IdealWare Online Users Manual

SP3-03-03 S/P INQUIRIES
31588 Sales Order Inquiry, Individual Order Display

 

PURPOSE

 

See 31586 - SALES ORDER INQUIRY, SELECTION CRITERIA and 31587 - SALES ORDER INQUIRY, ORDER DISPLAY OPTIONS.

 

The sales order inquiry displays an individual order detail or header screen when:

  • You specify an invoice number from the inquiry selection criteria screen.
  • You specify a line number from the orders display screen after searching by other criteria.

 

PROCEDURE

 

After specifying inquiry criteria and displaying the desired order(s), either the order header or order detail screen will display depending on which was last displayed. Toggle between header and detail screens by pressing [F1].

 

Example Sale Order Header Inquiry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│05/10/08             ***** SALE ORDER HEADER INQUIRY *****            TERM: Tm5 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│OPER   MYRNA                  ORDERED DATE 04/21/08                             │
│                                                                                â”‚
│ORDER# 01-A008811  (010008)   TO-SHIP DATE 04/21/08                             │
│DOCUM  CHARGE SALE            TO-SHIP TIME                                      â”‚
│TYPE   CHARGE-HISTORY         SHIPPED DATE 00/00/00                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│BILL-TO  WATCON   SORT WATCON           SHIP-TO  WATCON   CONTRACT              â”‚
│NAME     WATERS CONSTRUCTION            NAME     WATERS CONSTRUCTION            â”‚
│ADDR1                                   ADDR1                                   â”‚
│ADDR2    3516 TRIUMPH STREET            ADDR2    8423 WEST 19 AVE               â”‚
│CITY     VANCOUVER,   AREA              CITY     VANCOUVER    AREA              â”‚
│PROV     B.C.         PS CD V5K 1V1     PROV                  PS CD             â”‚
│PH#                                     PH#                                     â”‚
│FAX#         298-1440                   FAX#                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│OPER/SMAN ROB      SHIP PICK UP         CASH TOTAL            SUB-TOT    141.20 â”‚
│LEV R PST Y GST Y  SHIPPING INFO Y      AMT PAID              P.S.T.       7.06 â”‚
│PST CODE           SHIPDOC PRT'D N      AMT OWING             G.S.T.       9.88 â”‚
│CONT               INVOICE PRT'D Y      DEP REQ'D             DLVRY         .00 â”‚
│PO#                COMPLETE      N      COD METHOD            TOTAL      158.14 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** ENTER INVOICE# (F12 FOR OPTIONS):  _________                                 â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

Example Sale Order Detail Inquiry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│07/11/08             ***** SALE ORDER DETAIL INQUIRY *****                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│OPER   BRIAN - UNK BILL-TO ACTDEV          ORDERED 06/22/08  SHIPPED 06/23/08   │
│ORDER# 01-A113564  TYPE    CHARGE-HISTORY  TO-SHIP 06/23/08                     │
│────────────────────────────────────────────────────────────────────────────────│
│SUB-TOT:    943.28  PST:  66.03  GST:  69.18  DLVRY:  45.00  TOTAL:  1,123.49   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE TP PRODUCT CODE  QUANTITY OF          PRICE PER   ExTENSION     PST GST SHP│
│────────────────────────────────────────────────────────────────────────────────│
│0001 P  281380           64.00 LINFT        6.77 LINFT    433.28      Y   Y     â”‚
│     DESCRIPTION: 1 3/4 x 11 7/8 MICROLAM        DELIVER NOT PRT'D           MOD│
│0002 P  110010        1,000.00 FBM        465.00 MFBM     465.00      Y   Y     â”‚
│     DESCRIPTION: 2x6 S4S 2&BTR GRN FIR R/L      DELIVER NOT PRT'D           MOD│
│0003 P  STHA00            1.00 EACH        45.00 EACH      45.00      Y   Y     â”‚
│     DESCRIPTION: TRIPLE MICRO HANGER TOP MNT    DELIVER NOT PRT'D              â”‚
│0004    >>>>> DELETED <<<<<                                                     â”‚
│0005 CI CARTAGE OUT                                        45.00      N   Y     â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│────────────────────────────────────────────────────────────────────────────────│
│** ENTER INVOICE# (F12 FOR OPTIONS):  _________                                 â”‚
│   END OF DETAIL LINES.                                                         â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER INVOICE# (F12 FOR OPTIONS):

 

Enter another invoice number to display.

 

[Enter] to exit display and return to orders display screen.

 

If you accessed the inquiry from within the sales order entry program, select this option to return with the displayed order.

 

 

[F12] to display order inquiry additional options.

 

ORDER INQUIRY ADDITIONAL OPTIONS

┌────────────────────────────────────────────────────────────────────────────────┐
│06/10/08             ***** SALE ORDER HEADER INQUIRY *****            TERM: Tm5 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│OPER   BRIAN                  ORDERED DATE 07/22/08                             â”‚
│ORDER# 01-A113564  (010131)   TO-SHIP DATE 07/23/08                             â”‚
│DOCUM  CHARGE SALE            TO-SHIP TIME                                      â”‚
│TYPE   CHARGE-HISTORY         SHIPPED DATE 00/00/00                             â”‚
│─────────────────┌─────────< ORDER INQUIRY OPTIONS >─────────┐──────────────────│
│BILL-TO  ACTDEV  â”‚                                           â”‚RACT ACTDEV   3175│
│NAME     ACTUAL D│   F1 = DISPLAY ORDER LINES                â”‚AY ROAD, VAN      â”‚
│ADDR1            â”‚   F3 = INQUIRY BY DATE ORDERED, CUSTOMER  â”‚                  â”‚
│ADDR2    #202 - 1│   F4 = EXIT TO MENU                       â”‚                  â”‚
│CITY     VANCOUVE│   F6 = ADD ORDER TO LIST/PRINT            â”‚AREA              â”‚
│PROV     B.C.    â”‚  F12 = THIS LIST OF OPTIONS               â”‚PS CD             â”‚
│PH#      o:734-80│  '3' = SHIPPING INFORMATION               â”‚                  â”‚
│FAX#             â”‚                                           â”‚                  â”‚
│─────────────────│** SELECT OPTION (CR TO EXIT WINDOW): __   â”‚──────────────────│
│OPER/SMAN BRIAN  â””───────────────────────────────────────────┘SUB-TOT    943.28 â”‚
│LEV R PST Y GST Y  SHIPPING INFO Y      AMT PAID              P.S.T.      66.03 â”‚
│PST CODE           SHIPDOC PRT'D N      AMT OWING             G.S.T.      69.18 â”‚
│CONT MIKE          INVOICE PRT'D C      DEP REQ'D             DLVRY       45.00 â”‚
│PO#                COMPLETE      N      COD METHOD            TOTAL    1,123.49 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT OPTION (CR TO EXIT WINDOW):

 

F1 = DISPLAY ORDER LINES

 

[F1] to toggle between detail and header displays.

 

F3 = INQUIRY BY DATE ORDERED, CUSTOMER

 

[F3] to return to orders display screen.

 

F4 = EXIT TO MENU

 

[F4] to exit inquiry to sale order entry program with displayed order.

 

F6 = ADD ORDER TO LIST/PRINT

 

[F6] to select/deselect displayed order from processing list.

 

F12 = THIS LIST OF OPTIONS

 

[F12] to display available options.

 

'3' = SHIPPING INFORMATION

 

"3" to  display shipping information.

 

'PH' = PAYMENT HISTORY

 

"P""H" to display payment history.