Search Sales Orders and Order Lines
Search Attributes for More Than One Value
If you specify more than one attribute when you search, then Order Management uses an AND condition.
Assume you have these sales orders in your database:
| Sales Order | Status |
|---|---|
| 44444 | Awaiting Billing |
| 55555 | Processing |
| 66666 | Draft |
Assume you do this search:
| Attribute | Value |
|---|---|
| Order | Equals 44444 |
| Status | Equals Awaiting Billing |
The search results will contain order 44444.
Assume you do this search:
| Attribute | Value |
|---|---|
| Order | Equals 44444 |
| Status | Equals Draft |
The search results won't contain any value.
If you specify more than one value for the same attribute, then Order Management applies an OR condition on that attribute. Assume you do this search:
| Attribute | Value |
|---|---|
| Status | Equals Draft |
| Status | Equals Processing |
Order Management applies an OR condition between the status values:
Search for order Status equals Draft, or Status equals Processing.
Filter Your Search
Most attributes that you can search display the top 10 values according to how frequently they occur on your sales orders or order lines, by default. For example, click Line Status but don't enter any characters, and you might see:
- Not Started (1982)
- Scheduled (565)
- Awaiting Shipping (1467)
- Manual Scheduling Required (782)
- Closed (348)
- Picked (435)
- Billed (303)
If that list doesn't contain the values you seek, then enter a few characters. For example, enter await, and you might see:
- Awaiting Shipping (1467)
- Awaiting Billing (831)
- Awaiting Fulfillment (396)
- Awaiting Receiving (222)
- Awaiting Response (180)
For details about how search works, see Overview of Search.
Add Conditions to Your Search
Search on Order Management's redesigned pages uses some special characters as delimiters, such as the space ( ), hyphen (-), and comma (,). You can use them to create an OR condition in your search. You can use the underscore (_) to create an AND condition.
Assume you need to search the Warehouse Code attribute on the order header for the value 111-222, and you have these sales orders:
| Sales Order | Warehouse Code |
|---|---|
| 1 | 111 |
| 2 | 222 |
| 3 | 111-222 |
If you search for 111-222, your search will return orders 1, 2, and 3. If you search for 111_222, your search will return order 3.
Search for Your Specific Values
Most attributes that you can search display the top 10 values according to how frequently they occur on your sales orders or order lines, by default. For example, click Line Status but don't enter any characters, and you might see:
- Not Started (1982)
- Scheduled (565)
- Awaiting Shipping (1467)
- Manual Scheduling Required (782)
- Closed (348)
- Picked (435)
- Billed (303)
If that list doesn't contain the values you seek, then enter a few characters. For example, enter await, and you might see:
- Awaiting Shipping (1467)
- Awaiting Billing (831)
- Awaiting Fulfillment (396)
- Awaiting Receiving (222)
- Awaiting Response (180)
Improve Your Saved Searches
Make your saved searches more powerful, configurable, and collaborative.
Administer
- Set up and administer saved searches and provide them to all of your users.
- Add columns and filters, then let your users decide whether to use them.
- Set a default search to make sure you have a consistent experience for your users and teams.
Use
- Use your own filters.
- Specify column layout and sort order.
- Edit or delete existing saved searches at any time.
- Set a saved search as your personal default.
Try it:
- Go to Home Page > Order Management > Show More > Search Views for Sales Orders.
- On the Search Views page, search for one of:
- Sales Order Lines Search View
- Sales Order Search View
- Click Results Columns, then specify the columns that you want to display.
-
Click Filters to specify the filters that you want to display.
Test:
- Create a saved search.
- Select the columns that you want to display or hide.
- Click Copy Link to share your saved search.
Note
- If you use Search View Configuration to remove an attribute from your search view, then search automatically removes that attribute from all saved searches. Search does this to make sure your configured view and saved searches are consistent and to help prevent errors or broken views.
- If the saved search is your default search, then you must first remove it as the default search then add the new attribute. As an option, you can then set it as the default search.