Orders
Form ID: (SP504010)
Who uses this form: An authorized portal user of a company using the Modern Customer Portal.
On this form, you can view orders and summary totals for the selected records. You can also pay any number of open orders. The form displays totals such as the total unbilled quantity, total unshipped quantity, and outstanding total.
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.
Order Tiles
Each order on the tabs of this form is represented by a tile showing the order’s data, which is described in the following table.
| Element or Document Data | Description |
|---|---|
| Included |
An unlabeled check box that you select to include this order in the payment if you click Proceed to Pay. By default, the check box is cleared. |
| The following entries describe order data shown on the tile. | |
| Order Nbr. |
The order’s number, which is displayed as a link. When you click the link, the order opens on the Order (SP504000) form. |
| Status |
The status of the order, which the system assigns based on user actions. |
| Date |
The date when the order was created. |
| Business Account |
The name of the business account to which the order is related. |
| Location | The customer location associated with the order. |
| Description | The description your company has entered for this order, if one has been specified. |
| Customer Order Nbr. | The reference number your company has assigned to the order. (This element is shown only if the number has been specified). |
| Delivery Date |
The scheduled delivery date of the order. |
| Ordered Qty. |
The total quantity of items in the order. |
| Order Total |
The total amount of the ordered goods. |
| Unbilled Balance |
The remaining amount that hasn’t been billed to your company. |
| Unbilled Quantity |
The quantity of items that haven’t been billed. |
| Unshipped Amount |
The total amount of items that haven’t been shipped. |
| Unshipped Quantity |
The total quantity of items in the order that haven’t been shipped. |
| Amount Paid |
The amount of the order that has been paid. |
| Unpaid Balance |
The unpaid balance of the order. |
Unpaid Tab
On this tab, you can view tiles that represent unpaid open orders. See the Order Tiles section for details about the information shown on each tile.
You can also select each order you want to pay.
Open Tab
On this tab, you can view tiles that represent open orders. See the Order Tiles section for details about the data shown on each tile.
You can also select each order you want to pay.
All Tab
On this tab, you can view tiles that represent all orders, regardless of their status. See the Order Tiles section for details about the information shown on each tile.
You can also select each order you want to pay.
Totals Section
In this section, you can view summary totals for all orders, including unbilled and unshipped quantities and outstanding totals. You can also initiate payment for all open orders in a particular currency.
This section is visible when you’re viewing any tab.
| Element | Description |
|---|---|
| Total Unbilled Quantity |
The quantity of items that have not yet been billed. |
| Total Unshipped Quantity |
The total quantity of items that have not yet been shipped. |
| Outstanding Total |
The total outstanding amount of the orders. |
| Proceed to Pay All |
Initiates payment for all open orders in a particular currency (or all open orders if you use only one currency). The system opens the Pay (SP314002) form so that you can pay these documents. The button is visible only if the Payments check box is selected on the General tab of the Portals (SP701000) form. |
Selected Documents Section
In this section, you can view the number of selected orders and their total. You can also initiate payment for the selected open orders in the specified currency.
This section is visible on all tabs when at least one check box is selected for any unpaid order on any tab.
| Element | Description |
|---|---|
| Documents Selected |
The number of orders you’ve selected for payment. |
| Total Balance Selected |
The total balance of the selected orders. |
| Proceed to Pay |
Initiates payment for the selected orders in the specified currency. This button is visible on all tabs when at least one check box is selected for the order in the list. The system opens the Pay (SP314002) form so that you can pay the selected documents. The button is visible only if the Payments check box is selected on the General tab of the Portals (SP701000) form. |