SO-I  Customer Service Inquiry

Purpose of Program

This program provides an all purpose inquiry into the order status of a particular customer.  With one set of selection criteria you can check open sales orders, recent shipments, open work orders, and inventory status.

General Program Operation (Evo-ERP)

The Evo-ERP version of this program requires that the JDBC settings have been established at SM-T Enter Java Settings

The main screen starts with  either selecting a customer to further inquire on custoemr related information or to select an item to inquire on Stock Status and other inventory related information.  Each time you select a customer or item, a new tab will open on the top of the screen so you can have multiple customers and items open at the same time and move back and forth between them.

Customer tab - You can find a customer by entering any combination of full or partial values for the fields on the main screen:  Customer Code, Name, Telephone Number, Email address, a PO number or an Invoice number.  Once you have entered the information and click Find Customer, if you have entered enough information to identify a single customer, their information will populate the screen.  If you have multiple customers that satisfy the information specified, you will be presented with a list to choose from.  Once you have selected a customer, you will be able to click on tabs on the bottomm of the screen to look at Orders, Invoices, Payments, Work Orders, or RMA.  On the RMA tab you will also be able to create an RMA so you can provide the customer with an RMA Number.

Stock Check (Item) tab - Clicking a check stock tab will open a list of Item and Description.  You can jump to an item by typing the number or, if you click on the Description column, it will search by description.  Once an item is selected, you will se a window displaying the current stock status and below that, a list of open Sales Orders.  To the right is a list of item links and at the bottom of the page are tabs for open Work Orders, Purchase Orders and Allocations.

General Program Operation (DBA Classic)

Enter the customer code for the customer you wish to inquire on, or select one from a lookup window by pressing the F2 key (or clicking on the Lookup button).

You can further limit the inquiry by entering the customer's purchase order number, a sales order number, invoice number, item number, work order number, or date range.  The date range will exclude all sales order, invoice, and work order dates that fall outside the range.

Once your selection criteria have been entered, you have your choice of 10 inquiries, accessed by buttons on the bottom of the screen.

The Sales Orders button, shows the status of all open sales orders that fall within the selection limits.

The Shipments button, also accessed by pressing F3, shows the status of all shipments that fall within the selection limits.

The Work Orders button, also accessed by pressing F4, shows the status of all open work orders that fall within the selection limits.

The Work Order Labor button, also accessed by pressing F5, shows you the status by labor sequence of a particular work order.  You cannot access this inquiry unless you enter a work order in the Work Order selection field.

The WO Outside Proc button, also accessed by pressing F6, shows the status of outside processing sequences of a particular work order.  You cannot access this inquiry unless you enter a work order in the Work Order selection field.

The Stock Status button, also accessed by pressing F7, shows the On-Hand, On SO/BO, Allocated, On Purchase Order, On Work Order, and Available status for a particular item number.   You cannot access this inquiry unless you enter a item number in the Item number selection field.

The On Sales Order and Backorder button, also accessed by pressing the F8 key, shows all open sales orders for a particular item number.  You cannot access this inquiry unless you enter a item number in the Item number selection field.

The Allocated button, also accessed by pressing the F9 key, shows all open work orders requiring the use of a particular item number.  You cannot access this inquiry unless you enter a item number in the Item number selection field.

The On Purchase Order button, also accessed by pressing the F10 key, shows all open purchase orders for a particular item number.  You cannot access this inquiry unless you enter a item number in the Item number selection field.

The On Work Order button, also accessed by pressing the <Home> key, shows all open work orders for a particular item number.  You cannot access this inquiry unless you enter a item number in the Item number selection field.

The Web button will link you to the customer web site based on eh URL entered in AR-A Enter Customers.

Drilling Down Capability

If you wish to inquire on a particular sales order or work order, but you don't know the specific order number, some of the inquiries have a "drilling down" capability.

If you are in the Sales Orders inquiry and you find the sales order you are looking for, move the cursor to that line and press <Enter>.  When you exit the inquiry, that sales order number has now been inserted in the Sales Order Number selection field.  You can now make further inquiries, which will now be limited to that sales order.

If you are in the Shipments inquiry and you find the sales order you are looking for, move the cursor to that line and press <Enter>.  When you exit the inquiry, that sales order number has now been inserted in the Sales Order Number selection field.  You can now make further inquiries, which will now be limited to that sales order.  If you are in the Work Orders inquiry and you find the work order you are looking for, move the cursor to that line and press <Enter>.  When you exit the inquiry, that work order number has now been inserted in the Work Order selection field.  You can now make further inquiries, which will now be limited to that work order.