Order Details Page
The Order details page lists the transaction details of a single order. Click a specific order on the User Interface to open the details about that order. It displays:
- Name of the order on the top.
- Activate button.
- Edit buttonNote:
The Activate and Edit button remains hidden if the order has already been activated.
- Details and Related Lists in the left side pane.
- Basic Information, Additional Information, and User Details in the right side pane.
Clicking an order link from the Orders page opens the order details page of that order. The following diagram illustrates the order details page of a single order.
You can perform the following actions from this page:
- Navigate to the Order Line Items Page page by clicking Order Line Items in the left pane under the Related List.
Cancel an Order. See Canceling an In-flight Order.
-
Activate the order that is in Draft status. For activated orders you can see the Generate Billing button on the Order Details page.
- Edit the order details.
Editing Order Details
You can edit an order that is not in Activated status. Not all fields on the order details can be edited. It depends on the source of the order as follows:
- If the source of the order is Account, all the fields are editable.
- If the source of the order is Quote, the following fields are editable:
- Description
- Order Date
- Parent Order
- Payment Status
- PO Date
- PO Number
- Primary Contact
- Purchase Order
- Status
- Type
- Version Number
To edit order details
- Click the Edit button.
- Edit the fields on the page.
- Click Save to save the changes or Cancel to return to the Order Details page.