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The Manage Orders screen is used to manage product orders. It also allows the user to edit, delete print or cancel an existing order.
Manage Orders screen
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Interface InitializationUpon initial display of the screen, the following occurs:
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Unless otherwise stated below, all controls on the Manage Orders screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Manage Orders screen, the condition(s) are documented for that specific control below.
Complete the information in the Order Date group box.
This group box includes calendar controls that allow you to specify the date range of the order. The title text of the group box is set to "Order Date". The group box includes the following controls:
From calendar control
Select or enter the date starting the date range in this calendar control.
To calendar control
Select or enter the date ending the date range in this calendar control.
Select the supplier whose orders to search in the Supplier drop-down list box.
The drop-down list box is initially blank. It will be filled with entries from the EXTERNALVENDOR table.
Click the Search button to perform a search and filter the results displayed in the data grid based on the filter criteria specified.
When Search is clicked, the data grid refreshes and displays results that match the specified filter criteria.
It has a mnemonic of "S".
If no records can be found to match the specified search criteria, a standard error message (E0050) displays when the Search button is clicked.
Upon selection of the Search button, the system will search for inventory items matching the search criteria. The orders matching the specified criteria will be displayed in the Search Results data grid. If no search criteria are specified, all orders will be displayed.
It has a mnemonic of "C".
View the information in the Search Results data grid.
Click an order record in this data grid to perform additional functions. This data grid displays inventory items as determined by the search criteria applied using the Search button.
An entry will be added to the data grid for each order that matches the filter criteria from the ORDERREQUEST table. The entries in the data grid will be sorted in ascending order by the Supplier column. The values on the data grid are read-only. The data grid will initially be blank. The user may select a single entry in the data grid.
The data grid consists of the following control(s):
Supplier column
This column displays the name of the supplier for each record displayed within the data grid.
The title of the column is set to "Supplier". The information displayed within the column is read-only.
Date column
This column displays the date on which the record was recorded for each record displayed within the data grid.
The title of the column is set to "Date". The information displayed within the column is read-only.
It has a mnemonic of "A".
The Order screen displays in Add mode when the button is clicked.
The control is enabled when:
An order that is not marked as completed is selected in the data grid.
It has a mnemonic of "E".
The Order screen displays in Edit mode when the button is clicked.
The order may only be edited if the ORDERREQUEST status is set to 01=Pending New Order. No changes are allowed once the ORDERREQUEST status has progressed to a status of 02=Approved/Confirmed Order (Ordered) the order.
The control is enabled when:
A record is selected in the data grid.
It has a mnemonic of "D".
When the button is clicked, a standard confirmation message (C0004) displays. The options of Yes and No are available. When Yes is clicked, the system deletes the record from the database. The contents on the Manage Orders screen are refreshed. When No is clicked, the system returns to the Manage Orders screen (the current screen) without deleting the selected record.
The following permissions are checked: PurchaseOrder.FullControl.
The order may only be deleted if the ORDERREQUEST status is set to 01=Pending New Order. Once the ORDERREQUEST status has progressed to a status of 02=Approved/Confirmed Order (Ordered) the order should be cancelled and the status will be set to 03=Cancelled the entire order.
Click the Print Order button to print an order selected in the Search Results data grid.
The control is enabled when:
A record is selected in the data grid.
It has a mnemonic of "P".
The Print Order screen will be displayed if the selected order has been approved and confirmed. If the order status is still pending, a screen is displayed allowing the user to approve and confirm the order. Yes and No buttons are available. If the user clicks Yes, the order is approved and confirmed. If the user clicks No, the order remains pending.
The Print Order screen is displayed after either selection.
Click the Cancel Order button to cancel an order selected in the Search Results data grid.
The control is enabled when:
An order that is not marked as completed is selected in the data grid.
It has a mnemonic of "O".
It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.
The Participant List screen displays when the button is clicked.
If data can be validated and saved on the screen, the following processes occur when the screen is processed:
A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.
If no data can be validated and saved on the screen:
No cross edits are performed.
All values are considered legitimate.
No data is written to the database.
The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.
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Software Version: 2.40.00
