Find Sales Order summary and details
Purpose
Use this procedure to find and review the summary and details for any of your company's orders with Donaldson.
Overview
The Find Sales Order summary and detail procedure allows you to locate and review detailed order information for your company's orders to Donaldson.
When you click Order Tracker on the menu bar, DYNAMIC displays the Order Summary search page. Once in Order Tracker, you can also inquire about order status, retrieve shipping detail and tracking information, and review your payment and transaction information.
Donaldson DYNAMIC enables you to review information related to your company. Your access to a function, however, is dependent on the responsibilities assigned during registration.
Order Summary is a read-only function; you can review order information, but not modify the data.
Menu Path
Use the following steps to access Donaldson DYNAMIC:
•  Navigate to the Donaldson DYNAMIC Sign in page
•  Enter your username and password, and click Continue
 
Procedure
1. Follow the steps in Menu Path to display the Donaldson Company Store page.
Image   Donaldson Company Store page
2. On the menu bar, click Image to display the Order Summary search page.
Image   Order Summary search page
3. Select or enter search criteria in the following fields:
• Search Parameter
• Search Method
• Search Value
4. To search for orders based on date,
•  In the Start Date box, click Image and select the date where the search should begin.
•  In the End Date box, click Image and select the date where the search should end.
Image You may use date ranges as the only search criteria, or in addition to other known parameters.
5. Click Image. The results of the search appear at the bottom of the Order Summary page.
Image   Order Summary page
6. In the Order Number column, click the number for the order you want to review.
The Details for Order page is displayed. This page displays the billing, shipping, and item information for the order. It also contains links to the Product Return Authorization form, the Shipment Detail page, and the Item Detail page.
Image   Details for Order page (header)
Image   Details for Order page (item table)
7. You have completed this procedure. From this page, you may:
•  Click Image to save the data to another file for use in other applications. (See Exporting Information for further details about exporting sales order information.)
•  Click Image to return to the Donaldson Company Store page.
•  Click Image to exit DYNAMIC and return to the Donaldson public Web site.