Last updated May 24, 2019
Reference and prioritize by relevant order dates – such as submission date, requested date, and due date – to focus your order processing.
Dates are very important to prioritizing and focusing order processing. We recognize that and have elevated Order Dates above other datapoints to make them more useful.
As a FactoryFour user you can sort and filter order on the following Order Dates:
During Product Form configuration, an Admin can extract Requested Date from any date field. For example, if you prefer the term Need by Date the following field would be added:
Once configured, the Requested Date would populate upon form submission like other Order Form Extractions.
Any user in the requesting organization can set or modify the Requested Date from the Order Info Panel at any time
Note: if a form is submitted with an extracted Requested Date it will be overwrite any previous Requested Date
An Admin in the fabricating organization can set or modify the Due Date from the Order Info Panel, which is visible to everyone in the organization
Add any Order Date as a filter in an Order Table View. There are two modes to set date range filters: Fixed and Relative.
Fixed Date Ranges define start and end dates that are static. A great use for this would be to see orders that have been submitted in a given month or quarter. Relative Date Ranges define start and end date dynamically depending on the day you access the view. A great use case for this would be to see all orders that are due in the next week.
