To view open sales orders:Use the Open Orders screen to view information on sales orders that have not yet shipped.
To view open sales orders:
From the A/R menu, select A/R Inquiry to display the A/R Inquiry screen.
From a populated A/R Inquiry screen, use the Inq hot key to display the Additional A/R Inquiries menu.
From this menu, select Open Orders to display the Open Orders screen.
Based on the customer in the Cust field on the A/R Inquiry screen, the following view-only information displays:
|
Field |
Description |
|
Customer Name |
The customer account name and address, based on the information in the Cust field on the A/R Inquiry screen. |
|
Contact |
The first three contacts listed for this customer, as designated on the Customer Maintenance screen. |
|
Phone # |
The phone numbers associated with each of the contacts listed in the Contact field. |
|
Order # |
The transaction ID of the designated sales order. Open sales orders are listed in order by transaction number with normal sales orders listed first, followed by directs. |
|
Customer PO # |
The customer's order number, as designated on the Sales Order Entry Header screen. |
|
Br |
The number of the branch for this transaction. |
|
Balance |
The balance owing on the transaction. |
|
Ship Dt |
The date the transaction ships. |
|
Avail Dt |
The date that the transaction is available. |
|
Sts |
The status of the transaction. |
|
Via |
The code for the method of shipment for this transaction, also known as a ship via. This code is designated on the Sales Order Entry screen, and defined on the Ship Via Maintenance screen. For more on these codes, see on Ship Via Maintenance. |
Use the following hot keys as necessary:
|
Hot Key |
Description |
|
Open Orders |
Displays the Open Orders screen. |
|
A/R Items |
Displays the A/R Items screen. |
|
Bids |
Displays the Bid screen. |
|
View |
Displays the transaction on which the cursor is positioned in view-only mode. |
|
Delivery |
Displays the Scheduling screen for the transaction on which the cursor is positioned. |
|
Edit |
Displays the transaction on which the cursor is positioned in edit mode. |
|
Product/No Product |
Displays the Product field beneath the Customer Name When you enter a product type in the Product field, the screen redisplays, showing only those transactions containing the stated product. The hot key name changes to No Product. Press Esc key to clear the Product field and redisplay all of the transactions. |
|
Credit |
Clears the screen and displays those transactions with a credit applied against them. |
When you are finished viewing this information, press Esc to exit this screen.
See Also: