The Order Summary |
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Overview
When you click on an order document in the Documents Document List, Tree or Search results, the details are displayed in the adjoining panel as shown below:
Details displayed include the following:
Document Type and Number
Void - Indicates that the document has been cancelled
From - The buying organisation that sent the document to you
Dated - The stated date of the document
Received - The date & time that the order document was received by the system.
Excl.Tax - The total value of the document excluding tax and the currency of the document.
Total - The total value of the document including tax and the currency of the document.
Related To - Any document from which this document was derived or which is derived
from this document. Clicking on the document number will cause the display to switch to that document.
Comments - Any comments, notes and remarks associated with this document.
Responded Whether an Order Response has been created either fully or partly for the Order
(Note - this will only be displayed if the sender of the Order has been set up to receive Order Responses)
Fulfilled - Whether a Fulfillment Notification has been created either fully or partly for the Order
(Note - this will only be displayed if the sender of the Order has been set up to receive Fulfillment Notifications)
Invoiced Whether an Invoice has been created either fully or partly for the Order
(Note - this will only be displayed if the sender of the Order has been set up to receive Invoices)
Status icons:
Usually, you need to take some action
You may need to take some action
Usually, you do not need to take further action
From this page you can:
Click
to view more details of the Order in the Order View page
Click
to view a printable representation of the Order
Click
to mark the Order as Void
Click
to create an Order Response based on the existing Order
Click
to create a Fulfillment Notification based on the existing Order
Click
to create an Invoice based on the existing Order
Click
to change the Invoiced status
NOTE: The Invoiced status is set by the Supplier Portal whenever an invoice linked to an order is raised or edited. It is possible, however, to override the automatic settings e.g. knowing that the remainder of a part-invoiced order will not be supplied, you may wish to set the status to 'Invoiced' so that the order is no longer classified as 'Awaiting Invoicing'.