Order Search Results

The Order Search Results window displays all the Orders that match your criteria and includes many columns of detail.

Here you can access the shortcut menus to perform various functions (depending on the type and status of orders and your assigned permissions).

Filter - Standard filtering ability is available.

View Customer - Opens the customer window Orders tab. See Viewing a Customer.

View Order History - Opens the Order History window with order history details that can be filtered. See Viewing Order History.

View Journals - Opens up the Journals window for the order specified. From this window you can access the shortcut menu and Filter, Edit, View, Delete or Create a new Journal, Follow-up or Trouble Ticket. See Viewing Journal Entries, Follow-Ups, and Trouble Tickets.

View Errors - If there are errors for the order, the Errors for Order ## window opens with a list of errors. Left-click an error to see additional details in the bottom pane, or right-click to view details and to Filter or Clear Error if applicable. See Viewing Errors.

View Execution Plans - If there are Execution Plans for the order, you can view them. See Viewing Execution Plans.

View LSR Order - If there is an LSR Order (from a local provisioning company), you can view it.

View CSR PreOrder - If there is a CSR PreOrder (from a provisioning company), you can view it

Edit Order - Opens the Edit Order window where you can change the Order Type, Source Code, Sales Channel, Order State, and Estimated Completion Date. To add or edit line items you must use the Edit Order Wizard (by right-clicking the order from the customer window Orders tab). See Editing Orders/Order Line Items.

Resume Order - You can resume orders with a certain status.

• Right-click a saved POS order to open the Make Sale wizard and resume the order.

• Right-click a submitted POS or Customer Management order to open the Edit Order wizard and resume the order.

  Resubmit Order - Opens a Resubmit dialog where you can resubmit the order.

  Work Plans - Opens a sub menu:

• For Order: Opens the Work Plan Template library if there are no assigned work plans, or it opens an Edit Work Plan window for assigned plans.

• For Order Line items: Opens the Work Plans window for the order if there are assigned work plans

  Bulk Operations - After selecting multiple orders, Bulk Operations opens a sub menu to perform specific functions. See About Bulk Operations on Orders.

1. Select the appropriate type of orders to be worked on.

   • Use Select All or Deselect All to highlight orders, or

   • To select multiple non-contiguous orders, hold down while selecting.

   • To select multiple contiguous items, hold down while selecting.

2. Continue to hold the Shift or Ctrl key as you right-click and select Bulk Operations to view menu options such as resubmit, force complete, and cancel order line items.

   • You can also change the order state depending on the current state of the order.

See also:

Editing an Order Through the Wizard