Order Search

You can select the following order types:

• Invoiced Sales Orders
• Shipped Transfers
• Work Orders
• Open Credits
• Open Purchase Orders
• Open Transfer Pick-up's

The Invoiced tab will allow you to select invoiced orders, shipped transfers and work orders. The Open tab will allow you to select open credits, open purchase orders and the receiving transfer to handle transfer pick-ups. An open credit is defined as any order with total sales less than $0. If you want to select both invoiced orders and open orders, you can select the All option.

By default, the Include Work Orders option will not be checked. Once you enable that option, as well as any of the others for Include Transfers and Include PO's, the system will always remember your last used setting.

The start date and end date will default to today. You can edit the default date range by increasing the number of days on the Settings tab. To change the date, click in the date box and select a new date using the calendar. All orders that have a ship date within the start and end date range, matching the other criteria discussed below, will display. The only exception to this is when an order has been scheduled. If the order has a ship date within the date range but is scheduled for a day other than the route date, found in the upper right corner of the page, it will only display when you are building the route for the scheduled date. The route date defaults to your next business day. Likewise, if an order does not have a ship date within the date range but is scheduled for the route date, it will display.

Note: Only orders that have not already been placed on a manifest will be eligible for display.

By default, the ship-via search box will display the list of ship-via's defined for the last used ship-via template. You can choose a different template using the down arrow icon. If you want to add additional ship-via's when searching for orders, place your cursor in the ship-via box next to the last ship-via displayed and search for the additional ship-via's. Only orders that have one of the ship-via's listed will display.

Note: If you leave the ship-via field blank, only those orders with an "M" print status will display.

By default, the ship branch of the order must match the branch selected in the top-right corner in order for it to display in the search results. You can also set up a delivery branch override if the order is being delivered from a different branch. If the selected Route branch does not match the ship branch of an order but does match the delivery branch defined for the ship-via on the order, the order will display. Likewise, if the selected Route branch does match the ship branch of the order but there is a different delivery branch defined for the ship-via on the order, the order will not display for the selected Route branch.

Delivery branch overrides are defined at the ship via level. If an order has a ship via with a delivery branch override, that order will display in Route under the delivery branch override and not the ship branch.

You must run a program in Eterm to use the branch override feature. The program is not available in Solar. 

The program name is CBP NOVO.UD.SHIP.VIAS and can be run either from the program editor or by placing it on an Eclipse menu.

You can manually add any order to a route that does not match the above criteria if one of the following is true:

• the order has a different ship-via
• the order is $0
• the ticket is from a different ship branch. If the ship branch (or delivery branch) does not match the Route branch, the order will display with a warning prompt. To continue manually adding the order, select OK. To remove the order from the search section, select Remove.