Options Available in Order Inquiry
Purpose: You can use the function (command) keys on the Order Inquiry Header Screen and Order Inquiry Detail Screen to display more information about the quote or order or the customers on the quote or order.
Streamlined order inquiry: As an alternative to standard order inquiry, the Streamlined Order Inquiry (DORI) option provides a consolidated, one-page view of the order, including some of the information available from the options listed below.
Note: The table describes an option twice if it is used in different ways on the header and detail screens.
Screen Option |
Procedure |
Review additional charges |
Select Additional Charges to advance to the Display Additional Charges Screen. |
Review bill-to customer Information |
Select Bill To to advance to the Work with Bill To Phone Numbers Screen. |
Display the Order Inquiry header or detail screen |
Select Detail to toggle between the Order Inquiry Header Screen and Order Inquiry Detail Screen. |
Display invoices |
Select Display Invoices to advance to the Display Invoices Screen. |
Maintain the quote or order |
Select Maintain to advance to the Work with Order Screen in Order Maintenance. If the order is locked because, for example, a user’s session ended unexpectedly when maintaining it, you can use Unlocking a Stranded Order or Batch (MULO) to unlock the order. |
Review order messages |
Select Messages to advance to the Work with Order Messages Screen. |
Review pick slips, send customer letters, review demographic information, work with customer notes or customer action notes, review order totals across all recipients, work with subscriptions, or display invoice information |
Select More Options to advance to the Display More Options Screen screen, where you can select the individual option. |
Review order history |
Select Order History to advance to the Display Order History Screen. |
Display a summary screen that lists the items ordered for the current order plus all recipient orders; optionally, display the order totals expressed in the customer's currency |
Select Order Totals to advance to the Display Order Summary Screen. |
Review order payment methods |
Select Pay Methods to advance to the Display Order Payment Methods Screen. |
Display order properties |
Select Properties to advance to the Display Order Properties Screen. |
Review refund information |
Select Refunds to advance to the Display Refunds for Order Screen. |
View multiple ship-to recipients |
Select Recipients to advance to the First Display Customer Screen if there is more than one recipient on the order. |
Scan order detail |
Select Scan Lines to advance to return to the Scan Order Detail Screen. |
Review ship-to customer Information |
Select Ship To. • If you define a One Time Ship To address for the order, the system advances you to the Display Alternate Address Screen. See Assigning an Order Shipping Address for information on assigning a one-time ship-to address. • If a ship to is not defined for the order, the system advances you to the Display Customer (1 of 2) screen for the sold to customer on the order. See Creating and Updating Sold-to Customers (WCST). • If a ship to recipient is defined for the order, the system advances you to the Display Customer (1 of 2) screen for the recipient customer on the order. See Creating and Updating Sold-to Customers (WCST). • If a permanent ship to is defined for the order, the system advances you to the Display Ship To screen. See Creating and Updating Ship-to Customers (WCST) for information on permanent ship-to addresses. |
Review sold-to customer Information |
Select Sold To at the Order Inquiry header screen to advance to the Display Customer screens. See Creating and Updating Sold-to Customers (WCST). |
Display Alternate Address Screen
Purpose: Use this screen to review the one-time shipping address for the order that will be linked to the current order only; no secondary customer record is filed with this address to use on future orders.
See Assigning an Order Shipping Address for more information on assigning a one-time ship-to address.
How to display this screen: Select Ship To at the Order Inquiry Header Screen or the Order Inquiry Detail Screen.
Field |
Description |
Order# |
A unique number assigned by the system to identify an order. Every order on the system is assigned an order number. This number is used in Order Inquiry to review information for the order. This number is also used throughout the system to access information on an order. You cannot update this number. Numeric, 8 positions; display-only, assigned by the system. |
Ship-to number (unlabeled field) |
A hyphen (-) separates this field from the Order# field. The system assigns a sequential ship-to number to every shipping address on an order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1. You cannot update this number. Numeric, 3 positions; display-only, assigned by the system. |
Store# |
The store number and description of the store location selected for a ship-for-pickup order, if selected at the Store Location Screen. In this case, the description also defaults to the Company field. If the store description exceeds 35 positions, it is truncated. Store number: alphanumeric, 10 positions; display-only. Store description: alphanumeric, 35 positions; display-only. |
Ship To Name |
The company name, last name, first name, and middle initial of the one-time ship to customer. Company: Alphanumeric, 30 positions; display-only. Last name: Alphanumeric, 25 positions; display-only. First name: Alphanumeric, 15 positions; display-only. Initial: Alphanumeric, 1 position; display-only. |
Address |
Four address fields are available: Address line #1 The customer's street address. Alphanumeric, 32 positions; display-only. Address lines #2-#4 (unlabeled fields under initial Address field): Additional address fields for international or business addresses. Alphanumeric, 32 positions; display-only. |
Apt/Suite (Apartment/Suite) |
The customer's apartment, suite, rural route, or floor number. Alphanumeric, 10 positions; display-only. |
City |
The city where the customer receives mail the shipment. Alphanumeric, 25 positions; display-only. |
State |
The state or province where the customer receives the shipment. Alphanumeric, 2 positions; display-only. |
Zip |
The postal code or zip code for this customer. Alphanumeric, 10 positions; display-only. |
The code for the customer's country. Alphanumeric, 3 positions; display-only. |
|
Delivery code |
Identifies a business (commercial) or residential address. Used when you ship an order by a carrier that uses business or consumer rate tables (such as UPS). • B =Business rate table will be used to determine shipping charges. • R =Residential rate table will be used to determine shipping charges. Alphanumeric, 1 position; display-only. |
E-mail address |
The email address associated with the ship-to mailing address. The email address is upper and lower case. Alphanumeric, 50 positions; optional. |
Phone |
The phone number for the one-time shipping address. Where does this phone number come from? If the shipping address was added to the order through: • order entry or order maintenance: the phone number entered at the Create One Time Ship To Address Screen or the Change One Time Ship To Address screen. • the order API: the ship_to_day_phone passed in the CWOrderIn message if the ship_to_type is 1. If no ship_to_day_phone is passed, the system uses the ship_to_eve_phone. Otherwise, if neither the ship_to_day_phone or the ship_to_eve_phone is passed, the ship-to phone number is left blank; the ship_to_fax_phone is not used. See Generic Order Interface (Order API) for background. • the Order Broker integration (retail pickup or delivery order): From the phone1, if any, passed from Order Broker for the ship-to address for the first item. If no phone1 is passed for the first item, then the phone2 for the first item is used. Otherwise, if neither the phone1 or phone2 is passed for the first item, the ship-to phone number is left blank; the phone numbers for any additional item(s) are not used. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for background. Note: Creating a ship-for-pickup or store pickup order does not automatically update the phone number field, because the Store Cross Reference information for the selected store defaults to the Order Ship To Address, and a phone number is not part of the Store Cross Reference table. Telephone number format: You can define a telephone number format to map to the phone numbers operators enter into the system. Telephone number formats are defined by arranging numbers and special characters such as hyphens and parenthesis in the same order and position as the numbers in a phone number would display. When an operator enters a phone number, the system compares the number of numeric characters in the phone number with the telephone number formats you have defined. In order to match a format, the phone number must have the same number of numeric positions as a telephone number format. If the system cannot find a match, the phone number does not map to a telephone number format and displays as it was entered by the operator. See Work with Telephone Number Format Screen form more information. The system calls a user-defined program to validate phone numbers outside of Order Management System if you set the External Validation for Phone Number (E64) system control value to Y. Alphanumeric, 14 positions. |
