Configuring settings
Review the settings that you can configure for Order Hub.
About this task
Order Hub uses the data from Sterling Order Management System and Sterling Intelligent Promising Inventory Visibility to generate performance metrics, populate the widgets in the workspace, and perform various node, order, and inventory actions. The IBM onboarding team handles the configuration tasks that Order Hub requires to receive your node, order, and inventory data.
Procedure
- Log in to Order Hub.
- Go to Settings > Display settings.
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Configure the necessary settings.
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General
- 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.
- Maximum records to return in search results
- Specify the maximum number of search records to return. You might want to set a lower value to improve search performance.
- Maximum number of order lines to query in order details screen
- Specify the maximum number of order lines to retrieve on order details page for orders with more than 100 order lines. The default is 2000.
- Cancel reason code type
- When canceling 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.
- Safety stock method
- By default the safety stock is maintained by using manually defined values through existing
APIs. We now have a rules-based method 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.
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Note: Expired inventory data is only available for Inventory Visibility users.
- Supply types
- The Inventory page displays an Inventory supply chart. Select the supply types that you want displayed in the chart. You must select as least one type.
- Show demand types
- The Inventory page displays an Inventory demand chart. Select the demand types that you want displayed in the chart. You must select as least one type.
- 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 to display
on these pages.
- If the capacity UOM is Release, metrics are calculated in terms of 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.
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Data fields
- Global fields: These settings might affect various pages within the user
interface and are automatically applied to all applicable pages.
- Product class
- Displays the product class as a search option on the Inventory search page and as a column in various search results tables.
- Unit of measure
- Displays the unit of measure as a search option on the Inventory search page and as a column in various search results tables.
- Show personal information
- When working with orders, this option enables fields that display email, given name, and surname . For example, if enabled, on the Order details page, you can see personal information.
- Show decimals for quantities
- Show decimals for all data fields that are a Number type.
- B2B - related fields: These settings are more frequently used for B2B scenarios.
- Show buyer organization information for orders
- When working with orders, this option enables fields that include buyer information. For example, in Order search, you can search by Buyer.
- Individual fields
- This section also provides individual field settings (such as Airway bill number or Freight terms). These settings provide more granular 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. For information about where each page exists within the user interface, see page list.
- Global fields: These settings might affect various pages within the user
interface and are automatically applied to all applicable pages.
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Add-ons
- Customization configuration
- Specify tenant type and obtain keys to upload customizations to IBM.
- IBM Order Management Data Exchange
- View the endpoint URL and authorization key details that are configured to facilitate the subscription of events that your order management system publishes.
- IBM Sterling Fulfillment Optimizer with Watson
- View integration details that connect Order Hub to your subscription to IBM Sterling Fulfillment Optimizer with Watson. Details include the tenant ID that has permissions to connect to a specific server and the data center location from which the data is to be accessed.
- Inventory Visibility
- View integration details that connect Order Hub to your inventory management system. Details include the tenant ID that has permissions to connect to a specific inventory server and the data center location from which the inventory data is to be accessed.
- Order Management
- View or configure the details of the order management system that is connected to Order Hub.
- The System type field displays the nature of the environment of the configured Sterling Order Management System. You can select any of the default options available under System type, or you can enter a specific name for your environment.
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