New features added, version 7.5.4, 8.4, 8.5.2
Program OEDI, Sales Order Detail Inquiry, is used to display details of sales orders. This includes order tracking, comments, line item details, shipping and sales information, and order summary information.
Sales orders displayed in this program can be copied from to create other sales orders. See Copying Sales Orders
The order in which sales orders will be listed in this program is determined by the OE_DEFAULT_SORT parameter in program MURM, Initialization Parameter Maintenance.
Orders are created with program OQEM, Sales Order Quotation Entry/Maintenance, program OEOE, Sales Order Entry/Maintenance, program ARIE, One Step Invoice Entry, and program OEXP, Fast Order Entry. They can be displayed in this program until they have been processed through program OESJ, Sales Order End of Day and Journal.
Comments displayed here are sorted according to the OE_COMMENT_SORT parameter in program MURM, Initialization Parameter Maintenance.
The setting of the COMMENT_LOV_OEDI parameter in program MURM, Initialization Parameter Maintenance, determines whether the boilerplate list of values or a field editor will be displayed when the user double-clicks in the comment text field in this program.
See the Comment Lists of Values in Sales Order Entry section for more information.
1. The program opens in query mode.
2. Enter the desired query information.
3. Press [Execute Query].
4. To view the sales representatives assigned to the sales order, press the [Sales Reps] button in the header.
To view the sales representatives assigned to each sales order line, select the sales order line and press the [Sales Reps] button in the lower block.
To select a sales order line, put your cursor in the Item No field for the desired line.
5. To view the customer ship to, sold to, invoice to, and bill to addresses, press the [Addresses] button.
The send to report class information and customer's toll-free number is also displayed on this page.
If
the OEDI_SENDTO_CHECKBOX parameter in program MURM,
Initialization Parameter Maintenance,
is set to Y for the user, the customer fax and email send to information
can be changed for a sales order here.
This information can also be added to the customer master record from
the sales order, if desired.
For more information, see the Fax
/ Email Override section
of the Sales
Order Entry Features.
The address information in the third address field is the formatted address for mailing and reporting documents. The explicit fields for city, state and zip are there for data integrity and calculation reasons. This program is designed to display all of the data, so while it appears that the data appears twice, the formatted address is not the same as the explicit fields and is stored separately.
6. To view the ship via, freight, 3rd Party Billing flag and number, FOB, terms, hold codes and complaint code for this order, press the [Order Codes] button.
Additional information displayed on this screen includes the catalog ID, L/C number, BOL Number, Required Margin, Margin Pricing flag, Source Document Type, Source Document ID, Price From flag and plant, Parent order for merged orders, Contract number, Unique ID, Allocation Protection, Batch Ship Eval timer, backorder flag, backorder acknowledgement flag, print pick list flag, print pack list flag, print manifest flat, print order acknowledgement flag, ship complete flag, backorder ship complete flag, print invoice flags, do not hold flag, comingle pallets flag, automatic backorder flag and price plant.
7. To view the accounts receivable information for this sales order, press the [A/R] button.
8. To view the order summary information, including Misc. charges, deposits, discounts, payments, freight and handling tax information and the carrier, press the [Summary] button.
To view shipped container information, press the [Container List] button.
To view container contents, press the [Contents] button.
To view the codes returned when a credit card
was authorized, press the [Payflow Pro Response]
button.
9. To view sales order tracking information, press the [Tracking] button.
To view a single tracking code, in the Show Only Track Code pop-list, select the tracking code that you wish to view. The records will be requeried with only the records for that tracking code displayed. To view all tracking codes, select All in the pop-list.
10. To view other details about the sales order header, press the [More Detail] button in the header.
11. To view the pricing information for the selected item, including book, list, quantity, special, and contract prices, press the [Pricing] button.
12. Press the [Ship Details] button to view, for controlled items, the lot and quantity to ship. For non-controlled items, view which location from which the item was shipped.
13. If the line item is a model item or kit item, you can view the component item information by pressing the [Model Details] button.
14. To view reservations for the line item, press the [Reservations] button. This button is displayed both in the lower block and on the [Ship Details] screen.
15. To view the unit of measure conversions, stock and sales, for the selected item, press the [Unit Conv] button.
16. To view more detail about the line items, press the [More Detail] button in the lower block.
17. If the line item is a model item, to view the model configuration tree for the item in program MOCF, Modular Bill Configuration, press the [View Configuration] button.
1. Query the sales order that you want to copy.
2. Press the [Copy Order] button.
3. The program will display the order information for the selected order.
If the order that is displayed is not the order that you want to copy, you can select a different order without returning to the main page.
Press [Enter Query].
Either enter the desired order number or select the desired order number from the List of Values.
Press [Execute Query]. The order will be displayed.
4. See program OECO, Sales Order Copy, for more information.
View the customer ship to, sold to, invoice to, and bill to addresses.
View the accounts receivable information for this sales order.
Press this button to view container contents.
Press this button to view shipped container information.
Press this button to create a new sales order or quotation by copying an existing sales order or quotation. New orders or quotations can be created from sales orders with any status. See program OECO, Sales Order Copy, for more information.
Press this button to view information about the component items of the selected model item.
View other details about the sales order.
View the ship via, freight, FOB, terms, and hold codes for this order. You can also view the acknowledgment, ship complete only, pick print, and pack print flags.
View the pricing information for the selected item, including book, list, quantity, special, and contract prices.
Press this button to view the reservations of lot and serial controlled quantities.
In the upper block, press this button to view sales representatives assigned to the sales order. In the lower block, press this button to assign sales representatives to a line item.
For controlled items, view the lot and quantity to ship. For non-controlled items, view which location from which the item was shipped.
View the order summary information, including extra charges, deposits, discounts, and the carrier.
View order tracking information.
View the unit of measure conversions, stock and sales, for the selected item.
On the Payflow Pro Response screen, press this button to update the credit card information for this customer in program CMCM, Customer Credit Maintenance, with this credit card, AVS Address, and AVS Zip.
User
Ref
View user entered reference data for this quotation or order.
View the codes sent back from Payflow Pro when the credit card was authorized.
View the model configuration tree for the model item in a query-only version of program MOCF, Modular Bill Configuration.