Audience: TrueAuto SUPPLIERS who need to view customer demand information.
Use this guide to locate and review customer firm orders and forecast orders in TrueAuto.
Version | Date | Change summary |
1.0 | October 16, 2026 | Initial customer-facing guide for viewing firm and forecast orders. |
1.1 | October 20, 2026 | Added screenshots, the Navigating Demand Data section, and tab descriptions for firm and forecast orders. Removed Helpful Viewing Tips. |
Sign in to TrueAuto and confirm that the Customer Demand Mgt menu is available. Menu access can vary by customer setup. If a required option is missing, contact a TrueAuto support representative.
The Customer Demand Mgt menu, expanded to show Forecast Orders and Firm Orders.
Navigation tip: The main menu appears on the left side of the Home page. Use the Filter panel on an order screen to narrow the displayed records.
| Quick Paths |
Firm orders | Customer Demand Mgt > Firm Orders |
Forecast orders | Customer Demand Mgt > Forecast Orders |
The Firm Orders and Forecast Orders screens under Customer Demand Mgt use the same tools to help you find records quickly: the Filter panel, the Sorted by option, and a search box under each column heading.
The Customer Firm Orders screen, showing the Filter panel, the Sorted by option, and the column search boxes.
Use the Filter Panel
1. On the main menu, expand Customer Demand Mgt and click Firm Orders or Forecast Orders.
2. In the Filter panel at the top of the screen, set the criteria you need. On the Customer Firm Orders screen, the options are Ship Date (From), (To), Trading Partner, Shipping Status, and Exceptions filter.
3. Click the calendar icon to pick a date, or select a value from a dropdown list. Dropdown lists show All until you choose a value.
4. Click Filter. The list shows only the rows that match your criteria.
5. To clear your criteria and return to the full list, click Reset Filter.
Sort the List
1. Use the Sorted by dropdown list to choose the column that the list is sorted by. In the example below, the list is sorted by Ship Date.
2. You can also click a column heading once or twice until the up arrow (ascending) or the down arrow (descending) appears.
Search Within a Column
Under the column headings is a row of search boxes, one for each column. Use them to search dynamically within the results.
1. Click the search box under the column heading you want to search, for example Part Number, Type, Ship To, or Requested Qty.
2. Type the text or number you want to find. The list narrows to the rows that match your search string.
3. The Status column has a dropdown list instead of a text box. Select a status, or leave it set to All.
4. To clear a column search, delete the text in its search box.
5. Scroll right to see further columns. Each column has its own search box.
The Customer Firm Orders screen, showing the Filter panel, the Sorted by option, and the column search boxes.
Tip: Use the Filter panel first to narrow the list by date range or trading partner, then use a column search to find a specific part number.
What firm orders represent
Firm orders are firmed shipment requests received from a trading partner through EDI. TrueAuto displays each firm order as a unique record based on the trading partner specifications.
1. Open the firm order list: From the TrueAuto menu, select Customer Demand Mgt > Firm Orders.
2. Find the order: On the Customer Firm Orders screen, use the Filter panel if needed, then select the order you want to view.
3. Review order details: On the Firm Order Detail screen, review the General, Inner Containers, Allowance Charge, Other Info, and History tabs. Select View More when available to expand details.
The Customer Firm Order detail screen, General tab.
Firm Order Detail Tabs
Tab | What it does |
General | Shows the core details of the firm order, such as trading partner, ship to, part number, dates, quantities, and packaging. Select View more to expand additional fields. |
Inner Containers | Lists the inner containers (serials) assigned to the firm order. Select a container to see its details. |
Allowance Charge | Shows any allowances or charges applied to the firm order. |
Other Info | Holds further order details, including the Document Ref Number link that opens the original incoming EDI document. |
History | Shows the previous versions of the firm order each time changes are saved. See the note below. |
Additional Information | Shows additional information held with the firm order. |
Reference Fields | Shows reference fields that link the order to other data. Each reference field has a qualifier, a value, a keyword, and a description. |
Note: The History tab shows the full history of a single release line, from creation to fulfillment or cancellation. This is your audit trail.
What forecast orders represent
Forecast information is used for material or production planning. TrueAuto generally routes forecasted orders to the Planning file and firm orders to the Firm Orders file based on the trading partner setup.
1. Open the forecast order list: From the TrueAuto menu, select Customer Demand Mgt > Forecast Orders.
2. Find the forecast: On the Customer Forecast Orders screen, use the Filter panel if needed, then select the forecast you want to view.
3. Review forecast details: Review the General, SHIP/DELV DATE REVIEW, MISCELLANEOUS, and History tabs.
4. Optional: view the source EDI: On the MISCELLANEOUS tab, select the Document Ref Number link. In the Incoming Document window, select EDI to view the raw EDI. Use the Print icon if a printed copy is needed.
The Customer Forecast Order detail screen, General tab.
Forecast Order Detail Tabs
Tab | What it does |
General | Shows the core details of the forecast, such as trading partner, ship to, part number, requested quantity, unit of measure, and the forecast start and end dates. |
SHIP/DELV DATE REVIEW | Shows the requested and planned ship and delivery dates, together with the forecast start and end dates. |
Additional Information | Shows additional information held with the forecast order. |
Reference Fields | Shows reference fields that link the forecast to other data. Each reference field has a qualifier, a value, a keyword, and a description. |
If Firm Orders or Forecast Orders is unavailable, or if the displayed workflow differs from your environment, contact a TrueAuto support representative.
Source: TrueAuto Help - Overview
Supporting pages used for the procedures: Firm Orders | Forecast Orders