Order Inquiry

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

Purpose

View customer sales orders, return orders, transfer orders, consignment orders, and quotes.

Overview

Use Order Inquiry to display order and quote information. The Order Inquiry window is similar to the Order Entry window, except you cannot create, edit, or void orders in it.

Tabs

Order Inquiry is divided into multiple tabs that include fields of related information. The following table lists the purpose of each tab.

Tab	Description
Main	This tab includes information such as the customer, type of order, shipping and sales locations, and the order required and shipping dates.
Items	This tab allows you to view items for orders.
Ship To	This tab allows you to view ship-to addresses for an order. The Ship To tab also displays tax options and route information.
Bill To	This tab allows you to view the bill-to address for an order. The Bill To tab also displays credit card authorization information.
Additional Charges	This tab allows you to view miscellaneous charges or discounts to an order. The Additional Charges tab also includes freight calculations.
Relationships	This tab displays any pick demands and invoices associated with an order.
BOL	This tab displays pick information related to bills of lading for an order.
EDI	This tab displays bill of lading, pick, and invoice information for an order.
Other Information	This tab allows you to view data stored in order user-defined fields. The labels for these fields are set up in User Defined Fields Maintenance and Customer Service Control Maintenance.

For information on the steps required to process a sales order, return order, transfer order, drop shipment, customer consignment, direct ship, or quote, see Customer Service Process Flows.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Order Inquiry window.
Print Order	Click this button to display Sales Order Print, which allows you to print an order acknowledgment. Note This button is not available for transfer orders.
Generate Replacement Order	Click this button to display Replacement Sales Order Create, which allows you to create a replacement sales order for a return order. This button is only available if the Generate Replacement Sales Order check box is selected.
Shipment Tracking	Click this button to view package tracking information after products have been picked and shipped. This button is only available if you click the Relationships tab. For information on the default carriers for which you can track packages, and the carrier's Web sites, see Standard Carrier Alpha Code (SCAC).
Pack List Information	If the Main tab is displayed, click this button to display Order Pack List Information, which allows you to view order information stored for trading partner pack lists. If the Items tab is displayed, click this button to display Line Item Pack List Information, which allows you to view line item information stored for trading partner pack lists.
Order	Click this button to display Customer Order Inquiry, which allows you to view orders for a customer.
Credit	Click this button to display Customer Aging and Credit Inquiry, which allows you to view aging and credit information for a customer.
Product/Order	Click this button to display Product / Style Order Inquiry, which allows you to view orders for a product and/or style.
Customer Prepayment Inquiry	Click this button to display Customer Prepayment Inquiry, which allows you to view prepayment information for the order.
Group Order Detail	Click this button to display Open Order Inquiry, which allows you to view sales order information for a selected group order. This button is only available for quotes and group orders, and is only available if the Main tab is displayed.
Staged Order Inquiry	Click this button to display Staged Order Inquiry, which allows you to view the status of staged order picking for the selected order. For more information on staged orders, see Staged Picking Process Flow. This button is only available if the Main tab is displayed.
Shipper Select	This button is not used in this window.
Order and BOL Inquiry	Click this button to display Order and Bill of Lading Inquiry, which allows you to view the related information on the BOL and EDI for the order or the customer purchase order. This button is only available if the Main tab is displayed.
Factor Detail	Click this button to display Factor Detail, which allows you to review factor order approval export/import information for the selected order. This button is only available if the Main tab is displayed, and an order that uses finance-type payment terms is selected.
Contacts	Click this button to display Contact Maintenance, which allows you to view information for the order's customer, customer shipping, or customer billing contacts. This button is only available if you click the Main, Ship To, or Bill To tab. The icon for this button includes a check mark if contacts exist for the selected customer, ship-to address, or bill-to address.
Customer	Click this button to display Customer Maintenance, which allows you to view and update customer information. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.
Customer Relationships	Click this button to display Customer Relationship Information, which allows you to view CRM tasks for the customer of the order. This button is only available if the Main tab is displayed.
Price Books	Click this button to display Price Books for Order, which allows you to view price books for the order.
Notes	Click this button to display Notes Entry, which allows you to view notes for a selected line item (on the Items tab) or the entire order.
Product	Click this button to display Product Maintenance, which allows you to view and edit information for the product of the selected line item. This button is only available if the Items tab is displayed. Note If you are not authorized to use Product Maintenance, the Product Inquiry window appears instead, and allows you to view product information.
Remarks	Click this button to display Remark Entry, which allows you to view remarks for a selected line item (on the Items tab) or the entire order.
Import Warnings	Click this button to display Order Import Warning/Error, which allows you to view order import warnings for the selected order. The icon for this button includes a check mark if warnings exist. This button is only available if you click the Items or EDI tab.
Contact Send History	Click this button to display Sent Documents History, which allows you to view documents sent to contacts for the order.
Attachments	If the Main tab is displayed, click this button to display Attachment Entry, which allows you to view attachments for the order. If the BOL tab is displayed, click this button to display Attachment Entry, which allows you to view attachments for a selected bill of lading, such as a scanned image of the signed bill of lading. This button is only available if the Main or BOL tab is displayed.
Customer Service	Click this button to display User Extended Options, which allows you to set up order entry options for your user ID.
View Carton	Click this button to display Carton Preview, which allows you to view carton details for the order. This button is only applicable if you have fixed cartons defined. When you click this button the software cartonizes all the unpicked items on the order to provide you with an estimate of the number of cartons that will be used to fill the order. Note It is only an estimate because it uses the order unit of measure, not the pick unit of measure (since the pick unit of measure has not been entered yet) and also, it packages items in line number order, which may be significantly different than the pick order when the pick demand is generated and printed. This button is only available for sales, transfer, and customer consignment orders, and only available if you click the Items tab.
Config. Kits	Click this button to display Configuration Kit Group Selection, which allows you to view the components of a selected configuration kit. The icon for this button displays a check box if a configuration kit is selected. This button is only available if you click the Items tab and a work order has not yet been created for a configuration kit.
Additional Charges	Click this button to display Additional Charge Entry for the selected line item. This button is only available if you click the Items tab.
Disposition Code	Click this button to display Disposition Code, which displays the quantity returned for a return order, and the return code that was used. This button is only available if you click the Items tab.
Configuration Work Order	Click this button to display Configuration Kit Group Selection, which allows you to view the products for a selected configuration kit line item for which a work order was previously created. For more information on configuration kits, see Configuration Kit FAQ. This button is only available if you click the Items tab.
Line Item User Defined Fields	Click this button to display Line Item User Defined Fields, which allows you to view data for user-defined fields associated with the selected line item. This button is only available if you click the Items tab.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view inventory information for the selected product. This button is only available if you click the Items tab.
Release Inquiry	Click this button to display Blanket Purchase Order Inquiry, which allows you to view information about blanket purchase orders. This button is only available if you click the Items tab.
Auto Release	Click this button to display Automatic Release Creation, which allows you to automatically create a blanket purchase order release for a direct ship sales order. This button is only available if you click the Items tab.
Release	Click this button to display Blanket Purchase Order Release Entry, which allows you to create a release for a blanket purchase order. This is only applicable for line items that are not flagged as direct ship line items. For more information, see Blanket Purchase Order Process Flow. This button is only available if you click the Items tab.
Shipping Options	Click this button to display Shipping Options, which allows you to view shipping additional services for the order. This button is only available if you click the Ship To tab.
Copy from Bill To	This button is disabled in this window, and only available if you click the Ship To tab.
Validate Address	This button is disabled in this window, and only available if you click the Ship To tab.
Address Validation Detail	Click this button to display Address Validation Detail, which allows you to view address validation interface audit records. This button is only available if you click the Ship To tab, and is only used when using SmartyStreets address validation.
Credit Card Transaction Inquiry	Click this button to display Credit Card Transaction Inquiry, which allows you to view credit card transactions for the selected order. This button is only available when the order uses the credit card interface terms type.
Show Data	Click this button to refresh data for the selected order.
Calculate Sales Tax	This button is disabled in this window, and only available if you click the Ship To tab.
Tax Interface Detail	Click this button to open Tax Interface Detail, which allows you to view the tax interface details for the selected order. This button is only available if you click the Ship to tab. For more information, see AvaTax Interface FAQ.

Main Tab Fields and Buttons

Field or Button	Description
Order Number	Enter the order number of an order you want to view, or click the Lookup button to select an order number. If you are creating a new order, this number is assigned automatically, and contains the sales location prefix. To select an existing order quickly, you can type the prefix, followed by a period, then the number. Example To access order number CH000000056, type ch.56. The order information appears when you press the Tab key.
Transfer	Click this button to select a transfer order.
Ship To	This button is disabled in this window.
Order Priority	This field displays the order priority. The priority is one component of determining the automated sequence of releasing backorders. For more information, see Backorder Release Priority.
Currency	This field displays the currency for the order. The currency defaults from the currency entered for the customer in the Default Currency field on the A/R tab in Customer Maintenance.
Customer Code	This field displays the customer code for the order. For information on setting up customer codes, see Customer Maintenance.
Transfer to Prefix	This field displays the location prefix of the location to which products are being transferred for the order. This field is only available for transfer orders.
EDI Review	This field indicates if a selected EDI order is waiting for EDI review. This field is only available for EDI orders.
Order Class	This field displays the order class of the order. A default order class can be assigned by user or by customer. For more information, see Order Class Default FAQ.
Customer Name	This field displays the customer name for the order. For information on setting up customer names, see Customer Maintenance.
Transfer To	This field displays the location name of the location to which products are being transferred for the order. This field is only available for transfer orders.
Order Date	This field displays the date the order was placed. During new order creation, this defaults to the current calendar date.
Customer PO	This field displays the customer’s purchase order number for the order (if it was provided by the customer). Note To require this field for a particular customer, select the Require PO Number check box for the customer on the Options tab in Customer Maintenance.
Shipper ID	This field displays the shipper (freight carrier) for the order. For information on setting up shippers, see Shipper Maintenance. The shipper defaults from the shipper entered for the customer in the Default Shipper field on the Sales tab in Customer Maintenance.
Order Placer	This field displays the person that placed the order. This can be a manually entered name or a contact entered for the customer on the Contacts tab in Customer Maintenance.
Shipping Method	This field displays Air or Ground as the shipping method. You can set up separate shipping rules for customers based on the shipping method. For more information on setting up customer shipping rules, see Customer Shipping Rule Maintenance.
Order Placer Phone	This field displays the phone number of the order placer. This defaults from contact information if the order placer was a contact set up for the customer.
Freight Cap %	This field displays the freight cap percentage for the sales order. If the calculated freight for a sales order exceeds this percentage of the order or shipment total, the freight is set equal to the calculated amount for this percentage. Example 10 is entered in this field for a sales order for $100. The freight is calculated for the order as $12. However, this is greater than 10 percent of $100 ($10), so the freight for the order is limited to $10.
Required Date	This field displays the date by which the customer wants the order shipped. The required date controls when the line items on the order are allocated, any date-effective pricing (if Required Date is selected in the Pricing Option field in Order Class Maintenance), and credit checking (based on the number of days entered in the Future Credit Check Days field on the Credit Options tab in Customer Credit Rule Maintenance).
Required Date Days	This field displays the number of days that are automatically added to or subtracted from the required date for the customer's orders.
Sales Representative 1	This field displays the primary sales representative for the order. This defaults from the sales representative entered for the customer in the Sales Rep 1 field on the Sales tab of Customer Maintenance.
Cancel after Date	This field displays the earliest cancel-after date of the line items on the order. If none of the line items have cancel-after dates, this field remains blank. For more information, see Cancelling Backorders FAQ.
Sales Representative 2	This field displays the secondary sales representative for the order. This defaults from the sales representative entered for the customer in the Sales Rep 2 field on the Sales tab in Customer Maintenance.
Sales Contract Code	This field displays the sales contract code associated with the order. Sales contracts are defined and maintained in Sales Contract Maintenance. This field is only available for sales orders.
Sale Type	This field displays the sale type for the order (sometimes used for analytical reporting purposes). For information on setting up sales types, see Sales Type Maintenance.
Terms	This field displays the payment terms for the order. This defaults to the standard payment terms for the selected customer set up for the customer's credit rules. The payment terms can be used to automatically calculate customer discounts. For more information, see Automatically Calculating Customer Discounts.
Price Book	This field displays the price book for the order or Multiple if there are multiple price books for the order. This field is only available for Sales, Quote or Customer Consignment type orders. If there are multiple price books, click the Price Books button in the ribbon to view the price books.
Project #	This field displays the general ledger project number for the order. This may be required if you have selected general ledger accounts that require a project number. Projects are defined in Project Maintenance.
Associated Invoice	This field displays the associated invoice for a return order. This field is only available for Return type orders. This provides a link to the original invoice. For more information, see Return Orders FAQ.
RA #	This field displays the return authorization number (if it is different from the return order number). This field is only available for Return type orders. For more information, see Return Orders FAQ.
Quote Expiration Date	This field displays the date that the quote will expire. This field is only available for Quote type orders. For more information, see Quote Orders FAQ.
Quote Order Number	This field displays the quote order number if the order was copied from a Quote type order. This field is only available for orders copied from Quote type orders.
Billing Customer Code	This field displays the billing customer code if the order is a drop-ship commission order. This is typically a customer set up for the supplier of the products for the order. This field is only available if the order class for the order is marked as being used for drop-ship commission orders. For more information, see Drop-Ship Commission Orders FAQ.
Commission Override Rate	This field displays the commission override rate for the order if the order uses an override commission rate. An override rate entered in this field is copied to the individual lines on the order if the override is applicable. This field is only available if the Allow user to override sales commission rate check box is selected for your user ID in User Extended Options. For more information on setting up commission overrides, see Commission Override Maintenance.
Use Override Commission Rate	This check box is selected if the order uses a commission override rate. This check box is only available if the Allow user to override sales commission rate check box is selected for your user ID in User Extended Options.. For more information on setting up commission overrides, see Commission Override Maintenance.
Customer Ref#	This field displays the reference number that the customer uses to identify this return. This field is only available for Return type orders. For more information, see Return Orders FAQ. Example The customer is a mass merchant. They use this reference number on the return package and the payment remittance, which lists all chargebacks.
Billing Customer Name	This field displays the billing customer name if the order is a drop-ship commission order. This is typically a customer set up for the supplier of the products for the order. This field is only available if the order class for the order is marked as being used for drop-ship commission orders. For more information, see Drop-Ship Commission Orders FAQ.
Pick Group	This field displays the product pick group for the order. For information on setting up product pick groups, see Product Pick Group Maintenance. You can only enter a pick group for new orders that have no lines. If you enter a pick group, only products in the pick group can be entered for an order.
Order Created By	This field displays the user ID of the user who created the order.
Shipping Location	These fields display the shipping location prefix and name for the physical location from where the products on the order will ship. For information on locations, see Sales Location / Shipping Location. Note If the Allow Multiple Location Ship from check box is selected in Customer Service Control Maintenance, a different shipping location may be selected for each order line item.
Replacement Sales Order #	This field displays the replacement sales order number associated with a return order for which a replacement sales order was created. This field is only available for return orders for order classes that are set up to allow generation of replacement sales orders.
Sales Location	These fields display the sales location prefix and name. The sales location is used for sales analysis and pricing.
Approval Code	This field displays the approval code for the financing institution for an order that uses finance terms. This field is only available if the selected order was released from finance terms hold in Credit Task Management using an approval code.
Order Status	This field displays the status of the order with regard to the order process flow. For more information, see Order Status FAQ.
Ship Complete	This check box is selected if the order must be shipped complete (no backorders). If any products on an order have not been allocated due to backorders or future allocations, the order is not shipped until all products are allocated and ready to be shipped.
Ship Backorder Complete	This check box is selected if backordered products on the order must be shipped all at the same time after inventory is adjusted for the first pick demand for the order. Example An order includes line items for three products, product A, B, and C. You select this check box, and product B and C are backordered. You ship and adjust inventory for product A. Product B and C cannot be picked and shipped until inventory is available for both products. If product B or C became available before inventory for product A was adjusted, the products could have been partially or fully shipped.
Do Not Send EDI	This check box is selected to indicate not to process a credit memo via EDI 810 processing for a return order.
Freight Free	This check box is selected to indicate to override any freight charges normally associated with the customer for this order only. For more information, see Freight Free or Partial Freight Free Orders. Note If you do not want to directly bill for freight charges on an order, this check box should be selected.
Ship Available at Cancel	This check box is selected to indicate to ship available products and cancel order lines for unavailable products if any line item on an order is past its cancel-after date. If this check box is selected, pick demands can be created for any available and allocated quantity on the order, even if the order is marked to be shipped complete. The remainder of the order (the unallocated quantities) is then cancelled.
Future Credit Check	This check box is selected if the order has not yet been credit checked because the required date is in the future and beyond the number of days entered in the Future Credit Check Days field on the Credit Options tab in Customer Credit Rule Maintenance.
Generate Replacement Sales Order	This check box is selected to indicate a replacement sales order can be created for the displayed return order. This check box is only available for return orders for order classes that are set up to allow generation of replacement sales orders.
Invoice Status	This field displays the status of the invoice created from the order. This field may display the following: Confirmed - The pick demands for the order are confirmed, but the invoice has not yet been created and inventory has not been adjusted. Ready to Invoice - Inventory has been adjusted for the pick demands, and the order is ready to be invoiced. For a return order, the return order credit memo has been authorized. Invoiced - The order was invoiced for products that were confirmed as shipped. Bad Accounts - There are certain accounts/masks that are either not valid or not defined for the order. You must use Pick Demand Account Resolution Update to correct/update any incorrect general ledger account masks before you can continue to invoice an order. Bad Project# - There is a project number that is not valid or not defined for the order. You can use Pick Demand Account Resolution Update to change the project number associated with the order. Ready to Review - The return order receipt was confirmed for a return order. Prepped - The transfer order was prepped. This status is only available for a transfer order.
Placed on Hold/Voided on	This field is only available after an order is placed on hold or voided. It displays the date the order was placed on hold or voided. For more information about on hold orders, see Orders On Hold.
Reason	Click this button to display On Hold Reason or Voiding Reason for on hold or voided orders. These windows allow you to view the reason an order is placed on hold or voided.
Freight Collection	This field displays the freight collection terms on the order. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance. These terms print on the pick demand (based on the first order on a pick demand if you are using pick demand consolidation).
VAT Taxable	This check box is selected if VAT is assessed for the order. This check box is not available for transfer orders, or if the country to which the order is shipping is does not use VAT. Note This check box is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT Exempt Reason Code	This field displays the VAT exempt reason code to explain why the order is exempt from VAT. This field is only used if the order is not VAT taxable, but is being shipped to a VAT-taxable country. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only available if the country to which the order is shipping uses VAT. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT ID	This field displays your company's VAT ID for the shipping location of the order. This field is only available if the country to which the order is shipping uses VAT. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Consignment Loc	This field displays the consignment location prefix. This field is only available if you enter a customer consignment type order class.
Transmitted to Factor	The selected radio button indicates whether the order information has been transmitted to the factor. These radio buttons are only available if a finance terms payment terms code is entered in the Terms field. For information on exporting order information to a factor, see Factor Order Approval Export.

Items Tab Fields and Buttons

Field or Button	Description
Items	This grid displays information for line items on the order. For more information on this grid, see Order Entry Items Grid Columns.
Cube	This field displays the cubic volume in the default unit of measure for the shipping location.
Items Total	This field displays the total amount of the lines on the order.
VAT (Line Items)	This field displays the total VAT amount for line items. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Items Grand Total	This field displays the total amount of the line items, including any VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Estimated Margin	This field displays the estimated margin for all line items on the order. This is calculated using the following formula: (unit price + price adjustment - special cost) * quantity ordered NOTE This field is only available if you are allowed to view costs.
Units	This field displays the total quantity (regardless of unit of measure).
Sales Tax	This field displays the total sales tax, if any, on the order.
Estimated Margin %	This field displays the estimated margin percentage for all line items on the order. This is calculated using the following formula: calculated margin / ((unit price + price adjustment) * quantity ordered) NOTE This field is only available if you are allowed to view costs.
Weight	This field displays the total weight of products on the order.
Order Charges	This field displays the total amount of additional charges.
VAT (Order Charges)	This field displays the total VAT amount of order-level additional charges for the order. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Order Charges Total	This field displays the total amount of order-level additional charges for the order, including VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Cost Charge	This field displays the total amount of all additional cost charges.
Order Total	This field displays the sum of the values in the Items Total, Sales Tax, and Order Charges fields.
VAT (Total)	This field displays the total VAT amount for the order and line items. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Order Grand Total	This field displays the total amount of all lines, additional charges, and tax, and is equal to the sum of the Items Grand Total, Order Charges Total, and Sales Tax fields. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.

Ship To Tab Fields and Buttons

Field or Button	Description
DC ID	This field displays the distribution center ID for the order. For information on setting up distribution center ID's, see EDI Distribution Center Maintenance.
Validation Status	This field is only used when using SmartyStreets address validation. This field displays the status of address verification for the ship-to address as follows: Success – A valid address that passed the validation Failed – An invalid address that failed the validation. Known Address – A pre-defined customer ship to address. When the order ship-to address matches with the ship-to address in Customer Maintenance, the system displays this status, and the address will not be validated automatically. Skip Validation - A status displayed when the system skips validation because the order is not an EDI fulfillment order or the Validate Fulfillment Ship-to Address option is cleared in Purchase Order Options.
Name	This field displays the ship-to address name for the order.
S	This button is disabled in this window.
Address 1	This field displays the first line of the ship-to address for the order.
Address 2	This field displays the second line of the ship-to address for the order.
Address 3	This field displays the third line of the ship-to address for the order.
City	This field displays the city of the ship-to address for the order.
State/Province	This field displays the state or province of the ship-to address for the order.
Postal Code	This field displays the postal code of the ship-to address for the order.
Country	This field displays the country of the ship-to address for the order.
County	This field displays the county for the ship-to address for the order.
Contact	This field displays the contact name of the ship-to address for the order.
Phone	This field displays the phone number of the ship-to address for the order.
Save New Address	This check box is not used in this window.
Fax	This field displays the fax number of the ship-to address for the order.
Make Primary Address	This check box is not used in this window.
Email	This field displays the email address of the ship-to address for the order.
Shipping Account ID	This field displays the shipping account ID of the ship-to address for the order.
Store ID	This field displays the store ID of the ship-to address for the order.
EDI Address	This field displays the EDI address of the ship-to address for the order.
Excise ID	This field displays the excise tax ID for the ship-to address if the address is a tax warehouse. This defaults from the customer's ship-to address or the EDI distribution center.
Customer VAT ID	This field displays the VAT ID for the ship-to address for the order.
VAT Group	These fields display the VAT group code and name for the ship-to address (if applicable). Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Clear	This button is disabled in this window.
Undo	This button is disabled in this window.
Tax Exempt	This check box is selected if the customer for the order is exempt from paying taxes. If this check box is selected, invoices generated against this order will not include sales tax.
Question Status	This check box is selected if a user questioned the tax exempt status of the customer for the order.
State Tax Exempt #	This field displays the state tax exemption number of the customer for the order.
Entity Use Code	This field displays the entity use code that indicates the type of tax exemption when AvaTax interface is used and if the Tax Exempt check box is selected.
Tax Jurisdiction	This field displays the sales tax jurisdiction of the customer for the order. If the Tax Exempt check box is selected, this jurisdiction is overridden and tax is not allocated on the order. For information on setting up sales tax jurisdictions, see Sales Tax Jurisdiction Maintenance. NOTE When the system uses AvaTax interface, the value for this field is automatically set to None.
Tax from Location	This check box is selected to indicate you want to apply any applicable sales taxes for this customer based on the shipping location’s tax jurisdiction. This check box is only enabled when the internal tax functionality is used.
Fleet Delivery	This check box is selected if the customer has a route and stop record defined. This implies that this customer's shipments will be made by your company's own delivery trucks. At least one route/stop record should be present for a customer ship-to address where fleet delivery is enabled.
Route/Stop	This field displays the route and stop for the order.
Route	This button is disabled in this window.
FOB	This field displays the FOB code for the order.
FOB Name	This field displays the FOB name for the order.

Bill To Tab Fields and Buttons

Field or Button	Description
Name	This field displays the bill-to address name for the order.
Address 1	This field displays the first line of the bill-to address for the order.
Address 2	This field displays the second line of the bill-to address for the order.
Address 3	This field displays the third line of the bill-to address for the order.
City	This field displays the city of the bill-to address for the order.
State/Province	This field displays the state or province of the bill-to address for the order.
Postal Code	This field displays the postal code of the bill-to address for the order.
Country	This field displays the country of the bill-to address for the order.
County	This field displays the county for the bill-to address for the order.
Contact	This field displays the contact name of the bill-to address for the order.
Phone	This field displays the phone number of the bill-to address for the order.
Fax	This field displays the fax number of the bill-to address for the order.
Email	This field displays the email address of the bill-to address for the order.
Billing Customer Code	This field displays the billing customer code for the order.
Name (Billing Customer)	This field displays the billing customer name for the order.
EDI Address	This field displays the EDI address of the bill-to address for the order.
Importer of Record Number	This field displays the C-TPAT importer of record number of the bill-to address for the order.
Clear	This button is disabled in this window.
Undo	This button is disabled in this window.
Use Credit Card	This check box is selected if the order requires the use of credit card authorization rules. For more information, see Credit Card Number Entry. This check box is only available when the order uses the credit card interface terms type.
Manual	This check box is selected if the credit card has been manually authorized. This check box is only available when the order uses the credit card interface terms type.
Type	This field displays the credit card type for the credit card number entered in the Number field. This field is only available when the order uses the credit card interface terms type.
Number	This field displays the last four digits of the credit card number for the order. This field is only available when the order uses the credit card interface terms type.
Expiration	This field displays the expiration date for the credit card number entered in the Number field. This field is only available when the order uses the credit card interface terms type.
Name (Credit Card Information)	This field displays the name on the credit card for the credit card number entered in the Number field.This field is only available when the order uses the credit card interface terms type.
Authorization	This field displays the credit card authorization number if the customer's credit card has been authorized for the order. This field is only available when the order uses the credit card interface terms type.
New Card	This button is disabled in this window. This button is only available when the order uses the credit card interface terms type.
Edit Card	This button is disabled in this window. This button is only available when the order uses the credit card interface terms type.
Manual Authorize	This button is disabled in this window. This button is only available when the order uses the credit card interface terms type.

Additional Charges Tab Fields and Buttons

Field or Button	Description
Type	This field is disabled in this window.
Freight	This button is disabled in this window.
Effect on Order	These radio buttons are disabled in this window.
Amount/Percentage (radio buttons)	These radio buttons are disabled in this window.
Comment	This field is disabled in this window.
Amount/Percentage	This field is disabled in this window.
Enter	This button is disabled in this window.
Add	This button is disabled in this window.
Clear	This button is disabled in this window.
VAT Taxable	This check box is disabled in this window. This check box is only available if the order is marked as VAT taxable or VAT exempt. Note This check box is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT Class Code	Enter the VAT class code for the additional charge, or click the Lookup button to select a VAT class code. This defaults to the VAT class set up for the additional charge. This field is only enabled if the VAT Taxable check box is selected.
VAT Amount	This field is disabled in this window. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Delete	This button is disabled in this window.
Undo	This button is disabled in this window.
VAT Exempt Reason Code	This field is disabled in this window. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT-Inclusive Amount	This field is disabled in this window. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Additional Charges	This grid displays all additional charges entered for an order. The Type column identifies the charge and the Sign column defines an addition to or subtraction from the order total. The % column displays NO if the charge is an amount charge, or YES for a percentage charge. If YES, the percentage column displays a percentage value; otherwise it displays 0.0000. The Tax column is the total tax allocated to the additional charge.
Items Total	This field displays the total amount of all line items for the order, including additional charges for the line items.
VAT (Line Items)	This field displays the total VAT amount for line items. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Items Grand Total	This field displays the total amount of the line items, including any VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Sales Tax	This field display the total sales tax for the order including sales tax for both line item and order additional charges.
Order Charges	This field displays the total amount of all additional charges for the order. Note Additional charges for line items are included in the value in the Lines Total field.
VAT (Order Charges)	This field displays the total amount of VAT for order-level additional charges. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Order Charges Total	This field displays the total amount of order-level additional charges for the order, including VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Cost Charge	This field displays the total amount of all additional cost charges.
Order Total	This field displays the sum of the values in the Items Total, Sales Tax, and Order Charges fields.
VAT (Total)	This field displays the total VAT amount for the order and line items. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Order Grand Total	This field displays the total amount of all lines, additional charges, and tax, and is equal to the sum of the Items Grand Total, Order Charges Total, and Sales Tax fields. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.

Relationships Tab Fields and Buttons

Field or Button	Description
Pick Demands	This grid displays all necessary information about pick demands for the selected order. NOTE The check box is selected in the Warehouse Confirm column for pick demands only if the Fully Confirmed check box is selected when the pick demands are confirmed. The Warehouse Confirmed by column displays the user ID of the user who selected the Fully Confirmed check box. Double-click a pick demand to display Pick Confirm Inquiry, which allows you to view detailed information for the pick demand.
Invoices	This grid displays all necessary information about invoices for the selected order. Double-click an invoice to display Invoice Entry, which allows you to view and update invoice information. Note If you are not authorized to use Invoice Entry, Invoice Inquiry appears instead, and allows you to view detailed information for the invoice. This grid is not available for transfer orders.
POs	This grid displays purchase orders for a selected transfer order. This grid is only available if a transfer order is selected. Double-click a purchase order to display Purchase Order Maintenance, which allows you to view and update the purchase order. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view information for the purchase order.

BOL Tab Fields and Buttons

Field or Button	Description
Pick Demands	This grid displays all necessary information regarding pick demands and related bills of lading for the selected order.
Planned BOL's	This grid displays all necessary information regarding planned bills of lading for the selected order.
Total Cube (Planned Bills of Lading)	This field displays the total volume for the planned bills of lading for the selected order.
Total Units (Planned Bills of Lading)	This field displays the total number of units for the planned bills of lading for the selected order.
Total Weight (Planned Bills of Lading)	This field displays the total weight for the planned bills of lading for the selected order.
Packed BOL #'s	This grid displays all necessary information regarding packed bills of lading for the selected order. Double-click a bill of lading to display Bill of Lading Print, which allows you to print and process the bill of lading.
Total Cube (Packed Bills of Lading)	This field displays the total volume packed for bills of lading for the selected order.
Total Units (Packed Bills of Lading)	This field displays the total number of units packed for bills of lading for the selected order.
Total Weight (Packed Bills of Lading)	This field displays the total weight packed for bills of lading for the selected order.

EDI Tab Fields and Buttons

Field or Button	Description
EDI Partner	This field displays the EDI trading partner information for the customer.
EDI Release Date	This field displays the date the order was released from EDI hold.
Department Number	This field displays the department number. Sometimes, especially with EDI orders from mass merchants, a department number is required for an order.
EDI Release Time	This field displays the time the order was released from EDI hold.
Internal Vendor Number	This field displays the internal vendor number for the order. This value is typically passed from the inbound EDI data to outbound forms. Some vendors prefer to see this information when the document is sent back (via 856 and 810).
EDI Release User	This field displays the user that released the order from EDI hold.
Alternate PO	This field displays an alternate purchase order number for the order. You can use this number to consolidate invoices for multiple sales orders.
943 Count	This field displays the EDI 943 export count for the order.
Automatically Generate EDI Order Status	This check box is selected if an EDI order status file is automatically sent when the order is updated based on the trading partner order status form settings in Form Options.
First 943 by	This field displays the user that imported the first EDI 943 for the order.
Last 943 by	This field displays the user that imported the last EDI 943 for the order.
EDI Order Date	This field displays the date of the EDI order.
First 943 Date	This field displays the first date an EDI 943 was exported for the order.
Last 943 Date	This field displays the last date an EDI 943 was exported for the order.
EDI Order Time	This field displays the time of the EDI order.
First 943 Time	This field displays the first time an EDI 943 was exported for the order.
Last 943 Time	This field displays the last time an EDI 943 was exported for the order.
Planned BOL's	This grid displays all necessary information regarding planned bills of lading for the selected order.
Pick Demands	This grid displays all necessary information regarding pick demands for the selected order.
Packed BOL #'s	This grid displays all necessary information regarding packed bills of lading for the selected order.
A/R Invoices	This grid displays all necessary information regarding invoices for the selected order.

Other Information Tab Fields and Buttons

Field or Button	Description
User-Defined Date 1-10	These fields may display additional dates associated with the order. The label for each of these fields is set up on the User Labels tab in Customer Service Control Maintenance.
Earliest Ship Date	This field displays the earliest date that a shipment can be made.
Latest Ship Date	This field displays the latest date that a shipment can be made.
EDI Spare 1-5	These fields may display additional EDI data for the order.
Misc Data 1-2	These fields may display miscellaneous data for the order.
Order User Defined 1-20	These fields display the appropriate information for the order user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.