Downloading and Maintaining Order Status

OASIS allows users to download order statuses from factories with certified OASIS connectivity that is properly configured. Once downloaded, OASIS will attempt to "auto-apply" as many items as it can from the download. When order status is automatically applied to an order, the lines are updated to reflect information in the order status download. Note: orders that auto-apply will have the update user on the order header details and shipment lines. Items that cannot be auto-applied are placed in the Order Status Download Folder.

Running An Order Status Download

1. Navigate to the Orders page.

2. Highlight the needed orders.

3. Select "Tools."

4. Select "Receive Order Status."

5. A notification will appear, stating that the order status is downloading.

6. Once completed, another notification will appear, stating that the order status has been successfully downloaded. 

7. The order status will appear in the "Order Download Folder."

Processing Order Status

1. Navigate to the Orders page.

2. Select "Tools."

3. Select "Show Order Download Folder."

4. The "Downloads" window will appear. This window will display all the order status that did not apply to orders in your system.

5. Select the needed "Order Status."

6. To process these items, select "Tools."

7. Select from the following options that best suit your needs:

• Create Matching OASIS Transaction- this option will create the PO for which it is designated. Note: If the order already exists in OASIS, do not choose this option. 
• Select OASIS PO and Move- this option allows users to search for the order manually and move the copy of the order status to that transaction.
• Move to Related OASIS Transaction- this option automatically searches for the PO and moves the information to the order if OASIS finds it. If not, no action will occur.
• Clean Up (Move to Related)- this option takes all order status in the folder and selects the items that it can find automatically.

Note: in ALL cases above, an attachment will be added to the order with the order status information. No OASIS transaction or line level information is processed for the order. Users will still need to manually apply the information.

The only case where information is applied to the order is when the auto-apply process is successful. 

Manually Applying Shipping Information

Once an order status has been applied to the related order, users may apply the shipping information in one of two ways:

• type the information, using default OASIS shipping status processes.
• use drag-and-drop multi-window process. Note: this example will use the drag-and-drop process.

1. Navigate to the Orders page.

2. Open the needed order.

3. Select "Tools."

4. Select "View Order Status Downloads."

5. The window that appears at the bottom left will display a list of all downloaded order status files. The window that appears at the bottom right is the file that is currently open.

6. In the "Transaction Viewer" drag and drop the needed information into the lines of the order. The shipping information will be added to the line. Note: to apply the information to a factory item, be sure to add that item before dragging the information. This process cannot be completed if shipping information is already applied to the parent line.

Emailing/ Printing Customer Order Status

1. Once shipping information has been updated in the order, select "Print."

2. The "Print PO" window will appear.

3. Set the "Output to" field.

4. Check the "Customer Shipping Status" box. 

5. Select "OK." 

6. The "Send Message" window will appear if you are emailing the order, and print preview version will appear if you are printing the order.

7. Verify that all information is correct. Note: if the customer is setup to receive raw data, an O2O file is attached to the message. Note: dollar amounts will not show in the order status (shipping) O2O files sent from the representative or manufacturer to an end customer. Only shipping information is sent.