SO Inquiries Overview

The Sales Order Inquiry Menu allows you to view sales order information by customer, item and document.

You can select the records for inquiry by using a filter in combination with an inquiry. The system then searches for records that match the conditions described by the filter settings and displays them for you to view. For example, you may want to view the records for customers that have made purchases from you after a specified date. For detailed instructions on setting up filters, see the FACTS Help file.

Information for each record you select is displayed in multiple views. Each view is grouped to provide detailed information on a particular topic or type of information. For example, Customer Inquiry includes the following views: Quotes, Ship-to Addresses, Open Sales Orders, Blanket Sales Orders, Past Invoices, MSDS,·Past Sales, Customer Notes, and Customer Pricing.

Selections from the Inquiries menu are:

The SO Customer Inquiry Program allows you to view sales order information by the customer selected. Information includes quotes, open sales orders, blanket sales orders, past invoices, past sales, pricing, ship-to addresses, MSDS sheets and customer notes.

The SO Document Inquiry program allows you to view quotes and sales order documents in detail by the type and status selected. The type options are: open work orders, backorders, invoices, credit memos, and counter sales. The various status codes include: work orders entered, but not printed, pick ticket printed, confirmed invoice, invoice printed, invoice released, deleted sales order, voided invoice. Inquiry information includes an overview of the document’s current status, the actual document as it appeared at time of entry (with updated amounts and units) and as sales orders are line-item salable, each sale per line may also be displayed.

The SO Items-in-Process Inquiry program allows you to inquire about the status of a sales order item. This inquiry displays in item order all the sales orders that contain the selected item. You choose the beginning item to view. Information includes item, document number, type, status, order amount, ship amount, backorder amount, unit of measure, cost and warehouse.

The SO Item Inquiry program allows you to display specific information for items in the Inventory File. Items may be displayed individually or sequentially. You have the option to display general information, packaging information, warehouse information, open purchase order information, , blanket sales order information, costing information, pricing information, interchange items, ledgercards, turn information for the past 12 periods, item notes, restocking, usage, receipt information, production, warehouse transfers, serial/lot information, vendor information, sales history information, item activity information, MSDS and DOT information. This inquiry is also found on the Inventory Control Inquiries Menu.

The Rejected Lines Inquiry is only accessible if the multiple warehouses on an order feature is being used. This program allows you, from the initiating warehouse, to view information about all items on hold or rejected for shipment by the shipping warehouse. It also provides quick access to the document in Order Entry to change/delete the line on the order.