On the Sales Order (SO) – Manage Existing Order screen, enter the order number in the Order Number field, either underneath the Customer Service Inquiry tab or within the grid as highlighted below.
Delete the Order Type, the field next to the order number, and an asterisk * will automatically populate the field.
Click FIND or the magnifying glass.
The order will appear in the record below:
Search by PO Number
On the Sales Order (SO) – Manage Existing Order screen, enter the PO number in the Customer PO field as highlighted below. Note: The PO number can be entered in two locations.
Delete the Order Type, the field next to the order number, and an asterisk * will automatically populate the field.
Click FIND or the magnifying glass.
The order will appear in the record below:
Search by Bill/Ship-to
On the Sales Order (SO) – Manage Existing Order screen, enter either the Sold to number (Bill-to) or the Ship to number field as highlighted below.
Delete the Order Type, the field next to the order number, and an asterisk * will automatically populate the field.
Click FIND or the magnifying glass.
All orders containing that Bill-to or Ship-to will result in the record field as shown below.
The most recent orders will appear at the top of the record field.
To narrow your search criteria, use the following combination of filters:
An item number from order
PO number
Order Date range
Enter an item number from the order as highlighted below. Note: This information can be entered in two locations.
Item number is shown as 2nd item number in the grid.
Enter an Order Date as shown in the grid below:
You can use the < or > symbols to obtain a date range for the order.
< and the date will show all orders less than the specified date.
> and the date will show all orders greater than the specified date.
Enter a PO number from the order if known.
Click FIND or the magnifying glass.
The order will appear in the record below:
You can click on the order number within the grid, to open the order.
Search by Order Type
If you know what order type you are searching for, you can enter that information into the Order Type field. Note: This information can be entered in two locations.
Order Types include: SO, WB, SB, RL, CB, CN
Click FIND or the magnifying glass.
Search by Original Order
There are times you will have to use the Original Order field to search, these include:
Orders converted from a quote and only the quote number is known
Orders converted from a TBN and only the SB number is known
Replacements or Credits and only the original order number is known
On the Sales Order (SO) – Manage Existing Order screen, enter the quote number referenced by the customer and enter SQ in the Original Order Type field as highlighted below:
Click FIND or the magnifying glass.
Scroll back to the left to view the order number that is associated with the sales quote.
Search by Redeemed Control #
Plug in the control the number starting with “LC” in the Customer PO field
Click FIND or the magnifying glass.
Any parent items, component items, and tracking number under that control # will be displayed.
