Looking Up Posted Documents

In Order Entry, you can use several inquiry and reporting features to review posted orders, shipments, invoices, credit notes, and debit notes in summary or in detailed form. More...

To look up posted documents on transaction screens:

1. Open Order Entry > O/E Transactions.

2. Select a transaction entry screen, such as Order Entry.
3. If you want to view the document on the transaction entry screen, use the necessary fields to specify the document number.

4. If you want to drill down to a source document, use buttons or read-only fields to find the source transaction. More...

   • After selecting a source document in a field, click the link beside the field to open the source document in other transaction entry and inquiry screens.
   • Depending on the type of document you are viewing, read-only fields display information about related documents. For example, the O/E Order Entry screen displays Last Shipment Number and Last Invoice Number fields for the current order.

To look up current orders by customer using the O/E Current Orders Inquiry screen:

1. Open Order Entry > O/E Statistics and Inquiries > Current Orders Inquiry.
2. Specify the number of the customer whose orders you want to review.
3. Specify order types, date ranges, and order statuses to include. For more information about using this screen, see O/E Current Orders Inquiry Screen.

4. Click the Apply button.

   Orders that match the criteria you specified appear in the table.

5. To view details for an order that appears in the results, select a detail line and click the Details button.

   The order appears in the O/E Order Entry screen.

To look up pending shipments by customer, item, and/or location using the O/E Pending Shipments Inquiry screen:

1. Open Order Entry > O/E Statistics and Inquiries >  Pending Shipments Inquiry.
2. Specify shipment dates, customer numbers, item numbers, and/or locations to include, and specify order types to include. For more information about using this screen, see O/E Pending Shipments Inquiry Screen.

3. Click the Apply button.

   Pending shipments that match the criteria you specified appear in the table.

4. To view details for a document that appears in the results, click Details to open the O/E Pending Shipments Inquiry Details screen. For more information, see O/E Pending Shipments Inquiry Details Screen.

To look up invoices and credit notes by salesperson using the O/E Salesperson Inquiry screen:

1. Open Order Entry > O/E Statistics and Inquiries  > Salesperson Inquiry.
2. Select a salesperson.
3. Specify the customer number, document type, range of years and periods, and (if you use multicurrency accounting) currency to include. For more information about using this screen, see O/E Salesperson Inquiry Screen.

4. Click the Apply button.

   Documents that match the criteria you specified appear in the table.

5. To view or print a document that appears in the results, select the detail line for the document and click the Details button.

Last published: 4/8/2016