Item Inquiry (ICI610) Quotes View

How To

For quotes, the Quotes view displays quote information including quote number, warehouse, order status (the S column: O-open orders, B-back-orders, I-invoices, C-credit memos and S-counter sales), component status (the C column: E-work order entered, not printed, W-work order printed, C-confirmed invoice, I-invoice printed, R-invoice released, D-deleted sales order and V-voided invoice), quote date, the expiration date for the quote, the salesperson, units ordered, units back-ordered, selling unit of measure, price, pricing unit of measure and customer number.

For equipment rentals, the system displays information for sales from equipment rental including the contract number, warehouse, document type (C-rental contract, D-invoice/credit memo), status code (E-entered, P-printed, R-returned, I-invoiced, D-deleted, V-voided), line number on which the item appears, entry date, number of units, stocking unit of measure, price, and customer name.

Click Line Detail to access SO Document Inquiry for the highlighted line in the browser.

Click Archived Quote to view the quote document that has been archived in the system.

Due to using two sort files (SORSOL alternate key and SOBITX) to generate the browser contents for the Orders view, the navigation of Next and Previous buttons in the upper right corner of the SO Doc Inquiry screen once inside the drill-down must be explained:

• If you select to drill-down to an order that contains the item as a normal line item and not as a component, the SO Document Inquiry will be invoked with Open SO by Document displayed beside the Document Search in the upper right hand corner of the screen. Scrolling Next/Previous will scroll only through those documents where the item being inquired upon is a normal line item (found in SORSOL).
• If you select to drill-down to an order that contains the item as a component, the SO Document Inquiry will be invoked with Open SO by BOM Document displayed beside the Document Search in the upper right hand corner. Scrolling Next/Previous will scroll only through those documents where the item being inquired upon is a component.
• Opening the document search while inside of SO Document Inquiry will display two sort options: BOM Document and Document. Previous and Next will follow the sort selected.
• The Component column in the Orders view of Item Inquiry has been moved forward in the browser view and has been re-labeled as C. A "Y" setting in this column indicates that the item is a component on the order as represented by the browser row. An "S" setting in this column indicates that the item is a Service Order Repair part. No drill-down is currently available for Service Order Repair parts.