Using Order Status

Note: The Order Status Inquiry is found in the Sales Inquiry menu and the Shipping Inquiry menu.

1. When you first enter the Order Status Inquiry option a Select A Route or Select A Sales Rep window will display, based on whether the report is being run from the Sales Inquiry menu or Shipping Inquiry menu. Select one, several, or ALL routes/sales reps for the inquiry by scrolling to your selection and pressing Enter. An asterisk (*) will appear confirming your selection if your selection. Select EXIT to finish your route/sales rep selections.

2. At the Customer Mask field, enter a customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB., or enter "/////" to generate the inquiry for all customers. You may also enter a specific customer ID code to run the inquiry for one customer.

4. A Select A Status window will display. Select the appropriate order status types to be viewed, and press Enter. An asterisk(*) will appear next to the status to indicate it was selected. Highlight EXIT and press Enter when you are finished selecting status codes. To see all statuses, select ALL and press Enter.

Note: Selecting a status that was already selected will "unselect" it. This will remove the asterisk.

Valid status codes are:

• Open-Shp Hold – Not priced or shipped and not approved for shipping
• Open – Not priced or shipped
• Partially Shipped - Priced and atleast one item has shipped but the rest are unshipped.
• Priced-Shp Hold – Priced but not shipped and not approved for shipping
• Priced – Priced but not shipped
• Shipped-Inv Hold – Shipped but not priced and not approved for invoicing
• Shipped – Shipped but not priced.
• Ready-Inv Hold – Priced and shipped but not approved for invoicing
• Ready – Priced and shipped, but not invoiced
• Voided – Voided from the system
• Invoiced – Displays only if batch invoicing is enabled. Denotes the order has been invoiced but not posted to accounts receivable.

Note: The Opened and Shipped status will only appear if the Delayed Pricing setting in Sales Options is set to Y (Y=yes). The SHP and INV hold will only appear if the Ship/Invoice Approvals are activated in Shipping Options.

5. A Select A Sort window will display. Select a sort order for the inquiry: Customer then Order, Order Status, or Route then Order Changed Date.

6. Enter the date range that you want to run the report for, or accept the system default – today's date.

7. 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) 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 button again reverts the inquiry

Use the Available Actions link below for further information.

Security Required : Shipping - Shipping Inquiry