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
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.
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:
To add sections to your Order Homepage
See the following topics for related information about orders and order items for samples:
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