Printing an Order Status Inquiry

1. Once you have entered all of the required information needed to generate an Order Status Inquiry, all orders that match the selection criteria entered will display. Command options will also appear:

• Print (X) – Select Print (X) to print the report. Command options will appear allowing you to print or choose from a set of other print options.
• Toggle$(D) – Select Toggle$(D) will toggle to show the total dollars for the order and cumulative total of orders for the dates selected.
• Toggle Ref No – Select Toggle Ref No to toggle between the order number and the invoice number on invoiced orders.
• Next Page – Select Next Page/Prior Page (second screen) if the list is more than one screen long.
• Exit – Select Exit to return to the first selection window.

Selecting the Toggle $(D) command option will toggle columns showing the total sales order dollar amount and a running total of all orders appearing. Pressing the Toggle$(D) button again reverts the inquiry. Selecting the Toggle Ref No will toggle columns showing the order number with the invoice number. Pressing the Toggle Ref No button again reverts the inquiry

Select Print.

2. Command options will appear:

• Summary – Select Summary to print the inquiry based on the current screen toggle view.
• Detail – Select Detail to generate a report that includes the order line detail for all product types. Specify whether you wish to subtotal the orders.
• Exit – Select Exit to exit the option.

The following information will print in the status toggle view:

• Order/Inv – This column displays all sales order numbers or invoice numbers for the orders based on the toggle view selected. 
• SP/RT – This column displays all sales rep IDs or route IDs for the sales order based on whether the inquiry was run from Sales Inquiry or Shipping Inquiry menu.
• Cust – The customer name
• Ordered – The date the sales order was entered
• Changed – The date the order was last changed through Sales Orders. A date will not display if the order was never changed from initial input.
• Time – The last time the order was finished through Sales Orders (24 hour clock).
• User – The user ID of the person who was logged into the system when the order was taken or changed.
• Shipped – The ship date of the sales order
• Status – This column displays the current order status code.
  • O – Open - Shp Hold, not priced or shipped and not approved for shipping OR Open, open but not priced or shipped
  • P - Partially Shipped - Priced and atleast one item has shipped but the rest are unshipped.
  • P – Priced - Shp Hold, priced but not shipped and not approved for shipping OR Priced, priced but not shipped.
  • S – Shipped - Inv Hold – Shipped but not priced and not approved for invoicing OR Shipped, shipped but not invoiced.
  • P – Ready - Inv Hold – Priced and shipped but not approved for invoicing or Ready, priced and shipped but not invoiced.
  • V – Voided. Voided from the system
  • I – Invoiced – Displays only if batch invoicing is enabled. Denotes the order has been invoiced but not posted to accounts receivable
  • CR – Indicates that the order is a credit order
  • H – Indicates that the order is on credit hold.
• Invoice number if the order is invoiced

The following information will display in the Toggle$(D) view:

• Order/Inv – This column displays all sales order numbers or invoice numbers for the orders based on the toggle view selected.
• SP/RT – This column displays all sales rep IDs or route IDs for the sales order based on whether the inquiry was run from Sales Inquiry or Shipping Inquiry menu.
• Customer Name – The customer name
• Tot Dols – The total sale dollars of the order/invoice
• Cum Dols – The cumulative total of all sales orders/invoices selected
• Shipped – The ship date of the sales order
• Status – The current order status code
• Invoice number if the order is invoiced.

If you select Detail, specify whether you wish to subtotal the orders. The detailed report includes the order line detail for all product types:

• Status – The current order status code
• Order – The order number
• Inv – The invoice number
• Cust – The customer ID code
• Customer Name /PO – The customer name and purchase order number
• Order Date – The order date
• Ship Date – The ship date
• Grp – The item group for the item ordered
• Item Name – The item name
• Quantity – The quantity ordered or shipped
• Un – The ordered or shipped unit of measure 
• Price – The selling price
• Extended – The total sales dollars for the order line
• Cost – The cost of the order line if cost of goods sold has been run against this order.
• Sub-total of the total pounds and sales dollars for product items if selected to sort by order status
• Grand total of the total pounds and sales dollars for product items.

3. Command options will appear allowing you to print or choose from a set of other print options.

For more information on the Order Status option see Order Status.

Security Required : Shipping - Shipping Inquiry