Items for Previous Order

Menu Path: None

To use Items for Previous Order, double-click an order in the Previous Orders for Customer grid in Previous Orders.

Purpose

View products on previous orders and add those products to a new order.

Overview

Use Items for Previous Orders to display all products for the previous order, and optionally to add one or more of those products to a new order.

Ribbon Home Tab Buttons

Button

Description

OK

Click this button to close the Items for Previous Order window, and accept any new line items you have added. After you click this button, any newly added line items will appear in O/E Line Item Entry.

Delete Selected Item

Click this button to remove the line item selected in the New Line Items for New Order grid.

Re-Price

Click this button to recalculate the price of order line items. This is generally used in conjunction with mix and match or family code pricing. For information on setting up family code pricing, see Family Price Maintenance. For more information on pricing, see Price Logic FAQ.

Price Matrix

Click this button to display Order Entry Item Price Lookup, which allows you to view applicable price matrixes for the selected product. This window also identifies the price source of the product.

Edit Sample Reason

Click this button to display Order Entry Sample Data Input, which allows you to enter sample data for a sample order line item. This button is only available if you are entering a sample order.

Main Tab Fields and Buttons

Field or Button

Description

Recalculate Price/Leave Price As is

The selected radio button indicates how pricing is determined for products on the order. If the Recalculate Price radio button is selected, the software recalculates the prices for products you are adding to a new order. If the Leave Price As is radio button is selected, the software uses the same prices as the original order. You cannot manually change this option in this window. However, the default option can be selected in the Previous Order Price Option field in Customer Service Control Maintenance.

Existing Line Items

This grid displays all the products on the order you selected in Previous Orders. Enter a quantity in the New Qty column for a product you want to add to the new order, and then double-click the product.

New Line Items for New Order

This grid displays products you are adding to the new order. Enter the appropriate values for the product. If you change the price, MANUAL appears in the Price Source column.