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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
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.