Contents

• Title and Copyright Information
• Get Help

1 Hello

• What's New in Using Order Management
• Overview of Managing Sales Orders
• How Order Management Transforms Source Orders Into Sales Orders
• How Order Management Transforms Order Lines Into Fulfillment Lines

2 Manage Sales Orders

• Create and Manage
  • Sign Into Order Management
  • Create Sales Orders
  • Copy Sales Orders
  • Validate Sales Orders
  • Manage Sales Credits for Sales Orders
  • Search Attributes for More Than One Value
• Approvals and Trade
  • Get Approvals for Sales Orders
  • Approve Sales Orders
  • Manage Sales Orders That Require Trade Compliance Screening
• Agreements
  • Sales Agreements
  • Add Sales Agreements to Sales Orders
• Projects
  • Add Project Details to Sales Orders
  • Monitor Project Details in Sales Orders
• Dual Units of Measure
  • Track Items in More Than One Unit of Measure
  • Create Sales Orders for Items That Use Dual Units of Measure
• Coverages and Subscriptions
  • Coverages and Subscriptions in Sales Orders
  • Add Coverage to Sales Orders
  • Add Coverage to Sales Orders You Already Submitted
  • Modify Coverage for Sales Orders
  • Cancel Coverage for Sales Orders
  • Return Covered Items
  • Coverage for Configured Items
  • Add Subscriptions to Sales Orders
• Inventory
  • Manage Sales Orders That Have Inventory Transactions
  • Guidelines for Managing Sales Orders That Have Inventory Transactions
  • Manage Transactions That Reduce Inventory
• Import
  • Imported Sales Orders
• More Details
  • Other Behavior on Sales Orders

3 Manage Order Lines

• Update More Than One Order Line
• Get Available Quantity on Order Lines
• Specify Processing for Order Lines
• Edit Price on Order Lines
• Add Configured Items to Order Lines
• Edit Tax on Order Lines
• Manage Attachments on Order Lines
• Recurring Charges on Order Lines
• Set Receivables Transaction for Reverse Billing
• Manage Channel Programs on Sales Orders

4 Ship and Bill

• Shipment and Billing Details
• Shipment
  • Estimate Availability for Order Lines
  • Override Shipment Details
  • Specify Shipping Details for Sales Orders
  • Specify Supply Details for Sales Orders
• Shipment Sets
  • Ship Order Lines in Shipment Sets
  • Ship Order Lines in One or More Shipment Sets
  • Remove or Cancel Lines in Shipment Sets
• Shipment Tolerances
  • Shipment Tolerances
  • Examine Shipment Tolerances on Order Lines
  • Manage Shipments and Pick Slips That Include Shipment Tolerances
• Billing and Payment
  • Edit Recurring Billing
  • Example of Editing Recurring Billing
  • Reauthorize Payment
  • Manage Credit Cards on Sales Orders

5 Copy, Revise, Cancel, and Return

• Copy
  • Copy Sales Orders
• Revise
  • How Order Management Processes Change Orders
  • Revise Sales Orders That You Already Submitted
  • Use the Details Tab
  • Make Revisions in Fulfillment View
  • View Changes You Made
  • Revise Configured Items
• Cancel
  • Cancel Sales Orders
  • Cancel Order Lines
• Return
  • Return Sales Orders
  • Return Items Without Original Sales Order
  • Receive Returned Items
  • Return a Drop Shipment
  • Return and Replace Items During Drop Shipment

6 Fulfill Sales Orders

• Monitor
  • Order Management Statuses
  • Monitor Order Fulfillment
  • Jeopardy Score
  • Monitor Jeopardy
  • Order Management Analytics
  • Why Order Management Disables Fulfillment Actions
• Stop and Resume
  • Sales Order Hold
  • Use Holds to Temporarily Stop Processing
  • Resume Paused Sales Orders
• Credit Check
  • Manage Credit Check
  • Release Holds for Order Lines That Fail Credit Check
  • Manage Customer Credit
• Fulfillment Lines
  • Schedule Fulfillment Lines Manually
  • Fulfillment Line Splits
  • Split Fulfillment Lines
  • Source Items from Different Warehouses
  • Fulfill Configured Items

7 Troubleshoot Problems and Improve Performance

• Fix Problems and Improve Performance
• Cancel Order Lines That Remain in the Same Status
• Recover Sales Orders That Are Locked or Not Started
• Examine Error Messages for Sales Orders
• Fix Problems That Happen When Assigning Orchestration Processes
• Fix Errors in Sales Orders
• Fix Errors in More Than One Sales Order
• Escalate Problems You Can't Resolve