Redwood: Refine Search on Sales Orders
Use keywords and filters to refine your search. Use them when you search sales orders and order lines on redesigned pages in the Order Management work area. This update also adds more attributes that you can use when you search.
You can use these keywords while you edit or view order lines:
- Line number
- Item number
- Item description
- Line status
- Warehouse
For example:
Attributes on Order Headers
Starting with Update 25A, you can now search these attributes on the order header:
|
Attribute |
Keyword |
Filter Group |
Filter Type Details |
|
Bill-to Customer Number |
- |
Billing |
List of Values, Multi Select |
|
Bill-to Site Number |
- |
Billing |
List of Values, Multi Select |
|
Business Unit |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Business Unit Name |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Buyer Contact Name |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Currency |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Invoice Number |
- |
Order Line Attributes |
Text Entry |
|
Last Updated Date |
- |
Order Line Attributes |
Date Range |
|
Payment Term |
Yes |
Payments |
List of Values, Multi Select |
|
Revision |
- |
Order Attributes |
Text Entry |
|
Sales Channel |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Selling Profit Center |
- |
Order Line Attributes |
List of Values, Multi Select |
|
Ship-to Site Number |
- |
Shipping |
List of Values, Multi Select |
|
Source Document Type |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Submitted By |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Warehouse Code |
Yes |
Shipping |
List of Values, Multi Select |
NOTE:
-
Order Management can display all these attributes in the search results except for Invoice Number and Selling Profit Center.
-
You can use all of these attributes as filters.
-
The Bill-to Customer Number attribute is also the party number.
-
A hyphen means No.
Attributes on Order Lines
Starting with Update 25A, you can now can search these attributes on order lines:
|
Attribute |
Keyword |
Filter Group |
Filter Type Details |
|
Actual Fulfillment Date |
- |
Fulfillment |
Date Range |
|
Actual Ship Date |
- |
Shipping |
Date Range |
|
Delivered Quantity |
- |
Display Only |
Display Only |
|
Delivery Name |
Yes |
Shipping |
Text Entry |
|
Destination Organization |
- |
Shipping |
List of Values, Multi Select |
|
Destination Organization Name |
Yes |
Shipping |
List of Values, Multi Select |
|
Destination Type |
- |
Shipping |
List of Values, Multi Select |
|
Drop shipment PO |
Yes |
Dropshipment |
Text Entry |
|
FOB |
Yes |
Shipping |
List of Values, Multi Select |
|
Freight Term |
Yes |
Shipping |
List of Values, Multi Select |
|
Fulfillment Mode |
- |
Fulfillment |
List of Values, Multi Select |
|
Invoice Amount (new) |
- |
Billing |
Amount Range |
|
Invoice Date (new) |
- |
Billing |
Date Range |
|
Invoice Number |
- |
Billing |
Text Entry |
|
Orchestration Process |
Yes |
Orchestration Process |
List of Values, Multi Select |
|
Order Revision Comments |
- |
Display Only |
Display Only |
|
Order Revision Reason |
- |
Order Attributes |
List of Values, Multi Select |
|
Ordered Date |
- |
Order Attributes |
Date Range |
|
Past Due |
- |
Exceptions |
Toggle |
|
Payment Method |
- |
Payments |
List of Values, Multi Select |
|
Payment Term |
Yes |
Payments |
List of Values, Multi Select |
|
Project Number |
- |
Project Details |
List of Values, Multi Select |
|
Project Task Number |
- |
Project Details |
List of Values, Multi Select |
|
Requisition |
- |
Dropshipment |
Text Entry |
|
RMA Receipt Date |
- |
Returns |
Date Range |
|
RMA Receipt Number |
- |
Returns |
Text Entry |
|
Shipment Set |
- |
Display Only |
Display Only |
|
Source Document Type Code |
Yes |
Order Attributes |
List of Values, Multi Select |
|
Supply Order Number |
- |
Back To Back |
Text Entry |
|
Tax Classification |
- |
Tax Details |
List of Values, Multi Select |
|
Taxation Country |
Yes |
Tax Details |
List of Values, Multi Select |
|
Tracking Number |
- |
Shipping |
List of Values, Multi Select |
|
Trade Compliance Screening Date |
- |
Order Attributes |
Date Range |
|
Trade Compliance Status |
- |
Order Line Attributes |
List of Values, Multi Select |
|
Transaction Business Category |
- |
Tax Details |
List of Values, Multi Select |
|
Waybill Number |
- |
Shipping |
List of Values, Multi Select |
NOTE:
-
Order Management can display all of these attributes in the search results except for Past Due.
-
You can use all of these attributes as filters except for Delivered Quantity, Order Revision Comments, and Shipment Set.
-
A hyphen means No.
Improve productivity. Quickly search for and focus on the sales orders and order lines that you're interested in reviewing or taking action on.
Steps to Enable
You don't need to do anything to enable this feature.