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...

You can use the following screens and features to look up posted documents:

  • Transaction entry screens. On transaction entry screens such as Order Entry, Shipment Entry, and Invoice Entry, you can open and review posted documents.
  • Buttons. On many screens, you can click Drilldown Drilldown button or Details buttons to open source documents in transaction entry or inquiry screens.
  • Statistics and Inquiry screens. Use these screens to look up current orders, pending shipments, sales history, sales statistics, or salesperson information. For more information, see Statistics and Inquiries Screens.

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, enter the document number or use the Finder Finder button to search for documents.

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

    • Use the Finder Finder button to search for orders, shipments, or invoices.
    • After selecting a source document in a field, click the Drilldown Drilldown button, Zoom Zoom button , or Inquiry Inquiry button button beside the field to open the source document in other transaction entry and inquiry screens.
    • In some table columns, you can double-click a detail line or click the Drilldown Drilldown button button in the column header to open source documents.
    • 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. Enter 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 Go Go button 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 statuses to include. For more information about using this screen, see O/E Pending Shipments Inquiry Screen .

  3. Click the Go Go button 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 Go Go button 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.