Viewing Orders and Returns
The View Orders window displays the status, shipping, work order, purchasing (for internal sales orders), and invoicing information for orders, returns, and internal sales orders. You can use the View Orders window to view detailed information about all shipments made on an order, including quantity and date shipped, freight carrier, and waybill number. You can also use the View Orders window to view the current cycle status of an order, return, or internal sales order, and its lines. Invoice and payment information can also be viewed for each order.
Prerequisites
To view an order:
1. Navigate to the Find Orders window, query the order or return you want to view, and navigate to the Orders Summary window. See: Querying Orders.
2. Choose the View button to view information about the order or return.
Note: You can also navigate to the View Orders window via the Sales Orders Special menu.
To view order line information:
1. Navigate to the Lines alternative region to view order line information.
2. Choose the Holds button to view holds placed on the selected order line.
3. Choose the Shipping button to view shipping lines associated with the selected order line.
Choose the Details button in the View Shipping Lines window to view shipping line detail information.
4. Choose the Backordered button to view backordered picking line information.
Choose the Details button in the Backordered Picking Line window to view backordered picking line detail information.
5. Choose the Details button to view schedule detail information for the order line as well as included items for kits, models, and option classes.
6. Choose the Cycle Status button to view cycle status information for the order line.
Choose the Holds button on the Cycle Statuses window to view holds placed on a specific order cycle action.
To view shipping line information for the order:
1. Navigate to the Shipping Lines alternative region to view all shipping lines associated with the order.
2. Choose the Details button to view shipping line details for a specific shipping line.
To view invoices and credit memos for the order:
1. Navigate to the Invoices/Credit Memos alternative region to view invoice information for the order.
2. Choose the Invoice Details button to view details for a specific invoice.
To view picking batch information for the order:
1. Navigate to the Picking Batches alternative region to view all picking batches in the order.
2. Choose the Backordered button to view any backordered picking lines for a specific picking batch.
Choose the Details button in the Backordered Picking Lines window to view backordered picking line details for a specific backordered picking line.
3. Choose the Shipping Lines button to view shipping line information for a specific picking batch.
Choose the Details button in the View Shipping Lines window to view shipping line details for a specific shipping line.
To view purchasing line information:
1. Select Internal Requisition from the Special menu to view internal requisition information for the selected line.
2. Select Purchasing Information from the Special menu to view purchasing information for the selected line.
Choose the Purchase Order button to view purchase order information for the selected line.
To view return line information:
- Select Return Line from the Special menu to view return information for the selected line.
To view work-in-process line information:
- Select WIP from the Special menu to view Work in Process job information for the selected line.
You must have entered an order or return. See: Overview of Sales Orders and Overview of Returns.