Order

Form ID: (SP504000)

Who uses this form: An authorized portal user of a company using the Modern Customer Portal.

On this form, you can view detailed information about the selected order. The form displays a consolidated summary of the order, including its status, dates, shipments, payments, addresses, ordered items, and totals. The system copies these settings from the Review Order (SP504004) form when you submit the order. All information on the form is read-only. You can print the order, cancel it, or copy it to the cart to create another order based on it.

This form opens when you click an order link on the Orders (SP504010) form.

This form is available only if both of the following conditions are met for the portal owner:

The Modern Customer Portal feature is enabled on the Enable/Disable Features (CS100000) form.
The portal has the B2B Ordering check box selected on the General tab of the Portals (SP701000) form.

Form Toolbar

The form toolbar includes the buttons described below.


Button	Description
Print Order	Opens a printable version of the order. .
Copy Order to Cart	Copies the order details to the cart so that you can create an order based on the selected order. After you click this button, the Cart (SP504003) form opens, and you can proceed with placing the new order. If the cart already contains items, these items remain.
Cancel Order	Cancels the order. This button is available only if the order has not been completed or canceled.

Summary Area

Table 1. Order Information SectionThis section contains the basic order information.
Element	Description
Order Nbr.	The order’s number.
Date	The date when the order was created.
Delivery Date	The scheduled delivery date of the order.
Status	The status of the order, which the system assigns based on user actions.
Customer Order Nbr.	The order number your company entered when the order was created. This element is shown only if a number has been specified.
Description	The description of the order. This element is shown only if a description has been specified.

Table 2. Shipments SectionThis section shows a tile for each shipment used to fulfill the sales order. The following table describes the data on each shipment tile.
Element	Description
Shipping Number	The shipment’s number, which is displayed as a link. When you click the link, the system opens the corresponding shipment confirmation.
Shipment Status	The status of the shipment.
Shipment Date	The date when the shipment was created in the portal.
Invoice	The reference number of the invoice generated for the shipment. You can click the invoice number link to open the invoice.
Shipped Qty.	The total quantity of items in this shipment.
Packages	The number of packages in this shipment.
Track Packages	A button that you click to open the Packages in Shipment dialog box, which displays the packages included in the shipment and their tracking numbers.

Table 3. Payments SectionThis section displays a tile for each payment made on the sales order. The following table describes the data on each payment tile.
Element	Description
Payment Number	The payment’s number, which is displayed as a link. When you click the link, the system opens the payment on the Payments (SP334000) form.
Payment Status	The status of the payment.
Payment Date	The date when the payment document was created in the portal.
Payment Method	The payment method used for the order.
Payment Amount	The payment amount for the order.

Table 4. Ordered Items SectionIn this section, you can view the items included in the order.
Element	Description
Item	The name of the ordered item.
Price	The price of the selected unit of the item.
Unit of Measure	The unit of measure of the ordered item.
Quantity	The total quantity of this item in the order.
Discount	The percentage of the line discount, if one has been applied.
Total Price	The total price of the item, based on the unit price and the quantity.

Table 5. Order Summary SectionThis section, shown in the upper-right corner, shows a summary of the order totals.
Element	Description
Subtotal	The total amount of all items in the order before discounts, freight charges, and taxes are applied.
Discount Total	The total discount amount applied to the order.
Freight Total	The total freight charges applied to the order.
Tax Total	The total tax amount applied to the order.
Order Total	The final amount of the order after discounts are applied and freight charges and taxes are added.

Table 6. Shipping Address SectionIn this section, you can view the shipping address specified for the order.
Element	Description
Location	The customer location of your company that will be used to deliver items listed in the order.
Recipient	The recipient’s company name for the shipping address.
Phone	The shipment recipient’s phone number.
Email	The email address of the shipment recipient.
Shipping Address	The shipping address (the postal code, state, city, and address) that will be used to deliver items listed in the order.

Table 7. Billing Address SectionThis section displays the billing address specified for the order.
Element	Description
Recipient	The recipient’s name in the billing address.
Company Name	The company name that will be used to send the invoice.
Phone	The phone number of the recipient to be contacted regarding the billing.
Email	The email of your company's employee to be contacted regarding the billing.
Billing Address	The billing address (the postal code, state, city, and address) that will be used to send an invoice for ordered items.