Order screen

The order screen opens when you click a row of the orders list or press New. It shows one order. The header is in the top part. The lines are in the bottom part.

Layout

The screen is a shell form (shipment_order_shell) with two slots.

Slot	Form	Content
Top	shipment_order_tabbed ("Shipment Order")	The header, in six tabs.
Bottom	shipment_order_line_list ("Order Lines")	The lines of the order.

The top form shows a back arrow (the form is set to show one).

Not confirmed by code: where the back arrow leads. To verify: open an order from the list, click the arrow, and note the screen that opens.

Tabs

Tab	Page	What it holds
Header	Header tab	Order number, status, type, owner, priority, requested ship date, notes.
Ship To	Ship To tab	Customer, carrier, cancel reason.
Picks	Picks tab	The reservations of the order. One row per pick. Has Delete Selected.
Tasks	Tasks tab	The pick tasks of this order. Has Return to Pool, Reassign, Delete Task.
Cartons	Cartons tab	The boxes the plan says to use. Read only.
Cartonization exceptions	Cartonization exceptions tab	The lines the plan could not place. Read only.

Source: form shipment_order_tabbed in 001_baseline.sql and the tab rows added by wms-meta-ui migrations 015 and 086.

Order toolbar (shipment_order_tabbed)

Button	Code	What it does	Page
Save	so_ts	Creates the order, or saves the changed fields of a saved order.	Creating an order, Editing an order
Release	so_release	Checks the order, launches it, and reserves stock.	Releasing an order
Cancel	so_cancel	Cancels the whole order. Needs the Cancel Reason of the Ship To tab.	Cancelling an order
Allocate	so_allocate	Reserves stock for the lines that have no reservation yet.	Allocating an order
Unallocate	so_unalloc	Gives back the reservations that are not in work.	Unallocating an order

After Release, Cancel, Allocate and Unallocate the whole order screen is drawn again, so the status and the grey buttons are new. There is no Delete button for an order and no Close button. There was a Preview Allocation button. It was removed. The API method shipment_order_allocate_preview still exists, but no button calls it (crates/services/web-ui-server/src/extensions/customization/shipment_order/allocate_action.rs:1-9).

Lines area

The lines list has its own toolbar. See Order lines list. Click a line to open the line card. The card replaces the lines list in the bottom slot. See Line card.

What changes on screen with the status

The screen greys the buttons and the fields that the server would refuse. The server decides. The screen only shows it early. The orders are grouped in three families.

Family	Statuses	Remark
New family	New, Partially allocated, Allocated	Not launched. The order has never been released.
Released family	Partially released, Released, Partially picked, Picked	Launched. Also an order that was released and whose lines were all cancelled, even if it reads New again.
Finished	Closed, Cancelled	Also any status the screen does not know.

The family uses the status and the launch marker (released_at). The marker wins over a New-family status (status_render.rs:285-293).

	New family	Released family	Finished
Fields Type, Ship To, Carrier	Editable	Read only	Read only
Fields Priority, Requested Ship, Notes	Editable	Editable	Read only
Save (order)	On	On	Grey
Release	On	On only when the status is Partially released, else grey	Grey
Cancel	On	On	Grey
Allocate	On	On, but grey when the status is Picked	Grey
Unallocate	On only for Partially allocated, Allocated, Partially released, Released	same	Grey
Line list New	On	Grey	Grey
Line card Delete	On, but grey for a line that has a reservation	Grey	Grey
Line card Cancel Qty	Grey	On	Grey
Line card Save	On	On	Grey
Line field Ordered	Editable	Editable	Read only
Line fields SKU, UOM	Editable, but read only for a line that has a reservation	Read only	Read only

Source: crates/services/web-ui-server/src/extensions/customization/shipment_order/status_render.rs:218-262 (the grey buttons) and :72-92, :150-168 (the read only fields).

A New order that has not been saved has no status yet. The screen then changes nothing (status_render.rs, the early return on an empty status).

Not confirmed by code: whether a grey button shows a tooltip. Only the line Delete has a coded reason ("This line has reservations — Unallocate first to remove it"). To verify: hover over a grey Release on a Released order.

Related pages

• Orders list
• Order statuses and transitions
• Who can do what
• API behind the buttons: shipment_order_create, shipment_order_update, shipment_order_release, shipment_order_cancel, shipment_order_allocate, shipment_order_cancel_allocation
• RF terminal: none. Orders are made and released on the web.