The Recent Transactions screen on the Customer Service tab enables you to send or resend order-related documents to a customer on demand:
Order acknowledgments (These may be faxed, emailed, or printed automatically when an order is accepted on the Customer Service tab. If you would like to resend an order acknowledgment, you may do so.)
Backorder acknowledgments (These may be faxed, emailed, or printed automatically during End-of-Day processing if an order is accepted on the Customer Service tab that day but a product is backordered.)
Quotes (These are similar to order acknowledgments, but with a couple of exceptions. The quote title is “QUOTE ACKNOWLEDGMENT” and the summary line says, “Above items are Quoted only.”)
Invoice reprints
On the Customer Service tab, click the Recent Transactions button. The Recent Transactions screen appears.
In the Specific Transaction field, type the order number or the release number.
— or —
To refine your search, you can conduct an advanced search by following a few other steps:
Click the Options button.
In the Search Filters area, select one or more of the options from the filter lists if you would like to narrow your search.
Click the Search button. The corresponding transactions are listed in the Recent Transactions log at the bottom of the screen.
To send an order acknowledgment, a backorder acknowledgment, a quote, or an invoice reprint, right-click the appropriate transaction and on the shortcut menu, point to Send and then click the appropriate document. Only the applicable documents are available. (For example, if you select a transaction for a standard order that has no backorders, the Backorder Acknowledgment option is not available.)
The outcome differs, depending on various settings.
For an order acknowledgment: To determine the delivery method, the system checks the method selected in the Order Acknowledgments drop-down list for the ship to location (on the Ship To Main screen of the Customer Maintenance tab) and for the customer (on the Preferences screen of the Customer Maintenance tab). (For more information, refer to Specify how order acknowledgments should be sent to a customer and Specify how order acknowledgments should be sent to a ship to.)
For a backorder acknowledgment: To determine the delivery method, the system checks the method selected in the Backorder Acknowledgments drop-down list for the ship to location (on the Ship To Main screen of the Customer Maintenance tab) and for the customer (on the Preferences screen of the Customer Maintenance tab). (For more information, refer to Specify how backorder acknowledgments should be sent to a customer and Specify how backorder acknowledgments should be sent to a ship to.)
For a quote: To determine the delivery method, the system checks the method selected in the Order Acknowledgments drop-down list for the ship to location (on the Ship To Main screen of the Customer Maintenance tab) and for the customer (on the Preferences screen of the Customer Maintenance tab). (For more information, refer to Specify how order acknowledgments should be sent to a customer and Specify how order acknowledgments should be sent to a ship to.)
For an invoice reprint: To determine the delivery method, the system checks the Invoice Delivery Method drop-down list on the Preferences screen of the Customer Maintenance tab. (For more information, refer to Specify how invoices should be sent to a customer.)