Enquiry

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Use this form to make both high-level and detailed sales order enquiries.

Entering Search Options & Criteria

Reference

If you want to recall a specific set of enquiry search filters - for example, where you regularly use the same enquiry - you can enter a reference and then click Save Criteria to save the enquiry filters against the reference. In the future, you recall the reference, and the search filters defaults to the enquiry form.

Search By

You can select Sales Order, Packing Slip, or Invoice as your preference for searching for orders. For example, if you know an invoice number but you do not know the order number, you can select Invoice as the search option and then enter the invoice number before applying the search.

Line Types

You can be specific about the type of line you want to search for within orders, or you can include all line types. Options available to select include: All, Inventory, Non-Stock, and General Ledger.

Search Customer Order No. Range

Select this option to enter a From/To range for the customer's order number.

Select All Statuses

Select this option to include all sales order statuses in your search. Alternatively, deselect the option to include specific status codes in your search. When you deselect this option, you must select the statuses you want to include by placing a tick next to them in the Selected column within the status table.

Customer

You can search for orders using the customer code or alpha as a filter. You can enter a specific customer (From and To is the same), or a range of customers before applying the search.

Making the Enquiry

When you have selected your search options and criteria, click Search Now. All orders that meet the search conditions returns to the enquiry table, positioned within the tab that is for the enquiry Sales Orders tab if Sales Orders is selected as the Search By option, or the Packing Slips tab if Packing Slip is selected as the Search By option.

The line that display contains header details only. To view line details, click the + the left side of the line - this will extend the enquiry so that all lines for the order display.

If you selected SO User Preference Expand line item in SO Enquiry table, these will expand when the table is populated with results. When you are positioned on a detailed line, other tabs within the enquiry will activate where relevant, allowing you to view additional details relating to the selected line.

For example, you can view packing slips using the Packing Slips tab when positioned on a order line which has had a packing slip(s) generated for it. Invoices and Cancellations can be viewed also using the respective tabs, when positioned on a line that is invoiced, or has a cancelled quantity.

You can double click on an enquiry line to view the source form associated with the line, for example, Sales Order Entry, Packing Slip Maintenance, and the like. The form will be populated with the line detail in read-only format.

Buttons and Options

These buttons and options are available on the right side of the enquiry form:

Customer Status

Click this button while on a sales order line to view details associated with the sales order customer. If the SO Preference option Customer status displays enquiry form is selected, the AR Customer Enquiry for displays. If you don't select this option, a limited version of the customer details is shown.

Delivery Info

Click this button while on an order line to view the order's delivery address detail.

Inventory Status

Click this button while on an inventory line to view the status of the item.

New Criteria

Click this button to clear the current selection criteria section and return to default selections. You can enter new criteria.

Save Criteria

Use this with the Reference field to save criteria to recall to the form when making enquiries in the future.

Delete Criteria

Click this button to clear the current selection criteria section and return to default selections. You can enter new criteria.

Search Now

When you have entered selection criteria, click this button to run the enquiry and return order details to the table.

Report

Click this button to print a report to output your enquiry selection.

Heading

The default value is Sales Order Report but you can change the heading.

Profile

Select a profile which determines how to sort the report output.

Line quantity

There are several quantities for a sales order line (for example, order quantity, backorder quantity, packed quantity, cancelled quantity, and the like). Use this option to select the quantity to generate extended line values in the report output.

Options

These additional options are available for selection before running the report:

Print in detail

This option will determine whether or not sales order line items will be printed on the report. Select this option if you want individual line items to be printed beneath each sales order. If you don't select this option, only the sales order summary line will be printed.

Print in local currency

All unit prices are stored in the currency of the customer, depending on whether this option is selected, the unit price of each sales order line will be converted to local currency. Select this option if you want unit prices to print in local currency. All extended line values and sub-totals will also be in local currency if this option is selected.

Print tax exclusive

Select this option if you require the unit price of each sales order line to be printed exclusive of tax. All extended line values and sub-totals will also be tax exclusive if this option is selected.

Print zero value lines

This option may be useful where the line quantity selected (for example, quantity outstanding) is going to be zero for some of the selected sales order lines. This will result in the extended line value being equal to zero. Depending upon the intended usage of the report, you can or may not want to report zero value lines. Select this option to print zero value lines.

Print subtotal by profile

This option is enabled if the Print in local currency option is selected or you have chosen a report profile of By currency. Select this option if you want the report to be sub-totalled according to the sort order of the selected report profile. A page break is added after each profile sub-total is printed.

Print packing slips

Select this option to print related packing slip information beneath each sales order summary (or detail) line.

Print invoices

Select his option to print related invoice information beneath each sales order summary (or detail) line.

Print POs linked

This option is enabled if the Print in detail option is selected. Select this option to print linked purchase order information beneath each sales order line.

Print kitset components

This option is enabled if the Print in detail option is selected. Select this option to print kitset detail beneath each sales order line.

Print serial/lot details

This option is enabled if the Print in detail option is selected. Select this option to print serial/lot detail beneath each sales order line.

Parameters

This section enables you to filter the report output by entering specific filters, or a range of filters. Filter options include: Order date, Salesperson, Currency, and Order Type.

Click the Save icon to save the report options and parameters and print the report.

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