Configuring settings

Review the settings that you can configure for next-generation Order Hub.

1. Log in to next-generation Order Hub.
2. Go to Settings > Display settings.

Settings are organized into categories by using tabs. The tabs are General, Data fields, and Demo. The General tab includes settings for search, order, contract order, inventory, home, and workspace. The Data fields tab provides a way for you to determine what fields you want to display in the application. The Demo tab provides a way for you to set a reference date and determine if you want the system to display sample data for demo purposes.

3. Configure the general settings by selecting the General tab.

   Default UOM for search

   Specify a default unit of measure to use in search forms (on the Inventory search page). This value is used if users do not specify a unit of measure.

   Default product class for search

   Specify a default product class to use in search forms (on the Inventory search page). This value is used if users do not specify a product class.

   Note: The default UOM and product class that is entered in the fields should match the values that were created in Sterling Order Management System from the Configuration dependencies in Sterling Order Management System when using the inventory screens in Order Hub topic.

   Default maximum records to return in search results

   Specify the maximum number of search records to return. You might want to set a smaller value to improve search performance.

   Default maximum number of items shown in the inventory search results table

   Specify the number of item and node combinations that the inventory search can consider. The default is 100. All other search results are controlled by the Default maximum records to return in search results setting.

   Note: This capability is only available for IBM Sterling Global Inventory Visibility customers who have version 10.0.2406.2 or later.

   Maximum number of order lines to query in order details screen

   Specify the maximum number of order lines to retrieve on the order details page for orders with more than 100 order lines. The default is 2000.

   Cancel reason code types for sales orders

   When you cancel orders, you need to specify a reason code. By default the user interface retrieves the reason codes of code type `MODIFICATION_REASON`. If your system uses a different code type, then specify the applicable code type.

   Apply client side sorting in order search results table

   This option improves the order search performance by keeping the table sorting function limited to the result set from the server rather than going back to the server for sorting options.

   Upcoming contract expiration time frame

   Specify the number of days in advance to display contracts that are nearing expiration. The default is set to 30 days.

   Inventory

   By default, the inventory search uses the IBM Sterling Intelligent Promising data model. If you are an on-premises or next-generation customer, to keep the previous look of your Inventory page, select the Use the previous Inventory Visibility data model in inventory search option.

   Note: This capability is only available for Sterling Intelligent Promising Inventory Visibility V2 customers who have version 10.0.2409.1 or later.

   Safety stock method

   By default the safety stock is maintained by using manually defined values through existing APIs. A rules-based method now exists for managing safety stock values. You can setup the safety stock rules in Inventory > Safety stock rules and contact IBM support to enable the rules-based safety stock.

   Note: After the rules-based safety stock method is enabled, you cannot switch back to the manually defined method.

   Expired inventory

   The Inventory page displays the Expired inventory chart. Select this option to display the expired inventory chart and data column.

   Note: This capability is only available for Global Inventory Visibility customers.

   Adjust inventory modification reason required

   To require a reason for inventory adjustments in Order Hub, enable the Adjust inventory modification reason required option.

   Select the supply types to display in the Inventory SKU details page charts

   The Inventory page displays an Inventory supply chart. Select the supply types that you want displayed in the chart. Select as least one type.

   Select the demand types to display in the Inventory SKU details page charts

   The Inventory page displays an Inventory demand chart. Select the demand types that you want displayed in the chart. Select as least one type.

   Segment code type

   When segments are defined by using a common code type, entering that code type populates the segment options in the inventory search form.

   Require item id for inventory searches

   When the checkbox is checked, the inventory search page requires that users enter an Item ID when they do inventory searches. You define specific search criteria so that you can avoid returning a limited inventory list and improve your search results.

   Note: This capability is only available for Global Inventory Visibility customers.

   Banner

   The home page includes a customizable banner. You can upload a custom image to display in the banner for all your users.

   Capacity UOM

   The workspaces page and Node metrics page display node metrics such as Backlog and Fulfilled. Metrics are measured based on the capacity unit of measure. You can determine which unit of measure that you would like to display.

   • If the capacity UOM is Release, metrics are calculated in terms of the number of releases.
   • If the capacity UOM is Unit, metrics are calculated in terms of item quantities in the order lines.

   Note: The Node details page displays metrics in the capacity unit of measure that is defined for the node. This property does not change the Node details page.

4. Configure the data fields to display by selecting the Data fields tab.

The system displays a list of various fields that appear by default. Select the fields that you want to hide. There are two categories of fields that you can configure. Global fields affect various pages within the user interface and are automatically applied to all applicable pages. B2B-related fields are used specifically for B2B scenarios.

Global field settings

This section provides individual field settings such as Product class and Show decimals for quantities. Select the fields that you want to hide from the list.

B2B-related field settings

This section also provides individual field settings such as Airway bill number or Freight terms. These settings provide a more granular level of control. Each field mentions the page where the setting is displayed. For fields that display on multiple pages, you can choose to display the field on all related pages or on specific pages.

5. Configure the workspace and dashboard data by selecting the Demo tab.

Reference date

Set the reference date and time. The date should match the referenceDate that is set in the Configuration.json file. Setting the time is optional.

Account dashboard: use sample data

If you want to show sample data instead of real data in the account dashboard, switch this setting to on.

6. When you have finished updating the settings, click Save.