Customer Future Order Inquiry

Menu Path: Customer Service $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Orders $Images\bluerarw.gif$ Customer Future Order Inquiry

Purpose

View customers with future orders.

Overview

Use Customer Future Order Inquiry to display customers that have orders with required dates in the future (see allocation days). It is specific to a single shipping location per search, but can include all sales representatives or a single sales representative.

Note Sales representatives can use this inquiry for their own customers’ future orders if their user ID is set up with their sales representative ID entered in the Sales Representative field in User Extended Options. If your user ID does not specify a sales representative ID in the Sales Representative field, you can select all sales representatives or a specific sales representative.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Future Order Inquiry window.
Show Data	Click this button to display future order information on the Results tab, based on the criteria selected on the Select tab.

Select Tab Fields and Buttons

Field or Button	Description
All Sales Representatives	Select this check box to display future order information for all sales representatives. This check box is cleared by default. Note This check box is disabled if a sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options.
Sales Representative	Enter a sales representative for which to display future order information, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box. If a sales representative is entered in the Sales Representative field for your user ID in User Extended Options, this field defaults to that sales representative.
Location Prefix	Enter a shipping location prefix for which to display future order information, or click the Lookup button to select a shipping location prefix. For more information on shipping locations, see Sales Location / Shipping Location.
Name	Enter a shipping location name for which to display future order information, or click the Lookup button to select a shipping location name. For more information on shipping locations, see Sales Location / Shipping Location.
Future Priority	Optionally re-arrange the order of the future order priority for display on the Results tab. Click the up or down arrow buttons to change the priority, and then click the Apply button.
Apply	Click this button to apply the future order priority after you change the order in the Future Priority field.
Sort by	Select one of the following options for sorting future orders: Code Name Sales ID
Position to	Enter a criterion for the first order to display. The value you enter depends on your selection in the Sort by field. Example If you select the Name radio button, and you enter Smith in the Position to field, then Smith will be the first row display on the Results tab (if there is such a record).

Results Tab Fields and Buttons

Field or Button	Description
Customers with Future Orders	This grid displays customer information for customers with future orders based on the criteria specified on the Select tab. Select a customer to display future order lines for the customer in the Future Lines grid. Double-click a customer to display Customer Inquiry, which allows you to view detail information for the customer.
Sort by	Select an option for sorting the Future Lines grid. You can sort by order number or product code.
Position to	Enter an order number or product code to display at the top of the Future Lines grid.
Show Data	Click this button to refresh the data displayed in the Future Lines grid based on the selected criteria.
Future Lines	This grid displays future order line items for the customer selected in the Customers with Future Orders grid. Depending on product availability at the selected location, there may or may not be sufficient available inventory to allow release of the future line item. Zero is displayed in the Quantity to Release column if there is not sufficient available quantity or the required date is not within the allocation days. Double-click a line item to display Line Items, which allows you to view the line item information for the order.
Available	This field displays the quantity available for the product selected in the Future Lines grid.
Future	This field displays the total future quantity for the product selected in the Future Lines grid for all customers in a selected location. For more information, see Inventory Matrix Inquiry FAQ.
Qty Due for Release	This field displays the total quantity that is on future orders, but now is within the allocation days window, and can be released (provided there is available quantity).