item and
delivery.
Shipment Data Types This icon takes you to the Order Line Dates Screen screen to
view the requested, expected and actual date type for the
given order line.
Inventory Information This icon takes you to the Inventory Information Screen
screen where you can enter the tag identifiers and tag
attributes for the order line.
Chapter 10. Order Console Screens 95
Table 113. Order Line Details Screen, Order Line (continued)
Provided Item This icon takes you to the Associated Service Requests Screen
screen where you can view or cancel the services associated
with this order line.
Work Orders This icon takes you to the Work Orders Screen screen where
you can view the related work orders associated with this
order line.
Audit This icon takes you to the Order Line Audits Screen screen
where you can view the list of audits done for that order line.
Actions
Unschedule Line This action unschedules the order line.
Add Service Requests The action takes you to the Add Service Requests Screen
screen where you can add any service requests associated
with this product line.
Line Availability This action takes you to the Line Availability Screen screen
where you can view the availability of the order line.
View Future Availability This action takes you to the View Availability Notes Screen
screen.
Fields
Order # The unique identifier of the order. Click this link to view the
Order Detail Screen screen.
Item ID The product item's ID. Click this link to view the inventory
details for the item. For more information about screen
reference, see the Sterling Selling and Fulfillment Foundation:
Global Inventory Visibility User Guide.
Description The description of the item.
Receiving Node The destination node of the order line.
Document Type The document type associated with the order line.
Line # The line number of the order line.
Unit of Measure The units of measure in which the order line is calculated.
Ship Node The node from which the order line is carried out.
Line Quantity The quantity used to measure the ordered item.
Product Class The item's product class.
Status The status of the order line. Click this link to view the Order
Line Status Breakup Screen screen.
Requested Delivery Date The date on which the Buyer wants the order to be delivered.
Exchange Type Select the exchange type from the drop-down list. The option
of changing the type of an exchange is only available when
the order is in Draft Order Created status. Once the order is
confirmed, you are not able to edit this field.
Note: This field is only displayed for exchange orders.
Created For Return # The return order number for which the exchange was created.
Click on the hyperlink to see that return order.
Note: This field is only displayed for exchange orders.
Table 114. Order Line Detail Screen, Charges and Taxes
Fields Description
All the fields are tabulated against the overall, open and invoiced prices.
96 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 114. Order Line Detail Screen, Charges and Taxes (continued)
Fields Description
Extended Price The total of quantity multiplied by unit price.
Option Price The price of any additional options associated with the item
ordered.
Discount The discount price applied to the associated line. Click the
hyperlink to view the Overall Order Line Charges Screen,
Remaining Order Line Charges Screen and Modifying an
Order Line Charge.
Charges The total charges applied the associated line. Click the
hyperlink to view the Overall Order Line Charges Screen,
Remaining Order Line Charges Screen and Modifying an
Order Line Charge.
Tax The total taxes applied to the order line. Click the hyperlink
to view the Overall Order Line Taxes Screen, Remaining
Order Line Taxes Screen and Invoiced Order Line Taxes
Screen.
Totals The total amount of the associated line after any charges and
taxes have been applied.
The Ship To and Forward To panels display the shipping and the forwarding
address. For modifying the addresses refer to the ShipTo and the ForwardTo table
descriptions.
Table 115. Order Line Detail Screen, Additional Attributes
Fields Description
Unit Price The price of the line item listed by the Seller.
List Price The price the item is listed at by the manufacturer.
Invoiced Quantity The quantity of the line item that has been invoiced.
Retail Price The selling price at which the item is listed.
Pre-settled Quantity The quantity of the line item that has been pre-settled.
Pre-settlement occurs when any quantity is collected prior to
an order reaching a point in its lifecycle when collections are
actually configured to be made.
Pre-settled Amount The amount for which the line has been pre-settled.
Pre-settlement occurs when any amount is collected prior to
an order reaching a point in its lifecycle when collections are
actually configured to be made.
For example, an order is made for a $100 item. The customer
plans to pay with a $20 gift card and a credit card. Your
organization collects for amounts on an order at the time of
shipment.
In this example, the $20 gift card is accepted as a pre-settled
amount and the additional $80 is collected from the credit
card at the time of shipment. Therefore, anytime in the
order's lifecycle before shipment occurs, this field displays
$20 as the pre-settled amount.
Requested Ship Date The date by which that the order line must be shipped.
Chapter 10. Order Console Screens 97
Table 115. Order Line Detail Screen, Additional Attributes (continued)
Fields Description
Requested Cancel Date The date the order line should be cancelled by if it is not
fulfilled.
Line Type This field can be customized as needed.
Minimum Fill Quantity The quantity of the order line item that must be scheduled
from a single node for the line to begin shipping. For
example, if there are 4 items in the order line and the
Minimum Fill Quantity has been set to 3, the order line can
begin shipping once 3 items have been scheduled to the
order.
Distribution Rule The distribution rule used for ship node determination. For
more information about distribution rules, see the Sterling
Selling and Fulfillment Foundation: Distributed Order
Management Configuration Guide.
Reservation ID If the line is being reserved, an ID for the reservation is
displayed.
Packlist Type The packlist type.
Department Code This field can be customized as needed.
Inventory UOM The unit of measure for which inventory of the item is stored.
Customer PO # The purchase order number given to the Buyer for the order.
Customer PO Line # The purchase order line number given to the Buyer for the
order.
Pricing UOM The unit of measure used to calculate the price of the order.
Shipped Quantity The quantity of this order line that has been shipped.
Received Quantity The quantity of the order line that has been received.
Procure From Node
Lookup
If this is a procurement transfer order, this field indicates the
node from which the procurement order lines are fulfilled.
For more information about procurement transfer orders, see
the Sterling Selling and Fulfillment Foundation: Distributed Order
Management Configuration Guide.
Fulfillment Type The fulfillment type is used to determine if there are any
custom requirements used to determine sourcing locations
associated with this order. For example, you are creating an
order for a special promotion. According to your business
practices, items involved with this promotion are to be
sourced from a particular node called Node 1. To handle this
scenario, a fulfillment type called 'Promotion' has been
defined and a sourcing rule has been configured to source all
orders with a fulfillment type of Promotion from Node 1. For
more information about fulfillment types and sourcing rules,
see the Sterling Selling and Fulfillment Foundation: Distributed
Order Management Configuration Guide.
Gift Check this if the order line is a gift.
Intentional Backorder If this field is set to Y, it means that the order was
intentionally placed into backordered status at order creation.
98 Sterling Selling and Fulfillment Foundation: Distributed Order Management User Guide
Table 116. Order Line Detail Screen, Delivery Attributes
Field Description
Delivery Method The method in which this order line reaches its final
destination:
vDelivery - specialized carrier services, such as piano
movers.
vPickup - hold items for the customer to retrieve.
vShipping - typical carrier services, such as UPS.
Carrier Account # The Carrier organization's account number with your
organization.
Associated Delivery Line
Number
The line number and link to the associated delivery service
order line, if applicable.
Shipping Paid By The organization that pays for shipping the order line.
Carrier/Service The carrier (such as UPS) and service (such as Ground or
Next Day Air) for the order line.
Freight Terms The freight terms used by the carrier.
Order Releases for Order Line Screen
If some or all of the line has been released, you can view a list of releases
including the line.
Table 117. Order Line
Fields Description
Order # The unique identifier of the order. Click this link to view the
Order Detail Screen screen.
Item ID The product item's ID. Click this link to view the inventory
details for the item. For more information about screen
reference, see the Sterling Selling and Fulfillment Foundation:
Global Inventory Visibility User Guide.
Description The description of the item.
Receiving Node The destination node of the order line.
Line # The line number of the order line.
Unit of Measure The units of measure in which the order line is calculated.
Ship Node The node from which the order line is carried out.
Line Quantity The quantity used to measure the ordered item.
Product Class The item's product class.
Status The status of the order line. Click this link to view the Order
Line Status Breakup Screen screen.
Requested Delivery Date The date on which the Buyer wants the order to be delivered.
Exchange Type Select the exchange type from the drop-down list. The option
of changing the type of an exchange is only available when
the order is in Draft Order Created status. Once the order is
confirmed, you are not able to edit this field.
Note: This field is only displayed for exchange orders.
Created For Return # The return order number for which the exchange was created.
Click on the hyperlink to see that return order.
Note: This field is only displayed for exchange orders.
Chapter 10. Order Console Screens 99
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