Shopping history records can be sorted by any available field.  The Order # hyperlink may be used to view the order details.  The user may also see records in Orders or Products mode.

Order status is calculated as follows:

• If the order is On Hold the application will display "On Hold" as the status.
• If all lines have a last status that is greater or equal to 980 and the last status is different than 995 and the line's next status is equal to 999 the application will display "canceled" as the status.
• If at least one line’s next status is less or equal to the "Status limit for open orders" (Sales Settings|Advanced tab) the application will display "Open" as the status.
• If all lines next status is greater than the "Status limit for open orders" (Sales Settings|Advanced tab) the application will display "Complete" as the status. 

Please note that the following lines will be excluded from the Order Status calculation.  If the only line on the order is one of these types then the status will show canceled.

• Freight (Shipping|Freight Lines Type)
• Discount (Sales Settings|Advanced|Discount Line Type)
• Surcharge (Payment|Advanced|Surcharge Line Type)

When reviewing order details the user may also have the options to modify, convert to quote, return products, and add all items to cart available to them. The user may see order detail in list or tabular mode.  This is an example of list mode.

Modify Order - There are several qualifications that are considered before order modifications are permitted such as:

• document type restriction - Determines which order types can be seen in Order History as well as which order types can be modified. please see Management Console manual
• web account permissions - please see Management Console manual 
• insert new line status - please see Management Console manual 
• existing lines status code - please see JDE P4210 processing option 
• orders paid using PayPal payments (including PayPal Credit) cannot be modified 
• orders with configured items cannot be modified and configured items cannot be added during order modification
• orders placed without shipment information (via JDE or POS cash & carry orders) will not be eligible for modification through CMS. Therefore, only those orders that have shipping information in table FQ67496 are eligible for modification.

Further, there are several pieces of information that may be modified for an existing order as outlined below:  

Sales Header:

• delivery instructions
• show prices on packing slip flag
• customer  ref #
• comments (according to constant Sales Constants -> Comments Level)

 Sales Detail:

• comments (according to constant Sales Constants -> Comments Level)
• ship to address
• shipping method
• delete lines
• add lines (including kits - added with default components, but can be edited)
• change quantities (+/-) for item(s) - including kits
• UOM (according to constant Ecommerce Constants ->Define Unit Of Measure Behavior) - including kits
• requested date - including kits

 Payments:

• Payments will only be available when amount due > 0

 Email Confirmation:

• When an modification is made an email confirmation will be sent that will include kit information as needed

Convert to Quote - When a quote is created using an existing order the following considerations are made:

• Canceled lines are included only if canceled lines are configured to be displayed
• Free goods, basket reprice lines, comments and override prices are not preserved in the newly created quote
• Ship to address overrides and kit component adjustments are preserved in the newly created quote
• Restricted, obsolete, or items not available in the Store branch plants cannot be added to newly created quote

Return Products - There are conditions that must be met before a credit/return order can be entered: 

• SPC must be granted for Credit Orders
• Management Console Credit Order version cannot be blank
• Web Account must be granted permission Credit Orders permission
• Freight, discount and tracking lines are not eligible for return and will not be displayed
• For items that were originally shipped - line status must be greater than or equal to the max editable status in the ship version P4210 defined in the Management Console 
• For item that were originally shipped - ship date must not by older than the number of days defined in Management Console 
• For items that were originally cash and carry (not shipped) - order date must not be older than the number of days defined in the Management Console 
• Only shippable quantity can be returned.  Quantity in backorder status cannot be returned 
• Configured items cannot be returned

When reviewing order details the user may also have the options to modify, convert to quote, return products, and add all items to cart available to them. The user may see order detail in list or tabular mode.  This is an example of tabular mode.

Modify Order - There are several qualifications that are considered before order modifications are permitted such as:

• document type restriction - please see Management Console manual
• web account permissions - please see Management Console manual 
• insert new line status - please see Management Console manual 
• existing lines status code - please see JDE P4210 processing option 
• orders paid using PayPal payments (including PayPal Credit) cannot be modified 
• orders with configured items cannot be modified and configured items cannot be added during order modification
• orders placed without shipment information (via JDE or POS cash & carry orders) will not be eligible for modification through CMS. Therefore, only those orders that have shipping information in table FQ67496 are eligible for modification.

Further, there are several pieces of information that may be modified for an existing order as outlined below:  

Sales Header:

• delivery instructions
• show prices on packing slip flag
• customer  ref #
• comments (according to constant Sales Constants -> Comments Level)

 Sales Detail:

• comments (according to constant Sales Constants -> Comments Level)
• ship to address
• shipping method
• delete lines
• add lines (including kits - added with default components, but can be edited)
• change quantities (+/-) for item(s) - including kits
• UOM (according to constant Ecommerce Constants ->Define Unit Of Measure Behavior) - including kits
• requested date - including kits

 Payments:

• Payments will only be available when amount due > 0

 Email Confirmation:

• When an modification is made an email confirmation will be sent that will include kit information as needed

Convert to Quote - When a quote is created using an existing order the following considerations are made:

• Canceled lines are included only if canceled lines are configured to be displayed
• Free goods, basket reprice lines, comments and override prices are not preserved in the newly created quote
• Ship to address overrides and kit component adjustments are preserved in the newly created quote
• Restricted, obsolete, or items not available in the Store branch plants cannot be added to newly created quote

Return Products - There are conditions that must be met before a credit/return order can be entered: 

• SPC must be granted for Credit Orders
• Management Console Credit Order version cannot be blank
• Web Account must be granted permission Credit Orders permission
• Freight, discount and tracking lines are not eligible for return and will not be displayed
• For items that were originally shipped - line status must be greater than or equal to the max editable status in the ship version P4210 defined in the Management Console 
• For item that were originally shipped - ship date must not by older than the number of days defined in Management Console 
• For items that were originally cash and carry (not shipped) - order date must not be older than the number of days defined in the Management Console 
• Only shippable quantity can be returned.  Quantity in backorder status cannot be returned 
• Configured items cannot be returned