Help on Part Sale Order

Help on order

This page enables you to search and select a Part Sale order document. You can carry out the search using the Order #, Pre-Quotation # referenced, Category, User Status, Priority, Created by user, Order Status, Customer #/ Name, Part attributes, from and to reference dates, Orders pending Shipment/Invoice, Customer Service Representative and Price validity.

The system retrieves all the order numbers based on the search criteria entered. On click of OK, the selected order number is transferred to the required page.

Click the lens icon positioned next to the “Order #” field in the “Manage Part Sale Order” activity of “Part Sale Order” business component in the “Part Sale Management” business process.

The “Help on Part Sale Order” page appears.

Enter the following fields in the “Search Criteria” group box, to search for an Order number:

The system displays the following fields:

Order #	The number identifying the Part Sale Order that you wish to retrieve. You can enter the order number in full or specify it partially using the “*” character. The system retrieves all the order numbers that are similar to the number entered here.
Search On	Use the drop down list box to select one of the following based on which you wish to retrieve the order number. Pre-Quotation # - Select this option if you wish to retrieve order number based on the pre-quote number · referring which the Order was created. Enter the value in the input field adjacent to the second drop-down list box. Category - Select this option if you wish to retrieve order number based on the category to which it belongs · Select the Category of the order from the drop-down list box provided alongside. User Status - Select this option if you wish to retrieve order number based on the user status provided in the Sale Order. Select the User Status of the order from the drop-down list box provided alongside. Priority – Select this option if you wish to retrieve order number based on the Order Priority. Select the Priority of the order from the drop-down list box provided alongside. Created By – Select this option if you wish to retrieve order number based on the user who created the Order. Enter the value in the input field adjacent to the second drop-down list box. The system displays the “Pre- Quotation #” by default.
Order Status	Use the drop-down list box to specify the status of the order that you wish to retrieve in the multiline. The system retrieves all the order number with status similar to the order status selected here. The system lists the following options: Draft - Indicates that all the details have not yet been completely entered. Fresh - Indicates the sale order is ready for confirmation with all the required details entered. Approved - Indicates that the order has been approved by the customer. Returned - Indicates that the order has been returned internally. Short Closed – Indicates that the order has been short closed after approval Confirmed - Indicates that the order document is confirmed and is pending for approval. Revised – Indicates that the order has been revised Under Processing – Indicates that the document approval is in under processing. Released for Shipping – Indicates that Parts are released for Shipping against the Order Closed - Indicates that the Invoice has been authorized for all the Parts in the Sale Order document
Customer #/ Name	The identification number / name of the customer associated with the order.
Part Info	Use the drop-down list box to select one of the following attributes of the Part involved in the Sale Order. Part # - The number identifying the part associated with the order. Part Description – A brief description of the part. Mfr. Part # - The number assigned to the part, by the manufacturer of the part. Mfr. # - The code identifying the manufacturer of the part The system displays the “Part #” by default.
	In the editable box alongside, enter the number corresponding to the attribute selected. The system retrieves all the order numbers with part information similar to the value specified here.
Ref. Date	Use the drop down list box to select the reference date based on which you wish to retrieve the order number. Order Date – Indicates the date on which the order was created. Due Date – Indicates the date on which the order is due for shipment. The system displays the Order Date by default.
Date From/To	The starting date in the range of order dates, from which you wish to retrieve orders in the multiline. Ensure this date is lesser than or equal to the system date. The system leaves this field blank, by default. By default the system displays a date which is one month earlier than the “Date To”.
	The ending date in the range of order dates up to which the orders must be retrieved in the multiline. Ensure that this date is lesser than or equal to the system date. The system retrieves all the order numbers that have dates falling within the date range mentioned. By default the system displays the current date.
Action Based	Use the drop down list box to select the action based on which you wish to retrieve order number in the multiline. You can select from the options: Pending Shipment – Select this option if you wish to retrieve orders with pending shipment. Pending Invoice - Select this option if you wish to retrieve orders with pending invoice.
Cust. Service Rep.	The person to contact on behalf of the organization.
Price Validity	Use the drop down list box to select the validity of the quotation based on which you wish to retrieve order details in the multiline. Valid - Select this option if you wish to retrieve sale orders with valid price quotation. Expired - Select this option if you wish to retrieve sale orders with price quotation that is not valid, so that the Sale Order can be revised.

Click the “Search” pushbutton, to retrieve the search results.

The system displays the following in the “Search Results” multiline, based on the search criteria entered.

Order #	The number identifying the sale order.
Order Date	The date on which the order was created.
Customer #/Name	The identification number / name of the customer associated with the Part Sale Order.
Customer PO #	The number identifying the customer purchase order corresponding to the Part Sale Order.
Quotation #	The number identifying the quotation referring which the sale order was created.
Order Status	The status of the Part Sale Order displayed.
Order Qty	The Qty of the Parts ordered in the Part Sale Order.
Shipped Qty	The Qty of the Parts shipped in the Part Sale Order.
Invoice Qty	The Qty of the Parts invoiced in the Part Sale Order.

Note: If there are more than one Part available in the Sale Order, then there shall be that many rows displayed for that Sale Order document in the multiline, so that the Part level Order/Shipped/Invoice Qty shall be displayed

Check the box in the “Select” column of the multiline to select an Order #.
Click the “OK” pushbutton to select the Part Sale Order.