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.
   
   

   

   
   
   

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.
   
   

   

   
   
   

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.
   
   
   
   

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.