IdealWare Online Users Manual

IY3-07-01 I/Y INQUIRY
30980 Purchase Order Inquiry, Selection

 

PURPOSE

 

The PO inquiry allows you to display purchase orders using a variety of search criteria.

 

Purchase Order Inquiry is accessed from:

  • Inventory Processing menu.
  • Purchase Orders Maintenance Menu.
  • Receipts data entry.

The program consists of the following components:

  1. SELECTION CRITERIA
  2. ORDER DISPLAY OPTIONS
  3. INDIVIDUAL ORDER DISPLAY

 

PROCEDURE

 

Select Purchase Order Inquiry from the Inventory Processing menu, the Purchase Orders Maintenance menu or receipts data entry. The selection criteria screen displays.

 

SELECTION CRITERIA SCREEN

┌────────────────────────────────────────────────────────────────────────────────┐
│04/26/07               ***** PURCHASE ORDER INQUIRY *****                       â”‚
│                            COMPANY: 01 - IDEALWARE                             â”‚
│                                                                                â”‚
│** ENTER STORE CODE: 01 IDEALWARE                                               â”‚
│** CURRENT, HISTORY OR BOTH (C/H/B): C CURRENT                                  â”‚
│( 1)  BY P.O. NUMBER                                                            â”‚
│( 2)  BY DATE ORDERED                                                           â”‚
│( 3)  BY DATE TO RECEIVE                                                        â”‚
│( 4)  BY SUPPLIER, DATE ORDERED                                                 â”‚
│( 5)  BY SUPPLIER, DATE TO RECEIVE                                              â”‚
│( 6)  BY BUYER, SUPPLIER, DATE TO RECEIVE                                       â”‚
│( 7)  RESERVED                                                                  â”‚
│( 8)  BY PRODUCT CODE (PURCHASE ORDERS)                                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER INQUIRY OPTION (F4=END; F5=RE-DISPLAY P.O. SUMMARY): __                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER STORE CODE:

 

Enter store code.

 

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

 


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

 

The program retains whichever status selection you make here until you exit the inquiry or reselect.

 

[Enter]  to accept default value "B".

 

"C" for current POs only.

 

"H" for history (posted) POs only.

 

"B" for both current and history POs.

 

** ENTER INQUIRY OPTION (F4=END; F5=RE-DISPLAY P.O. SUMMARY):

 

"1"..."8" to specify desired selection criterion.

 

[F3] to change PO selection status.

 

[F4] to exit inquiry.

 

 

SELECTION CRITERIA

 

( 1)  BY P.O. NUMBER

 

Specify a PO number.

 

** ENTER PURCHASE ORDER NUMBER (CR FOR ALL):

 

Enter starting PO number to begin display.

 

[Enter] to start display at first PO in system.

 

[F3] to re-enter selection criterion.

 

[F5] to display list for selection.

 

** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

See example display below.

 

 

[F3] to re-enter PO number.

 

( 2)  BY DATE ORDERED

 

Search by starting order date.

 

** ENTER DATE ORDERED: MMDDYY

 

Enter PO starting date to begin display.

 

[Enter] for current system date.

 

[F2] for earliest system date.

 

[F3] to re-enter selection criterion.


** SPECIAL ORDER PO'S ONLY?: N

 

[Enter] to accept default value "N".

 

"N" to not display special order POs only.

 

"Y" to  display special order POs only.

 

These are purchase orders generated from sales via the sales order entry program. The inquiry also displays the associated customer code and name.

 

 

** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

See example display below.

 

 

[F3] to re-enter PO date.

 

( 3)  BY DATE TO RECEIVE

 

Search by starting date to receive.

 

** ENTER DATE TO RECEIVE: MMDDYY

 

Enter PO starting "date to receive" to begin display.

 

[Enter] for current system date.

 

[F2] for earliest system date.

 

[F3] to re-enter selection criterion.

 

** SPECIAL ORDER PO'S ONLY?: N

 

[Enter] to accept default value "N".

 

"N" to not display special order POs only.

 

"Y" to display special order POs only.

 

These are purchase orders generated from sales via the sales order entry program. The inquiry also displays the associated customer code and name.

 

 

** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

See example display below.

 

 

[F3] to re-enter PO "date to receive".

 

( 4)  BY SUPPLIER, DATE ORDERED

 

Search by supplier code and starting order date.

 

** ENTER SUPPLIER CODE (CR FOR ALL):

 

Enter supplier code of POs to display.

 

[Enter] for all suppliers.

 

[F3] to re-enter selection criterion.

 

[F5] to display list of supplier codes for selection.

 

** ENTER DATE ORDERED: MMDDYY

 

Enter starting PO order date to begin display.

 

[Enter] for current system date.

 

[F2] for earliest system date.

 

[F3] to re-enter supplier code.

 

** SPECIAL ORDER PO'S ONLY?: N

 

[Enter] to accept default value "N".

 

"N" to not display special order POs only.

 

"Y" to display special order POs only.

 

These are purchase orders generated from sales via the sales order entry program. The inquiry also displays the associated customer code and name.

 

 

** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

See example display below.

 

 

[F3] to re-enter PO date ordered.

 

( 5)  BY SUPPLIER, DATE TO RECEIVE

 

Search by supplier code and starting date to receive.

 

** ENTER SUPPLIER CODE (CR FOR ALL):

 

Enter supplier code of POs to display.

 

[Enter] for all suppliers.

 

[F3] to re-enter selection criterion.

 

[F5] to d list of supplier codes for selection.

 

** ENTER DATE TO RECEIVE: MMDDYY

 

Enter PO starting date to receive to begin display.

 

[Enter] for current system date.

 

[F2] for earliest system date.

 

[F3] to re-enter suppler code.

 

** SPECIAL ORDER PO'S ONLY?: N

 

[Enter] to accept default value "N".

 

"N" to not display special order POs only.

 

"Y" to display special order POs only.

 

These are purchase orders generated from sales via the sales order entry program. The inquiry also displays the associated customer code and name.

 

 

** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

See example display below.

 

 

[F3] to re-enter PO date to receive.

 

( 6)  BY BUYER, SUPPLIER, DATE TO RECEIVE

 

Search by purchaser, supplier and date to receive.

 

** ENTER BUYER'S NAME:

 

Enter purchaser code of POs to display.

 

[F3] to re-enter selection criterion.

 

[F5] to display list of salesman/operator codes for selection.

 

** ENTER SUPPLIER CODE (CR FOR ALL):

 

Enter supplier code of POs to display.

 

[Enter] for all suppliers.

 

[F3] to re-enter purchaser code.

 

[F5] to display list of supplier codes for selection.

 

** ENTER DATE TO RECEIVE: MMDDYY

 

Enter PO starting date to receive to begin display.

 

[Enter] for current system date.

 

[F2] for earliest system date.

 

[F3] to re-enter supplier code.

 

** SPECIAL ORDER PO'S ONLY?: N

 

[Enter] to accept default value "N".

 

"N" to not display special order POs only.

 

"Y" to display special order POs only.

 

These are purchase orders generated from sales via the sales order entry program. The inquiry also displays the associated customer code and name.

 


** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

See example display below.

 

 

[F3] to re-enter PO receive date.

 

Selection criteria 1-6 all produce the following data display, with the data ordered according to the specific criteria selected.

 

Example display (by PO number):

┌────────────────────────────────────────────────────────────────────────────────┐
│04/26/07                     PURCHASE ORDER INQUIRY                             â”‚
│                           STORE CODE: 01 - IDEALWARE                           â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                  CURR/            DATE    DATE TO  RECEIVED        ORDER       â”‚
│     ORDER#  STAT HIST  SUPPLIER  ORDERED  RECEIVE    DATE           COST BUYER â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 01-000000  O#1 CURR  ACKLA     04/22/07 04/26/07                   .25 BARJO â”‚
│ 2 01-100000  O#1 CURR  BAYSI     04/23/07 05/09/07                222.40 BARJO â”‚
│ 3 01-100022  P#1 CURR  ACKLA     09/20/07 09/20/07                 10.00 BARJO â”‚
│ 4 01-100023  P#1 CURR  GENPA     09/20/07 09/20/07                  4.99 BARJO â”‚
│ 5 01-100024  P#1 CURR  ACKLA     09/30/07 09/30/07                 39.99 BARJO â”‚
│ 6 01-100025  P#1 CURR  ACKLA     09/30/07 09/30/07                 79.98 BARJO â”‚
│ 7 01-100030  P#1 CURR  SAUDI     10/02/07 10/02/07                 19.99 BARJO â”‚
│ 8 01-100031  P#1 CURR  ACKLA     10/02/07 10/02/07                 19.99 BARJO â”‚
│ 9 01-100032  P#1 CURR  SAUDI     10/02/07 10/02/07                149.90 BARJO â”‚
│10 01-100033  P#1 CURR  SAUDI     10/02/07 10/02/07                  9.99 BARJO â”‚
│11 01-100036  P#1 CURR  ACKLA     11/23/07 11/23/07                   .00 BARJO â”‚
│12 01-100037  P#1 CURR  ACKLA     12/20/07 12/20/07                  9.99 BARJO â”‚
│13 01-100038  O#1 CURR  GENPA     12/20/07 12/20/07                 20.99 BARJO â”‚
│14 01-100039  O#1 CURR  ACKLA     12/20/07 12/20/07                   .00 BARJO â”‚
│15 01-100040  O#1 CURR  ACKLA     01/07/07 01/07/08                900.00 BARJO 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:

 

[F4] to exit inquiry.

 

[F12] to display options.

 

See 30982 - PURCHASE ORDER INQUIRY, ORDER DISPLAY.

 

 

 

FIELDS

 

ORDER#

 

Displays PO number.

 

STAT

 

Displays PO order status.

 

The order status can be pending, ordered or received.

 

 

CURR/HIST

 

Displays PO update status.

 

The update status can be current or history (updated).

 


SUPPLIER

 

Displays PO supplier code.

 

DATE ORDERED

 

Displays PO order date.

 

DATE TO RECEIVE

 

Displays PO expected date of receipt.

 

RECEIVED DATE

 

Displays PO actual date of receipt.

 

ORDER COST

 

Displays PO total cost.

 

BUYER

 

Displays PO purchaser code.

 

 

( 8)  BY PRODUCT CODE (PURCHASE ORDERS)

 

Search by product and update (posted) PO.

 

** ENTER PRODUCT CODE:

 

Enter product code.

 

You can enter a QUICK CODE, UPC CODE, or LOGICAL CODE here.

 

 

[F3] to re-enter selection criterion.

 

** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue with inquiry.

 

[F3] to re-enter product code.

 

Example display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct29/07               PURCHASE ORDER INQUIRY BY PRODUCT                        â”‚
│                     STORE CODE: 01 - Ideal Computer Group                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRODUCT#: 100003            DATE    DATE TO  RECEIVED      PRODUCT       ORDER  â”‚
│     ORDER#  STAT SUPPLIER ORDERED  RECEIVE    DATE          COST      QTY/UNITS│
│────────────────────────────────────────────────────────────────────────────────│
│ 1 01-100001  O#1 SAMPLE   Oct07/07 Oct07/07              1,200.00     100 EACH â”‚
│ 2 01-100002  O#1 SAMPLE   Oct08/07 Oct08/07              1,200.00     100 EACH â”‚
│ 3 01-100003  O#1 SAMPLE   Oct09/07 Oct09/07              1,200.00     100 EACH â”‚
│ 4 01-100004  O#1 SAMPLE   Oct11/07 Oct11/07              1,200.00     100 EACH â”‚
│ 5 01-100005  O#1 SAMPLE   Oct13/07 Oct13/07              1,200.00     100 EACH â”‚
│**** END OF FILE ****                                                           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: ___
   LINE#+F5=INQUIRE UPON ITEM, LINE#+CR=RETURN WITH ITEM (PAGE MODE)

 

[F4] to exit inquiry.

 

LINE#+[F5] to access product inquiry for selected item.

 

LINE#+[Enter] to retrieve selected item for processing.

 

[F12] to display options.

 

See 30982 - PURCHASE ORDER INQUIRY, ORDER DISPLAY.

 

 

 

FIELDS

 

STORE

 

Displays store code and description.

 

PRODUCT #

 

Displays product code.

 

ORDER#

 

Displays PO number.

 

STAT

 

Displays PO order status.

 

This can be pending, ordered or received.

 

 

SUPPLIER

 

Displays PO supplier code.

 

DATE ORDERED

 

Displays PO ordered date.

 

DATE TO RECEIVE

 

Displays expected PO date to receive.

 

RECEIVED DATE

 

Displays actual PO date received.

 

PRODUCT COST

 

Displays PO product cost.

 

ORDER QUANTITY

 

Displays PO quantity ordered.

 

ORDER QTY

 

Displays PO quantity ordered.


ORDER UNITS

 

Displays PO unit of measurement.

 

Example display (Special Orders):

┌────────────────────────────────────────────────────────────────────────────────┐
│04/28/07                     PURCHASE ORDER INQUIRY                             â”‚
│                          STORE CODE: 11 - TEXAS STORE                          â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                  CURR/           DATE TO  CUST                                 â”‚
│     ORDER#  STAT HIST  SUPPLIER  RECEIVE  CODE     DESCRIPTION                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ 1 11-010005  P#1 CURR  A&G       04/27/07 CASHSALE                             â”‚
│ 2 11-010008  O#2 CURR  BAKER     04/27/07 DUGMIK   MIKE DUGGAN                 â”‚
│ 3 11-S00101  O#2 CURR  BAKER     04/27/07 SMIJOE   JOE SMITH                   â”‚
│ 4 11-S00102  O#2 CURR  BALDPA    04/27/07 SMIWAY   WAYNE SMITTERS              â”‚
│ 5 11-S00103  O#2 CURR  BALDPA    04/27/07 MIRMIK   MIKE MIRKER                 â”‚
│ 6 11-S10010  P#1 CURR  A&G       04/27/07 BLOJOE   JOE BLOE                    â”‚
│**** END OF FILE ****                                                           â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

STAT

 

Displays PO order status.

 

This can be pending, ordered or received.

 

 

CURR/HIST

 

Displays PO update status.

 

This can be current or history(updated).

 

 

SUPPLIER

 

Displays supplier code.

 

DATE TO RECEIVE

 

Displays expected PO date to receive.

 

CUST CODE

 

Displays customer code on sale.

 

DESCRIPTION

 

Displays customer description.