Difference between revisions of "Find Orders Screen"

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(New page: You can select an order from the complete orders list that appears below the "Find Orders" section of the screen. The complete list is available when the "Find Orders" screen is initially...)
 
 
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You can select an order from the complete orders list that appears below the "Find Orders" section of the screen.  The complete list is available when the "Find Orders" screen is initially brought up, and is reduced according to the parameters of the search fields above the opportunity list.  Enter any information you may have in the order ID, order name, customer, status, PO #, from/through dates, created by, lot ID, and serial number fields and click the [Find Orders] button to eliminate irrelevant orders from the list.  
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You can search for orders using the following criteria: order ID, order name, customer, status, PO #, from/through dates, created by (this is the user login of the user who created the order), lot ID for [[Lot Level Inventory Tracking]], and [[Managing Serialized Inventory|serial number]] and click the [Find Orders] button to find the applicable orders.  Searches by lot ID and serial number will find orders with inventory items of those lot or serial numbers assigned to them.  If you have linked to the "Find Orders" screen from a specific account, the appropriate customer ID will be entered by default.
  
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Clicking the [Find Orders] button will bring up any orders that match the data you have entered.  Selecting an order from the list will take you to the [[View Order Screen]].
  
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Clicking on Order Date, Order Name and ID, PO#, Customer, Status, or Amount in the header of the orders list will sort the list alphabetically/sequentially by the selected category.  Clicking the specific order name will take you to the [[View Order Screen|View Order screen]] where you can edit or delete the order.
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Refer to the User Manual page [[Accessing Your Orders]].

Latest revision as of 14:27, 22 September 2009

You can search for orders using the following criteria: order ID, order name, customer, status, PO #, from/through dates, created by (this is the user login of the user who created the order), lot ID for Lot Level Inventory Tracking, and serial number and click the [Find Orders] button to find the applicable orders. Searches by lot ID and serial number will find orders with inventory items of those lot or serial numbers assigned to them. If you have linked to the "Find Orders" screen from a specific account, the appropriate customer ID will be entered by default.

Clicking the [Find Orders] button will bring up any orders that match the data you have entered. Selecting an order from the list will take you to the View Order Screen.

Refer to the User Manual page Accessing Your Orders.

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Find_Orders_Screen&oldid=4396"