THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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Alternatively, you can go directly to the Party Manager to find the customer.
- Open the Party Manager
- Click the Find link
- Enter known information
This includes information like Party ID, User Login, Last Name, First Name, Party Group Name, and Role Type.- Adding data focuses search
The more information entered, the more specific will be the find. However, only one of the boxes need be completed to do a search. The search returns all Party IDs sharing the entered information. For example, if only 'Chicago' were entered under the City box, all Parties with a Chicago address are returned. - To expand your search ...
Conversely, the less information entered, the broader the results. For example, if only two letters of a last name is entered, all the Parties with the last name containing those letters will be returned. - Show all records
Click this link to show all Party records, even if no search criteria are entered.
- Adding data focuses search
- Click on Lookup Party
Returns a table of all Parties found matching your input. If more than a screenful, you may need to scroll through the pages of results using the Previous and Next links.
Once the customer is found, the link labeled Orders will take you to the Order Manager with the selected customer's orders listed.
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