Sales Order Inquiry


Order Entry Menu -> 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:

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.

Topic Keyword: OEOD01 (4234)
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