Order Details tab

The Details page provides billing, shipping, and charge information about a single sales order.

Order level actions

The following actions are available from the Actions menu. Some actions might not be displayed or might return an error because the action is either controlled by user group permissions or by modification rules. For more information, see Administering user group permissions and Defining modification rules.

Note: Once you complete all of the actions, click the global Save button to save the changes. A modification reason modal is displayed on the screen. Select the Reason code (optional) from the list, enter the Reason text (optional), and click Ok. Order Hub tracks all of the changes., however, pending changes or auto saved changes do not occur unless you click Save.
Description of the order level actions.
Action Description
Confirm Confirm a draft order.
Schedule Schedule the order. For more information, see Scheduling or unscheduling orders
Unschedule Unschedules a scheduled order.
Release Releases the order to the node.
Place order hold Add a hold to the order. For more information, see Placing orders on hold.
Record/report receipt For inbound orders, perform associated actions to receive the return. For more information, see Creating a report/record receipt.
Cancel order Cancel the order. For more information, see Canceling orders.
Add service request Add stand-alone (not associated with order lines) provided services. For more information, see Adding service requests.
Add delivery request Add a delivery services. For more information, see Adding delivery requests.
Create work order If a service exists on the order, you can create a service work order. For more information, see Creating a work order.
Copy order Creates a draft order with the same order lines as the current order. For more information, see Copying an order.
Manage special services Add or remove different carrier special services. For more information, see Managing special services.
Create shipment from lines Manually create a shipment in your system for shipments (ASNs) that arrive from fax, e-mail, telephone, or for trailers that arrive with no prior notice.

Order summary

Description of the order summary section.
Field Description
Order # The order number.
Enterprise The enterprise that is associated with the order.
Buyer The Buyer organization that placed the order.
Seller The Seller organization that is handling the order.
Order status The current status of the order.

For a list of default statuses, see Order fulfillment: statuses.
Order date The date that the order was placed.
Order type Customized value.
Carrier/Service The carrier (such as UPS) and service (such as Ground or Next Day Air) for the order.
Requested ship date The date on which the Buyer wants the order to be shipped.
Created for return # The return order number for which the exchange was created.
Note: This field is only displayed for exchange orders.
Document type The document type associated with the order. For example, Sales Order is a document type.
Channel The channel where the order was placed.

Bill to

The name and address of the person or organization that must pay the bill. If the order ID is associated with a customer ID, then you can select the address that is saved to the user profile. To update the billing address click the extended menu ( Extended menu icon that looks like three dots in a vertical line).
Note:
  • Some actions may be enabled or disabled when making changes to an order. Actions are enabled based on the order status and resource permissions you have.
  • The changes to the order details is not saved permanently to the order unless you click the Save button in the order details page. You can make modifications to the order using Actions button after saving the changes, however these actions cannot be reversed.
Description of the Bill to extended menu.
Field Description
First name The first name.
Middle name The middle name.
Last name The surname.
Company The company.
Day time phone The day time phone number.
Evening phone The evening phone number.
Mobile phone The mobile phone number.
Fax The fax number.
Email The email address.
Address lines The address line.s
City The city.
State The state.
Postal code The postal code.
Country/Region The country or region.

Ship to

The recipient and destination of the order. If the order ID is associated with a customer ID, then you can select the address that is saved to the user profile. To update the shipping address click the extended menu ( Extended menu icon that looks like three dots in a vertical line).
Description of Ship to extended menu.
Field Description
First name The vendor's first name.
Last name The vendor's last name.
Day time phone The vendor's day time phone number.
Evening phone The vendor's evening time phone number.
Mobile phone The vendor's mobile number.
Fax The fax number.
Email The vendor's email address.
Company The company name of the vendor.
Address lines The ship to address lines.
City The city where the service has to be performed.
State The state to which the city belongs to.
Postal code The postal code of the city.
Country/Region The country or region where the service must be performed.

Charges

The total charges of the order.
Description of the Charges section
Field Description
Line sub total The subtotal of all lines combined.
Total charges The total of all charges at the order line level.
Total tax The total tax amount.
Total discount The total discount amount.
Grand total charges The grand total.
Click the View details link to update the charges and taxes of the order. For more information, refer to Modifying charges and taxes.

Payment

Payment information related to the order.
Description of the Payment information.
Field Description
Status The status of the payment transaction. Statuses can be one of the following states:
  • Awaiting Authorization - Waiting for a third-party payment processing application to authorize the Buyer's payment method before the order can move any further through the pipeline.
  • Awaiting Payment Information - Waiting for a third-party payment processing application to receive the Buyer's payment information before the order can be authorized.
  • Authorized - The third party payment processing application has authorized the Buyer's payment method and the order continues through the pipeline.
  • Authorization Failed - The third-party payment processing application did not authorize the Buyer's payment method and manual intervention is needed.
  • Invoiced - An invoice was created and distributed to the necessary parties.
  • Failed Charge - A problem occurred when payment collection was attempted and manual intervention is needed.
  • Hold - For some reason the order must be put on hold until a payment issue is resolved.
  • Paid - The settlement was received and the order can be closed.
  • Not Applicable - Payment status is not applicable. For example, if the order is a draft order.
Type The payment type.
Authorized The amount that was authorized to collect with this payment type.
Collected The amount of the order that was not collected against this payment type.
Click the View details link to update the payment information of the order. For more information, refer to Adding payment information.

Order lines

The order details page displays the order line details.

If the order has more than 100 order lines the table will be empty. Click Load order lines to load the data. The system loads lines up to the maximum number of lines that was configured in the Display settings page. For more information on configuring Order Hub settings, see Configuring settings.

If the full list is not displayed, you will see a message below the table showing the total number of order lines. Click the arrow to page down through the order lines. All of the displayed columns are searchable except delivery date, status, and open quantity. Search matches are highlighted in the table.

Click Add line + to add a new order line.

Field descriptions.
Field Description
Item ID The item ID.
Item description The item description
Product class The product class
Unit of measure The unit of measure
Master catalog ID The master catalog ID.
GTIN The GTIN code.
Used as container for packaging Select the checkbox if this item is to be used as a container for packaging.

Select the product from the list and click Add lines to add the product. Click the over flow menu ( Extended menu icon that looks like three dots in a vertical line) to view details, reassign pending order release, and to remove order lines. For more information on reassigning pending order, refer to Reassigning pending order releases from the order details page.

Service and Delivery requests

Description of fields.
Field Description
Line number The request line number. Click the line number to view the Request Details tab.
Item description The request item description.
Item ID The request item ID.
Ship node The node to handle the provided service or delivery service.
Appointment The appointment date and time for the request.
Amount The monetary charge for the service that is associated with the request.
Status The status of the request.