Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Order Homepage

The Order Homepage is the starting point for managing orders and associated order items for products.

NOTE: Your company administrator can customize the layout of your Order Homepage. In addition, if your user role includes the Personalize Homepages privilege, then you can add sections to the page and remove sections from the page.

Before you begin. To work with orders and order items for products, the Order Usage value on the company profile page must be set to CRM On Demand Order Management, and your user role must include the Enable Order Access privilege. For more information, see Setting Up Your Company Profile and Global Defaults.

Creating an Order

The samples administrator creates a new order by clicking the New button in the My Recently Created Orders section. For more information, see Creating Records and Order Fields.

Working with Order Lists

The Orders List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for orders.

Order List

Filters

All Orders

All orders to which you have visibility, regardless of who owns the order or when it was created.

My Recently Created Orders

Filters orders, with your name in the owner field, sorted by the created date.

All Recently Created Orders

Filters all created orders to which you have visibility, sorted by the created date.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recent Orders

The My Recently Created Orders and My Recently Viewed Orders section shows the orders that were created or viewed most recently.

Click Show Full List to expand the list.

Adding Sections to Your Order Homepage

If your user role includes the Personalize Homepages privilege, then you can add some or all of the following sections to your Order Homepage:

  • Recently Created Orders
  • Recently Modified Orders
  • My Recently Created Orders
  • My Recently Modified Orders
  • Additional report sections (Your company administrator can make report sections available for display on your Order Homepage.)

To add sections to your Order Homepage

  1. On the Order Homepage, click Edit Layout.
  2. On the Order Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Click Save.

Related Topics

See the following topics for related information about orders and order items for samples:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.