Filtering All Orders from a Customer Using the Orders Management Wizard

How to: Filter all orders from a customer using the Orders Management Wizard.

Purpose: Reproduce the data-pull from the former Orders Management window.

Environment: Comsense Enterprise v. 21.1.100.094

Procedure: The Orders Management Wizard allows you to pull a customized list of orders and/or projects using specific criteria rather than only pulling all orders from one customer. If you require a list of all orders by customer, pull the customer's orders using the procedure below.

In the Orders Management wizard:

  1. Check the Completed and Deleted Status checkboxes
  2. Click Next
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Orders Management Wizard, Selection Criteria Page; shows the Completed and Deleted checkboxes checked and the location of the Next button.
Image 1: Completed & Deleted Status Checkboxes

In the filter line item:

  1. Enter the Customer Code or other applicable criteria
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Orders Management Wizard, Customer Selection Page; shows the Unassigned Customers pane filtered by Customer Code.
Image 2: Filtered Customer
  1. Double-click the Customer Line item
    • The customer will move to the Assigned pane
  2. Click Next
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Orders Management Wizard, Customer Selection Page; shows one customer in the Assigned Customers pane and the location of the Next button.
Image 3: Selected Customer
  1. Click Next
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Orders Management Wizard, Project Managers/Sales Selection page; shows all project managers, inside sales, and outside sales in the Assigned panes and the location of the Next button.
Image 4: Project Manager/Sales Selection Page
  1. Click Finish

The Orders Management window now only lists orders for the selected customer.

Click image to enlarge
Orders Management window; shows all orders from the customer selected in the Orders Management Wizard.
Image 5: Orders Management Window

For more information on the Orders Management Wizard, see Orders Management Wizard.

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