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  1. Orders and Order Statuses

    Orders specify the quantity of testingrelated materials Pearson (or your selected vendor) ships. Customers often base highquantity testingmaterial orders on student testingvolume estimates at each given location. You can create other material orders through PearsonAccess UI data fields
  2. Orders and Shipment Tracking Reports

    Orders specify the quantity of testingrelated materials Pearson (or your selected vendor) ships. Customers often base Initial Orders (IO) of highquantity … also place Additional Orders (AO) for testing materials after the initial order was placed. To learn how to manage orders, see Manage Orders. Report Name
  3. Use Operational Reports to Track Shipments and Orders

    PAsuplimitedfeature If you are looking for information about orders and shipments, such as inbound shipments, you can find them using a set of reports called … reports to find orders and track shipments, follow these steps: From Reports > Operational Reports, select Orders and Shipment Tracking
  4. Manage Orders

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  5. Create an Order for Materials

    to be shipped. StepbyStep ReadIt200.png (Click iconphotoRGB .png to view image) From Setup, go to Orders & Shipment Tracking.CreateOrderMat1.png Click Select Tasks, click Create / Edit Orders, and click Start.CreateOrderMat2.png Type or select the required details about the order.CreateOrderMat3.png Click Add Items under
  6. Track Material Shipments

    iconphotoRGB .png to view image) From Setup, go to Orders & Shipment Tracking.TrackMatShip1.png Under Find Orders Placed and Updated in, select a period of time … iconinfoicon.pngnext to the order number. To view order details, click one of the available tabs.TrackMatShip4.png Effects From Reports, select Operational Reports > Orders
  7. Reject an Order for Materials

    only reject an order in Submitted status. StepbyStep ReadIt200.png (Click iconphotoRGB .png to view image) From Setup, go to Orders & Shipment Tracking.RejectOrderMat1.png Under Find Orders Placed and Updated in, select a period of time during which reports occurred, and click Search.RejectOrderMat2.png Click
  8. Approve an Order for Materials

    only approve an order in Submitted status. StepbyStep ReadIt200.png (Click iconphotoRGB .png to view image) From Setup, go to Orders & Shipment Tracking.ApproveOrder1.png Under Find Orders Placed and Updated in, select a period of time during which reports occurred, and click Search.ApproveOrder2.png Click the checkbox
  9. Edit an Order for Materials

    to view image) From Setup, go to Orders & Shipment Tracking.EditOrdMat1.png Select a period of time to search in the Find Orders Placed and Updated in dropdown, and click Search.EditOrdMat2.png Click the checkbox next to the order.EditOrdMat3.png Click Select Tasks, click Create / Edit Orders, and click
  10. Cancel an Order for Materials

    , a user must have previously submitted it. StepbyStep ReadIt200.png (Click iconphotoRGB .png to view image) From Setup, go to Orders & Shipment Tracking.CancelOrderMat1.png Select from Find Orders Placed and Updated in, a period of time that reports occurred during, and click Search.CancelOrderMat2.png Click the checkbox