Working with Order Classification

Users now have a field to store order classification on the order screens for purchase orders (PO), deployment orders (DO), sales orders (SO), and return orders (RO). Users can also filter NEO widgets using order classification.

Complete the following steps to add order classification to an order creation page:

  1. Log in to the ONE system.

  2. Click Menus/Favs > Order Mgmt, and select the new order screen for a PO, DO, or SO. For a RO, click Menus/Favs > Order Mgmt > Return Order > New Return.
    The new order screen displays. The example below is the New Return screen. The Order Classification field is not present.

    images/download/attachments/131834248/image-2023-7-26_8-29-8-version-1-modificationdate-1690378149000-api-v2.png



  3. Click the eye icon in the upper right corner of the screen. It has the tooltip: Manager Field Visibility.
    A menu of fields for display in the order details header of the screen displays.

  4. Click the checkbox next to Order Classification.
    The Order Classification field now displays.

Complete the following steps to add the Order Classification field as a search report filter.

  1. Log in to the ONE system.

  2. Click Menus/Favs > Order Mgmt, click the menu item for the type of order to search, and then click the search link. (Example: Menus/Favs > Order Mgmt > Purchase Order > Search POs.)
    The search screen displays the type of order selected. The Search POs screen is shown below as an example.

    images/download/attachments/131834248/image-2023-7-26_8-30-50-version-1-modificationdate-1690378250000-api-v2.png



  3. Click the Add Filter link.
    A menu displays.

  4. Click Order Classification from the list of filter options.
    The Order Classification field now displays as a search filter on the screen.

Complete the following steps to filter a NEO widget using order classification:

  1. Log in to the ONE system.

  2. Click the Filter icon for any of the following widgets on your dashboard. The Deployment Order Lines Missing ASN widget header is shown below as an example.

    • Deployment Order Awaiting Approval

    • Inbound Purchase Order Summary

    • Purchase Order Summary

    • Deployment Order Lines Missing ASN

    • Inbound Return Order Summary

    • Return Order Lines Missing ASN

    • Deployment Order Lines Shipped Short

    • My New Purchase Order

    • Return Order Lines Shipped Short

    • Deployment Orders Projected Late Deliveries

    • Order Line Missing ASN

    • Return Orders Awaiting Approval

    • Deployment Order Schedule Summary

    • Order Line Promised Short

    • Return Order Schedule Summary

    • Deployment Order State Summary

    • Order Line Shipped Short

    • Return Orders Projected Late Deliveries

    • Deployment Orders Waiting For Shipping

    • Orders Waiting For Shipping

    • Return Order State Summary

    • Inbound Deployment Order Summary

    • Projected Late Deliveries

    • Return Orders Waiting For Shipping

    • Inbound Intransit Deployment Orders

    • Purchase Order Awaiting Approval

    • Sales Order State Summary

    • Inbound Intrasit Purchase Orders

    • Purchase Order Schedule Promise Late

    • Sales Order Schedule Summary

    • Inbound Intransit Return Orders

    • Purchase Order Schedule Summary


    The widget configuration popup window displays.

    images/download/attachments/131834248/image2020-7-28_18-12-5-version-1-modificationdate-1690221896000-api-v2.png

  3. Click the Filters link.
    The list of filters displays. Widgets will have different filters.

  4. Click the Add a field.. dropdown arrow.
    A menu of more fields that can be added as filters displays.

  5. Click Order Classification.
    A filter field for order classification displays.

  6. Click the dropdown arrow and select an order classification from the list.

  7. Click the Apply button.
    The widget on the dashboard refreshes with the new data with a specified order classification.