Receiving Order Status
A receiving order's status is either open or closed:
- Open: this order has items that have not been received. The system automatically marks an order as open if it still has items to be received.
- Closed: this order has been fully received; it does not contain any items that need to be received. The system automatically marks an order as closed when it has been fully received. A closed order may be selected for review, but it can no longer be edited.
Show Closed Orders Checkbox
The Show Closed Orders checkbox is found in the Select Order portion of the page.
- By system default setting, the Show Closed Orders checkbox is unmarked; only the open orders list is displayed in the Order Number drop-down list.
- Mark the Show Closed Orders checkbox to view BOTH open and closed picking orders in the Order Number drop-down list.
Manually Changing the Order Status
You are able to manually change the status of the selected order from open to closed or vice versa. To change the order status:
- First, go to the Receiving Orders page by selecting Orders > Receiving from the navigation pane.
- Next, select an order. In the Select Order portion of the page, click the drop-down arrow in the Order Number field and select an order from the list that appears.
- To select from both open and closed orders, select the Show Closed Orders checkbox. Open and closed orders will populate the order drop-down list.
- To select from open orders only, do not mark the Show Closed Orders checkbox. Open orders only will populate the order drop-down list.
- Once an order is selected, this order's information populates the page. The selected order's status is designated in the Order Status field.
- A Toggle Open/Close Order Status icon is found in the bottom left area of the page.
- Toggle Open/Close Icon (Lock): Select to close an open order.
- Toggle Open/Close Icon (Unlock): Select to open a closed order.
- To change the order's status, select the Toggle Open/Close Order Status icon in the bottom left area of the page.
- Open Order: If this order is open, a dialog box appears asking you if you want this order to be closed.
- Closed Order: If this order is closed, a dialog box appears asking you if you want this order to be re-opened.
- To change the order's status, click OK. An Order Update transaction is recorded in IntelliTrack application history. (To cancel changing the order's status, click Cancel. The prompt closes and you are returned to the order. Its status remains unchanged.)
- When you click OK, the prompt closes and the order's status is changed.
- Order Status field: this field is updated to reflect the changed order status (Open or Closed.)
- Toggle Open/Closed Order Status Icon: this icon is updated to reflect the action that can be taken on the order status (manually re-open or close the order).