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Accessing An Existing Order


An end user can access an existing order from most of the same places where the end user can create an order.

In addition to accessing the order from the Sales Order screen, the end user can access it from other screens, as described in the following procedure.

To access an existing order

  1. Navigate to one of the following screens:
    • Accounts screen, then Accounts List view to access an existing order from an account.
    • Service Requests screen, then Service Request List view to access an existing order from a service request.
    • Contacts screen, then Contacts List view to access an existing order from a contact.
    • Agreements screen, then Agreements List view to access an existing order from an agreement.
  2. Drill down on the account, service request, contact or agreement that is associated with the order.
  3. Click the Orders view tab.
  4. In the Orders list, drill down on the order number of the desired order.

    The order is displayed in the Sales Order of Service Order screen, where the end user can continue to work with it.

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