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Order Inquiry


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Objectives
After this module, you should be able to do the
following:
Use the Pricing and Availability window
Use the Order Organizer
Use the Order Information Portal
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Agenda
Order Inquiry using the Pricing and Availability
window
Order Organizer
Order Information Portal
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Pricing and Availability
Answers frequent questions regarding
Price of item
Availability of item
Inquires on Price without creating sales order
Inquires on Availability without placing demand or
reservations
Automatically creates quote or sales order
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Inquire on Price without creating Sales
Order
With Pricing and Availability
View list price and selling price of item
View price breaks and price adjustments
Perform price checks
Price of an order line is not guaranteed
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Inquire on Availability
With Pricing and Availability
View item availability
View item information
View related item information
Quantity of an order line is not guaranteed
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Automatically create quote or sales order
from Price and Availability inquiry
With Pricing and Availability inquiry you can
Create Order (or Save as Quote)
Choose an order type
Open Sales Orders or Quote windows for the
ordered item
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Agenda
Order Inquiry using the Pricing and Availability
window
Order Organizer
Order Information Portal
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Use the Find Orders Form as a Search tool
Perform many activities from the Summary Form
The Navigator Tree allows quick access to groups of
orders
Folder File technology allows you to customize the
look and feel of your Order Organizer forms
View
Orders


Order
Lines
Order Organizer Overview
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Find Orders
Use Find Orders to respond to business needs
Find specific Orders by Customers PO
or Invoice Number
Find groups of orders by Type or Category
Optionally exclude closed or Cancelled orders
Use the Find Orders form to find
orders that need to go on hold or
Orders that need to be removed
from hold
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Summary Form
Perform Actions

Apply Holds
Cancel
Copy
Notifications
Progress Order
Release Holds
Mass Updates
View
Additional Information

Holds
Return Activity
Deliveries
Receivables
Internal Requisitions
Drop Ships
Quantity History
Open the Summary record to access the Sales Orders window
Orders
Order Lines
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Navigator Tree Functionality
Todays Orders


Search Results


Saved Queries


Personal Folders


Public Folders

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Folder Files
Personalize your Order Organizer
forms, then save as a new folders

Folders: Allow Customization

Save as Private or Public

Open as Default

Customize the Presentation

Open Existing Folder Definitions

Delete Folder Definitions

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Agenda
Order Inquiry using the Pricing and Availability
window
Order Organizer
Order Information Portal
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Order Information Portal
Self-service web application
View online information about:
Sales Orders
Delivery
Pricing
Invoice
Customer Service
Personalize pages for individual user
requirements
Used in a business-to-business or business- to-
customer environment

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Order Status Information
Simple and
Advanced Search
Drill down details
Additional information
such as Pricing, Shipping,
or Billing
Access to order
information
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Delivery Information
Simple and
Advanced Search
Delivery
Information
Shipping
Information
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Summary
In this module, you should have learned how to:
Use the Pricing and Availability window
Use the Order Organizer
Use the Order Information Portal