Audit Orders

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.

Detail

• 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

  • Open

    

    • 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