Managing back orders

RB9 only

In addition to confirming transcript requests, you can also monitor a back order’s current status and view details.

Connect > Transcript Ordered
In the Transcript Ordered window, restrict your search with Search By filters:
- Order Status
  - Not Confirmed – Default. Pending requests for transcripts. See Processing back orders.
  - Confirmed – Select this option and set at least one other search filter to see active back orders.
  - ALL – Select this option and set at least one other search filter to see both pending requests and active back orders.
- Order No.
  
  The order number that RB9 generates for the transcript request made through RB Connect.
- Job No.
  
  The RB9 job number associated with the transcript requested.
- Order Date From/Order Date To
  
  An order date is the date a transcript was ordered for a previously billed job. Enter a date range, if desired (see Date Navigator).
- Firm
  
  Click to select the firm requesting a transcript in the Lookup Firm popup. See Looking up firms.
- Business Units
  
  Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to requests tied to specific BUs (see Lookup panel). BUs are set in Business Units.
Click . RB9 lists all back orders that meet the search criteria.
Click a hyperlinked Order No. to go to its View Transcript Order window to see the transcript’s current status and order details.