The order detail screen provides various information about a single sales order. The actions that can be performed in the order detail screen are explained in the following tables.
View Icons | Description |
Alert | This icon takes you to the Order Alerts Screen screen where you can view the alerts for the order. |
Additional Attributes | This icon takes you to the More Order Attributes Screen screen where you can specify additional attributes for Identification, Shipping and Financials. |
Order Releases | This icon takes you to the Order Releases for Order Screen screen where you can view the list of order releases based on the release number, ship node and status. |
Work Orders | This icon takes you to the Work Orders Screen screen where you can view the related work orders associated with this sales order. |
Invoices | This icon takes you to the Order Invoices Screen screen to view the order invoices. |
Shipments | This icon takes you to the Order Shipment Items and Containers Screen screen where you can view the shipment and container details. |
Instructions | This icon lets you view the Order Instructions Screen screen where you can add, modify or delete the instructions for a order. |
Notes | This icon lets you view the Notes Screen where
you can add the notes for an order. If notes have been added, the Notes Check icon is displayed instead. |
Address | This icon takes you to the More Order Addresses Screen screen where you can add or modify forwarding address. |
Negotiations | Click this icon to go to the Order Negotiations Screen screen to view the list of order negotiations. |
Chained Orders | This icon lets you view the Types of Related Orders screen. For example you can view the Return Orders created from the order console by clicking this icon. |
Audit | This icon takes you to the Order Audits Screen screen where you can view the list of audits done for that order. |
Order Dates | This icon takes you to the Order Dates Screen screen to view the requested, expected and actual date type for the given order. |
Return Receipt History | This icon takes you to the Receiving Discrepancies Screen screen where you can record any discrepancies found when receiving an order. |
Actions | |
Schedule | You can schedule an order using this action. This action takes you to the Using Schedule Order screen where you can provide the necessary information to schedule the order. |
Release | You can release an order using this action. This action takes you to the Release Order Screen screen where you can provide information for releasing the order. |
View Holds | This action lets you view and manage order holds. For more information refer to View Holds Screen screen for field level descriptions of the screen. |
Cancel | This action enables you to cancel the sales order. It pops up a Modification Reason Screen screen to enter the reasons for cancellation. |
Confirm | This action lets you confirm the Draft orders. |
Create Return | This action enables you to create returns for the returnable order lines. This action takes you to the Returnable Order Lines Screen screen to create a return. |
Unschedule | This action unschedules a scheduled order. Upon selecting this action the screen refreshes and any order line that is in the schedule status in unscheduled. If an order cannot be unscheduled, an error reason is displayed. |
Add Delivery Request | This action takes you to the Add Delivery Request Screen screen where you can add the necessary delivery requests that are not associated with a product item. |
Associate Delivery Request | This action takes you to the Associate Delivery Request Screen screen where you can associate the necessary delivery requests with a product item. |
Add Service Request | This action lets you add stand alone (not associated with order lines) provided service items. Upon clicking this action you are taken to the Service Request Search By Item Screen screen where you can search for service requests to add as a stand alone service. |
Create Work Order | This action lets you create service work order for the order lines. Upon clicking this action you are taken to the Work Order Entry Screen screen where you can enter the relevant information for creating a work order. |
Copy Order | This action takes you to the Copy Order Screen screen where you can create a copy order for the sales order. |
Manage Special Services | This action takes you to the Special Services List screen where you can select special services for the carrier. |
Fields | |
Enterprise | The Enterprise associated with the order. |
Buyer | The Buyer organization that placed the order. This field can be edited if the order is in Draft Order Created status. In any other status, click this link to view the Organization Details Screen screen of the buyer. |
Seller | The Seller organization that is handling the order. This field can be edited if the order is in Draft Order Created status. In any other status, click this link to view the Organization Details Screen screen of the seller. |
Order # | The order number. |
Status | The current status of the order. Click this link to view the associated Order Status Breakup Screen screen. |
Order Date | The date the order was placed. |
Order Type | This field can be customized as needed. |
Carrier/Service | The carrier (such as UPS) and service (such as Ground or Next Day Air) for the order. |
Requested Delivery Date | The date on which the Buyer wants the order to be delivered. |
Exchange Type | Select the exchange type from the drop-down list. The option
of changing the type of an exchange is only available when the order
is in Draft Order Created status. Once the order
is confirmed, you are not able to edit this field. Note: This field is only displayed for exchange orders.
|
Created For Return # | The return order number for which the exchange was created.
Click on the hyperlink to see that return order. Note: This field is only displayed for exchange orders.
|
Document Type | The document type associated with the order. For example, Sales Order is a document type. |
View Icon | Description |
Address Details | Choose this icon to view or modify the Ship To addresses. For more information about the screen that is displayed, see the Modify Ship To Address Screen screen. |
Additional Questions | Choose this icon to view or modify answers to address questions
for this ship to address. If any questions have already been answered, a Additional Questions Check icon is displayed. For more information about the screen that is displayed, see the Questions screen. |
Permit Questions | Choose this icon to view or modify answers to permit questions
for this ship to address. If any questions have already been answered, a Permit Questions Check icon is displayed. For more information about the screen that is displayed, see the Questions screen. This icon is only available at the order level. |
The name and address of the person or organization where the order is shipped. |
View Icon | Description |
Address Details | Choose this icon to view or modify the Bill To addresses. For more information about the screen that is displayed, see the Organization Address Details Screen screen. |
The name and address of the person or organization being debited. |
View Icon | Description |
Charges and Taxes | This icon takes you to the Order Charge and Tax Summary Screen screen to view the summary of the order charges, discounts and their tax breakup. |
Fields | |
Line Sub-Total | The total of all of the line item totals. |
Total Charges | The total amount of extra charges for the order. For example, shipping, handling, and personalization charges. |
Total Tax | The total tax amount for the order. |
Total Discount | The total Discount amount that is being applied to the order. |
Grand Total | The final total, including all extra charges, taxes, and discounts. |
View Icons | Description |
Payment Types | This icon takes you to the Order Payment Information Screen screen where you can view the payment information for the selected payment rule. You can also add or create payment types, debit or credit memos in this screen. |
Payment Collection | This icon takes you to the Order Collection Details Screen screen where you can view the collection details for the order. |
Fields | |
Status | The order's payment status. |
Type | The Buyer's payment type, for example, credit card. If multiple payment types exist for the order, the word MULTIPLE is displayed. |
Authorized | The amount of credit that has been authorized. |
Collected | The amount of credit that has been collected. |
The view icons shown in the Order Detail Screen, Order Lines table appear along the side of each order line before the line number.
View Icons | Description |
Add Provided Service | Line has Service Requests that can be added - This icon identifies an order line that can be associated with one or more provided service requests. By clicking this icon, you can associate a provided service request with the order. For more information, refer to Add Service Requests Screen. |
Provided Item | Line Has Associated Service Request - This icon identifies an order line that has one or more service requests associated with it. By clicking this icon, you can view the provided service requests associated with the order. For more information, refer to Associated Service Requests Screen. |
Delivery Item | Delivery Request needs to be added - This icon identifies an order line that must be associated with a delivery request. By clicking this icon, you can view the delivery service requests that can be associated with the order. For more information, refer to Associate Delivery Request Screen. |
Work Orders | View Work Orders - This icon identifies an order line that has one or more work orders associated with it. By clicking this icon, you can view the work orders associated with this order. For more information, refer to Work Order Details. |
Chained Orders | Related Lines - This icon identifies an order line that is related to one or more other order lines. By clicking this icon, you can view the associated related order line's related order lines. For more information, refer to Viewing an Order Line's Chained Order Lines. |
Gift | This is a Gift Line - This icon identifies an order line that is a gift. |
Instructions | Instructions - This icon identifies an order line that has one or more instructions associated with it. By clicking this icon, you can view the order line's instructions. For more information, refer to Order Line Instructions Screen. |
Kit Components | Kit Components and Bundles - This icon identifies an order line item that is a kit or a bundle. By clicking this icon, you can view the order line's kit components or bundle components. For more information about kits, see Kit Components Screen. For more information about bundles, see Bundle Components Screen. |
Dependent Child | Dependent Child - This icon identifies the child order line in an order line dependency. By clicking this icon, you can view the order line's dependency. For more information, refer to View Dependency Screen. |
Dependent Parent | Dependent Parent - This icon identifies the parent order line in an order line dependency. By clicking this icon, you can view the order line's dependency. For more information, refer to View Dependency Screen. |
Actions | |
View Details | This action takes you to the Order Line Detail Screen screen for the selected order lines. |
View Instructions | This action takes you to the Order Line Instructions Screen screen to view the instructions for each order line. |
View Kit Components | This action takes you to the Kit Components Screen screen where you can view the kits that are associated with the product line. |
View Audits | This action takes you to the Order Line Audits Screen screen which stores the audit information for the selected order line. |
Line Availability | This action takes you to the Line Availability Screen screen where you can view the product availability and the expected ship date. |
Remove Line | This action lets you remove order lines that are in the Draft status. Select the order lines that you want to remove and click this action. An alert screen pops up to confirm the removal of the order line. |
Create Dependency | This action lets you create dependency between two order lines. For more information refer to Create Dependency Screen. |
Substitute Item | This action takes you to the Item Substitution Screen screen where you can add substitute items for the selected product line. |
Unschedule Line | This action unschedules the selected order lines. |
Associate Service Requests | This action takes you to the Add Service Requests Screen screen where you can associated service requests for the selected order lines. |
View Associated Services | This action takes you to the Associated Service Requests Screen screen where you can view the associated service requests for the selected product lines. |
Add Logical Kit | This action lets you add a logical kit line in the order. For more information refer to Add Kit Line Screen screen. |
View Availability Notes | This action takes you to the View Availability Notes Screen screen. |
Fields | |
Line | The order line number. |
Item ID | The item ID. |
PC | The item classification such as first quality, second quality, or finished good. |
UOM | The item's unit of measurement. |
Description | A description of the item. |
Recv Node | The node that is receiving the order line. |
Ship Node | The node that is shipping the order line. |
Delivery Date | The date by which the item should be delivered. |
Line Qty | The quantity of the line item. Entering 0 indicates a quantity of zero. Leaving this field blank indicates you want to ignore the line. |
Amount | The amount the Buyer is charged for the line. |
Status | The current status of the order line. |
You can view the service and delivery requests associated with the product line in this screen. The view icons shown in the Order Detail Screen, Service Requests and the Order Detail Screen, Delivery Request tables appear along side of each service request before the line number.
View Icons | Description |
Work Orders | View Work Orders - This icon identifies the work orders associated with the service request. For more information, refer to Work Order Details. |
Instructions | Instructions - This icon identifies one or more instructions associated with the service request. For more information, refer to Service Request Instructions Screen. |
Chained Orders | Related Lines - This icon lets you view the Types of Related Orders screen. For example you can view the Return Orders created from the order console by clicking this icon. |
Actions | |
View Details | This action takes you to the Service Request Details Screen screen for the selected service request. |
View Instructions | This screen takes you to the Service Request Instructions Screen screen where you can create, modify or delete instructions for the order. |
Cancel | This action lets you cancel the selected service requests. A modification reason screen pops up, after you enter the reason code and press OK, the service request is cancelled. |
Remove | This action lets you remove service requests when they are in the Draft Status. |
Fields | |
Line | The order's line. Click this link to view the Service Request Details Screen screen. |
Item ID | The service item's ID. |
Ship Node | The node from which this service is carried out. |
Description | The description of the service. |
Appointment | The date and time of the service. |
Amount | The amount of the service. |
Status | The status of the service line. Click this link to view the Service Request Status Breakup Screen screen. |
Line Quantity | The quantity used to measure the service. For a service that is not associated to a product, this quantity can be changed by entering a new value and clicking Save. |
View Icons | Description |
Work Orders | View Work Orders - This icon identifies the work orders associated with the delivery request. For more information, refer to Work Order Details. |
Instructions | Instructions - This icon identifies one or more instructions associated with the delivery request. For more information, refer to Delivery Request Instructions Screen. |
Chained Orders | Related Lines - This icon lets you view the Types of Related Orders screen. For example you can view the Return Orders created from the order console by clicking this icon. |
Actions | |
View Details | This action takes you to the Delivery Request Details Screen screen for the selected delivery request. |
View Instructions | This screen takes you to the Delivery Request Instructions Screen screen where you can create, modify or delete instructions for the delivery request. |
Cancel | This action lets you cancel the selected delivery requests. A modification reason screen pops up, after you enter the reason code and press OK, the delivery request is cancelled. |
Add Line | This action takes you to the Additional Product Lines Screen screen where you can associate additional product lines to the delivery service. |
Remove | This action lets you remove delivery requests when they are in the Draft Status. |
Fields | |
Line | The order's line. Click this link to view the Delivery Request Details Screen screen. |
Item ID | The delivery item's ID. |
Ship Node | The node from which this delivery is carried out. |
Description | The description of the delivery. |
Appointment | The date and time of the delivery. |
Line Quantity | The quantity on the delivery line. For a delivery item not associated to a product, this quantity can be changed by entering a new value and clicking Save. |
Amount | The amount of the delivery. |
Status | The status of the delivery line. |