Access Closed Orders

Review Closed Oil & Energy Orders using Access Closed Orders.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Oil & Energy > Main Menu > Access Closed Orders.

Click the Find button to use the Order Filter and supply one Filter criteria, click OK and see Closed Orders listed in Select a Closed Order. See Order Filter and Select a Closed Order for more information.

Another method to search for a Closed Oil & Energy Order is by using any of the available active fields.

Use one or multiple active fields to conduct a search.

  • Order #- Enter all or a partial Order number.
  • Operator- Search by an specific Operator ID to view all closed Orders
  • Type- Choose a Transaction Type
  • Customer Name- Enter all or a portion of a Customer Name or select F12 to search..
  • Customer ID- Enter a Customer ID or select F12 to search.
  • Inventory Site- Enter an Inventory Site or select F12 to search.
  • Profit Center- Enter a Profit Center or select F12 to search.
  • PO Number- Enter all or a portion of a Customer Purchase Order number.

Understanding a Closed Order

Learn more about the Misc Info Tab here.