Viewing contract order lists

By viewing contract order lists, account managers can effectively manage customer relationships, optimize order fulfillment, and improve forecasting and planning.

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. Under Account, select the account that you want to view the contract order list for from the drop-down menu.
  5. Configure the table to display the fields that you want to see as follows.
    1. Click the cog icon.
    2. Under Available fields, select the fields that you want to see.
    3. Under Selected fields, click and drag the grab icon to position the fields in the order that you want to view them.
    4. Click Apply.

Results

You see the contract orders for the customer account that is broken down into three categories: unconfirmed, confirmed, and completed.
Unconfirmed contract orders
Unconfirmed contract orders are contract orders that are being proposed or still being negotiated, but not confirmed yet. By default you see the contract order name and status, total number of order lines, estimated value, and start and end dates. To see the contract order details, click the contract number.
Confirmed contract orders
Confirmed contract orders are contract orders that are accepted and are being fulfilled. By default, you see the contract name and status, total number of order lines, estimated value, fulfilled and total quantity of the items in the order, and start and end dates. To see the contract order details, click the contract number.
Completed contract orders
Completed contract orders are contract orders that are either completed or closed. By default, you see the contract order name and status, total number of order lines, estimated value, and start and end dates. To see the contract order details, click the contract number.

You can more efficiently search and refine the list of contracts by filtering the data. You can add, edit, remove, and save your filter criteria. For more information, see Filtering data.