Mobile Failed Order Management

Menu Path: Mobile Sales Rep $Images\bluerarw.gif$ Mobile Failed Order Management

Purpose

View mobile failed orders
Delete mobile failed orders
Reprocess mobile failed orders
Export mobile failed orders

Overview

Use Mobile Failed Order Management to view, delete, and reprocess the mobile orders that have failed. You can also export mobile failed orders as a .txt order import file and identify the import warnings and errors, troubleshoot them, make changes to the .txt order import file, and manually import it in Order Import.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Mobile Failed Order Management window.
Show Data	Click this button to refresh mobile failed order data.
Select All	Click this button to select the check box in the Select column for all mobile failed order records.
Deselect All	Click this button to clear the check box in the Select column for all mobile failed order records.
Create Order	Click this button to create order for the mobile failed order for which the check box is selected in the Select column.
Export	Click this button to export mobile failed orders for which the check box is selected in the Select column. Clicking this button opens the Windows directory selector window, where you can browse and select the location to save the exported delimited text files. After exporting, a message appears asking whether you want to removed the selected failed order. Select Yes to delete the order. Select No to retain the order. note After troubleshooting the mobile failed order, you can manually import the order in Order Import.
Delete	Click this button to delete mobile failed orders for which the check box is selected in the Select column.
Import Warnings/Errors	Click this button to open the Mobile Failed Order Import Errors window, which allows you to view import warnings and errors for the selected mobile failed order.

Main Tab Fields and Buttons

Field or Button	Description
All Users	Select this check box to display mobile failed orders for all users.
User ID	Enter a user ID, or click the Lookup button to select an existing user ID.
User Name	Enter a user name, or click the Lookup button to select an existing user name.
All Customers	Select this check box to display mobile failed orders for all customers.
Customer Code	Enter a customer code or click the Lookup button to select a customer code.
Customer Name	Enter a customer's name, or click the Lookup button to select a customer name.
All Order Dates	Select this check box to display mobile failed orders for all order dates.
From	Enter the first order date in a range of order dates for which to display mobile failed orders, or click the drop-down arrow to select a date.
To	Enter the last order date in a range of order dates for which to display mobile failed orders, or click the drop-down arrow to select a date.
Failed Orders	This grid displays the information such as Temporary Order Number, Customer PO Number, Amount, Customer Code, Customer Name, Order Date, Required Date, Shipping Location, and so on for mobile failed orders. Select the check box in the Select column to select the mobile failed order row.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Run Now	This radio button is disabled in this window.
Schedule	This radio button is disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This option is disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.