Viewing an Employee's Orders and Donations

From the Employee Orders and Donations screen on a Company record, you can view employees' orders.

When viewing employee orders, the system selects all employee orders for constituents that have an Employer/Employee employment relationship to the company. The employment relationship does not need to be current when viewing order history, but the employment relationship must have been current on the order date of the order line. Also, the company is not the bill-to customer, because those orders are shown as company orders. However, if the company is the bill-to and the employee is the ship-to, those orders should also display. The employment relationship does not need to be primary.

You must belong to a security group with at least VIEW permission to the CRM360.Orders application in order to view this screen. 

To view employee orders and donations, select Employee Orders and Donations from the Financials tab from within a Company constituent record. The Employee Orders and Donations screen displays, as shown below.

From this screen, you can filter the grid using the From and To dates, Subsystem, Invoice No., or by selecting the Bill-To or Ship-To toggles. The dates automatically populate based on the "ORDERVIEWMONTHLIMIT" application parameter.

From the contextual menu in the grid, you can edit the order associated with a particular listed order line.

For more information on this option, please see the following:

• Edit Order
  Opens the order in a new tab to edit.
  Order lines containing Fundraising products will open in Donation Summary.