Display a Summarized Sales Order

Use the Sales Order Line Inquiry (OIQ) program to display a summarized sales order. See Background and Road Map for more information.

Note
If you accessed this program from another program, skip step 1.

Enter the order number or click the Lookup icon and use the standard lookup options to select the order from a list.
The program displays these header fields:

Field Name

Displays

Order no

The number you entered or selected

Cust no

The number of the customer that placed this order

Ship-to no

The customer's ship-to number for this order

Dest cust no

The customer's number if you are shipping to the bill-to address or the number of the customer's customer if this is a dealer who had this order shipped directly to the end user

Date wanted

The date the customer wanted the order to be shipped

Ship branch

The branch that will ship this order

Entered by

The user ID of the person who entered the order

Source

EDI	Order imported via EDI and transferred to a sales order
PRJ	Order created by the project system and transferred to a sales order
QUO	Quotation transferred to a sales order
RBS	Repetitive billing order
RMA	Return Material Authorization credit memo or replacement order
S/O	Sales order

On hold?

Whether this order is on hold for a non-credit reason

Credit hold?

Whether this order is on credit hold, either because the customer is on credit hold or the amount of the order exceeds the customer's order or credit limit

Sls branch

The branch that took this order

Cust PO no

The customer's purchase order number

Cust name

The customer's name

Ship-to name

The customer name for this ship-to address

Dest cust name

The customer's name if you are shipping to the bill-to address or the name of the customer's customer if this is a dealer who had this order shipped directly to the end user

Net amount

The net amount of this order: ((Quantity ordered x Price) - Line discounts) - Order discounts

Price code

The price code assigned to this customer in the Customer Maintenance (CM) program

Tax

The tax code for this customer and order

Ship via

The code that identifies the carrier used to ship this order

Status

The status of the order. For example:

New order	This is a new order; a shipment has not yet been created for it
New, sent to whse	New order is dispatched to warehouse but still maintainable
In picking at whse	Warehouse controls; order is not maintainable
Whse pick cancelled	Warehouse released control for order maintenance
In process	A shipment has been created for the order or the shipment has been confirmed
In process (Credit memo) In process (Debit memo)	A credit or debit memo has been issued for the order in the One-Step Invoice Entry (RE) program
In process (One-step)	A shipment has been created and confirmed with the One-Step Invoice Entry (RE) program
Cancelled	This order has been cancelled
Shipment [number] in picking	This shipment has been created and is awaiting picking
Shipment [number] confirmed	This shipment has been created and confirmed
Invoiced	An invoice has been created for the order with the AR Invoice Register (RR) program
Invoiced (One-step) Invoiced (Credit memo) Invoiced (Debit memo)	An invoice has been created for an order, credit memo, or debit memo entered with the One-Step Invoice Entry (RE) program

For each line on the order, the program lists:

Field Name	Displays
Ln	The line number
Item number	The item ordered
Description	The description of the item
Order qty	The quantity that the customer ordered
Qty open	The quantity that has not been shipped
Qty shipped	The quantity that has been shipped to the customer
Sls UOM	The sales unit of measure for this item
Stk UOM	The stocking unit of measure for this item
Selling price	The price for one unit
Extended amount	The total price of this line: Quantity x Selling price
Extended wt	The total weight of the quantity ordered,open or shipped: Quantity x Weight per UOM from the item's record in the Branch Item Maintenance (IMB) program Click Prog opts and then click the Program tab to specify which quantity is used.
Extended vol	The total volume of the quantity shipped: Quantity x Volume per UOM from the item's record in the Branch Item Maintenance (IMB) program
Exp ship	The date this item is expected to ship, or if it has already shipped, the date it shipped
Date wntd	The date the customer wants the item
Cust item no	The customer's item number for this item, if one exists
Date ent	The date the order line was entered
Date prom	The date you promised the item would ship to the customer
Sts	The status of the order line

Choose the appropriate options:

Do This

Review your options for this program

Click Prog opts. See step 3.

Print the line item listing

Click Print. See Print an Inquiry.

Go to a related program

Click Jump. See Jump.

Display the order header fields

Click Header. See Display a Sales Order. Click OK to return to this program.

Display details for a line

Highlight the line and click Line. See Display Sales Order Line Details. Click OK to return to this program.

Display the associated manufacturing order, transfer, purchase order, or requisition for a line

Highlight the line and click Supply. See Display Supply. Click OK to return to this program.

Display shipment information

Highlight a line and click Shipment and then:

Click	To
Order	Display shipments for the order See Display the Status of a Shipment. Click OK to return to this program.
Line	Display shipment information for the selected line See Display Shipment Information for an Order Line. Click OK to return to this program.
Back	End this action

Display notes for this sales order header or line

Click Notes and then:

Click	To
Header	Display sales order header notes
Line	Display line notes
Back	End this action

See Display Notes.

Display the customer's record

Click Cust inq. See Display a Customer Record. Click OK to return to this program.

Display the customer's credit record

Click Credit inq. See Display a Customer's Credit Record. Click OK to return to this program.

Display the ship-to, bill-to, or freight billing address for this order

Click Address. and then:

Click	To
Ship-to	Display the ship-to address
Bill-to	Display the billing address
Freight	Display the third-party billing address for freight
Back	End this action

Display changes made to this order

Click Audit and then:

Click	To
Header	Display changes to the order header
Line	Display changes to lines
Back	End this action

See Display an Audit Trail. Click OK to return to this program.

These buttons function only if the audit trails for the Sales Order Header (O1A) and Sales Order Lines (O1) are active.

View or import documents associated with the order

Click Documents.

Click View to view archived and imported documents, See Display Document Archive. The View button is active only if archived documents are available.
Click Import to import a document for this invoice.

See Document Archiving and Document Import for more information.

Specify a different sales order

Click OK.

Exit the program

Click Exit.

When you click Prog opts:
1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.
2. Click the Sort tab to set sort order.
3. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Calculate by

Required

Select the quantity on which you want to base the extended amount, weight and volume calculations:

The order quantity (i.e., quantity open plus quantity shipped)
The open quantity (i.e., quantity ordered minus the quantity shipped)
The shipped quantity (i.e., quantity ordered minus the quantity open)

1. Click Refresh to redisplay current options.
2. Click Save to save these options for future use.
3. Click OK to apply these options or click Cancel to exit the program without applying them.