C-01-03 Find Order & Modify Details

Who: All users can search Orders but ability to modify Orders is role dependent.
Why: Define search criteria to display a list of Orders that can be exported for use with a spreadsheet program (such as Excel) or to view and modify the details of an Order.
Before you begin

Only Orders that are relevant to your Roles, Workgroups and Invoiced Entity are visible.

Search Order versus Find Order:

These two menu options DO NOT work the same way and may produce different results.

  • N1 - Search Order only shows Orders that you are able to action. The results are shown as a “Worklist”. If for example, you are on the Customer side and the Order has moved to the Supplier side for them to action, you will not find it using the Search Order function.
  • In this case, the Order can be accessed from the Viewable worklist (N2) which opens the “View Order” screen from which the Order is not actionable. If the Order is cancelled or complete, it cannot be found using the Search Order function.
  • N3 - Find Order is a broader search tool because it finds all Orders regardless of status. However, opening an Order using Find Order only opens it in the View Order screen from which the Order is not actionable.
  • N4 - The My Work function can also be used to conduct and save detailed searches for Orders and Project Views. See topic My Work Overview and Search.
  • N5 - If the Order is part of a Project View, it can be found using Find Project View by Orders functions. See topic Find a Project View.
Related topics
Procedure

1-3-1-Modify-Orders-menu-LBL-NOSHAD.png

  1. On the ConSol menu select Orders > Find Order.
    The List Orders screen appears. Because ConSol is highly customisable, the fields that are visible will vary for each organisation.
    N1 – By default the From Date is set at 6 months prior to today’s date. This stops you from accidentally initiating a search that would attempt to return all Orders since your company started using ConSol.
    1-3-2-Modify-Orders-ListOrder-LBL-NOSHAD.png
  2. Fill in fields in the List Orders screen to specify the search criteria.
    For example you might enter dates in the From Date and To Date fields to search for Orders that are/were active during a specific period of time.
    • N2 - In many of the text search fields you can type part of a word and ConSol will search for anything that matches. In the example below the search finds any Supplier Name with the word “DEMO” in it.
      1-3-2-b_Modify-Orders-ListOrder-partial_word_search-LBL-NOSHAD.png
    • The ConSol System Administrator can create custom fields on Orders which are specific to your organisation. Use the Search Attribute 1 and Search Attribute 2 fields to perform searches based on these user-defined Order fields.
      1-3-3-1-Modify-Orders-search_Attrib-LBL-NOSHAD.png
  3. To search for Orders based on a user-defined field do the following:

    1-3-3-2-Modify-Orders-select_Attrib-LBL-NOSHAD.png

    1. Select the user-defined field from the drop down list.
      In this example the Sys Admin defined a field called Skill Supplied.
      N3 - Because Skill Supplied was created as a drop down list, a drop down list appears from which to select a value.
      1-3-3-4-Modify-Orders-select_value-LBL-NOSHAD.png
    2. Select the required value from the list.
      In this example, the Sys Admin defined 5 skills to choose from in the Skills Supplied list.
      N4 - Based on this example, the search would find Orders that are allocated to a Supplier with the “Civils Only” skill.
      1-3-3-6-Modify-Orders-Order_Match-LBL.png

    1-3-4-List-Orders-search-LBL-NOSHAD.png

  4. Once the search criteria are defined, click the Search button.
    N5 - In the example above, the search will find all Orders from the date 20/12/2014 onward. The list of Orders matching the search criteria is displayed below the Search button.
    • WARNING: If the search criteria you specify are too vague or broad ranging, the search could potentially return thousands of results over many years. Such a search has the potential to cause your computer and/or network to slow down and possibly cause ConSol to crash. Select the search criteria carefully in order to return a manageable number of records.

To view an Order, do the following:

  1. Click the Order No of the Order you wish to view.
    The View Order screen appears with the details of the selected order displayed.
  2. If you have the role necessary to edit the Order details, scroll to the bottom of the Order and click the Modify Details button.
    The Update Order window opens with the details of the selected order displayed.
  3. Edit the fields of the Order as required.
    If ConSol cannot find a match for the entered Job Location, an error message is displayed and one or more alternative addresses (N1) are offered based on the data in the Job Location fields.
  4. If necessary, edit the job location data.
  5. If ConSol still can’t identify the address you entered and you wish to use an address suggested by ConSol, click the Select button.
    The map will be displayed with a marker at the selected location. See user guide Create Stand Alone Order for more information.
  6. When you have finished editing, scroll to the bottom of the Update Order window and click the Submit button.
    The Order details are updated and the display returns to the View Order screen.
Have more questions? Submit a request

0 Comments

Article is closed for comments.