SSGTJF - Documentation Index

Table of Contents

• Welcome
• What's new
  • … in agentic AI
  • … in Order Hub
  • … in Order Service
  • … in Self Service
  • … in the platform
  • Archived what's new
    • … in the platform
      • … in 2025
      • … in previous years
    • ... in Self Service
      • … in 2025
      • … in previous years
    • … in Order Hub
      • … in 2025
      • … in previous years
• Overview
  • AI agent capabilities in IBM Sterling Order Management System
  • Deployment options
  • IBM Sterling Order Management System product overview
    • IBM Sterling Order Management System Standard Edition
    • IBM Sterling Order Management System Essentials Edition
    • Business Partner and third-party service provider contract
  • Order Service
    • Order Search
      • Reading an index
      • Saving an order
    • Built-in integration with Order Service
      • Integration with Order Search
        • Introduction to search index capabilities
        • Search index process flow
        • Handling exceptions
        • Index synchronization
        • Considerations for continuous index failure
        • Data migration and index sync agents
  • Next-generation platform for IBM Sterling Order Management System
  • Next-generation Order Hub
  • B2B operations
  • What's changed
    • ... 2023
    • ... 2022
  • Deprecated components
  • Supported languages
  • Cloud infrastructure - certifications, standards, and regulations
    • Security and Compliance
      • ISO
      • SOC 1 and SOC 2
    • Data Privacy Regulations
      • General Data Protection Regulation (GDPR) support
        • GDPR process workflow
        • Enabling GDPR support in IBM Sterling Order Management System
        • Retrieving GDPR data
          • GDPR_Get_Data service
          • GDPR_Get_Detail_Data service
          • Sample output XML file for GDPR_Get_Data service
          • Sample output XML file for GDPR_Get_Detail_Data service
          • Configuring the GDPR_Get_Data service
          • Configuring the GDPR_Get_Detail_Data service
        • Managing GDPR data
          • Deleting GDPR data
          • Restricting processing of GDPR data
          • Configuring properties for GDPR data deletion and restriction
        • Masking Personal Identifiable Information (PII) data
      • California Consumer Privacy Act (CCPA) support
    • Brazilian General Data Protection Law - LGPD
  • Roles and responsibilities
    • Roles
    • Responsibilities for the legacy platform
    • Responsibilities for the next-generation platform
  • Environments
    • Access and responsibilities
    • Disaster recovery
    • Troubleshooting environments
  • IBM Sterling Order Management System concepts
    • Supplied and add-on features
      • Sterling Distributed Order Management
      • IBM Sterling Intelligent Promising Inventory Visibility
      • Global Inventory Visibility
      • IBM Sterling Logistics Management
      • Order Hub
      • Sterling Reverse Logistics
      • Delivery service & scheduling add-on
      • IBM Sterling Call Center add-on
      • Sterling Configurator add-on
      • Pricing add-on
      • Quotations add-on
    • Shared components
      • Participant modeling
      • Process modeling
      • Monitoring business events and exceptions
      • Catalog management concepts
      • Inventory availability & promising
      • Payment and invoices
    • Technical components
      • Service definition framework
        • REST API integration for Service Definition Framework
          • Getting started and configuration
          • Authentication and security
          • Dynamic variable resolution
          • Request context propagation
          • Troubleshooting
      • System monitoring overview
  • Documentation conventions
  • Accessibility
• Getting started
  • Environment access
    • Setting up environment access using Self Service on the legacy platform
      • Accessing Self Service
      • Viewing and running processes
      • Requesting access to an environment
      • Configuring environment connections
      • IBM environment access process
    • Setting up environment access using Self Service on the next-generation platform
      • Accessing the Self Service application
      • Accessing IBM Sterling Order Management System applications
  • Drop server
    • Accessing the drop server
  • Downloading the developer toolkit
  • Coordinating programming responsibilities
  • Guidelines on configuration data movement
  • Setting up the build and source control environment
  • Submitting SSL certificate updates on the legacy platform
  • Submitting SSL certificate updates on the next-generation platform
  • Video library
  • Migration to Sterling Order Management System SaaS
    • Prerequisites for migrating to Sterling Order Management System SaaS
    • Data migration
    • Features not supported in Sterling Order Management System SaaS
    • Managing properties
    • Frequently asked questions (FAQs)
    • Deprecated components
• Updating
  • Major updates
    • Major updates schedule
    • Updating an existing developer toolkit environment
    • Handling factory data
  • Minor updates
    • Minor updates schedule
    • Applying minor updates on the next-generation platform
    • Applying minor updates through Self Service
  • Resolved issues
    • Archived resolved issues
      • … in the platform
        • … in 2025
        • … in 2024
        • … in previous years
  • Order Hub resolved issues
    • Archived Order Hub resolved issues
  • Deprecation notice for IBM JDK 8
  • Migrating the existing order data to Order Service
  • Migration to IBM Semeru JDK 21
  • Deprecation notice for Sterling Order Management System legacy platform
  • Migration from Sterling Order Management System legacy to next-generation platform
  • Transitioning from Application Console to Order Hub
    • Before you begin
    • Functional comparison
    • Technical comparison
    • Deprecation notice for Application Console
  • Moving from Order Hub to next-generation Order Hub
  • Distribution list for email notifications
• Developing
  • Setting up a developer toolkit environment
    • Containerized developer toolkit
      • Prerequisites
        • Podman support
          • Installing developer toolkit using Podman on CentOS
          • Installing developer toolkit using Podman on Ubuntu
        • Prerequisites for setting up containerized developer toolkit on Linux
        • Prerequisites for setting up a containerized developer toolkit on Mac M1
        • Setting up containerized developer toolkit on macOS
        • Prerequisites for setting up containerized developer toolkit on a Windows environment
      • Downloading the containerized developer toolkit
        • Downloading the containerized developer toolkit on the next-generation platform
        • Downloading the containerized developer toolkit on the legacy platform
      • Extracting developer toolkit
      • Setting up the containerized developer toolkit environment
        • Overriding the default docker compose properties
        • Overriding functional properties with developer toolkit-specific values
      • Upgrading an existing containerized developer toolkit environment
      • Update custom extensions in containerized developer toolkit environment
      • Deploying customizations in a new runtime container
      • Doing more with your containerized developer toolkit
        • Configuring and running agents in containerized developer toolkit
          • Configuring catalog search index
          • Running the data extraction agent in your developer toolkit environment
        • Generating and accessing Javadoc
          • REST API documentation - Swagger/OpenAPI
            • Generating Swagger/OpenAPI documentation
            • Key features
            • Understanding the documentation structure
        • Importing configurations by using Configuration Deployment Tool (CDT)
        • Recovering or resetting parts of the developer toolkit
        • Setting up developer toolkit with host networking
        • Master Data Upload setup in developer toolkit
        • Extra deployment options for WebSphere Application Server Liberty
        • Using Java Client tool to test Sterling Order Management System MQ queues over SSL
        • Supporting OIDC provider login in developer toolkit environment
        • Installing developer toolkit with Sterling Intelligent Promising Inventory Visibility phase 1 adapter
      • Docker Compose commands reference
      • Docker commands reference for containerized developer toolkit environment
    • Launching the stand-alone Applications Manager to connect to the developer toolkit environment
    • Importing custom extensions
    • Exporting custom extensions from a developer toolkit environment
      • Validations
    • Setting up project repository for source control
    • Setting up a Build server to import and export customizations
  • Extending your application
    • File names,keywords, and other conventions
      • Reserved special characters and keywords introduction
      • Naming files
      • Reserved keywords
    • Querying the database
      • Running SQL queries with the DB Query Client
      • Importing and exporting queries
      • Managing your queries
      • Best practices
    • Extending the database
      • Guidelines for extending databases
      • Extending database tables
        • Adding columns to a default table
          • Guidelines for adding custom columns to a default table
          • Guidelines for updating custom columns
          • Guidelines to add support for data compression of columns
        • Features requiring multiple extensions
        • Adding unique tag identifiers and descriptors to a default table
        • Adding non-unique indices to a default table
          • Guidelines for adding non-unique indexes to a default table
        • Adding foreign key elements to a default table
          • Guidelines for adding foreign key elements to a default table
        • Predefining and grouping a set of columns for a query
        • Adding text search indexes to a default table
          • Guidelines for adding text search index elements to a default table
        • Enabling case-insensitive searches
          • Modifying an entity XML
        • Creating custom and hang-off tables
          • Steps to create a custom table
          • Steps to create a hang-off table
          • Purging data from hang-off tables
        • Dropping custom tables or custom columns
      • Extending a catalog search
      • Extending DB Sequence
      • Generating Audit References for Entities
      • Extending API Templates
        • Including extended attributes in the API template
        • Including custom and hang-off entities in the API template
        • Configuring services for custom and hang-off APIs
      • Coding guidelines to avoid deadlocks
    • Extending the data types files
      • Extending the data type map file
      • Extending the data type file
    • Using custom OMS properties
    • Data validation
      • Disabling data validation
      • Bypassing data validation for an URI
      • Implementing data validation
        • Defining regular expressions in datatypes XML file
        • Define regular expressions in XML files
        • Registering regular expressions
        • Defining validation rules in datatypes XML file
        • Externalizing validation rules defined in the datatypes XML file
        • Defining validation rules in XML files
        • Defining abstract validation rules
        • Extending abstract validation rules
        • Registering validation rules
        • Overriding regular expressions
        • Overriding validation rules
        • Defining an adapter to find validation rules
        • Defining URI-based adapter to find validation rules
        • Deleting registered validation rules
      • Custom validations
        • Violation references
        • Input template
        • Model templates
          • Model template – sample configuration metadata XML file
          • Adding a new entity attribute in the model template
          • Modifying an entity attribute in the model template
          • Adding a new query type to an entity attribute
          • Deleting an entity attribute from the model template
      • Exception handling
        • Defining error messages
        • Localizing error messages
        • Defining custom regular expression error message provider
      • Localizing validation rules
    • Migrating to log4j2
    • Customizing log4j2 configuration
    • Invoking REST services
      • Calling List APIs
      • Calling Detail APIs
      • Calling Create APIs
      • Calling Modify APIs
      • Calling Delete APIs
      • Accessing APIs and services with POST
      • Specifying HTTP headers
        • Specifying output format for JSON
      • Passing API templates
      • Errors and status codes
    • HTTP REST XAPI Tester
      • Setting up HTTP REST XAPI Tester
      • Using the HTTP REST XAPI tester user interface
    • Customizing APIs
      • About extending services
      • Invoking services synchronously or asynchronously
      • Business functions to use in services
      • Message size for asynchronous services
      • Exception handling and services
      • About APIs
      • API behavior
      • Types of APIs
      • API security
        • Include the apisecurity file in the documentation
      • Date and time handling by APIs
        • Specifying time zones
        • Using date-time syntax
      • About input XML files for APIs
      • Guidelines for forming API input
        • Using literals in maps and XMLs
        • Using special characters
        • XML-based APIs
        • Support for createTS and modifyTS in input and output XML files
      • Forming queries in the input XML of list APIs
        • To form queries
        • Setting query timeouts for XAPIs
      • Sorting through orderBy element in the input XML of list APIs
      • About output XML files and templates for APIs
      • Extending an output XML template
      • Best practices for creating custom output XML templates
        • Gather information relevant to the API
        • Gather information relevant to your business needs
        • Choose an appropriate template mechanism
        • Develop useful templates
        • Keep performance needs in mind
      • Defining and deploying a static template for output XML
      • Defining and deploying a dynamic template for output XML
      • Sequence of precedence for output XML templates
        • API templates
        • Event templates
      • DTD and XSD generator
      • Defining complex queries
      • Invoking extended APIs
      • Implementing the error sequence user exit
      • Implementing the yIFExceptionGroupFinder interface
      • Exception handling in extended APIs
      • Locking records in extended APIs
      • Invoking APIs from the client environment
      • Invoking services and standard APIs programmatically
      • Configuring service invocation
      • Directing API calls to specific servers
    • Enabling CDT for custom configuration tables
    • Customizing the user interface
      • Customizing Sterling Business Center
        • Setting up the customization environment
        • Extensibility in the web UI framework for application developers
          • Differential extensibility in the web UI framework
          • Override extensibility in the web UI framework
          • Differential extensibility versus override extensibility in the web UI framework
          • What can be customized and extended with the web UI framework
          • Extending versus customizing an ext JS widget/component with the web UI framework
          • Extensibility workbench versus designer workbench in the web UI framework
        • Extensibility workbench of the web UI framework for application developers
          • Configuring the web UI framework extensibility workbench
          • Using the web UI framework extensibility workbench to modify a widget
          • Extensibility workbench tools of the web UI framework
          • Control details view of the web UI framework
          • Property restrictions in extensibility in the web UI framework
          • Adding namespaces to screens using extensibility in the web UI framework
        • Designer workbench of the web UI framework for application developers
          • Mashups in Sterling Order Management System
          • Extending mashups in the web UI framework
            • Extending mashups by using override extensibility
            • Extending mashups by using differential extensibility
          • Creating new UI screens using the designer workbench in the web UI framework
          • Designer workbench tools of the web UI framework
          • Using the web UI framework designer workbench to create new screens for custom developers
          • Generating copyright comments with the web UI framework
        • Widgets of the web UI framework
        • Ext JS plugins in the web UI framework
        • Ext JS plugin methods in the web UI framework
        • Creating ext JS plugins with the web UI framework
        • Example code for registering ext JS plugins in the web UI framework
        • Working with widgets in the web UI framework
        • Adding a widget to a screen with the web UI framework
        • Customizing widgets in an existing installation with the web UI framework
        • Hiding fields with the web UI framework
        • Accessing the working files of the web UI framework
        • Viewing screen objects in the outline or tree view of the web UI framework
        • Configuring properties for screens, widgets, and other items with the web UI framework
        • Providing description attributes for binding namespaces in the web UI framework
        • Wizards of the web UI framework
          • Creating a wizard with the web UI framework
          • Wizard page attributes in the web UI framework
          • Wizard rule attributes in the web UI framework
          • Wizard transition attributes in the web UI framework
          • Wizard flow controller attributes in the web UI framework
          • Wizard breadcrumb attributes in the web UI framework
          • Sample XML flow definition for wizards in the web UI framework
        • Preset properties in the web UI framework
          • Creating preset properties with the web UI framework
          • Applying preset properties with the web UI framework
        • Enabling a child screen to access a parent screen with the web UI framework
        • Menu customizations with the web UI framework
        • Creating smart tags with the web UI framework
        • Generating code from templates with the web UI framework
          • Code template generator of the web UI framework
          • Default code templates of the web UI framework
          • Creating a custom code template with the web UI framework
          • Creating a custom code template using a blank template with the web UI framework
          • Editing a custom code template with the web UI framework
          • Updating a screen in a running application with the web UI framework
        • Customize related tasks forSterling Order Management System
          • Related tasks - sample metadata XML file
          • Add a related task category
          • Modify a related task category
            • Add a related task
            • Modify a related task
            • Delete a related task
          • Delete a related task category
        • Customize advanced search criteria forSterling Order Management System
          • Add or modify a search attribute
            • Defining the values for XML attributes for a search attribute
            • Example - adding a search attribute
            • Example - modifying a search attribute
          • Remove a search attribute
            • Example - removing a search attribute
        • Customize the conditions in an approval rule forSterling Order Management System
          • Approval rule – sample configuration metadata XML file
          • Add a new entity attribute to a domain
          • Modify an entity attribute in a domain
            • Add a new query type to an entity attribute
            • Delete an existing query type from an entity attribute
          • Delete an entity attribute from a domain
        • Extending the model template for manager overrides in IBM Sterling Business Center
          • Model template – sample configuration metadata XML file
          • Extending the return window validation
          • Creating dynamic data capture fields inIBM Sterling Business Center
          • Adding a new entity attribute in the model template
          • Modifying an entity attribute in the model template
            • Adding a new query type to an entity attribute
            • Delete an existing query type from an entity attribute
          • Deleting an entity attribute from the model template
        • Customizing the user interface screens to record the change requests fromIBM Sterling Business Center
        • Resource bundles in Sterling Order Management System
        • Changing bundle files in the web UI framework
        • About dashboards, dashlets, and registries
          • Creating and registering dashboard metadata
          • Creating and registering dashlet metadata
        • About the dashboard and dashlet user interface
          • Creating the dashboard user interface
          • Creating the dashlet user interface
        • About customizing and resetting the dashboard
          • Customizing the dashboard user interface with the web UI framework
          • Resetting the dashboard to the default dashboard definition
          • Extending an existing dashboard by adding new dashlets in the web UI framework
        • About chart dashlets
        • Creating chart dashlets
        • Supporting multiple browsers with the web UI framework
        • UI branding in the web UI framework
        • Specifying a home page when building screens with the web UI framework
        • Indicating mandatory UI fields with the web UI framework
        • Adding support for custom themes with the web UI framework
        • Mashup layer
          • Interface contracts of mashup layer
          • Mashup layer classes
          • Mashup XML metadata
          • Configuring mashups in web UI framework
          • Specifying multiple XAPI calls with the web UI framework
          • Authorization and transaction management handled by the mashup layer
        • Data type handling in the web UI framework
          • Interface contracts of the web UI framework - data type handling
          • Assigning data types to a grid column with the web UI framework
          • Creating extra fields in grid stores with the web UI framework
          • Customizing sorting from multiple record fields with the web UI framework
        • Supporting item quantity decimal handling in the web UI framework
        • Validating fields with the web UI framework
        • Disabling all UI fields at one time with the web UI framework
        • Checking for screen changes in the web UI framework
        • Configuring a data source with the web UI framework
        • Adding a data source with the web UI framework
        • Struts in Sterling Order Management System
        • Creating and extending a struts XML file in the web UI framework
        • Creating a menu entry for a new web UI framework screen using the applications manager
        • Customizing the web.xml file for deployment
        • Customizing the web.xml file for development
        • Customizing with the web UI framework
        • Transaction management in the web UI framework
          • Implementing transaction management with the web UI framework
          • Interface contracts of the web UI framework - transaction management
        • Uploading and downloading
          • Using yfs.properties to configure file uploads
          • Configuring file uploads
          • Securing uploaded files
          • Upload error messages
          • Configuring file downloads
          • Securing downloaded files
          • Download error messages
          • Structuring the file upload and download
          • Uploading and downloading using interface contracts without the sterling application platform
        • Debugging tools of the web UI framework
        • Setting up backend logging in the web.xml file in the web UI framework
          • Using backend logging to identify JSB targets and mashup IDs in the web UI framework
          • Enabling tracing for the web UI framework
          • Disabling tracing for the web UI framework
          • Enabling backend logging in the user interface with the web UI framework
        • State management in the web UI framework
          • Implementing state management with the web UI framework
          • Interface contracts of the web UI framework - state management on the client side and server side
        • Web UI framework security - authentication
          • Web UI framework security - implementing authentication
          • Interface contracts of the web UI framework - authentication
          • Web UI framework security - bypassing authentication for a URI
          • Interface contracts of the web UI framework - post authentication
        • Web UI framework security - authorization
          • Web UI framework security - implementing authorization
          • Interface contracts of the web UI framework - authorization
        • Web UI framework security - adding login pages
        • Web UI framework security - supporting multiple guest users
        • Web UI framework security - adding request validators
        • Web UI framework security - cross-site request forgery
        • Web UI framework security - protecting against CSRF attacks
        • Overview of data validation
        • Disabling data validation
        • Bypassing data validation for an URI
        • Data validation inIBM Sterling Business Center
        • Implementing data validation
        • Defining regular expressions in datatypes XML file
        • Define regular expressions in XML files
          • Regular expressions inIBM Sterling Business Center
          • Regular expressions for open form fields inIBM Sterling Business Center
          • Regular expressions for non open form fields in IBM Sterling Business Center
        • Registering regular expressions
        • Defining validation rules in datatypes XML file
        • Externalizing validation rules defined in the datatypes XML file
        • Defining validation rules in XML files
          • Validation rules inIBM Sterling Business Center
        • Defining abstract validation rules
        • Extending abstract validation rules
        • Registering validation rules
        • Overriding regular expressions
        • Overriding validation rules
        • Defining an adapter to find validation rules
        • Defining URI-based adapter to find validation rules
        • Deleting registered validation rules
        • Exception handling
          • Defining error messages
          • Customizing error messages
          • Localizing error messages
          • Defining custom regular expression error message provider
        • Localizing validation rules
        • Defining user interface validation inIBM Sterling Business Center
          • User interface validation for open form fields inIBM Sterling Business Center
        • Implementing user interface validation for open form fields inIBM Sterling Business Center
        • Defining regular expression in the XML file
        • Modifying the datatype for an open form field
        • Deploying multiple EARs on one application server
        • DeployingSterling Order Management System extensions
          • Deploying web UI framework extensions
          • Deploying extensions created by the web UI framework extensibility workbench and designer workbench using a Java server page
          • Deploying extensions created by the web UI framework extensibility workbench using aJavaScript builder file
          • Compiling and minifying JavaScript files in the web UI framework
        • Deploying the enterprise archive package
    • Customizing resource bundles
    • Installing third-party JAR files
    • Extending transactions
      • About time triggered transactions
      • Using user exits to extend standard transactions
      • Using event handlers to extend standard transactions
      • E-mail message event handler
        • Creating custom e-mail template
      • Exception alert event handler
        • Exception alert templates
        • Create custom exception alert templates
      • Publish event handler
      • Execute event handler
      • Java extensions as event handlers
      • HTTP Extension as event handlers
      • Event chaining and event handlers
      • Using variables for dynamic configuration
      • Creating custom time-triggered transactions
        • GetJobs() abstract function
        • ExecuteJobs() abstract function
        • Creating custom non-task-based, time-triggered transactions
        • Creating custom task-based, time-triggered transactions
          • Creating custom task-based, time-triggered transactions
      • External transactions
        • Implement external transaction coordination
      • Transactional data security
        • Encryption logic
        • Choosing an encryption and decryption strategy
        • How is encryption supported?
        • Encrypting payment method details
        • Encryption through property files
    • Extending the condition builder
      • Adding custom attributes by process type
      • Adding custom attributes during condition definition
      • Providing condition properties in dynamic conditions
      • Providing condition cases for an advanced XML condition
      • Creating and modifying advanced XML conditions
        • What is greex?
        • What is greex syntax?
        • Greex library functions
        • Writing custom greex functions
        • Logging information for the greex rule
        • The greex editor - setup phase 1
          • Cleaning the cached build information in eclipse
          • Installing the other tools plug-in
        • The greex editor - setup phase 2
        • The greex editor - setup phase 3
        • Creating a new advanced XML condition
          • Creating a normal advanced XML condition
          • Creating a decision table based advanced XML condition
        • Validating an advanced XML condition
        • Loading advanced XML conditions into the database
          • Before importing or loading an advanced XML condition
          • Steps to load an advanced XML condition
        • Importing advanced XML conditions from the database
          • Before importing or loading an advanced XML condition
          • Steps to import advanced XML conditions
        • Modifying an advanced XML condition
    • Extending Master Data Upload
      • Configuring Purge Criteria for Master Data Upload
    • Updating additional SQL data
  • Building and deploying your customizations
    • Building customizations directly from the source control project repository
    • Building customizations from developer toolkit environment
      • Building resource extensions
      • Building database extensions
      • Building custom extensions
  • Deploying your customizations on cloud
  • Best practices for deploying customizations
    • Best practices for reading system properties
    • Best practices for developing and packaging custom implementation classes
    • Best practices for security of sensitive data
  • Accessing development-related documentation
  • Agent references
    • B2B-related agents
      • Contract order delivery scheduled lines
      • Automatic creation of sales orders from delivery scheduled lines
  • API references
    • B2B-related APIs
      • Contract order APIs
    • Recurrence-related APIs
  • Customizing next-generation Order Hub
    • Angular and Carbon versions
    • Customization options
    • Common customization tasks
    • Getting started
    • Migrating customizations to next-generation Order Hub
      • Checking for existing customizations
      • Migrating new applications to next-generation Order Hub
        • Migrating new applications using a monorepo
        • Migrating new applications using a standard Angular repository
      • Migrating customized applications to next-generation Order Hub
    • Updating customizations to the latest Angular or Carbon versions
      • Updating customizations to the latest Angular version
      • Updating customizations to the latest Carbon version
      • Carbon component updates
    • Creating new applications
      • Creating applications using a monorepo
      • Creating applications using an Angular repository
      • Adding new routes to new applications
      • Creating the features.json files
    • Customizing existing applications
      • Understanding important folders and files
      • Customizable elements by configuration
      • Adding new routes
      • Preparing pages and routes for customizations
      • Adding search fields
      • Adding editable columns to existing tables
      • Adding columns and actions to existing tables
        • Configuring the getPage API
      • Adding summary fields to existing detail pages
      • Adding fields to the Data fields configuration page
      • Implementing enterprise filtering in a drop-down menu
      • Adding content to existing pages by using extension points
      • Adding custom actions
      • Adding custom tabs
      • Adding custom hot keys
      • Testing existing module customizations
    • Creating components with Angular schematics
      • Creating a configuration-driven search experience
        • Search configuration examples
        • Troubleshooting
        • Best practices
      • Creating search page components
      • Creating search results components
      • Creating table components
      • Creating field components
      • Understanding a table component lifecycle
      • Understanding a field component lifecycle
    • Creating resource permissions for custom pages and actions
    • Adding custom locales
      • Testing custom locales
    • Disabling the export table data function
    • Performing customization by overrides
    • Making API calls in Order Hub
    • Linking between pages
    • Deployment process
      • Preparing to deploy customizations for existing applications
      • Preparing to deploy new applications
        • Preparing to deploy the features.json file
      • Building customizations
      • Testing customizations
      • Deploying customizations
    • Merging customizations into the latest Order Hub code base
    • Troubleshooting customizations
    • Tutorials
      • Customizing the Schedule order action
        • Preparing to customize the Order search results page
        • Creating the Add note section in the Schedule modal
      • Customizing the Create order flow
        • Adding an input box to the "Create order" details page
        • Adding a search field to the Advanced search modal
        • Changing table header names
      • Customizing the Inventory search results page
        • Preparing to customize the Inventory search results table
        • Adding an action to the Inventory search results table
        • Creating the component and resources for the custom page
        • Creating a Create reservation custom page by using the IBM Carbon UI Builder
        • Creating the reservation services and updating Order Hub to use the new files
        • Updating the table configuration and data
        • Verifying the custom "Create reservation" page implementation
  • Customizing Order Hub
    • Angular and Carbon versions
    • Getting started
    • Common customization tasks
    • Updating customizations to the latest Angular or Carbon versions
      • Updating customizations to the latest Angular version
      • Updating customizations to the latest Carbon version
      • Carbon component updates
    • Enabling the customization menu for a tenant
    • Checking for existing customizations
    • User interface customization
      • Injecting custom HTML and JavaScript
    • Creating new applications
      • Testing new applications or routes in Order Hub
      • Adding new routes to new applications
    • Customizing existing applications
      • Understanding important folders and files
      • Customizable elements by configuration
      • Adding new routes
      • Preparing pages and routes for customizations
      • Adding search fields
      • Adding editable columns to existing tables
      • Adding columns and actions to existing tables
        • Configuring the getPage API
      • Adding summary fields to existing detail pages
      • Adding fields to the Data fields configuration page
      • Implementing enterprise filtering in a drop-down menu
      • Adding content to existing pages by using extension points
      • Adding custom actions
      • Adding custom tabs
      • Adding custom hot keys
      • Testing existing module customizations in Order Hub
    • Creating components with Angular schematics
      • Creating a configuration-driven search experience
        • Search configuration examples
        • Troubleshooting
        • Best practices
      • Creating search page components
      • Creating search results components
      • Creating table components
      • Creating field components
      • Understanding a table component lifecycle
      • Understanding a field component lifecycle
    • Creating resource permissions for custom pages and actions
    • Adding custom locales
      • Testing custom locales
    • Performing customization by overrides
    • Making API calls in Order Hub
    • Linking between pages
    • Preparing to deploy (existing applications)
    • Preparing to deploy (new applications)
    • Deploying customizations for existing applications
    • Deploying new applications
    • Deploying customizations with a CI/CD pipeline
    • Deleting customizations
    • Merging customizations into the latest Order Hub code base
    • Troubleshooting customizations
    • Tutorials
      • Customizing the Schedule order action
        • Preparing to customize the Order search results page
        • Creating the "Add note" section in the Schedule modal
        • Deploying the Schedule order customization
      • Customizing the Create order flow
        • Adding an input box to the "Create order" details page
        • Adding a search field to the "Advanced search" modal
        • Changing table header names
        • Deploying the Create order customization
      • Customizing the Inventory search results page
        • Preparing to customize the "Inventory search results" table
        • Adding an action to the Inventory search results table
        • Creating the component and resources for the custom page
        • Creating a "Create reservation" custom page by using the IBM Carbon UI Builder
        • Creating the reservation services and updating Order Hub to use the new files
        • Updating the table configuration and data
        • Verifying the custom "Create reservation" page implementation
        • Deploying the Create reservation customization
• Deploying
  • Deploying customizations using SST
    • Uploading customization on the next-generation platform
    • Deploying customization on the next-generation platform
    • Deploying customization or custom runtime image on the legacy platform
  • BOPIS deployment accelerator package overview
    • Scenario: Buy products online and pick up in store
    • Setting up BOPIS deployment accelerator
    • Configurations provided by BOPIS deployment accelerator
      • Load stores composite service
      • BOPIS Sales Order and BOPIS Store Shipment pipelines
      • Agent criteria
      • Pipeline's monitoring rules
      • Configuration for allowing modification of order for cancellation
      • Events for notifications
      • Real time availability monitor
      • User groups
    • Configuring BOPIS deployment accelerator templates
    • Configuring BOPIS deployment accelerator properties
    • Updating Order Management Cloud Service runtime sandbox
  • Order orchestration package overview
    • Setting up order orchestration
    • Configurations provided for order orchestration
      • Order orchestration workflow spawning a rule-based order
      • Order orchestration: services
        • Order orchestration: validation services
        • Order orchestration: decomposition services
        • Order orchestration: execution services
        • Order orchestration: custom APIs
      • Order orchestration: pipeline
      • Order orchestration: transactions
      • Order orchestration: statuses
      • Order orchestration: conditions
      • Order orchestration: actions
    • Configurations required for order orchestration
    • Configuring order orchestration properties
    • Sample extensions for order orchestration
      • Deploying sample extensions
    • Updating Order Management Cloud Service runtime sandbox
• Configuring
  • Configuring shared components and users
    • Organization and participation modeling
      • About organization modeling
      • Organization modeling in Sterling Order Management System
        • Enterprise
        • Catalog organization
        • Inventory organization
        • Capacity organization
        • Orchestrating multi-enterprise architecture on Sterling Order Management System
        • Enterprise onboarding
        • Customer and vendor definitions
        • Config organization
      • Guidelines for organization modeling
        • Determining inheritance
        • Organization level rules
        • Application rules side panel
        • Overriding a configuration group
        • Loading another organization's rules
        • Adding a document type to an application
      • Installation level rules for organization modeling
        • Model example 1: electronics company
          • Organization hierarchy for an electronics company
          • Choosing the enterprise for an electronics company
          • Choosing the inventory organization for an electronics company
          • Choosing the catalog organization for an electronics company
        • Model example 2: third-party logistics company
          • Organization hierarchy for a third-party logistics company
          • Choosing the enterprise for a third-party logistics company
          • Selecting an inventory organization for a third-party logistics company
          • Choosing the catalog organization for a third-party logistics company
      • Configuring
        • Configuring participants
        • Creating and modifying an organization
          • Defining an organization's primary information
          • The organization's roles and participant associations
            • Assigning the organization's roles and participant associations
            • Defining enterprise attributes
              • Defining an enterprise's primary information
              • Identifying organizations that participate in an enterprise
              • Modifying organizations associated with an enterprise
              • Removing an organization from participation in an enterprise
              • Defining an enterprise's print format preferences
              • Setting up an enterprise's cost factor preferences
              • Deprecated feature: Enterprise attributes: defining inventory monitoring rules for an enterprise
                • Deprecated feature: Modifying inventory monitoring rules for an enterprise
                • Deprecated feature: Deleting inventory monitoring rules for an enterprise
            • Defining seller attributes
              • Defining a seller's print format preferences
              • Setting up a seller's cost factor preferences
              • Deprecated: Seller attributes: defining an enterprise's inventory monitoring rules
            • Defining buyer attributes
              • Defining consolidation parameters
              • Defining carrier preferences parameters
              • Defining routing parameters
                • Setting routing preferences
                  • Defining region schemas
                • Creating a routing guide
                • Modifying a routing guide
                • Deleting a routing guide
                • Creating a routing guideline
                • Modifying a routing guide line
                • Deleting a routing guide line
              • Defining carrier services
                • Creating a carrier service
                • Modifying a carrier service
                • Deleting a carrier service
              • Defining packaging parameters
              • Defining compliance services parameters
                • Creating compliance services
                • Modifying compliance services
                • Deleting compliance services
              • Defining a buyer's print format preferences
            • Define carrier attributes
              • Defining carrier services for truckload shipments
                • Modifying carrier services for truckload shipments
                • Deleting carrier services for truckload shipments
              • Defining carrier services for less-than truckload shipments
                • Modifying carrier services for less-than truckload shipments
                • Deleting carrier services for less-than truckload shipments
              • Defining carrier services for parcel shipments
                • Modifying carrier services for parcel shipments
                • Deleting carrier services for parcel shipments
            • Defining node attributes
              • Defining the primary information of a node
                • Defining actions
              • Defining a node's sourcing and scheduling
              • Defining a node's parcel carrier preferences
                • Modifying a node's parcel carrier preferences
                • Deleting a node's parcel carrier preferences
                • Parcel carrier preferences detail popup window
              • Defining a node’s relationships
                • Creating a node relationship
                • Modifying a node relationship
                • Deleting a node relationship
              • Defining a transfer schedule
                • Modifying a transfer schedule
                • Deleting a transfer schedule
              • Defining a node's LTL carrier preferences
                • Setting up a check digit determination algorithm
                • Creating a new check digit determination algorithm from an existing check digit determination algorithm
                • Modifying a check digit determination algorithm
                • Deleting a check digit determination algorithm
                • Modifying a node's LTL carrier preferences
                • Deleting a node's LTL carrier preferences
              • Defining a node's carrier pickup schedule
                • Modifying a carrier pickup schedule
                • Deleting a carrier pickup schedule
            • Defining a node's advanced inventory attributes
            • Defining an organization's advanced inventory attributes
            • Defining an organization's advanced catalog attributes
            • Defining an organization's advanced capacity attributes
            • Defining an organization's advanced customer attributes
              • Customer tab
            • Defining an organization's advanced pricing attributes
            • Defining an organization's advanced store attributes
            • Defining an organization's themes
          • Assigning a yard's roles and participant associations
          • Defining communication protocols
            • Creating a communication protocol
              • Defining protocol codes
            • Modifying a communication protocol
            • Deleting a communication protocol
            • Defining buyer documents
              • Creating a buyer document
                • Defining business document codes
                • Defining document format codes
              • Modifying a buyer document
              • Deleting a buyer document
            • Setting up seller documents
              • Creating a seller document
              • Modifying a seller document
              • Deleting a seller document
            • Setting up carrier documents
              • Creating a carrier document
              • Modifying a carrier document
              • Deleting a carrier document
          • Defining an organization's payment information
          • Viewing an organization's child organizations
          • Defining an organization’s calendars
            • Setting up an organization's calendar
            • Defining a calendar's defaults
            • Creating an exception for a particular calendar day
          • Viewing an organization’s departments
            • Creating a department
              • Configuring alert queues
              • Configuring alert types
            • Modifying a department
            • Deleting a department
          • Modifying an organization
        • Creating and modifying an organizational hierarchy
          • Creating an organizational hierarchy
            • Adding an organization to the organizational hierarchy
            • Removing an organization from the organizational hierarchy
        • Creating node types
          • Creating a node type
          • Modifying a node type
          • Deleting a node type
    • Process modeling
      • Process modeling concepts
        • Base document types and document types
        • Process type pipelines
          • Pipeline determination
        • Repositories
        • Transactions
          • Transaction dependency
            • Supported transactions
            • Task queue updates
            • Transaction completion
          • Events
          • Statuses
        • Conditions
          • About advanced XML conditions
        • Actions
        • Services
        • Process modeling tasks
      • Configuring process models
        • Document type configuration
          • Document types
          • The process modeling tree
          • Defining a new document type
            • Creating a new document type
          • Adding a document type to an application
          • Modifying a document type's description
          • Modifying a process type
            • Defining a process type's primary information
            • Defining the quote fulfillment process type's primary information
            • Defining the opportunity fulfillment process type's primary information
            • Defining a process type's templates (Fulfillment process types only)
        • Defining process type pipelines
          • Defining pipeline determination
          • Creating a pipeline
          • Saving a pipeline as a draft
          • Modifying a pipeline
          • Defining a pipeline's monitoring rules
            • Monitoring rule configuration example
          • Defining transactions
            • Creating an extended transaction
              • Specifying a transaction as externally-triggered
              • Specifying a transaction as time-triggered
                • Defining initial context factory codes
                • Setting up the JMS security properties
                • Destination based security and/or JNDI based security
                • Adding a new server
                • Advanced Scheduling
                  • Scheduling options and suboptions
              • Specifying a transaction as user-triggered
              • Adding an event to a transaction
              • Modifying an extended transaction's event
              • Deleting an event from a transaction
              • Defining event handlers
              • Adding a pickup status to an extended transaction
              • Deleting a pickup status from a transaction
              • Adding a drop status to an extended transaction
              • Deleting a drop status from a transaction
              • Configuring a transaction completion
                • Configuring the transaction completion setup
              • Managing a base transaction's user exits
            • Creating an extended transaction that is derived from an abstract transaction
              • Creating a status change listener derived transaction
              • Configuring header-level and line-level operations for quote pipeline transactions
            • Modifying a transaction
            • Deleting a transaction
          • Defining statuses
            • Creating an extended status
            • Modifying an extended status
            • Deleting an extended status
            • Defining status monitoring rule definitions
          • Defining conditions
            • Creating a condition
              • Using the condition builder
            • Modifying a condition
            • Deleting a condition
            • Viewing all entities affected by a condition
          • Defining actions
            • Creating an action
            • Modifying an action
            • Deleting an action
          • Defining service definitions
            • Creating a service
              • Linking service definition nodes
              • Defining a node's properties
            • Saving a service as a draft
            • Saving a service as another service
            • Transport nodes
              • Apache Kafka
                • Configuring Kafka
                • Kafka sender transport component
    • Payment processing considerations
      • Payment processing overview
      • Payment processing features
        • Multiple payment methods
        • Synchronous payment processing
        • Asynchronous payment processing
        • External collection through accounts receivable
        • User exits and APIs provided to handle custom logic
        • Charge consolidation
        • Pre-payments recorded
        • Request amount returned
        • Delayed reauthorization
        • Dynamic charge transaction request (CTR) distribution
        • Reverse authorization
        • Pre-settlement support
        • Named user exits
        • Draft order payment processing
        • Invoicing
        • In-store order invoicing
          • Recording intent to pay later
          • Example: recording intent to pay later
        • Returns payment processing and refund fulfillment
          • Tender void
          • Refunds on return orders
            • Examples: returning to multiple sales orders
        • Exchange payment processing
        • Manual interventions
        • Order transaction complete
        • Multiple control levels
        • Payment rules
        • Publishing settlement and refund details
      • Payment type groups
      • Payment types
        • Payment methods
        • Charging sequence
        • Refund sequence
        • Cashback
        • Payment processing limits
      • Payment status
      • General payment process
        • Authorization process
          • Expiration date
          • Dynamic charge transaction request (CTR) distribution
            • Do not consolidate settlement or refund requests across invoices
          • Sequence of authorization requests
          • Payment status
          • Reversal of authorization
            • Authorization reversal window
            • Configuration options
            • Reverse authorization settlement scenarios
            • Manual adjustment of authorizations
          • Delayed reauthorization
            • Release date
            • Bundles
            • PS and DS work orders
            • Procurement, transfer, and chained orders
            • Order modifications
            • Payment status
        • Settlement process
      • Customer account payment process
        • Authorization process
          • Payment processing in case of insufficient funds
          • Expiration date
        • Settlement process
      • Payment processing transactions
      • Using custom transactions
        • Payment-related APIs
        • Payment-related user exits
      • Database details
      • Best practices for payment processing
        • Prepurchase and create order integrations
        • Payment collection
        • Authorization reversal
        • Returns and refunds
    • Calling REST APIs by using HTTP client
      • xapirest.properties
    • JWT authentication
      • Configuring JWT authentication
      • Calling REST APIs with JWT authentication
    • Catalog management
      • An overview of catalogs
        • Master catalog
        • Selling catalog
        • Active selling catalog
      • Categories
      • Kit items
        • Physical kit
        • Dynamic physical kit
        • Bundle
        • Models, configurable items, and preconfigured items
      • Item associations
        • Cross-sell
        • Up-sell
        • Supersession
        • Preferred substitutes
        • Alternative
        • Competitive
      • Product services: delivery services, provided services and special services
      • Containers
        • Physical characteristics
        • Capacity by item classification
        • Containerization categories
        • Buyer
      • Items with variations
      • Assets
      • Defining attributes
        • Attribute domains
        • Attribute groups
        • Attributes
      • Item attribute management
        • Assigning attributes to categories and classifications
        • Assigning values for category and item attributes
      • An overview of catalog organizations and subcatalog organizations
        • Managing categories within the master catalog
        • Managing items within categories in the master catalog
        • Assigning catalog organization attributes to subcatalog categories
        • Assigning items from the master catalog to the subcatalog’s categories
      • Subcatalog organization: an example
      • Guidelines for defining subcatalog organizations
      • Seller entitlements and customer entitlements
      • Seller entitlements
        • Seller entitlement rules
        • Assigning organizations to entitlements
      • Customer entitlements
        • Customer entitlement strategy
        • Customer entitlement rules
        • Assign customers to entitlements
      • Seller entitlements and customer entitlements: an example
      • An overview of catalog search
      • Catalog index building
      • Searching the catalog
      • Catalog index building: guidelines
      • Configuring Catalog Management
        • Configuring Catalog Components
          • Defining item statuses
            • Creating an item status
            • Modifying an item status
            • Deleting an item status
          • Defining additional attributes
            • Creating an additional attribute
            • Modifying an additional attribute
            • Deleting an additional attribute
          • Defining item instruction codes
            • Creating an item instruction code
            • Modifying an item instruction code
            • Deleting an item instruction code
          • Defining item instruction types
            • Creating an item instruction type
            • Modifying an item instruction type
            • Deleting an item instruction type
          • Defining service skills
            • Creating a service skill
            • Modifying a service skill
            • Deleting a service skill
          • Defining service complexity levels
            • Creating a service complexity level
            • Modifying a service complexity level
            • Deleting a service complexity level
          • Defining item alias types
            • Creating an item alias type
            • Modifying an item alias type
            • Deleting an item alias type
          • Defining item association types
            • Creating an item association type
            • Modifying an item association type
            • Deleting an item association type
          • Defining item exclusion codes
            • Creating an item exclusion code
            • Modifying an item exclusion code
            • Deleting an item exclusion code
          • Catalog rules
            • Defining catalog rules
          • Defining assets
            • Creating an asset type
            • Modifying an asset type
            • Deleting an asset type
            • Creating an asset content location
            • Modifying an asset content location
            • Deleting an asset content location
          • Configuring catalog search index for your cloud environment on next-generation platform
          • Configuring Catalog Search Index for your cloud environment on legacy platform
        • Business models
          • Multi-divisional corporation
          • Third-party logistics
          • Marketplace
        • Catalog management configuration
          • Catalog configurations
          • Products
          • Delivery services
          • Provided services
          • Special services
          • Value added services
        • Icons used in this guide
        • Configuring products
          • Defining product items
            • Creating a product item
            • Modifying a product item
              • Defining a product item's primary information
              • Defining a product item's units of measure
                • Adding an alternate unit of measure to a product item
                • Modifying a product item's alternate unit of measure
                • Removing a product item's alternate unit of measure
              • Defining a product item's sourcing and transportation info
              • Product item inventory information
                • Defining a product item's inventory information
              • Viewing inheritable attributes
              • Defining a product item's classifications
              • Defining a product item's additional attributes
                • Modifying a product item instruction
                • Deleting a product item instruction
              • Defining product item associations
                • Association by item
                • Association by query
              • Defining a product item’s node item attribute overrides
              • Defining a product item’s associated service items
                • Associating a service item with a product item
                • Modifying service items associated with a product item
                • Deleting a service item associated with a product item
                • Adding a service skill to a service association
                • Removing a service skill from a service association
              • Defining a product item's special instructions
                • Adding a product item's special instructions
                • Modifying a product item's special instructions
                • Deleting a product item's special instructions
              • Defining a product item’s children items
                • Adding a child item
                • Removing a child item
              • Defining a product item's components
                • Adding a component to an item
                • Modifying an item's component
                • Deleting an item's component
              • Defining a product item's container attributes
                • Adding a SKU capacity definition
                • Modifying a SKU capacity definition
                • Deleting a SKU capacity definition
              • Defining a product item's extended attributes
            • Deleting an item
            • Recomputing an item's computed unit cost
            • Using the condition builder to filter an item search
              • Using the condition builder
              • Condition builder attributes
          • Defining item attribute overrides at the node level
            • Creating item attribute overrides at the node level
            • Modifying item attribute overrides at the node level
            • Deleting item attribute overrides at the node level
          • Defining master units of measure
            • Defining quantity units of measure
              • Creating a quantity unit of measure
              • Modifying a quantity unit of measure
              • Deleting a quantity unit of measure
            • Defining pricing units of measure
              • Creating a pricing unit of measure
              • Modifying a pricing unit of measure
              • Deleting a pricing unit of measure
          • Defining master catalogs
            • Creating a master catalog
            • Modifying a master catalog
            • Deleting a master catalog
          • Defining categories
            • Defining additional category attributes
              • Defining category statuses
                • Creating a category status
                • Modifying a category status
                • Deleting a category status
              • Defining additional attributes
                • Creating an additional attribute
                • Modifying an additional attribute
                • Deleting an additional attribute
          • Defining classifications
            • Defining classification definitions
              • Creating a classification definition
              • Modifying a classification definition
              • Deleting a classification definition
            • Defining classification purposes
              • Creating a classification purpose
              • Modifying a classification purpose
              • Deleting classification purposes
            • Defining a classification hierarchy
              • Creating a classification value
              • Modifying and adding items to a classification value
              • Defining common item attributes for a classification value
              • Deleting a classification value
              • Associating provided services and delivery services to a classification value
                • Creating a provided service association
                • Modifying a provided service association
                • Deleting a provided service association
                • Creating a delivery service association
                • Modifying a delivery service association
                • Deleting a delivery service association
          • Defining alias types
            • Creating an alias type
            • Modifying an alias type
            • Deleting an alias type
          • Item cost posting classification
            • Creating an item's cost posting classification
            • Modifying an item's cost posting classification
            • Deleting an item's cost posting classification
        • Configuring delivery services
          • Defining delivery service options
            • Creating a delivery service option
            • Modifying a delivery service option
            • Deleting a delivery service option
          • Defining delivery service master units of measure
            • Creating a delivery service master unit of measure
            • Modifying a delivery service master unit of measure
            • Deleting a delivery service master unit of measure
          • Creating a delivery service type
          • Modifying a delivery service type
          • Deleting a delivery service type
          • Defining additional capacity
            • Creating additional capacity
            • Modifying additional capacity
            • Deleting additional capacity
        • Configuring provided services
          • Defining provided service options
            • Creating a provided service option
            • Modifying a provided service option
            • Deleting a provided service option
          • Defining provided service master units of measure
            • Creating a provided service master unit of measure
            • Modifying a provided service master unit of measure
            • Deleting a provided service master unit of measure
          • Creating a provided service type
          • Modifying a provided service type
          • Deleting a provided service type
        • Configuring value added services
          • Defining a value added service
            • Creating a value added service
              • Defining a value added service's primary information
              • Defining a value added service’s item instructions
                • Creating an item instruction
                • Modifying an item instruction
                • Deleting an item instruction
              • Defining a value added service’s service activities
                • Creating a service activity
                  • Adding a service activity instruction
                  • Modifying a service activity instruction
                  • Deleting a service activity instruction
                • Modifying a service activity
                • Deleting a service activity
            • Modifying a value added service
            • Deleting a value added service
          • Defining an activity
            • Creating an activity
            • Modifying an activity
            • Deleting an activity
    • Configuring user security
      • Configuring user security
      • Defining users
        • Creating a user
        • Modifying a user
        • Setting up printer preferences for a user
        • Deleting a user
        • Protecting system connection verification user
      • Defining user groups
        • Creating a user group
        • Modifying a user group
          • Administering user group permissions
          • Setting inner panels as read-only
          • Setting up permissions for interoperability servlet
          • Setting up permissions for APIs
          • Viewing the users subscribed to a user group
          • Setting up printer preferences for a user group
        • Deleting a user group
      • Defining data security groups
        • Creating a data security group
        • Modifying a data security group
        • Deleting a data security group
      • Defining teams
        • Creating a team
        • Modifying a team
        • Deleting a team
      • Defining data access policies
        • Enterprise user access
        • Buyer user access
        • Seller user access
        • Node user access
      • Configuring API security
        • Viewing API security resources
        • Creating an API security resource
        • Modifying an API security resource:
    • Creating a user
    • Modifying a user
    • Setting up printer preferences for a user
    • Deleting a user
    • Creating a user group
    • Modifying a user group
    • Administering user group permissions
    • Setting inner panels as read-only
    • Setting up permissions for interoperability servlet
    • Setting up permissions for APIs
    • Viewing the users subscribed to a user group
    • Setting up printer preferences for a user group
    • Deleting a user group
    • Creating a data security group
    • Modifying a data security group
    • Deleting a data security group
    • Creating a team
    • Modifying a team
    • Deleting a team
    • Defining data access policies
    • Enterprise user access
    • Viewing API security resources
    • Creating an API security resource
    • Modifying an API security resource:
    • Deleting a transfer schedule
  • Configuring system-wide settings
    • Configuring unit of measure
      • Configuring Unit of Measure for Quantity
        • Creating a unit of measure for quantity
        • Modifying a unit of measure for quantity
        • Deleting a unit of measure for quantity
      • Configuring Unit of Measure Conversion Rate for Quantity
        • Creating a unit of measure conversion rate for quantity
        • Modifying a unit of measure conversion rate for quantity
        • Deleting a unit of measure conversion rate for quantity
      • Configuring Unit of Measure for Service Quantity
        • Creating a unit of measure for service quantity
        • Modifying a unit of measure for service quantity
        • Deleting a unit of measure for service quantity
      • Configuring Unit of Measure Conversion Rate for Service Quantity
        • Creating a unit of measure conversion rate for service quantity
        • Modifying a unit of measure conversion rate for service quantity
        • Deleting a unit of measure conversion rate for service quantity
      • Configuring Unit of Measure for Dimension
        • Creating a unit of measure for dimension
        • Modifying a unit of measure for dimension
        • Deleting a unit of measure for dimension
      • Configuring Unit of Measure Conversion Rate for Dimension
        • Creating a unit of measure conversion rate for dimension
        • Modifying a unit of measure conversion rate for dimension
        • Deleting a unit of measure conversion rate for dimension
      • Configuring Unit of Measure for Volume
        • Creating a unit of measure for volume
        • Modifying a unit of measure for volume
        • Deleting a unit of measure for volume
      • Configuring Unit of Measure Conversion Rate for Volume
        • Creating a unit of measure conversion rate for volume
        • Modifying a unit of measure conversion rate for volume
        • Deleting a unit of measure conversion rate for volume
      • Configuring Unit of Measure for Weight
        • Creating a unit of measure for weight
        • Modifying a unit of measure for weight
        • Deleting a unit of measure for weight
      • Configuring Unit of Measure Conversion Rate for Weight
        • Creating a unit of measure conversion rate for weight
        • Modifying a unit of measure conversion rate for weight
        • Deleting a unit of measure conversion rate for weight
      • Configuring Unit of Measure for Time
        • Creating a unit of measure for time
        • Modifying a unit of measure for time
        • Deleting a unit of measure for time
      • Configuring Unit of Measure Conversion Rate for Time
        • Creating a unit of measure conversion rate for time
        • Modifying a unit of measure conversion rate for time
        • Deleting a unit of measure conversion rate for time
    • Configuring system administration components
      • System administration components: defining purge criteria
        • Modifying a system purge criteria rule
      • System administration components: defining user exit implementations
        • Sample user exit considerations: yFSRecalculateHeaderTaxUE
        • Defining a user exit
        • Defining service definitions
      • System administration components: defining installation rules
      • Creating an agent criteria group
        • Modifying an agent criteria group
        • Deleting an agent criteria group
      • Defining health monitor rules
      • Viewing the list of configured servers
        • List of sub flows or criteria ID configured for server
      • Defining Sterling Configurator properties
    • Configuring presentation components
      • Defining locales
        • Creating a locale
        • Modifying a locale
        • Deleting a locale
      • Defining menus
        • Saving a menu group as a new menu grouping
        • Modifying application menu details
        • Defining menu items
          • Creating a menu item
        • Modifying a menu item
        • Deleting a menu item
      • Defining resources
        • Sterling Order Management System resources
        • Application consoles entity
        • Application consoles related entity
        • Application consoles search view
        • Application consoles detail view
        • Application consoles list view
        • Application consoles API
        • Application consoles inner panel
          • Setting inner panels as read-only
        • Application consoles action
        • Application consoles link
        • Application consoles icon
      • Defining themes
        • Creating a theme
        • Modifying a theme
        • Deleting a theme
      • Defining custom common code types
        • Creating a custom common code type
        • Modifying a custom common code type
        • Deleting a custom common code type
      • Adding values to a custom common code
      • Modifying a custom common code's values
      • Deleting a custom common code's values
      • Defining custom error codes
        • Searching for a customer error code
        • Adding a custom error code
        • Modifying a custom error code
        • Deleting a custom error code
    • Configuring regions
      • Region definition
        • Icons used in the application
      • Defining region levels
        • Creating a region level
        • Modifying a region level
        • Deleting a region level
      • Defining region match preferences
        • Setting a region match preference
        • Deleting a region match preference
      • Defining region schemas
        • Creating a region schema
          • Creating a region
          • Modifying a region
          • Deleting a region
        • Modifying a region schema
        • Deleting a region schema
    • Configuring barcodes
      • Defining barcode types
      • Creating a barcode type
      • Deleting a barcode type
      • Defining barcode translation
        • Creating a new barcode translation association
      • Creating a new barcode translation association from an existing barcode translation association
      • Modifying a barcode translation association
      • Moving a barcode translation association
      • Deleting a barcode translation association
    • Configuring qualified tag information
      • Creating a qualified tag type
        • Modifying a qualified tag type
        • Deleting a qualified tag type
      • Defining qualified tags
        • Creating a qualified tag
        • Modifying a qualified tag
        • Deleting a qualified tag
      • Creating qualified tag version compatibility
        • Modifying qualified tag version compatibility
        • Deleting qualified tag version compatibility
    • Sterling Business Center system configuration
      • Intended audience
      • Getting Started
        • Log in to IBM Sterling Business Center
        • Understanding the IBM Sterling Business Center application user interface
        • Icons and descriptions in IBM Sterling Business Center application user interface
        • Using the IBM Sterling Business Center home page dashboard
        • Customize the IBM Sterling Business Center home page dashboard
          • Change the layout of IBM Sterling Business Center home page dashboard
          • Change the order of dashlets in IBM Sterling Business Center home page dashboard
          • Add a dashlet to home page dashboard
          • Remove a dashlet from IBM Sterling Business Center home page dashboard
        • An introduction to context organization in IBM Sterling Business Center
        • Change your context organization in IBM Sterling Business Center
        • Using the IBM Sterling Business Center application home page
          • Executing my change requests in IBM Sterling Business Center
          • Executing favorite saved searches in IBM Sterling Business Center
          • Accessing recently modified entities in IBM Sterling Business Center
        • Using the system setup home page
      • Launching applications manager
      • Configuring SSW-s
        • Manage backroom pick
          • Configuring backroom pick rules
          • Manage backroom pick shortage resolutions
            • Adding backroom pick shortage resolution
            • Modifying backroom pick shortage resolution
            • Deleting backroom pick shortage resolution
        • Manage customer pickup verification criteria
          • Adding customer pickup verification criteria
          • Modifying customer pickup verification criteria
          • Deleting customer pickup verification criteria
        • Manage customer pickup shortage resolutions
          • Adding customer pickup shortage resolution
          • Modifying customer pickup shortage resolution
          • Deleting customer pickup shortage resolution
        • Setting up barcode translation preferences
        • Managing packing process
          • Manage pack shipment shortage resolutions
            • Adding pack shipment shortage resolution
            • Modifying pack shipment shortage resolution
            • Deleting pack shipment shortage resolution
          • Manage parcel carrier preferences
            • Creating parcel carrier preferences
            • Modifying parcel carrier preferences
            • Deleting parcel carrier preferences
          • Enabling packing without searching for orders
          • Displaying the Order Summary screen
        • Manage unpack reasons
          • Adding unpack reasons
          • Modifying unpack reason
          • Deleting unpack reason
        • Setting up product display options
        • Configure service level indicators
          • Adding a service level indicator
          • Modifying a service level indicator
          • Deleting a service level indicator
        • Configuring user alert notifications
        • Configuring batches
          • Manage department groups
            • Creating department groups
            • Modifying department groups
            • Deleting department groups
        • Configuring fulfillment options
        • Configuring display options
        • Defining unit of measure display
        • Configuring store payment rules
        • Configuring returns
          • Configuring return rules
          • Configuring return override reasons
          • Configuring restocking fees
        • Setting up clienteling rules
      • Object Extensibility
        • Managing extensible objects
        • Managing object extensibility
        • View a list of extended entity attributes
        • Creating extended attributes
          • Create an extended text entity attribute and assign a list of values to the text entity attribute
          • Create an extended free form text entity attribute
          • Create an extended integer entity attribute and assign all the numbers to the entity attribute
          • Create an extended integer entity attribute and assign specific numbers to the entity attribute
          • Create an extended decimal entity attribute and assign all the numbers to the entity attribute
          • Create an extended decimal entity attribute and assign specific numbers to the entity attribute
          • Create an extended date entity attribute
          • Create an extended boolean entity attribute
        • Modify extended entity attribute details
          • Modifying the properties of a defined list of extended text entity attributes
            • Add a value to the defined list of values for an extended text entity attribute
            • Modify the sequence of the values in the defined list of values for an extended text entity attribute
            • Delete a value from a defined list of values of an extended text entity attribute
          • Modify the properties of an extended integer entity attribute
          • Modify the properties of an extended decimal entity attribute
        • Copy an extended entity attribute from an existing extended entity attribute
        • Activate an extended entity attribute
        • Delete an extended entity attribute
      • Opportunity
        • Configuring Lead Origin for Opportunities
          • Configuring Lead Origin for Opportunities
            • Managing opportunity lead origin
            • Add lead origin for an opportunity
            • Modify lead origin for an opportunity
            • Delete lead origin for an opportunity
        • Configuring Notes Reason for Opportunities
          • Configuring Notes Reason for Opportunities
            • Managing opportunityNotes reason
            • Add Notes reason for an opportunity
            • Modify Notes reason for an opportunity
            • Delete Notes reason for an opportunity
        • Configuring Lost Reasons for Opportunities
          • Configuring Lost Reasons for Opportunities
            • Managing opportunity lost reason
            • Add lost reason for an opportunity
            • Modify lost reason for an opportunity
            • Delete lost reason for an opportunity
      • Quote
        • Managing Proposal Templates
          • Create a New Print Template
          • Configure the Print Template
          • Create a Locale Specific Style Sheet
          • Deleting Style Sheets
            • Delete a Specific Locale of a Style Sheet
            • Delete a Style Sheet
            • Delete a Print Template and Associated Style Sheets
        • Configuring Notes Reasons for Quotes
          • Managing quoteNotes reason
          • AddNotes reason for a quote
          • ModifyNotes reason for a quote
          • DeleteNotes reason for a quote
        • Configuring Modification Reasons for Quotes
          • Managing quote modification reason
          • Add modification reason for a quote
          • Modify modification reason for a quote
          • Delete modification reason for a quote
        • Configuring Abandonment Reasons for Quotes
          • Managing quote abandonment reason
          • Adding abandonment reason for a quote
          • Modify abandonment reason for a quote
          • Delete abandonment reason for a quote
        • Configuring Approval Rule Violation Reasons for Quotes
          • Managing quote approval rule violation reason
          • Add approval rule violation reason for a quote
          • Modify approval rule violation reason for a quote
          • Delete Approval Rule Violation Reason for a Quote
        • Configure financial rules for quotes
      • Uploading master data
        • Overview of Master Data Upload
        • Download Master Data Template
        • Understanding master data template
          • Item List Master Data Template File Description
          • Customer Master Data Template File Description
          • Customer Price List Master Data Template File Description
          • Item Category Master Data Template File Description
          • Item Price List Master Data Template File Description
        • Managing master data upload
        • Upload master data
        • View master data upload status
        • Cancel master data upload
      • Customer definition
        • Configuring customer contact types
          • Managing customer contact types
          • Adding new customer contact types
          • Modifying customer contact types
          • Deleting customer contact type
        • Configuring customer classifications
          • Managing customer classifications
          • Adding new customer classifications
          • Modifying customer classifications
          • Deleting customer classifications
        • Configuring customer level
          • Managing customer levels
          • Adding new customer level
          • Modifying customer level
          • Deleting customer level
        • Configuring relationship type
          • Managing customer relationship types
          • Adding new customer relationship type
          • Modifying customer relationship type
          • Deleting customer relationship type
        • Configuring vertical
          • Managing customer verticals
          • Adding new customer verticals
          • Modifying customer verticals
          • Deleting customer vertical
        • Managing customer titles
          • Adding new customer titles
          • Modifying customer titles
          • Deleting customer titles
      • Validation policies and override rules
        • Policy domain
          • View policy domains
          • Add a policy domain
          • Modify the policy domain
          • Delete a policy domain
        • Order policies
          • View policies that belongs to an order domain
          • View details of each of the policies that belong to an order domain
          • Configure the policies that belongs to the order domain for an organization
            • Override the policies that belongs to the order domain for an organization
            • Give back the ownership of the overridden rule that belongs to the order domain
          • Overview of adding a validation rule for the policy that belongs to an order domain
            • Add a validation rule by using the pre-defined criteria
            • Add a validation rule by using a custom criteria
          • Modify a validation rule
          • Modify the status of a validation rule
          • Delete a validation rule
          • Override rules for an order domain
            • Add an override rule
            • Modify the override rule
            • Modify the status of an override rule
            • Delete an override rule
        • Pricing policies
          • View validations that belong to pricing domain
          • View details of each of the policies that belongs to pricing domain
          • Configure the rules that belongs to the pricing domain for an organization
            • Override the rules that belongs to the pricing domain for an organization
            • Give back the ownership of the overridden rules that belongs to the pricing domain
          • Overview of adding a validation rule for the policy that belongs to pricing domain
            • Add a validation rule by using pre-defined criteria
            • Add a validation rule by using a custom criteria
          • Modify the validation rule
          • Modify the status of a validation rule
          • Delete a validation rule
          • Override rules for pricing domain
            • Add an override rule
            • Modify the override rule
            • Modify the status of an override rule
            • Delete an override rule
        • Payment capture policies
          • View policies that belongs to payment capture domain
          • View details of each of the policies that belongs to payment capture domain
          • Configure the rules that belongs to the payment capture domain for an organization
            • Override the rules that belongs to the payment capture domain for an organization
            • Give back the ownership of the overridden rules that belongs to the payment capture domain
          • Overview of adding a validation rule for the validation that belongs to payment capture domain
            • Add a validation rule by using pre-defined criteria
            • Add a validation rule by using a custom criteria
          • Modify the validation rule
          • Modify the status of a validation rule
          • Delete a validation rule
          • Override rules for payment capture domain
            • Add an override rule
            • Modify the override rule
            • Modify the status of an override rule
            • Delete an override rule
        • Payment processing policies
          • View validations that belongs to payment processing domain
          • View details of each of the validations that belongs to payment processing domain
          • Configure the rules that belongs to the payment processing domain for an organization
            • Override the rules that belongs to the payment processing domain for an organization
            • Give back the ownership of the overridden validation rule that belongs to the payment processing domain
          • Overview of adding a validation rule for the validation that belongs to payment processing domain
            • Add a validation rule by using pre-defined criteria
            • Add a validation rule by using a custom criteria
          • Modify the validation rule
          • Modify the status of a validation rule
          • Delete a validation rule
          • Override rules for payment processing domain
            • Add an override rule
            • Modify the override rule
            • Modify the status of an override rule
            • Delete an override rule
      • Pricing
        • Pricing exclusivity group
          • Add pricing exclusivity group
          • Modify pricing exclusivity group
          • Delete pricing exclusivity group
        • Configure pricing enterprise rules
        • Configure pricing organization rules
        • Configure recurring interval
          • Add pricing type recurring interval
          • Modify price type recurring interval
          • Delete pricing type recurring interval
      • Payments
        • Overview of payments configuration in Sterling Business Center
          • Configuring payment type
            • Searching for a payment type
              • Save a payment type search
            • Creating a payment type
            • Modifying the payment type details
              • Modifying the charge-related configurations of a payment type
              • Modifying the refund-related configurations of a payment type
            • Deleting a payment type
          • Configuring credit card types
            • Adding credit card types
            • Modifying credit card types
            • Deleting credit card types
          • Configuring payment card type
            • Searching for a payment card type
              • Save a payment card type search
            • Creating a payment card type
            • Modifying the payment card type details
            • Deleting a payment card type
          • Configuring payment rules
            • Searching for a payment rule
              • Save a payment rule search
            • Creating a payment rule
            • Modifying the payment rule
            • Deleting a payment rule
        • Setting up payment encryption
      • Order
        • Managing order-related configurations
          • Managing customer appeasement reasons
            • Adding customer appeasement reasons
            • Modifying customer appeasement reasons
            • Deleting customer appeasement reasons
          • Configuring financial rules for sales order
          • Managing line relationship types
            • Adding line relationship types
            • Modifying line relationship types
            • Deleting line relationship types
          • Managing order notes reasons
            • Adding order notes reasons
            • Modifying order notes reasons
            • Deleting order notes reasons
          • Managing price match statuses
            • Viewing price match statuses
            • Modifying price match statuses
          • Managing price override reasons
            • Adding price override reasons
            • Modifying price override reasons
            • Deleting price override reasons
          • Set up automatic notes logging
        • Managing cancellation reason codes
          • Adding cancellation reason codes
          • Modifying cancellation reason codes
          • Deleting cancellation reason codes
        • Setting up price match rules
        • Setting up reservation rules
        • Setting up gift options
      • Purchase order
        • Configuring financial rules for purchase order
        • Manage disposition codes
          • Adding disposition codes
          • Modifying disposition codes
          • Deleting disposition codes
      • Return order
        • Return policy
          • Viewing policies that belong to the returns domain
          • Viewing details of each of the policies that belongs to returns domain
          • Configuring the rules that belongs to the return domain for an organization
            • Overriding the rules for an organization that belongs to the return domain
            • Rollback the ownership of the overridden validation rule
          • Overview of adding a validation rule for the policy that belongs to returns domain
            • Adding a validation rule using pre-defined criteria
            • Adding a validation rule by using a custom criteria
          • Modifying the validation rule
          • Modifying the status of a validation rule
          • Deleting a validation rule
          • Override rules for return domain
            • Adding an override rule
            • Modifying the override rule
            • Modifying the status of an override rule
            • Deleting an override rule
        • Configuring financial rules for return order
        • Manage return reasons
          • Adding return reasons
          • Deleting return reasons
        • Manage disposition codes
          • Adding disposition codes
          • Modifying disposition codes
          • Deleting disposition codes
      • Transfer order
        • Configure financial rules for transfer order
        • Manage disposition codes
          • Adding disposition codes
          • Modifying disposition codes
          • Deleting disposition codes
      • Master order
        • Configure financial rules for master order
      • Work orders
        • Managing cancellation reason codes
          • Adding cancellation reason codes
          • Modifying cancellation reason codes
          • Deleting cancellation reason codes
      • Approval plan
        • Create an approval plan
          • Define approver details for approval plan
          • Modify approver details for approval plan
          • Delete approver details from an approval plan
        • Modify an approval plan
        • Delete an approval plan
        • Search for an approval plan
          • Save an approval plan search
        • Configure a default approval plan group
        • Configure Violation Message for a Document Type
          • Add Violation Message for a Document Type
          • Modify the Violation Message for a Document Type
          • Delete the Violation Message for a Document Type
      • Managing alert statuses
        • Viewing alert statuses
        • Modifying alert statuses
      • Manage receiving rules
        • Adding receiving reasons
        • Modifying receiving reasons
        • Deleting receiving reasons
        • Configuring default disposition rules
  • Configuring order management behavior
    • Order Hub configuration availability
    • Shared foundation configuration
    • Data and document structures
    • Order processing workflows
      • Defining order processing workflows
    • Processing boundary and timing control
      • Defining transactions
    • Decision logic and lifecycle states
      • Conditions and process flow
      • Defining conditions
        • Creating conditions
        • Modifying conditions
        • Deleting conditions
    • Reusable processing logic
      • Actions in process models
      • Defining actions
        • Creating actions
        • Modifying actions
        • Deleting actions
      • Service definition concepts
      • Defining service definitions
        • Creating service definitions
        • Modifying service definitions
        • Organizing service definitions
        • Deleting service definitions
    • Integration and external communication
    • User access and operational controls
    • Configuration refinement and validation
  • Configuring AI
    • AI agents
      • Configuring access to AI agents
      • Enabling Order Hub AI agents
      • Enabling Call Center AI agents
    • AI tools
      • Creating AI tools
      • Viewing AI tools
      • Modifying AI tools
      • Deleting AI tools
  • Configuring supplied and add-on features
    • Order Hub
      • Defining resource permissions
      • Configuring a connection to Sterling Intelligent Promising
      • Enabling monitors for order and shipment alerts
      • Configuring options for alert rules
      • Configuring statuses that are considered Fulfilled
    • Distributed Order Management
      • Distributed Order Management overview
        • Order management
          • Parts of an order
          • Classifications
          • Order pipelines
            • Order fulfillment pipeline
            • Negotiation pipeline
              • Negotiation responses in the negotiation pipeline
              • Negotiation actions in the negotiation pipeline
              • Negotiation process in the negotiation pipeline
            • Quote fulfillment pipeline
            • Master order pipeline
          • Exchange orders
          • Bundle
            • Modeling bundles
            • Additional bundling capabilities
            • Creating an order
            • Ordered quantity computation for bundle components
            • Inventory updates
            • Service association
            • Order line schedule attributes synchronizing
            • Order modification
            • Order scheduling
            • Pricing
            • Bundles and chained orders
            • Derived orders
            • Returns
          • N-tier orders
            • Chained orders
              • Order workflow spawning a chained order
              • Chained order pipeline
            • Derived orders
          • Custom orders
            • Made-to-order orders
            • Made-to-customer orders
          • Cross-channel orders
          • Order orchestration
            • Example: Hierarchical (Parent-Child relationship) dependencies
            • Example: Execution dependencies
          • Order hold processing
            • Order line hold types
          • Inventory reservation during order capture
            • Multiple line reservations
            • Reservation parameters
          • Capacity allocation during order capture
            • Capacity allocation parameters
            • Capacity reservations
          • Item validation
            • Extended validations
          • Pending changes on confirmed orders
        • Order promising and scheduling
          • Promising for products being shipped
            • Finding product availability
              • Available to promise rules
              • Inventory availability safety factor
              • Minimum ship-by date
              • Sourcing
                • Sourcing configuration
                • Distribution groups
                • Sourcing rules
                • Sourcing rule determination
                • Scheduling rules
                • Cost-based scheduling
                • Other constraints for sourcing
                • Sourcing audit
                  • Data capture and exclusion levels for sourcing audit
              • Smart Sourcing
            • Calculating expected dates
              • Shipment date calculations
                • Initial calculations of date ranges
                • Shipping calendar
                • Minimum notification time
                • Notification schedule
                • Level of service
                • Carrier pickup schedule
                • Carrier hold time
                • Node capacity
                • Use end of shift as shipping time
                • Pre-defined transfer schedule between nodes
                • Override transfer schedule between nodes
                • Expected ship date for product procurement
                • Calculating expected ship date for forwarding
                • Requested date synchronization
              • Delivery date calculations
                • Initial delivery date range
                • Determining transit time
                • Considering days-of-week delivery at service level
            • Date synchronization
              • Requested dates of
              • Expected dates
            • Impacts of sourcing models
            • Scheduling shipment of an order or order line
              • Skipping scheduling after the sourcing decision
              • Why an order or order line is not scheduled
              • Scheduling an order or order line
              • Scheduling an order or order line that is reserved
              • Scheduling in reserve mode
              • Scheduling of an order line that is being delivered
                • Scheduling bundles
            • Notification for shipping products
              • Order release
                • Calculating notification date
              • Drop-ship chained order
              • Procurement transfer order
              • Procurement purchase order
            • Backorder handling
          • Promising service requests
            • Regions and region schema
              • How does Sterling Order Management System identify the leaf region for a given postal code?
              • Region match preferences
            • Service slots
            • Service items
            • Service resources
              • Capacity calculation for service resources
              • Availability calculation for service resources
              • Spanning resource capacity across service slots
            • Resource pools
            • Promising delivery services
              • Inquiring about an available slot
                • Basic configuration
              • Sourcing rules
              • Finding the delivering location
              • Finding an available slot
              • Capacity quantity calculations for scheduling
              • Fulfilling a delivery service
            • Other key differences from shipped products
            • Promising provided services
              • Inquiring about an available slot
                • Basic configuration
              • Distribution groups
              • Sourcing rules
              • Finding the servicing location
              • Finding an available slot
              • Fulfilling a provided service
          • Complex sequencing of order lines
          • Item-based allocation
            • FIFO IBA
            • User-configured IBA
          • Rescheduling
      • Configuring Distributed Order Management
        • Business models
          • Multi-divisional corporation
          • Third-Party Logistics
          • Marketplace
        • Distributed Order Management configuration
          • Sourcing setup
          • Enabling sourcing audit
        • Configuring cross-application order promising components
          • What Is the fulfillment network model?
            • The fulfillment network model work area and its components
              • The fulfillment network model: map view
              • The fulfillment network model: action icons
              • The fulfillment network model: filter criteria
              • Using filter criteria
            • Defining distribution groups
              • Creating a distribution group
              • Modifying a distribution group
              • Deleting a distribution group
            • Defining node types
              • Creating a node type
              • Modifying a node type
              • Deleting a node type
            • Defining nodes
              • Creating a node
              • Modifying a node
            • Defining relationship types
              • Creating a relationship type
              • Modifying a relationship type
              • Deleting a relationship type
            • Defining relationships
              • Creating a relationship
              • Creating multiple relationships of the same relationship type
              • Modifying a relationship
              • Deleting a relationship
          • Defining item level controls
          • Defining levels of service
            • Creating a level of service
            • Modifying a level of service
            • Deleting a level of service
          • Defining node level controls
            • Defining a node's primary order promising information
            • Defining a node’s relationships
              • Creating a node relationship
              • Modifying a node relationship
              • Deleting a node relationship
              • Defining a transfer schedule
              • Creating a transfer schedule
              • Modifying a transfer schedule
              • Deleting a transfer schedule
            • Defining notification periods
              • Creating a notification period
              • Modifying a notification period
              • Deleting a notification period
              • Specifying levels of service
            • Defining sourcing and scheduling rules
            • Defining fulfillment types
              • Creating a fulfillment type
              • Modifying a fulfillment type
              • Deleting a fulfillment type
            • Defining basic sourcing configuration
            • Defining order sourcing classifications
              • Creating an order sourcing classification
              • Modifying an order sourcing classification
              • Deleting an order sourcing classification
            • Sourcing region selection
            • Defining sourcing region selection
            • Defining scheduling rules
              • Creating a scheduling rule
              • Modifying a scheduling rule
              • Deleting a scheduling rule
            • Configuring landed cost optimization
              • Currency details
              • Defining enterprise node type rules
              • Modifying an enterprise node type rule
              • Deleting an enterprise node type rule
            • Forwarding/transfer rules
              • Defining forwarding or transfer rules
            • Defining distribution groups for product items
              • Product items: creating a distribution group
                • Product items: adding nodes/external organizations to a distribution group
                • Product items: modifying a distribution group's node/external organization
                • Product items: deleting a distribution group's node/external organization
              • Product items: adding advanced distribution details to a distribution group (For backward compatibility only)
              • Product items: deleting advanced distribution details
              • Product items: deleting a distribution group
            • Defining sourcing rules for product items
              • Creating a product item sourcing rule
              • Modifying a product item sourcing rule
              • Deleting a product item sourcing rule
            • Defining sourcing rules for delivery service items
              • Creating a delivery service item sourcing rule
              • Modifying a delivery service sourcing rule
              • Deleting a delivery service sourcing rule
            • Defining distribution groups for delivery service items
              • Delivery service items: creating a distribution group
                • Delivery service items: adding nodes/external organizations to a distribution group
                • Delivery service items: modifying a distribution group's node/external organization
                • Delivery service items: deleting a distribution group's node/external organization
              • Delivery service items: deleting a distribution group
            • Defining distribution groups for provided service items
              • Provided service items: creating a distribution group
                • Provided service items: adding nodes/external organizations to a distribution group
                • Provided service items: modifying a distribution group's node/external organization
                • Provided service items: deleting a distribution group's node/external organization
              • Provided service items: deleting a distribution group
            • Defining sourcing rules for provided service items
              • Creating a provided service item sourcing rule
              • Modifying a provided service sourcing rule
              • Deleting a provided service sourcing rule
            • Defining procurement rules
              • Creating a sourcing rule for procurement
              • Modifying a sourcing rule for procurement
              • Deleting a product procurement rule
              • Creating a procurement distribution group
              • Modifying a procurement distribution group
              • Deleting a procurement distribution group
            • Defining sourcing template details
              • Applying a sourcing template to a sourcing rule
              • Modifying a sourcing template for a sourcing rule
              • Removing a sourcing template from a sourcing rule
        • Configuring cross application service execution components
          • Defining a service supervisor for a node
          • Modifying a service supervisor for a node
          • Deleting a service supervisor for a node
        • Configuring questions
          • Defining address question groups
          • Modifying address question groups
          • Deleting address question groups
          • Defining address questions
          • Modifying address questions
          • Deleting address questions
          • Defining capacity impact
          • Modifying capacity impact
          • Deleting capacity impact
          • Rearranging address question entities
          • Defining permit question groups
          • Modifying permit question groups
          • Deleting permit question groups
          • Defining permit questions
          • Modifying permit questions
          • Deleting permit questions
          • Rearranging permit questionnaire entities
        • Configuring cross-application logistics components
          • Defining logistics attributes
            • Defining freight terms
              • Creating a freight term
              • Modifying a freight term
              • Deleting a freight term
            • Defining carrier modification reasons
              • Creating a carrier modification reason
              • Modifying a carrier modification reason
              • Deleting a carrier modification reason
            • Defining additional logistic rules
          • Defining delivery codes
            • Creating a delivery code
            • Modifying a delivery code
            • Deleting a delivery code
          • Defining shipment modes
            • Creating a shipment mode
            • Modifying a shipment mode
            • Deleting a shipment mode
          • Defining outbound constraints
            • Creating a routing guide
            • Modifying a routing guide
              • Creating a routing guideline
                • Defining carrier services
                • Creating a carrier service
                • Modifying a carrier service
                • Deleting a carrier service
              • Modifying a routing guide line
              • Deleting a routing guide line
            • Deleting a routing guide
        • Configuring cross-application payment components
          • System payment processing rules
          • Configuring payment rules
            • Searching for a payment rule
              • Save a payment rule search
            • Creating a payment rule
            • Modifying the payment rule
            • Deleting a payment rule
          • Configuring payment type
            • Searching for a payment type
              • Save a payment type search
            • Creating a payment type
            • Modifying the payment type details
              • Modifying the charge-related configurations of a payment type
              • Modifying the refund-related configurations of a payment type
            • Deleting a payment type
            • Configuring payment card type
              • Searching for a payment card type
                • Save a payment card type search
              • Creating a payment card type
              • Modifying the payment card type details
              • Deleting a payment card type
        • Configuring cross-application pricing components
          • Creating a price list
            • Adding items to a price list
            • Modifying an item price list
            • Deleting an item price list
          • Modifying a price list
          • Deleting a price list
          • Pricing service
            • Defining region schema for selling
            • Configure pricing organization rules
            • Configure pricing enterprise rules
        • Configuring cross-application returns components
          • Defining return rules
        • Configuring cross-application customer components
          • Defining region usage for selling
            • Configuring customer classification codes
            • Creating a customer classification
            • Modifying a customer classification
            • Deleting a customer classification
            • Defining additional customer rules
          • Defining contact types
            • Creating a customer contact type
            • Modifying a customer contact type
            • Deleting a customer contact type
          • Defining customer entitlements
        • Configuring a document's attributes
          • Defining order types
            • Creating an order type
            • Modifying an order type
            • Deleting an order type
          • Defining order sources
            • Creating an order source
            • Modifying an order source
            • Deleting an order source
          • Defining external references for the order level
            • Creating an external reference for the order header level
            • Modifying an external reference for the order header level
            • Deleting an external reference for the order header level
          • Defining external references for the order line level
            • Creating an external reference for the order line level
            • Modifying an external reference for the order line level
            • Deleting an external reference for the order line level
          • Defining order address types
            • Creating an order address type
            • Modifying an order address type
            • Deleting an order address type
          • Defining line types
            • Creating a line type
            • Modifying a line type
            • Deleting a line type
          • Defining other attributes
            • Generating a prime line number for a new line from a pre-configured number
          • Defining order entry types
            • Creating an order entry type
            • Modifying order entry types
            • Deleting an order entry type
        • Configuring a document's order validation
        • Configuring a document's instruction types
          • Creating an instruction type
          • Modifying an instruction type
          • Deleting an instruction type
        • Configuring a document’s modification reasons
          • Creating a modification reason
          • Modifying a modification reason
          • Deleting a modification reason
        • Configuring a document's backorder reasons
          • Creating a backorder reason
          • Modifying a backorder reason
          • Deleting a backorder reason
        • Configuring a document's note reasons
          • Creating a note reason
          • Modifying a note reason
          • Creating a new note reason based on an existing one
          • Deleting a note reason
        • Configuring a quote document’s approval rule violation reason
          • Creating an approval rule violation reason
          • Modifying an approval rule violation reason
          • Creating a new approval rule violation reason based on an existing one
          • Deleting an approval rule violation reason
        • Configuring a document’s line relationship type
          • Modifying a line relationship type
          • Defining a line relationship type
          • Creating a new line relationship type based on an existing one
            • Deleting a line relationship type
        • Configuring an opportunity document's lead origin
          • Creating a lead origin
          • Modifying a lead origin
          • Creating a new lead origin based on an existing one
          • Deleting a lead origin
        • Configuring an opportunity document's lost reason
          • Creating a lost reason
          • Modifying a lost reason
          • Creating a new lost reason based on an existing one
          • Deleting a lost reason
        • Configuring a document's modification components
          • Defining custom modification types
            • Creating a custom modification type
            • Modifying a custom modification type
            • Deleting a custom modification type
          • Defining status modification groups
            • Defining modification rules
            • Specifying a condition for a status modification group
            • Overriding status modification groups
            • Inheriting modification rules from a status modification group
            • Resolving conflicts between status modification groups
            • Creating a status modification group
              • Adding conditions to a status modification group
            • Modifying a status modification group
            • Deleting a status modification group
          • Defining modifications impacting pricing
            • Adding/removing a modification type for modifications impacting pricing
          • Defining modifications requiring auditing
        • Configuring an order document's fulfillment-specific components
          • Defining hold types
            • Creating a hold type
              • Creating an order level hold type
              • Creating an order line level hold type
            • Modifying a hold type
            • Deleting a hold type
          • Defining order tags
            • Modifying an order tag
            • Deleting an order tag
          • Defining fulfillment rules
          • Defining contract order fulfillment rules
          • Defining process type details
          • Order fulfillment: process type pipeline configuration
            • Order fulfillment: defining pipeline determination
              • Order fulfillment: condition variables for pipeline determination
            • Order fulfillment: pipelines
            • Order fulfillment: transactions
            • Order fulfillment: statuses
            • Order fulfillment: conditions
            • Order fulfillment: actions
          • Defining transaction rules
            • Defining transaction rules for quotes
          • Defining status inventory types
            • Creating a status inventory type
            • Modifying a status inventory type
            • Deleting a status inventory type
          • Defining quote rules
          • Defining monitoring components
            • Order fulfillment: defining date types
              • Order fulfillment: creating a date type
              • Order fulfillment: modifying a date type
              • Order fulfillment: deleting a date type
            • Order fulfillment: defining milestones
              • Order fulfillment: creating a milestone
                • Order fulfillment: creating a status milestone
              • Order fulfillment: modifying a milestone
              • Order fulfillment: deleting a milestone
          • Order fulfillment: defining monitoring events
            • Order fulfillment: creating an event rule
            • Order fulfillment: modifying an event
            • Order fulfillment: deleting an event
          • Defining transaction dependencies
            • Defining a default dependency group
            • Creating a transaction dependency group
              • Creating a transaction dependency rule
                • Creating a dependency rule constraint
                • Modifying a dependency rule constraint
                • Deleting a dependency rule constraint
              • Modifying a transaction dependency rule
              • Deleting a transaction dependency rule
            • Modifying a transaction dependency group
            • Deleting a transaction dependency group
        • Configuring an opportunity document’s fulfillment-specific components
          • Opportunity fulfillment: configuring process type pipelines
            • Opportunity fulfillment: pipelines
            • Opportunity fulfillment: transactions
            • Opportunity fulfillment: statuses
            • Opportunity fulfillment: conditions
            • Opportunity fulfillment: actions
          • Configuring purge criteria
        • Configuring an order document's shipment-specific components
          • Shipments: defining hold types
          • Shipments: defining process type details
          • Shipments: process type pipeline configuration
            • Shipments: defining pipeline determination
            • Shipments: pipelines
            • Shipments: transactions
            • Shipments: statuses
            • Shipments: conditions
            • Shipments: actions
          • Shipments: defining monitoring components
            • Shipments: defining date types
              • Shipments: creating a date type
              • Shipments: modifying a date type
              • Shipments: deleting a date type
            • Shipments: defining milestones
              • Shipments: creating a milestone
              • Shipments: modifying a milestone
              • Shipments: deleting a milestone
            • Shipments: defining monitoring events
              • Shipments: creating an event rule
              • Shipments: modifying an event
              • Shipments: deleting an event
            • Defining shipment preferences
              • Over shipping preferences
                • Creating a shipment preference
                • Modifying a shipment preference
                • Deleting a shipment preference
              • Transaction rules
        • Defining payment terms
          • Creating a payment term
          • Modifying a payment term
          • Deleting a payment term
        • Define charge definitions
          • Creating a charge category
            • Adding a charge name associated with a charge category
            • Modifying a charge name associated with a charge category
            • Deleting a charge name associated with a charge category
          • Modifying a charge category
          • Deleting a charge category
        • Defining tax names
          • Creating a tax name
          • Modifying a tax name
          • Deleting a tax name
        • Configuring financial rules
          • Configure financial rules for quotes
          • Configuring financial rules for sales order
          • Configuring financial rules for return order
          • Configure financial rules for transfer order
          • Configure financial rules for master order
        • Defining receiving discrepancy reasons
          • Creating a receiving discrepancy reason
          • Modifying a receiving discrepancy reason
          • Deleting a receiving discrepancy reason
        • Configuring a document's purge criteria
          • Modifying an order document type's purge criteria rule
        • Configuring value-added services
          • Defining value-added services modification reasons
            • Value-added services: creating a modification reason
            • Value-added services: modifying a modification reason
            • Value-added services: creating a new modification reason based on an existing one
            • Value-added services: deleting a modification reason
          • Defining value-added services cancellation reasons
            • Creating a cancellation reason
            • Modifying a cancellation reason
            • Creating a new cancellation reason based on an existing one
            • Deleting a cancellation reason
          • Defining value-added services appointment failure reasons
            • Creating a appointment failure reason
            • Modifying an appointment failure reason
            • Creating a new appointment failure reason based on an existing one
            • Deleting an appointment failure reason
          • Defining value-added services note reasons
            • Creating a note reason
            • Modifying a note reason
            • Creating a new note reason based on an existing one
            • Deleting a note reason
          • Defining value-added services instruction types
            • Value-added services: creating an instruction type
            • Value-added services: modifying an instruction type
            • Value-added services: deleting an instruction type
          • Defining value-added services rules
            • Setting up value-added services pre-call rules
            • Setting up value-added services other rules
          • Defining value-added services modification groups
            • Setting up value-added services modification groups
            • Value-added services: modifying a modification group
            • Value-added services: deleting a modification group
          • Defining value-added services hold types
            • Value-added services: creating a hold type
            • Value-added services: modifying a hold type
            • Value-added services: deleting a hold type
          • Defining value-added services process types
            • Viewing value-added services process type details
          • Defining value-added services process model
            • Value-added services: pipeline determination
              • Hub rule
              • Value-added services: condition variables for pipeline determination
            • Value-added services: pipelines
            • Value-added services: transactions
            • Value-added services: statuses
            • Value-added services: conditions
            • Value-added services: actions
            • Value-added services: service definitions
            • Viewing value-added services date types
            • Defining value-added services event monitoring
              • Value-added services: creating an event rule
              • Value-added services: modifying an event
              • Value-added services: creating a new monitor event
              • Value-added services: deleting an event
            • Viewing value-added services purge criteria
        • Configuring business rule validations and overrides
          • About business rule validations and overrides
          • Validation domains
            • View policy domains
            • Add a policy domain
            • Modify the policy domain
            • Delete a policy domain
          • Business rule validations
          • Validation policies and override rules
            • System-defined validation and validation rule examples
            • Simple and complex validation rules
            • Violations
            • Store-level configuration
          • Override rules
            • About configuring a new validation or override rule
            • Hold types for overrides
          • Order validations and overrides
            • Validations
              • View policies that belongs to an order domain
                • View details of each of the policies that belong to an order domain
              • Overview of adding a validation rule for the policy that belongs to an order domain
                • Add a validation rule by using the pre-defined criteria
                • Add a validation rule by using a custom criteria
              • Modify a validation rule
                • Modify the status of a validation rule
              • Delete a validation rule
            • Overrides
              • Add an override rule
              • Modify the override rule
                • Modify the status of an override rule
              • Delete an override rule
            • Configuring validation and override rules at the store configuration level
              • Configure the policies that belongs to the order domain for an organization
              • Override the policies that belongs to the order domain for an organization
              • Give back the ownership of the overridden rule that belongs to the order domain
          • Pricing validations and overrides
            • Defining validations and overrides for pricing
              • View validations that belong to pricing domain
                • View details of each of the policies that belongs to pricing domain
              • Overview of adding a validation rule for the policy that belongs to pricing domain
                • Add a validation rule by using pre-defined criteria
                • Add a validation rule by using a custom criteria
              • Modify the validation rule
                • Modify the status of a validation rule
              • Delete a validation rule
            • Overrides
              • Add an override rule
              • Modify the override rule
                • Modify the status of an override rule
              • Delete an override rule
            • Configuring validation and override rules at the store configuration level
              • Configure the rules that belongs to the pricing domain for an organization
              • Give back the ownership of the overridden rules that belongs to the pricing domain
              • Override the rules that belongs to the pricing domain for an organization
          • Payment capture validations and overrides
            • Validations
              • View policies that belongs to payment capture domain
                • View details of each of the policies that belongs to payment capture domain
              • Overview of adding a validation rule for the validation that belongs to payment capture domain
                • Add a validation rule by using pre-defined criteria
                • Add a validation rule by using a custom criteria
              • Modify the validation rule
                • Modify the status of a validation rule
              • Delete a validation rule
            • Overrides
              • Add an override rule
              • Modify the override rule
                • Modify the status of an override rule
              • Delete an override rule
            • Configuring validation and override rules at the store configuration level
              • Configure the rules that belongs to the payment capture domain for an organization
              • Override the rules that belongs to the payment capture domain for an organization
              • Give back the ownership of the overridden rules that belongs to the payment capture domain
          • Payment processing validations and overrides
            • Validations
              • View validations that belongs to payment processing domain
                • View details of each of the validations that belongs to payment processing domain
              • Overview of adding a validation rule for the validation that belongs to payment processing domain
                • Add a validation rule by using pre-defined criteria
                • Add a validation rule by using a custom criteria
              • Modify the validation rule
                • Modify the status of a validation rule
              • Delete a validation rule
            • Overrides
              • Add an override rule
              • Modify the override rule
                • Modify the status of an override rule
              • Delete an override rule
            • Configuring validation and override rules at the store configuration level
              • Configure the rules that belongs to the payment processing domain for an organization
              • Override the rules that belongs to the payment processing domain for an organization
              • Give back the ownership of the overridden validation rule that belongs to the payment processing domain
          • Returns validations and overrides
            • Validations
              • Return policies and validations
              • Viewing policies that belong to the returns domain
                • Viewing details of each of the policies that belongs to returns domain
              • Overview of adding a validation rule for the policy that belongs to returns domain
                • Adding a validation rule using pre-defined criteria
                • Adding a validation rule by using a custom criteria
              • Modifying the validation rule
                • Modifying the status of a validation rule
              • Deleting a validation rule
            • Overrides
              • Adding an override rule
              • Modifying the override rule
                • Modifying the status of an override rule
              • Deleting an override rule
            • Configuring validation and override rules at the store configuration level
              • Configuring the rules that belongs to the return domain for an organization
              • Overriding the rules for an organization that belongs to the return domain
              • Rollback the ownership of the overridden validation rule
          • Approval plans
            • Create an approval plan
              • Define approver details for approval plan
            • Modify an approval plan
              • Modify approver details for approval plan
            • Delete an approval plan
              • Delete approver details from an approval plan
        • Order modification types
    • Global Inventory Visibility (legacy)
      • Global Inventory Visibility overview
        • Inventory identification
        • Supply and demand
        • Matching supply to demand
        • Reservations
        • Segmentation
          • Inventory allocation based on segmentation
            • Examples
        • Real-time Availability Monitor (RTAM) and inventory availability monitoring
          • Publishing Shipment Dates for Available and Procured Quantities
          • Scenario: Configuring the Real-Time Availability Monitor for Capacity
          • Scenario: Configuring the Real-Time Availability Monitor for Procurements
        • Optimization
          • Fast-moving inventory
          • Life span of supply and demand
          • Inventory consolidation
            • Hub level consolidation
            • Enterprise level consolidation
          • Synchronizing with node inventory
          • Synchronizing with node demand
          • Inventory costing
            • Inventory costing method 1: average costing
              • Average costing method: determining unit costs
                • Replacement cost
                • Replacement cost used as the base cost
                • Average cost
                • Average cost used as the base cost
                • Average cost calculation – PO receipt
                • Average cost calculation – work order completion
                • Handling negative inventory balances
              • Average costing method: cost factors
                • Cost factor definition
                • Cost factor groups
                • Assignment of cost factor groups
                • Cost factor retrieval
                • Cost factor group examples
              • Average costing method: inventory costing for stocked products
                • Processing a standard purchase order
                • Standard purchase order scenarios
                • Processing a standard sales order
                • Processing returns and inventory adjustments
                • Work in process handling
              • Average costing method: inventory costing for drop-ship products
            • Inventory costing method 2: first in first out (FIFO)
          • Hot SKU
          • Node capacity locking
          • Inventory consignment
          • Checking inventory availability of an item with variations
          • Multiple fulfillment items for one ordered item
      • Configuring Global Inventory Visibility
        • Business models
          • Multi-divisional corporation
          • Third-Party Logistics
          • Marketplace
        • Global inventory visibility configuration
          • Global inventory visibility: inventory rules
          • Global inventory visibility: inventory types and considerations
          • Global inventory visibility: distribution rules
          • Global inventory visibility: resource capacity
        • Icons
        • Configuring inventory rules
          • Defining ATP rules
            • Creating an ATP rule
            • Modifying an ATP rule
            • Deleting an ATP rule
            • Setting the default ATP rule and default lead days
          • Defining monitoring rules
            • Event based ATP monitor rules
              • Creating an event based ATP monitoring rule
              • Modifying an event based ATP monitoring rule
              • Deleting an event based ATP monitoring rule
            • Action based ATP monitor rules
              • Creating an action based ATP monitoring rule
              • Modifying an ATP monitoring rule
              • Deleting an ATP monitoring rule
            • Onhand inventory monitor rules
              • Creating an onhand inventory monitor rule
              • Modifying an onhand inventory monitor rule
              • Deleting an onhand inventory monitor rule
          • Defining product classes
            • Creating a product class
            • Modifying a product class
            • Deleting a product class
          • Defining inventory reasons
            • Creating an inventory reason
            • Modifying an inventory reason
            • Deleting an inventory reason
          • Defining IBA rules
            • Setting up IBA rules
            • Creating condition details
            • Modifying condition details
            • Deleting condition details
            • Creating IBA sequence header details
            • Modifying IBA sequence header details
            • Deleting IBA sequence header details
          • Defining additional inventory rules
        • Defining inventory considerations
        • Defining inventory supply types
          • Creating an inventory supply type
          • Modifying an inventory supply type
          • Deleting an inventory supply type
        • Defining inventory demand types
          • Creating an inventory demand type
          • Modifying an inventory demand type
          • Deleting an inventory demand type
        • Inventory availability safety factor
        • Configuring cost factor groups
          • Defining inventory cost factor groups
          • Associating cost factors with a cost factor group
        • Configuring product item specific distribution groups
          • Creating a distribution group
            • Adding nodes/external organizations to a distribution group
            • Modifying a distribution group's node/external organization
            • Deleting a distribution group's node/external organization
            • Adding advanced distribution details to a distribution group (For backward compatibility only)
            • Deleting advanced distribution details
          • Deleting a distribution group
        • Configuring inventory node type rules
          • Creating an inventory node type rule
          • Modifying an inventory node type rule
          • Deleting an inventory node type rule
        • Configuring resource capacity
          • Defining capacity rules
          • Defining region usage for resource pools
          • Defining slot groups
            • Creating a slot group
              • Creating hierarchical service slots
            • Modifying a slot group
              • Modifying hierarchical service slots
            • Deleting a slot group
              • Deleting the hierarchical service slots
          • Defining resource pools
            • Creating and modifying a resource pool
              • Adding a service skill to a resource pool
              • Removing a service skill from a resource pool
              • Adding a region serviced by the resource pool
              • Removing a serviced region from a resource pool
              • Creating and modifying a service resource
              • Deleting a service resource
            • Deleting a resource pool
        • Configuring value added services
          • Value added services: defining activities
            • Creating an activity code
            • Modifying an activity code
            • Deleting an activity code
          • Defining work order cancellation reasons
            • Creating a work order cancellation reason
            • Creating a new work order cancellation reason from an existing work order cancellation reason
            • Modifying a work order cancellation reason
            • Deleting a work order cancellation reason
          • Defining allocation considerations
            • Creating a work order allocation consideration
            • Modifying a work order allocation consideration
            • Deleting a work order allocation consideration
          • Defining value-added services modification groups
            • Setting up a value-added services modification group
              • Adding conditions to a status modification group
            • Value-added services: modifying a modification group
            • Value-added services: deleting a modification group
          • Defining value added services process type details
            • Viewing value added services process type details
          • Defining the value added services process model
            • Value added services process model: pipeline determination
            • Value added services process model: hub rule
            • Value added services process model: pipelines
            • Value added services process model: transactions
            • Value added services process model: statuses
            • Value added services process model: conditions
            • Value added services process model: actions
            • Value added services process model: service definitions
          • Defining purge criteria
            • Setting up purge criteria
        • Configuring count
          • Defining count program
            • Creating a count program
            • Modifying a count program
            • Deleting a count program
          • Viewing region usage for count
          • Defining corporate count request cancellation reasons
            • Creating a corporate count request cancellation reason
            • Creating a new corporate count request cancellation reason from an existing corporate count request cancellation reason
            • Modifying a corporate count request cancellation reason
            • Deleting a corporate count request cancellation reason
          • Defining corporate count request purge criteria
            • Setting up corporate count request purge criteria
        • Synchronizing with node inventory
          • Loading the inventory picture from a node
            • The loadInventoryMismatch service
            • Configuring the loadInventoryMismatch service
          • Synchronizing the inventory tables
            • The syncLoadedInventory service
            • Configuring the collectInventoryMismatch service
            • Executing the synchronization process
            • Purging the temporary table
    • Logistics Management
      • Logistics Management overview
        • Planning considerations for shipping
        • Terms
          • Shipment planning strategies
        • Shipment planning features
          • Using economic shipping parameters
          • Determining routing
            • Routing guides
            • Dynamic routing
            • Delivery plans
        • Inbound compliance and outbound constraints
          • Buyers and inbound compliance
          • Enterprise and outbound constraints
          • Resolving conflicting conditions
        • Outbound shipments
          • Creating a shipment
            • Constraints and creating an order release
            • Consolidating shipments
          • Routing a shipment
            • Using routing guides
          • Zone skipping
            • Routing in zone skipping
            • Manifesting for shipments' shipping zones
            • Determining the second leg carrier for parcel shipments
          • Outbound shipment pipeline
            • Outbound shipment pipeline statuses
          • Outbound shipment console
          • Creating a bundle shipment
          • Confirming a bundle shipment
          • Invoicing a bundle shipment
        • Loads
          • Creating a load
          • Load execution pipeline
        • Inbound shipments
          • Inbound shipment pipeline
          • Inbound shipment console
        • Hold processing
      • Configuring Logistics Management
        • Business models
          • Multi-divisional corporation
          • Third-Party Logistics
          • Marketplace
          • Logistics management configuration
            • Logistics management configuration: carrier services
            • Logistics management configuration: carrier special services
            • Logistics management configuration: modification reasons
            • Logistics management configuration: load execution process model
            • Logistics management configuration: instruction types
            • Logistics management configuration: charge categories
            • Logistics management configuration: purge criteria
            • Logistics management configuration: load type
            • Logistics management configuration: stop type
            • Logistics management configuration: modification rules
            • Logistics management configuration: logistics components
        • Icons used in this guide
        • Configuring cross application carrier services
          • Creating a carrier service code
            • Modifying a carrier service code
            • Deleting a carrier service code
          • Creating a carrier delivery schedule
            • Modifying a carrier delivery schedule
        • Configuring cross application carrier special services
          • Creating a carrier special service code
          • Modifying a carrier special service code
          • Deleting a carrier special service code
        • Configuring cross application logistics rules
          • Creating a logistics rule
        • Configuring transportation
          • Creating an activity code
          • Modifying an activity code
          • Deleting an activity code
        • Configuring a document’s modification reasons
          • Creating a modification reason
          • Modifying a modification reason
          • Deleting a modification reason
        • Configuring a load document’s hold types
          • Load document: creating a hold type
          • Load document: modifying a hold type
          • Load document: deleting a hold type
        • Configuring a load document’s pipeline
          • Defining process type details
          • Process type pipeline configuration
            • Defining pipeline determination
              • Condition variables for pipeline determination
            • Load document: pipelines
            • Load document: transactions
            • Load document: statuses
            • Load document: conditions
            • Load document: actions
        • Configuring a document's instruction types
          • Creating an instruction type
          • Modifying an instruction type
          • Deleting an instruction type
        • Configuring a load document's charge categories
          • Creating a charge category
            • Adding a charge name associated with a charge category
            • Modifying a charge name associated with a charge category
            • Deleting a charge name associated with a charge category
          • Modifying a charge category
          • Deleting a charge category
        • Configuring a load document's purge criteria
          • Modifying a load document type's purge criteria rule
        • Configuring a load document’s load types
          • Creating a load type
          • Modifying a load type
          • Deleting a load type
        • Configuring a shipment document’s hold types
          • Creating a hold type
          • Modifying a hold type
          • Deleting a hold type
        • Configuring a load document's stop types
          • Modifying a stop type
        • Configuring a document's modification components
          • Defining custom modification types
            • Creating a custom modification type
            • Modifying a custom modification type
            • Deleting a custom modification type
          • Defining status modification groups
            • Configuring a load document's modification rules
            • Load document modification types
            • Specifying a condition for a status modification group
            • Overriding status modification groups
            • Inheriting modification rules from a status modification group
            • Resolving conflicts between status modification groups
            • Creating a status modification group
              • Adding conditions to a status modification group
            • Modifying a status modification group
            • Deleting a status modification group
          • Changing a load document type's modification requiring auditing rules
        • Configuring an order document's shipment specific components
          • Defining shipping modification groups
          • Defining shipping hold types
          • Defining shipping process type details
          • Defining shipping process model
        • Configuring Logistics Components
          • Defining freight terms
            • Creating a freight term
            • Modifying a freight term
            • Deleting a freight term
          • Defining shipment planning
          • Creating a routing guide
          • Modifying a routing guide line
            • Creating a routing guideline
              • Defining carrier services
              • Creating a carrier service as a routing option
              • Modifying a carrier service as a routing option
              • Deleting a carrier service as a routing option
            • Modifying a routing guide line
            • Deleting a routing guide line
          • Deleting a routing guide
    • Reverse Logistics
      • Reverse Logistics overview
        • Parts of a return order
        • Reverse logistics pipeline
          • Reverse logistics pipeline statuses
          • Default pipelines
      • Configuring Reverse Logistics
        • Business models
          • Multi-divisional corporation
          • Third-Party Logistics
          • Marketplace
        • Reverse logistics configuration
          • Logistics
          • Financials
          • Customer
          • Order attributes
          • Order validation
          • Return reasons
          • Instruction types
          • Modification reasons
          • Backorder reasons
          • Process type configuration
          • Purge criteria
        • Icons used in this guide
        • Configuring cross-application logistics components
          • Defining logistics attributes
            • Defining freight terms
              • Creating a freight term
              • Modifying a freight term
              • Deleting a freight term
            • Defining carrier modification reasons
              • Creating a carrier modification reason
              • Modifying a carrier modification reason
              • Deleting a carrier modification reason
            • Defining additional logistic rules
          • Defining delivery codes
            • Creating a delivery code
            • Modifying a delivery code
            • Deleting a delivery code
          • Defining shipment modes
            • Creating a shipment mode
            • Modifying a shipment mode
            • Deleting a shipment mode
          • Defining outbound constraints
            • Creating a routing guide
            • Modifying a routing guide
              • Creating a routing guideline
                • Defining carrier services
                • Creating a carrier service
                • Modifying a carrier service
                • Deleting a carrier service
              • Modifying a routing guide line
              • Deleting a routing guide line
            • Deleting a routing guide
        • Configuring cross-application payment components
          • System payment processing rules
          • Configuring payment rules
            • Searching for a payment rule
              • Save a payment rule search
            • Creating a payment rule
            • Modifying the payment rule
            • Deleting a payment rule
          • Configuring payment type
            • Searching for a payment type
              • Save a payment type search
            • Creating a payment type
            • Modifying the payment type details
              • Modifying the charge-related configurations of a payment type
              • Modifying the refund-related configurations of a payment type
            • Deleting a payment type
            • Configuring payment card type
              • Searching for a payment card type
                • Save a payment card type search
              • Creating a payment card type
              • Modifying the payment card type details
              • Deleting a payment card type
        • Configuring cross-application returns components
          • Defining return rules
        • Configuring cross-application customer components
          • Configuring customer classification codes
            • Creating a customer classification
            • Modifying a customer classification
            • Deleting a customer classification
          • Defining additional customer rules
          • Defining customer definitions
            • Creating a customer definition
            • Modifying a customer definition
              • Defining the customer’s primary information
                • If the customer Is a consumer
                • If the customer Is a business
              • Defining customer service preferences
              • Answering customer address questions
              • Defining customer scheduling constraints
              • Defining multiple contacts for each customer
                • Defining customer contact information
                • Defining limits for customer contacts
                • Defining additional contact addresses
                • Defining additional addresses for a customer
            • Deleting a customer definition
          • Defining contact types
            • Creating a customer contact type
            • Modifying a customer contact type
            • Deleting a customer contact type
        • Configuring cross application service execution components
          • Defining a service supervisor for a node
          • Modifying a service supervisor for a node
          • Deleting a service supervisor for a node
          • Configuring address questions
            • Defining address question groups
            • Modifying address question groups
            • Deleting address question groups
            • Defining address questions
            • Modifying address questions
            • Deleting address questions
            • Defining capacity impact
            • Modifying capacity impact
            • Deleting capacity impact
            • Rearranging address question entities
        • Configuring a document's attributes
          • Defining order types
            • Creating an order type
            • Modifying an order type
            • Deleting an order type
          • Defining order sources
            • Creating an order source
            • Modifying an order source
            • Deleting an order source
          • Defining external references for the order level
            • Creating an external reference for the order header level
            • Modifying an external reference for the order header level
            • Deleting an external reference for the order header level
          • Defining external references for the order line level
            • Creating an external reference for the order line level
            • Modifying an external reference for the order line level
            • Deleting an external reference for the order line level
          • Defining order address types
            • Creating an order address type
            • Modifying an order address type
            • Deleting an order address type
          • Defining line types
            • Creating a line type
            • Modifying a line type
            • Deleting a line type
          • Defining other attributes
            • Generating a prime line number for a new line from a pre-configured number
        • Configuring a document's order validation
        • Configuring a document’s return reasons
          • Creating a return reason
          • Modifying a return reason
        • Configuring a document's instruction types
          • Creating an instruction type
          • Modifying an instruction type
          • Deleting an instruction type
        • Configuring a document’s modification reasons
          • Creating a modification reason
          • Modifying a modification reason
          • Deleting a modification reason
        • Configuring a document's backorder reasons
          • Creating a backorder reason
          • Modifying a backorder reason
          • Deleting a backorder reason
        • Configuring a document's note reasons
          • Creating a note reason
          • Modifying a note reason
          • Creating a new note reason based on an existing one
          • Deleting a note reason
        • Configuring a document’s line relationship type
          • Defining a line relationship type
          • Modifying a line relationship type
          • Creating a new line relationship type based on an existing one
            • Deleting a line relationship type
        • Configuring a document's modification components
          • Defining custom modification types
            • Creating a custom modification type
            • Modifying a custom modification type
            • Deleting a custom modification type
          • Defining status modification groups
            • Defining modification rules
            • Specifying a condition for a status modification group
            • Overriding status modification groups
            • Inheriting modification rules from a status modification group
            • Resolving conflicts between status modification groups
            • Creating a status modification group
              • Adding conditions to a status modification group
            • Modifying a status modification group
            • Deleting a status modification group
          • Defining modifications impacting pricing
            • Adding/removing a modification type for modifications impacting pricing
          • Defining modifications requiring auditing
        • Configuring a return document's fulfillment specific components
          • Fulfillment specific components: defining hold types
            • Creating a hold type
              • Creating an order level hold type
              • Creating an order line level hold type
            • Fulfillment specific components: modifying a hold type
          • Fulfillment specific components: process type pipeline configuration
            • Fulfillment specific components: defining pipeline determination
            • Fulfillment specific components: pipelines
            • Fulfillment specific components: transactions
            • Fulfillment specific components: statuses
            • Fulfillment specific components: conditions
            • Fulfillment specific components: actions
          • Defining transaction rules
          • Defining status inventory types
            • Creating a status inventory type
            • Modifying a status inventory type
            • Deleting a status inventory type
          • Fulfillment specific components: defining monitoring components
            • Fulfillment specific components: defining date types
              • Fulfillment specific components: creating a date type
              • Fulfillment specific components: modifying a date type
              • Fulfillment specific components: deleting a date type
            • Fulfillment specific components: defining milestones
              • Fulfilment specific components: creating a milestone
              • Fulfillment specific components: modifying a milestone
              • Fulfillment specific components: deleting a milestone
          • Fulfillment specific components: defining monitoring events
            • Fulfillment specific components: creating an event rule
            • Modifying an event
            • Fulfillment specific components: deleting an event
        • Configuring a return document's shipment specific components
          • Shipment specific components: defining hold types
          • Shipment specific components: process type pipeline configuration
            • Shipment specific components: defining pipeline determination
            • Shipment specific components: pipelines
            • Shipment specific components: transactions
            • Shipment specific components: statuses
            • Shipment specific components: conditions
            • Shipment specific components: actions
          • Shipment specific components: defining monitoring components
            • Shipment specific components: defining date types
              • Shipment specific components: creating a date type
              • Shipment specific components: modifying a date type
              • Shipment specific components: deleting a date type
            • Shipment specific components: defining milestones
              • Shipment specific components: creating a milestone
              • Shipment specific components: modifying a milestone
              • Shipment specific components: deleting a milestone
          • Shipment specific components: defining monitoring events
            • Shipment specific components: creating an event rule
            • Modifying an event
            • Shipment specific components: deleting an event
          • Defining shipment preferences
            • Over shipping preferences
              • Creating a shipment preference
              • Modifying a shipment preference
              • Deleting a shipment preference
            • Transaction rules
        • Configuring an order document's receipt specific components
          • Receipt specific components: process type pipeline configuration
            • Receipt specific components: defining pipeline determination
            • Receipt specific components: pipelines
            • Receipt specific components: transactions
            • Receipt specific components: statuses
            • Receipt specific components: conditions
            • Receipt specific components: actions
          • Allow the receipt of an unexpected item
          • Defining receipt preferences
            • Creating a receipt preference
            • Modifying a receipt preference
            • Deleting a receipt preference
          • Defining receiving dispositions
            • Creating a receiving disposition
            • Creating a new receiving disposition from an existing receiving disposition
            • Modifying a receiving disposition
            • Deleting a receiving disposition
          • Defining receiving discrepancy reasons
            • Creating a receiving discrepancy reason
            • Modifying a receiving discrepancy reason
            • Deleting a receiving discrepancy reason
        • Configuring a document’s financial components
          • Defining payment terms
            • Creating a payment term
            • Modifying a payment term
            • Deleting a payment term
          • Define charge definitions
            • Creating a charge category
              • Adding a charge name associated with a charge category
              • Modifying a charge name associated with a charge category
              • Deleting a charge name associated with a charge category
            • Modifying a charge category
            • Deleting a charge category
          • Defining tax names
            • Creating a tax name
            • Modifying a tax name
            • Deleting a tax name
          • Configuring financial rules
            • Configure financial rules for quotes
            • Configuring financial rules for sales order
            • Configuring financial rules for return order
            • Configure financial rules for transfer order
            • Configure financial rules for master order
        • Configuring a document's purge criteria
          • Modifying an order document type's purge criteria rule
        • Order modification types
    • Supply Collaboration add-on
      • Supply Collaboration overview
        • Purchase orders
        • The purchase order execution pipeline
          • Purchase order statuses
      • Configuring Supply Collaboration
        • Configuring cross-application logistics components
          • Defining logistics attributes
            • Defining freight terms
              • Creating a freight term
              • Modifying a freight term
              • Deleting a freight term
            • Defining carrier modification reasons
              • Creating a carrier modification reason
              • Modifying a carrier modification reason
              • Deleting a carrier modification reason
            • Defining additional logistic rules
          • Defining delivery codes
            • Creating a delivery code
            • Modifying a delivery code
            • Deleting a delivery code
          • Defining shipment modes
            • Creating a shipment mode
            • Modifying a shipment mode
            • Deleting a shipment mode
          • Defining outbound constraints
            • Creating a routing guide
            • Modifying a routing guide
              • Creating a routing guideline
                • Defining carrier services
                • Creating a carrier service
                • Modifying a carrier service
                • Deleting a carrier service
              • Modifying a routing guide line
              • Deleting a routing guide line
            • Deleting a routing guide
        • Business models
          • Multi-divisional corporation
          • Third-party logistics
          • Marketplace
        • Supply collaboration configuration
          • Logistics
          • Negotiation
          • Vendor
          • Order attributes
          • Order validation
          • Instruction types
          • Modification reasons
          • Backorder reasons
          • Process type configuration
          • Financials
          • Purge criteria
        • Icons used in this guide
        • Configuring cross-application negotiation components
          • Defining response actions
            • Modifying a response action
          • Defining rejection reasons
            • Creating a rejection reason
            • Modifying a rejection reason
            • Deleting a rejection reason
        • Configuring Cross Application Vendor Components
          • Creating a vendor classification
          • Modifying a vendor classification
          • Deleting a vendor classification
          • Defining vendor definitions
            • Creating a vendor definition
            • Modifying a vendor definition
            • Deleting a vendor definition
          • Defining contact types
            • Creating a contact type
            • Modifying a contact type
            • Deleting a contact type
        • Configuring a document's order validation
        • Configuring a document's attributes
          • Defining order types
            • Creating an order type
            • Modifying an order type
            • Deleting an order type
          • Defining order sources
            • Creating an order source
            • Modifying an order source
            • Deleting an order source
          • Defining external references for the order level
            • Creating an external reference for the order header level
            • Modifying an external reference for the order header level
            • Deleting an external reference for the order header level
          • Defining external references for the order line level
            • Creating an external reference for the order line level
            • Modifying an external reference for the order line level
            • Deleting an external reference for the order line level
          • Defining order address types
            • Creating an order address type
            • Modifying an order address type
            • Deleting an order address type
          • Defining line types
            • Creating a line type
            • Modifying a line type
            • Deleting a line type
          • Defining other attributes
            • Generating a prime line number for a new line from a pre-configured number
        • Configuring a document's instruction types
          • Creating an instruction type
          • Modifying an instruction type
          • Deleting an instruction type
        • Configuring a document’s modification reasons
          • Creating a modification reason
          • Modifying a modification reason
          • Deleting a modification reason
        • Configuring a document's backorder reasons
          • Creating a backorder reason
          • Modifying a backorder reason
          • Deleting a backorder reason
        • Configuring a document's modification components
          • Defining custom modification types
            • Creating a custom modification type
            • Modifying a custom modification type
            • Deleting a custom modification type
          • Defining status modification groups
            • Defining modification rules
            • Specifying a condition for a status modification group
            • Overriding status modification groups
            • Inheriting modification rules from a status modification group
            • Resolving conflicts between status modification groups
            • Creating a status modification group
              • Adding conditions to a status modification group
            • Modifying a status modification group
            • Deleting a status modification group
          • Defining modifications impacting pricing
            • Adding/removing a modification type for modifications impacting pricing
          • Defining modifications requiring auditing
        • Configuring a document's note reasons
          • Creating a note reason
          • Modifying a note reason
          • Creating a new note reason based on an existing one
          • Deleting a note reason
        • Configuring a document’s line relationship type
          • Defining a line relationship type
          • Modifying a line relationship type
          • Creating a new line relationship type based on an existing one
            • Deleting a line relationship type
        • Configuring an inbound order document's fulfillment specific components
          • Order fulfillment: defining hold types
            • Order fulfillment: creating a hold type
              • Order fulfillment: creating an order level hold type
              • Order fulfillment: creating an order line level hold type
            • Order fulfillment: modifying a hold type
            • Order fulfillment: deleting a hold type
          • Order fulfillment: process type pipeline configuration
            • Order fulfillment: defining pipeline determination
            • Order fulfillment: pipelines
            • Order fulfillment: transactions
            • Order fulfillment: statuses
            • Order fulfillment: conditions
            • Order fulfillment: actions
          • Defining transaction rules
          • Defining status inventory types
            • Creating a status inventory type
            • Modifying a status inventory type
            • Deleting a status inventory type
          • Defining monitoring components
            • Order fulfillment: defining date types
              • Order fulfillment: creating a date type
              • Order fulfillment: modifying a date type
              • Order fulfillment: deleting a date type
            • Order fulfillment: defining milestones
              • Order fulfillment: creating a milestone
              • Order fulfillment: modifying a milestone
              • Order fulfillment: deleting a milestone
          • Order fulfillment: defining monitoring events
            • Order fulfillment: creating an event rule
            • Order fulfillment: modifying an event
            • Order fulfillment: deleting an event
        • Configuring an order document's shipment specific components
          • Shipments: defining hold types
          • Shipments: process type pipeline configuration
            • Shipments: defining pipeline determination
            • Shipments: pipelines
            • Shipments: transactions
            • Shipments: statuses
            • Shipments: conditions
            • Shipments: actions
          • Shipments: defining monitoring components
            • Shipments: defining date types
              • Shipments: creating a date type
              • Shipments: modifying a date type
              • Shipments: deleting a date type
            • Shipments: defining milestones
              • Shipments: creating a milestone
              • Shipments: modifying a milestone
              • Shipments: deleting a milestone
          • Shipments: defining monitoring events
            • Shipments: creating an event rule
            • Shipments: modifying an event
            • Shipments: deleting an event
          • Defining shipment preferences
            • Over shipping preferences
              • Creating a shipment preference
              • Modifying a shipment preference
              • Deleting a shipment preference
            • Transaction rules
        • Configuring an order document's receipt-specific components
          • Receipts: process type pipeline configuration
            • Receipts: defining pipeline determination
            • Receipts: pipelines
            • Receipts: transactions
            • Receipts: statuses
            • Receipts: conditions
            • Receipts: actions
          • Defining receipt preferences
            • Creating a receipt preference
            • Modifying a receipt preference
            • Deleting a receipt preference
          • Defining receiving dispositions
            • Creating a receiving disposition
            • Modifying a receiving disposition
            • Deleting a receiving disposition
          • Defining receiving discrepancy reasons
            • Creating a receiving discrepancy reason
            • Modifying a receiving discrepancy reason
            • Deleting a receiving discrepancy reason
        • Configuring an order document's negotiation-specific components
          • Negotiation: process type pipeline configuration
            • Negotiation: defining pipeline determination
            • Negotiation: pipelines
            • Negotiation: transactions
            • Negotiation: statuses
            • Negotiation: conditions
            • Negotiation: actions
        • Configuring a document’s financial components
          • Defining payment terms
            • Creating a payment term
            • Modifying a payment term
            • Deleting a payment term
          • Defining charge definitions
            • Creating a charge category
              • Adding a charge name associated with a charge category
              • Modifying a charge name associated with a charge category
              • Deleting a charge name associated with a charge category
            • Modifying a charge category
            • Deleting a charge category
          • Defining tax names
            • Creating a tax name
            • Modifying a tax name
            • Deleting a tax name
          • Configuring financial rules
            • Configure financial rules for quotes
            • Configuring financial rules for sales order
            • Configuring financial rules for return order
            • Configure financial rules for transfer order
            • Configure financial rules for master order
        • Configuring a document's purge criteria
          • Modifying an order document type's purge criteria rule
        • Order modification types
    • Delivery service and scheduling overview
      • Postponing item creation
      • Work order creation
      • Work order hold types
      • Service work order types
        • Multiple service lines on a single work order
        • Work order with service resources
        • Multi-day work order
        • Provided service work order
          • Provided service work order with products to be delivered
          • Synchronization of work and exchange orders
        • Delivery service work order
        • Dynamically determining work order type
      • Service work order creation
        • Provided service or delivery service work order determination
        • Work order node determination
        • Work order provider organization determination
        • Capacity calculations for work order
        • Product reservation for a service work order
      • Confirming a work order
      • Work order cancellation
      • Appointment status
        • Procedure involved in taking appointments
          • Pre-calling before the appointment date
      • Invoicing provided service and delivery services
      • Invoicing special services
      • Work order pipeline
        • Delivery service and scheduling services pipeline for work orders
      • Compliance services
        • Configuring compliance services
        • Using run quantity to optimize compliance processing
    • Pricing add-on
      • Overview of pricing service
      • Intended audience
      • Planning for your pricing service
      • Using the IBM Sterling Business Center pricing home page
        • Pricing administration
      • Initial configurations for pricing administration in Sterling Business Center
      • Define charge definitions
        • Creating a charge category
          • Adding a charge name associated with a charge category
          • Modifying a charge name associated with a charge category
          • Deleting a charge name associated with a charge category
        • Modifying a charge category
        • Deleting a charge category
      • Configure pricing organization rules
      • Configure pricing enterprise rules
        • Controlling negative line totals
      • Considerations
        • An introduction to price type
      • Create a price type
      • Search for a Price Type
        • Save a price type search
        • Perform a search using a saved price type search
        • Modify a saved price type search
      • Modify price type details
      • Delete a price type
      • Configure recurring interval
        • Add pricing type recurring interval
        • Modify price type recurring interval
        • Delete pricing type recurring interval
      • Pricing exclusivity group
        • Add pricing exclusivity group
        • Modify pricing exclusivity group
        • Delete pricing exclusivity group
      • Defining validations and overrides for pricing
        • System-supplied validations for pricing
        • Pricing policies
      • Creating an approval rule
      • Managing an approval rule
      • Configuring approval plans
      • Creating an approval rule
      • Create a header approval rule
        • Group conditions in a header approval rule
        • Ungroup conditions in a header approval rule
        • Modify the sequence of conditions in a header approval rule
        • Remove a condition from a header approval rule
      • Create a line approval rule
        • Group conditions in a line approval rule
        • Ungroup conditions in a line approval rule
        • Modify the sequence of the conditions in a line approval rule
        • Remove a condition from a line approval rule
      • Searching and viewing an approval rule in IBM Sterling Business Center
        • Basic approval rule search in IBM Sterling Business Center
        • Advanced approval rule search in IBM Sterling Business Center
          • Add more search criteria to advanced approval rule search in IBM Sterling Business Center
        • Save an approval rule search in IBM Sterling Business Center
        • Perform a search using saved approval rule search in IBM Sterling Business Center
        • Modify a saved approval rule search in IBM Sterling Business Center
      • Modify approval rule details
      • Copy an approval rule
      • Modify the status of an approval rule
      • Modify the conditions in a header approval rule
        • Group conditions in a header approval rule
        • Ungroup conditions in a header approval rule
        • Modify the sequence of conditions in a header approval rule
        • Remove a condition from a header approval rule
      • Modify the conditions in a line approval rule
        • Group conditions in a line approval rule
        • Ungroup conditions in a line approval rule
        • Modify the sequence of the conditions in a line approval rule
        • Remove a condition from a line approval rule
      • Delete an approval rule
      • Configuring approval plans
        • Create an approval plan
          • Define approver details for approval plan
          • Modify approver details for approval plan
          • Delete approver details from an approval plan
        • Modify an approval plan
        • Delete an approval plan
        • Search for an approval plan
        • Save an approval plan search
      • View validations that belong to pricing domain
      • View details of each of the policies that belongs to pricing domain
        • Overview of adding a validation rule for the policy that belongs to pricing domain
          • Add a validation rule by using pre-defined criteria
          • Add a validation rule by using a custom criteria
        • Modify the validation rule
        • Modify the status of a validation rule
        • Delete a validation rule
        • Add an override rule
        • Modify the override rule
        • Modify the status of an override rule
        • Delete an override rule
      • Global pricing exclusions
        • Create global pricing exclusion
          • Add exclusion conditions to global pricing exclusion
        • Modify global pricing exclusion
        • Modify the status of global pricing exclusion
        • Modify the exclusion conditions of global pricing exclusion
        • Delete global pricing exclusion
      • Pricing for returns, refunds, and exchanges
        • Prorating refund calculations for combined item quantities
        • Tracking which order lines qualify other order lines for a pricing rule
      • Discount or charge distribution in an order
      • Repricing orders
      • Configuration rules for pricing orders
      • Defining mutually exclusive pricing rules
        • Exclusivity types
        • Limits on exclusivity types
        • Example: how exclusivity types apply
        • Exclusivity processing
      • Disabling automatic pricing rules for quotes
      • Excluding line level discounts from order level discounts
      • Data selection criteria for pricing orders
      • Pricing of recommended lines in quotes
      • Profit margins
      • Extending and tracking pricing attributes
      • Test pricing setup in IBM Sterling Business Center
        • Add items when testing the pricing setup
        • Remove an item when testing the pricing setup
        • Add a coupon when testing the pricing setup
        • Remove a coupon when testing the pricing setup
    • Quotation add-on
      • Overview of quotes
        • Overview of opportunity management
        • Opportunity fulfillment pipeline
        • Opportunity scenarios
        • Overview of quote management
        • Quote fulfillment pipeline
      • Setting up and validating items in a quote
        • Including special requests in a quote
        • Adding noncatalog items to a quote
        • Managing recommended items in a quote
        • Hiding minor line items in a quote
        • Validating items in a quote
      • Quote expiration policy
      • Reworking a quote
      • Creating an order from a quote
      • Quote scenarios
      • Pricing a quote
      • Overview of approvals for quotes
      • Defining approval plans
      • Determining the approval sequence
        • Automatic approvals
      • Determining if a quote requires an approval
      • Determining who approves a quote
        • Defining an approval delegate
      • Storing approvals in a quote
    • Introduction to IBM Sterling Field Sales implementation
      • Initial configurations to be performed in channel applications manager
      • Opportunities
      • Managing an opportunity
      • Creating an opportunity
      • Viewing opportunity details
      • Modifying opportunity details
      • Marking an opportunity as lost
      • Creating a quote for an opportunity
      • Quotes
      • Creating a quote
      • Creating an alternative quote
      • Copying a quote to create a new quote and new opportunity for a customer
      • Managing a quote
      • Managing customer details
      • Managing item details
      • Managing payment terms and shipment terms
      • Viewing a quote details
      • Marking a quote as the primary quote
      • Modifying quote name and expiration date
      • Adding items to a quote
      • Performing price adjustments for a quote
      • Moving items between quote lines and recommended lines
      • Modifying item quantity in a quote
      • Adding related items to a quote
      • Viewing the components of a bundle item in a quote
      • Configuring or reconfiguring an bundle item in a quote
      • Filtering the items in a quote
      • Deleting an item from a quote
      • Viewing additional charges of an item in a quote
      • Modifying the payment terms and shipment terms in a quote
      • Implementation of quote attachments
      • Validating a quote
      • Implementation of quote approval
      • Implementation of generating a proposal
      • Presenting a quote to a customer
      • Accepting a quote on behalf of a customer
      • Rejecting a quote on behalf of a customer
      • Reworking a quote
      • Converting a quote to an order
      • Abandoning a quote
      • Making reservations for a quote
      • Canceling reservation for a quote
      • Accessing recently modified entities
      • Modifying customer details
      • Browsing catalog in IBM Sterling Field Sales
      • Adding and viewing a note
        • System-generated Notes
      • Managing saved search
      • Implementation of input parameter validation
  • Configuring in IBM Sterling Business Center
• Integrating
  • Integration with external systems
    • Permitted integrations
      • Inbound integration using RESTful APIs
      • Outbound integration using APIs
      • Email integration
      • Integration using IBM MQ
        • Overview
        • Prerequisites
        • External Integrations to IBM MQ
        • Setting up the MQ client
        • Testing client connectivity
        • MQ self-serve operations
        • Frequently asked questions
        • Troubleshooting
          • Standard MQRC errors
          • MQ connectivity issues
          • MQ queue issues
          • MQ message issues
    • Guidelines for integration
      • Integration guidelines for the next-generation platform
      • Integration guidelines for the legacy platform
      • Information for network firewall policy
  • Integrating with Sterling Intelligent Promising
    • Integrating with Sterling Intelligent Promising Inventory Visibility
      • Synchronizing inventory data from Global Inventory Visibility to Sterling Intelligent Promising Inventory Visibility (phase 1)
        • Sterling Intelligent Promising Inventory Visibility integration prerequisites
        • Configuring Sterling Order Management System for integrating with Sterling Intelligent Promising Inventory Visibility
        • Defining integration properties in Sterling Order Management System
        • Integrating Sterling Order Management System with Sterling Intelligent Promising Inventory Visibility
        • Fetching inventory availability from Sterling Intelligent Promising Inventory Visibility
        • Creating extended demand types in Sterling Intelligent Promising Inventory Visibility
        • Running the InventorySnapshot agent
        • Migrating from Sterling Intelligent Promising Inventory Visibility integration phase 1 to phase 2
      • Using Sterling Intelligent Promising Inventory Visibility as the inventory management system (phase 2)
        • Getting started
        • Best practices
        • Handling inventory synchronization
        • Handling inventory reservation
        • Handling the configuration data
        • Exposed statistics details
        • Deprecated APIs and events
        • Order fulfillment by using Availability by date breakup
        • Enabling the integration adapter (phase 2) to use Availability by date breakup
        • Handling orders with large number of order lines in the integration adapter
        • Troubleshooting
          • Enable tracing
          • Failed to invoke IVIntegrationApi
          • INV2307_001 IV Integration Failure
      • Calling Inventory Visibility APIs through SDF utility service
  • Integrating with IBM Sterling Intelligent Promising Optimization service
    • Migrating to inbuilt integration
    • Integration flow
    • Scenarios
  • Integrating with IBM Sterling Intelligent Promising Capacity service
    • Enabling integration with IBM Sterling Intelligent Promising Capacity service
  • Integrating with Apache Kafka
    • Configuring Kafka
    • Kafka sender transport component
• Administering
  • Service requests
  • Transferring packages and files
    • Drop server
    • Transferring SSL certificates to the drop server
    • Transferring files to the deployment drop server
  • Server Dashboard user interface
    • Accessing the server dashboard
    • Tracing components
    • Accessing System Administration Console from server dashboard
  • Data extract overview
    • Configuring the data extract
      • Data extract configuration service
    • Data extract agent
    • Run data extract for ad hoc retrieval requests
      • Creating an ad hoc data extract configuration
  • Enabling or disabling trace for logs
    • Extending trace expiry time for logs
  • Managing properties in the database
    • Property management guidelines
    • Loading properties to the database
    • Managing properties in the database
      • ... using the manageProperty API
      • ... using the System Management Administrator
  • OIDC Authentication
    • IBMid authentication
      • Federated authentication with IBMid
    • Accessing IBM Sterling Order Management System web applications after enabling your OIDC account
    • Linking the OIDC account to an IBM Sterling Order Management System user
      • Setting the user session timeout
    • Accessing ID tokens that are sent by OIDC servers
    • OIDC Authentication FAQs
  • Querying or retrieving data on cloud database
    • Solutions available to query or retrieve data on cloud database
      • Sterling Order Management System APIs or Services
      • IBM DB Query Client
  • Order Hub administration
    • Access and permissions
      • Granting user access
      • Removing user access
      • Confirming AI-related permissions
    • User management
      • Searching for users and viewing user details
      • Creating users
      • Modifying users
      • Deleting users
    • Settings and configuration
      • Enabling Order Hub AI agents
      • Configuring settings
      • Configuration dependencies with inventory screens
  • Self Service
    • Self Service AI agents
    • Accessing Self Service
    • Accessing tokens
    • Changing your preferences
    • Viewing the privacy notice
    • Web browser support
    • User role management
      • Organization operations roles within Self Service
      • Creating users and assigning roles
      • Creating functional users and assigning roles
      • Generating and revoking access tokens
      • Modifying user roles
      • Removing roles and deleting users
    • Environments in Self Service
      • Preproduction performance modes
      • Enabling language packs
      • Embed Sterling Call Center next-generation in an iframe
    • Event calendar for environment upgrade and maintenance events
    • Accessing applications
    • Downloading the Applications Manager client
    • Managing processes
      • Viewing and running processes
      • Self Service processes for the next-generation platform
        • Server specific logging-related mappings in next-generation environments
        • Resetting the transaction database
          • Table reference
      • Self Service processes for the legacy platform
        • Importing certificates on the legacy platform
          • Importing tenant certificates
          • Importing third-party certificates
        • Running activator for Sterling Intelligent Promising Inventory Visibility
        • Backing up and restoring Sterling Order Management System
          • Backing up Sterling Order Management System configurations
          • Restoring Sterling Order Management System configurations
    • Viewing messages and Inbox notifications
    • Managing customizations
      • Downloading customization on the next-generation platform
      • Uploading customization on the next-generation platform
      • Viewing logs for uploading customization
      • Deploying customization on the next-generation platform
      • Viewing logs for deploying customization
      • Deploying customization or custom runtime image on the legacy platform
    • Custom OMS properties
      • Configuring custom OMS properties
      • How customizations use custom OMS properties
    • Managing queues
      • Configuring queues
      • Enabling remote queues
      • Creating remote queues
      • Updating queues
      • Deleting queues
      • Processing queues
      • Synchronizing queues (legacy)
      • Importing queues
      • Exporting queues
    • OpenID Connect (OIDC) configuration
    • Managing Configuration Deployment Tool (CDT)
      • Overview and guidelines for CDT
      • Managing Configuration Deployment Tool (CDT) on next-generation platform
        • Uploading CDT
        • Downloading CDT
        • Exporting CDT
        • Importing CDT to your current environment
        • Viewing logs for CDT
      • Managing Configuration Deployment Tool (CDT) on legacy platform
      • Transforming data by using CDT
      • Deploying and ignoring selective records while using CDT
    • Managing servers
      • Configuring servers on the next-generation platform
        • Guidelines to select performance profile
      • Resource allocation on the next-generation platform
      • Configuring servers on the legacy platform
      • Managing server processes on the next-generation platform
        • Starting servers on the next-generation platform
        • Stopping servers on the next-generation platform
        • Scheduling server processes on the next-generation platform
      • Managing server processes on the legacy platform
        • Scheduling server processes on the legacy platform
      • Synchronizing servers (legacy)
      • Importing servers
      • Exporting servers
    • Managing certificates on the next-generation platform
      • Accessing IBM Sterling Order Management System applications
      • Inbound certificates
        • Generating client certificates
        • Generating MQ certificates
        • Uploading a domain certificate
        • Downloading inbound certificates
        • Revoking inbound certificates
        • Migrating MQ certificates
      • Adding outbound certificates
      • Configuring certificate download preference
      • Configuring reverse proxy with NGINX
    • Monitoring
      • Monitoring dashboards
        • Viewing dashboards
        • Dashboards and charts
        • Dashboards and charts - Legacy
      • Alerts
        • IBM MQ alerts
          • Creating and editing IBM MQ alerts
        • OMS alerts
          • Error rate alerts
          • Statistics-based alerts
    • Managing firewall policies
      • Creating firewall policy requests
      • Approving or rejecting firewall policy requests
      • Testing connectivity with external systems
    • Command-line interface
      • Downloading the command-line interface
      • Configuring the command-line interface
      • Uploading, listing, deploying, upgrading, downloading customizations
        • Uploading customizations
        • Listing customization packages
        • Deploying customizations
        • Upgrading customizations
        • Downloading customizations
      • Listing and downloading developer toolkits
        • Listing developer toolkits
        • Downloading developer toolkits
      • Commands for Configuration Deployment Tool (CDT) actions
    • Viewing application log files
      • Activating logs replication to OpenSearch
    • Self Service FAQs
  • Sterling Business Center pricing administration
    • Intended audience
    • Considerations
      • Overview of price lists
        • Price list lines
        • Price list line item effectivity dates
        • Price list statuses
      • Price precision and rounding
        • Price precision
        • Price rounding
      • Bulk updates on a price list
      • Price list inheritance
      • Making price lists sharable
      • Assigning a price list
        • Assigning a price list to customers
        • Assigning a price list to customer attributes
        • Assigning a price list based on customers or customer attributes
        • Assigning a price list and pricing rules to a seller or region
          • Configuring precedence
          • Price list hierarchy
          • Alternative grouping for seller based pricing
          • Marketplace seller pricing
    • Configuring
      • Create a price list
      • Searching for a price list in IBM Sterling Business Center
        • Basic price list search in IBM Sterling Business Center
        • Advanced price list search in IBM Sterling Business Center
          • Add more search for criteria advanced price list search in IBM Sterling Business Center
        • Save a price list search
        • Perform a search using a saved price list search
        • Modify a saved price list search
      • Modify price list details
      • Add items to a price list using item-based search
      • Add items to a price list by browsing categories
      • Delete an item from a price list
      • View the dependent price lists of a master price list
      • Activate or deactivate a price list
      • Adjust the prices of items based on quantity
      • Adjust the prices of individual items
      • Perform mass adjustment of prices
      • Adjust the prices of items based on date range
      • Add price to a price type for items in a price list
        • Modify the price assigned to a price type in a price list
      • Assign a price list to customers
        • Search for a customer in IBM Sterling Business Center
        • Modify customer assignment attributes
        • Remove customer assignment attributes
        • Remove specific customer assignments
      • Assign a price list to sellers
        • Modify seller assignment regions
        • Remove specific seller assignments
        • Remove seller assignment region
      • Copy a price list
      • Delete a price list
    • Considerations
      • Overview of pricing rules
      • Assigning a pricing rule or coupon
        • Assigning a pricing rule or a coupon to customer attributes
        • Seller and region based pricing rules
      • Defining conditions, adjustments, and limits on pricing rules and coupons
        • Defining time frames for pricing rules and coupons
        • Defining purchase conditions for pricing rules and coupons
          • Payment type promotions
          • Minimum amount qualifiers
          • Combined item quantities
        • Defining pricing rule and coupon adjustments
          • Fixed price promotions
          • Pricing rules for discounted prices
          • Maximizing coupon value
          • Mapping a pricing rule or coupon adjustment to charges
        • Defining exclusions and usage limits on pricing rules and coupons
          • Pricing rule exclusions
            • Excluding price lists from a pricing rule
          • Limiting discounts for a promotion
          • Excluding items which are used to qualify for a pricing rule from adjustment
          • Controlling negative line totals
          • Defining mutually exclusive pricing rules
            • Exclusivity types
            • Limits on exclusivity types
            • Example: how exclusivity types apply
            • Exclusivity processing
          • Disabling automatic pricing rules for quotes
        • Defining validations and overrides for pricing
          • System-supplied validations for pricing
      • Pricing bundles
      • Manual adjustments
      • Non-instant discounts
      • Price locking
      • Shipping charge calculation
      • Price matching
    • Configuring
      • Creating a pricing rule in Sterling Business Center
      • Overview of combination pricing rule in Sterling Business Center
        • Create a combination pricing rule based on the item category
        • Create a combination pricing rule based on the items
        • Create a combination pricing rule based on the item attribute
      • Overview of item quantity pricing rule in Sterling Business Center
        • Create an item quantity pricing rule based on item category
        • Create an item quantity pricing rule based on the items
        • Create an item quantity pricing rule based on item attribute
      • Create a basic pricing rule based on the order total
      • Overview of advanced order total pricing rule in Sterling Business Center
        • Create an order total pricing rule based on the item category
        • Create an order total pricing rule based on the items
        • Create an order total pricing rule based on the item attribute
      • Create a pricing rule based on the ship order total
      • Create a pricing rule based on shipping surcharge
      • Searching for a pricing rule in IBM Sterling Business Center
        • Basic pricing rule search in IBM Sterling Business Center
        • Advanced pricing rule search in IBM Sterling Business Center
          • Add more search criteria for advanced pricing rule search in IBM Sterling Business Center
        • Save a pricing rule search in IBM Sterling Business Center
        • Perform a search using a saved pricing rule search in IBM Sterling Business Center
        • Modify a saved pricing rule search in IBM Sterling Business Center
      • Modify pricing rule details
      • Modify the conditions of a combination pricing rule that is based on the item category
      • Modify the conditions of a combination pricing rule that is based on the items
      • Modify the conditions of a combination pricing rule that is based on the item attribute
      • Modify the properties of a pricing rule that is based on the combination of items ordered
      • Modify the schedule of a pricing rule that is based on the combination of items ordered
      • Modify the conditions of an item quantity pricing rule that is based on the item category
      • Modify the conditions of an item quantity pricing rule that is based on the items
      • Modify the conditions of an item quantity pricing rule that is based on the item attribute
      • Modify the properties of a pricing rule that is based on item quantity
      • Modify the schedule of a pricing rule that is based on item quantity
      • Modify the conditions of an order total pricing rule that is based on the item category
      • Modify the conditions of an order total pricing rule that is based on the items
      • Modify the conditions of an order total pricing rule that is based on the item attribute
      • Modify the properties of a pricing rule that is based on the order total
      • Modify the schedule of a pricing rule that is based on the order total
      • Modify the conditions and effects of a pricing rule based on the ship order total
        • Add a new condition for a ship order pricing rule
        • Delete a condition for a ship order pricing rule
      • Modify the properties of a pricing rule based on the ship order total
      • Modify the schedule of a pricing rule based on the ship order total
      • Modify the conditions and effects of a pricing rule based on shipping surcharge
      • Modify the properties of a pricing rule based on shipping surcharge
      • Modify the schedule of a pricing rule based on shipping surcharge
      • Modify the status of a pricing rule
      • Assign a pricing rule to customers
        • Search for a customer in IBM Sterling Business Center
        • Modify customer assignment attributes
        • Remove customer assignment attributes
        • Remove specific customer assignments
      • Assign a pricing rule to sellers
        • Modify seller assignment regions
        • Remove specific seller assignments
        • Remove seller assignment region
      • Copy a pricing rule
      • Delete a pricing rule
    • Considerations
      • Manual adjustments
    • Configuring
      • Creating a manual pricing rule
      • Overview of combination manual pricing rule in Sterling Business Center
        • Create a combination manual pricing rule based on the item category
        • Create a combination manual pricing rule based on the items
        • Create a combination manual pricing rule based on the item attribute
      • Overview of item quantity manual pricing rule in Sterling Business Center
        • Create an item quantity manual pricing rule based on the item category
        • Create an item quantity manual pricing rule based on the items
        • Create an item quantity manual pricing rule based on the item attribute
      • Create a basic manual pricing rule based on the order total
      • Overview of advanced order total manual pricing rule in Sterling Business Center
        • Create an order total manual pricing rule based on the item category
        • Create an order total manual pricing rule based on the items
        • Create an order total manual pricing rule based on the item attribute
      • Searching and viewing a manual pricing rule in IBM Sterling Business Center
        • Basic manual pricing rule search in IBM Sterling Business Center
        • Advanced manual pricing rule search in IBM Sterling Business Center
          • Add more search criteria for advanced manual pricing rule search in IBM Sterling Business Center
        • Save a manual pricing rule search in IBM Sterling Business Center
        • Perform a search using a saved manual pricing rule search in IBM Sterling Business Center
        • Modify a saved manual pricing rule search in IBM Sterling Business Center
      • Modify manual pricing rule details
      • Modify the conditions of a combination manual pricing rule based on the item category
      • Modify the conditions of a combination manual pricing rule based on the items
      • Modify the conditions of a combination manual pricing rule based on the item attribute
      • Modify the properties of a manual pricing rule that is based on the combination of items
      • Modify the schedule of a manual pricing rule that is based on the combination of items
      • Modify the conditions of an item quantity manual pricing rule based on the item category
      • Modify the conditions of an item quantity manual pricing rule based on the items
      • Modify the conditions of an item quantity manual pricing rule based on the item attribute
      • Modify the properties of a manual pricing rule that is based on the item quantity
      • Modify the schedule of a manual pricing rule that is based on the item quantity
      • Modify the conditions of an order total manual pricing rule based on the item category
      • Modify the conditions of an order total manual pricing rule based on the items
      • Modify the conditions of an order total manual pricing rule based on the item attribute
      • Modify the properties of a manual pricing rule that is based on the order total
      • Modify the schedule of a manual pricing rule that is based on the order total
      • Modify the status of a manual pricing rule
      • Assign a manual pricing rule to customers
        • Modify customer assignment attributes
        • Remove customer assignment attributes
        • Remove specific customer assignments
      • Assign a manual pricing rule to sellers
        • Modify seller assignment regions
        • Remove specific seller assignments
        • Remove seller assignment region
      • Copy a manual pricing rule
      • Delete a manual pricing rule
    • Considerations
      • Overview of coupons
      • External coupons
      • Non-instant discounts
      • Coupon codes
      • Importing coupon codes from an external system
      • Exporting coupon codes to an external system
      • Defining character sets and coupon policy for coupon code generation
      • Assigning coupon code to customers
      • Assigning a pricing rule or coupon
        • Assigning a pricing rule or a coupon to customer attributes
        • Seller and region based pricing rules
      • Defining conditions, adjustments, and limits on pricing rules and coupons
        • Defining time frames for pricing rules and coupons
        • Defining purchase conditions for pricing rules and coupons
          • Payment type promotions
          • Minimum amount qualifiers
          • Combined item quantities
        • Defining pricing rule and coupon adjustments
          • Fixed price promotions
          • Pricing rules for discounted prices
          • Maximizing coupon value
          • Mapping a pricing rule or coupon adjustment to charges
        • Defining exclusions and usage limits on pricing rules and coupons
          • Pricing rule exclusions
            • Excluding price lists from a pricing rule
          • Limiting discounts for a promotion
          • Excluding items which are used to qualify for a pricing rule from adjustment
          • Controlling negative line totals
          • Defining mutually exclusive pricing rules
            • Exclusivity types
            • Limits on exclusivity types
            • Example: how exclusivity types apply
            • Exclusivity processing
          • Disabling automatic pricing rules for quotes
        • Defining validations and overrides for pricing
          • System-supplied validations for pricing
    • Configuring
      • Creating a Coupon in Sterling Business Center
      • Overview of combination coupon in Sterling Business Center
        • Create a combination coupon based on the item category
        • Create a combination coupon based on the items
        • Create a combination coupon based on the item attribute
      • Overview of item quantity coupon in Sterling Business Center
        • Create an item quantity coupon based on the item category
        • Create an item quantity coupon based on the items
        • Create an item quantity coupon based on the item attribute
      • Create a basic coupon based on the order total
      • Overview of advanced order total coupon in Sterling Business Center
        • Create an order total coupon based on the item category
        • Create an order total coupon based on the items
        • Create an order total coupon based on the item attribute
      • Create a coupon based on the ship order total
      • Searching for a coupon in IBM Sterling Business Center
        • Basic coupon search in IBM Sterling Business Center
        • Advanced coupon search in IBM Sterling Business Center
          • Add more search criteria for advanced coupon search in IBM Sterling Business Center
        • Save a coupon search in IBM Sterling Business Center
        • Perform a search using a saved coupon search in IBM Sterling Business Center
        • Modify a saved coupon search in IBM Sterling Business Center
      • Modify coupon details
      • Modify the conditions of a combination coupon that is based on the item category
      • Modify the conditions of a combination coupon that is based on the items
      • Modify the conditions of a combination coupon that is based on the item attribute
      • Modify the properties of a coupon that is based on the combination of items ordered
      • Modify the schedule of a coupon that is based on the combination of items ordered
      • Modify the conditions of an item quantity coupon that is based on the item category
      • Modify the conditions of an item quantity coupon that is based on the items
      • Modify the conditions of an item quantity coupon that is based on the item attribute
      • Modify the properties of a coupon that is based on the item quantity
      • Modify the schedule of a coupon that is based on the item quantity
      • Modify the conditions of an order total coupon based on the item category
      • Modify the conditions of an order total coupon that is based on the items
      • Modify the conditions of an order total coupon that is based on the item attribute
      • Modify the properties of a coupon that is based on the order total
      • Modify the schedule of a coupon that is based on the order total
      • Modify the conditions and effects of a coupon based on the ship order total
        • Add a new condition to a ship order total coupon
        • Delete a condition for a ship order total coupon
      • Modify the properties of a coupon that is based on the ship order total
      • Modify the schedule of a coupon that is based on the ship order total
      • Modify the status of a coupon
      • Assign a coupon to customers
        • Search for a customer in IBM Sterling Business Center
        • Modify customer assignment attributes
        • Remove customer assignment attributes
        • Remove specific customer assignments
      • Assign a coupon to sellers
        • Modify seller assignment regions
        • Remove specific seller assignments
        • Remove seller assignment region
      • Copy a coupon
      • Delete a coupon
  • Sterling Business Center inventory administration
    • Intended audience
    • Log in to IBM Sterling Business Center
    • Understanding the IBM Sterling Business Center application user interface
    • Icons and descriptions in IBM Sterling Business Center application user interface
    • Using the IBM Sterling Business Center home page dashboard
    • Customize the IBM Sterling Business Center home page dashboard
      • Change the layout of IBM Sterling Business Center home page dashboard
      • Change the order of dashlets in IBM Sterling Business Center home page dashboard
      • Add a dashlet to home page dashboard
      • Remove a dashlet from IBM Sterling Business Center home page dashboard
    • An introduction to context organization in IBM Sterling Business Center
    • Change your context organization in IBM Sterling Business Center
    • Using the IBM Sterling Business Center application home page
      • Executing my change requests in IBM Sterling Business Center
      • Executing favorite saved searches in IBM Sterling Business Center
      • Accessing recently modified entities in IBM Sterling Business Center
    • Using the IBM Sterling Business Center Inventory Home Page
    • Manage node capacity
      • Create a resource pool
      • Modify the resource pool details
      • Delete a resource pool
      • Add standard capacity period for a node
        • Define capacity for a node
        • Viewing and modifying the weekly capacity for a node
      • Delete standard capacity period for a node
    • Managing node capacity slot groups
      • Creating a node capacity service slot group
      • Finding node capacity service slot groups
      • Modifying a node capacity service slot group
      • Deleting a node capacity service slot group
    • Configuring monitor rules
      • Adding ATP monitor rules
      • Modifying an ATP monitor rule
      • Deleting an ATP monitor rule
    • Managing inventory segments and segment rule
      • Creating a segment type
      • Modifying a segment type
      • Deleting a segment type
      • Configuring segment rule
  • Sterling Business Center product administration
    • Intended audience
    • Getting started
      • Log in to IBM Sterling Business Center
      • Understanding the IBM Sterling Business Center application user interface
      • Icons and descriptions in IBM Sterling Business Center application user interface
      • Using the IBM Sterling Business Center home page dashboard
      • Customize the IBM Sterling Business Center home page dashboard
        • Change the layout of IBM Sterling Business Center home page dashboard
        • Change the order of dashlets in IBM Sterling Business Center home page dashboard
        • Add a dashlet to home page dashboard
        • Remove a dashlet from IBM Sterling Business Center home page dashboard
      • An introduction to context organization in IBM Sterling Business Center
      • Change your context organization in IBM Sterling Business Center
      • Using the IBM Sterling Business Center application home page
        • Executing my change requests in IBM Sterling Business Center
        • Executing favorite saved searches in IBM Sterling Business Center
        • Accessing recently modified entities in IBM Sterling Business Center
      • Using the IBM Sterling Business Center products home page
        • Catalog administration in IBM Sterling Business Center
        • Storefront management in IBM Sterling Business Center
        • Merchandising management in IBM Sterling Business Center
        • Executing favorite saved searches in IBM Sterling Business Center
        • Accessing recently modified entities in IBM Sterling Business Center
      • Localize the fields in IBM Sterling Business Center
      • Integrating Configurator with IBM Sterling Business Center
      • Initial configurations by item administrators for IBM Sterling Business Center
      • Initial configurations by system administrators for IBM Sterling Business Center
      • Initial configurations to use configurable models in IBM Sterling Business Center
    • Search management
      • Managing saved searches in IBM Sterling Business Center
        • Rename a saved search in IBM Sterling Business Center
        • Delete a saved search in IBM Sterling Business Center
        • View and execute a saved search in IBM Sterling Business Center
        • Mark a saved search as a favorite
    • Item management
      • Create an item in IBM Sterling Business Center
      • Modify the configuration of a preconfigured item
      • Delete an item in IBM Sterling Business Center
      • Create a regular item in IBM Sterling Business Center
      • Create a bundle item in IBM Sterling Business Center
      • Create a physical kit item in IBM Sterling Business Center
      • Create a dynamic physical kit item in IBM Sterling Business Center
      • Prerequisites to create an item with variations
      • Create an item with variations
      • Create a logical kit item in IBM Sterling Business Center
      • Searching for an item in IBM Sterling Business Center
        • Basic item search in IBM Sterling Business Center
        • Advanced item search in IBM Sterling Business Center
          • Add more search criteria to advanced item search in IBM Sterling Business Center
        • Save an item search in IBM Sterling Business Center
        • Perform a search using a saved item search in IBM Sterling Business Center
        • Modify a saved item search in IBM Sterling Business Center
      • Managing a variation item
      • Add an existing item as a child item to a variation item
      • Modify a child item of a variation item
      • Remove a child item from a variation item
      • Managing primary information of an item
      • Define primary information of an item in IBM Sterling Business Center
      • Managing an item’s units of measure
      • Define an item's units of measure
      • Define a pricing unit of measure if different from inventory unit of measure
      • Add an alternative unit of measure
      • Modify an alternative unit of measure
      • Remove an alternative unit of measure
      • Managing instructions for items
      • Add an instruction from existing instruction codes to an item
      • Manually add an instruction to an item
      • Modify an item's instruction
      • Modify the sequence of item's instruction
      • Deleting an instruction from an item
      • Define the fulfillment details for sourcing and transporting an item
      • Managing the return fulfillment details for an item
      • Define the return fulfillment details to accept item returns
      • Define the return fulfillment details to decline item returns
      • Assign values to the extended fields for an item
      • Managing the inventory for an item
      • An introduction to configuring the inventory for a tagged item
      • Configure inventory for a tagged item
      • Configure inventory for a nontagged item
      • Managing the cross-sell associations for an item
      • Associate a cross-sell item to an item
      • Modify the cross-sell item's details
      • Dissociate a cross-sell item from an item
      • Associate a category to an item for a cross-sell association
      • Modify the effective date range of a category for a cross-sell association
      • Dissociate a category from an item for a cross-sell association
      • Managing the up-sell associations for an item
      • Associate an up-sell item to an item
      • Modify the up-sell item's details
      • Dissociate an up-sell item from an item
      • Associate a category to an item for an up-sell association
      • Modify the effective date range of a category for an up-sell association
      • Dissociate a category from an item for an up-sell association
      • Managing the supersession associations for an item
      • Associate a supersession item to an item
      • Modify the supersession item's details
      • Dissociate a supersession item from an item
      • Associate a category to an item for a supersession association
      • Modify the effective date range of a category for a supersession association
      • Dissociate a category from an item for a supersession association
      • Managing a preferred substitution association for an item
      • Associate a preferred substitution item to an item
      • Modify the preferred substitution item's details
      • Dissociate a preferred substitution item from an item
      • Associate a category to an item for a preferred substitution association
      • Modify the effective date range of a category for a preferred substitution association
      • Dissociate a category from an item for a preferred substitution association
      • Managing an alternative association for an item
      • Associate an alternative item to an item
      • Modify the alternative item's details
      • Dissociate an alternative item from an item
      • Associate a category to an item for an alternative association
      • Modify the effective date range of a category for an alternative association
      • Dissociate a category from an item for an alternative association
      • Managing a competitive association for an item
      • Associate a competitive item to an item
      • Modify the competitive item's details
      • Dissociate a competitive item from an item
      • Associate a category to an item for a competitive association
      • Modify the effective date range of a category for a competitive association
      • Dissociate a category from an item for a competitive association
      • Managing an asset for an item
      • Add an asset to an item
      • Modify asset details
      • Delete an asset from an item
      • Managing a keyword, alias, and an exclusion code for an item
      • Associate a keyword to an item
      • Dissociate a keyword from an item
      • Associate an alias to an item
      • Dissociate an alias from an item
      • Associate an exclusion code to an item
      • Dissociate an exclusion code from an item
      • Managing a node of an item
      • Add a node and define the node details of an item
      • Modify node details
      • Remove a node from an item
      • Managing a provided service for an item
      • Associate a provided service to an item
      • Modify a provided service associated to an item
      • Dissociate a provided service from an item
      • Managing a delivery service of an item
      • Associate a delivery service to an item
      • Modify a delivery service associated to an item
      • Dissociate a delivery service from an item
      • Managing a special service for an item
      • Associate a special service to an item
      • Modify a special service associated to an item
      • Dissociate a special service from an item
      • Managing a return pickup service for an item
      • Associate a return pickup service to an item
      • Modify a return pickup service associated to an item
      • Dissociate a return pickup service from an item
      • Managing a kitting service and dekitting service of a physical kit item or a dynamic physical kit item
      • Associate a kitting and dekitting service to a physical kit or a dynamic physical kit item
      • Dissociate a kitting and dekitting service from a physical kit or a dynamic physical kit item
      • Managing components for a physical kit item
      • Managing components for a bundle item
      • Manually assign an item and define the item quantity for a physical kit or bundle item
      • Manually assign a service item and define the service quantity for a physical kit or bundle item
      • Manually remove an existing item or a service from a physical kit or bundle item
      • Creating a configurable item in IBM Sterling Business Center
        • Associate a model to the bundle item
      • Creating a preconfigured item inIBM Sterling Business Center
        • Use a model to create an item as a preconfigured item
      • Change the configuration model of a configurable or preconfigured item
      • Define availability for IBM Sterling Intelligent Promising Inventory Visibility and IBM Sterling Global Inventory Visibility
    • Catalog management
      • Managing the selling catalog
      • Create a category in IBM Sterling Business Center
      • Modify catalog details
      • Modify category details
      • Modify the sequence of categories and child categories
      • Managing item and service assignments for a category
      • Assign an item to a category
      • Assign a provided service to a category
      • Move an item from one category to another category
      • Move a provided service from one category to another category
      • Remove an item from a category
      • Remove a provided service from a category
      • Assign multiple values to an attribute in a category
      • Managing an asset for a category
      • Add an asset to a category
      • Modify asset details in a category
      • Delete an asset from a category
      • Managing an attribute for a category
      • An introduction to attributes of a category
      • Assign an attribute to a category
      • Assign a value to an attribute in a category
      • Assign a usage to an attribute in a category
      • Remove an attribute from a category
      • Associate a keyword to a category
      • Dissociate a keyword from a category
      • Delete a category in IBM Sterling Business Center
      • Managing the master catalog
      • Define master catalog details
      • Managing an asset for a catalog
      • Add an asset to a catalog
      • Modify asset details in a catalog
      • Delete an asset from a catalog
      • Delete a catalog in IBM Sterling Business Center
      • Authorize a subcatalog organization to manage a catalog
      • Authorize a subcatalog organization to manage a category
      • Defining a key word for a category
      • Managing catalogs
      • Viewing the catalog details
      • Set a catalog as an active selling catalog
      • Create a catalog in IBM Sterling Business Center
      • Viewing the category details
    • Services management
      • Create a delivery service in IBM Sterling Business Center
      • Managing primary information for a delivery service
      • Define primary information for a delivery service
      • Create a provided service in IBM Sterling Business Center
      • Managing primary information for a provided service
      • Define primary information for a provided service
      • Create a return pickup service in IBM Sterling Business Center
      • Managing primary information for a return pickup service
      • Define primary information for a return pickup service
      • Create a special service in IBM Sterling Business Center
      • Managing primary information for a special service
      • Define primary information for a special service
      • Create a value-added service in IBM Sterling Business Center
      • Managing primary information for a value- added service
      • Define primary information for a value-added service
      • Searching for a service in IBM Sterling Business Center
        • Basic service search in IBM Sterling Business Center
        • Advanced service search in IBM Sterling Business Center
          • Add more search criteria advanced service search in IBM Sterling Business Center
        • Save a service search in IBM Sterling Business Center
        • Perform a search using a saved service search in IBM Sterling Business Center
        • Modify a saved service search in IBM Sterling Business Center
      • Manually add an instruction to a service
      • Managing instructions for services
      • Add an instruction from existing instruction codes to a service
      • Modify the sequence of an instruction for a service
      • Modify a service's instruction
      • Delete an instruction from a service
      • Assign values to the extended fields for a service
      • Managing a service activity for a value-added service
      • Add a service activity to a value-added service
      • Modify a service activity for a value-added service
      • Remove a service activity from a value-added service
      • Managing the service options for a provided or delivery service
      • Create a service option for provided service or delivery service
      • Define primary information for a service option
      • Search for a service option
      • Delete a service option
      • Add a service option to a provided or delivery service
      • Remove a service option from a provided or delivery service
      • Managing a service skill for a provided service, delivery service, or special service
      • Associate a service skill to a provided service, delivery service, or special service
      • Dissociate a service skill from a provided service, delivery service, or special service
      • Managing a key word, alias, and an exclusion code for a service
      • Associate a keyword to a service
      • Dissociate a keyword from a service
      • Associate an alias to a service
      • Dissociate an alias from a service
      • Associate an exclusion code to a service
      • Dissociate an exclusion code from a service
      • Managing a cross-sell association for a service
      • Associate a cross-sell service to a service
      • Modify the cross-sell service details
      • Dissociate a cross-sell service from a service
      • Managing the up-sell associations for a service
      • Associate an up-sell service to a service
      • Modify the up-sell service details
      • Dissociate an up-sell service from a service
      • Managing supersession associations for a service
      • Associate a supersession service to a service
      • Modify the supersession service details
      • Dissociate a supersession service from a service
      • Managing a preferred substitution association for a service
      • Associate a preferred substitution service to a service
      • Modify the preferred substitution service details
      • Dissociate a preferred substitution service from a service
      • Managing an alternative association for a service
      • Associate an alternative service to a service
      • Modify the alternative service details
      • Dissociate an alternative service from a service
      • Managing a competitive association for a service
      • Associate a competitive service to a service
      • Modify the competitive service details
      • Dissociate a competitive service from a service
      • Managing a product item for a delivery service
      • Associate a product item to a delivery service
      • Modify the details of a delivery service associated to the product item
      • Dissociate a product item from a delivery service
      • Managing a product item for a provided service
      • Associate product item to a provided service
      • Modify the details of a provided service associated to a product item
      • Dissociate a product item from a provided service
      • Managing a product item for a return pickup service
      • Associate a product item to a return pickup service
      • Modify the details of a return pickup service associated to a product item
      • Dissociate a product item from a return pickup service
      • Managing a product item for a special service
      • Associate a product item to a special service
      • Modify the details of a special service associated to a product item
      • Dissociate a product item from a special service
      • Managing a product item for a value added service
      • Associate a product item to a value added service
      • Modify the details of a value added service associated to a product item
      • Dissociate a product item from a value added service
      • Managing an asset for a service
      • Add an asset to a service
      • Modify an asset for a service
      • Delete an asset from a service
      • Create a service in IBM Sterling Business Center
      • Delete a service in IBM Sterling Business Center
    • Catalog index management
      • Managing search indexes
      • Generate a new search index
      • Generate an incremental search index
      • Activate a search index
      • Delete a search index
      • Delete search indexes by date
    • Classification management
      • Define an item classification
      • View classification list in IBM Sterling Business Center
      • Create a classification in IBM Sterling Business Center
      • Modify a classification
      • Add a purpose to a classification
      • Remove a purpose from a classification
      • Create a classification value
      • Modify a classification value
      • Managing item assignment for classifications
      • Assign an item to a classification
      • Move an item from one classification value to another classification value
      • Remove an item from a classification
      • Managing an attribute for a classification
      • Assign an attribute to a classification
      • An introduction to assigning a usage to an attribute in a classification
      • Assign a usage to an attribute in a classification
      • Remove an attribute from a classification
      • Define inheritable attribute fields
      • Delete a classification value
      • Delete a classification in IBM Sterling Business Center
      • Viewing the classification details
      • Viewing the classification value details
    • Attribute management
      • Managing the attribute value of an item attribute
      • An introduction to attribute value of an item attribute
      • Assign an attribute value to an item attribute
      • Override an attribute value of an item attribute
      • Modify the attribute value of an item attribute
      • Assign multiple attribute values to an item attribute
      • Configure the tag attributes for tag identifiers
      • Managing attributes
      • Define the attribute domain details
      • Create an attribute group
      • Viewing attribute group details
      • Modify an attribute group
      • Delete an attribute group
      • An introduction to creating an attribute
      • Create an attribute
      • Viewing attribute details
      • Modify the details of an attribute
      • Delete an attribute
      • Modify the sequence of attribute groups and attributes
      • Define the properties of a text attribute
      • Create an extended text entity attribute and assign a list of values to the text entity attribute
      • Create an extended free form text entity attribute
      • Delete a value from a text attribute
      • Managing allowed value assets for a text attribute
      • Add allowed value assets to a text attribute
      • Modify allowed value assets for a text attribute
      • Delete allowed value assets from a text attribute
      • Define the properties of a boolean attribute
      • Define the properties of a number attribute
      • Create an extended integer entity attribute and assign all the numbers to the entity attribute
      • Create an extended integer entity attribute and assign specific numbers to the entity attribute
      • View derived attributes
      • Managing ranges for a derived attribute
      • Define a range for a derived attribute
      • Modify the sequence of a derived attribute value range
      • Delete a range from a derived attribute
      • Managing a postfix for an attribute
      • Add a postfix to an attribute value
      • Modify a postfix for an attribute value
      • Remove a postfix from an attribute value
      • Managing an asset for an attribute
      • Add an asset to an attribute
      • Modify an asset for an attribute
      • Delete an asset from an attribute
    • Customer entitlement management
      • Managing customer entitlements
      • Create a customer entitlement in IBM Sterling Business Center
      • Searching for a customer entitlement in IBM Sterling Business Center
        • Basic entitlement search in IBM Sterling Business Center
        • Advanced entitlement search in IBM Sterling Business Center
          • Add more search criteria to advanced entitlement search in IBM Sterling Business Center
      • Manage customer entitlement rule - Non English
      • An introduction to customer entitlement rule
      • Create a customer entitlement rule
      • Modify a customer entitlement rule- Non English
      • Remove a customer entitlement rule
      • Managing a customer group for a customer entitlement
      • Associate a generic customer group to a customer entitlement
      • Define a customer entitlement without a customer
      • Add a customer profile criteria to a customer entitlement
      • Modify customer profile criteria for a customer entitlement
      • Remove customer profile criteria from a customer entitlement
      • Associate a specific customer to a customer entitlement
      • Dissociate a specific customer from a customer entitlement
      • Delete a customer entitlement
      • Test a customer entitlement
    • Storefront management
      • Managing subcatalog organizations
      • An introduction to subcatalog organization
      • Add an organization to a subcatalog organization list
      • Remove an organization from a subcatalog organization list
      • Create a seller entitlement in IBM Sterling Business Center
      • Searching for a seller entitlement in IBM Sterling Business Center
        • Basic entitlement search in IBM Sterling Business Center
        • Advanced entitlement search in IBM Sterling Business Center
          • Add more search criteria to advanced entitlement search in IBM Sterling Business Center
      • Delete a seller entitlement
      • Managing a storefront entitlement rule- Non English
      • Create a seller entitlement rule
      • Modify a seller entitlement rule- Non English
      • Remove a seller entitlement rule
      • Managing storefront entitlements
      • Associate an organization to a seller entitlement
      • Dissociate an organization from a seller entitlement
    • Merchandising management
      • Define the merchandising and sales details of an item
      • Define the merchandising and sales details of a service
    • Launch the Sterling Configurator from IBM Sterling Business Center
  • Sterling Business Center customer management
    • Intended audience
    • Log in to IBM Sterling Business Center
    • Understanding the IBM Sterling Business Center application user interface
    • Icons and descriptions in IBM Sterling Business Center application user interface
    • Using the IBM Sterling Business Center home page dashboard
    • Customize the IBM Sterling Business Center home page dashboard
      • Change the layout of IBM Sterling Business Center home page dashboard
      • Change the order of dashlets in IBM Sterling Business Center home page dashboard
      • Add a dashlet to home page dashboard
      • Remove a dashlet from IBM Sterling Business Center home page dashboard
    • An introduction to context organization in IBM Sterling Business Center
    • Change your context organization in IBM Sterling Business Center
    • Using the IBM Sterling Business Center application home page
      • Executing my change requests in IBM Sterling Business Center
      • Executing favorite saved searches in IBM Sterling Business Center
      • Accessing recently modified entities in IBM Sterling Business Center
    • Using the IBM Sterling Business Center customer home page
    • Managing customer definition
    • Defining customer information
    • Creating a customer in IBM Sterling Business Center
      • Create a business customer definition
      • Create a consumer customer
    • Modifying the primary information of a customer in IBM Sterling Business Center
      • Modify the primary information of a business customer
        • Define customer information of a business customer
        • Define contact information of a business customer
        • Define address information of a business customer
      • Modify the primary information of a consumer customer
        • Define customer information of a consumer customer
        • Define address information of a consumer customer
    • Searching for a customer
      • Search for a business customer
      • Save an approval plan search
    • Delete a customer
• Managing
  • Starting the Applications Manager
    • The applications manager layout
      • Icons used in the application
      • Application rules side panel
        • Accessing configuration screens
      • Work area
        • Search window
        • List window
        • Details window
        • Drag and drop window
    • Actions available in the applications manager
      • Use the Applications Manager lookup functionality
      • View the document types associated with an application
      • View the user logged into the Applications Manager
      • Use lists and list filtering
      • Date and time entry
      • Troubleshooting errors
      • Using special characters
    • Launching stand-alone Applications Manager to connect to cloud environment
  • Application Console user help
    • Getting started
      • Starting Application Console
      • Adding Sterling Order Management System as a trusted web site
      • The Application Console layout
        • Understanding theApplication Console user interface icons
        • Application Console: search window
        • Application Console: list window
        • Application Console: details window
        • Application Console: action bar
        • Application Console: lookup icons
        • Application Console: sorting tables
        • Application Console: exporting data
        • Application Console: date and time icons
        • Application Console: performing a modification
      • Application Console: login permissions
        • Modifying your user profile
        • Changing your locale
        • Changing the theme in theApplication Console
      • User permissions and data security
      • Troubleshooting error messages
      • Using special characters
    • Alert console screens
      • Alert console screens
      • Alerts search by queue user screen
      • Alerts search by reference screen
      • Alerts search by order screen
      • Alerts list in home page
      • Alert list for search by queue user and reference
      • Alert list for search by order
      • Alert details screen
      • Assign an alert to a queue
      • Assign an alert to a user
      • Add a comment to an alert
    • Alert screens
      • Rich-client platform (RCP)-based alert screens
      • Alerts search screen
      • Generic alert details screen
        • Generic alert details screen: add comments
        • Generic alert details screen: assign to user
        • Generic alert details screen: assign to queue
        • Generic alert details screen: close alerts
        • Generic alert details screen: mark as WIP
        • Generic alert details screen: remove from WIP
        • Generic alert details screen: unassign
        • Generic alert details screen: change priority
    • Exception console screens
      • Exception console screens
      • Exceptions search by all attributes screen
      • Exception list window
      • Exception details screen
      • Exception groups search by all attributes screen
      • Exception group list window
      • Exception group details screen
      • Defining an API as reprocessible
    • Document template screens
      • Document template screens
      • Template order entry screen
      • Template order search screen
      • Template order list window
      • Template order details screen
      • Copying attributes from parent line to chained line
      • Copying attributes from chained line to parent line
      • More template order attributes screen
      • More order addresses screen
      • Template order audits screen
      • Template order audit details screen
      • Organization address details screen
    • Lookup screens
      • Lookup screens
      • Address lookup
      • Address list window
      • Item lookup
      • Item list window
      • Order lookup
      • Order list window
      • Order list lookup
      • Inbound order lookup
      • Inbound order list window
      • Return lookup
      • Return list window
      • Order line lookup
      • Order line list window
      • User lookup
      • Catalog item lookup
      • Catalog item list window
      • Buyer, seller, or enterprise organization lookup
      • Buyer, seller, or enterprise organization list
      • Node lookup
      • Node list window
      • Receipt lookup
      • Receipt list window
      • Countries/regions lookup
      • Country/region list window
      • Shipment lookup
      • Shipment list window
      • Category details
      • Category list window
      • Region lookup
      • Region list window
      • Region details screen
      • Item classification lookup
      • Item classification details screen
      • Work order lookup
      • Work order list window
    • Distributed Order Management
      • Understanding the Distributed Order Management user interface icons
      • Entering a resource's route
      • Searching for service work order appointments
      • Viewing service work order appointments
      • Assigning stop numbers to appointments for a resource
      • Adding or removing service tools to a service work order
      • Searching for a service work order
      • Viewing service tools for a service work order
      • Adding service tools to a service work order
      • Removing service tools from a service work order
      • Determining whether an area is serviced
      • Searching for a serviced area
      • Viewing the available time slots for the service
      • Taking an appointment on a service work order
      • Searching for a service work order
      • Viewing planned appointments
      • Taking an appointment
        • Selecting the time slot for service work order appointments
      • Managing team members on service work order appointments
      • Changing the team members for service work order appointments
        • Searching for a service work order
        • Viewing the team members
        • Adding a team member
        • Removing a team member
      • Overriding team members for service work order appointments
        • Searching for service work order appointments
        • Viewing service work order appointments
        • Creating the new list of team members
      • Handling procurement requests
      • Viewing pending procurement requests
      • Accepting a procurement request
      • Rejecting a procurement request
      • Answering permit or address questions
      • Searching for an order
      • Viewing the questions and answers for an order
      • Answering questions on an order
      • Order entry screen
      • Order search by status screen
      • Order search by item screen
      • Order search by date screen
      • Order search by address screen
      • Order search by draft orders screen
      • Order list window
      • Detailed order list screen
      • Order detail screen
      • Modify ship to address screen
      • View availability Notes screen
      • Order alerts screen
      • More order attributes screen
      • Work orders screen
      • Order releases for order screen
      • Work order audits screen
      • Order invoices screen
      • Invoice details screen
      • Order shipment items and containers screen
      • Order shipments screen
      • Order instructions screen
      • Notes screen
      • More order addresses screen
      • Order negotiations screen
      • Order negotiation details screen
      • Order negotiation history screen
      • Types of related orders
      • Related orders screen
      • Order audits screen
      • Order audit details screen
      • Order dates screen
      • Receiving discrepancies screen
      • Using schedule order
      • Schedule order screen
      • Release order screen
      • View holds screen
      • Add holds screen
      • View history screen
      • Returnable order lines screen
      • Associate delivery request screen
      • Add delivery request screen
      • Work order entry screen
      • Copy order screen
      • Order status breakup screen
      • Order's tag number details window
      • Modifying an order's carrier and carrier service
      • Order charge and tax summary screen
      • Overall order charges screen
      • Overall order taxes screen
      • Remaining order charges screen
      • Remaining order taxes screen
      • Modifying an invoiced order charge
      • Invoiced order charges screen
      • Invoiced order taxes screen
      • Order payment information screen
      • Add order payment information screen
      • Modify order payment information screen
      • Create credit memo screen
      • Create debit memo screen
      • Order collection details screen
      • Charge screen
      • Authorize screen
      • Refund screen
      • Order line search by status screen
      • Order line search by item screen
      • Order line search by date screen
      • Order line search by draft orders screen
      • Order line list screen
      • Order line detail screen
      • Order releases for order line screen
      • Order line instructions screen
      • Bundle components screen
      • Kit components screen
      • More order line addresses screen
      • Viewing an order line's chained order lines
      • Related order lines screen
      • Item attributes screen
      • Order line dates screen
      • Inventory information screen
      • Associated service requests screen
      • Add service requests screen
      • Order line audits screen
      • Line availability screen
      • Create dependency screen
      • View dependency screen
      • Item substitution screen
      • Add kit line screen
      • Overall order line charges screen
      • Overall order line taxes screen
      • Remaining order line charges screen
      • Remaining order line taxes screen
      • Modifying an order line charge
      • Invoiced order line charges screen
      • Invoiced order line taxes screen
      • Order line status breakup screen
      • Order release search by status screen
      • Order release search by item screen
      • Order release search by date screen
      • Order release search by logistics screen
      • Order release list screen
      • Order release details screen
      • Order release shipments screen
      • More order release addresses screen
      • Notes screen
      • Order release dates screen
      • Backordering an order release
      • Order release status breakup screen
      • Order release line status breakup screen
      • Service request search by item screen
      • Service request search by draft orders screen
      • Service item list window
      • Service request list window
      • Service request details screen
      • Service request instructions screen
      • More service request addresses screen
      • Service request dates screen
      • Service request additional attributes screen
      • Service request status breakup screen
      • Overall service request charges screen
      • Overall service request taxes screen
      • Remaining service request charges screen
      • Remaining service request taxes screen
      • Invoiced service request charges screen
      • Invoiced service request taxes screen
      • Delivery request search by all attributes screen
      • Delivery request search by draft orders screen
      • Delivery request list screen
      • Delivery request details screen
      • Additional product lines screen
      • Delivery request instructions screen
      • More delivery request addresses screen
      • Delivery request dates screen
      • Delivery request additional attributes screen
      • Overall delivery request charges screen
      • Overall delivery request taxes screen
      • Remaining delivery request charges screen
      • Remaining delivery request taxes screen
      • Invoiced delivery request charges screen
      • Invoiced delivery request taxes screen
      • History order details screen
      • Modification reason screen
      • Organization details screen
      • Organization address details screen
      • Questions
      • Create outbound shipment screens
      • Shipment entry for outbound shipments
      • Shipment supervisory overrides for outbound shipments
      • Outbound shipment console screens
      • Outbound shipment search by status
      • Outbound shipment search by date
      • Outbound shipment search by carrier
      • Outbound shipment search by item
      • Outbound shipment search by wave
      • Outbound shipment search by profiling
      • Shipment list
      • Shipment details
      • Special services list
      • Modify shipment
      • Address details
      • Charges
      • Shipment loads
      • Shipment containers
      • Shipment instructions
      • Shipment status audits
      • Shipment dates
      • Alerts
      • Additional attributes
      • Shipment activity demand
      • Shipment audits
      • Logical kits
      • Pack containers
      • Packing a container
      • Print
      • Cancel selected shipments
      • Split shipment
      • Split shipment lines
      • Create alerts
      • Ship node detail
      • Organization details
      • Select delivery plan
      • Shipment line details
      • Add release
      • Create wave
      • Containers
      • Container search by all attributes
      • Container search by status
      • Container list
      • Container details
      • Container return tracking numbers
      • Serial details
      • Container status audits
      • Container activity list
      • Pack or unpack
      • Delete selected containers
      • Modify containerization
      • Resolve short picked containers
      • Dock appointment search by all attributes
      • Dock schedule details
      • Dock appointment
      • Dock group details
      • View holds
      • Add holds
      • View history
      • Service work order console screens
      • Work order search by all attributes
      • Work order list
      • Work order details
      • Work order alerts
      • Work order status audits
      • Work order instructions
      • Work order Notes
      • Service tools
      • View holds
      • Add holds
      • View history
      • Service location
      • Plan work order appointment
      • Product availability
      • Change nodes
      • Resource availability
      • Record completion
      • Record service failure
      • Work order appointments
      • Execution details
      • Add service lines
      • Add products being delivered
      • Modify work order
      • Cancel work order
      • Questions
      • Accept/reject procurement requests
      • Serviced area search screens
      • Serviced area search
      • Serviced area list
      • Route entry screens
      • Work order appointments search
      • Route entry
      • Override team members
    • Global Inventory Visibility user help
      • Understanding theGlobal Inventory Visibility user interface icons
      • Supplemental capacity
        • Searching for available capacity
        • Viewing available capacity
        • Creating supplemental capacity
      • Managing count
        • Putting an item or item category on count
          • Choosing a specific node
          • Choosing a specific region
        • Managing corporate count requests
        • Managing node level count requests
      • Inventory items search by item
      • Inventory list
      • Inventory summary
      • Availability to promise (ATP) options search by all attributes
      • ATP options search by all attributes fields
      • ATP options list
      • Inventory audits search by all attributes
      • Inventory audit list
      • Inventory audit details
      • Inventory reservations
      • Modify reservation
      • Pending adjustment search by all attributes
      • Pending adjustments list
      • Post individual adjustments
      • Associated items list
      • Associated item list screen, associated items
      • Inventory tags search by tag attributes
      • Inventory tags search by all attributes fields
      • Inventory tag list
      • Ship nodes
      • Ship node detail
      • Create inbound order
      • Enable sourcing
      • Costing detail
      • Supply type details
      • Demand search by all attributes
      • Demand list
      • Supply type tag information
      • Adjust inventory
      • Adjust inventory detail
      • Capacity console screens
        • Capacity search
        • Capacity details
        • Resource pool details
        • Region details
        • Resource pool current standard capacity details
        • Resource pool standard capacity period
        • Resource pool standard capacity details
        • Resource availability
        • Resource availability details
        • Add resource reservation
      • Create work order screens
      • Create work order
      • Additional item details
      • Work order details
      • Work order console screens
      • Work order search by item
      • Work order search by container
      • Work order search by date
      • Work order search by activity
      • Work order search by components
      • Work order list
      • Work order details
      • Work order status audits
      • Work order activity demand
      • Work order holds
      • Add holds
      • View history
      • Cancellation reason
      • Work order details for provided service items
      • Appointment details
      • Create corporate count request
      • Count console screens
        • Corporate request search by all attributes
        • Corporate count request list
        • Corporate count request details
        • Count request search by count request attributes
        • Count request search by count criteria
        • Count request list
        • Count request details
        • Cancellation reason
    • Logistics Management user help
      • UnderstandingLogistics Management user interface icons
      • Delivery plan
      • Delivery route models
      • Delivery plan search
      • Delivery plan list
      • Delivery plan details
      • Create load
      • Address entry
      • Shipment lookup list
      • Load search by summary
      • Load console summary
      • Load search by status
      • Load search by location
      • Load list
      • Load details
      • Load charges
      • Receive in transit updates
      • Load instructions
      • Load status audits
      • Stop details
      • Modify shipping information
      • Add to manifest
      • Container list
      • View holds
      • Add holds
      • View history
      • Inbound order shipment search by status
      • Inbound order shipment search by date
      • Inbound order shipment search by carrier
      • Inbound order shipment search by item
      • Inbound order shipment list
      • Inbound order shipment details
      • Modify address
      • Charges
      • Shipment line details
      • Loads
      • Ship node detail
      • Organization details screen
      • Organization primary contact address details
      • Organization corporate address details
      • Containers for inbound shipments
      • Inbound order shipment instructions
      • Shipment status audits
      • Shipment audits
      • Shipment dates
      • Shipment alerts
      • Additional attributes for a shipment
      • Shipment receipt discrepancy
      • Manage receiving discrepancies
      • Receipts
      • Receipt summary
      • Receipt details
      • Receipt line details
      • Receipt instructions
      • Receipt status audits
      • Receipt container
      • Inspect inbound receipt
      • Activity demand
      • Record container details
      • Start receipt
      • Receive in a warehouse
      • Print capabilities
      • Create picklist
      • Create alerts
      • Receive (Report or record receipt)
      • Add delivery plan
      • Inbound order container search by all attributes
      • Inbound order container list
      • Container details
      • Container serial details
      • Container status audits
      • Pack or unpack
      • Delete container
      • Dock appointment search by all attributes
      • Dock schedule details
      • Dock appointment
      • Dock group details
      • View holds for selected shipments
      • Add holds for inbound shipments
      • View history for inbound shipments
      • Outbound shipment console screens
      • Outbound shipment search by status
      • Outbound shipment search by date
      • Outbound shipment search by carrier
      • Outbound shipment search by item
      • Outbound shipment search by wave
      • Outbound shipment search by profiling
      • Shipment list
      • Shipment details
      • Special services list
      • Modify shipment
      • Address details
      • Charges
      • Shipment loads
      • Shipment containers
      • Shipment instructions
      • Shipment status audits
      • Shipment dates
      • Alerts
      • Additional attributes
      • Shipment activity demand
      • Shipment audits
      • Logical kits
      • Pack containers
      • Packing a container
      • Print
      • Cancel selected shipments
      • Split shipment
      • Split shipment lines
      • Create alerts
      • Ship node detail
      • Organization details
      • Select delivery plan
      • Shipment line details
      • Add release
      • Create wave
      • Containers
      • Container search by all attributes
      • Container search by status
      • Container list
      • Container details
      • Container return tracking numbers
      • Serial details
      • Container status audits
      • Container activity list
      • Pack or unpack
      • Delete selected containers
      • Modify containerization
      • Resolve short picked containers
      • Dock appointment search by all attributes
      • Dock schedule details
      • Dock appointment
      • Dock group details
      • View holds
      • Add holds
      • View history
    • Reverse Logistics Management user help
      • Understanding Reverse Logistics user interface icons
      • Performing a return service request
        • Navigating a search screen
        • Viewing service request details
        • Adding instructions to a service request
        • Viewing additional addresses
      • Entering a resource's route
        • Searching for service work order appointments
        • Viewing service work order appointments
        • Assigning stop numbers to appointments for a resource
      • Adding or removing service tools to a service work order
      • Searching for a service work order
      • Viewing service tools for a service work order
      • Adding service tools to a service work order
      • Removing service tools from a service work order
      • Determining whether an area is serviced
      • Searching for a serviced area
      • Viewing the available time slots for the service
      • Taking an appointment on a service work order
      • Searching for a service work order
      • Viewing planned appointments
      • Taking an appointment
        • Selecting the time slot for service work order appointments
      • Managing team members on service work order appointments
      • Changing the team members for service work order appointments
        • Searching for a service work order
        • Viewing the team members
        • Adding a team member
        • Removing a team member
      • Overriding team members for service work order appointments
        • Searching for service work order appointments
        • Viewing service work order appointments
        • Creating the new list of team members
      • Return console
        • Return search by status
        • Return search by item
        • Return search by draft returns
        • Return order list
        • Return detail
        • Return alerts
        • More return attributes
        • Return releases for order
        • Work orders
        • Return invoices
        • Invoice details
        • Return shipments
        • Return instructions
        • Additional order addresses
        • Return audits
        • Return audit details
        • Notes
        • Return payment information
        • Return payment information screen, payment information
        • Return payment information screen, credit card
        • Return payment information screen, customer account
        • Return payment information screen, stored value card
        • Return payment information screen, other
        • Add order payment information
        • Create credit memo
        • Create debit memo
        • Collection details
        • Charge
        • Related orders
        • Return dates
        • Authorize return
        • Associate service request
        • Associated service requests
        • Associate pickup request
        • Add pickup request
        • Add pickup request screen, pickup request
        • Order entry
        • View holds on returns
        • Add holds to returns
        • View history
        • Work order entry screen
        • Return status breakup
        • Return refund summary
        • Overall return charges
        • Remaining return taxes
        • Invoiced return charges
        • Return line detail
        • Return line releases
        • Return line instructions
        • Kit components
        • More return line addresses
        • Item attributes
        • Receipt detail
        • Related order lines
        • Return line dates
        • Return line audits
        • Return line status breakup
        • Overall return line charges
        • Overall return line taxes
        • Remaining return line charges
        • Remaining return line taxes
        • Invoiced return line charges
        • Invoiced return line taxes
        • Return release search by status
        • Return release list
        • Return release details
        • Return release receipts
        • More order release addresses
        • Return release dates
        • Return release shipments
        • Start receipt
        • Return release status breakup
        • Receive return line
        • Receive return line kit
        • Notes screen, Notes
        • Receive kit screen, kit components
        • Inspect return line
        • Return receipt search by receipt
        • Return receipt search by item
        • Return receipt search by container
        • Return receipt list
        • Return order receipt summary
        • Return receipt details
        • Receipt instructions
        • Receipt status audit
        • Expected receipt
        • Order receipt container
        • Inspect return receipt
        • Inspect return receipt details
        • Receive
        • Receipt line details
        • Pickup request search by all attributes
        • Pickup request search by draft returns
        • Pickup request list
        • Pickup request details
        • Additional product lines
        • Pickup request instructions
        • Pickup request dates
        • Overall pickup request charges
        • Invoiced pickup request charges
        • Invoiced pickup request taxes
        • Return service request search by draft returns
        • Service request list
        • Service request details
        • Service request instructions
        • Service request dates
        • Overall service request charges
          • Adding remaining service request charges
          • Modifying remaining service request charges
        • Invoiced service request charges
          • Adding remaining service request taxes
          • Modifying remaining service request taxes
        • Invoiced service request taxes
        • Organization details
        • Organization address details screen
        • Return modification reason
        • Modification reason
        • Configured questions
        • Modify return from address
      • Create return console
        • Return entry
        • Returnable order lines
      • Create return shipment entry console
        • Return shipment entry
        • Shipment supervisory overrides
      • Return shipment console
        • Return shipment search by status
        • Return shipment search by date
        • Return shipment search by item
        • Return shipment list
        • Return shipment details
        • Shipment loads
        • Shipment containers
        • Shipment instructions
        • Shipment audits
        • Shipment status audits
        • Shipment dates
        • Shipment alerts
        • Return shipment console: return receipt list
        • Additional attributes
        • Shipment activity demand
        • Return container search by all attributes
        • Return container list
        • Container details
        • Print
        • Return container status audits
        • Return container serial details
        • Charges
        • Shipment line details
        • Delete selected containers
        • View holds
        • Add holds
      • Service work order console screens
        • Work order search by all attributes
        • Work order list
        • Work order details
        • Work order alerts
        • Work order status audits
        • Work order instructions
        • Work order Notes
        • Service tools
        • View holds
        • Add holds
        • View history
        • Service location
        • Plan work order appointment
        • Product availability
        • Change nodes
        • Resource availability
        • Record completion
        • Record service failure
        • Work order appointments
        • Execution details
        • Add service lines
        • Add products being delivered
        • Modify work order
        • Cancel work order
        • Questions
      • Serviced area search screens
        • Serviced area search
        • Serviced area list
      • Route entry screens
        • Work order appointments search
        • Route entry
        • Override team members
    • Supply Collaboration Overview
      • Understanding Supply Collaboration user interface icons
      • Create inbound order screens
        • Inbound order entry
      • Inbound order search by status
      • Inbound order search by item
      • Inbound order search by date
      • Inbound order search for draft orders
      • Inbound order list
      • Inbound order line search by item
      • Inbound order line search by date
      • Inbound order line search by status
      • Inbound order line search for order lines of a draft order
      • Inbound order line list
      • Inbound order release search by status
      • Inbound order release search by date
      • Inbound order release search by logistics
      • Inbound order release search by item
      • Inbound order release list
      • Inbound order receipt search by receipt attributes
      • Inbound order receipt search by item
      • Inbound order receipt search by container
      • Inbound order receipt list
      • Inbound order detail
      • More inbound order attributes
      • More inbound order addresses
      • Inbound order negotiations
      • Inbound order negotiation details
      • Inbound order negotiation history
      • Related orders
      • Inbound order Notes
      • Inbound order audits
      • Inbound order audit details
      • Inbound order dates
      • Receipt summary
      • Receipt instructions
      • Receipt status audits
      • Receipt containers
      • Receiving discrepancies
      • Schedule inbound order
      • Schedule inbound order fields
      • Release inbound order
      • View holds
      • Add holds
      • View history
      • Inbound order status breakup
      • Inbound order charge and tax summary
      • Overall inbound order charges
      • Overall inbound order taxes
      • Overall inbound order line charges
      • Overall inbound order line taxes
      • Inbound order payment information
      • Add inbound order payment information
        • Credit card payment type
        • Customer account payment type
        • Check or other payment type
        • Stored value card payment type
      • Refund
      • Inbound order line detail
      • Inbound order releases for inbound order line
      • Inbound order line kit components
      • Item attributes
      • Inbound order line dates
      • Inventory information
      • Inbound order line audits
      • Inbound order line instructions: personalizing lines
      • Add kit line
      • Create dependency
      • Item substitution
      • Line availability
        • Order lines being shipped
        • Shipment or delivery
        • Unscheduled order lines
      • Inbound order line status breakup
      • Organization details
      • Primary contact address
      • Corporate address
      • Inbound order alerts
      • Inbound order releases for inbound order
      • Inbound order release status breakup
      • Inbound order release details
      • Receiving discrepancies
      • Inbound order shipments
      • Inbound order instructions
      • Authorize
      • Charge
      • Receive
      • Un receive
      • View dependency
      • Modification reason
      • Create inbound shipment screens
      • Shipment entry
      • Shipment supervisory overrides
        • Inbound order shipment search by status
        • Inbound order shipment search by date
        • Inbound order shipment search by carrier
        • Inbound order shipment search by item
        • Inbound order shipment list
        • Inbound order shipment details
        • Modify address
        • Charges
        • Shipment line details
        • Loads
        • Ship node detail
        • Organization details screen
        • Organization primary contact address details
        • Organization corporate address details
        • Containers for inbound shipments
        • Inbound order shipment instructions
        • Shipment audits
        • Shipment dates
        • Shipment alerts
        • Additional attributes for a shipment
        • Shipment receipt discrepancy
        • Manage receiving discrepancies
        • Receipts
        • Receipt summary
        • Receipt details
        • Receipt line details
        • Receipt instructions
        • Receipt status audits
        • Receipt container
        • Inspect inbound receipt
        • Activity demand
        • Record container details
        • Start receipt
        • Receive in a warehouse
        • Print capabilities
        • Create picklist
        • Create alerts
        • Receive (Report or record receipt)
        • Add delivery plan
        • Inbound order container search by all attributes
        • Inbound order container list
        • Container details
        • Container serial details
        • Container status audits
        • Pack or unpack
        • Delete container
        • View holds for selected shipments
        • Add holds for inbound shipments
        • View history for inbound shipments
        • Shipment status audits
  • Sterling Business Center
    • Getting started
    • Understanding the IBM Sterling Business Center application user interface
    • Icons and descriptions in IBM Sterling Business Center application user interface
    • Using the IBM Sterling Business Center home page dashboard
    • Customize the IBM Sterling Business Center home page dashboard
      • Change the layout of IBM Sterling Business Center home page dashboard
      • Change the order of dashlets in IBM Sterling Business Center home page dashboard
      • Add a dashlet to home page dashboard
      • Remove a dashlet from IBM Sterling Business Center home page dashboard
    • Context organization in IBM Sterling Business Center
    • Change your context organization in IBM Sterling Business Center
    • Using the IBM Sterling Business Center application home page
      • Executing my change requests in IBM Sterling Business Center
      • Executing favorite saved searches in IBM Sterling Business Center
      • Accessing recently modified entities in IBM Sterling Business Center
    • Initial configurations by system administrators for IBM Sterling Business Center
    • Managing saved searches in IBM Sterling Business Center
      • Rename a saved search in IBM Sterling Business Center
      • Delete a saved search in IBM Sterling Business Center
      • View and execute a saved search in IBM Sterling Business Center
      • Mark a saved search as a favorite in IBM Sterling Business Center
    • Launch the Sterling Configurator Visual Modeler from IBM Sterling Business Center
  • Using the end-user interfaces
    • Overview of IBM Sterling Field Sales
      • Logging in to the IBM Sterling Field Sales application
      • Using the IBM Sterling Field Sales Dashboard home page
      • Accessing recently modified entities in IBM Sterling Field Sales
      • Using the Opportunities home page
        • Searching for an opportunity
        • Saving an opportunity search
        • Creating an opportunity in IBM Sterling Field Sales
          • Creating an opportunity for an existing customer
          • Creating an opportunity for a new customer
        • Modifying opportunity details
        • Assigning a different contact for an opportunity
        • Modifying contact details for an opportunity
        • Modifying the owner and co-owner of an opportunity
        • Adding a note to an opportunity
        • Documenting the lessons learnt for an opportunity
        • Creating a quote for an opportunity
        • Creating an alternative quote from the opportunity details screen
        • Creating a copy of a quote from the opportunity details screen for an existing customer using an existing quote
        • Creating a copy of a quote from the opportunity details screen for a new customer using an existing quote
        • Marking a quote as the primary quote from the opportunity details screen
      • Using the Quotes home page
        • Searching for a quote
        • Saving a quote search
        • Creating a quote without a preexisting opportunity
          • Creating a quote for an existing customer
          • Creating a quote for a new customer
        • Modifying quote details
          • Modifying customer details in a quote
          • Modifying product details in a quote
          • Modifying the payment terms and shipment terms in a quote
        • Assigning a different contact for a quote
        • Modify contact details for a quote
        • Creating an alternative quote from the quote summary screen
        • Marking a quote as the primary quote from the quote summary screen
        • Managing attachments in a quote
          • Uploading files to a quote as an attachment
          • Deleting attachments from a quote
        • Adding a note to a quote
        • Viewing the notes added to a quote
        • Adding a product to a quote
        • Adjusting price for a quote
          • Adjusting the price of a product in a quote
          • Adjusting the quote price
          • Adjusting the price of a bundle component in a quote
        • Moving a product to the recommended lines in a quote
        • Moving a recommended product to a quote
        • Viewing the quote price for a different pricing date
        • Modifying a product's quantity in a quote
        • Adding a note to a product in a quote
        • Viewing the notes added to a product in a quote
        • Managing related products
          • Adding a related product of a product to a quote
          • Adding a related product of a product as a recommended product
        • Adding a note to a bundle component in a quote
        • Viewing the notes added to a bundle component in a quote
        • Configuring or reconfiguring a product in a quote
        • Deleting a product from a quote
        • Defining the payment terms and shipment terms for a quote
        • Viewing quote details
        • Requesting approval for a quote
        • Viewing the approval summary of a quote
        • Viewing the details of a line violating a manual pricing rule
        • Accepting an approval request for a quote
        • Rejecting an approval request for a quote
        • Validating a quote
        • Generating a proposal from a quote
        • Presenting a quote to a customer
        • Accepting a quote on behalf of a customer
        • Rejecting a quote on behalf of a customer
        • Prerequisites to convert a quote to an order
          • Adding a new payment method before converting a quote to an order
          • Deleting a payment method before converting a quote to an order
          • Modifying the amount to be charged before converting a quote to an order
          • Adding a note before converting a quote to an order
          • Converting a quote to an order
        • Abandoning a quote
        • Reworking a quote
        • Reserving products for a quote
        • Canceling reservation
      • Using the Products home page
        • Search for a product in IBM Sterling Field Sales
        • View product details in IBM Sterling Field Sales
      • Managing saved search
        • Renaming a saved search in IBM Sterling Field Sales
        • Viewing and executing a saved search in IBM Sterling Field Sales
        • Deleting a saved search in IBM Sterling Field Sales
      • Delegating users for approving or rejecting a quote
        • Assigning a delegate user to approve or reject a quote
        • Assigning a new delegate user to approve or reject a quote
        • Disabling a delegate user from approving or rejecting a quote
      • Searching for a customer
      • Logging out of the IBM Sterling Field Sales application
  • Using next-generation Order Hub
    • Order Hub AI agents
    • Next-generation Order Hub overview
    • Supported browsers
    • Prerequisites
    • Logging in to next-generation Order Hub
    • Finding your assigned user role
    • Changing languages
    • Exporting table data
    • Fulfillment manager tasks in Order Hub
      • Home
        • Alerts queue list page
      • Managing Order dashboard
        • Configuring widgets in orders dashboard
        • Viewing sales orders dashboard
        • Viewing returns order dashboard
        • Viewing cancelled orders dashboard
      • Workspaces
        • Creating a workspace
        • Modifying a workspace
        • Refreshing a workspace
        • Workspace details
      • Managing nodes and capacity
        • Searching for nodes
          • Node details page
          • Node metrics page
          • Changing node capacity
        • Searching for service capacity
          • Changing service capacity
          • Viewing service resource availability
      • Managing orders
        • Searching for outbound orders
          • Sales order details
          • Order Details tab
          • Order line details tab
          • Charges details
          • Payment information details
          • Notes/Instructions details
          • Shipments details
          • Releases tab
          • Order release Details tab
          • Instructions tab
          • Dates tab
          • Work orders tab
          • Notes tab
          • More attributes tab
          • More addresses tab
          • Invoices tab
          • Invoice details tab
          • Order holds tab
          • Order audits tab
          • Related orders tab
          • Active alerts tab
          • Components tab
          • Related order lines tab
          • Item attributes tab
          • Dates tab (order line)
          • Associated services tab
          • Order line audits tab
          • Inventory information tab
          • Request Details tab
          • Request dates tab
        • Searching for inbound orders
          • Inbound order Details tab
          • Order line Details tab
          • Order release Details tab
          • Receipt details page
          • Payment information tab
          • Shipments details
          • Releases tab
          • Instructions tab
          • Dates tab
          • Receipts tab
          • Expected receipts tab
          • Status audits tab
          • Receiving discrepancies tab
          • Notes tab
          • More addresses tab
          • More attributes tab
          • Order holds tab
          • Order audits tab
          • Related orders tab
          • Releases tab
          • Order release Details tab
          • Components tab
          • Item attributes tab
          • Dates tab (order line)
        • Searching for return orders
          • Return order Details tab
          • Return line Details tab
          • Return release Details tab
          • Charges tab
          • Payment information tab
          • Shipments details
          • Releases tab
          • Instructions tab
          • Dates tab
          • Receipts tab
          • Work orders tab
          • Notes tab
          • More attributes tab
          • More addresses tab
          • Invoices tab
          • Order holds tab
          • Order audits tab
          • Related orders tab
          • Status audits tab
          • Expected receipts tab
          • Active alerts tab
          • Components tab
          • Related order lines tab
          • Item attributes tab
          • Inventory information tab
          • Associated services tab
          • Work orders tab
          • Order line audits tab
        • Searching for work orders
          • Work order Details tab
          • Holds tab
          • Notes tab
          • Active alerts tab
          • Instructions tab
          • Audits tab
          • Canceled/failed tab
        • Creating an order
        • Copying an order
        • Confirming or holding draft orders
        • Applying order holds and cancellations
          • Placing orders on hold
          • Resolving order holds
          • Resubmitting a rejected order
          • Rejecting order holds
          • Canceling orders
        • Scheduling or unscheduling orders
        • Releasing orders
        • Reassigning pending shipments or order releases
          • Reassigning pending shipments from the Nodes page
          • Reassigning pending shipments from the node details page
          • Reassigning pending order releases from the Orders page
          • Reassigning pending order releases from the order details page
          • Reassigning pending shipments from the Shipments page
        • Substituting items
        • Modifying billing and shipping addresses
        • Associating service requests
        • Associating delivery requests
        • Adding service requests
        • Adding delivery requests
        • Modifying charges and taxes
        • Adding payment information
        • Adding instructions
        • Adding notes
        • Adding more addresses
        • Adding more attributes
        • Modifying additional attributes
        • Creating a dependency
        • Viewing line availability
        • Managing special services
        • Modifying item attributes
        • Modifying inventory information
        • Back order an order release
        • Creating a shipment
        • Creating a report/record receipt
        • Creating an exchange order
        • Creating order returns
        • Authorizing returns
        • Adding pickup requests
        • Starting a receipt (returns)
        • Creating a work order
        • Adding service tools to a work order
        • Modifying work orders
          • Execution details page
        • Adding an appointment
        • Configuring order tables
        • Configuring Search-by options
      • Managing orders enhanced search
      • Managing shipments
        • Searching for outbound shipments
          • Shipment details tab
          • Shipment containers tab
          • Shipment container details tab
          • Shipment line details page
          • Instructions tab
          • Shipment audits tab
          • Shipment dates tab
          • Notes tab
          • Active alerts tab
          • Additional attributes tab
          • Holds tab
          • Activity list tab
          • Container return tracking numbers
        • Searching for inbound shipments
          • Shipment details tab
          • Shipment containers tab
          • Shipment line details page
          • Instructions tab
          • Shipment audits tab
          • Shipment dates tab
          • Additional attributes tab
          • Holds tab
          • Receipts tab
          • Receipt discrepancies tab
          • Shipment container details tab
          • Shipment audits tab
        • Searching for return shipments
          • Shipment return details tab
          • Shipment container details tab
          • Shipment containers tab
          • Shipment line details page
          • Instructions tab
          • Shipment audits tab
          • Shipment dates tab
          • Additional attributes tab
          • Holds tab
          • Active alerts tab
          • Activity list tab
          • Container return tracking numbers
          • Receipts tab
        • Confirming shipments
        • Canceling shipments (outbound)
        • Deleting shipments (inbound and returns)
        • Releasing from ESP hold
        • Adding instructions
        • Packing a container
        • Reassigning pending shipments from the Shipments page
        • Starting receipts
        • Creating a report/record receipt
        • Configuring shipment tables
        • Configuring Search-by options
      • Managing inventory
        • Searching inventory
          • Viewing item details
          • Viewing SKU details
          • Viewing inventory audit details
          • Adjusting inventory
          • Adjusting safety stock
          • Setting fulfillment options
          • Transferring inventory
        • Managing safety stock rules
          • Creating safety stock rules
          • Safety stock rule details
          • Safety stock rule: Priority list
        • Searching audit inventory
      • Managing fulfillment
        • Creating a sourcing rule
        • Creating a scheduling rule
        • Configuring landed cost optimization
        • Using the Sourcing tester
      • Managing exceptions
        • Searching for exceptions or exception groups
          • Exception details page
          • Exception group details page
        • Reprocessing an XML that caused an exception
        • Reprocessing an exception group
        • Ignoring exceptions
      • Managing alerts
        • Creating alert rules
        • Searching for alerts
          • Alert details page
        • Assigning an alert to a user
        • Assigning an alert to a queue
        • Modifying alert status
      • Managing distribution groups
        • Creating distribution groups within Order Hub
        • Managing distribution groups within Order Hub
  • Using Order Hub
    • Order Hub overview
    • Supported browsers
    • Prerequisites
    • Onboarding to Order Hub
    • Logging in to Order Hub
    • Changing languages
    • Exporting table data
    • Administrator tasks in Order Hub
      • Configuring settings
        • Configuration dependencies with inventory screens
        • Reference: Order Hub page list
      • Managing users
        • Adding users
        • Deleting users
        • Updating user roles
        • Searching for existing users
    • Fulfillment manager tasks in Order Hub
      • Home
        • Alerts queue list page
      • Workspaces
        • Creating a workspace
        • Modifying a workspace
        • Refreshing a workspace
        • Workspace details
      • Managing nodes and capacity
        • Searching for nodes
          • Node details page
          • Node metrics page
          • Changing node capacity
        • Searching for service capacity
          • Changing service capacity
          • Viewing service resource availability
      • Managing orders
        • Searching for outbound orders
          • Sales order details
          • Order Details tab
          • Order line details tab
          • Charges details
          • Payment information details
          • Notes/Instructions details
          • Shipments details
          • Releases tab
          • Order release Details tab
          • Instructions tab
          • Dates tab
          • Work orders tab
          • Notes tab
          • More attributes tab
          • More addresses tab
          • Invoices tab
          • Invoice details tab
          • Order holds tab
          • Order audits tab
          • Related orders tab
          • Active alerts tab
          • Components tab
          • Related order lines tab
          • Item attributes tab
          • Dates tab (order line)
          • Associated services tab
          • Order line audits tab
          • Inventory information tab
          • Request Details tab
          • Request dates tab
        • Searching for inbound orders
          • Inbound order Details tab
          • Order line Details tab
          • Order release Details tab
          • Receipt details page
          • Payment information tab
          • Shipments details
          • Releases tab
          • Instructions tab
          • Dates tab
          • Receipts tab
          • Expected receipts tab
          • Status audits tab
          • Receiving discrepancies tab
          • Notes tab
          • More addresses tab
          • More attributes tab
          • Order holds tab
          • Order audits tab
          • Related orders tab
          • Releases tab
          • Order release Details tab
          • Components tab
          • Item attributes tab
          • Dates tab (order line)
        • Searching for return orders
          • Return order Details tab
          • Return line Details tab
          • Return release Details tab
          • Charges tab
          • Payment information tab
          • Shipments details
          • Releases tab
          • Instructions tab
          • Dates tab
          • Receipts tab
          • Work orders tab
          • Notes tab
          • More attributes tab
          • More addresses tab
          • Invoices tab
          • Order holds tab
          • Order audits tab
          • Related orders tab
          • Status audits tab
          • Expected receipts tab
          • Active alerts tab
          • Components tab
          • Related order lines tab
          • Item attributes tab
          • Inventory information tab
          • Associated services tab
          • Work orders tab
          • Order line audits tab
        • Searching for work orders
          • Work order Details tab
          • Holds tab
          • Notes tab
          • Active alerts tab
          • Instructions tab
          • Audits tab
          • Canceled/failed tab
        • Creating an order
        • Copying an order
        • Confirming or holding draft orders
        • Applying order holds and cancellations
          • Placing orders on hold
          • Resolving order holds
          • Resubmitting a rejected order
          • Rejecting order holds
          • Canceling orders
        • Scheduling or unscheduling orders
        • Releasing orders
        • Reassigning pending shipments or order releases
          • Reassigning pending shipments from the Nodes page
          • Reassigning pending shipments from the node details page
          • Reassigning pending order releases from the Orders page
          • Reassigning pending order releases from the order details page
          • Reassigning pending shipments from the Shipments page
        • Substituting items
        • Modifying billing and shipping addresses
        • Associating service requests
        • Associating delivery requests
        • Adding service requests
        • Adding delivery requests
        • Modifying charges and taxes
        • Adding payment information
        • Adding instructions
        • Adding notes
        • Adding more addresses
        • Adding more attributes
        • Modifying additional attributes
        • Creating a dependency
        • Viewing line availability
        • Managing special services
        • Modifying item attributes
        • Modifying inventory information
        • Back order an order release
        • Creating a shipment
        • Creating a report/record receipt
        • Creating an exchange order
        • Creating order returns
        • Authorizing returns
        • Adding pickup requests
        • Starting a receipt (returns)
        • Creating a work order
        • Adding service tools to a work order
        • Modifying work orders
          • Execution details page
        • Adding an appointment
        • Configuring order tables
        • Configuring Search-by options
      • Managing shipments
        • Searching for outbound shipments
          • Shipment details tab
          • Shipment containers tab
          • Shipment container details tab
          • Shipment line details page
          • Instructions tab
          • Shipment audits tab
          • Shipment dates tab
          • Notes tab
          • Active alerts tab
          • Additional attributes tab
          • Holds tab
          • Activity list tab
          • Container return tracking numbers
        • Searching for inbound shipments
          • Shipment details tab
          • Shipment containers tab
          • Shipment line details page
          • Instructions tab
          • Shipment audits tab
          • Shipment dates tab
          • Additional attributes tab
          • Holds tab
          • Receipts tab
          • Receipt discrepancies tab
          • Shipment container details tab
          • Shipment audits tab
        • Searching for return shipments
          • Shipment return details tab
          • Shipment container details tab
          • Shipment containers tab
          • Shipment line details page
          • Instructions tab
          • Shipment audits tab
          • Shipment dates tab
          • Additional attributes tab
          • Holds tab
          • Active alerts tab
          • Activity list tab
          • Container return tracking numbers
          • Receipts tab
        • Confirming shipments
        • Canceling shipments (outbound)
        • Deleting shipments (inbound and returns)
        • Releasing from ESP hold
        • Adding instructions
        • Packing a container
        • Reassigning pending shipments from the Shipments page
        • Starting receipts
        • Creating a report/record receipt
        • Configuring shipment tables
        • Configuring Search-by options
      • Managing inventory
        • Searching inventory availability
          • Viewing item details
          • Viewing SKU details
          • Viewing inventory audit details
          • Adjusting inventory
          • Adjusting safety stock
          • Setting fulfillment options
          • Transferring inventory
        • Managing safety stock rules
          • Creating safety stock rules
          • Safety stock rule details
          • Safety stock rule: Priority list
        • Searching audit inventory
      • Managing fulfillment
        • Creating a sourcing rule
        • Creating a scheduling rule
        • Configuring landed cost optimization
        • Using the Sourcing tester
      • Managing exceptions
        • Searching for exceptions or exception groups
          • Exception details page
          • Exception group details page
        • Reprocessing an XML that caused an exception
        • Reprocessing an exception group
        • Ignoring exceptions
      • Managing alerts
        • Creating alert rules
        • Searching for alerts
          • Alert details page
        • Assigning an alert to a user
        • Assigning an alert to a queue
        • Modifying alert status
      • Managing distribution groups
        • Creating distribution groups within Order Hub
        • Managing distribution groups within Order Hub
  • Managing B2B operations
    • Multi-customer account structures
    • Understanding the user roles and permissions
      • Example scenario
    • Configuring data views and display options
      • Filtering and searching data
      • Customizing the account dashboard layout
      • Customizing table columns
      • Exporting table data
    • Application management
      • Updating the Contract Order Pipeline Determination Rule
    • Account management
      • Set up and customization
        • Setting up the list of accounts
        • Editing the account list
      • Viewing account summary dashboards
      • Viewing order status
      • Viewing contract order totals
      • Viewing one-time order totals
      • Viewing the top five products with backorders
      • Viewing return reasons
      • Viewing cancellation reasons
    • Contract management
      • Contract orders
      • Creating contract orders
      • Viewing contract orders
        • Viewing contract order lists
        • Viewing contract order details
        • Viewing contract order lines
      • Pausing and resuming contract orders
      • Closing contract orders
      • Modifying contract orders
      • Modifying contract order lines
      • Deleting draft contract orders
    • Order management
      • Creating and managing orders
        • Creating sales orders
        • Viewing sales order details
      • Scheduling deliveries
        • Creating recurring schedules
        • Creating schedules for specific ship-to locations and recurrence plans
        • Viewing delivery schedule lists
        • Viewing delivery schedules for contract orders
        • Pausing and resuming delivery schedules
        • Modifying recurring schedules
        • Viewing and modifying schedules for specific ship-to locations and recurrence plans
        • Managing upcoming delivery schedules
    • Inventory management
• Performance tuning
  • Real-time Availability Monitor performance enhancements
  • Performance testing
    • Configuring servers on the next-generation platform
      • Guidelines to select performance profile
  • Performance feature - reference data caching
    • Reference data caching overview
    • Cache management
    • Caching strategies
    • Enabling reference data caching
    • Strategies for enabling reference data caching
      • Monitoring cache
  • Performance feature - hot SKU
    • Conditions for inventory lock contention
    • Optimization
    • Hot SKU feature
      • Configuration for Hot SKU feature
      • Enable inventory locking on low availability
    • Consolidate additional inventory agent
    • Hot SKU activity monitoring
    • Hot SKU control parameters
    • Three usage scenarios
    • Limitations
    • Hot SKU diagnostics
  • Asynchronous capacity updates
• Monitoring
  • Monitoring tasks performed by IBM
  • Monitoring tools used by IBM
  • Components that you can monitor
    • Application programming interface (APIs)
    • Agents and integration servers
    • Statistics
    • Inbox
  • System Management Console
    • System management tasks overview
      • About the health monitor agent
      • Starting the health monitor agent
      • Monitoring application hosts
        • Configure the default value for the application server response time threshold
      • Monitoring APIs
        • Configure the default value for API response time threshold
      • Monitoring agents and integration servers
        • Configure the default value for pending agent tasks threshold
      • Monitoring JMS queues
      • Data published for health monitor alerts
      • Monitor groups
    • System Management Console Tasks
      • Access the system management console
      • System management console screens
        • How the system management console displays alerts and warnings for components
      • Restricting access to the system management actions
      • Resolving problems with application server response time
        • Resolving application server response time problems - application server cache level
        • Resolving application server response time problems - client load too high
        • Resolving application server response time problems - JSPs not precompiled
        • Resolving application server response time problems - frequent JVM full garbage collection
      • Resolving application server down alerts
      • Resolving problems with API response time
        • Resolving API response time problems - slow response time for a user exit
        • Resolving API response time problems - slow response time for one JVM
      • Resolving problems with agent server pending tasks
        • Viewing the most recent errors for an agent
      • Resolving problems with JMS queue number of messages
      • Tracing a component
        • Stopping a component trace
      • Enabling an agent trace
      • Viewing application server cache information
      • Clearing database cache for an application server
      • Disabling cache or changing database cache limits for an application server
      • Viewing application server properties
      • Shutdown, suspend, or resume an agent or integration server instance
      • Starting an agent server
      • Starting an integration server
        • Vendor-specific tips
      • Scheduling an agent
      • Temporarily increasing threads on an agent or integration server instance
      • Viewing properties for an agent or integration server instance
      • Changing monitor groupings
    • System Management Console Screens Reference
      • System management console screen
      • Application hosts summary screen
      • Application server details screen
      • API groups summary screen
      • API details screen
      • Agent and integration server summary screen
      • Agent and integration server detail screen
      • Agent and integration server instance detail screen
      • JMS queue summary screen
      • JMS queue details screen
      • Monitor group details screen
      • Traced components list screen
      • Component tracing - concepts
      • Trace component details screen
      • Table level cache list screen
      • Live agent or integration servers screen
• Reporting
  • Operational reports
    • Intended audience
    • Operational Reporting architecture
    • Overview of the Operational Reporting component
    • Integrating with Cognos
    • Cognos user groups and permissions
      • Creating Cognos user groups
    • Accessing Cognos Analytics
    • Installing and configuring Cognos Framework Manager
    • Operational Reporting Framework: Data Model
      • Star to snowflake model
      • Data Model objects
        • Data Model objects: Filters
        • Data Model objects: Entities
        • Data Model objects: Joins
        • Data Model objects: Prompts
        • Data Model Subject Folders
        • Operational Reporting Framework: Limiting access to data
        • Operational Reporting Framework: Designing reports
    • Sample reports for Operational Reporting
      • Accessing sample reports provided with Sterling Order Management System
      • Backlog Summary Report
      • Business Volume Report
      • Days of Supply Report
      • Goods in Transit Report
      • Invoice Collections Report
      • Open Orders Report
      • Orders on Hold Report
      • Past Weeks Report
      • Returned Products Report
      • Top 10 Products Report
      • Unshipped Orders Report
    • Extending the Operational Reporting Data Model
      • Downloading the sample Operational Reporting Model
      • Uploading the extended model
      • Editing the Operational Reporting model
    • Extending reports
      • Migrating reports between environments
    • Scheduling a report
    • Migrating data to production environment
    • Planning and monitoring operational reports usage
  • Analytical reports
    • Overview of Sterling Business Intelligence
      • Intended audience
      • Business intelligence terminology
      • Sterling Business Intelligence ecosystem
    • Implementing Business Intelligence
      • Get started
        • Intended audience
        • Implementing Sterling Business Intelligence
        • Conventions
      • Configure Sterling Business Intelligence
        • Configure the data mart project
        • Configure the Sterling Business Intelligence application
          • Convert Long Zip Code to Short Zip Code
          • Configure grades for customer rating
        • Configuring Analytics for Reports by Region
          • Configure region definitions
          • Defining analytics region usage
        • Configure Sterling Business Intelligence
          • Configure the purge criteria
          • Modify the promised date
        • Load management
          • Staging
          • Disk sizing
          • Data mart
          • Data warehouse
          • Configure Sterling Business Intelligence for loading large dimensions
            • Load a large dimension with load partitioning
            • Load a fact with a related large dimension
          • Load interval
          • Load data into data mart
            • Create a backup database
            • Configure the NLS_LANG parameter for Oracle database
            • Initial data load
            • Incremental data load
        • Scheduling reports
        • Extend and customize Sterling Business Intelligence
          • Extend the reports
          • Customize the Cognos Connection user interface
        • Data extraction
        • The Sterling Business Intelligence model
          • IBM Cognos Framework Manager model star schemas for Sterling Business Intelligence
            • SO line star schema
            • Shipment line star schema
            • SO payment star schema
            • SO hold star schema
            • SO modification star schema
            • Quote line star schema
            • Opportunity star schema
            • SO modification summary star schema
            • SO payment summary star schema
            • SO hold summary star schema
            • SO daily category summary star schema
            • SO daily region summary star schema
            • Shipment summary star schema
            • SO daily summary star schema
            • SO customer monthly summary star schema
            • SO monthly summary star schema
            • Customer category quotes daily summary star schema
            • RO line star schema
            • RO daily summary star schema
            • SO daily range summary star schema
          • Target model star schemas for Sterling Business Intelligence
            • SO line star schema grouping
            • Shipment line star schema grouping
            • SO payment star schema grouping
            • SO hold star schema grouping
            • SO modification star schema grouping
            • Quote line star schema grouping
            • Opportunity star schema grouping
            • SO modification summary star schema grouping
            • SO payment summary star schema grouping
            • SO hold summary star schema grouping
            • SO daily category summary star schema grouping
            • SO daily region summary star schema grouping
            • Shipment summary star schema grouping
            • SO daily summary star schema grouping
            • SO customer monthly summary star schema grouping
            • SO monthly summary
            • Customer category quotes daily summary star schema grouping
            • RO line star schema grouping
            • RO daily summary star schema grouping
            • SO daily range summary star schema grouping
          • Target model dimensions for Sterling Business Intelligence
            • Enterprise
            • Industry
            • Ship node
            • Seller
            • Buyer
            • Payment type
            • Hold type
            • Channel
            • Fulfillment type
            • Modification type
            • Delivery method
            • Product
            • Product category hierarchy
            • Customer
            • Customer hierarchy
            • Customer contact
            • Address region
            • Address region hierarchy
            • Document type
            • User ranges
            • Calendar
            • Time period
            • Sales person
            • Sales team
            • Return reason
          • Parameter maps for Sterling Business Intelligence
    • Getting Started with Sterling Business Intelligence
      • Viewing the Sterling Business Intelligence reports
        • Accessing sample Sterling Business Intelligence reports through Application Console
        • Accessing sample Sterling Business Intelligence reports through Sterling Business Center
      • Perfect Order Dashboard
        • Gauge diagram in Perfect Order Dashboard
        • Metrics displayed in the Perfect Order Dashboard
          • Opportunity to Capture
          • Capture to Fulfillment
          • Completion to Settlement
          • Fulfillment to Completion
      • Volume Analysis B2C Dashboard
        • Metrics Displayed in the Volume Analysis B2C Dashboard
          • Booked Value for Volume Analysis B2C Dashboard
          • Fulfilled Revenue for Volume Analysis B2C Dashboard
          • Per Order Metric in the Volume Analysis B2C Dashboard
          • Product Category Distribution in the Volume Analysis B2C Dashboard
          • Region Distribution in the Volume Analysis B2C Dashboard
      • Volume Analysis B2B Dashboard
        • Dashboard Criteria in the Volume Analysis B2B Dashboard
        • Metrics Displayed in the Volume Analysis B2B Dashboard
          • Booked Value in the Volume Analysis B2B Dashboard
          • Fulfilled Revenue in the Volume Analysis B2B Dashboard
          • Per Order Metric in the Volume Analysis B2B Dashboard
          • Product Category Distribution in the Volume Analysis B2B Dashboard
          • Seller Distribution
      • Order Velocity Dashboard
        • Dashboard Criteria in the Order Velocity Dashboard
        • Components Displayed in the Order Velocity Dashboard
          • Capture to Release Time in the Order Velocity Dashboard
          • Capture to Shipment Time in the Order Velocity Dashboard
          • Release to Shipment Time in the Order Velocity Dashboard
          • Hold Type Distribution in the Order Velocity Dashboard
          • Average Hold Duration in the Order Velocity Dashboard
      • Node Performance Dashboard
        • Dashboard Criteria
        • Metrics Displayed in the Node Performance Dashboard
          • Per Shipment Metrics in the Node Performance Dashboard
          • Release to Shipment Time in the Node Performance Dashboard
          • Backorder Metric in the Node Performance Dashboard
          • Procurement Metric in the Node Performance Dashboard
      • B2C Reports
        • Fulfilled Revenue B2C By Week Report
        • Booked Value B2C By Week Report
        • Fulfilled Revenue B2C By Year Report
        • Booked Value B2C By Year Report
        • Top 10 B2C Products By Revenue
        • Top 10 B2C Products By Quantity
      • B2B Reports
        • Fulfilled Revenue B2B By Week Report
        • Booked Value B2B By Week Report
        • Fulfilled Revenue B2B By Year Report
        • Booked Value B2B By Year Report
        • Top 10 B2B Products By Revenue
        • Top 10 B2B Products By Quantity
      • Miscellaneous Reports
        • Top Lifetime Customers
          • Drill-Down and Drill-Up Reports for Top Lifetime Customers Report
        • Top Customers Reports
          • Drill-Down and Drill-Up Reports for Top Customers Report
        • Backorder Demand Analysis Summary Report
          • Backorder Demand Analysis Detail Report
        • Orders On Hold Report
        • Delayed Order Report
      • Opportunity Pipeline Reports
        • Sales Pipeline Report
        • Top Sales Persons By Revenue Report
        • Top Sales Teams By Revenue Report
        • Top Sales Persons By Deals Report
        • Top Sales Teams By Deals Report
      • Profit Margin Report
      • Returns Reports
        • Top 10 Return Value By Products
          • Top 10 Return Reasons by Product
        • Top 10 Return Value By Customers
          • Top 10 Return Reasons by Customer
        • Return Summary Report
      • Sterling Business Intelligence interactive workspaces
        • Starting IBM Cognos Workspace
        • Using the IBM Cognos Workspace
        • IBM Cognos Workspace reports
          • Order Pipeline Health Report
        • Additional considerations
      • Sterling Business Intelligence ad hoc reports
        • Generating the ad hoc reports
        • Using IBM Cognos Workspace Advanced
        • Ad Hoc report filters
        • Data security in ad hoc reports
        • Additional ad hoc reporting considerations
        • IBM Adhoc Package structure from the Sterling Business Intelligence data mart
          • Sales Order Namespace
            • Sales Order Folder
              • Sales Order Line Query Subject
                • Measures in Sales Order Line
                  • Lead Times Measures in Sales Order Line
                    • Lead Times Calculation in Sales Order Line
                • Core Attributes of Sales Order Line
                • Customer Attributes
                • Ship To Address Attributes
                • Confirmed Date Attributes
                • Actual Ship Date Attributes
                • Sales Order Line Date Ranges Filters
                • Confirmed Date Filters
                • Ship Date Filters
                • Sales Order Line Filters
                • Prompts in Sales Order Line
            • Sales Order Hold Folder
              • Resolved Holds Folder
                • Resolved Order Holds Query Subject
                  • Measures in Resolved Order Holds
                  • Core Attributes of Resolved Order Holds and Open Order Holds
                  • Dates
                    • Hold Creation Date
                    • Hold Resolution Date
                • Resolved Holds Grouped Measure
              • Open Holds Folder
              • Open Order Holds Query Subject
                • Measures in Open Order Holds
                • Core Attributes of Resolved Order Holds and Open Order Holds
                • Dates
                  • Hold Creation Date
              • SalesOrder Hold Filters
                • Hold Resolution Date Filters
                • Hold Creation Date Filters
              • Prompts in Sales Order Hold
            • Sales Order Payment Folder
              • SalesOrder Payment Query Subject
                • Measures in SalesOrder Payment
                • Core Attributes of SalesOrder Payment
                • Charge Date Attributes
                • Payment Date Filters
                • Payment Date Range Filters
              • Prompts in SalesOrder Payment
            • Common Prompt Folder
              • Common Prompt
          • Shipment Namespace
            • Shipment Line Folder
              • Shipment Line Query Subject
                • Measures in Shipment Line
                • Core Attributes of Shipment Line
                • Ship To Address Attributes
                • Actual Ship Date Attributes
                • Expected Ship Date Attributes
            • Shipment Line Filters Folder
              • Shipment Line Date Ranges Filters
              • Actual Ship Date Filter
              • Expected Ship Date Filter
              • Shipment Line Filters
            • Prompts in Shipment Line
            • Shipment Line Grouped Measures
          • Quotes Namespace
            • Quote Line Folder
              • Quote line Query Subject
                • Measures in Quote line
                • Core Attributes of Quote line
                • Customer Attributes
                • Address Attributes
                • Creation Date Attributes
                • Conversion to Order Date Attributes
                • Quote Line Grouped Measures
                • Creation Date Filters
                • Order Conversion Date Filters
                • Quote Line Date Ranges Filters
                • Quote Line Filters
            • Opportunity Folder
              • Opportunities Query Subject
                • Measures in Opportunities
                • Core Attributes of Opportunities
                • Address Attributes
                • Customer Attributes
                • Opportunity Creation Date Attributes
                • Opportunity Resolution Date Attributes
                • Opportunity Creation Date Filters
                • Opportunity Date Ranges Filters
                • Opportunity Resolution Date Filters
            • Common Prompt Folder
              • Common Prompts
          • Returns Namespace
            • Return Order Folder
              • Return Order Query Subject
                • Measures in Return Order
                • Core Attributes of Return Order
                • Received Date Attributes
                • Customer Attributes
                • Received Date Filters
                • Return Order Filters
                • Prompts in Return Order
• PCI PA-DSS key concepts
• Security and Privacy by Design (SPbD)
• Reference
  • Document types
  • Order Hub page list
  • The inventory change transaction
  • The capacity change transaction
  • Text translator reference
    • Understanding file formats
      • Positional flat files
      • Delimited flat files
      • XML flat files
      • XSD files
      • Schema files
      • Defining a schema file
    • Verifying the text translator setup
      • Error messages
    • Text translator positional receiver XSD file
    • Text translator delimited receiver XSD file
    • Text translator positional sender XSD file
    • Text translator delimited sender XSD file
    • Running the text translator
  • JSON to JSON Transformer
    • JSON-to-JSON transformation with JOLT library
    • Execution sequence
    • Calling custom JSON transformation API
    • JSON to JSON Transformer playground - API Tester
    • Sample configuration
  • Condition builder attributes
    • Order fulfillment
    • Order negotiation
    • Outbound shipment
    • Receipt
    • Planned order execution
    • Planned order negotiation
    • Return order
      • Reverse logistics
      • Return shipment
      • Return receipt
    • Template order
    • Purchase order
      • Purchase order execution
      • Purchase order negotiation
      • Inbound shipment
      • Purchase order receipt
    • Transfer order
      • Transfer order execution
      • Transfer order delivery
      • Transfer order receipt
    • Master order fulfillment
    • Quote fulfillment
    • Load execution
    • General
    • Trailer loading
    • Task execution
    • Move request execution
    • Manifesting
    • Over pack build
    • Count execution
    • Pack process
    • Outbound picking
    • VAS process
    • Opportunity fulfillment
    • Item based allocation
  • Time-triggered transaction reference
    • Running time-triggered transactions
      • Steps to complete before scheduling time-triggered transactions
    • Configuring communication between an agent and a JMS server
      • Prerequisites
      • Create an initial context factory code
      • Define the transaction information
    • Workload segregation for task queue agents
      • Segregation policy configurations
      • Segregating workload by using agent criteria
      • Agent server level segregation
      • Scenarios for using segregation
    • Business process time-triggered transactions
      • Asynchronous request processor
      • Calculate capacity availability
      • Calculate inventory velocity agent
      • Case insensitive data loader
        • Configuration options for accessing catalog index files
      • Change data export agent
      • Change data import agent
      • Change load status
      • Change shipment status
      • Close delivery plan
      • Close load
      • Close manifest
      • Close order
      • Close receipts
      • Close shipment
      • Collect shipment statistics
      • Consolidate additional inventory
      • Consolidate to shipment
      • Create catalog index
      • Create chained order
      • Create contract delivery scheduled lines
      • Create derived order
      • Create order from delivery scheduled lines
      • Create order invoice
      • Create shipment invoice
      • Entity change purge agent
      • ESP evaluator
      • Export table purge agent
      • Item based allocation
      • Mark load as trailer loaded
      • Match inventory
      • Payment collection
      • Payment execution
      • PopulateOwnershipTransferSummary
      • Post inventory match
      • Process order hold type
      • Process work order hold type
      • Publish negotiation results
      • Release
      • Route shipment
      • Schedule
      • Send customer changes
      • Send invoice
      • Send item changes
      • Send order
      • Send release
      • SSI delayed sync agent
      • SSI mass sync agent
      • Start order negotiation
      • Synchronize colony map
      • Update best match region
      • YSCRecycleEntityAttributeAgent
    • Time-triggered purge transactions
      • Purge strategy
      • Configuring purge transaction log files
      • Purge order details to an external system
      • Restore order details from an external system
      • Available purges
        • Access token purge
        • Inbox purge
        • Capacity purge
        • Draft order history purge
        • Draft order purge
        • Delivery plan purge
        • Export table purge
        • Import table purge
        • Inventory audit purge
        • Inventory purge
        • Inventory supply temp purge
        • Item audit purge
        • Load history purge
        • Load purge
        • Negotiation history purge
        • Negotiation purge
        • Opportunity history purge
        • Opportunity purge
        • Order history purge
        • Order purge
        • Order audit delete purge
        • Order release status purge
        • Order status audit purge
        • Organization audit purge
        • Person info purge
        • Person info history purge
        • Picklist purge
        • Price list purge
        • Purge catalog mass audits
        • Receipt history purge
        • Receipt purge
        • Reprocess error purge
        • Reservation purge
        • Shipment history purge
        • Shipment purge
        • Shipment statistics purge
        • Statistics purge
        • User activity purge
        • User activity audit purge
        • Work order history purge
        • Work order purge
        • YFS audit purge
        • YFSInventoryOwnershipAudit purge
        • Password reset request purge
        • User login failure purge
    • Task queue syncher time-triggered transactions
      • Load execution task queue syncher
      • Order delivery task queue syncher
      • Order fulfillment task queue syncher
      • Order negotiation task queue syncher
      • Quote fulfillment task queue syncher
    • Monitors
      • Availability monitor
      • Exception monitor
      • Deprecated feature: Inventory monitor
      • Negotiation monitor
      • Enhanced order monitor
      • Enhanced quote monitor
      • Enhanced return monitor
      • Real-time availability monitor (RTAM)
      • Shipment monitor
      • Work order monitor
  • Externally triggered transactions
    • REASSIGN_ORDER_RELEASE.0001
      • RequestForReassignOrderRelease service
  • Additional resources
• Troubleshooting
  • IBM Sterling Order Management System Support process
  • Troubleshooting issues
    • Contact your administrator to enable this feature
    • Contact your administrator to enable the monitor
    • You do not have permission to view the content or actions on this page
    • Unexpectedly high number of rows in the YFS_ORDER_DATE or YFS_ADDITIONAL_DATE database tables
    • User does not see menu items in Order Hub
    • Received message is not an instance of a text message:
    • Troubleshooting: Data extract service
    • SSI921_0021 failed to initialize search subsystem
    • Applications manager, channel applications manager, or system management console does not start
    • A SAX exception error may be thrown when using the promising server
    • YSC91A_0006 error code sometimes displays an inadequate description of the problem
    • Errors running CustomDBViews in a sharded deployment
    • Stuck and hung threads when using the sterling search index feature
    • Some APIs do not return records as expected when using the sterling search index
    • Searching for orders by providing a date attribute does not return any orders
    • Reasons or notes code not displayed in Sterling Field Sales
    • Support English locale user to display English UI in a non-English installation and deployment
    • Data not populated in the Edit Contact dialog box
    • Java major minor version mismatch error on WAS
    • Applications manager or system management console fails to start on WAS
    • Error 503 fail to access sterling configurator vm on IBM WebSphere
    • Error when starting Applications Manager or System Management Console
    • AccessControl exception is thrown at MBean registration when starting agent, integration server, or application server
    • Corrupt or invalid certificates
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