Using Inquiries Within Sales Order Entry

Use the Sales Order Inquiries screen to access many options related to the current order or customer. For example, while in an order, you may need to view the customer's accounts receivable balance, inquire about recent sales, or view product pricing.

To view sales order inquiry information:

Create or open a sales order and display the order's Body screen.
Use the Inq hot key to display the Sales Order Inquiries screen.
Use hot keys, as needed:

To...	Use this hot key...
review payments received on the order	A/R Inquiry When prompted, indicate whether to view results by the ship-to or bill-to customer and press Enter to display the A/R Inquiry screen.
view the transactions posted to the A/R ledger	A/R Ledger The A/R Ledger screen displays.
review the customer's order history for the currently selected product	Cust Inven Hist The Inventory History Ledger screen displays.
review the customer's record in Customer Maintenance	Customer Maint The Customer Maintenance screen displays the customer's record.
review this customer's trackers	View Cus Actvty When prompted, indicate whether to view results by the ship-to or bill-to customer and press Enter to display the Customer Activity Log Tracker Viewing screen.
review the customer's inventory history	View Cus Inven The Customer Inventory History Ledger screen displays.
view all of the customer's part numbers	Customer Part# When prompted, indicate whether to view results by the ship-to or bill-to customer and press Enter to display the Customer / Vendor Specific Part Numbers screen.
order the currently selected product from a vendor via B2B	B2B Commerce The Eclipse B2B Commerce screen displays.
view the junior orders contained within a master job bid	Job Totals The Job Bid Totals Summary screen displays.
view or change the currently selected product's maintenance record	Product Maint The Product Maintenance screen displays.
review the currently selected product's inventory levels	Inventory Inq The Inventory Inquiry screen displays.
review the currently selected product's sales/procurement history	Inven History The Inventory History Ledger screen displays.
attach notes to the currently selected product	Product Notes The notes selection list displays. Select a type of note and press Enter to display the standard notes for that type. Press Enter.
record customer activity	Entr Cus Actvt When prompted, indicate whether to view results by the ship-to or bill-to customer and press Enter to display the Call Tracking Entry screen.
view where the currently select product is located in the warehouse	Product Locns The Product Location Maintenance screen displays.
view or add substitute products for the currently selected product	Product Subs The Product Substitutes screen displays.
view the buy line associated with the currently selected product	Buyline Maint The Buy Line Maintenance screen displays.
view the information used to price the currently selected product, along with other possible prices	Product Pricing The Product Pricing screen displays.
locate serial numbers associated with the currently selected product	Serial # Search The Serialized Search screen displays.
view inventory projections for the currently selected product	Future Ledger The Future Ledger screen displays.
view or edit the sell matrix associated with this order	Matrix Pricing The Sell Matrix Maintenance screen displays in view-mode or edit-mode, depending on your authorization.
view the order's picking progress (RF warehouses only)	Inprocess Queue The Warehouse In Process Queue screen displays.
view or enter order-specific trackers	Activity Log The Order Activity Log Viewing screen displays.
view external product catalogs	Products Xrefs A selection of product catalogs displays. Choose the desired catalog and press Enter.
view data in the PDW catalog	PDW Data Viewer The PDW Data Viewer screen displays.
view additional inquiries	Additional Inqs The Additional Sales Order Inquiries screen displays.

Press Esc to return to the Sales Order Entry Body screen.