Program Description
The Order/Invoice Inquiry is found on the Billing Inquiry menu (BI-2-6), Tele-Sales Inquiries menu (TS-2-9), and the Order Entry Inquiries menu (OE-2-3). The inquiry is also accessible in the Contact Activity Entry programs found in the Tele-Sales, Collections, and Sales Management modules. The main purpose of the Order/Invoice Inquiry program is to allow the user to view an existing order or invoice without printing. All order or invoice information is available on screen for review, including line items and order or invoice price totals. This program also provides serial number linkage information for those items on an invoice that are linked to a serial number.
Rev 15 Changes
The Invoice number field has been enlarged to display nine characters instead of eight.
If the OEM Interface is activated and the transaction was created by the OEM Interface, an * will display to the right of the invoice number to signify that the transaction was created via the OEM Interface. There is also a notation at the top of the screen indicting what the * signifies.
The quantity shipped was enlarged to handle 6 digits plus a minus sign. This is because the Fixed Quantity Coupon Books now have option to have up to a 6 digit Coupon Quantity. On Credit Memos, this would print an * in front of the Quantity Shipped because it would only print up to 6 digits, not including the minus sign. Also, to accommodate the new length, the heading for extended price was shortened to ext.prc.
Changes were made if the Bill-To customer is invalid (no longer in the Customer File), the inquiry will still allow you to bring up the invoice or order. Prior to this revision, the program would display a message and return back to the Invoice Number / Order Number prompt. If the Bill-To customer is invalid, a message stating Customer # XXXXXXXXXX Is No Longer On File. Press <CR> To Continue. Once the operator presses return, the invoice or order will display. The Bill-To Address will say Invalid Customer.
Rev 14 Changes
N/A
Rev 13 Changes
Internal program changes were made to enlarge the Invoice/Order Number field to 8 numeric characters instead of 6 numeric characters.
Results
The following screen display is for the results of invoice number 800:
Program changes were also made so that if it is
a credit memo and the line printing is a variable coupon line, the quantity
will display with three decimal positions. In the Invoice Line Item File
(INVLID), the quantity is always stored internally with no decimal positions.
In the case of a credit memo linked to a variable quantity coupon book,
the quantity needs to display with three decimal positions. 
Click on the book to learn more about the Coupon system.
Rev 12 Documentation
The Order/Invoice Inquiry is found on the Billing Inquiry menu, 3-2-6, Tele-Sales Inquiry menu, 14-2-9, and the Order Entry menu, 9-2-3. The inquiry is also accessible in the Contact Activity Entry programs found in the Tele-Sales, Collection, and Sales Management modules.
The main purpose of the Order/Invoice Inquiry feature is to allow you to view an existing order or invoice without printing it. All of the order or invoice information is available on the screen for review including the line items and the order or invoice price totals. The Order/Invoice Inquiry feature also provides serial number linkage information for those items on an invoice that are linked to a serial number.
Internal changes were made to incorporate the file expansion of the Item and Invoice Header and Line Item Files. With Revision 12, additional features were added to the inquiry. These are as follows:
In Order Inquiry, the warehouse from which the item is shipped, the invoice number and invoice date (if the order is released), and the invoice ship date (if the item is shipped) are now available for every item on the order. The total of the entire order appears near the bottom of every order inquiry screen. More Order Inquiry prompts are displayed. Now, you can enter G to go to the last screen of the order if multiple order inquiry screens are available. Enter S to input an invoice number and access the serial number linkage screen. All of the items on that particular invoice that are linked to a serial number are displayed.
In the Invoice Inquiry the shipping date of the invoice, the order date, and the order number associated with the invoice display in the invoice inquiry header. The warehouse from which the item is shipped is available for each item on the invoice. The subtotal, freight charge, sales tax, and total of the entire invoice appear near the bottom of every invoice inquiry screen. Additional prompts now are displayed on the invoice inquiry screen. Enter G to go to the last screen of the invoice if multiple invoice inquiry screens are available. Enter S to access the serial number linkage screen and view the items on the invoice that are linked to a serial number.
Enter Data
The inquiry allows you to input an invoice or order number and view the detail of the invoice or order. The cursor is at the following prompt.
Enter Order/Invoice # Or E'nd
3/06/97 Order Detail Inquiry 16:00
Enter Order/Invoice # Or E'nd
Enter an E to exit the inquiry and return to the Billing Inquiries menu. Enter the desired order or invoice number. If a number is input that is not on the system, the prompt Order/Invoice Not Found displays. The cursor returns for reinput. If the number that is input exists as an order and an invoice, the following prompt appears. (8 Digits or E)
Do You Wish To See The I'nvoice Or O'rder?
Enter an I to view the invoice. Enter an O to view the order.
When an order or invoice is displayed one of the following three prompts appears.
Next, Goto Last Screen, Serial Number Linkage, End
Previous, Serial Number Linkage, End
Serial Number Linkage or End
The first prompt appears if the order or invoice inquiry exceeds more than one screen. The second prompt appears when the last of multiple order or invoice detail screens is reached. The third prompt appears when only one screen of order or invoice detail is available. Enter N to display the next page of detail. Enter G to display the last of several order or invoice detail screens. Enter S to access the serial number linkage screen. Enter P to display the previous page of detail when paging through the inquiry. Enter E to exit the inquiry. The cursor returns to the Enter Order/Invoice # Or E'nd prompt.
Entering a G displays the last of several order or invoice detail screens. The Previous, Serial Number Linkage, End prompt becomes available. Entering a P at this point displays the page prior to the last page of detail rather than the page displayed before entering the G for Goto Last Screen.
Enter Data (Contd)
The following information appears in the order inquiry header: customer number, customer P.O./reference number, class, order date, the assigned terms code, the assigned tax codes, the order number, the sold to customer name and address, the ship to customer name and address, the freight carrier, special instructions (if any), the bill to customer number, company number, and branch number.
The order inquiry provides detailed information for each item included on the order. The order inquiry screen displays the following order information: line number, item number, item description, the quantity of the item ordered, the quantity of the item shipped, the quantity of the item back-ordered (if any), the items unit of measure, and the extended price of the item (item price x item quantity).
The order inquiry provides the following detailed information for each item included on the order: warehouse from which the item is shipped, invoice number, invoice date, date on which the item on the invoice shipped (if item is shipped). See the following example of an order inquiry, order number 4731.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
6666000 5832 1 3/26/97 1 10 10 9999 4731
----- S O L D T O --------------- S H I P T O -------------------------------
THE WORLD INC THE WORLD INC S/Via U.P.S.
3568 ROADE ST. 3568 ROADE ST. From
P.O. BOX 86 P.O. BOX 86 Spec SPEC INST
LA CROSSE WI 546014522LA CROSSE WI 546014522 A/R# 6666000 Co 1
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 PART MISC PART 1 1 CT 40.00
WH# 1 Inv # 94454 Inv Date 3/26/97 Inv Ship Date 3/26/97
2 KIT5 FREE FLOWING KIT ITEM 1 1 EA 200.00
WH# 1 Inv # 94454 Inv Date 3/26/97 Inv Ship Date
3 * PART MISC PART 1 1 CT 40.00
WH# 1 Inv # 94454 Inv Date 3/26/97 Inv Ship Date 3/26/97
4 * TONER CASE OF TONER 1 1 CT 160.00
WH# 1 Inv # 94454 Inv Date 3/26/97 Inv Ship Date 3/26/97
Total 240.00
S'erial Number Linkage or E'nd
Enter Data (Contd)
If the order has yet to be released, the invoice number, invoice date, and invoice ship date are not available. See the following example of an order that is not released, order number 4734.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
6666000 5840 1 3/27/97 1 10 10 9999 4734
----- S O L D T O --------------- S H I P T O ------------------------------
THE WORLD INC THE WORLD INC S/Via
3568 ROADE ST. 3568 ROADE ST. From
P.O. BOX 86 P.O. BOX 86 Spec SPEC INST
LA CROSSE WI 546014522LA CROSSE WI 546014522 A/R# 6666000 Co 1
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER1 TONER 2 CT 90.00
WH# 1 Inv # Inv Date Inv Ship Date
2 PART MISC PART 2 CT 80.00
WH# 1 Inv # Inv Date Inv Ship Date
3 1 THANK YOU FOR YOUR ORDER.
Total 170.00
S'erial Number Linkage or E'nd
After the order is released, the invoice number, invoice date, and invoice ship date are available. The invoice information displayed for the order line is always that from the latest release of the order. If the order line is back-ordered, no invoice ship date appears. See the following example of an order that is released, order number 4732.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
5552222 5835 1 3/27/97 1 10 10 2 4732
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 ITEM65A SUPPLY 1 1 CT
WH# 1 Inv # 94455 Inv Date 3/27/97 Inv Ship Date 3/27/97
2 ITEM65A SUPPLY 1 1 CT
WH# 1 Inv # 94455 Inv Date 3/27/97 Inv Ship Date 3/27/97
3 123456789123456789 1234567891234567891234567 1 1 EA 99999.99
WH# 1 Inv # 94455 Inv Date 3/27/97 Inv Ship Date
4 TONER CASE OF TONER 1111 1111 CT 1111.00
WH# 1 Inv # 94455 Inv Date 3/27/97 Inv Ship Date
Total 101110.99
S'erial Number Linkage or E'nd
Enter Data (Contd)
See the following example of an order with multiple releases, order number 4733. Note the varied invoice information for the order lines.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
5552222 5836 1 3/27/97 1 10 10 2 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec NEEDS 2 COPIES
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER CASE OF TONER 2 2 CT 110.00
WH# 1 Inv # 94460 Inv Date 3/28/97 Inv Ship Date 3/28/97
2 LMS-K129 15000 COPY KIT 1 1 EA 128.25
WH# 1 Inv # 94458 Inv Date 3/27/97 Inv Ship Date 3/27/97
3 1 * THE ITEMS LISTED BELOW ARE INCLUDED IN THE ABOVE PRICE.
4 1 * THE SUPPLIES WILL LAST FOR 15,000 COPIES.
5 * 946-181 TONER - BLACK 6 6 EA 84.00
WH# 2 Inv # 94458 Inv Date 3/27/97 Inv Ship Date 3/27/97
6 * 946-182 DEVELOPER 1 1 EA 30.00
WH# 1 Inv # 94460 Inv Date 3/28/97 Inv Ship Date 3/28/97
7 * 946-189 CLEANING ROLLER 1 1 EA 14.25
WH# 1 Inv # 94458 Inv Date 3/27/97 Inv Ship Date 3/27/97
Total 3384.45
N'ext, G'oto Last Screen, S'erial Number Linkage, E'nd N
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
5552222 5836 1 3/27/97 1 10 10 2 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec NEEDS 2 COPIES
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
8 1 * THE MAINTENANCE PLAN COVERS ALL PARTS AND LABOR FOR ONE
9 1 * YEAR OR 15,000 COPIES WHICHEVER COMES FIRST.
10 1 * A SEPARATE BILLING WILL BE GENERATED FOR THE MAINTENANCE
11 1 * CONTRACT.
12 SUPPLY PAPER 1 1 EA 25.00
WH# 10 Inv # 94458 Inv Date 3/27/97 Inv Ship Date 3/27/97
13 2110A COPY MACHINE 1 1 EA 3121.20
WH# 1 Inv # 94460 Inv Date 3/28/97 Inv Ship Date 3/28/97
14 1 SERIAL NO. CB76Y8
Total 3384.45
P'revious, S'erial Number Linkage, E'nd
Enter Data (Contd)
If any items and messages on the order are part of a kit, each item and message in the kit is noted by an asterisk. The total price of the kit and each items individual price display. The total of the order (total of the items extended prices) displays at the bottom of every order inquiry screen. Note: This total is the total of the order rather than the total of the individual screen.
If an order is voided, the message *VOIDED* displays between the order inquiry header and order inquiry line information. If an orders invoice has been voided, the message *VOID* displays in the order line following the invoice information. See the following example of a voided order with a voided invoice, order number 4735 and invoice number 94461.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
6666000 5841 1 3/27/97 1 10 10 9999 4735
----- S O L D T O --------------- S H I P T O -------------------------------
THE WORLD INC THE WORLD INC S/Via U.P.S.
3568 ROADE ST. 3568 ROADE ST. From
P.O. BOX 86 P.O. BOX 86 Spec SPEC INST
LA CROSSE WI 546014522LA CROSSE WI 546014522 A/R# 6666000 Co 1
--------------------- ** V O I D E D ** ------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER CASE OF TONER 2 CT 120.00
WH# 1 Inv # 94461 Inv Date 3/27/97 Inv Ship Date 3/27/97 *VOID*
Total 120.00
S'erial Number Linkage or E'nd
Enter Data (Contd)
The following information appears in the invoice inquiry header: customer number, customer P.O./reference number, class, order date, the assigned terms code, the assigned tax codes, the invoice number, the invoice shipping date, the order date, the order number, sold to customer name and address, ship to customer name and address, the freight carrier, special instructions (if any), the bill to customer number, company number, and branch number. Note: The Order Date and Order Number fields are blank if the invoice is not created from an order. See the following example of the invoice inquiry header, invoice number 94458.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No.
5552222 5836 1 3/27/97 1 10 10 2 94458
Shipping Date Order Date Order Number
3/27/97 3/27/97 4733
----- S O L D T O --------------- S H I P T O --------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
The invoice inquiry provides detailed information on an invoice. The invoice inquiry screen displays the following invoice information per item number: line number, item number, item description, the quantity of the item ordered, the quantity of the item shipped, the quantity of the item back-ordered (if any), the items unit of measure, the extended price of the item (item price x item quantity), and the warehouse from which the item is shipped. See the following example of the invoice items, invoice number 94458.
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER1 TONER 2 1 1 CT 55.00
WH# 1
2 LMS-K129 15000 COPY KIT 1 1 EA 128.25
WH# 1
3 1 * THE ITEMS LISTED BELOW ARE INCLUDED IN THE ABOVE PRICE.
4 1 * THE SUPPLIES WILL LAST FOR 15,000 COPIES.
5 * 946-181 TONER - BLACK 6 6 EA 84.00
Subtotal 208.25
Freight .00
Sales Tax 13.54
Total 221.79
N'ext, G'oto Last Screen, S'erial Number Linkage, E'nd N
Enter Data (Contd)
See the following example of an invoice inquiry, invoice number 94458.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No
5552222 5836 1 3/27/97 1 10 10 2 94458
Shipping Date Order Date Order Number
3/27/97 3/27/97 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From Co 1
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER CASE OF TONER 2 1 1 CT 55.00
WH# 1
2 LMS-K129 15000 COPY KIT 1 1 EA 128.25
WH# 1
3 1 * THE ITEMS LISTED BELOW ARE INCLUDED IN THE ABOVE PRICE.
4 1 * THE SUPPLIES WILL LAST FOR 15,000 COPIES.
5 * 946-181 TONER - BLACK 6 6 EA 84.00
Subtotal 208.25
Freight .00
Sales Tax 13.54
Total 221.79
N'ext, G'oto Last Screen, S'erial Number Linkage, E'nd N
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No
5552222 5836 1 3/27/97 1 10 10 2 94458
Shipping Date Order Date Order Number
3/27/97 3/27/97 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From Co 1
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
WH# 2
6 * 946-182 DEVELOPER 1 1 EA 30.00
WH# 1
7 * 946-189 CLEANING ROLLER 1 1 EA 14.25
WH# 1
8 1 * THE MAINTENANCE PLAN COVERS ALL PARTS AND LABOR FOR ONE
9 1 * YEAR OR 15,000 COPIES WHICHEVER COMES FIRST.
Subtotal 208.25
Freight .00
Sales Tax 13.54
Total 221.79
N'ext, P'revious, G'oto Last Screen, S'erial Number Linkage, E'nd N
Enter Data (Contd)
If any items and messages on the invoice are part of a kit, each item and message in the kit is noted by an asterisk. The total price of the kit and each items individual price display. The subtotal of the invoice (total of the items extended prices) displays near the bottom of the invoice inquiry screen. The freight charge displays under the invoice subtotal. The sales tax of the invoice displays under the freight charge. The total of the invoice (total = subtotal + freight + sales tax) displays at the bottom of the invoice inquiry screen. Note: The subtotal, freight charge, sales tax, and total apply to the total invoice rather than the individual screen.
If an order is voided after the invoice is created , the message *VOID* displays after the number in the Order Number field of the invoice inquiry header. The message *VOIDED* also appears between the invoice inquiry header and invoice inquiry line information. See the following example of a voided order on an invoice and a voided invoice with a voided order, invoice number 94461.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No
6666000 5841 1 3/27/97 1 10 10 9999 94461
Shipping Date Order Date Order Number
3/27/97 3/27/97 4735*VOID*
----- S O L D T O --------------- S H I P T O -------------------------------
THE WORLD INC THE WORLD INC S/Via U.P.S.
3568 ROADE ST. 3568 ROADE ST. From Co 1
P.O. BOX 86 P.O. BOX 86 Spec SPEC INST
LA CROSSE WI 546014522LA CROSSE WI 546014522 A/R# 6666000
--------------------- ** V O I D E D ** ------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER CASE OF TONER 2 2 CT 120.00
WH# 1
Subtotal 120.00
Freight .00
Sales Tax 7.80
Total 127.80
S'erial Number Linkage or E'nd
Enter Data (Contd)
Next, Goto Last Screen, Serial Number Linkage, End
Previous, Serial Number Linkage, End
Serial Number Linkage or End
While viewing an order, entering a S at any of the previous prompts accesses the serial number linkage screen. The following prompt appears.
Enter Specific Invoice #
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
6666000 5840 1 3/27/97 1 10 10 9999 4734
----- S O L D T O --------------- S H I P T O -------------------------------
THE WORLD INC THE WORLD INC S/Via
3568 ROADE ST. 3568 ROADE ST. From
P.O. BOX 86 P.O. BOX 86 Spec SPEC INST
LA CROSSE WI 546014522LA CROSSE WI 546014522 A/R# 6666000 Co 1
-----------------------------------------------------------------------Br # 2
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER1 TONER 2 CT 90.00
WH# 1 Inv # Inv Date Inv Ship Date
2 PART MISC PART 2 CT 80.00
WH# 1 Inv # Inv Date Inv Ship Date
3 1 THANK YOU FOR YOUR ORDER.
Total 170.00
Enter Specific Invoice #:
Enter a specific invoice number to view which items on that invoice are linked to a serial number. Any invoice number can be entered. It does not have to appear on the order inquiry screen. If you carriage return without entering an invoice number, one of the previous prompts redisplays. If you enter an invalid invoice number, enter an invoice number that has no sales history, or enter an invoice number on which no items are linked to a serial number, the message Sales History Not Found appears.
Enter Data (Contd)
The serial number linkage screen displays the item number, serial number, contract number, service plan, and a meter reading (if one was entered) for every item on the invoice that is linked to a serialized item number. The following prompt displays.
End or Return to Inquiry R
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
6666000 5836 1 3/27/97 1 10 10 9999 4733
----- S O L D T O --------------- S H I P T O -------------------------------
THE WORLD INC THE WORLD INC S/Via
3568 ROADE ST. 3568 ROADE ST. From
P.O. BOX 86 P.O. BOX 86 Spec SPEC INST
LA CROSSE WI 546014522LA CROSSE WI 546014522 A/R# 6666000 Co 1
-----------------------------------------------------------------------Br # 2
Item Number Linked Serial Contract # Service Plan Meter Reading
TONER 300 3003 CC 37000
946-181 300 3003 CC 37000
946-182 300 3003 CC 37000
946-189 300 3003 CC 37000
2110A CB7648
E'nd or R'eturn to Inquiry R
Carriage return to exit the serial number linkage screen and return to the order inquiry. Enter an E to exit and access the Enter Order/Invoice # Or End prompt.
The information appearing on the serial number linkage screen is taken from the Sales History File (Shhist.dt). If an item on the invoice is not linked to a serial number, it does not appear on the serial number linkage screen. If a back-ordered item appears on the invoice, it does not appear on the serial number linkage screen because it is not yet in the Sales History File. If the back-ordered item is part of a kit which is already shipped, it appears on the serial number linkage screen because the kits items are in the Sales History File. If a serialized item number, such as a machine, appears on the serial number linkage screen, the serial number of the item displays after the item number. A serialized item number appears on the serial number linkage screen when it is sold on that specific invoice.
Enter Data (Contd)
See the following example of the serial number linkage screen. Note the serialized item number, 2110A, because it was sold on the invoice.
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Ord.No
5552222 5836 1 3/27/97 1 10 10 2 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec NEEDS 2 COPIES
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Item Number Linked Serial Contract # Service Plan Meter Reading
TONER 300 3003 CC 37000
946-181 300 3003 CC 37000
946-182 300 3003 CC 37000
946-189 300 3003 CC 37000
2110A CB7648
E'nd or R'eturn to Inquiry R
Enter Data (Contd)
Next, Goto Last Screen, Serial Number Linkage, End
Previous, Serial Number Linkage, End
Serial Number Linkage or End
While viewing an invoice, entering a S at any of the previous prompts accesses the serial number linkage screen, which displays the items on the invoice that are linked to a serial number. The following prompt displays.
End or Return to Inquiry R
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No
5552222 5836 1 3/27/97 1 10 10 2 94458
Shipping Date Order Date Order Number
3/27/97 3/27/97 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Item Number Linked Serial Contract # Service Plan Meter Reading
TONER 300 3003 CC 37000
946-181 300 3003 CC 37000
946-182 300 3003 CC 37000
946-189 300 3003 CC 37000
2110A CB7648
E'nd or R'eturn to Inquiry R
Carriage return to exit the serial number linkage screen and return to order inquiry. Enter an E to exit and access the Enter Order/Invoice # Or End prompt.
Enter Data (Contd)
See the following example on an invoice header. The following information is included in the header when viewing an invoice or order:
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No
5552222 5836 1 3/27/97 1 10 10 2 94458
Shipping Date Order Date Order Number
3/27/97 3/27/97 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Cust No. The ship to customer number.
Cust.PO/Refer The purchase order number.
Class The assigned sales class. A class of 10 indicates the order is entered through Tele-Sales.
Date The invoice or order date.
Terms The assigned terms code.
Tax1 The assigned tax code 1.
Tax2 The assigned tax code 2.
Slm The sales rep or telemarketer number assigned to the order or invoice.
Ord.No./Inv.No. The order number if an order inquiry or the invoice number if an invoice inquiry.
Shipping Date The shipping date of the invoice if an invoice inquiry.
Order Date The order date of the order associated with the invoice.
Order Number The order number of the order associated with the invoice.
SOLD TO The complete name and address of the bill to customer.
Enter Data (Contd)
SHIP TO The complete name and address of the ship to customer.
S/Via The assigned ship via (freight carrier).
From A shipped from entered in the invoice or order header overrides.
Spec Special instructions.
A/R# The bill to customer number.
Co The assigned company number.
Br # The assigned branch number.
Enter Data (Contd)
All of the items and messages that were input on the invoice or order display. The following information is included for each item when viewing an invoice or order:
Ln Item No. Description Ord Shptd B/O UM Ext.Price
1 TONER1 TONER 2 1 1 CT 55.00
WH# 0
2 LMS-K129 15000 COPY KIT 1 1 EA 128.25
WH# 0
3 1 * THE ITEMS LISTED BELOW ARE INCLUDED IN THE ABOVE PRICE.
4 1 * THE SUPPLIES WILL LAST FOR 15,000 COPIES.
5 * 946-181 TONER - BLACK 6 6 EA 84.00
Subtotal 208.25
Freight .00
Sales Tax 13.54
Total 221.79
N'ext, G'oto Last Screen, S'erial Number Linkage, E'nd N
Ln The number assigned to the order or invoice line.
Item No. The item number.
Description Twenty five characters of the items description display.
Ord The total number of the item ordered.
Shptd The total number of the item shipped.
B/O The total number of the item back ordered.
UM The assigned unit of measure for the item.
Ext.Price The extended price of the item (quantity x price).
WH# The number of the warehouse from which the item is shipped.
Inv# The invoice number generated for the released order line if an order inquiry.
Inv Date The invoice date for the released order line if an order inquiry.
Inv Ship Date The date on which the order line shipped in an order inquiry.
Enter Data (Contd)
See the following example on the serial number linkage screen. The header information is the same as that found on either the order inquiry or the invoice inquiry screen depending on which is used to access the serial number linkage screen. The following information is available for each line of the serial number linkage screen:
Cust No. Cust.PO/Refer Class Date Terms Tax1 Tax2 Slm Inv.No
5552222 5836 1 3/27/97 1 10 10 2 94458
Shipping Date Order Date Order Number
3/27/97 3/27/97 4733
----- S O L D T O --------------- S H I P T O -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-----------------------------------------------------------------------Br # 2
Item Number Linked Serial Contract # Service Plan Meter Reading
TONER 300 3003 CC 37000
946-181 300 3003 CC 37000
946-182 300 3003 CC 37000
946-189 300 3003 CC 37000
2110A CB7648
E'nd or R'eturn to Inquiry R
Item Number The item number from the invoice which is linked to a serialized item number. The serialized item itself appears on the serial number linkage screen if it was also sold on the invoice.
Linked Serial The serial number of the machine to which the item on the invoice is linked.
Contract # The contract number of the machine that the item was linked to.
Service Plan The service plan of the machine that the item was linked to.
Meter Reading The meter reading if it was entered.