Selection Dialog

Use the Selection Dialog to set the display settings.

image\SelectionDlg.gif

  • Use the Finders to view one Location, Customer, Vendor, Fiscal Year, Fiscal Period, Salesperson, or Document Number. You can also select a single Source or Territory, and set a cutoff number of days.

  • If you set a cutoff number of days for quantity available, the Quantity Available tab will display Sales Orders, Purchase Orders, MISys MOs, and MISys POs with a date equal to or earlier than X days after the Sage 300 login date.

    The Qty Avail tab shows forecasts of quantities into the future, use this selection to only show X days into the future. This feature will speed up the Qty Avail tab.

  • To only show active locations, uncheck Show Inactive Locations. To show all locations, check Show Inactive Locations and select All Locations.
  • Click the Reset button to reset all selections to ALL.
  • Click the OK button to return to the inquiry with the current location setting.
  • Click the Cancel button to cancel any changes made to the display settings.
  • Location Notes:
    • The tabs with locations are: Cust.Hist.Det., Cust.Hist.Sum., Location, P/O, Receipt Cost, Reorder Qty, S/O, Sales by Period, Serial No, Trans, UniSerials-On Hand, UniSerials-Trans, Stock Card-Detail, Qty Avail and Location UOM.
    • Show Inactive Locations only affects Location, Qty Avail, and Location UOM.
  • Customer Note:  The tabs with customers are: Cust.Hist.Det., Cust.Hist.Sum., Serial No and Contract Prices.
  • Vendor Note:  The tab with vendors is Vendors.
  • Salesperson Note: The tab with salespersons is Cust.Hist.Det.
  • Fiscal Year Note: The tabs with fiscal years are Cust.Hist.Det., Cust.Hist.Sum., Sales by Period, Trans and Stock Card-Detail.
  • Fiscal Period Note: The tabs with fiscal periods are Cust.Hist.Det., Cust.Hist.Sum., Sales by Period, Trans and Stock Card-Detail.
  • Source Note: The tabs with source are Trans and UniSerials-Trans.
  • Territory Note: The tab with territory is Cust.Hist.Det.
  • Document Number Note: The tabs with document numbers are Cust.Hist.Det., Serial No, Trans and UniSerials-Trans.
  • Qty Avail Note: Only the Qty Avail tab is affected by this selection.