Sales > Inquiries > Orders > List of orders 

Use this function to:

  • inquire all the processed or in process orders,
  • target only specific orders using the available selection criteria.
Using a setup, you can choose which information should be displayed on the screen.

This function only displays the header information of each order, but provides you with a direct access to the order so you can view it in details.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    This screen is divided in two parts:

    • Use the first part to access the main criteria,
    • use the second part to view in a grid the orders selected based on the criteria.

    Header

    Presentation

    Use the screen header information to specify the main selection criteria of the inquiry.

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    Fields

    The following fields are present on this tab :

    Selection

    When entered, the fields 'Company' and 'Sales Site are used to select the orders of a company or site grouping or site.
    When opening the function, the sales site submitted by default matches the user's default sales site. The company is deduced from the user's site. It is possible to modify the company or the site.
    It is possible to consult the orders for:

    • all companies: the company code and the site code are not assigned,
    • all sites: the company code is assigned but the code site is left blank.

    The selected sites are checked depending on the authorizations granted to the user. If a site is not authorized for a particular user, the latter will not be able to view the orders for this site.
    If the inquiry is launched for all the company's sites, the user will need the authorization for all the sites. If required, they will have to specify an authorized site.

     

    This field is used to enter a customer code.
    The inquiry can concern:

    • a given customer: a customer code must be entered,
    • all customers: the customer code field must be left blank.

    SEEINFO Upon opening this function, the customer code is not filled. When accessing this function from the customer record, the customer code will be automatically filled.

    The order type is used to determine the order category (Normal (basic), Loan or Direct invoicing) as well as the sequence number used (if the sequence number is a manual counter, the order number can be entered). Contracts are not managed in this function.

    Only an order type with a legislation and company group consistent with those of the company linked to the sales site can be entered.
      SEEREFERTTO For further information, click here.

    This field is used to filter information by order type.

    When the order type is not specified, all order types are displayed in the list of results.

    SEEINFO Order types are set up in the function Order types(GESTSO).

    In these two fields, you can specify the start and end ranges of the project reference.
    You use these fields to filter on the documents whose reference is included within the specified range.

     

    • Start date (field ORDDATDEB)

    The indicated date ranges are used to filter the documents whose date is included within this interval.
    They are initialized by default in the following manner:

    • The end date is initialized with the current date postponed to the last day of the month.
    • The start date is initialized with the first day of the month coming from the current date minus two months.
    • End date (field ORDDATFIN)

     

    Currencies

    The currency of the company or the folder are automatically displayed. The company currency varies depending on the company selected for the inquiry. Based on the setup of the inquiry, three types of amounts can be expressed:

    • The amount in transaction currency. A currency column is usually added next to this amount in order to specify the currency in which this amount is expressed.
    • The amount in company currency In the column header it is mentioned that it is a company amount.
    • The amount in folder currency. In the column header it is mentioned that it is a folder amount.

     

     

    Order category

    • Normal (field SOHCATNOR)

    Additional criteria for the category are used to narrow the orders that should be viewed:

    • Normal orders (with a basic delivery-invoicing process).
    • Loan orders (These orders are intended to be delivered, then returned. In some cases, they can be invoiced from the moment that the planned return date is exceeded.)
    • Direct invoicing orders (orders with no delivery).

    The system submits the three order categories by default.

    • Loan (field SOHCATLND)

     

    • Direct invoicing (field SOHCATFAC)

     

    Order state

    • Closed (field ORDSTAO)

    These fields are used to filter the orders according to their status, allowing to consult only the orders that are:

    • closed (processed orders),
    • not closed and partially closed (orders being processed).

    The system submits the orders with both statuses by default.

    • Not closed (field ORDSTAN)

     

    Signature

    • Signed (field APPFLGO)

    These fields are used to filter the orders according to their signature status, allowing to consult only the orders that are:

    • signed,
    • not signed.

    The system submits the orders with both statuses by default.

    • Not signed (field APPFLGN)

     

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    Tab number 1

    Presentation

    The columns present in the order table depend on the setup of the screen code chosen.

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    Fields

    The following fields are present on this tab :

    Grid

    • Order no. (field SOHNUM)

    According to the setup of the order inquiry transaction, the following information can be viewed:

    • The order number
    • The order customer code
    • The code of the invoiced customer
    • The customer name
    • The code of the Pay-by customer
    • The code of the group customer
    • The project code associated with the order
    • The order sales representatives
    • The order date
    • The order category
    • The order approval report (Not approved, Partially signed, Totally signed, No management, Yes automatic)
    • The order status (Closed, Not closed)
    • The proforma invoice number associated with the quote
    • The tax excl. amount in the quote currency
    • The tax incl. amount in the quote currency
    • The quote currency
    • The quote price type (tax incl./tax excl.)
    • The tax incl. amount of the quote expressed in the company currency
    • The tax incl. amount of the quote expressed in the company currency
    • The tax excl. amount in the folder currency
    • The tax incl. amount in the folder currency
    • Was the quote printed?
    • The quote sales site
    • The quote shipment site
    • The quote payment terms
    • The customer reference of the order

     

     

    • Sold-to customer (field BPCNAM1)

     

     

     

     

     

     

    • Date (field ORDDAT)

     

    • Category (field SOHCAT)

     

    • Signed (field APPFLG)

     

    • Order state (field ORDSTA)

     

    • Valuation - tax (field ORDINVNOT)

     

    • Valuation + tax (field ORDINVATI)

     

     

    • Amount - tax (company) (field ORDNOTSOC)

     

    • Amount + tax (company) (field ORDATISOC)

     

    • Amount - tax (folder) (field ORDNOTDOS)

     

    • Amount + tax (folder) (field ORDATIDOS)

     

    • Allocation status (field ALLSTA)

     

    • Delivery status (field DLVSTA)

     

    • Invoice status (field INVSTA)

     

     

    • Sent prepayments (field INSAMT)

     

    • Received prepayments (field INSPAY)

     

     

    • Sent prepays. (company) (field INSAMTSOC)

     

    • Rcvd. prepays. (company) (field INSPAYSOC)

     

    • Sent prepays. (folder) (field INSAMTDOS)

     

    • Rcvd. prepays. (folder) (field INSPAYDOS)

     

     

     

     

    • Reference (field CUSORDREF)

     

     

     

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    Action icon

    Order

    You can access the displayed order, providing that you have the required authorizations.

    Sales journal traceability

    Click this action to display the log of sales documents.

     

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    Reports

    By default, the following reports are associated with this function :

     ARCCLIENT : Customer order acknowledgement

     ARCCLIENT2 : Fixed footer cust order ackn

     ARCCLIENT2PI : Preprint cust order acknow

     ARCTTC : Cust order acknow - tax inc

     ARCTTC2 : Tx-inc fixd footer cst ord ack

     ARCTTC2PI : Prepr c. order ackno - tax inc

    This can be changed using a different setup.

    Specific Buttons

    Use this action to access the previously-defined criteria, as well as the additional criteria:

    • Order no.: this criteria is used to define order ranges to be viewed
    • Back-to-back order type: this criteria is used to select the sales orders at the origin of the purchase/production back-to-back order generation. This criterion is only active when the next criterion is used.
    • Back-to-back order nb: this criteria is used to define ranges on purchase orders or work orders based on the type of back-to-back order specified here above. The selected sales orders are those where at least one line is a back-to-back order on one of the selected back-to-back order documents.

    In this screen, you can also select the order sort criteria. By default, these are sorted by order number, but you can also sort them by order date.

    You can save the selection criteria under a memo code in order to recall them later on.

    The STD memo code is specific since it is the one that is systematically applied upon entering the inquiry. For this memo code in particular, the date range is not kept in order to always display by default the quotes of the last two months and of the current month.

    Menu Bar

    Graphics/Tax excl category

    Use this graphical inquiry to view the tax excl. amounts of the orders (including the invoicing elements) by period. The orders are only valued if they are fully taken into consideration. The amount is broken down in the different order categories (Standard, Loan, Direct invoicing)

    When accessing this inquiry from the order list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

    Graphics / Tax excl / Status

    Use this graphical inquiry to view the tax excl. amounts of the orders (including the invoicing elements) by period. The orders are only valued if they are fully taken into consideration. The amount is broken down based on the status of the selected orders (On order, Being delivered, Delivered Not Invoiced, Invoiced, Completed)

    When accessing this inquiry from the order list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

    Graphics / Customer chart

    Use this graphical inquiry to view the customer ranking in valued tax excl. amount for orders recorded over the relevant period.

    When accessing this inquiry from the order list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

    Graphics/Representative chart

    Use this graphical inquiry to view the main sales representative ranking in valued tax excl. amount for orders recorded over the relevant period.

    When accessing this inquiry from the order list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation