Order Activity Options

Purpose: You can perform the following actions on the Order Activity page.

Order Activity Actions: 

         Sort the Order Activity

         Filter the Order Activity

Order Actions: 

         Add an Order Message

         Perform a New Search

         Review Order Summary

         Review and Enter Order Messages

         Review and Enter Customer Messages

         Review Refunds and Returns for the Order

         Review Invoices for the Order

         Review Recently Viewed Invoice Details

         Review Recently Viewed Order Line Details

         Unlock the Order

For more information:

         Order Activity for an overview of the Order Activity page.

         Fields on Order Activity for a description of the fields on the Order Activity page.

Sort the Order Activity

You can sort on any column in the Order Activity table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Order activity first displays on this page in descending activity date and time sequence.

Filter the Order Activity

You can refine the activity that displays in the Order Activity table by entering information in one or more of the following fields. Note: The system performs the refinement only on the records that display on this page; the refinement is not performed against any additional records that may exist in the database.

         Date (Order Activity Date): Enter a full or partial date to display order activity whose date starts with your entry.

         Activity (Order Activity): Enter a full or partial activity type to display order activity whose activity type starts with your entry.

         Description (Order Activity Description): Enter a full or partial description to display order activity whose description contains your entry.

         Amount (Order Activity Amount): Enter a full or partial amount to display order activity whose amount starts with your entry.

         User (Order Activity User): Enter a full or partial user ID to display order activity whose user ID starts with your entry.

         Ship-To # (Ship-To Number): Enter a full or partial ship to number to display order activity whose ship to number starts with your entry.

Add an Order Message

In the page title banner, select the Add Order Message option to advance to the Add Message window.

Perform a New Search

In the page title banner, select the New Search option to return to the tab that displays the Search for Orders page. The system clears all of the fields on this page so that you can enter new search criteria and perform a new search.

Review Order Summary

In the left-hand navigation pane, select the Order Summary option to advance to the Order Summary page for the current order.

Review and Enter Order Messages

In the left-hand navigation pane, select the Order Messages option to advance to the Order Messages page.

Review and Enter Customer Messages

In the left-hand navigation pane, select the Customer Messages option to advance to the Customer Messages page.

Review Refunds and Returns for the Order

In the left-hand navigation pane, select the Returns/Refunds option to advance to Returns/Refunds page.

Review Invoices for the Order

In the left-hand navigation pane, select the Invoices option to advance to the Invoices page.

Review Recently Viewed Invoice Details

Once you advance to the Invoices page for an order, the link to the Invoices page displays in the left-hand navigation pane for the order under the title Recently Viewed Invoices as Invoice #, where # is the invoice number. Select the Invoice # option for the invoice you wish to review to advance to the Invoice Detail page.

The Recently Viewed Invoices title displays up to the last ten recently viewed invoices in reverse chronological order, with the most recently viewed invoice at the top of the list.

Review Recently Viewed Order Line Details

Once you advance to the Order Line Details page for an order line on an order, the link to the Order Line Details page displays in the left-hand navigation pane for the order under the title Recently Viewed Order Lines as Ship-To # | Line #, where Ship-To # is the order ship-to associated with the order line and Line # is the order line number. Select the Ship-To # | Line # option for the order line you wish to review to advance to the Order Line Details page.

The Recently Viewed Order Lines title displays up to the last ten recently viewed order lines in reverse chronological order, with the most recently viewed order line at the top of the list.

Unlock the Order

In the page title banner, select the Unlock Order icon to process any remaining order updates and unlock the order so that it available for maintenance by another user.

Note:             This option displays only if you have locked the order in the current session; it does not display if another user has locked the order.

For more information: See Maintaining an Order for more information about locking and unlocking an order.