Reviewing and Modifying Initial Orders

You can review and modify initial orders at any time during the initial order window.

To review and modify initial orders:

1.From the Orders task menu on the dashboard, select On-time (Initial) Orders. The On-time (Initial) Orders form appears. For more information about using record forms, the section Navigating Record Forms.

2.In the Verify Contact Information panel (if available), do the following:

a.Verify or enter information in the District Assessment Coordinator Information section.

b.Verify or enter information in the Shipping Information section. Post Office (P.O.) boxes are not allowed for a shipping address.

c.Verify or enter information in the Mailing Information section.

d.Click Verify, and click Continue.

3.In the Search for Orders panel, do the following:

4.Click Search. The Shipping Address and Comments panels appear, if available, along with a list of materials available for ordering.

5.Optional: To change the shipping address, .

6.Optional: To view comments about the order, expand the Comments panel (if available). The comments panel displays all the comments entered for an order in chronological order. Each comment includes information about who entered the comment and when.

7.In the list of initial orders, review the number in the Quantity You Will Receive column; this is the amount of each item you are scheduled to receive.

8. If the Quantity Approved is incorrect, enter a different number in the Additional Quantity column. Any additional quantities you order may require approval.

9.Click Save Orders. A text box appears allowing you the option to enter additional comments.

10.Click Submit to submit your order. The Order Summary pop-up window appears with the new order request on display.

11. Click Close to return to the On-time (Initial) Orders page.

Table 13 describes the columns in the On-time (Initial) Orders page.

Table 13: Columns in the On-time (Initial) Orders Page
Column Description
Material Description Description of the materials included in the order.
Quantity You Will Receive Quantity to be shipped from the vendor after the initial order window closes. This quantity includes any pack rounding above the Quantity Approved.
Quantity Approved Quantity that is approved. This includes what was requested in the Quantity Pending Approval column. Resets to zero after transmittal to the printer.
Quantity Pending Approval Quantity requiring approval beyond that automatically approved. Resets to zero after approved or disapproved.
Additional Quantity Additional quantity you require.