Order Status
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      How to check Note Order Inquiry

      This process will walk through how to check to see if any orders or art were pushed back on sales reps orders. This is a Daily/Hourly Task of an Account Manager.

      Follow the below steps to access Note Order Inquiry. 

      Column Management is important in all utilities. Make sure you add the Sales Rep column so you can filter by Sales Rep number!

      1. Run Note Order Inquiry from the FDM4 homepage. (If you don't have this function, use the search option at the bottom to find it.) 
      2. Change the records to 10k, click Search.
      3. After clicking Search, use the Filter button in the top left to sort narrow the search results. 
      4. Using the Sales Rep Column, type in a Sales Reps numbers of a member of your Sales Team. Hit Tab on your keyboard to populate the results of the filter. 
      5. This will show you the orders for your rep that may need your attention. Under the description column are the different types of "Notes" that a user can hold the order with. Think of this as a note hold. (Important: ONLY ONE NOTE HOLD CAN EXIST ON AN ORDER. Do not override a note if one already exists.)

        Below are the reason codes and who is responsible for monitoring each, along with how to triage each.
        1. On Backorder - item(s) on the order is/are on a backorder, and the buyer needs approval before processing. Try to leave these comments on the order at order entry. Check with customer/rep and see if the backorder is okay, if they'd like to replace with something similar, or cancel. 
        2. On Booking Order - item(s) on the order is/are on a booking order. Senior Buyer's monitor these. If you see the In Stock price match the Order Value, this should ship shortly and be removed from hold. 
        3. Not Available - item(s) on the order is/are not available in a GO Warehouse or Vendor. Order will need to be adjusted to not include this item.  Check with customer/rep and see if they'd like to replace with something similar, or cancel. 
        4. Not Enough Info - order is missing descriptions, or cost, and the buyer needs more information before they are able to place it. 
        5. Order Entry Error - order has an error on it that needs to be resolved before the buyer can order anything. 
        6. Ready to Buy - order goes into this status once the CRR resolves the issue holding the order up. Purchasing monitors this note to process the resolved issues. 
        7. Booking Order Delayed - items(s) on the order have a delay on the booking order. Check with customer/rep to see if the delay is okay, they want to cancel, or find a replacement item. 
        1. NO REASON CODE - These are new orders.
      7. Check the Comments by clicking comments for each Note you are responsible for, per the above. 
      8. Review the comments left, regarding the possible issue, by changing the drop down for Type of comment, to All Types and click Search.
      9. Resolve the issue by adjusting the order. Use the Order Entry button (Making sure to run any changes or cancellations through the customer/sales rep). This utility will bring you into the order to adjust the item causing the issue. If no changes are needed, for a simple backorder approval, skip this step. 
      10. Once the necessary changes are made, make sure to leave a new non-printable comment of what changes were made to the order. For art hold, make sure you comment back on the proof comments (Order Inquiry > Proof Management > Manage > Comments)
      11. If this is an item issue move back to, Ready to Buy, once the issue is resolved. You can do this by clicking the Note utility, and adjusting the drop down to Ready to Buy and clicking Save.