Using the Remote Order Entry Queue

Use the Remote Order Entry Review Queue to track the orders your customers have placed remotely through Web Commerce, Web Integration, BC-XML, Auto Order, or Remote Data Collection (RDC).

Note: Auto Order includes orders created through the Pass Through Direct process automatically with products defined through Virtual Supplier.

To display summary information for this queue at all times, add a Remote Order Entry Review Queue widget to the Solar Eclipse main window. For more information about widgets, see Widgets and Menu Shortcuts Overview.

Note: You can review both sales orders and purchase orders. The queues work the same.

To review remote order entries:

Do one of the following:
To review sales orders, from the Orders > Queues menu, select Remote Order Entry Review to display the Remote Order Entry Review Queue window.
To review purchase orders, from the Purchasing > Queues menu, select Remote Order Entry Review Queue to display the Remote Purchase Order Entry Review Queue window.

Use the following fields to filter the review queue to display the information you need:

Field	Description
Branch/Terr/All	Enter the branches or territories for which you want to review remote orders. Enter ALL to review orders for all branches and territories.
Customer / Vendor	Specify a customer for which to review remote orders, or leave the field blank to list order for all customers. Note: For purchase orders, this is a Vendor field.
Order Type	Enter the type of remote order you want to display.
Sales Source	Enter the sales source for which you want to view remote orders, such as Inside Sales or Auto Order.
User ID	Enter the user ID of the employee who is assigned to monitor the orders, or leave the field blank to list all orders.
Status	Enter an order status to only review remote orders with that status, or leave blank to list orders with any status.
Quote Status	Enter the quote for which you want to limit the display, such as In Process.
Start Date	Define the date parameters to limit the display to only those orders that were created during that time.
End Date

Click Update to list orders that match your criteria.
For each order that displays, review the following fields:

Column	Description
Branch	The branch at which the order was created.
Order#	A letter followed by a series of unique numbers that identifies the order.
Date Ordered	The date on which the order was opened.
Time	Time at which the order was created or the transaction was completed.
Bill-To Customer	The name of the individual or company that pays for the order. Note: For purchase orders, this is the Remit-To Vendor column.
Ship-To Customer	The customer to which the order is shipped. Note: For purchase orders, this is the Ship-From Vendor column.
Status	The current shipment status of the order.
Order Value	The total price of the items on the order.
Order Type	The method used to enter the order; for example, ROE.
Error	Identifies any errors that occurred.

Use the View Manager to display additional fields:

Column	Description
Required Date	The required date of the order.
Writer	The writer of the order regardless of order type.
Customer PO	The customer purchase order number.
Sales Source	The sales source of the order, such as Inside Sales. Note: Sales Sources are view only unless you have the Disable Edit Ability of Sales Sourcecontrol maintenance record set to Yes and users have the SOE.SALES.SOURCE.EDIT authorization key assigned.

Use the following menu options, depending on what actions you want to take.

To...	Use this menu option...
open a selected order for viewing	Order > View Order The order's Body tab displays in view-only mode.
open a selected order for editing	Order > Edit Order The order's Body tab displays in edit mode.
remove the order from the queue that the cursor is on	Edit > Clear Current Order Select the order and then access the menu option to remove the order from the queue.
correct processing errors for a selected order	Edit > Error Detail The Error Detail window displays. The system lists each error separately. Select an error and do one of the following things: From the Order menu, select View Order. The order opens in view-only mode. From the Order menu, select Edit Order. The order opens in edit mode. From the File menu, select Clear Review to remove the order from the list.
remove all orders that do not have associated errors from the queue	Edit > Clear Orders w/o Errors All error-free orders are cleared from the window. When prompted, confirm that you want to clear all the orders that do not have errors.

Exit the window.