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Orders

What this page is

Orders lists commercial order records related to purchases and billing activity.

Who uses it

  • Finance/admin staff
  • Managers reviewing purchase history

When to use it

  • During billing reconciliation
  • When investigating transaction queries
  • At reporting and audit checkpoints

What this page is for

Use this page to verify order records and ensure commercial history is complete and traceable.

Main actions

  • View order history and details
  • Check order statuses
  • Review linked transaction information
  • Support reconciliation and reporting

Step-by-step (common workflow)

  1. Open Orders.
  2. Locate the relevant order by date/reference.
  3. Review order details and status.
  4. Cross-check against payment/transaction records.
  5. Record or escalate any discrepancy.

Connections

This page directly affects:

  • Billing reconciliation
  • Payment verification processes
  • Commercial reporting and audit readiness

Common mistakes

  • Reviewing the wrong period/order reference
  • Assuming paid status without transaction check
  • Missing mismatch between order and payment data

Quick tips

  • Reconcile orders on a regular schedule.
  • Use consistent reference checks across systems.
  • Flag anomalies early.