Order Management Rules (OMR) available actions [Information] : techSHIP Support

When setting up order management rules, you will execute Actions based on the Conditions you've set.

This article describes the options under the Field dropdown, for which you can set the value(s) you will assign based on your conditions.

The options include, organized in groups, alphabetically ordered:

BILLING INFORMATION

Has bill-to address: Allows to indicate if the order has a bill-to address override
Bill-to contact information: Allows to override company, name, phone and e-mail
Bill-to address information: Allows to override address 1, 2 and 3 lines, as well as city, state, postal code and country

CARTONIZATION

Cartonize: Allows to indicate if the order has to be cartonized
Exclude from cartonization: Allows to explicitly indicate if the order needs to be blocked from being cartonized

DIMENSIONS

DRY ICE

Dry ice: Allows to indicate if the order will contain dry ice
Dry ice weight in package: Allows to assign the dry ice weight in the package, should only be used when dry ice is set as True

FLAGS AND ACCESSORIALS

Residential flag: Allows to add or remove the residential flag to the order(s)
Insurance flag: Allows to add or remove the insurance flag to the order(s)
Signature flag: Allows to add or remove the signature required flag to the order(s)
Adult signature flag: Allows to add or remove the adult signature required flag to the order(s)
Indirect signature flag: Allows to add or remove the indirect signature required flag to the order(s)
Saturday delivery: Allows to indicate if Saturday Delivery should be requested or denied
Saturday pickup: Allows to indicate if Saturday pickup should be requested or denied
Origin signature not required flag: Allows to add or remove the origin signature not required flag to the order(s)

INTERNATIONAL SHIPPING

Terms of trade: Assigns or overrides the specified Terms of trade to the order(s)
Declared value type: Allows to indicate the type of the Declared Value
Declared value (total): Assigns an arbitrary declared value to the order(s)
Declared value (calculate): Auto sums the item value multiplied by their quantity
Declared value (calculate using cost): Auto sums the item cost multiplied by their quantity
Duty payment terms (limited support): Allows to set the payment terms (Sender, Third Party, etc)
Importer and exporter field check: Allows to detect if the importer and exporter fields from the external system have been passed through or not (true/false)
Importer and exporter address fields: Allows to complete the importer and/or exporter address data
COD header value (calculate): Allows to calculate the Charge On Delivery header (order) value
COD package value (calculate): Allows to calculate the Charge On Delivery package value
Duty payment values: Allows to assign or override the duty payment terms, account number, country and postal code
Declaration statement (commercial invoice): Allows to assign or override the declaration statement to be used in generated commercial invoices
Comments (commercial invoice): Allows to assign or override the comments to be used in generated commercial invoices

LTL

Freight Class: Assigns or overrides the specified Freight Class to the order(s)
Freight NMFC Class: Assigns or overrides the specified Freight NMFC Class to the order(s)
Lift gate for pickup: Allows to indicate if Lift Gate for pickup should be requested or denied
Lift gate for delivery: Allows to indicate if Lift Gate for delivery should be requested or denied
Freight Billing information: Assigns or overrides the Freight Billing account, postal code, country and terms to the order(s)

MISCELLANEOUS

Raise Error: Allows to show an error message whenever the conditions you define are met
Tracing: Allows to enable or disable tracing of the order(s)
Request Pickup: Enables to request pickup (DHL Express only)

ORDER AND CARRIERS

Rate shopping group: Assigns a Rate Shopping Group value to the order(s)
Instruction: Assigns or overrides instructions to the order(s)
Terms: Assigns or overrides terms description to the order(s)
Invoice number: Assigns or overrides the invoice number to the order(s)
Import source: Assigns or overrides import source to the order(s)
Order type: Assigns or overrides the order type to the order(s)
Purchase order number: Assigns or overrides the Purchase Order number to the order(s)
Billing Account Client Name: Forces the order to go through a specific Billing Account under the Client profile; The value to be used should be the exact name as displayed in the Name column
Service code: Assigns the specified service code to the order(s); you must use the CARRIER'S INTERNAL service code as shown in the middle column of the Service Code Mappings once a mapping has been added (not the External Service code)
SCAC: Assigns the specified SCAC code to the order(s)
Print Return Labels: Enables or disables printing Return Labels for the applicable order(s)

SHIPPING INFORMATION

Ship-to contact information: Allows to override company, name, phone and e-mail
Ship-to address information: Allows to override address 1, 2 and 3 lines, as well as city, state, postal code and country

SKU INFORMATION (to be used at Line level)

SKU: Assigns or overrides the SKU code to the order(s)
Country of origin: Assigns or overrides the SKU Country of Origin to the order(s)
SKU dangerous goods code: Assigns or overrides the SKU Dangerous Goods code to the order(s)
SKU description: Assigns or overrides the SKU description to the order(s)
SKU classification: Assigns or overrides the SKU classification to the order(s)
SKU unit price: Assigns or overrides the SKU unit price to the order(s)

WEIGHT

Box Weight: Allows to override the box (empty packing material) weight (available in LB and KG)
Content Weight: Allows to override the box content weight (available in LB and KG)
Dim Weight: Allows to enable calculation in LBS of the order dimensional weight
Billable Weight: Allows to enable calculation in LBS of the Billable Weight to be assigned to the order(s)

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