From the Orders screen, you can search and filter orders and plans, create new orders or plans, or import orders or plans.
Use the search box to search orders and plans.
You can choose the columns that appear.
Column | Description | ||||||||||||||||
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Create Date | Date the order was created. | ||||||||||||||||
External Order Id | A unique identifier for the order used by an external financial system (e.g., such as the campus financial system). | ||||||||||||||||
Items | Number of items in the order. | ||||||||||||||||
Order Name | The name of the order. Click the Order Name to edit the order. For details, see View and edit an order. | ||||||||||||||||
Order # (number) | Number assigned by system when the order was created. Click the Order # to edit the order. For details, see View and edit an order. | ||||||||||||||||
Order Type |
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Place Date | Date the order was placed. | ||||||||||||||||
Status |
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Total | The total cost of the order or plan. | ||||||||||||||||
Vendor | The vendor you ordered the items from. | ||||||||||||||||
Vendor Order # (number) | (Optional) Number assigned by vendor. Follow local practice. |
Orders and plans can be filtered using the filters at the top of the page.
You can choose the filters that appear. All filters appear, by default. Selected filters have a check mark next to their name.
Field | Description | ||||||||||||||||
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Items: (All) | Enter the number of items in an order. Only orders with this number of items or higher are shown. | ||||||||||||||||
Status |
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Order Type |
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Total: (All) | Enter the total amount of an order. Only orders of this amount or higher are shown. | ||||||||||||||||
Vendor | To search for a vendor, enter the vendor name in the search box. |