Program Description
The Orders By Customer inquiry can be found on the Order Entry Inquiries menu, OE-2-1. This program allows you to view all orders assigned to the current customer’s Ship To and Bill To customer numbers. First, you can view all orders assigned to the customer’s Ship To customer number regardless of their associated Bill To customer numbers. You can also view all orders assigned to the current customer’s Bill To customer number regardless of their associated Ship To customer numbers. All orders assigned to the Bill To customer number displayed in the header are viewable. The inquiry also provides the current customer’s Bill To and Ship To customer numbers, order numbers assigned to the current customer’s Ship To customer number, order numbers assigned to the current customer’s Bill To customer number, order dates, reference/P.O. numbers (if available), invoice numbers (if available), and the Ship To customer names. You can then access the Order/Invoice Inquiry and view the details of a record.
Rev 15 Changes
If an order was created by the OEM Interface, a + will display to the right of the order number. This is to alert the operator that the order is an OEM Custody Order that is awaiting the OEM AR Invoice in order to be released. If the OEM Interface is activated, a note will display at the bottom of the screen stating “+ Indicates OEM”.
There was a problem with the sort if the operator was accessing a bill-to customer and the dealership had restarted their invoice numbers. This means that the dealership has small invoice numbers and large invoice numbers. The sort would not be correct. This has been corrected in Revision 15.
Rev 14 Changes
Prior to Revision 14, this inquiry sorted the orders in order number order lowest to highest. In Revision 14, a Global option has been added to the Order Control Global Record (Record Number 1). Field 16 is “Display Order Inq By Customer H’ighest Order Number First, L’owest Order Number First Or P’er Inquiry”. If this field is set to a H, the Order Inquiry By Customer Number will sort the orders in order number order highest to lowest. If this Global field is set to a L, the inquiry will display the orders in order number order lowest to highest. This is the sort the program used prior to loading Revision 14. If this Global field is set to a P, the program will ask the operator how to sort the inquiry each time a customer is access
Example:
This option is also available through the Open Orders By Customer Inquiry available through Tele-Sales Activity Entry and Customer Care menu.
A new feature has been added to this inquiry. If an order has at least one item on it that is back ordered, an “*” displays to the right of the order number. A note displays at the bottom of the screen describing what the asterisk is indicating. If the order is voided, and an item is back ordered, the * will not display, since the order is voided.
Fields:
Cust No./Name
Enter a customer number to view all orders assigned to this customer’s Ship To and Bill To customer numbers. If you do not know the customer's number, you may enter up to 25 alphanumeric characters at the Cust No./Name prompt. You enter the prospect alpha name search. Only prospects that have a name that matches exactly with the input display. Select the desired customer from the list of available customers.
Enter Specific Order Or Invoice #, Or E'nd:
Display N'ext, Enter Specific Order Or Invoice #, Or E'nd: N
The first prompt appears when there is only one screen of orders. The second prompt appears when there is more than one screen of orders. Enter an E to exit the inquiry. The cursor returns to the Enter Procedure Choice prompt. Enter a N for next or carriage return for the default of a N for next to view the next screen of orders. Enter a specific invoice or order number to access the Invoice/ Order Inquiry. Note: The order or invoice number does not have to appear on the inquiry to be viewed. If an invoice or order number is input that is invalid or has purged, the prompt Order Or Invoice Number Not Found appears. The cursor returns for reinput. When a customer has more than one screen of orders and a N for next is input, one of the two following prompts appears.
Display N'ext, P'revious, Enter Specific Order Or Invoice #, Or E'nd:N
Display P'revious, Enter Specific Order Or Invoice #, Or E'nd:
The first prompt appears until the last screen of orders is reached. The second prompt appears when the last screen of orders is reached. Enter an E to exit the inquiry. The cursor returns to the Enter Procedure Choice prompt. Enter a N for next or carriage return for the default of a N for next to view the next screen of orders. Enter a P to go back one screen. You may go back and forward as many screens as possible. Enter a specific invoice or order number. If an invoice or order number is input that is invalid or has purged, the prompt Order Or Invoice Number Not Found appears. The cursor returns for reinput. When a valid order or invoice number is input, the header and line item detail of the order or invoice display.
Results:
The following information is included on the inquiry.
Cust No./Name
The customer number and name. The Bill To customer number assigned to the current customer in the Customer File.
Br
The branch number that is assigned to the customer in Customer File Maintenance.
SRep
Sales rep 1 that is assigned in Customer File Maintenance. Note: This is not the telemarketer assigned in the Prospect File.
A/R Bal
The current Accounts Receivable balance stored in the Custd File (the Customer File). This is the A/R balance of the entered account number.
Open Ord
The current open order amount stored in the Custd File.
Sales YTD
The current sales year to date amount stored in the Custd File.
Ship To Customer:
The Ship To customer number to which the following orders are assigned.
Order No.
The order number. If the order has been voided the word VOID appears after the order number. All orders appear until they are purged from the system.
Ord Date
The order date.
Refer/PO No
Anything that is stored in the purchase order field on the order.
Inv No
The most current invoice release of the order. If the invoice has been voided, the word VOID appears before the invoice number.
Ship To Name
The name of the ship to customer assigned to the order.
Rev 13 Changes
N/A
Rev 12 Documentation
The Orders By Customer inquiry is found on the Order Entry Inquiries menu, 2-1. Internal changes were made to incorporate the file expansion of the Item File and Invoice Files. View all orders assigned to the current customer’s Ship To and Bill To customer numbers. First, view all orders assigned to the customer’s Ship To customer number regardless of their associated Bill To customer numbers. Secondly, view all orders assigned to the current customer’s Bill To customer number regardless of their associated Ship To customer numbers. All orders assigned to the Bill To customer number displayed in the header are viewable.
The inquiry provides the current customer’s Bill To and Ship To customer numbers, order numbers assigned to the current customer’s Ship To customer number, order numbers assigned to the current customer’s Bill To customer number, order dates, reference/P.O. numbers (if available), invoice numbers (if available), and the Ship To customer names. You can then access the Order/Invoice Inquiry and view the details of a record.
Cust No./Name
Enter a customer number to view all orders assigned to this customer’s Ship To and Bill To customer numbers. If you do not know the customer's number, you may enter up to 25 alphanumeric characters at the Cust No./Name prompt. You enter the prospect alpha name search. Only prospects that have a name that matches exactly with the input display. Select the desired customer from the list of available customers.
The Orders By Customer Inquiry screen opens. The Ship To customer number and name, Bill To customer number, branch number, sales rep number, accounts receivable balance, open order balance, year-to-date sales display in the screen header. All orders that display first are those assigned to the customer’s Ship To customer number. All orders assigned to that Ship To customer number are viewable regardless of their associated Bill To customer numbers. These orders are displayed in order number order. The following orders are all orders assigned to the current customer’s Bill To customer number regardless of their associated Ship To customer numbers. All orders assigned to the Bill To customer number displayed in the header are viewable. These orders are displayed in Ship To customer number order and then in Ship To customer name order.
The inquiry provides the current customer’s Ship To customer numbers, order numbers assigned to the current customer’s Ship To customer number, order numbers assigned to the current customer’s Bill To customer number, order dates, reference/P.O. numbers (if available), invoice numbers (if available), and the Ship To customer names. You can then access the Order/Invoice Inquiry and view the details of a record.
If the customer has existing orders, the cursor is at one of the two following prompts.
Enter Specific Order Or Invoice #, Or E'nd:
Display N'ext, Enter Specific Order Or Invoice #, Or E'nd: N
Enter Specific Order Or Invoice #, Or E'nd:
Display N'ext, Enter Specific Order Or Invoice #, Or E'nd: N
The first prompt appears when there is only one screen of orders. The second prompt appears when there is more than one screen of orders. Enter an E to exit the inquiry. The cursor returns to the Enter Procedure Choice prompt. Enter a N for next or carriage return for the default of a N for next to view the next screen of orders. Enter a specific invoice or order number to access the Invoice/ Order Inquiry. Note: The order or invoice number does not have to appear on the inquiry to be viewed. If an invoice or order number is input that is invalid or has purged, the prompt Order Or Invoice Number Not Found appears. The cursor returns for reinput. When a customer has more than one screen of orders and a N for next is input, one of the two following prompts appears.
Display N'ext, P'revious, Enter Specific Order Or Invoice #, Or E'nd:N
Display P'revious, Enter Specific Order Or Invoice #, Or E'nd:
The first prompt appears until the last screen of orders is reached. The second prompt appears when the last screen of orders is reached. Enter an E to exit the inquiry. The cursor returns to the Enter Procedure Choice prompt. Enter a N for next or carriage return for the default of a N for next to view the next screen of orders. Enter a P to go back one screen. You may go back and forward as many screens as possible. Enter a specific invoice or order number. If an invoice or order number is input that is invalid or has purged, the prompt Order Or Invoice Number Not Found appears. The cursor returns for reinput. When a valid order or invoice number is input, the header and line item detail of the order or invoice display.
5/16/97 Orders By Customer Inquiry 9:49
Cust No./Name Br SRep A/R Bal Open Ord Sales YTD
5552222 THE SLEEP INN MOTEL 2 2 .00 116880.47 4829.50
Bill To Customer: 7856200
Order No. Ord Date Refer / PO No Inv No Ship To Name
Ship To Customer: 5552222
4815 5/06/97 0 THE SLEEP INN MOTEL
4821 5/14/97 94587 THE SLEEP INN MOTEL
Ship To Customer: 5552300
4790 4/25/97 0 ALPHA INCORPORATED
4792 4/25/97 0 ALPHA INCORPORATED
4801 4/25/97 0 ALPHA INCORPORATED
4816 5/06/97 0 ALPHA INCORPORATED
4791 4/25/97 0 MORLEY STATIONERY
Display N'ext, P'revious, Enter Specific Order Or Invoice #, Or E'nd: N
The following information is included on the inquiry.
Cust No./Name The customer number and name. The Bill To customer number assigned to the current customer in the Customer File.
Br The branch number that is assigned to the customer in Customer File Maintenance.
SRep Sales rep 1 that is assigned in Customer File Maintenance. Note: This is not the telemarketer assigned in the Prospect File.
A/R Bal The current Accounts Receivable balance stored in the Custd File (the Customer File). This is the A/R balance of the entered account number.
Open Ord The current open order amount stored in the Custd File.
Sales YTD The current sales year to date amount stored in the Custd File.
Ship To Customer: The Ship To customer number to which the following orders are assigned.
Order No. The order number. If the order has been voided the word VOID appears after the order number. All orders appear until they are purged from the system.
Ord Date The order date.
Refer/PO No Anything that is stored in the purchase order field on the order.
Inv No The most current invoice release of the order. If the invoice has been voided, the word VOID appears before the invoice number.
Ship To Name The name of the ship to customer assigned to the order.