How to locate Kaplan Order Number
This guide provides a step-by-step process for efficiently searching order numbers, ensuring accuracy in handling customer requests. It highlights the importance of distinguishing between web order numbers and Kaplan order numbers, which is crucial for effective order association.
Main
Navigate:
Main menu>Order Management>Quotes and Orders>Create/Update Order
Use any series of fields shown to enter information to search by. % is a wildcard in these fields. Also use the drop down options (begins with, contains, etc.).
Review Results - ensure the correct sold to, order time frame, purchase order reference is valid to the customer you are working with.
Link: https://scribehow.com/viewer/Search_for_Order_Number__8cHwYY2fS0-53utmA9Vh9A
Special Note: reference details in Customer PO field that indicates the order is a REPLACEMENT order. You must enter this information after the original po reference when keying replacement orders. Examples of replacement references-as typed into the customer PO field:
REPL
REPLxxxxxxx
K# xxxxxxxxx
REF XXXXXX
REFK# xxxxx