Enquiry

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Use this form to perform an enquiry on requisitions, inventory transactions, purchase orders, shipments, receipts, or invoices. You can enquire at the header level and line level.

Buttons on this Form

The buttons on the Requisition Enquiry form are:

• Supplier Status - Click this button while positioned on a table line item to view the supplier's details.
• Delivery Info - Click this button while positioned on a table line item to view the detail of the delivery address.
• Inventory Status - Click this button while positioned on an inventory line to view the status of the item.
• New Criteria - Click this button to clear the current selection criteria and return to the defaults, enabling you to enter new criteria.
• Save Criteria - Use this with the Reference field to save criteria to recall on the form in the future.
• Delete Criteria - Click this button to clear the current selection criteria and return to the defaults, enabling you to enter new criteria.
• Search Now - When you have entered selection criteria, click this button to start the enquiry.
• Print Report - Click this button to open the Purchase Order Receipt report. You can select these report parameters:
  • Print in summary - If you do not select this option, individual line items print under each purchase order. If you select this option, only the purchase order summary line prints.
  • Print in local currency value - All unit costs are stored in the currency of the supplier. If you select this option, the unit price of each purchase order line is converted to local currency. All extended line values and sub-totals are also in the local currency if you select this option.

Reference

To recall a specific set of enquiry search filters — for example, if you use the same enquiry on a regular basis — you can enter a reference and then click Save Criteria to save the enquiry filters with the reference. You can later recall the reference, and the search filters defaults to the enquiry form.

Search By

This option defaults to Requisition. You can select Requisition, IN Transaction, Purchase Order, Shipment, Receipt, 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.

Note: The search filters on the form change, depending on which Search By option is selected.

Line Types

This option defaults to All. You can be specific about the type of line to search for in the Search By item selected, or you can include all line types. You can select: All, Inventory, Non-Stock, General Ledger, Job Cost, and Asset.

Note: The search filters on the form change, depending on which Line Type option is selected. For example, if type Inventory is selected, additional filters display, enabling you to apply a more detailed search in the selection. These include options to search by inventory code, analysis code, or location range.

Select All Statuses

Select this option to include search by items with any status in your search. Deselect the option to be specific about the status codes to include in your search.

When you deselect this option, you must select the statuses to include by clicking the checkboxes next to them in the Selected column in the table.

Show Lines Only

Select this option to view only line items in the results table. If not selected, the search returns the header record with the ability to display the line items by clicking the + next to the header record.

Status

If you clicked Select All Statuses, all the statuses in this table are selected. If you don't click Select All Statuses, you must indicate for which statuses to perform the enquiry.

Supplier

Regardless of which Search By or Line Type option is selected, you can use the supplier code as a search criteria. You can enter a specific supplier (From and To is the same), or a range of suppliers before applying the search.

Results

This table lists the matching records using the search criteria selected.

Header records or line records can be returned. A header record has a + sign to indicate that the high level record displays. Click the + to view the line-level detail.

Note: If a result that is linked to another item line is selected, the Results tab is enabled and displays the linked item.

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