Order by Item (New Order)

The Order by Item link allows you to add, edit, and save an item to order. To add an item, search for an item by using the Item ID/Description field. Click Add if you have the exact Item ID in the field, or click Search to look for an item based on part of its ID or description. When searching for an item, you will be taken to the Item Select page. Once you have selected and added the items you wish to order, click Submit Order to have the order queued for publishing.

Delivery Site
The Delivery Site field displays the name of the site where the item will be delivered.

Need Date
The Need Date is a required field that allows you to enter the date the item is needed at the delivery site. Orders presented are based on the need date entered. Multiple saved orders with the same need date will be combined. The default date is 10 calendar days from the current date; however, the default number of calendar days can be set at the central office. If the default is set to zero days at the central office, the need date will default to blank and a need date will need to be entered.

Status
The Status field displays the current status of the order.

Submitted
The Submitted field displays the date the order was submitted. The field is grayed out and blank until the order is submitted.

Approved
The Approved field displays the date the order was approved. The field is grayed out and blank until the order is approved.

Released
The Released field displays the date the order was released. The field is grayed out and blank until the order is released.

Received
The Received field displays the date the order was received. The field is grayed out and blank until the order is received.
Submit Order
The Submit Order button submits the order by items checked in the Submit column. If no items are checked, the Submit Order button is disabled.

Cancel Order
The Cancel Order button terminates the request to order an item and returns you back to the Ordering page.

Print View
The Print View link allows you to view and print the Order by Item data.

Item ID/Description
The Item ID/Description field allows you to enter the item's ID or description to add or search for when ordering an item.

Add
The Add button locates an item based on the item ID or description entered. This will open the Item Select page if there are multiple items that match the description entered.

Search
The Search button locates an item in within the current order based on the item ID or description entered.

Submit
The Submit field contains a checkbox that indicates if an item will be submitted when the submit button is selected. The default setting is checked.

Item ID
The Item ID field displays the item's ID.

Description
The Description field displays the description of the item.

Qty
The Qty field is a blank field that allows you to enter the number of items you want to order.

Units
The Units drop-down list allows you to select the unit of measurement of the item.

Source
The Source field displays the location the item to be ordered originates from.

Est Delivery
The Est Delivery field displays the estimated date of delivery of the item.

Route
The Route field consists of a drop-down list that allows you to select the delivery route of the item.

Price
The Price field displays the price per unit of the item based on the unit of measurement selected in the unit's drop-down list.

Total
The Total field displays the total of each line item, equal to the price per unit multiplied by the number of ordered units.

ASAP
The ASAP field contains a checkbox that indicates the order requires special attention when checked. ASAP items are printed on a separate Request so that they can be processed separately from regular item Requests. When printing reports, you can select whether to include ASAP items on the report. The default setting is unchecked.

X (delete)
The X button allows you to delete the item from the current order. When deleting, you will be prompted to confirm your changes before deleting the item from the order.

Total
The Total field displays the total price of all items.

Show only ordered items
The Show only ordered items checkbox displays only ordered items, making it easier to track ordered items on an order that has multiple pages of items. Any item with a zero quantity will be hidden when this checkbox is checked. The default is unchecked.

Browse by item first letter
Browse by item first letter allows you to search for an item within the current order by the first letter. Click the first letter of the item name to display all of the items that begin with that letter.

Save
The Save button saves all edits made to the current order. When saving, you will be prompted to confirm your changes before saving the order.
Once the changes have been saved, the status of the order under Order Info switches to Saved.

Reset
The Reset button resets all editable values to their default settings. When resetting, you will be prompted to confirm before resetting the values.

Cancel
The Cancel button terminates the request to order by item and returns you back to the Ordering page. When canceling, you will be prompted to confirm before canceling the order.