The Blanket Order inquiry program enables you to inquire into the status of any open or completed blanket order. The inquiry is especially useful for locating orders for a given warehouse, customer, or item. The actual document may be displayed in detail through this program. The Blanket Order Inquiry program is the Document Inquiry in Blanket Order view.
You can inquire by document number. Displayed information includes document number, type, status, and entry date, customer number and name, ship-to number, document total, and designated warehouse salesperson, and order priority
If the View Description 1 option is "off", a memo will now display in the Full Description column (at the end of the browser). If the View Description 1 option is "on", the memo will now display in the Description column.
Blanket Sales Order Document Notes
For open blanket orders, document and line notes are available to view or edit, based on your user security access. For past documents, notes are only available to view/edit (, based on your user security access) from the Invoice view (accessed by the Invoice button) of Document Inquiry.
UnForm Archiving Functionality
Documents that are archived in UnForm are available for viewing from literally hundreds of programs throughout FACTS. Throughout the Document Inquiry view, look for buttons or hyperlinks that refer to Archived Doc, Archived Pick, Archived Inv, Archived BSO, to view the archived document that contains a line in the inquiry browser .
Use the following fields view Document Inquiry information:
1. Whse
When you first access Document Inquiry, the upper portion of the screen contains a Whse field, which is used to locate specify the warehouse used in the inquiry. The system defaults to the initiating warehouse for the user.
2. Document Number
The document type field (unlabeled) defaults to display sales order documents by sales order document number. You can also use the drop-down list to select open documents or past documents, blanket sales orders, past invoices, or quotes. You can select from the following document types: O-Open Document, P-Past Document, I-Past Invoice, B-Blanket or Q-Quote.
Enter the document/invoice number to display. Entering a valid sales order document/invoice number displays the document as it would be in the corresponding entry program (Quote Entry for quotes, Direct Invoice Entry for invoices, Credit Memo Entry for credit memos, Blanket Order Entry for blankets, etc.), and denotes the type in the center top of the screen. If the document is on hold, *HOLD* is displayed in the header next to the ship-to number. Documents on hold may not be printed or confirmed.
Search Tip: You can search by Document or Invoice number, customer, item or reference number (except for quotes). The Filter function allows you to set the sort order and filter by keywords, customer, doc type, and status.
From the Past Invoice view, you can select the File-->Print Invoices option to print past invoices.
3. In the upper portion of the screen, the system displays the header information for the selected document. In the lower portion the screen, the system displays document lines.
You can select the:
Header button to access the Header detail screen for the document. Refer to the Document Inquiry Header Detail topic for details.
Footer button to display the footer memo for the document.
Rel Req button to access the Blanket Order Entry Release Request Screen (SOE711) in display-only mode.
You can highlight a line item and select the:
Line Detail button to access the Line detail screen for the document. Refer to the Document Inquiry Line Number Detail topic for details.
For open quotes and open sales order documents, blanket sales orders and past invoices, access Note Entry (SME710) for the sales order header or line record specified in the program.
Select the Done button to complete the inquiry and exit the program.