Customer Items List
Overview: Use the Items tab at the Customer page to review the items ordered by the customer, advance to an order that includes a listed item, or check item availability.
You can use this page to update the customer’s information, as described for the Customer.
How to display: Select the Items option on the Customer page.
When you first advance to this page, it displays items ordered in ascending date sequence (older to newer).
For more information:
- Customer Items List Options for step-by-step instructions on the actions you can perform at the Customer Items List page.
- Fields on Customer Items List for a description of the fields on the Customer Items List page.
Customer Items List Options
Purpose: You can perform the following actions at the Customer Items List page.
- Display Item Information
- Select an Order for Review
- Check Inventory for an Item
- Return to the Order List Results
For more information:
- Customer Items List for an overview of the Customer Items List page.
- Fields on Customer Items List for a description of the fields on the Customer Items List page.
Display Item Information
Click a displayed item to open the Item Information Link for the item. The item code is a link only if item information has been defined for the item. Note that the item information icon is not displayed.
Select an Order for Review
In the Items table, select an Order Number link to advance to the Order Summary page for the order.
Note:
A link is not available if the order’s status is Error or Suspended.Check Inventory for an Item
Select Check Item Availability for an item. The Check Item Availability option is available only for order lines whose status is Open, Held, Soldout, or Express Bill.
- If the Use Merchandise Locator (I38) system control value is unselected, or if the Use Merchandise Locator (I38) system control value is selected but the item is not eligible for merchandise locator, you advance to the Inventory Information window.
- If the Use Merchandise Locator (I38) system control value is selected and the item is eligible for merchandise locator, you advance to the Inventory Information(Merchandise Locator) window.
- For set items, the Check Item Availability option is available for the set component item and not the main set item.
Return to the Order List Results
Select the Orders tab to return to the Customer page.
Fields on Customer Items List
Purpose: The following information displays on the Customer Items List page on the Items table.
The Items table displays the first 15 items that the customer has previously ordered. For each customer purchase history record, the system displays the following fields.
Note:
The Items table does not include items on order lines that are in a Quote, Suspended, or Purged status.- Ordered Date
- Item Description (the Item ID is to the right in parentheses): An item may display more than once for the same order if more than one item was purchased for a different price or on a different order line, or if the item contains SKU’s and more than one SKU of the item was purchased.
- SKU Description: Displayed below the item description and ID if the item has SKUs.
- Status (Purchase Status): The table does not display order lines that are in a Quote, Suspended, or Purged status.
- Unit Price
- Order Number: Provides a link to the Order Summary page for the order.
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Item Availability:
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If the Use Merchandise Locator (I38) system control value is unselected, or if the Use Merchandise Locator (I38) system control value is selected but the item is not eligible for merchandise locator, you advance to the Item Availability window.
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If the Use Merchandise Locator (I38) system control value is selected and the item is eligible for merchandise locator, you advance to the Item Availability (Merchandise Locator) window.
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Note:
- For set items, the Item Availability option is available for the set component item and not the main set item.
- In Order Summary and Customer Items List pages, the Check Item Availability option is available only for order lines whose status is Open, Held, Soldout, Suspended, or Express Bill. It is not available for orders in Error status.
For more information:
- Customer Items List for an overview of the Customer Items List page.
- Customer Items List Options for step-by-step instructions on the actions you can perform on the Customer Items List page.