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Two very handy modules in Alliance; Order Locator and Item Locator

  • May 19, 2021
  • 1 reply
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There are two very handy modules in Alliance; one is Order Locator and the other is Item Locator.  

Order Locator can be used to find all orders whether in Service Order module or in Service Order History.

Item Locator can be used to find all items whether in inventory, or installed at a customer site.  

Once you get familiar with these modules, you will most likely find yourself using them often, as they remove the guesswork when doing queries.  Hope this helps!

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Recently, the same question came up a couple of times regarding the Order Locator module…

ISSUE / QUESTION:  Why are the Status (From) and Status (To) fields not enabled to allow the user to filter by?

ENVIRONMENT:  Alliance Product

AUDIENCE:  Internal / External

RESOLUTION / ANSWER:  This is because order statuses are determined by Order Types within the Order Type table.  For example, a Service Order is associated with different status than a Sales Order or a Repair Order, etc.

When accessing Order Locator, the Status (From) and Status (To) fields will be disabled (grayed out), until you select the Order Type.  Click the dropdown on the Order Type field to see the list and select.  Once you select the Order Type, the Status (From) and Status (To) fields will become enabled so that you can filter by them.