This menu item provides searching capabilities on previous POS and JD Edwards orders by either the order number or customer number.  Additionally, date range, order type, company, and product number may be used to search. The Order Number, Customer Reference, Order Status, Order Date, and Product Total will be displayed for each record found during order search.  Order search results may be sorted in ascending/descending order on order number, or order total. To view the details of an order simply press the Details icon.  You can also print/reprint an order by selecting the order and pressing the Print icon.

Remember that search results can be impacted by Management Console configuration.  For example the order search document type restrictions and the AR companies settings.

Order Details

When the Details icon is press you will be redirected to the Order Detail screen.  The Order Number, Customer, Order Date, Currency, Order Notes and Totals will be displayed in the upper portion of the screen.  The product details and shipment details will show on the lower portion of the screen.  The Product Number, Description, Quantity, Return Quantity, Line Status, and Price will be displayed as well.  From the Order Details screen you may use the Current Document Options drop-down to Modify Order, Re-Print Order, Duplicate Order, Convert to Quote or Add Selected to New Order.  Each of these options will be explored below.

Modify Order

Before you can modify an order it must meet certain criteria.  For example, the document type must be set to allow modification, the max editable status must not be exceeded, and the user must have modify permissions.  However, if an order qualifies for modification the Modify Order option will be available. Once the Modify option has been selected the order will be loaded into the cart.  Within the cart you may choose to edit product quantities, product pricing (based on permissions), order shipping, and/or tender options.

Re-Print Order

There may be times when the customer loses their sales confirmation, your printer jams, or the sales confirmation is not readable for whatever reason.  In these cases you may choose to re-print the confirmation. Simply locate the order in the Order Search screen and choose the Print action (you may also use the Re-Print document option from the Order Detail page).  The order confirmation will print again as seen below.  Please note the confirmation notes that this is a "***** Copy ******"

Duplicate Order

If a customer wishes to order the exact same products as they have on a previous visit you may choose to duplicate the order versus re-keying it manually.  To duplicate an order first locate the order in Order Search.  Next, go to the Order Details page and choose the Duplicate Order document option.  Once this is done the bill to and product information from the original order will be added to the new order. Please note other information such as shipping, discounts, and price overrides will not be duplicated in the new order. Once the new order is created process the tender and press Place Order.

Convert to Quote

If a customer wishes to take the selected products from the selected order and request a new quote you may choose to Convert to Quote.  The products will be added to the quote cart.  You may add additional products to the quote cart or perform other desired edits before saving the quote for processing.

Add Selection to New Order

If there are some products from an order you wish to use to create a new order, but you do not want to copy (duplicate) the entire order you can use the Add Selection to New Order feature.  Please note that the document option to Add Selection to New Order is not enabled when there a no lines selected.  You must choose at least one line from the order to enable this option.  Once this option is selected the billing information and chosen products from the selected order will be used to create a new order.  Please note information such as shipping, discounts, and price overrides are not copied into the new order. Once the new order is created and the selected products are seen in the cart you can edit the customer, shipping information, quantities, etc as needed. Once you have entered all necessary information enter the tender for the order and press Place Order.