Order Tracking 

Use

You can use this worklist to check the status of sales orders in individual sales area, for example, delivery status and billing status. This lets you respond promptly to customer inquiries about the status of orders. You can plan and execute the ongoing sales process, if required.

Integration

This query is called in the Worklist for Sales Documents iView. For additional technical information, see List of Personal Worklists.

Features

Content of list

Limit the scope of the list by entering at least one search criterion, such as customer or sales organization.

You can use the criteria personalization to determine the search criteria for the quick search. For more information, see Personal Worklist.

Information

The system also takes account of the following data to determine the status:

●      Date specifications

If a process has not yet started, the system looks at the planned date.

●      As well as the sales process from stock, the system also determines the sales data for third-party order processing.  You can control the purchase requisition for a third-party business transaction, for example. The delivery data is not checked in this worklist, however.

The worklist lists the sales documents with the most important document information, such as order number, item number, sold-to party, and material.

●      There are traffic light symbols on the overview screen to provide quick information about the overall status of order items, as well as the individual statuses in the various divisions.

○       As soon as the status is changed for at least one item, this processing status is reflected in the overall status. 
If all items are fully delivered and there is only a delivery delay for one item, for example, the overall status is not complete.

○       You can immediately see whether certain sales processes have been successfully completed, such as delivery, storage, goods movement, proof of delivery, billing (for order-related and delivery-related billing), rejection status, and rejection reason.

○       The open delivery quantity for the document items specifies the quantity that has not yet been delivered.

●      You can also check the overall status for the document on the detail screen of a document item.

●      You can execute other functions, for example:

○       You can display the entire document flow for a document item, and detail data for the selected sales document.

○       You can edit texts for the header and for the items.

Activities

You can display the following information:

●      If you want to display status information, select a line in the worklist. The status information is displayed in the detail area.

●      If you want to display the document flow, select a line in the worklist and choose Display Document Flow.

●      If you want to display orders or deliveries, choose the relevant function or click on the highlighted document number of the order or delivery.

In both cases, the system opens a new window that displays the document.  You can navigate to additional detail information in this window.