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  2. Order Activity

56 Order Activity

Purpose: Use the Order Activity page to review any type of activity that occurred since the order was entered, including order activity received through the Generic Order Transaction History API. The system logs all order activity automatically for inquiry purposes, including when the order was:

  • Authorized or declined
  • Canceled
  • Held
  • Maintained
  • Released
  • Logged as a sale (when the invoice was generated)
  • Shipped
  • Sold out

The system can record up to 999 transactions for each order. This information remains on the system for inquiry purposes until the order is purged.

How to display: Select theOrder Activity option on the Order Summary, Messages, Returns/Refunds, or Invoices page, or from the Recent Activity tile in the Order Summary Tiles.

For more information:

Order Activity Options

Purpose: You can perform the following actions on the Order Activity page.

Order Activity Actions:

Order Actions:

For more information:

Sort the Order Activity

You can sort on any column in the Order Activity 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.

Order activity first displays on this page in descending activity date and time sequence.

Filter the Order Activity

The Order Activity page displays the first 15 order activity records for the order.

The page provides an entry field below the Order Activity panel with the message Type to filter. You can further refine the activities displayed in the Order Activity Table by entering one or more search terms found in any of the fields displayed in that table.

Example: Enter pick. The displayed activities include Pick Slip Generated as well as those with descriptions that include the word "pick" Next, enter a pick control number. Displayed results are now further restricted to activities that include both “pick” and the entered pick control number in any of the fields displayed in the Order Activity Table.

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 activities displayed on the first page of results. For example, if the only activity matching your entry is on the third page of results, this activity is displayed.

Additional information on filtering:

  • Only fields displayed at the Order Activity Table are available for filtering. For example, you can filter based on the description of an activity that took place for an order line, because the activity is displayed, but you cannot filter based on the item number.
  • Filtering is not case-sensitive. For example, you can enter shipment or SHIPMENT to display shipments for the order.
  • To filter based on activity date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for an activity that took place on August 27.
  • You can filter based on numeric fields to display partial matches. For example, if the pick control number includes 123, all activities that include 123 are included in the search results.

Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.

Perform a New Search

Select Search or Home above the page to return to the tab that displays the Search for Orders or Customers page.

Review Order Summary

Select Order Summary at the top of the page to advance to the Order Summary page for the current order.

Review or Work with Order Messages or Order Notes

Select Message at the top of the page to advance to the Messages page for the current order.

Review Refunds and Returns for the Order

Select Returns/Refunds at the top of the page to advance to Returns/Refunds page.

Review Invoices for the Order

Select Invoices at the top of the page to advance to the Invoices page.

Unlock the Order

Select Unlock Order above the page or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.

Note:

This option displays only if you have locked the order in the current session; it does not display if another user has locked the order. In this case, you can use the Unlock Order option if you have the required authority.

For more information: See Maintaining an Order for more information about locking and unlocking an order.

Fields on Order Activity

Purpose: The following information displays on the Order Activity page.

For more information:

Order Activity Page Title

Order Activity Table

The Order Activity table tracks the first 500 updates performed against the order.

Order activities first display in descending activity date and time sequence.

For each activity, the table displays the following fields: