How to view document information

1. Open the Document Inquiry program. You can access this program by selecting Sales Orders-->Inquiries-->Document Inquiry.

2. This program displays sales order documents by sales order document number as the default.

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. You can also use the drop-down list to select open documents or past invoices, or quotes. You can select the $image\find_shg.gif$ icon or F3 if you want to search for a specific document number. You can select the $image\opendoc_shg.gif$ icon to view a list of existing documents and set a filter for the $image\bluarrlt.gif$ $image\bluarrrt.gif$ buttons to display the next document on file.

In the Document (Or Invoice) Number field, 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, etc.), and denotes the type (BO - backorder, IN - invoice, WO - open order, CS - counter sale or CM - credit memo) (except for quotes) 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.

You can search for and display sales order documents, quotes and past invoices in this program.

Past Invoice View Details

In the Past Invoices view of SO Document Inquiry, there are 2 special buttons available above the line item browser. The GL Posting button is enabled when the transaction highlighted in the browser is one that allows for drill back from the source document to the GL posting that was created by the register. If the GL posting records can be found, then Journal Inquiry will display defaulting to showing transactions for this document only. The AR Detail button is available to view the AR document associated with the invoice if it is still on file.

From the Past Invoice view, you can also select the File-->Print Invoices option to print past invoices.

3. (Optional) You can select from the following:

Invoices button to display the invoice numbers for this document (only valid for open sales orders). The system displays a list of invoices for this order. You can then choose an invoice to display or return to the main screen. 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.

Dep/Payment button to display Deposit/Payment entry information. The system displays the Deposit/Payment Entry (SOC718) in display-only mode.

Footer button to display the footer memo for the document.

Header button to display the Header Detail Window for the document. Refer to the Order Entry Header Detail Window topic for details.

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 and past invoices, select the $image\noteheaderon_shg.gif$ icon to access Note Entry (SME710) for the sales order header record specified in the program.

Select the $image\notelineon_shg.gif$ icon to access Note Entry (SME710) for the sales order line record highlighted in the line item browser.

For Past Invoices and Past Documents, the Open Doc button is available to access the open document ties to the past invoice line or past document line.

For Blanket Sales Orders, the Rel Req button is available to access the Blanket Order Entry Release Request Screen (SOE711) in display-only mode.

4. When you are finished reviewing information for documents, select the Done button to exit the Document Inquiry program.