This program allows you to inquire about the status of a purchase order or sales order item.
Inquiry information for each item in process includes item number and description. The number of each purchase order with the item is then listed, giving the following information: document number, type, status, date, vendor, name, quantity ordered, received and backordered, buying unit of measure, cost, and costing unit of measure.
You have the option to:
Select the SO (sale order) or PO (purchase order) items in process for the inquiry.
Select the document type(s) to display: -open orders, direct entries or confirmed orders, credit memos, backorders, counter sale invoices for SO documents and open purchase orders, backorders, and non-PO receipts for PO documents.
Select the document status code(s) to display (stage in the sales orders or purchase order processing cycle).
Select the beginning item to display.
NOTE: When the user first enters the PO Items-in-Process Inquiry program, any saved user preferences for the warehouse and filter values will be set and the FIRST ITEM to match these criteria will now display. The user is still able to enter a different beginning item or use the Next Item button to page through all items that match the warehouse, document type and status selected. If the user enters an item that does not match any of the filter settings, the next matching item will be displayed. To get to the first matching item, the user can either clear out the beginning item field or use the new "First Item" button.
If the user has a specific way that he or she most often views items in this inquiry, the filter values can be set using the Change Filters button and then the Save Filter Values from the User Pref menu will save these settings and restore them each time the user enters the inquiry.
Access this program by choosing Purchase Orders -->Inquiries -->Items-in-Process Inquiry.
1. Inquire On
Indicate whether you want to inquire on SO (sale order) or PO (purchase order) items in process by selecting S-SO Documents or P-PO Documents.
You can select the Chg Filters button to access the Change Filters window, where you can modify the document type, status and warehouse selected for the inquiry.
2. Whse
Select the warehouse for which you want to view information. Press Enter (CR) to default to the current warehouse.
3. Item
Enter the beginning item number to display.
4. You can select:
Doc Inquiry to display the SO Document Inquiry (SOI620) or PO Document Inquiry (POI620) program, depending on whether you are displaying the type SO or PO items in process.
Chg Filters to access the Change Filters window, where you can modify the document type, status and warehouse selected for the inquiry.
Exit to exit the program and return to the SO Inquiries menu.