View Document Information

Counter Menu -> Inquiries -> Document Inquiry -> View Document Information

Counter Menu -> Cylinder Transactions -> Cylinder Transaction Inquiry -> DETAILS button -> View Document Information

Back Office Menu -> Cycle Billing -> Details window -> View Document Information

Inventory Menu -> Sales Inventory -> Serial # icon -> Serial Numbers -> Invoice # window -> View Document Information

Utilities Menu -> Inventory Control -> Change Serial# Flag / Product Quantity Adjustment -> Serial Numbers -> Invoice # window -> View Document Information

Purchase Order Menu -> Purchase Order Inquiry -> View Document Information

Purchase Order Menu -> Warehouse Receiving -> VIEW P.O. -> View Document Information

Purchase Order Menu -> P.O. Approval Menu -> Purchase Order Approvals -> selected P.O. -> P.O. Header/Detail windows -> View Document Information

Accounts Payable Menu -> Vendor Account Inquiry -> P.O.# -> View Document Information

Work Order Menu -> Bulk Close Internal Work Orders -> View window in details -> View Document Information

Work Order Menu -> Document Reprints -> Print Inspection Forms -> Print Inspection Forms -> WORK ORDER button -> View Document Information

The document inquiry utilities throughout the software provide the ability to view details on existing documents.

Depending on the source of the inquiry and type of document, the ability to drill down to the different parts of the document is provided to view information including the Header with dates, billing customer and shipping site, the product Details with quantities and pricing, and the Totals payment summary with the additional services, any source document such as a Contract, or any resulting document such as the Invoices.

The information varies depending on the type of document that is to be viewed, the status of the document, and any search filters used.

• Document Search Using Filters:
  Some inquiries provide search filters to find a range of documents such as contracts, or invoices. The search criteria may vary depending on the type of document that is being viewed.
  Some of the search options include by Division, Location, Document, Billing, Document or Detail Status, along with the Additional Search options which provide customer, date, and product specifics, as well as a search for contracts by header/detail notes.

  Note: The Purchase Order search by Open or Closed Status, reflects the status of the P.O. header, and does not consider specific products that may be partially or fully received on the P.O.

  The resulting document lists also vary depending on the type of document and include information by document number, location, customer, date, and product quantities.

• Specific Document Drill Down:
  Various windows on a specific document provide the ability to drill down to information pertaining to that document, including:

  TRANSACTIONS:
  This drill down window applies only from Contract, and Exchange searches and can be accessed from the window on the Contract field.
  It shows the delivery/pickup status of the items on the contract, as outlined in Contract Detail Status.

  When the document drill down inquiry is on a Cylinder Contract, this transactions window displays the Cylinder Delivery Ticket Search information for the contract.

  HEADER:
  This drill down window applies to all documents except the Warehouse Receiving Transactions, and provides the customer or vendor identification and information for shipping and for billing.

  When viewing Invoices in Batch or History, the Reference Contract# field is accessible to be removed or updated.

  DETAILS:
  This drill down window applies to all documents except the Warehouse Receiving Transactions.
  Product details from the document, display each product #, description, quantity, unit price, extended amount, and the product status.
  Click the EXP/CON button or press <F9> to view the notes, division, tax and discount information for the product. Any split billing amounts from Work Orders, for the Customer, the Warranty Charge, and Internal Repair Charge, also display.

  Click the ATTACHMENTS button to view any attachments linked to this document or associated with this document by site or by related source documents as outlined in File Attachments.

  On Purchase Orders a window is provided on the Order Qty field to view the ordered, received and balance quantities.

  TOTALS:
  This drill down window applies to all documents except the Warehouse Receiving Transactions and Purchase Orders.
  It summarizes the final charges including the services, damage waiver, taxes, and deposit information.

  Associated Source and Resulting Documents that can be Viewed:
  

  VIEW INVOICES:
  This window only applies in Contract, and Exchange inquiries, and in Serialized Sales Number tables
  It lists the associated invoice numbers that were created from sales or from the contract from interim cycle billings or from rental returns.
  It lists the Bill Name, and invoice total, and provides drill down windows to the invoice header, details and totals information.
  Invoices linked to this contract by the Reference Contract# assigned to the invoice in Miscellaneous Invoices are also included in this billing inquiry.

  VIEW CONTRACTS:
  This window applies in Invoices inquiries, and provides access to drill down on the contract that was the source of the invoice.

  VIEW BILLINGS:
  This window applies only in Sales Orders inquiries, and provides access to drill down on any resulting invoices that were filled on this order.

  VIEW P.O.#:
  This window only applies in Warehouse Receiving Transactions, and provides access to drill down on the original Purchase Order header and details, when applicable.

  The Prevent Edit of P.O. Notes in Warehouse flag in the Company Inventory Parameters controls access to view only, or access to add/change/delete P.O. notes when the P.O. is reviewed from the VIEW P.O. on the Warehouse Receiving screen.