Orders Workbench
The Orders Workbench consists of two windows: the Find Orders window and the Orders Summary window. The Find Orders window queries existing orders and returns based on the criteria you define in the window. The results of your query display in the Orders Summary window.
The buttons in the Find Orders and Orders Summary windows perform the following functions:
Find Orders window
Clear -- removes all previously defined information from the window.
Find -- queries an order or orders based on the defined criteria. See: Querying Orders
Orders Summary window
Approve -- locates, views, or approves orders that are held with an approval action in their order cycle. See: Entering Order Approvals
Schedule -- schedules your orders and tracks the inventory necessary to fulfill your order demand. See: Scheduling Orders
View -- views all details about an order, a return, or groups of orders or returns.
Cancel -- cancels sales orders, order lines, returns, and return lines. See: Cancelling Orders
Hold -- applies holds to orders, returns, order lines, or return lines based on customer, customer site, item, or order or return number. See: Applying Holds
Open -- displays the selected order or return in the Sales Orders or Returns window.
To remove any of these buttons, use standard function security to exclude functionality for a particular responsibility. See: Function Security for Orders and Returns and How Function Security Works.
The On Hold check box indicates whether a hold has been placed either on an order's header or on any of its lines.