Ability to see all documents associated with an order in the initial search, rather than using Related Documents

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  • Idea
  • Updated 4 years ago
  • Under Consideration
  • (Edited)
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Why do we not see all documents sent for an order under search results (i.e. ASN or Invoice)? Only shows the Acknowledgement and Order and we have to go to Next Steps to see related documents.
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Aptations

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  • not as efficient as I'd like to be

Posted 6 years ago

  • 3
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Pat, Sr. Customer Operations Analyst

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Hi Aptations! The reason that the search only shows the Acknowledgement and the Order is because the search function will display documents with the document ID entered in the ID field. As you mentioned, you will be able to access the Acknowledgement, ASN, and Invoice from the Related Documents option in the Next Steps menu off of the PO.

I have changed this question into an idea so that it can be looked into by our Product Managers. They can determine if the type of search you are requesting can be considered in a future release of WebForms. Thank you for your idea!
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Christina Wales

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I agree. It would be preferable for us to see all documents associated with an order in the initial search, rather than using Next Steps. Anything to save a click or two!
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Webstats Admin

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I agree with this.
And only the documents that are required by the trading partner. In fact I was just speaking to Allie Snodie about knowing exactly what documents are required by our trading partners.

This Would be extremely useful so we can easily tell which partners need what and be able to immediately produce that on each document.
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Lisa Sacquitne, Product Manager

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Thank you for sharing this opportunity for improvement!  This idea syncs with a theme of customers needing/wanting the ability to quickly see what documents have been created for a given order.  I am definitely looking to have something along these lines included in the roadmap and will update this thread as this idea is vetted out.  Please follow/watch for future updates.

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