TRAVERSE Global v11.1

Order View

Use the Order View function to look up Sales Order transactions of any status, including those already posted to history. Search for transactions by customer ID, order number, transaction type, order date, customer PO number, invoice number, PO date, or ship date. You can also use one of several criteria to locate orders. These criteria change based on the search item.

The quantity values reflect the transaction type.

Note: If you use Design Studio to replace any view definitions, you will not see the quantity value transaction type feature on the customized view unless you use Design Studio to change them.

After arranging and sorting the columns how you want to view the interactive view:

Use the Preview Report button to view a preview of the interactive view as a report. To print the report, click the Print button or to export the report to a PDF, HTML, MHT, RTF, Excel, CSV, Text, or Image File, click the Export Document button.

Use the Export Data button to export and save the data as an HTML, XML, plain text, or Microsoft Excel document.
Note: Depending on the output type selected, the information may export exactly as it appears on the screen, including column widths and expanded or collapsed grouped entries.

Use the Views button to save the current parameters set for the interactive view for using at a later time. You can also use the button to select, edit, or delete from the multiple saved views.

Use the Reset Layout button to reset the column headings and any sorting changes made to the information table. 

See the Interactive View Overview for a basic understanding of interactive views and to view movies outlining the different types of interactive views.