Find Transaction summary and details
Purpose
Use this procedure to find and review the summary and details for any of your company's transactions (invoices, credit memos, debit memos) with Donaldson.
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 page
3. On the sub-menu bar, click Image to display the Transactions page.
Image   Transactions page
4. Select or enter search criteria in the following fields:
• Search Parameter
• Search Method
• Search Value
5. 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.
6. Click Image .
Results of the search appear at the bottom of the Transactions page. Invoices and debit memos are displayed in the upper table; credit memos are displayed in the lower table.
Image   Transactions - Invoices/Debit Memos table
Image   Transactions - Credit Memos table
7. The columns on this page provide links to other detail pages in DYNAMIC.
Select one of the following options to view more transaction detail.
If you want to view details for
Then click the
To display the
Transaction Number
Transaction number
Invoice Detail page
DCI Order Number
DCI order number
Sales Order Detail page
Payments
Summary link
Payment Summary page
Credit Memo Number
Credit memo number
Credit Memo Detail page
Invoice Number
Invoice number
Invoice Detail page
 
8. 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.