Manage Held Orders Options

Purpose: You can perform the following actions on the Manage Held Orders page.

•         Filter the Displayed Held Orders

•         Advance to the Order Summary Page for a Displayed Order

•         Advance to the Order List Page for a Displayed Customer

•         Print the Held Order by Reason Code Report

•         Refresh the Displayed Information

For more information:

•         Manage Held Orders for an overview of the Manage Held Orders page.

•         Fields on Manage Held Orders for a description of the fields on the Manage Held Orders page.

Filter the Displayed Held Orders

Apply one or more of the Filters and click Filter to update the Held Order List and the Held Order Summary Total Tiles. If you apply multiple filters, only orders that match all filters are displayed; however, filtering on order number or customer number overrides other filters. See the list of Filters for more information.

Optionally, click Reset to clear the currently entered filters. You can then click Filter to display all held orders.

Advance to the Order Summary Page for a Displayed Order

Click the Order Number displayed in the Held Order List to advance to the Order Summary page.

Advance to the Order List Page for a Displayed Customer

Click the Customer Name displayed in the Held Order List to advance to the Customer Order List page.

Print the Held Order by Reason Code Report

Click Print Held Orders in the upper right to open the Create Held Orders Report window.

Optionally, select any of the Create Held Orders Report Window fields before clicking OK, or click Cancel to cancel generation of the report.

Viewing the report: Use the My Jobs or My Docs options in Classic View to view the report. If you use My Jobs, the report is available under the HO_RPT job.

The report is available in both PDF and spreadsheet (xlsx) format.

See Held Order by Reason Code Report Contents for information on the contents of the report.

Refresh the Displayed Information

Click Refresh in the upper right to refresh the displayed information on the page, including the Held Order Summary Total Tiles and the Held Order List. The current filters apply to the refreshed results.

 

________________________________