Each time the Orders module is open, the Search tab is displayed to allow the operator to search for existing orders using various search criteria which are described below:
Search by:
Code - Type here the starting characters of the code of the order(s) to be filtered
Description - Fill here the starting characters of the description of the order(s) to be filtered
Order No. - Enter here the entire ID of the order(s) to be filtered
Line ID - Insert here the entire ID of the order line(s) to be filtered
Customer ref. - Enter the reference code of the orders to be filtered.
Customer Order Ref. - Enter the order reference code of the customer
Do.Ma. - Narrow the search to those orders having virtual documents (attached from the Notes tab) containing the given string. Moreover, the [Full text] button allows using boolean operators.
NB: For detailed information on the full-text search please refer to the Full-text Search chapter.
Other filters:
Sort by - Select the criteria with which retrieved orders will be automatically ordered.
Order type - Indicate if there should be retrieved only orders, approved proposals or orders derived from proposals.
Spot code - Choose the spot code of the order(s) to be retrieved.
Customer - Narrow the search only to orders related to a certain customer.
Agency - Narrow the search only to orders related to a certain agency.
End-user - Narrow the search only to orders related to a certain end-user.
Media center - Narrow the search only to orders related to a certain media center.
Check - Select here the check status of the order (preliminary, to be signed or approved).
Date - Specify the validity period of the order(s) to be retrieved.
Payment - Narrow the search only to those order with a specific Payment code.
VAT - Narrow the search only to those order with a specific VAT code.
Bank - Narrow the search only to those order with a specific Bank code.
Logo - Narrow the search only to those order related to specific Logo.
Search also expired orders - If enabled, retrieved orders which are expired will be highlighted with an asterisk.
To be scheduled - If enabled, only those orders which are not yet scheduled (neither partially nor completely) will be retrieved.
Prepaid - If enabled, only prepaid orders will be retrieved in the list of results.
Search only master orders - If enabled, there will be retrieved only those orders having at least one master line.
Hide from Air Sales Scheduler - If enabled, there will be retrieved only those orders set to be "hidden from the scheduler".
Note 1
In case the "enable orders visibility for all stations" parameter is disabled (default) in Etere Configuration here will be listed only those orders created from the current station or with lines assigned to the current station. Instead, if said parameter is enabled here will be displayed all orders regardless of the station from which they were created or for which their lines were assigned.
Note 2
In case the order intended to be open is "scheduling locked", that is, it is currently being scheduled (e.g. by Air Sales Scheduler) and the "simultaneous scheduling" lock parameter is enabled (under "Etere Configuration > Scheduling rules"), it won't be possible to open the order in question and a message will be prompted indicating that the current 'order lines are in scheduling phase'.
In this situation, it won't be possible to open the order unless its scheduling finishes or stopped (using the 'Delete unfinished batches' function available on the Air Sales Scheduler module).
Note 3
In order to optimize the search, contracts involving multiple programming steps and past schedules should split programming steps into multiple contracts when archived to database. Moreover, the database should be optimized by retaining contracts only for the past 2-3 years to free up disk space.