Sales Order Inquiry overview

Sales > Inquiry > Order

Function acronym: OEIO

Use this function to view detailed information about sales orders, including order header, addons, tendering, and line item information.

Use Personalization to view the hidden columns in the grid.

You can perform these actions on this page:

  • Perform a basic search to display a list of orders.
  • Perform an advanced search to display a list of orders.
  • Select or drill-down on orders in the search results.
  • Directly access Sales Order Entry.

    You can click New to open Sales Order Entry to enter a new order. Click Maintain, Cancel, Copy, or Print 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.

If a transaction is maintained while you are viewing it, you can click Refresh in the toolbar to see the latest data.

Sales order insights

You can use the Insights option to generate detailed insights for the sales order using GenAI. This option is displayed when you navigate through a sales order record. GenAI uses the information available on the current tab to generate the insights. The generation process runs in the background, allowing you to continue working on other tasks.

After the insights are generated, the Insights generated successfully, check in the reports widget message is displayed. The generated insight document appears as a link in the Reports context widget. The document name is based on the sales order number and the screen ID of the tab for which the insights are generated. For example, if you generate insights from the Header tab, the document is named as oeio-detail-header_<sales order number>_insights. You can click the link to download the insight document as a PDF file.

Prerequisites to generate sales order insights:

  • Procure Gen AI license.
  • Install all the Gen AI services in your tenant.
  • Ensure that the administrator has enabled the feature in CloudSuite Self-Service Portal (CSSP). If you cannot see this feature in your tenant, contact your system administrator.
  • Ensure that the INFOROS.GENAI business rule is activated on the SA Business Rule Setup screen.

  • Ensure that the get-ai-insights prompt is defined on the SA Table Code Value Setup - GenAI screen.

    Note: You can modify the prompt based on the requirement.