Sales Order Inquiry

This utility can be used to review open and closed Sales Orders with the product order details, selected by order number, by customer, by product, or by date.
All orders, open orders only, or orders with backorders only, can be selected.

Order information can also be reviewed from the window on the On Order field in Detailed Inventory Inquiry for the selected product, and from the View Sales Orders window in the Inventory Inquiry.

The prompts are:

REPORT BY

Select one of the following filter options:

• Select Order # to generate the Sales Order list by document selection.

  FROM

  Leave this field blank to include all eligible orders or enter a starting order number for the selection range, or select one from the Sales Order Search window.

  TO

  Leave this field blank to include all orders, or enter an ending order number, or select an ending order from the window.

• Select Customer # to generate the Sales Order list by customer selection.

  FROM

  Leave this field blank to include orders for all customers, or enter a starting customer number for the selection range, or select one from the Accounting Customer Search window.

  TO

  Leave this field blank to include orders for all customers, or enter an ending customer number, or select an ending customer from the window.

• Select Product # to generate the Sales Order list by product selection.

  FROM

  Leave this field blank to include orders for all products, or enter a starting product number for the selection range, or select one from the Inventory Search window.

  TO

  Leave this field blank to include orders for all products, or enter an ending customer number, or select an ending product from the window.

• Select Ship Date to generate the Sales Order list by date.

  FROM

  Accept the default start date of three months back from the current date, or enter a starting date for the shipped order range, or select one from the Calendar pop-up.

  TO

  Accept the current date, or enter an ending date for the shipped order range.

LOCATION, "ALL", OR "SEL"

• Type ALL to include orders from all locations in the output.
• To include orders for a single location, enter space for the Head Office, or enter a specific location code, or select one from the drop-down list.
• Type SEL to select a range of locations or to select locations by inventory region as outlined in Division Select By Region.

SALESMAN, "ALL" OR "SEL"

To select the orders by salesman choose one of the following:

• Type ALL to include orders for all salesman codes.
• To include orders for a specific salesman, enter the Salesman Codes, or select one from the drop-down list.
• Type SEL to select specific salesman codes to filter the order list, as outlined in Select Salesman Codes.

BACKORDERS ONLY

A backorder occurs either when a partial shipment of goods on an order was billed using Bill Sales Orders, or when an invoice was generated in Sales Orders Invoices and there was insufficient quantity to the complete order.

Check this box to include only orders that have backordered quantities.
Uncheck this box to include all orders in the selection with or without backordered products.

Note: Backordered quantities from Work Orders captured in Work Orders are also considered when calculating available quantities to fill the Sales Orders.
A list of backordered Work Orders can be generated from Backorder Report.

OPEN ORDERS ONLY

This field only applies if the Backordered Only box as not already been checked to filter the orders.

Check this box to include only open orders.
Uncheck this box to include all orders in the selection range regardless of status.

VIEW OPTION

Select one of the following output options:

• Select List option to display the orders in the selection range with the Sales Order number, customer number, billing name, location, order date, ship date, and salesman.
  When the order list is selected by Product range, each product number and committed quantity are also included.

  The order list can be resorted by any column in ascending or descending order, by clicking on the column heading.
  Columns can also be dragged and dropped to temporarily reposition them as required.

  View the Order Details from List:

  Highlight or focus on the preferred order record and click the DETAILS button to view the product details for that order, including the product numbers, descriptions, Original Order quantities, Shipped quantities, any Quantities Back Ordered, the Net Price each, and the Extended charge.
  In the Sales Order Details click EXP/CON to view the tax and discount information on that product order.
  Click OK to exit the Sales Order Details.
  The Sales Order header, details, and totals screens can then be viewed as outlined in the View Document Information.

• Select Paging to display a "busier" screen with all the same sales order information on the screen to allow for easier management of the various order states and ship dates without clicking on the DETAILS button on each line.
  Each product detail includes the Order# with Product#, Product Description, Quantities (ordered, shipped, backorder), Unit Price and Order Date.
  Invoice# and Invoice Date is also displayed for sales and partial sales of orders.
  A drill down option to the document is still provided from the "More Info" window on each line to view header, details, and totals screens as outlined in the View Document Information.

Note: Once a line item on a Sales Order has been billed the "Extended" amount on the order detail displays as zero and the drill down to the Order Totals no longer includes that item in the 'Sales' & 'Tax' Totals.

Finished?

Click ACCEPT to proceed or CANCEL to abort.