How To: Inquiring on an Order (02-08-21)

Overview

This selection is used the view the complete history of an order. Unlike Order Maintenance (02-08-02), you cannot make changes to an order with this selection.

All transactions that affect the order are shown, including ‘CO’ (Cancel Order), ‘ML’ (Middle Layaway), and ‘DX’ transactions. The level of detail that displays is controlled by the preferences in Order Inquiry Preferences (02-08-90-05).

The inquiry screen is divided into three sections:

  • Header Information, which includes customer, salesperson and branch information along with the order date and delivery schedule
  • Detail Information, which includes item information and stock quantities.
  • Payment Information, which includes the detailed payment history for the order

Video

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Step-by-Step

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  1. In the Order Number field, enter the order number for inquiry.
    • Enter ‘?’ to perform an Order Search. For instructions on using the order search, please see the Order Processing Overview section of this document.

  1. Select one of the following display options:
    1. Enter “O” to show only the open lines on the order. Any lines that have been shipped will not display and the message ‘Order Not Open But In History’ will appear.
    2. Enter “L” to show all lines (open and history) on the order.
    3. Enter “G” to show all lines (open and history) on the order and sort the display by Generation Number.

  1. Once the order information appears, navigate the screen using the PageUp/PageDown or arrow keys. A number of other navigation options appear at the prompt:
    1. Enter “H” to view the header Information.
    2. Enter a detail line number to view item lines on the order sequentially, beginning with the entered line number.
    3. Enter “M” to view the payment information.
    4. Enter “I” when the top line of the order is highlighted to view a history of changes that affected the entire order (e.g. the Delivery Date for the order was changed). Enter “I” when the top line of a detail line is highlighted to view a change history of that item line (line added, quantity changed, etc.
    5. Enter “P” to print a paper copy of the information on the screen.
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