Road Map: Sales Order Line Inquiry

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

Before you run this program each time

You should run these programs:  

  • Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

You may also have run these programs in this sequence:

  1. (Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance.

    OR

    Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

  2. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

    AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

  1. AR Invoice Register (RR) to select confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.

  • Branch Maintenance (TBM) to set up branches.

  • User Maintenance (UIM) to set up user records.

  • Tax Codes Maintenance (TCM) to set up tax codes.

  • Ship Via Codes Maintenance (TSV) to set up ship via codes.

  • Customer Item Maintenance (CIX) to create a cross-reference from a customer's item number to your item number.

  • Unit of Measure Codes Maintenance (TUM) program to set up units of measure and their conversions.

  • Price-Contract Maintenance (PCM) to enter price, discount, contract, and surcharge records.

  • Audit Trail Maintenance (XAT) to activate system logging of entries and changes to order headers and/or lines.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:  

  • Sales Order Inquiry (OQ) to display a sales order.

  • Open Order Line Report (OLR) to print a list of sales order lines that have not been shipped.

  • Sales Order Listing (OL) to print a list of sales orders with date wanted and expected ship date.

  • Sales Order Report (OR) to print a report that shows the gross amount, total cost, and margin of sales orders.