How to Create a New Order

Orders help to organize samples associated with the same lot. When samples are sent to LIMS utilizing Work Order JDE interface, the order is automatically created, with all necessary information from JDE record. When samples need to be entered manually, you must first create an order and then add sample to that order.

1. Create a New Order

1.1. From Home Page

  1. Click to open Main Menu
  2. Click on "Sample Life Cycle"
  3. Click on "Orders"
  4. Click "Add new"

1.2. From Orders QBE page

  1. Click "Add New" button

2. Populate Required Fields

Fields with a yellow background are required prior to saving the order. If these are left blank, LIMS will not let you save the record and show an error.

  1. Type in the Lot # into the text box, by overwriting [auto] text.
  2. Type in Work Order # if applicable
  3. Click on the calendar tool to select Manufacturing Date of the lot
  4. Type in Bulk Code, or click on blue "Bulk Code" label to search for the bulk code
  5. Click on the calendar tool to select Expiration Date of the lot
  6. Expand “Orders Other” section by clicking on arrow down, and fill out any other applicable fields.
  7. Click Save to create the order

Status, Product Name, Entered By, Entered On fields will be automatically populated after saving the record. Priority field has a default setting of “Normal” and can be changed by clicking on the blue "Priority" label and selecting a different priority level.

3. Follow Tutorial "How to Add Samples to an Order"

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