Viewing contract order details

As an account manager, having visibility into contract order details is crucial. By viewing and analyzing contract order details, account managers can respond quickly to customer inquiries and proactively address issues. Account managers can use the data to optimize their workflow by streamlining order processing. Account managers can also analyze a customer's purchasing behavior to identify trends and patterns that can lead to revenue growth opportunities.

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. Click the contract order number that you want to view the details for.

Results

You see a dashboard that has the contract order details for the contract order that you selected. The dashboard has three charts that you can view: contract order summary, contract order standing, and upcoming delivery schedules.
Contract order summary
Contract order summary displays the buyer name, contract order status, creation date, start and end dates, number of release sales orders, and unfulfilled order value by default. You can modify how the data is displayed by clicking the cog icon. Select the fields that you want to view. Then reorder the list by clicking the grip icon and dragging the item to where in the lineup that you want to see the data. You can also expand or contract the entire section by clicking the up or down arrow.
Contract order standing
Contract order standing shows the total number of order lines, how many order lines are less than 25% fulfilled, and how many order lines are less that 50% fulfilled. The chart also shows the estimated values or volumes for all contract orders. You can click the value or volume icon to toggle between the two units of measure. The chart also shows the proportion of all contract orders that are fulfilled, invoiced, and paid.
Upcoming delivery schedules
The upcoming delivery chart shows the deliveries that are not converted to sales orders yet that are coming up soon. The upcoming delivery schedules list is a result of the recurring schedules that you set. The table is sorted with the closest delivery dates to the current date first. The table shows the Item ID, Quantity, Unit price, Requested delivery date, and Order date.
Sales orders for contract order number
The sales orders table shows the sales orders that correspond to the contract order that you selected to view. The table does not include draft sales orders. To view draft sales orders, click the flyout menu and select Sales orders. You can view active sales orders or shipped and cancelled sales orders by selecting the respective tabs. The Shipped and cancelled table shows the Sales order number, Status, Estimated value, and Fulfilled value. The Active table also shows Expected ship date and Expected delivery date. You can customize the table layout to also show Order lines, Order date, and Hold status. You can filter the list to view specific sales orders based on the criteria that you selected. You can also view the sales order details page for an item by clicking a sales order number.