Viewing Order History in Web Commerce

Use the Order History page to view all transactions affecting your accounts receivable (A/R) balance. This page does not include bids or open orders. The initial view is from the beginning of your account to today.

When viewing order history, you can do any of the following:

View account and order history.
Search for a transaction.
View sales order details.
View cash receipt details.
View the A/R audit information for a transaction.
Copy items from a past order to your current order.

To view account and order history in web commerce:

From the My Account menu, select Order History to display the Order History page.

Each order contains the following information:

Field	Description
Reference #	The sales order number.
Br	The branch from which the order was placed.
Post Date	The date the transaction posted to your account.
Description	The transaction description, such as purchase order number for an order, or check number or cash for a payment.
Debit	The amount charged to your account.
Credit	The amount credited to your account.
Balance	The total running balance.

To view orders for a specific date range, enter the date range in the From and To fields.

For example, if you only want to view orders placed during September 2002, type 09/01/2002 in the From field and 09/30/2002 in the To field.

Click Get More Transactions.

To search for a transaction:

From the My Account menu, select Order History to display the Order History page.
In the search field at the bottom of the displayed orders table, enter one of the following:

Sales order number
Purchase order number
Release number

Note: You can also perform an advanced order search.

Click Go.

If one item is found, it opens. If more than one item is found, a list displays on the Order Search Results page. The Order Search Results page displays both open orders or bids that you have submitted, and orders that have been invoiced. If an order has been invoiced, it is listed by the order generation, for example. S123456.001. Click a listed item to display it.

To view sales order details:

From the My Account menu, select Order History to display the Order History page.
In the Reference # column, click a sales order transaction.

An Invoice Number page displays containing details about the order.

To view a cash receipt details:

From the My Account menu, select Order History to display the Order History page.
In the Reference # column, click a cash receipt transaction.

A View Deposits page displays details about the payment.

To view the A/R audit information for a transaction:

From the My Account menu, select Order History to display the Order History page.
In the Balance column, click a balance amount.

The Audit Information page displays A/R details including the posting date, discount date, and due date. The original amount and current balance display, as does aging information.

To copy items from a past order to your current order:

View a sales order transaction.
Click Copy Items to Current Order.