Difference between revisions of "How do I View Order History?"
From Catalyst
(Bulk update) |
(Bulk update) |
||
| (5 intermediate revisions by 2 users not shown) | |||
| Line 4: | Line 4: | ||
== More Information == | == More Information == | ||
Once a purchase or sales order is completed it is moved into the order history and will not be visible from the normal order processing screen. | Once a purchase or sales order is completed it is moved into the order history and will not be visible from the normal order processing screen. | ||
| − | + | ||
| − | * From here you can complete as many of the fields as you require to | + | To view the history of these completed orders you may use the Order History screen or generate a report. |
| + | |||
| + | === Order History === | ||
| + | Go to {{Menu|{{SO}}|Order Reports|Order History Reports}} or {{Menu|{{PO}}|Order Reports|Order History Reports}}. | ||
| + | * From here you can complete as many of the fields as you require to narrow down the search. | ||
| + | |||
| + | {{Tip|text=If you wish to search through any of the notes attached to an order or the items on the order then you can enter this in the {{DataPrompt|Filter on}} field.}} | ||
| + | |||
* Once you have entered the necessary filters click {{Button|Start}}. | * Once you have entered the necessary filters click {{Button|Start}}. | ||
* The report will show you the details of each item that meets the filters you have entered, with the basic item details in the top half and the order information in the bottom half. | * The report will show you the details of each item that meets the filters you have entered, with the basic item details in the top half and the order information in the bottom half. | ||
* If any of the items on your order had notes attached to them you will see the {{DataPrompt|General Notes}} box is ticked at the bottom, either click on this or press {{KeyPress|C-F8}} to see these notes. | * If any of the items on your order had notes attached to them you will see the {{DataPrompt|General Notes}} box is ticked at the bottom, either click on this or press {{KeyPress|C-F8}} to see these notes. | ||
| + | |||
| + | === Order History (Current & Hist) === | ||
| + | Go to {{Menu|{{SO}}|Order Reports|Orders Report Generator}} or {{Menu|{{PO}}|Order Reports|Orders Report Generator}}. | ||
| + | * Enter {{DataValue|Order History}} and click {{Button|Search}}. | ||
| + | * Locate and select report {{DataValue|~HT - Order History (Current & Hist)}} | ||
| + | * Click {{Button|Start}}. | ||
| + | * Select the order type and any additional ranges then click {{Button|Start}}. | ||
| + | * Once on screen you may click {{Button|Print}} to output a copy of the report to your chosen printer. | ||
| + | |||
| + | {{Tip|text=You may also use this report to view current order details by leaving the date fields blank.}} | ||
== See also == | == See also == | ||
| − | * [[Creating a | + | * [[Creating a purchase order]] |
* [[Creating a Stock Sales Order]] | * [[Creating a Stock Sales Order]] | ||
* [[Processing a Purchase Order]] | * [[Processing a Purchase Order]] | ||
* [[Processing a Sales Order]] | * [[Processing a Sales Order]] | ||
| − | {{KB_Tags|order, history, archive, completed}} | + | {{KB_Tags|order, history, archive, completed, purchase order, sales order, complete order, old order, invoice number, grn}} |
| − | {{KB_OP}} | + | {{How}}{{KB_OP}} |
Latest revision as of 13:56, 8 July 2024
Contents
Summary
This article explains how to view the history of completed Sales and Purchase orders. This can be useful if you need to find when an item was delivered to a customer or the delivery note number attached to an order.
More Information
Once a purchase or sales order is completed it is moved into the order history and will not be visible from the normal order processing screen.
To view the history of these completed orders you may use the Order History screen or generate a report.
Order History
Go to " Sales Order Processing Order Reports Order History Reports" or " Purchase Order Processing Order Reports Order History Reports".
- From here you can complete as many of the fields as you require to narrow down the search.
 | If you wish to search through any of the notes attached to an order or the items on the order then you can enter this in the "Filter on" field. |
- Once you have entered the necessary filters click [Start].
- The report will show you the details of each item that meets the filters you have entered, with the basic item details in the top half and the order information in the bottom half.
- If any of the items on your order had notes attached to them you will see the "General Notes" box is ticked at the bottom, either click on this or press <Ctrl+F8> to see these notes.
Order History (Current & Hist)
Go to " Sales Order Processing Order Reports Orders Report Generator" or " Purchase Order Processing Order Reports Orders Report Generator".
- Enter 'Order History' and click [Search].
- Locate and select report '~HT - Order History (Current & Hist)'
- Click [Start].
- Select the order type and any additional ranges then click [Start].
- Once on screen you may click [Print] to output a copy of the report to your chosen printer.
| You may also use this report to view current order details by leaving the date fields blank. |
See also
- Creating a purchase order
- Creating a Stock Sales Order
- Processing a Purchase Order
- Processing a Sales Order
