Sales Order Search

The ability to search for an existing sales order is provided in the document number field on each of the order entry program in Change mode, in order billing, in the print document selection programs, the reporting options, and the order inquiries.

Multiple search filters can be used to narrow the list of orders that are returned from the search.

When a filter data field is left blank or ALL, then no restriction is applied on that search category.

The search prompts are:

BILL TO NAME

Leave this field blank to include all orders or enter the first few characters of the billing name from the document to filter the search by Billing Name.
Note: This is not the Alpha Key from the customer file. This is the name printed on the document for billing.

SHIP TO NAME

Leave this field blank to include all contracts or enter the first few characters of the shipping name as it prints on the document to filter the search by Site or Shipping Name.

CUSTOMER NUMBER

Accept ALL to include orders for all customers, or enter the customer number to display orders for a specific customer, or search for the customer in the Accounting Customer Search window.

SITE#

Accept ALL to include orders for all sites, or window to lookup a specific site, as outlined in Site Search.

PRODUCT DESCRIPTION

Leave this field blank for all products or enter the first few characters of the description for the product as stored in the product file.

PRODUCT NUMBER

Accept ALL product numbers, or enter the product number to search for orders by product, or select a specific Rental or Sales product in the Inventory Search window.

PRODUCT GROUP

Accept ALL Groups, or to search for orders by product group enter the Group, or select one from the Product Group Search .

PRODUCT CLASS

Accept ALL Product Classes, or to search for orders by class enter the class, or select a specific class from the Product Class Search.

ORDER STATUS

Select one of the following:

• Click Open to view and select from a list of unfilled Orders, including Orders that are partly filled.
• Click Closed to view and select from a list of closed Orders that have been filled and billed.
• Click Both to include all Orders in the list.

Finished?

Click ACCEPT to initiate the search or CANCEL to abort.

Search Results:
The resulting list of orders displays the document number, billing name, order date, shipping or site name, and closed flag.
Documents that are displayed are limited to the Divisional Restricted Views assigned to the operator.

The document list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition them as required.

Click on the DETAILS button to drill down to view the document header information, the product details, and the document totals with services and taxes.
If a Purchase Order has been created directly from the Sales Order, the ability to drill down to the P.O. details is provided from the Sales Order Header.

To select a value from the displayed list, double-click on the appropriate record, or highlight the record and click the SELECT button.