) in the bottom left corner of the page to advance to the Select Company window. Search for Orders or Customers Options
Purpose: You can perform the following actions on the Search for Orders or Customers page.
• Display Additional Search for Orders Fields
• Clear the Fields in the Search for Orders Panel
• Display Additional Search for Customers Fields
• Clear the Fields in the Search for Customers Panel
• Perform Multiple Searches by Order or Customer Information
For more information:
• Order Search (Search for Orders or Customers) for an overview of the Search for Orders or Customers page.
• Fields on Search for Orders or Customers for a description of the fields on the Search for Orders or Customers page.
Select the Settings icon () in the bottom left corner of the page to advance to the Select Company window.
Note: In order to change companies, you must first close all open tabs in Modern View.
When you select a company, the information on the Search for Orders or Customers page refreshes and displays the information for the newly selected company. You can define company authority for a user ID in the Work with Users (WUSR) menu option. You can define company authority for a user class in the Work with User Classes (WUCL) menu option.
Note: This option is available only if you have authority to more than one company.
Display Additional Search for Orders Fields
In the Search for Orders Panel, select > Additional Order Search Fields to display the additional order fields that are available for an order search.
Note: The Contact Center Order Search Field Sequence screen in the Work with Contact Center (WWCC) menu option controls which fields initially display in the Search for Orders panel before you need to select the > Additional Order Search Fields link to display the remaining fields in the panel. If the Search for Orders panel is configured to display all fields, the > Additional Order Search Fields option does not display.
1. Complete one or more of the order fields in the Search for Orders Panel; see Order Search Field Validation for the validation that occurs for each field.
2. Select the Search Orders option or press Enter. The system validates your entries and searches for orders that meet all of your search criteria.
• If the system finds one order that meets your search criteria, you advance to the Order Summary page for the order.
• If the system finds more than one order that meets your search criteria, you advance to the Order Search Results page. Note: If the number of orders found is greater than the maximum search results of 500 records, the system displays an error message. In this situation, the system retains your search criteria so that you can refine your search and try again.
• If no orders meet your search criteria, the system displays an error message. In this situation, the system retains your search criteria so that you can review and modify your search.
Note: In order to perform an order search by pressing Enter, your cursor must be in one of the order fields. Searching by pressing Enter is available only for fields that are not associated with a drop down list of values.
Order Number Search
Enter a complete and valid Order Number to find an order that matches your entry.
Note: If you search by order number, the system ignores any other search criteria that you enter.
Order Date Search
Enter a complete and valid Order Date in user date format, or select a date from the calendar, to find orders whose order header date matches your entry.
• You can enter a date that is earlier, equal to, or later than the current date.
• Enter the date in the date format defined for your user ID. For example, if the date format for your user ID is set to YY/MM/DD and you enter 12/12/12, the system recognizes this date as 2012, December 12 and searches for orders that were created on that date.
Invoice Number Search
Enter a complete and valid Invoice number to find orders whose invoice number matches your entry.
Alternate Order Number Search
Enter a full or partial Alternate Order Number to find orders whose Alternate order number starts with your entry.
Orders from Order Broker: To review orders from Order Broker whose originating system is Order Management System, enter ORIG#: in this field and select the Search Orders option to advance to the Order Search Results page where all orders whose Alternate Order Number in the Order Header Extended table begin with ORIG#: display.
Last 4 Digits of Payment Card Search
Enter the Last 4 Digits of Payment Card to find orders that contain a payment card whose last four digits match your entry.
Item ID and SKU Search
• Enter a valid Item ID to find orders that contain an item ID that matches your entry, regardless of SKU.
• Enter a valid Item ID and SKU to find orders that contain an item ID and SKU combination that matches your entry.
• Enter a valid Item ID and select the Populate SKU Options icon to retrieve the valid SKU’s for the item. Once the SKU’s are retrieved:
• Select the SKU field to display the SKU drop down list.
• Enter a full or partial SKU in the drop down list search field to find SKU’s that contain your entry.
• Select a SKU from the drop down list to populate the SKU field.
Note: The SKU is made up of three four position fields. If you search on more than one SKU element, you must enter the full four positions for each field. For example:
• If you search for RED SML, you must type RED SML, where the space between RED and SML is two blank spaces. You need to enter one space to represent the forth position of the RED SKU element and the other space represents the space between the SKU elements.
• If you search for BLUE SML, you must type BLUE SML, where the space between BLUE and SML is one blank space to represent the space between the SKU elements.
Order Status Search
Select a valid Order Status from the drop down list to find orders whose order header status matches your entry.
You can search for an order in a Canceled, Held, Open, Quote, or Closed status. The system does not allow you to search for an order in an Error or Suspended status.
Origin Search
Select a valid Origin (Order Type) from the drop down list to find orders whose origin matches your entry.
Pick Control Number Search
Enter a valid Pick Control Number that is associated with an invoice to find an order whose pick control number matches your entry.
Pick Control Numbers Associated with an Invoice Only: The system includes only pick control numbers associated with an invoice when you search for orders by pick control number (the pick control number has been billed and is assigned to an invoice in the Invoice Detail table). If you enter a pick control number that has not yet been billed and perform an order search, the system displays an error message indicating no orders were found, even if this pick control number is associated with an order.
Note: If you search for orders using order search criteria other than pick control number, the system will return orders that meet your search criteria, regardless of whether any picks for the order have been billed.
User ID Search
Enter a valid User ID or User Name to find orders whose entered by user ID matches your entry.
User Suggestions: If you enter three or more characters in this field, the system displays up to five user ID or user name suggestions in ascending alphabetical order. For example, if you enter ALE, the system may suggest user IDs ALEWIS and ALEONARD and suggest user names ALEXANDER SMITH and ALEN JONES. If you select one of these suggestions, the system defaults the User ID to the field and displays the associated User Name below the field.
User ID Lookup: Select the prompt arrow next to the User ID field to advance to the User ID Lookup window. Users first display on this window in ascending user name sequence.
At this window:
• You can search for users by User ID and/or User Name.
• Enter a full or partial user ID in the User ID field to display users whose user ID starts with your entry.
• Enter a full or partial user name in the User Name field to display users whose user name contains your entry.
• You can sort on any column on this window 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.
• Select the User ID link for a user to return to the Search for Orders or Customers page; in this situation, the system displays the selected user ID in the User ID field and displays the user name below the field.
• Select Cancel to return to the Search for Orders or Customers page without selecting a user; in this situation, the User ID field remains unpopulated.
Sales Representative Number Search
Enter a valid and active sales representative number to find orders whose sales representative number matches your entry.
Active Sales Representatives Only: The system includes only active sales representatives when you search for orders by sales representative (the Active field for the sales representative is selected in the Work with Sales Representative (WSLS) menu option). If you enter an inactive sales representative and perform an order search, the system displays an error message indicating the sales representative number was not found, even if this inactive sales representative is associated with an order.
Note: If you search for orders using order search criteria other than sales representative, the system will return orders that meet your search criteria, regardless of the active status of the sales representative associated with the order.
Sales Representative Lookup: Select the prompt arrow next to the Sales Representative Number field to advance to the Sales Representative Lookup window. Active sales representative first display on this window in ascending sales representative name sequence.
At this window:
• You can search for an active sales representative by Sale Representative Number, Sales Representative Name, and/or Store Number.
• Enter a full or partial sales representative number in the Sales Representative Number field to display sales representatives whose sales representative number starts with your entry.
• Enter a full or partial sales representative name in the Sales Representative Name field to display sales representatives whose name contains your entry.
• Enter a full or partial store number in the Store Number field to display sales representatives whose store number starts with your entry.
• You can sort on any column on this window 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.
• Select the Sales Representative Number link for a sales representative to return to the Search for Orders or Customers page; in this situation, the system displays the selected sales representative number in the Sales Representative Number field and displays the sales representative name below the field.
• Select Cancel to return to the Search for Orders or Customers page without selecting a sales representative; in this situation, the Sales Representative Number field remains unpopulated.
Clear the Fields in the Search for Orders Panel
Select the Clear option next to the Search Orders option. The system removes all of your entries in the fields associated with the Search for Orders panel.
Display Additional Search for Customers Fields
In the Search for Customers Panel, select > Additional Customer Search Fields to display the additional customer fields that are available for a customer search.
Note: The Contact Center Order Search Field Sequence screen in the Work with Contact Center (WWCC) menu option controls which fields initially display in the Search for Customers panel before you need to select the > Additional Customer Search Fields link to display the remaining fields in the panel. If the Search for Customers panel is configured to display all fields, the > Additional Customer Search Fields option does not display.
1. Complete one or more of the customer fields in the Search for Customers Panel. See Customer Search Field Validation for the validation that occurs for each field.
2. Select the Search Customers option or press Enter. The system validates your entries and searches for customers that meet all of your search criteria.
• If the system finds one customer that meets your search criteria, you advance to the Customer Order List page.
• If the system finds more than one customer that meets your search criteria, you advance to the Customer Search Results page. Note: If the number of customers found is greater than the maximum search results of 500 records, the system displays an error message. In this situation, the system retains your search criteria so that you can refine your search and try again.
• If no customers meet your search criteria, the system displays an error message. In this situation, the system retains your search criteria so that you can review and modify your search.
Note:
• If you search by customer number, the system ignores any other search criteria that you enter.
• In order to perform a customer search by pressing Enter, your cursor must be in one of the customer fields. Searching by pressing Enter is available only for fields that do not have a defined drop down list of values.
• The system does not include Ghost Customers in the customer search results. You can identify a ghost customer by the setting of the Ghost flag.
Customer Search Field Validation
Email Address Search
Enter a valid Email Address to find customers whose email address matches your entry. The email address you enter can be the customer’s primary email address or a secondary email address.
In order to search on email address, the system verifies that:
• There is an @ sign and a period (.).
• There is some text before the @ sign, between the @ sign and the period, and after the period.
Phone Number Search
Enter a full or partial Phone Number to find customers whose day, evening, or mobile phone number matches your entry. The system ignores any special characters you enter in the Phone Number field when finding a phone number match to your entry.
Last Name Search
Enter a full or partial Last Name to find customers whose last name starts with your entry.
Company Name Search
Enter a full or partial Company Name to find customers whose company name starts with your entry.
Postal Code Search
Enter a full or partial Postal Code to find customers whose postal code starts with your entry. When searching for a customer based on postal code, your entry should not exceed the number of positions indicated in the Postal Code Scan Length (F61) system control value.
Customer Number Search
Enter a valid Customer Number to search for customers whose sold to customer number matches your entry.
Note: If you search by customer number, the system ignores any other search criteria that you enter.
Match Code Search
Enter a full or partial Match Code to find customers whose match code starts with your entry.
Clear the Fields in the Search for Customers Panel
Select the Clear option next to the Search for Customers title. The system removes all of your entries in the fields associated with the Search for Customers panel.
Perform Multiple Searches by Order or Customer Information
You can perform multiple searches based on customer information, order information, or both.
Multiple searches by customer: If you search for customers, then return to the Search for Orders or Customers tab and perform a search based on different customer criteria, the information displayed in the Customer Results tab is updated based on the new search criteria.
Multiple searches by order: If you search for orders, then return to the Search for Orders or Customers tab and perform a search based on different order criteria, the information displayed in the Order Results tab is updated based on the new search criteria.
Searches by both customer and order:
• If you search by:
• Orders, then return to the Search for Orders or Customers tab and perform a search based on customer criteria, or
• Customers, then return to the Search for Orders or Customers tab and perform a search based on order criteria,
• Then both the Customer Results tab and Order Results tab are open, displaying the related search results.
Each subsequent search refreshes the results in the related tab.
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