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Order and Donation History
From the Order and Donation History screen in CRM360, users
can view an individual's order or a company or employees' orders. When viewing
individual or company orders, the system selects all orders where the
individual or company is the bill-to customer. When viewing employee orders,
the system selects all employee orders for constituents that have an
Employer/Employee employment relationship to the company. The employment
relationship does not need to be current when viewing order history, but the
employment relationship must have been current on the order date of the order
line. Also, the company is not the bill-to customer, because those orders are
shown as company orders. The employment relationship does not need to be
primary.
To view Order and Donation History in CRM360; from the
Financial Data task category in CRM360, click Order and Donation History.
1.
The Order and Donation History screen displays, as shown below. The
Order and Donation History screen displays orders in which the current customer
is referenced as either the bill-to or ship-to customer. The history displayed
is for the past 6 months.
2. To Filter the
Grid, perform the following:
a. Click the
drop-down in the first row column header to display a filter to sort the
available records, as shown below. Select the appropriate option to filter the
orders and donation by the selection.
b. Click the icon
in the column header to display filter criteria, as shown below. For example,
if users want to filter the records by all orders and donations created before
01/01/12, select the Less than filter criteria and click the drop-down to the
right to select 01/01/12 as the date.
c. To clear a
filter, click the funnel icon, as shown below.
3. Use the scroll
bar at the bottom of the grid to scroll left and right to view more information
about the order or donation.
4. To perform
specific actions on the grid, perform the following as necessary:
