How To: Running the Open Order Inquiry (02-08-23)

Overview

This tutorial describes how to run the Open Order Inquiry.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down list, select a region for the inquiry. Select ‘All’ to include all regions.

  1. From the ‘Store’ drop-down list, select a store for the report. Select ‘All’ to include all stores.

  1. From the ‘SlsPer’ drop-down list, select a salesperson for the report. Select ‘All’ to include all salespeople.

  1. In the ‘Date Range’ box, specify whether the report should be run for an Order Date Range or a Delivery Date Range.
    • The Order Date is the date when the transaction was created in POS Entry.
    • When you run the report by Delivery Date range, the ‘Include Special Delivery Dates’ filter is not available. However, you can enter Special Delivery Date Ranges in the ‘From’ and ‘To’ fields (e.g. From ‘333333’ To ‘777777’).

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the Calendar.

  1. Check the ‘COD Balance Due’ box to only include orders with a COD Balance Due.

  1. Check the ‘Paid in Full Only’ box to only include orders that have been paid in full (no balance due).

  1. Check the ‘Include ? Delivery Dates’ box to include orders that have a Delivery Date of ‘?.’
    IMPORTANT: Make sure to leave the # Days Out from Delivery Date field set to “0” when using this option, or orders with a ‘?’ Delivery Date will not appear on the inquiry.

  1. If you want to include Special Delivery Dates, check the ‘Include “Special” Delivery Dates’ box.
    REMEMBER: Special Delivery Dates are dates where the first three characters are the same as the last three characters (i.e. ‘999999,’ ‘123123,’ ‘ABCABC’).
    NOTE: This option is not available when running the report for a Delivery Date range.

  1. Enter a value in the ‘# Days Out from Delivery Date’ field (optional). Only orders with a Delivery Date this number of days from the current Start of Day date are included on the inquiry.
    • For example, if current Start of Day date is 04/14/2010 and you enter “5” in this field, only orders with a Delivery Date on or before 04/19/2010 will appear on the inquiry.
    • If you want to include orders with any Delivery Date, leave the field set to “0.”

  1. In the ‘Sort’ field:
    1. Click the ‘Salesperson’ radio button to sort the report by salesperson.
    2. Click the ‘Branch’ radio button to sort the report by branch.

  1. To only include orders with a certain Order Status (0, 1, 2, 4, 5), select a status from the ‘Include Status LE to’ drop-down list. Orders with a status less than or equal to the selected status are included on the report.

  1. If you want to view orders that contain a specific item number, enter the item number in the ‘Item#’ field. To search for an item number, click the search button to the right of the field.
    • You must enter the full item number. Entry of partial item numbers will produce unpredictable results.

  1. From the ‘Dept’ drop-down list, select a department for the report. Select ‘All’ to include all departments.

  1. Click Refresh. The report displays.
    • Whenever you change the inquiry criteria, you must click ‘Refresh’ to update the results.

  1. Click the ‘Print’ button to print a paper or digital copy of the list (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the list to a PDF file. If printing to PDF, accept or modify the filename and click ‘Ok.’
    IMPORTANT: When printing to PDF, you must have a ‘Miscellaneous’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the PDF to save successfully to your computer.

  1. Click ‘Export’ to open the report directly in Excel and also save it to your computer (optional).
    IMPORTANT: You must have a ‘Miscellaneous’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the report to open correctly in Excel and successfully save to your computer.
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