Filtering the Workbench - Order Exceptions

On the Workbench page, you can apply filters to quickly view the exceptions or tasks that are most important to you. You can also save frequently used filters for future use. Use this article to learn more about utilizing filters in Workbench to narrow down your search for shipment exceptions, order exceptions, inventory exceptions, and tasks.

Note: The exception types available for your tenant may vary.

In this article, you’ll learn more about accessing the Workbench’s order exception filter options and find details on each filter option.

See our Filtering the Workbench - Shipment Exceptions and Filtering the Workbench - Inventory Exceptions articles to learn more about other exception filter options in Workbench. See our Create and manage tasks from Workbench article to learn more about using the Tasks tab in Workbench.

Accessing the Workbench filter options for order exceptions

To apply a filter in Workbench:

  1. Access Workbench from the left navigation bar.

  1. When Workbench opens, the toggle at the top will default to Tasks or Exceptions, depending on how you last left it. Click the Exceptions option.

  1. After you select Exceptions, you should see either Order exceptions, Shipment exceptions, and/or Inventory exceptions, depending on how you last left the page. Click the arrow next to the exception type and use the drop-down to select Order exceptions, if it is not already displayed.

  1. Once in the order exceptions view, check the View by setting in the upper right corner. Use this drop-down to select whether you want to view Open exceptions only, Resolved exceptions only, or All exceptions.

  1. Next, click the Filters icon to expand the filter modal.

  1. Configure your filter for your order exceptions.
    1. The available filter options are described in the next two sections, broken down by whether they apply to the order(s) associated with the exception(s) or to specific exception details.
    2. Some options are hidden under the More filters option. Click on More filters, then use the drop-down under Select field to select a filter option. Click More filters again to add another option.
      1. Note: Once all possible options are added, the More filters button disappears.

  1. Click Apply to apply your filter to the Workbench.

Filtering by the associated order’s details

When filtering for order exceptions, your options include filtering for exceptions where:

  • The order associated with the exception matches your chosen options, and/or;
  • The exception details match your chosen options.

Both kinds of parameters can be used in conjunction with each other. For example, you can filter for all Appointment issue exceptions where the order is for a specific customer.

The filter options used to find exceptions based on their associated order are described in the subsections below.

Customer

You can view exceptions for specific customer’s orders by using the Customer filter.

Use the Is/Is not toggle on either field to indicate that the filter should only include exceptions for orders that are connected to selected customer(s) or should exclude exceptions for orders that are connected to those accounts.

Use the text fields to type the name of a customer account, then select an account from the results shown below. Select all customers that apply.

Click the X on a selected account to remove it from the filter.

Order #

Use the Order # filter to view exceptions for specific order IDs. Use the text field to type in an order ID number, then choose a matching order ID from the results shown below the field. Use the field multiple times to filter for exceptions from multiple orders.

Protip: If you’re copying and pasting a list of IDs into the Order # field, each ID can be separated by commas or spaces.

Note: The order ID entered must be an exact match to an existing order to find its associated exceptions. Partial ID numbers do not work.

Click the X on a selected order ID to remove it from the filter.

Order Status

Use the Order Status filter to view expectations for orders with specific statuses.

Use the Is/Is not toggle on either field to indicate that the filter should only include exceptions for orders with specific statuses or to exclude orders with those statuses from the results.

Type in the name of a status and select from matching results or click into the drop-down and select from the available statuses. Select all that apply.

Protip: Statuses in the drop-down are separated first by order type and then by phase. Both the order type and status name are shown when selected.

Click the X on a selected status to remove it from the filter.

Item name or number

Use the Item filter to search for exceptions based on the items contained in the order.

Use the Is/Is not toggle on either field to indicate that the filter should only include exceptions for orders with specific items or to exclude orders with those items from the results.

Use the Item name or Item number fields to type in the name or item number of an item and press the Enter key to add it.

Important notes:

  • This field does not show matching results below.
  • The name or number must be an exact match to an existing item.
  • Only one name and/or one number can be entered at a time. If both are used at the same time, only exceptions for orders with an item that matches both are shown.

Click the X on an entered item name or number to remove it from the filter.

Facility

Use the Facility field to view exceptions for orders with items stored at a specific facility.

Use the provided text fields to type in the name of a facility, then select from matching results shown in the drop-down below. Select all facilities that apply.

Note: All exceptions for orders with an item stored in at least one of the named facilities are shown.

Click the X on a selected facility to remove it from the filter.

Origin/Destination location

Use the Origin and Destination location fields to filter for all exceptions for orders that begin or end at specific locations.

Use the provided text fields to type in the name of a pickup or delivery location, then select from matching results shown in the drop-down below. Select all locations that apply.

Click the X on a selected location to remove it from its respective filter.

Pickup and Delivery date

The Pickup date/Delivery date filters allows you to view exceptions for orders that have a requested pickup or delivery date on or within a certain number of days after the specified date.

Click the Pickup date or Delivery date field to use the calendar tool to specify a date. Then, if needed, use the corresponding Date range field to type in or use the slider to select a number of days after the specified date.

Carrier

You can view exceptions for orders with an assigned carrier, either added directly to the order or assigned to the corresponding shipment(s), by using the Carrier filter.

Use the Is/Is not toggle on either field to indicate that the filter should only include exceptions for orders that are connected to selected carriers(s) or should exclude exceptions for orders that are connected to those accounts.

Use the text fields to type the name of a carrier account, then select an account from the results shown below. Select all carriers that apply.

Click the X on a selected account to remove it from the filter.

Tags

The Tags field allows you to filter for exceptions based on the tags assigned to the associated order(s). For example, you may want to see all the exceptions where the shipments have the tag #HotOrders.

This filter is available by clicking the More filters option and then selecting Tags in the Selected field drop-down.

Use the text field to type in the name of a tag, then select from the matching results that appear below. Select all tags that apply.

Click the X on a selected tag to remove it from the filter.

Secondary ID

Use this filter to view exceptions based on the associated orders’ Secondary ID.

  1. This filter is available by clicking the More filters option and then selecting Secondary ID in the Selected field drop-down.
  2. Click the drop-down to select a secondary ID type to filter for.
  3. Use the Is/Contains drop-down to filter for exceptions where the order’s has a secondary ID of the selected type that either:
    1. Is: Matches one of the entered ID values exactly.
    2. Contains: Contains the partial value that you input into the ID value field.
  4. Type in a full or partial ID and press the Enter key to add it to the ID value field.
    1. Add all IDs or partial IDs that apply.

Click the X on a selected ID value to remove it from the filter.

Groups

Use the Groups field to view exceptions for orders that are or are not associated with the selected visibility group(s).

This filter is available by clicking the More filters option and then selecting Groups in the Selected field drop-down.

In the text field, type in the name of a group, then select from the matching results below. Select all that apply. If an exception’s order is associated with at least one of the selected groups, that exception is included or excluded in the results, depending on your Is/Is not selection.

Click the X on a selected group to remove it from the filter.

Filtering by exception details

The subsections below details the fields that are used to filter for details specific to the order exceptions you want to view.

Exception type and reason

Use the Exception filter to view only those exceptions with a specific type and, if desired, a specific reason code or view all exceptions save for those with the specified type (and reason).

  1. Click Is or Is not on the toggle to include or exclude all exceptions of the selected type and reason.
  2. Use the Exception drop-down to select an exception type. Only one exception type can be added.
    1. You can apply the filter with just an exception type to include or exclude all exceptions of the selected type, regardless of their assigned reason.
  3. If desired, use the Reason drop-down to narrow your results. Only reasons that correspond to the selected type are shown.
    1. If you selected Is, only exceptions with both the selected type and reason are shown.
    2. If you selected Is not, all exceptions are shown except for those with both the selected type and reason. This means that exceptions of the selected type but a different reason still appear in the results.

Assigned to

Use the Assigned to filter to view exceptions based on the individual user or contact that the exception has been assigned to.

This filter is available by clicking the More filters option and then selecting Assigned to in the Selected field drop-down.

Use the text field to type in the name of a user on your tenant or an order contact, then select from the matching results shown below. You can only enter one assignee. Exceptions that are assigned to that individual are shown.

Responsible party

The Responsible party filter allows you to view exceptions based on the party participating in the order-to-shipment lifecycle that was named as responsible for resolving the issue that caused the exception.

This filter is available by clicking the More filters option and then selecting Responsible party in the Selected field drop-down.

Use the drop-down to select the responsible parties’ whose exceptions you wish to view. Select from Carrier, Carrider - driver, Customer, Location - pickup, Location - delivery, Other, or None. Select all that apply.

Click the X on a selected party to remove it from the filter.

Due date / Created date

The Due Date and Created date filters allow you to view exceptions based on the date resolution of the exception is due by and based on the date the exception was created in your tenant, respectively. If the exception’s creation or due dates fall within the selected date range on the filter, the exception appears in the filter’s results.

These filters are available by clicking the More filters option and then selecting Due Date and/or Created date in the Selected field drop-down.

By default, this field is set to Custom, which allows you to configure a custom date range using the provided calendar tools. Alternatively, you can use the drop-down on either filter to use a pre-selected date range by choosing from Today, Yesterday, This week, Past week, This month, or Past month.

If you apply both filters, then the exception’s Due date and Created date must both fall within the date ranges to appear in the filter’s results.

Exception status

Use the Exception status filter, located in the More filters options, to only view exceptions that are in one of the selected statuses.

Click the field and use the drop-down to select from Created, Valid, or Invalid exceptions. Select all that apply.

Use the X next to a selected status to remove it from the filter.

Owner

Use the Owner field in the More filters options to filter for exceptions based on the organization that is responsible for providing updates/information on the exception or resolving the exception.

Use the text field to type in the name of an organization, then select from the matching results shown below. Select all that apply.

Click the X on a selected organization to remove it from the filter.

Saving a filter

Do you filter by the same exception criteria regularly? Save filters to quickly apply them when you need to. After filling in all of the applicable fields, click Save as… in the bottom right corner.

Type in a name for your filter, then click the checkmark icon to save. If you change your mind, click the arrow icon to undo the action and not save the filter.

Next time you want to apply your saved filter, click My filters next to the filter icon in the top right corner of the Workbench page. This displays all of your saved filters. Select the one you want to quickly apply to your exceptions.

Note: The Workbench page saves filters for each exception type separately, so they only appear contextually when viewing that exception type.

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View the applied filter

Once a filter is applied, the criteria used to filter the page is displayed at the top of the Workbench’s order exceptions view.

Click clear on the right side to remove the filter. To edit the applied filter, click the filter icon to add to or remove the existing criteria.

A filter will remain until it is cleared or edited and reapplied. Even if you sign out and log back in, the last filter you applied to order exceptions will remain.

If you cannot find the order exception that you are looking for, look at the applied filter and clear or edit the filter to adjust what is being displayed.

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