Sales Order Inquiry usability improved

Direct access to Sales Order Entry from the main inquiry page and the order detail page

New, Maintain, Cancel, Copy, and Print buttons are now available. Click New to open Sales Order Entry to enter a new order. Click one of the other buttons to open the selected order in Sales Order Entry in the corresponding mode.

The operator security that is required to perform the actions directly in Sales Order Entry is honored in Sales Order Inquiry. For example, if you do not have the security to create a new order in Sales Order Entry, the New button is not available in Sales Order Inquiry.

Customer parameters honored in the Product field in the Advanced Search

If these conditions are met, the products that are available in the Product lookup are determined by customer values:

You specify a customer in the Advanced Search before you access the Product field.
Customer cross-reference records are set up in Product Extended Product Cross Reference Setup.

Multiple value selection supported in the Line Type field in the Advanced Search

You can now select one or more of these values: Select All, Special, Non-Stock, Lost Business, and Stock. If you do not select a value, then all values are used in the search. If you select one or more values but not all values, then the Display field is disabled with the default value of Line Detail.

Line Type column in the Orders grid on the main inquiry page is updated

The Non-Stock column was relabeled as Line Type. The description of the line type is now displayed in the column, for example, Stock, Special, Nonstock, or Lost business. Previously, the column was blank if the line type was stock, or a code was displayed for the other line types.

Stage column in the Orders grid on the main inquiry page is sorted by description

When you sort the Stage column in ascending or descending order, the orders are now sorted alphabetically, based on the value in the column. Previously, the column was sorted based on the numerical value that is assigned to the stage.

Columns in the Orders grid on the main inquiry page were added or updated

The format of the Orders grid depends on the values included in the search. Separate formats accommodate header, line, component, or core information. For this enhancement, columns were added or updated for the header, line, and component formats.

These columns were added to the header format:

Inside Sales Rep Name: This value corresponds to the initials in the Inside Sales Rep column.
Outside Sales Rep Name: This value corresponds to the initials in the Outside Sales Rep column.
Taken By Name: This value corresponds to the operator initials in the Taken By column.

These columns were added to the line format:

Price: If you cannot view prices, based on the Price/Discount Info setting in SA Operator Setup, then the column is blank. If you conduct a search for kit components, this column is not displayed.
Special Cost: This value is the special price cost per unit.
Taken By Name: This value corresponds to the operator initials in the Taken By column.
Extended Description: You must add this column to grid using Personalization. If the extended description is not shown in its entirety within the column, an ellipsis (...) is displayed. Hold your mouse over the description to view additional information.

These columns were added to the component format:

Component Type: This column is displayed only if you conduct a search for all orders and kit components. Valid values include kit or tally.
Component Line Type: This column is displayed only if you conduct a search for kit components. Valid values include stock, nonstock, special, and lost business.
Component Extended Description: You must add this column to the grid using Personalization. This column is displayed only if the search includes kit components. If the extended description is not shown in its entirety within the column, an ellipsis (...) is displayed. Hold your mouse over the description to view additional information.

The Price/Discount Info setting in SA Operator Setup is now honored in these columns in the line format: Net Ordered Amount and Net Shipped Amount. If your operator security prevents you from viewing prices, then the column is blank.

Note: If you conduct a search for kit components, the columns are not displayed.

Order Rep and Order Rep Percent values were added to these pages:

Order Controls section on the Header tab on the order detail page
General section on the Extended tab of the line detail page
Note: The values are also now available on the same page in Sales Credit Release Inquiry.