OEIO to OEET Navigation
In the OE Inquiry screen (OEIO) there are options to start a NEW order, MAINTAIN, COPY, and PRINT existing orders.
Address: OEIO
Menu: Sales>Inquiry>Order
Bookmark: OEIO – Order Inquiry
SCENARIO: after an inquiry review, it is recognized that there needs to be an order entered.
Click <NEW>
The Order Entry Window will appear. Proceed to enter the order as normal.
While reviewing an order all of the listed functions may be employed: NEW, MAINTAIN, CANCEL, COPY and PRINT.
HINT: Orders that are Shipped, Invoiced, Paid or Cancelled CANNOT be Maintained or Canceled.
SCENARIO: After an inquiry review, it is recognized that an order needs to be updated/changed.
Click the <Checkbox> of the row that represents the order to Maintain.
Click <MAINTAIN>
HINT: Maintenance can only happen if the order stage is Entered, Ordered or Picked.
The order stage CANNOT be Shipped, Invoiced, Paid or Cancelled. The screen shot below shows that the order is Paid.
Maintenance is not allowed even though MAINTAIN is clickable
SCENARIO: From the OE Inquiry screen, it is recognized that an order should be Cancelled.
Click the <Checkbox>on the row of the order to Cancel.
Click <CANCEL>
**CANCEL (Lost Business) from OE Inquiry, has the same principle of MAINTAIN:
Cancelling an order can only happen if the order stage is Entered, Ordered or Picked.
The order stage CANNOT be Shipped, Invoiced, Paid or Cancelled.
SCENARIO: From OE Inquiry, it is recognized that an order needs to be replicated.
Click the <Checkbox> on the row of the order to be copied.
Click <COPY>
Copy from OEIO opens the Order Entry (OEET) Copy window.
Proceed to copy as per the normal Order Copy procedure.
SCENARIO: Recognized from OE Inquiry that n order or quote needs to be printed.
Click the <Checkbox> on the row of the order to print.
Click <PRINT>
Print from the OEIO Function opens up the OEET Print Window.
Proceed to print per the usual workflow.
HINT: The stage of the order could limit the document type(s) that can be printed.
