Send or resend order documents such as acknowledgments and quotes

The Recent Transactions screen on the Customer Service tab enables you to send or resend order-related documents to a customer on demand:

To send or resend an order-related document

  1. On the Customer Service tab, click the Recent Transactions button. The Recent Transactions screen appears.

  2. 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:

  1. Click the Search button. The corresponding transactions are listed in the Recent Transactions log at the bottom of the screen.

  2. 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.

Related Topics

Specify how order acknowledgments should be sent to a customer

Specify how order acknowledgments should be sent to a ship to

Specify how backorder acknowledgments should be sent to a customer

Specify how backorder acknowledgments should be sent to a ship to

Specify how invoices should be sent to a customer

Print or reprint order documents