Direct Order Filter

Add a Direct Order Filter when searching for an Open or Closed Direct Order by entering information in one or multiple fields.

Filter by a specific Direct Order Number or enter a partial number for a wild card search.

Enter a Vendor ID or select F12 to search.

View only the Direct Orders for a specific Customer ID by entering the ID or select F12 to search.

Use the Type drop down menu to view only the Direct Orders that match the selection of Standard or Billing Adjustment.

Filter by a specific Customer PO Number or enter a wild card search.

Any Shipper Reference entered on the Direct Order can be used to filter by.

View only the Direct Orders by

• Date Ordered
• Date Needed
• Date Shipped

by entering a date using the mm/dd/yy date format or use the available drop down category.

Direct Orders can be filtered by Fiscal Period Finalized by keeping the default selection of All Fiscal Periods or select One Fiscal Period using the drop down list.

Custom- This is an advanced search function using Condition Builder and is available by clicking the toolbox icon. Select the field names to search, specify an operator or comparison, then a field or value and a second field or value if applicable. Select an option in the Combining with Existing Condition if applicable. When the search condition is built, select okay which enters the condition in the Custom search field. Select Okay to search all Direct Orders with this condition.

Apply the Filter by clicking the OK button.