IdealWare Online Users Manual

SP3-03-01 S/P INQUIRIES
31586 Sales Order Inquiry, Selection Criteria

 

PURPOSE

 

The Sale Order Inquiry program is used to display sales orders using a variety of search criteria.

 

Order Inquiry is accessed from:

  • Sale Processing Menu, Inquiry Selections
  • Sale Order Processing, Sale Order Entry - Order Initialization

The program is broken down into the following components:

  1. SELECTION CRITERIA - This article
  2. ORDERS DISPLAY & OPTIONS - see 31587
  3. INDIVIDUAL ORDER DISPLAY - see 31588

 

PROCEDURE

 

When you select Sale Order Inquiry the following list of options is displayed:

 

SELECTION CRITERIA SCREEN

┌────────────────────────────────────────────────────────────────────────────────┐
│05/08/07                 ***** SALE ORDER INQUIRY *****                         â”‚
│                     COMPANY: 01 - D E M O   C O M P A N Y                      â”‚
│                                                                                â”‚
│** ENTER STORE CODE: 00 IDEALWARE STORE# 1                                      â”‚
│** CURRENT, HISTORY OR BOTH (C/H/B): B BOTH                                     â”‚
│( 1)  SPECIFY INVOICE                                                           â”‚
│( 2)  SCAN BY INVOICE NUMBER                                                    â”‚
│( 3)  DATE ORDERED, CUSTOMER                                                    â”‚
│( 4)  SHIPPER'S INQUIRY                                                         â”‚
│( 5)  CUSTOMER, DATE ORDERED                                                    â”‚
│( 6)  SALESMAN, DATE ORDERED                                                    â”‚
│( 7)  ORDER INQUIRY BY PRODUCT                                                  â”‚
│( 8)  TRANSFER INQUIRY                                                          â”‚
│( 9)  TRANSFERS IN PROGRESS INQUIRY                                             â”‚
│(10)  RENTAL/INSTALLATION INQUIRY                                               â”‚
│(11)  RESERVED                                                                  â”‚
│(12)  MODIFICATION HISTORY INQUIRY                                              â”‚
│(13)  CREDIT HOLD INQUIRY                                                       â”‚
│** ENTER INQUIRY OPTION (F4 TO END): __                                         â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER INQUIRY OPTION (F4 TO END):

 

"1" .. "13" to specify the desired selection criterion.

 

[F3] to re-enter the CURRENT/HISTORY setting or the STORE CODE.

 

[F4] to exit the inquiry.

 

 

NOTE

 

If you press [F3] the following two option prompts are available to change the order search.


** ENTER STORE CODE:

 

Enter the store code.

 

In a single store environment this value defaults to the usual store code. In a multi store environment:

  1. From SALE ORDER ENTRY, this value defaults to the store code set during sale order entry.
  2. From the SALE ORDER PROCESSING INQUIRY and the ACCOUNTS RECEIVABLE menu, this value defaults to 00.

 

 

** CURRENT, HISTORY OR BOTH (C/H/B):

 

"C" for current invoices only.

 

"H" for history (paid) invoices only.

 

IdealWare can be configured to retain sale order and cash till sale history data for up to 99 months (8 years).

 

 

"B" for both types of invoices.

 

 

SELECTION CRITERIA

 

(1) SPECIFY INVOICE

 

When you select criterion (1) to search by a specific invoice number the following prompts are displayed:

 

ENTER INVOICE#:
ENTER DOCUMENT TYPE, INVOICE NUMBER OR PRESS CR FOR STARTING INVOICE:

 

Enter a specific invoice number to look up.

 

Enter only the last 7 characters of the invoice number (do not include the store code); after you have entered a valid invoice number, the invoice number will be re-displayed.

 

 

[F3] to re-enter selection criteria.

 

>> INVOICE# 00-001#### IS NOT ON FILE - CR TO CONTINUE:

 

Indicates that you entered the number incorrectly, or entered a number that does not exist.

 

 

[Enter] to return to the prompt to re-enter the invoice number.

 

** PRESS CR TO DISPLAY INVOICE INFORMATION, F4 FOR NEW OPTION:

 

[Enter] to display the specified order's information.

 

See 31588 - INDIVIDUAL ORDER DISPLAY.

 

 

[F3] to re-enter invoice number.

 

[F4] to re-enter selection criteria.


(2) SCAN BY INVOICE NUMBER

 

When you select criterion (2) to search by starting invoice number the following prompts are displayed:

 

** ENTER INVOICE#:
ENTER UP TO THE LAST 6 DIGITS OF INVOICE NUMBER WITHOUT INCLUDING THE STORE CODE OR DOCUMENT TYPE.

 

Enter the last six digits of the starting order number.

 

[Enter] to start from the first order number in the system.

 

[F3] to re-enter selection criteria.

 

** PRESS CR TO DISPLAY INVOICE INFORMATION, F4 FOR NEW OPTION:

 

[Enter] to display orders beginning with the number specified.

 

[F3] to re-enter starting order number.

 

[F4] to re-enter selection criteria.

 

  Example Display: 

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct31/99                 ***** SALE ORDER INQUIRY *****                         â”‚
│                      COMPANY: 01 - DEMOS BUILDING CENTRE                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   ORDERED STAT CUSTOMER DLY INVOICE    C/H SMAN   2SHP/BTCH SHIPPED      TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 Sep01/99  Y  BROHOM    N  01-E100002  C  SUPER  99999999  Sep01/99    104.18 â”‚
│ 2 Sep01/99  Y  REMCON    N  01-E100003  C  SUPER  99999999  Sep01/99    203.56 â”‚
│ 3 Sep01/99  Y  BEAFIR    N  01-A100006  H  GIL    010003    Sep01/99     62.74 â”‚
│ 4 Sep01/99  Y  CAMCON    N  01-E100007  C  SUPER  99999999  Sep01/99    228.63 â”‚
│ 5 Sep01/99  N  SNAVAL    N  01-A100008  C  GAY    Sep01/99  Sep01/99     74.94 â”‚
│ 6 Sep01/99  Y  REMCON    N  01-A100009  H  GIL    010003    Sep01/99      5.59 â”‚
│ 7 Sep01/99  Y  GSGDEV    N  01-E100009  C  SUPER  99999999  Sep01/99 13,270.14 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit and return to selection criteria.

 

 

FIELDS

 

ORDERED

 

Ordered date.

 

STAT

 

Order complete: yes or no.

 

CUSTOMER

 

Customer code.


DLY (Delivery?)

 

Y = yes, N = no.

 

INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history (paid).

 

SMAN

 

Salesman code.

 

2SHP/BTCH

 

Date to be shipped (if current); batch number (if history).

 

SHIPPED

 

Date shipped (if history).

 

TOTAL

 

Total amount of sale.

 

(3) DATE ORDERED, CUSTOMER

 

When you select criterion (3) to search by starting order date and starting customer code (within order date) the following prompts are displayed:

 

** ENTER DATE ORDERED: MMDDYY

 

Enter the starting date in the format MM/DD/YY.

 

[Enter] for current system date.

 

[F2] for earliest date in system.

 

[F3] to re-enter selection criteria.

 

** ENTER CUSTOMER CODE:

 

Enter the starting customer code.

 

This can be a partial code.

 

 

[Enter] for the first customer.

 

[F3] to re-enter starting date.

 

** PRESS CR TO DISPLAY INVOICE INFORMATION, F4 FOR NEW OPTION:

 

[Enter] to display the list of orders.

 

[F3] to re-enter starting customer code.

 

[F4] to re-enter selection criteria.


Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct31/99                 ***** SALE ORDER INQUIRY *****                         â”‚
│                      COMPANY: 01 - DEMOS BUILDING CENTRE                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   ORDERED STAT CUSTOMER DLY INVOICE    C/H SMAN   2SHP/BTCH SHIPPED      TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 Sep01/99  Y  111       N  01-R100047  H  MEL    010003    Sep01/99    160.01-│
│ 2 Sep01/99  N  3LUTCAB   N  01-A100034  C  GAY    Sep01/99  Sep01/99    503.94 â”‚
│ 3 Sep01/99  Y  797900    N  01-C100053  H  GAY    010003    Sep01/99      1.34 â”‚
│ 4 Sep01/99  Y  797900    N  01-E100013  C  SUPER  99999999  Sep01/99    149.80 â”‚
│ 5 Sep01/99  Y  AJMHOM    N  01-E100014  C  SUPER  99999999  Sep01/99    190.88 â”‚
│ 6 Sep01/99  Y  ALTDEV    N  01-E100015  C  SUPER  99999999  Sep01/99    139.50 â”‚
│ 7 Sep01/99  Y  AMESID    N  01-A100028  H  MEL    010003    Sep01/99    314.42 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit and return to selection criteria.

 

 

FIELDS

 

ORDERED

 

Ordered date.

 

STAT

 

Order complete: yes or no

 

CUSTOMER

 

Customer code.

 

DLY (Delivery?)

 

Y = yes, N = no

 

INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history (paid).

 

SMAN

 

Salesman code.

 

2SHP/BTCH

 

Date to be shipped (if current); batch number (if history).


SHIPPED

 

Date shipped (if history).

 

TOTAL

 

Total amount of sale.

 

(4) SHIPPER'S INQUIRY

 

When you select criterion (1) to search by starting date to ship (or shipped date) and by city and area the following prompts are displayed. Note, this search displays only "delivery" orders.

 

** ENTER DATE TO SHIP/SHIPPED: MMDDYY

 

Enter the date to ship, or the date actually shipped.

 

[Enter] for current system date.

 

[F2] for earliest date in system.

 

[F3] to re-enter selection criteria.

 

** ENTER CITY:

 

Enter the starting city code.

 

[Enter] for the first.

 

[F3] to re-enter date.

 

** ENTER AREA:

 

Enter the starting area code.

 

[Enter] for the first.

 

[F3] to re-enter city code.

 

** PRESS CR TO DISPLAY INVOICE INFORMATION, F4 FOR NEW OPTION:

 

[Enter] to display list of orders.

 

[F3] to re-enter area code.

 

[F4] to re-enter selection criteria.


  Example Display: 

┌────────────────────────────────────────────────────────────────────────────────┐
│04/09/96                 ***** SALE ORDER INQUIRY *****                         â”‚
│                            COMPANY: 01 - IDEALWARE                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   TO-SHIP D? CITY       AREA   CUSTOMER PRT? INVOICE    C/H SHIPPED      TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 01/15/96 Y                   SMITHAR   N   01-C100689  C  00/00/00    430.33 â”‚
│ 2 01/15/96 Y SURREY,           MAGCED    Y   01-A100679  C  00/00/00  1,255.74 â”‚
│ 3 01/15/96 Y SURREY,           MAGCED    N   01-A100685  C  00/00/00    114.10 â”‚
│ 4 01/21/96 Y                   CASHSALE  Y   01-C100701  C  01/21/96  1,127.34 â”‚
│ 5 01/23/96 Y NORTH VANC        BALKIT    N   01-A100719  C  00/00/00    443.01 â”‚
│ 6 01/24/96 Y                   CASHSALE  N   01-C100720  C  00/00/00    166.42 â”‚
│ 7 01/28/96 Y                   FOGEDAN   N   01-C100766  C  00/00/00     87.73 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   (PAGE MODE)                                                                  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to Display General Inquiry Options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to Exit and return to selection criteria.

 

 

FIELDS

 

TO-SHIP

 

Date to be shipped.

 

D? (Delivered?)

 

Y = yes, N = no.

 

CITY

 

City.

 

AREA

 

Area.

 

CUSTOMER

 

Customer code.

 

PRT? (Order Printed?)

 

Y = yes, N = no

 

INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history (paid)


SHIPPED

 

Date shipped.

 

TOTAL

 

Total amount of sale.

 

(5) CUSTOMER, DATE ORDERED

 

When you select criterion (5) to search by starting customer code and order date the following prompts are displayed:

 

** ENTER CUSTOMER CODE:

 

Enter starting customer code.

 

This can be a partial code.

 

 

[Enter] for the First.

 

[F3] to re-enter selection criteria.

 

** ENTER DATE ORDERED: MMDDYY

 

Enter starting order date.

 

[Enter] for current system date.

 

[F2] for earliest date in system.

 

[F3] to re-enter starting customer code.

 

** PRESS CR TO DISPLAY INVOICE INFORMATION, F4 FOR NEW OPTION:

 

[Enter] to display the list of invoices.

 

[F3] to re-enter date.

 

[F4] to re-enter selection criteria.

 

Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct31/99                 ***** SALE ORDER INQUIRY *****                         â”‚
│                      COMPANY: 01 - DEMOS BUILDING CENTRE                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   CUST    STAT CUST PO#  DLY INVOICE   C/H SMAN   2SHP/BTCH SHIPPED      TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 3LUTCAB   N             N  01-A100034 C  GAY    Sep01/99  Sep01/99    503.94 â”‚
│ 2 797900    Y             N  01-C100053 H  GAY    010003    Sep01/99      1.34 â”‚
│ 3 797900    Y             N  01-E100013 C  SUPER  99999999  Sep01/99    149.80 â”‚
│ 4 797900    Y             N  01-A100168 H  MEL    010004    Sep02/99     80.19 â”‚
│ 5 797900    Y             N  01-A100169 H  MEL    010004    Sep02/99       .00 â”‚
│ 6 797900    Y             N  01-A100177 H  MEL    010004    Sep02/99     46.66 â”‚
│ 7 A         Y             N  01-R100610 C  GAY    Sep08/99  Sep08/99     25.67-│
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 


[F4] to exit and return to selection criteria.

 

 

FIELDS

 

CUSTOMER

 

Customer code.

 

STAT

 

Order complete: yes or no.

 

CUST PO#

 

Customer purchase order number.

 

DLY (Delivery?)

 

Y = yes, N = no

 

INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history (paid).

 

SMAN

 

Salesman code.

 

2SHP/BTCH

 

Date to be shipped (if current); batch number (if history).

 

SHIPPED

 

Date shipped.

 

TOTAL

 

Total amount of sale.

 

(6) SALESMAN, DATE ORDERED

 

When you select criterion (6) to search by starting salesman's code and order date the following prompts are displayed:

 

** ENTER SALESMAN CODE:

 

Enter starting salesman code.

 

This can be a partial code.

 

 

[Enter] for first.

 

[F3] to re-enter selection criteria.


** ENTER DATE ORDERED: MMDDYY

 

Enter starting order date.

 

[Enter] for current system date.

 

[F2] for earliest date in system.

 

[F3] to re-enter salesman code.

 

** PRESS CR TO DISPLAY INVOICE INFORMATION, F4 FOR NEW OPTION:

 

[Enter] to display list of orders.

 

[F3] to re-enter date.

 

[F4] to re-enter selection criteria.

 

Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct31/99                 ***** SALE ORDER INQUIRY *****                         â”‚
│                      COMPANY: 01 - DEMOS BUILDING CENTRE                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   SMAN STAT CUST PO#  DLY INVOICE   C/H CUSTOMER  2SHP/BTCH SHIPPED      TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 SUPER  Y             N  01-C3A0019 H  CASHSALE  010003    Sep01/99      9.60-│
│ 2 SUPER  Y             N  01-E100002 C  BROHOM    99999999  Sep01/99    104.18 â”‚
│ 3 SUPER  Y             N  01-E100003 C  REMCON    99999999  Sep01/99    203.56 â”‚
│ 4 SUPER  Y             N  01-E100007 C  CAMCON    99999999  Sep01/99    228.63 â”‚
│ 5 SUPER  Y             N  01-E100009 C  GSGDEV    99999999  Sep01/99 13,270.14 â”‚
│ 6 SUPER  Y             N  01-E100012 C  ENCDES    99999999  Sep01/99    407.92 â”‚
│ 7 SUPER  Y             N  01-E100013 C  797900    99999999  Sep01/99    149.80 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to Display General Inquiry Options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit and return to selection criteria.

 

 

FIELDS

 

SMAN

 

Salesman code.

 

STAT

 

Order complete: yes or no.

 

CUST PO#

 

Customer purchase order number.

 

DLY (Delivery?)

 

Y = yes, N = no.


INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history (paid).

 

CUSTOMER

 

Customer code.

 

2SHP/BTCH

 

Date to be shipped (if current); batch number (if history).

 

SHIPPED

 

Date shipped.

 

TOTAL

 

Total amount of sale.

 

(7) ORDER INQUIRY BY PRODUCT

 

When you select criterion (7) to search by product code and invoice number to display all sale orders associated with the product code the following promts are displayed:

 

** ENTER PRODUCT CODE:

 

Enter product code.

 

[F3] to re-enter selection criteria.

 

** ENTER CUSTOMER CODE:

 

Enter the customer code.

 

[F3] to re-enter product code.

 

[F5] to display customer codes for selection.

 

** ENTER DATE ENTERED: MMDDYY

 

Enter date the order was entered.

 

[Enter] for current system date.

 

[F2] to display all dates starting with most recent.

 

[F3] to re-enter customer code.


Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│04/10/96        ** ORDER INQUIRY BY: ORDER INQUIRY BY PRODUCT **                â”‚
│                            COMPANY: 01 - IDEALWARE                             â”‚
│STORE:    01                                                                    â”‚
│PRODUCT:  320570  16 OZ CLAW HAMMER                    COMMITTED: 305.50  EA    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   INVOICE    LINE CUSTOMER   ENTERED  QUANTITY UNIT      PRICE PER   ExTENSION â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 01-A100589 0010 *02      09/20/95       1.00 EA        14.57 EA        14.57 â”‚
│ 2 01-A100564 0010 *02      09/17/95       1.00-EA        14.57 EA        14.57-│
│ 3 01-A100535 0010 AHCON    08/25/95       2.00 EA        28.59 EA        57.18 â”‚
│ 4 01-A100527 0010 ABACON   08/16/95       1.00 EA        28.59 EA        28.59 â”‚
│ 5 01-A100187 0020 ACTDEV   10/06/94       1.00 EA        28.59 EA        28.59 â”‚
│ 6 01-A100187 0010 ACTDEV   10/06/94      10.00 EA        28.59 EA       285.90 â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   (PAGE MODE)                                                                  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit and return to selection criteria.

 

 

FIELDS

 

INVOICE

 

Invoice number.

 

LINE

 

Order detail line number.

 

CUSTOMER

 

Customer code.

 

ENTERED

 

Date of order.

 

QUANTITY

 

Product quantity.

 

UNIT

 

Product quantity unit.

 

PRICE

 

Price per unit.

 

PER

 

Product pricing unit.

 

EXTENSION

 

Total of quantity times unit price.


(8) DELIVERY TRANSFER INQUIRY

 

When you select criterion (8), in multi-location environments, this feature displays a log of orders transferred between stores for "other store shipping." There are no prompts for this option.

 

  Example Display: 

┌────────────────────────────────────────────────────────────────────────────────┐
│04/15/96                 ***** COUNTER SALE ENTRY *****                         â”‚
│                   COMPANY: 01 - Ideal Building Supplies Ltd.                   â”‚
│--------------------------------------------------------------------------------│
│   INVOICE   DATE/TIME      DESCRIPTION                    FROM TO  SEQ CONFIRM â”‚
│--------------------------------------------------------------------------------│
│ 1 C1A314474 94/02/14 09:44 RECEIVE ORDERS                  C1  C2  0021   Y    â”‚
│ 2 C1A314474 94/02/16 08:15 TRANSMIT ORDER                  C2  C1  0022   Y    â”‚
│ 3 C1A314474 94/04/09 19:05 TRANSMIT COMPLETION NOTICE      C2  C1  2378   N    â”‚
│ 4 C1A315054 94/02/14 13:40 RECEIVE ORDER                   C1  C2  0023   Y    â”‚
│ 5 C1A315054 94/02/14 13:41 RECEIVE ORDER                   C1  C2  0024   Y    â”‚
│ 6 C1A315054 94/02/14 13:42 RECEIVE ORDER                   C1  C2  0025   Y    â”‚
│ 7 C1A315054 94/03/03 23:17 RECEIVE SHIPPING CUTOFF         C1  C2  0149   Y    â”‚
│ 8 C1A315054 94/03/04 09:00 TRANSMIT ORDER                  C2  C1  0297   Y    â”‚
│ 9 C1A315054 94/04/09 19:05 TRANSMIT COMPLETION NOTICE      C2  C1  2378   N    â”‚
│--------------------------------------------------------------------------------│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY: ___             â”‚
│   (PAGE MODE)                                                                  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit.

 

 

FIELDS

 

INVOICE

 

Invoice number.

 

DATE/TIME

 

Date and time of transmission.

 

DESCRIPTION

 

Transmission description.

 

FROM

 

Originating store.

 

TO

 

Receiving store.

 

SEQ

 

Transmission sequence number.

 

CONFIRM

 

Transmission successful? Y = yes, N = no.


( 9) TRANSFERS IN PROGRESS INQUIRY

 

When you select criterion (9), in multi-location environments, this feature displays a log of orders in process of being transferred between stores. There are no prompts for this option.

 

  Example Display: 

┌────────────────────────────────────────────────────────────────────────────────┐
│05/08/07                 ***** SALE ORDER INQUIRY *****                         â”‚
│                     COMPANY: 01 - D E M O   C O M P A N Y                      â”‚
│                                                                                â”‚
│** ENTER STORE CODE: 00 IDEALWARE STORE# 1                                      â”‚
│──────────────────────────────< GENERAL INQUIRY >───────────────────────────────│
│ 05/08/07          ***** I/V - ORDERS BEING TRANSMITTED *****          09:50:45 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│    ORDER       TRANSFER TYPE                            START TIME             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 01A101324    TRANSFER ORDER                              09:40               â”‚
│ 2 01C101181    TRANSMIT PAYMENT                            09:45               │
│ 3 01C101184    TRANSMIT ORDER                              09:49               â”‚
│  **** END OF FILE ****                                                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ ** SELECT INQUIRY OPTION (F12 FOR OPTIONS), F4 TO EXIT INQUIRY,: ___           â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit.

 

 

FIELDS

 

ORDER

 

Invoice or payment number.

 

TRANSFER TYPE

 

Type of transaction.

 

START TIME

 

Transmission start time.


(10) RENTAL/INSTALLATION INQUIRY

 

When you select option (10) to search by installation tickets or rentals the following promts are displayed:

 

** ENTER ORDER TYPE :
I=INSTALL TICKETS, L=RENTALS

 

"I" to display installation tickets.

 

"L" to display rentals.

 

[F3] to re-enter selection criteria.

 

** ENTER INSTALLATION DATE: MMDDYYYY

 

Enter the date to display.

 

[Enter] for current system date.

 

[F2] for all dates.

 

[F3] to re-enter type.

 

Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│05/08/07                 ***** SALE ORDER INQUIRY *****                         â”‚
│                     COMPANY: 01 - D E M O   C O M P A N Y                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│  DUE BACK STAT CUSTOMER DLY INVOICE    C/H SMAN   ORDERED   2SHP/BTCH    TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 02/07/07  N  JONMIK    N  01-L100023  C  JOHN   01/28/07  01/28/07    240.45 â”‚
│ 2 02/08/07  Y  SMIHAR    N  01-L100040  C  JOHN   01/29/07  01/29/07     11.45 â”‚
│ **** END OF FILE ****                                                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS), F4 TO EXIT INQUIRY, ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE):           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit and return to selection criteria.

 

When you exit the order display you have the additional option of pressing [F5] to display the installation/rental inquiry.

 

 

FIELDS

 

DUE BACK (Rentals only)

 

Date due for return.


INSTALL (Installations only)

 

Installation date.

 

STAT

 

Return status: Y = returned, N = not returned.

 

CUSTOMER

 

Customer code.

 

DLY (Delivery)

 

Y = yes, N = no.

 

INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history (paid).

 

SMAN

 

Salesman code.

 

ORDERED

 

Date originally ordered.

 

2SHP/BTCH

 

Date to be shipped (if current) or batch # (if history).

 

TOTAL

 

Total amount.


(11) RESERVED

 

(12) MODIFICATION HISTORY INQUIRY

 

When you select criterion (12) this feature displays a log of order modifications. There are no prompts for this option.

 

Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│05/08/07                 ***** SALE ORDER INQUIRY *****                         â”‚
│                     COMPANY: 01 - D E M O   C O M P A N Y                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   INVOICE   DATE/TIME      DESCRIPTION                 LOGIN  OPER  AUTH  SPER â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 0110000A  05/14/06 22:57 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│ 2 0110000A  12/13/06 13:36 2 LINE ADDITIONS            SUPER  SUPER       SUPER│
│ 3 0110001A  12/13/06 00:38 3 LINE ADDITIONS            JOHN   JOHN        JOHN â”‚
│ 4 0110001A  12/13/06 00:39 1 LINE ADDITIONS            JOHN   JOHN        JOHN â”‚
│ 5 0110001A  12/13/06 00:39 INVOICE PRINTED             JOHN   JOHN        JOHN â”‚
│ 6 0110002A  12/13/06 00:43 1 LINE ADDITIONS            JOHN   JOHN        JOHN â”‚
│ 7 0110003A  04/16/07 14:37 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│ 8 0110004A  04/16/07 14:40 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│ 9 0110005A  12/13/06 01:05 2 LINE ADDITIONS            JOHN   JOHN        JOHN â”‚
│10 0110007A  04/16/07 14:57 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│11 0110008A  04/16/07 14:58 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│12 0110008A  04/16/07 15:12 SALES ORDER DOC PRINTED     SUPER  SUPER       SUPER│
│13 0110008A  04/16/07 15:20 INVOICE PRINTED             SUPER  SUPER       SUPER│
│14 0110009A  04/16/07 15:03 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│15 0110010A  04/16/07 15:04 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│16 0110010A  04/16/07 15:07 INVOICE PRINTED             SUPER  SUPER       SUPER│
│17 0110011A  04/16/07 15:22 1 LINE ADDITIONS            SUPER  SUPER       SUPER│
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS), F4 TO EXIT INQUIRY, ___             â”‚
│   LINE#+CR=RETURN WITH ITEM (PAGE MODE):                                       â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit.

 

 

FIELDS

 

INVOICE

 

Invoice number.

 

DATE/TIME

 

Date and time of modification.

 

DESCRIPTION

 

Description of modification.

 

LOGIN

 

Login code while modification completed.

 

OPER

 

Operator code while modification completed.


AUTH

 

Authorization code while modification completed.

 

SPER

 

Salesperson code while modification completed.

 

(13) CREDIT HOLD INQUIRY

 

When you select criterion (13) this feature displays a list of orders on credit hold. There are no prompts for this option.

 

Example Display:

┌────────────────────────────────────────────────────────────────────────────────┐
│05/08/07                 ***** SALE ORDER INQUIRY *****                         â”‚
│                     COMPANY: 01 - D E M O   C O M P A N Y                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   ORDERED STAT CUSTOMER DLY INVOICE    C/H SMAN   TO-SHIP   SHIPPED      TOTAL â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 02/11/05  Y  DIVCON    N  01-E100114  C  SUPER  02/11/05  02/11/05    569.64 â”‚
│ 2 12/13/06  Y  1000017   N  01-C100003  C  JOHN   12/13/06  12/13/06       .00 â”‚
│ 3 12/13/06  Y  AAAWOO    N  01-A100008  C  JOHN   12/13/06  12/13/06    271.07 â”‚
│ 4 12/13/06  N  CASHSALE  N  01-10000A   C  SUPER  12/13/06  12/13/06    946.54 â”‚
│ 5 12/13/06  Y  CASHSALE  N  01-C100004  C  JOHN   12/13/06  12/13/06     34.21 â”‚
│ 6 12/13/06  Y  CASHSALE  N  01-C100005  C  JOHN   12/13/06  12/13/06     28.61 â”‚
│ 7 12/13/06  Y  CASHSALE  N  01-C100007  C  JOHN   12/13/06  12/13/06       .00 â”‚
│ 8 12/13/06  Y  DIVCON    N  01-A100000  C  JOHN   12/13/06  12/13/06     45.80 â”‚
│ 9 12/13/06  Y  DIVCON    N  01-A100009  C  JOHN   12/13/06  12/13/06     22.90 â”‚
│10 12/13/06  Y  DIVCON    N  01-E100111  C  JOHN   99999999  12/13/06       .00 â”‚
│11 12/13/06  Y  DIVCON    N  01-E100112  C  JOHN   99999999  12/13/06       .00 â”‚
│12 12/13/06  Y  DIVCON    N  01-E100113  C  JOHN   99999999  12/13/06       .00 â”‚
│13 12/13/06  N  JACBIL    N  01-S102002  C  JOHN   12/13/06  00000000    114.49 â”‚
│14 12/13/06  N  MAGCED    Y  01-10001A   C  JOHN   12/13/06  00000000    628.81 â”‚
│15 12/13/06  Y  MAGCED    N  01-A100006  C  JOHN   12/13/06  12/13/06       .00 â”‚
│16 12/13/06  N  NABJIM    N  01-S100010  C  JOHN   12/13/06  00000000     57.24 â”‚
│17 12/13/06  N  SMIMAR    N  01-10005A   C  JOHN   12/13/06  00000000     51.51 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT INQUIRY OPTION (F12 FOR OPTIONS), F4 TO EXIT INQUIRY, ___             â”‚
│   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE):           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT INQUIRY OPTION (F12 FOR OPTIONS); F4 TO EXIT INQUIRY:

 

[F12] to display general inquiry options.

 

See 31587 ORDERS DISPLAY OPTIONS.

 

 

[F4] to exit and return to selection criteria.

 

 

FIELDS

 

ORDERED

 

Date ordered.

 

STAT

 

Order status: Y = complete, N = onhold.


CUSTOMER

 

Customer code.

 

DLY (Delivery)

 

Y = yes, N = no.

 

INVOICE

 

Invoice number.

 

C/H

 

C = current, H = history.

 

SMAN

 

Salesman code.

 

TO-SHIP

 

Date to ship.

 

SHIPPED

 

Date shipped.

 

TOTAL

 

Order total.