Order Inquiry – Central Help Center

Order Entry Inquiry Navigation

Search Bar: OEIO

Menu: Sales > Inquiry > Order

Bookmark: OEIO – Order Inquiry

*If the Order# or account number is known, enter the order and click <SEARCH>

*If the order number(s) are not known leverage the search criteria

Click <Show More> under Advanced Search to leverage the Search Criteria.

Click <Criteria> dropdown to select the Search Criteria to be used for researching.

Click outside of the Criteria dropdown for the selected criteria to appear

If you have already Saved Searches, click the Saved Searches to select search Criteria previously set up and saved.

Selecting any of the saved searches will automatically restore the criteria and details entered per that particular set up was performed.

Click <Search> to perform a search based on the pre-set criteria.

Adjust (+/-) the limitations with additional details entered on the criteria.

Search Criteria Defined

Customer #: Customer account #. Use when searching for a particular account’s sales and/or quote information. Only 1 account or Blank (for all) can be used in this field.

Ship to: Use when looking for a particular Ship to’s sales and quote information. Usually leveraged with the Customer # already entered. Only 1 or Blank (for all) can be used in this field.

Warehouse: Sales/quote warehouse the order was entered against.

Customer Purchase Order #: The PO# referenced when the order/quote was entered. This is NOT keyword functional. It has to be an exact match. However as long as the first part of the PO matches, you will get results. This field has a LOT of potential, if used properly.

Example: Enter the letter S to get all orders/quotes that reference the letter S as the first character of the PO.

Operational Hold Codes:

Amount Hold: $ - order was approved and then changed so now requires to be reapproved.

CC Authorization: A – waiting for credit card to authorize. This process runs every 15 minutes.

CC Failure: F – credit card declined. Must be untendered and tendered with another form of payment.

Credit Hold: h – Customer is over their credit limit or significantly past due

Margin Hold: M – total order is below 10% margin

Not Approved: n

Customer Return: R

Sales Rep External: Sales rep assigned

Product: If leveraged, can only search for 1 product at a time. Do not enter any data if you do not wish to restrict the search to only one item.

Taken By: user that entered the order

If Date Ranges are used, there must be a From and To Date entered.

Entered From: Beginning Date range of Entry

Entered To: Ending Date range of Entry

Shipped From: Beginning Date range of Shipped Date

Shipped To: Ending Date range of Shipped Date

Invoice From: Beginning Date range of Invoiced Date

Invoice To: Ending Date range of Invoiced Date

Backorder Filter:

All = Display all orders – regardless of Backorder status

BO Only = Only display Backorders

Exclude Back Orders = Display no backorders

Stage: Multiple stage codes can be selected.

Typical search methodologies:

Entered: only (Quotes)
Ordered – Shipped: Orders that have not yet been billed
Invoiced – Paid: Orders that have been billed

Entered: Quotes only for CentralTIS. This stage, has no effect on Inventory or Customer Credit.

Ordered: Reserves inventory and hits customer’s available credit.

Picked: Printed Order. Moves the inventory from Reserved to Committed, same net effect on Available inventory.

Shipped: No effect on Inventory or Customer’s balances. Order has been Shipped in Sx.e.

Invoiced: On-Hand inventory has been relieved. Customer now owes us – unless already tendered.

Paid: Paid in full orders go directly to this stage after invoice processing. Orders on Credit accounts will remain in Invoiced stage until credit applies payment against the order.

Cancelled: Reverses all work up to Picked. Once Shipped the order cannot be cancelled until unshipped.

Transaction Types:

Stock: Traditional sale out of the branch. It could be a Will Call or Delivery. On Account or COD.

Direct: Delivery made direct from the Vendor to the Customer. Ask your branch manager if there are any vendors that should not be partnered with on this type of transaction.

Quote: List of items with prices. No effect on inventory or customer’s credit.

Return Merchandise: Material brought back into the branch. Process like a normal order.

Recv’d on Account: Customer payment on account directly at a branch.

Line Type:

Special: Not used.

Definition: An item number in Sx.e that is marked to not reserve/commit current stock. It is to be sourced for a specific order.

Non-Stock: An item that is not set up in the system. Not worth setting up if a real oddity or outside of normal business scope.

Lost Business: A line item that was entered but then cancelled.

Stock: Normal sales line item that is set up in Sx.e.

Display: If leveraged, this would change the appearance of the search results.

Header: Only displays the Order number and a few key details

Line Detail: Will display all the lines per order number.

Once the selection of the proper criteria has been entered, click <SEARCH>

Since the Display option was set to Line Detail, the resulting listing will include the line items on the search results.

The following search result has roughly 3 pages of 50 records per page. This does not represent 150 orders but 150+/-line items.

If you wish to only see the order numbers on the search results, you will have to change the search criteria from Line Detail to Header Infor and Click <Search> to update the search results.

To view the line items from this display choice, you have to click on the arrow next to the order to investigate further.

Security access may have slightly different results on the following screens. The basic information is the same.

Overview: Quickly reference the order’s:

Customer: who bought the material on the order
Shipping/selling Warehouse
Order type
Customer PO#
Sales Rep
Taken by: who typed up the order
Ship Via: how was the material transacted: Delivery or Will Call/Pickup
Approve Type. Anything except a ‘y’ has a hold. Reference the Operational hold codes for more examples.
Ordered: Dollar amount represented on this order
Shipped: Dollar amount available to ship on this order
Total Invoice: total invoice amount including tax
Margin Amount: Dollar Margin
Margin %
Cost
Stage of the order with the date of the stage update.
Header Notes: This display signifies that there is an order note on this order.
**To View notes replated to this order
Late order: Order shipped after the date entered

To View Notes related to this order:

Click on the << symbol to expand the menu option.

The resulting menu may appear different than the following screen shot display. The note section is usually at the bottom of this menu. You might have to scroll down on the RH scroll bar.

Click the down arrow next to the SX.e Notes section to display all notes that relate to this order, customer ship to and warehouse.

In the following example:

Warehouse 8 does not have any notes entered/saved

Customer 134152 has 10 different notes linked to the account

Order # 869721-00 has 2 notes linked.

To preview the related notes, click on the record to see more details.

To read the full note detail, click on the note then click the diagonal arrows on the Left Hand side of the box. If no Notes exist but you wish to add a note, Click the diagonal arrows to open the Note Window.

The note screen Functions from Left to Right

1) Add 2) Refresh 3) Edit 4) Reverse Sort Order 5) Save 6) Delete 7) Close

Click <X> to close out the note section. Closing out the note screen will return to original screen.

Header:

This screen is a detailed version of the Overview screen.

Also found on this screen:

Tendering History

Operational Hold code history

Header Continued...

Line Detail:

The item(s) that were entered on this order will display on this screen.

Check Show Comments Lines to view line item comments entered.

Check Show Inactive lines to display cancelled line items

Check Show Sub Total Lines to display subtotals.

Click the <Right arrow> on any of the line items to view Extended detail related to that line item

Other bits of information that can be gleaned while in the Line item detail:

Original line history: was the item changed in any way?

Actual Line History: displays the dates of each stage on this particular line item and if it was Back ordered.

Comments: This displays any line items comments entered on this line item. The comment cannot be updated Only the document types to print can be updated in the Pick Ticket Comment section. Internal comments will never print.

Returns and Correction History: This section will reference any price corrections or returns referenced against this line item.

Click the <Left arrow> next to Line Detail to return to the original line detail section

Line History:

Line item shipping detail information.

If a line was backordered or partially shipped this screen tells the story.