This document covers the generic OASIS processes for downloading and processing order status downloads from factories. If your Manufacturer has specific features not covered in this document, contact us for more information, or if there are additional steps requires.
To run order status in a one time download, simply go to the "Orders" application and from the Tools menu, select "Receive Order Status." The download will start, and you will see a bubble appear near your clock in the Window's tray.
The download runs in the background, and you will receive a notification when it completes.
If the Order Status has completed, you should see a line with the "Action" of "Order Status Download" saying "Download complete." If it is still running, you will not see this item.
Once order status has completed the download, it will also show the Order Status download folder. (See below)
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 the information in the order status download (i.e., shipping lines added/updated, etc.). NOTE: Orders that auto-apply will have the update user of "OASIS" on the order header details and shipment lines.
Items that it cannot auto-apply are placed into the Order Status Download Folder. This folder is what appears/pops up after the download completes.
Access the folder at any time by going to the "Orders" application in OASIS, and from the Tools menu, selecting "Show Order Status Download Folder."
Once in the download folder, you will see all of the order status that did not apply to orders in your system.
At this point, you can open the items and view the data that is on them. It will also say if the order was or was not found in your system at the bottom.
To process these items, you can use the tools menu and choose from the following options:
- Create Matching OASIS Transaction
- This option will create the PO for which it is designated. If the order already exists in OASIS, you should NOT choose this option
- Select OASIS PO and Move
- Allows you to search for the Order manually and move the copy of order status to that transaction
- Move to Related OASIS Transaction
- Automatically searches for the PO and moves the information to it if it finds it. If not, no action will happen
- Clean Up (Move to Related)
- Similar to above, but takes ALL order status in the folder and selects the items it can find automatically
NOTE: In ALL cases above, an attachment is added to the order with the order status information. No OASIS transaction or line level information is processed for the Order. You will still need to go in an manually apply the information. The only case where information is applied to the order is when the auto-apply process is successful.
Once order stats has been moved to the related order, you can apply the shipping in one of two ways. The first is to type the info in using default OASIS shipping status processes. The second is to use the drag-and-drop multi-window process. You can get to this view by clicking on the "Tools" menu from inside the Order, and then "View Order Status Downloads."
The window on the bottom left is a list of all downloaded order status files. The one on the bottom right is the currently open file. You can change files by clicking on the button to the left of each line in the "Order Status Download History" window.
The window on the right ("Transaction Viewer") will let you drag information from the lines to the lines on the order. Simply click on the link that shows in blue, then drag it to the line you wish to apply it to. The shipping info will be added to the line.
If you need to apply it to a factory item, be sure to add that factory item before dragging the information. This is done by clicking the blue link beneath the item to add a factory item. NOTE: this cannot be done if you have shipping already applied to the parent line.