Customer Order Inquiry

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

Alternate Menu Path: Warehouse Management $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Orders $Images\bluerarw.gif$ Customer Order Inquiry

Purpose

View open, closed, and voided orders for a selected customer.

Overview

Use Customer Order Inquiry to display a customer’s orders, and optionally view details for each order.

Using the Inquiry

To use the Customer Order Inquiry:

Enter the appropriate customer code or name in the Customer Code or Customer Name field.
Select filter criteria for the orders you want to display.
In the Display Options section, select how you want to sort (and optionally search) orders. If you want to display specific orders at the top of the grid of results, based on the option you selected, enter the order number, customer purchase order number, order date, required date, or on-hold reason for the orders you want to display first.
Click the Show Data button in the ribbon. The Results tab displays orders for the selected customer based on the selected criteria.
If you want to display line item information for an order, double-click the order to display the information in Line Items.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Order Inquiry window.
Show Data	Click this button to display customer order information on the Results tab based on the selected criteria.
Order Relationship Inquiry	Click this button to display Order Relationship Inquiry, which allows you to view relationships for the order selected in the Orders grid. This button is only available if the Results tab is displayed.
Order Detail	Click this button to display Order Edit, which allows you to view and update information for the order selected in the Orders grid. This button is only available if the Results tab is displayed. Note If you are not authorized to use Order Edit, the Order Entry window appears instead, and allows you to view and update information for the selected order. If you are not authorized to use Order Edit or Order Entry, the Order Inquiry window appears instead, and allows you to view order information for the selected order.

Inquiry Tab Fields and Buttons

Field or Button	Description
Customer Code	Enter a customer code for which you want to display orders, or click the Lookup button to select a customer code.
Customer Name	Enter a customer name for which you want to display orders, or click the Lookup button to select a customer name.
Customer Option	Select one of the following: Customer - Select this option to display orders for a customer. Billing Customer - Select this option to display orders for a billing customer. Example Customer A is the billing customer for customers B and C. If Customer A is selected, select this option to display orders for customers B and C. For more information, see Structure and Concepts. History Customer - Select this option to display orders for a history customer. Example Customer A is the history customer for customers B and C. If Customer A is selected, select this option to display orders for customers B and C.
Related Customers	Select this check box to display orders for customers related to the selected customer or billing customer. This check box is cleared by default, and is only available if the Customer or Billing Customer radio button is selected.
All Orders	Select this to display all orders that meet the selected filter criteria. This check box is selected by default.
From (Order)	Enter an order number you want to display, or click the Lookup button to select an order number. If you want to display a range of orders, enter the first order number in the range. This field is only enabled if you clear the All Orders check box.
To (Order)	Enter the last order number in a range of orders you want to display, or click the Lookup button to select an order. If you want to only display a single order, you can leave this field blank. This field is only enabled if you clear the All Orders check box.
Include Closed Orders	Select this check box to display closed orders. This check box is only enabled if the All On Hold Reasons check box is selected.
Include Voided Orders	Select this check box to display voided orders. This check box is only enabled if the All On Hold Reasons check box is selected.
Include Quote Orders	Select this check box to display quotes.
Show Shippable, Backordered, and Bin Allocated Amounts	Select this check box to include the Shippable Amount, Backordered Amount, and Bin Allocated Amount columns in the Orders grid. The Shippable Amount column displays the monetary amount of products currently allocated to each open sales order. The Backordered Amount column displays the monetary amount of backordered products for each open sales order. The Bin Allocated Amount column displays the monetary amount of products allocated to each open sales order that are on a pick demand for which inventory has not yet been adjusted.
Show Only Orders With Short Shipped Lines	Select this check box to only display orders for which the quantity picked was less than the quantity ordered. This check box is cleared by default.
All Customer Purchase Orders	Select this check box to display orders for all customer purchase orders. This check box is selected by default.
From (Customer Purchase Order)	Enter a customer purchase order for which to display orders, or click the Lookup button to select a customer purchase order. If you want to display orders for a range of customer purchase orders, enter the first customer purchase order number in the range. This field is only enabled if you clear the All Customer Purchase Orders check box.
To (Customer Purchase Order)	Enter the last customer purchase order number in a range of customer purchase orders for which to display orders, or click the Lookup button to select a customer purchase order number. If you want to display orders for only a single customer purchase order, you can leave this field blank. This field is only enabled if you clear the All Customer Purchase Orders check box.
All Order Dates	Select this check box to display orders for all order dates. This check box is selected by default.
From (Order Date)	Enter an order date for which to display orders, or click the drop-down arrow to select an order date. If you want to display orders for a range of order dates, enter the first date in the range. This field is only enabled if you clear the All Order Dates check box.
To (Order Date)	Enter the last order date in a range of order dates for which to display orders, or click the drop-down arrow to select an order date. If you want to display orders for a single order date, you can leave this field blank. This field is only enabled if you clear the All Order Dates check box.
All Required Dates	Select this check box to display orders for all required dates. This check box is selected by default.
From (Required Date)	Enter a required date for which to display orders, or click the drop-down arrow to select a required date. If you want to display orders for a range of required dates, enter the first date in the range. This field is only enabled if you clear the All Required Dates check box.
To (Required Date)	Enter the last required date in a range of required dates for which to display orders, or click the drop-down arrow to select a required date. If you want to display orders for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box.
All On Hold Reasons	Select this check box to display orders for all on-hold reasons. This check box is selected by default.
On Hold Reason	Enter an on-hold reason for which to display orders, or click the Lookup button to select an on-hold reason. This field is only enabled if you clear the All On Hold Reasons check box.
Sort by and Position to	Select a method for sorting displayed orders.
Order Number/Customer PO/Order Date/Required Date/On Hold Reason	Enter a criterion for the first order to display. The value you select or enter depends on your selection in the Sort by and Position to radio set. Example If you select the Required Date radio button, and you enter today’s date in the Required Date field, you can see all orders, with orders that have a required date of today listed first.

Results Tab Fields and Buttons

Field or Button	Description
Orders	This grid displays order information for the selected criteria. Double-click an order to display Line Items, which allows you to view the line item information for the order. If you want to display the Shippable Amount, Backordered Amount, and Bin Allocated Amount columns in this grid, select the Show Shippable, Backordered, and Bin Allocated Amounts check box on the Inquiry tab, and then click the Show Data button in the ribbon. Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.
Orders	This field displays the total number of displayed orders.
Order Amount	This field displays the total amount of displayed orders.