Overview
Once Orders are set in motion, it’s important to know how to check on statuses and review audit trails. The two best screens for this are Order Query/Change and the Order Shipping Inquiry. They each are good for checking different information.
Order Query / Change - (ORD>Order Query/Change) - Full Guide w/ Screenshots: New Order Entry
Header
Order Info - between Order Info and Comments Tab
Deposits tab - Shows Deposits entered on the Order, including an audit trail
Notes / Doc Notes tab - Shows notes and document notes entered for the order
Detail
Line Statuses - Under Misc tab, Cancelled, Complete, Invoiced quantities, and Status
Attached PO’s - Under PO Details Tab
Order Summary
Last Invoice - Bottom right of the screen
Order/Payment/Deposit Totals - Bottom right of the screen
Order Shipping Inquiry - (ORD>Order Shipping Inquiry) Full Guide w/ Screenshots: Order Shipping Inquiry
Header
Order Info
Detail
Shipments by item
PO’s
All Invoices
Not Shipped
RMA’s
Cancelled lines
Notes