Orders portlet

You can see detailed information about specific orders in the RICOH ProcessDirector system and act on orders using the Orders table.

Only orders that are associated with locations in the Locations to show property on your user property notebook appear in the Orders table.

You can apply a filter using the filter field:

• To apply a filter, enter some text. When you stop typing, the filter is applied.
• To remove the filter, click the X at the right of the field.

From the Orders portlet, you can apply a filter on the jobs displayed in the Jobs portlet. To apply the filter, right-click the orders and select Filter Jobs Table.

To export entries in the Orders table into a single Comma-separated Value (CSV) file, click the button at the top of the portlet and select Export table to CSV. The exported list only contains entries for orders that match the filters that are currently set. The entries are sorted by order number. This function is useful if you want to track the set of orders at the start of each shift or day.

You can do actions on orders in the table by right-clicking an order or by selecting it and clicking one of the buttons at the top of the table:

• To select an order, click the check box in the first column of the table or click anywhere in the row.
• To clear the selection, click the check box or the row again.
• To select multiple orders, click the check box next to the orders you want to select.
• To select a range of orders, click the check box next to an order, then hold Shift and click the check box next to the last order you want in the range.
• To select or deselect all the orders on the current page of the table, click the check box at the top of the column.
• To sort the orders according to one of the columns in the table, click the column heading. One click sorts the column into ascending order, two clicks sorts the column in descending order.
• To update the order priority as needed, select one or multiple orders, right-click, and select Set Priority.
• To set or update a due date for an order, select the order and click Set Due Date. The due date column shows the time remaining until the due date and a colored capsule indicates the day of the week the due date falls on.
• To view all the jobs associated with an order, click on the order name to open the properties notebook, and then select the Jobs tab.