Viewing delivery schedules for contract orders

You can view all planned or recurring delivery schedules for a contract order. Viewing this list helps you set accurate expectations, communicate proactively with customers, and identify timing issues or opportunities that support stronger account management.

Procedure

  1. Log in to Order Hub.
  2. From the main menu, select Dashboards > Account.
  3. Click the flyout menu icon and select Contract orders.
  4. In the Account section, from the drop-down menu, select the account for which you want to view the delivery schedules.
  5. Select the Active tab.
  6. Click the contract order number for which you want to view the delivery schedules.
  7. View the delivery schedule list by clicking the flyout menu icon, selecting Delivery schedules, and then continuing with step 12.
  8. As an alternative, specify how you want to view delivery schedule lists for a contract order number, click the contract order number and from the Showing schedules summarized by field, select an option from the drop-down menu.
    You can view delivery schedule lists by using any of the following options.
    • Ship to address and recurrence plan name (default)
    • Ship to address
    • Recurrence plan name

    If you include the ship to address in your criteria, to view the ship to details and contact information, hover over the ship to address. If the contract order has delivery schedules that are associated with it, the Schedules column displays a View action.

  9. To view the delivery schedule list for a contract order based on your criteria, in the Schedules column, click View.
    The system displays the delivery schedule list in an expanded inner table that is summarized by the criteria that you select. You can also view delivery schedule lists for other contract orders at the same time by clicking View for other contract orders. To collapse the delivery schedule list for a contract order, click View again.
  10. To view the delivery schedule lists by other criteria, from the Showing schedules summarized by field, select a different option from the drop-down menu.
    If you have more than three inner tables extended, when you change the summary view, the system only updates the top three tables and collapses the remaining inner tables.
  11. To view the summary of schedules based on the selected criteria, from the Schedules column, click the number of schedules. The system displays the criteria that you use to filter the list by in the header. From this page, you can complete the following actions: edit, pause, delete, or create a new schedule from an existing one.
  12. To view the recurring schedule details, from the Schedule name column, click the number of schedules.

Results

The system displays the View recurring schedule page for the contract order that you select. You can edit the recurring schedule from the View recurring schedule page.