Customer Order List Options

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

•         Update Customer Information

•         Call the Customer’s Phone Number

•         Email the Customer

•         Sort Order List Records

•         Filter Order List Records

•         Select an Order for Review

•         Perform a New Search

•         Return to the Customer Search Results

•         Review Purchase History for the Customer

For more information:

•         Customer Order List for an overview of the Customer Order List page.

•         Fields on Customer Order List for a description of the fields on the Customer Order List page.

Update Customer Information

Select the Edit Customer option to advance to the Edit Customer (Sold-To) Information page.

Note:             This option is available only if you have authority to the Enter/Maintain Orders (OEOM) menu option. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option and for a user class in the Work with User Classes (WUCL) menu option.

Call the Customer’s Phone Number

Select the Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note:             This option is available only if hyperlink configuration is selected for the Phone field in the Work with Contact Center (WWCC) menu option. In addition, the Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Email the Customer

Select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:             This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Sort Order List Records

You can sort on any column in the Order List 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.

Orders first display in the Order List table in descending order date, ascending order number sequence.

Column Sort by Activity

Activity sorted in descending sequence sorts by:

•         Return alone

•         Exchange, Return

•         Exchange alone

•         Backorder, Return

•         Backorder, Exchange, Return

•         Backorder, Exchange

•         Backorder alone

•         No activity

Activity sorted in ascending sequence sorts by:

•         No activity

•         Backorder, Exchange, Return

•         Backorder, Exchange

•         Backorder, Return

•         Backorder alone

•         Exchange, Return

•         Exchange alone

•         Return alone

Filter Order List Records

You can refine the orders that display in the Order List 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.

•         Order Date: Enter a full or partial order date to display orders whose order header date starts with your entry.

•         Order Number: Enter a full or partial order number to display orders that start with your entry.

•         Order Status: Enter a full or partial order status to display orders whose order header status starts with your entry.

•         Order Total: Enter a full or partial order total, including the decimal and thousand separators, to display orders whose order total starts with your entry.

•         Activity: Enter a full or partial activity to display orders whose activity description contains your entry.

•         Recipient: Enter a full or partial name to display ship-to customers whose name or company name contains your entry. Filtering by recipient includes only the five ship-to customers that display here; if an order contains more than five ship-to customers, any additional ship-to customers after the first five ship-to customers that display here will not be included in the filter.

Select an Order for Review

Select the Order Number link to advance to the Order Summary page for the order.

Note:             A link is not available if the order’s status is Error or Suspended.

Perform a New Search

Select the New Search option to return to the Search (Search for Orders or Customers) page. The system clears all of the fields on this page so that you can enter new search criteria and perform a new search.

Return to the Customer Search Results

Select Customer Results to return to the tab that displays the Customer Search Results page.

Note:             This option displays only if you advanced to this page by selecting a customer on the Customer Search Results page.

Review Purchase History for the Customer

Select the Purchase History option to advance to the Customer Purchase History page for the customer.

Note:             Any sorting, filtering, or additional field display you may have performed on your previous view of the Purchase History page will be lost.