inquiries. overview: several valuable inquiries are easily accessible from within a sales order...
TRANSCRIPT
![Page 1: Inquiries. Overview: Several valuable inquiries are easily accessible from within a sales order header, sales order line or any system menu. These include:](https://reader033.vdocuments.net/reader033/viewer/2022061305/551441e3550346284e8b49a9/html5/thumbnails/1.jpg)
Inquiries
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Overview:
Several valuable inquiries are easily accessible from within a sales order header, sales order line or any system menu. These include:
• Inventory Quantity Inquiry
• Inventory Ledger Inquiry
• Open Purchase Order Inquiry by Item or Vendor
• Open Sales Order Inquiry by Item or Customer
• Invoice History Inquiry by Item or Customer
• Customer History Inquiry
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Sales Order Header InquiriesSelect: Sales Order Menu
# 1 Daily Work# 20 Enter/Edit/Verify Sales Orders
At ORDER TYPE you may enter:- OI for Open Sales Order Inquiry- CH for Customer History Inquiry- IH for Invoice History Inquiry
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Open Sales Order Inquiry (OI)
Types of orders to search for:
1 = Special Orders/Work Orders2 = Regular Orders3 = Credits4 = All Types of Orders (defaults with <ENTER>)
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Description - only applicable if ‘1’ is selected at previous prompt
S = Special Orders WO# = Specific Work Order number <RET> = ‘ALL’ Work Orders
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Customer No - enter or search for a specific customer number or hit <enter> for all customers.
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Sub Acct # - enter or search for a specific sub account number or hit <enter> for all sub accounts.
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Select – you have the option to view the customer name (default), the ship-to name, the PO# or the job description for each order.
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Available options:M = display more orders (default) N = re-enter header criteria for next searchP = print all open orders S = start display over at first orderLine # = explode order to view line detailR = return with or without order to sales order entry (must also enter line # if returning with order), can also ESC to go back to sales order entry.
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This inquiry will display if a linked purchase order has quantities received that are outstanding on the open sales order.
It also displays the status of each open sales order as follows: (E)ntered, (P)rinted, (B)ackordered, (V)erified.
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Exploded Order
When an order is exploded, your options are:Line # = explode a line to view expected/received PO’s C = continue search by returning to previous screen R = return to sales order entry with or without order
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Exploded Line
When the line is exploded, you have the option to view purchase order details for this order only or all orders.
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Customer History Inquiry (CH)
Enter or search for Customer #.
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Enter a start date or <enter> for all history.
<ESCAPE> or enter ‘R’ to return to sales order entry.
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Invoice History Inquiry (IH)
Search options:
1 = specific invoice number2 = all invoices for a specific customer (from a specific order date)3 = all invoices for a specific sub account (from a specific order date)4 = all invoices with a specific PO #5 = specific work order #6 = specific unit # (for work orders only)
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If options 2 – 6 are selected, a second prompt displays, ‘Display invoice amount in place of’:
0 = don’t display invoice amount (default)1 = in place of purchase order number2 = in place of sub account number
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If option ‘2’ (Customer) is selected, you may enter the full customer number or a portion of the customer’s name, number or address to activate the search window. Then select the customer by entering the corresponding line #.
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In this example, once the customer was selected, a start date of 11/01/03 was entered.
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You may explode an invoice to view the detail by entering the corresponding line #.
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Exploded Invoice
For serialized items you may explode the line to view the serial number by entering ‘S’ and the corresponding line #.
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Exploded Line
<enter> to return to invoice.
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Enter ‘M’ for more to view the totals.
Further options: C = continue searching for invoices for this customerN = enter new search criteriaR or ESC = return to sales order entry
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Sales Order Line Inquiries
At the lines section of the sales order, enter ‘L’ for Lookup to access the Inventory Quantity Inquiry.
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If multi-location, and you wish to view quantities for all locations, enter ‘99’ at store # .
Inventory Quantity Inquiry (L)
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At item # you may enter: - all or part of the item number- any part of the description- scan the bar code.
You may also have the system prompt you to display only those items with on hand quantities.
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The system will perform a search and display all matches found (unless full item number was manually entered)
You now have the option of selecting an item that’s listed, by selecting the corresponding line #, or <enter> to view more results.
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Once an item is selected from the list, the cursor will jump to Customer #. The customer from the sales order will default. You may enter or search for an alternate customer to access their unique pricing.
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The default price level is retrieved from the customer master, <enter> to accept it or change to alternate price level.
NOTE: Price levels are explained further in our ‘PRICING’ PowerPoint.
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The inquiry displays all items in logical sequence number (item number) order, starting with the item number entered in the header.
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Your options at this point are displayed along the bottom of the screen. To expand them, enter ? and hit <enter>.
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F = Forward - will display subsequent items, one at a time.N = Next - will display subsequent items, an entire full screen at a time.B = Backward - will display preceding items, an entire full screen at a time.X# = Xpand Line # - will explode the corresponding item to display pricing details.R# = Return Line # - will return corresponding item to sales order entry line.LI# = Ledger Inquiry - will activate the Inventory Ledger Inquiry to view ledger activity pertaining to the corresponding item.II# = SO Order By Item - will activate the Open Sales Order by Item Inquiry to view open sales orders for the corresponding item.PI# = PO by Item - will activate the Open Purchase Order by Item Inquiry to view open purchase orders for the corresponding item.HI# = History by Item - will activate the Invoice History by Item Inquiry to view invoices in history for the corresponding item.
Explanation of Options
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Exploded Item (X#)
Displays all pricing details pertaining to this customer/item.
Price customer will be charged.
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Inventory Ledger Inquiry (LI#)
Displays all ledger activity pertaining to this item.
You may also select further options to view only certain ‘Types’ of ledger activity.
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Example: if you wish to only view ‘sales’ for this item, select ‘9’ Sale
You may also enter a ‘Start Date’, a specific ‘Customer/Vendor’ (depending upon ‘Activity Type’ selected above), and a specific ‘Order/Ref #’.
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Displays only ‘Sales’ activity for this item from a start date of 01/01/04.
If multi-location, you may change the location the activity is reflecting.
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You may explode a line, by entering ‘X + line #’ to display the full Customer/Vendor name.
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‘ESCAPE’ will bring you back to the previous inquiry.
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Open Sales Order By Item Inquiry (II#)
Displays all open sales orders for this customer/item.
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By entering ‘N’ for next, you may edit the header criteria to change inquiry for different item and/or customer.
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You may explode an order by entering ‘L’ with corresponding line #.
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Exploded Sales Order
Enter ‘C’ for Continue to return to Open Sales Order by Item Inquiry or ‘ESC’ to return to Inventory Quantity Inquiry.
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Open Purchase Order By Item Inquiry (PI#)
Displays all open purchase orders for this item.
NOTE: Status of PO is also displayed.
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By entering ‘N’ for next, you may edit the header criteria to change inquiry for different item.
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You may then select a further option to display purchase orders for a particular Vendor and/or Sub account only.
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You may explode a line to view further PO details by entering ‘L’ with corresponding line #.
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Exploded Purchase Order Line
<enter> to return to Open Purchase Order by Item Inquiry or ‘ESC’ to return to Inventory Quantity Inquiry.
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Invoice History by Item Inquiry (HI#)
Displays all previous invoices for this customer/item.
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By entering ‘N’ for next, you may edit the header criteria to change inquiry for different item and/or customer.
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You may explode an invoice by entering ‘L’ with corresponding line #.
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Exploded Invoice
Enter ‘C’ for Continue to return to Invoice History by Item Inquiry or ‘ESC’ to return to Inventory Quantity Inquiry.
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At Sales Order Line entry you may also enter:
- OI for Open Sales Order Inquiry- CH for Customer History Inquiry- IH for Invoice History Inquiry
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Menu InquiriesAll of the previously mentioned inquiries may be accessed from any system menu by entering their corresponding shortcut.
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OI = Open Sales Order Inquiry
II = Open Sales Order By Item Inquiry
IH = Invoice History Inquiry
HI = Invoice History by Item Inquiry
PI = Purchase Order by Item Inquiry
LI = Inventory Ledger Inquiry
INV II = Inventory Quantity Inquiry
CH = Customer History Inquiry
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All the item inquiries may also be accessed from the Ultimate Inquiry Menu.