Search for Orders or Customers

Overview: Use the Search for Orders or Customers page to search for orders or customers.

These search options are also available at the Home page; also, the customer search options are available at the Order Entry search page.

The options to search for existing orders or customers are displayed only if you have authority to Order Inquiry/Maintenance (OIOM).

The page is split into two separate panels:

•         The Search for Orders Panel allows you to search for an order using information related to the order:

•         Order Number

•         Order Date

•         Invoice Number

•         Alternate Order Number

•         Last 4 Digits of Payment Card

•         Item ID and SKU

•         Order Status

•         Origin (Order Type)

•         Pick Control Number

•         User ID

•         Sales Representative Number

It is common to enter information in several fields when searching for a specific order. For example, you might enter values in the Item ID, Order Status, and Order Date fields.

•         The Search for Customers Panel allows you to search for a customer using information related to the customer:

•         Email Address

•         Phone Number

•         Last Name

•         Company Name

•         Postal Code

•         Customer Number

•         Match Code

•         First Name

It is common to enter information in several fields when search for a specific customer. For example, you might enter values in the Last Name and Postal Code fields.

Search results: If your search results are:

•         Multiple orders: The matching orders are displayed on this page.

•         Multiple customers: The matching customers are displayed on this page.

•         A single order: You advance to the Order Summary page for the order.

•         A single customer: You advance to the Customer Order List page for the customer.

How to display: Select Search from a menu.

From Home page: You also advance to this page when you perform a customer or order search from the Home page if there are multiple matching customers or orders. If there is a single match, you advance directly to the Order Summary or Customer Order List page, as described above.

In this topic:

•         Search for Orders or Customers: Initial Field Display

For more information:

•         Search for Orders or Customers Options for step-by-step instructions on the actions you can perform on 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.

Search for Orders or Customers: Initial Field Display

When you first advance to the Search for Orders or Customers page, the system uses the configuration settings defined in the Work with Contact Center (WWCC) menu option in Classic View to determine which fields to display on the page for the currently selected company.

•         The Contact Center Field Display screen in the Work with Contact Center (WWCC) menu option controls which fields display on the Search for Orders or Customers page for the specified company. You can define whether the Sales Representative Number and Phone Number display on this page. See Fields on Search for Orders or Customers for a complete list of the fields that can display for this page.

•         The Contact Center Order Search Field Sequence screen in the Work with Contact Center (WWCC) menu option controls the sequence of the fields that display in the Search for Orders Panel and Search for Customers Panel for the specified company. In addition, this page also controls which fields initially display in each panel before you need to select the > Additional Order Search Fields link or the > Additional Customer Search Fields link to display the remaining fields in the panel.

Delivered Order Search Field Sequence Settings

The delivered sort order for the Search for Orders panel is:

•         Order Number

•         Order Date

•         Invoice Number

•         Alternate Order Number

•         Last 4 Digits of Payment Card

•         Item ID and SKU

•         Order Status

•         Origin (Order Type)

•         Pick Control Number

•         User ID

•         Sales Representative Number

The delivered number of Order Quick Search fields is 1. When using the default sort order, only the Order Number field initially displays before you need to select the > Additional Order Search Fields link to display the remaining fields.

The delivered sort order for the Search for Customers panel is:

•         Email Address

•         Phone Number

•         Last Name

•         Company Name

•         Postal Code

•         Customer Number: If the ORCE Customer Integration (L37) system control value is set to INTERACT and the Use Oracle Retail Customer Engagement Customer Number in Search flag is selected in Work with Contact Center (WWCC), then when you search based on customer number, your entry should be the Customer Engagement customer ID.

•         Match Code

•         First Name

The delivered number of Customer Quick Search fields is 6. When using the default sort order, the Email Address, Phone Number, Last Name, Company Name, Postal Code, and Customer Number fields initially display before you need to select the > Additional Customer Search Fields link to display the remaining fields.

Note:             Once a user uses the Work with Contact Center (WWCC) menu option to change the delivered order search field sequence settings, there is no way to reset to the default settings unless you manually update the configuration to match the default settings as defined above.

 

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