Purpose: You can perform the following actions at the Customer Items List page.
• Call the Customer’s Phone Number
• Review Frequently Purchased Items
• Return to the Order List Results
For more information:
• Customer Items List for an overview of the Customer Items List page.
• Fields on Customer Items List for a description of the fields on the Customer Items List page.
Select the Create Order option to advance to the Enter or Verify Customer Information step in Order Entry.
Note: This option is available only if you have authority to the Contact Center Order Entry (CCOE) 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.
Select the Edit Customer option to advance to the Edit Customer (Sold-To) Information drawer.
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.
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.
Review Frequently Purchased Items
Click Frequently Purchased Items in the Purchases customer summary tile to open the Frequently Purchased Items Drawer.
You can sort on any column in the Items 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.
The page provides an entry field below the Items panel with the message Filter results. You can further refine the orders displayed in the Items Table by entering one or more search terms found in any of the fields displayed in that table.
Example: Enter PEN. The displayed results include order lines for items whose descriptions include “pen,” as well as any items that include “pen” in the item code. Next, enter held. Displayed results are now further restricted to order lines that are in Held status, provided the order lines also include “pen.”
Matching records need to contain the search term, but do not need to start with the search term. For example, both 123.45 and 23.45 are matches for a search term of 23.
Filtering is across all results: The filtering is not restricted to the order lines displayed on the first page of results. For example, if the only order line matching your entry is on the third page of results, this order line is displayed.
Additional information on filtering:
• Only fields displayed at the Items Table are available for filtering. For example, you can filter based on the order line status, unit price, or purchase status, because this information displayed, but you cannot filter based an order total or special handling instructions.
• Filtering is not case-sensitive. For example, you can enter closed or CLOSED to display closed order lines.
• To filter based on order date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for an order date of August 27.
• You can filter based on numeric fields to display partial matches. For example, if the unit price is 11.95, you can enter 11 or 95 to include the order in the search results.
Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.
Click a displayed item to open the Item Information Link for the item. The item code is a link only if item information has been defined for the item. Note that the item information icon is not displayed.
In the Items Table, select an 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.
Select Item Availability for an item.
• If the Use Merchandise Locator (I38) system control value is unselected, or if the Use Merchandise Locator (I38) system control value is selected but the item is not eligible for merchandise locator, you advance to the Item Availability window.
• If the Use Merchandise Locator (I38) system control value is selected and the item is eligible for merchandise locator, you advance to the Item Availability (Merchandise Locator) window.
Note:
• For set items, the Item Availability option is available for the set component item and not the main set item.
The Item Availability option is available only for order lines whose status is Open, Held, Soldout, or Express Bill.
Return to the Order List Results
Select the Orders tab to return to the Customer Order List.
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