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:

 

ordersummary_screen

 

Details displayed include the following:

 

       Bullet Document Type and Number

 

       Bullet Void        - Indicates that the document has been cancelled

 

       Bullet From         - The buying organisation that sent the document to you

 

       Bullet Dated - The stated date of the document

 

       Bullet Received - The date & time that the order document was received by the system.

 

       Bullet Excl.Tax - The total value of the document excluding tax and the currency of the document.

 

       Bullet Total - The total value of the document including tax and the currency of the document.

 

       Bullet 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.

 

       Bullet Comments - Any comments, notes and remarks associated with this document.

 

       Bullet 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)

 

Bullet 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)

 

       Bullet 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)

 

       Bullet Status icons:

 

               StatusAttention Usually, you need to take some action

               StatusWarn You may need to take some action

               StatusOK Usually, you do not need to take further action

 

       

From this page you can:

 

Do-it Click DocumentView to view more details of the Order in the Order View page

 

Do-it Click PrintPreview to view a printable representation of the Orderinvoice_create_button

 

Do-it Click DocumentVoid to mark the Order as Void

 

Do-it Click Order_Response_Create_Button to create an Order Response based on the existing Order

 

Do-it Click Fulfillment_Notification_Create_Button to create a Fulfillment Notification based on the existing Order

 

Do-it Click invoice_create_button   to create an Invoice based on the existing Order

 

Do-it Click changestatus 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'.