Sales > Inquiries > Orders > Order lines 

Use this function to display sales order lines for one or all sites on one, or between a range of dates, prior to an invoice being raised for the order.

You can inquire by company and site, product and customer, project and type of order. You can filter the results by the category of order, the status of the order and the signature status (signed or not signed). 

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CSP' determines the way in which you enter information, and how information is displayed and printed.

    The Order lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed.

    Header

    Presentation

    Selection

    Use this section to filter or select orders:

    • Start date. The default Start date is the first date of the month two months before the current month but can be amended.
    • End date. The default End date is the last date of the current month but can be amended.

    The search, therefore, covers a 3 month period, by default.

    Order category, Order state, Signature

    You can filter the results by the category of order, the status of the order and the signature status (signed or not signed) using the Order category, Order state and Signature sections.

    You can use the Criteria action to enhance the selection criteria applied.

    Close

     

    Fields

    The following fields are present on this tab :

    Selection

    This field is used to specify the company code.
    The company is automatically loaded with the company of the user's default sales site. It remains modifiable.
    SEEINFO It is possible to display the orders of all the companies by leaving this field blank. In this case, the site field is automatically left blank.

    This field is used to indicate the sales site.
    This site is automatically loaded with the user's default sales site.
    SEEINFOWhen the field is left blank, the inquiry will concern all the quotes of the company.

    This field contains the reference identifying the product.

    This field is used to enter the code identifying the customer.
    SEEINFOWhen no customer is specified, the inquiry will concern all the customeers of the folder.

    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).

    Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

    • A project code
    • A project code and a project budget code
    • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

    If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

    To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

     This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

     

    • Whole project (field PJTDSPALL)

    Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

    If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

    • Start date (field ORDDATDEB)

    These two fields are used to specify a date range.
    This range is used to filter the orders whose order date is included in this interval.
    They are initialized by default in the following manner:

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

     

    Order category

    • Normal (field SOHCATNOR)

    When this box is checked, the inquiry focuses on the normal orders, that is to say the orders which standard cycle is delivery then invoicing.

    • Loan (field SOHCATLND)

    The loan deliveries are selected when this box is checked.
    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 (field SOHCATFAC)

    When this box is checked the inquiry focuses on the direct invoicing orders, that is to say the orders without delivery.
    SEEINFO The system submits the three order categories by default.

    Order state

    • Closed (field ORDSTAO)

    When this box is checked the inquiry focuses on the closed orders, that is to say the orders already processed.

    • Not closed (field ORDSTAN)

    When this box is checked the inquiry focuses on the orders not closed or partially closed, that is to say the orders being processed.

    Signature

    • Signed (field APPFLGO)

    The Signed and Not signed check boxes target documents based on their status:

    Signed
    Inquiry of signed (or partly signed) documents,
    Not signed
    Inquiry of not signed documents.

    SEEINFOSelect only one check box or both.
    When no check box is selected, only partially-signed quotesare selected.

    • Not signed (field APPFLGN)

     

    Close

     

    Tab Search results

    Presentation

    This section displays all sales order lines that meet the defined selection criteria. The status of each order line is included.

    The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CSP'.

    Close

     

    Fields

    The following fields are present on this tab :

    Grid

    • Order no. (field SOHNUM)

     

    • Category (field SOHCAT)

     

    • Signed (field APPFLG)

     

     

     

     

     

    This field displays the associated project code. The content can be one of the following:

    • A project code
    • A project code and a project budget code
    • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

    If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

    To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

     

     

     

     

    • Delivery address (field BPAADD)

     

    • Date (field ORDDAT)

     

    • Shipment date (field SHIDAT)

     

    • Exp delivery date (field EXTDLVDAT)

     

     

     

    • Description (field ITMDES)

     

    • Major version (field ECCVALMAJ)

    This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

    This field is not populated if the product code defined in the Product field is not version managed.

       
    • Minor version (field ECCVALMIN)

    This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

    This field is not populated if the product code defined in the Product field is not version managed.

    • Line status (field SOQSTA)

     

    • Deliverable (field DLVFLG)

     

    • Ordered qty. (field QTY)

     

    • Allocated qty. (field ALLQTY)

     

    • Shortage (field SHTQTY)

     

    • Qty. on list prep. (field LPRQTY)

     

    • Qty. being prepared (field OPRQTY)

     

    • Qty. prepared (field PREQTY)

     

    • Being delivered (field ODLQTY)

     

    • Delivered qty. (field DLVQTY)

     

    • Invoiced qty. (field INVQTY)

     

    • Quantity on invoice (field OINQTY)

     

     

     

     

    • Net price - tax (field NETPRINOT)

     

    • Net price + tax (field NETPRIATI)

     

    • Back-to-back order no. (field FMINUM)

     

    • Margin (field PFM)

     

    • Cost price (field CPRPRI)

     

    • Purchase ord no. (field POHNUM)

     

    • Line amt. - tax (field ORDNOT)

     

     

    • Line amt. + tax (field ORDATI)

     

     

    • Line type (field LINTYP)

     

    • Total margin (field PFMTOT)

     

     

     

     

    Close

     

    Action icon

    Order

    Click Order from the Actions icon to view the order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

    Sales journal traceability

    Click Sales journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this order line.

    Progress billing

     

    Close

     

    Specific actions

    Click the Searchaction to load the table (grid) with order lines that meet the entered selection criteria.

    The maximum number of lines displayed is defined in the Inquiry screens function for code 'CSP'.

    The following fields are included on the window opened through this button :

    Selection

    • Active memo (field MEMO)

     

    This screen defines the criteria for the selection and display of the orders to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Order number range.

    - Date range:

    - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter

    the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order).

    - Order category to inquire: Standard order, Loan order, Direct invoice order.

    - Order status to inquire: Closed order, Open order.

    - Orders approval status to inquire: Order approved, Order not approved.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under

    the memo code STD will be pre-loaded when the user enters the function.

     

     

     

     

    • From order no. (field SOHNUMDEB)

    This screen defines the criteria for the selection and display of the orders to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Order number range.

    - Date range:

    - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter

    the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order).

    - Order category to inquire: Standard order, Loan order, Direct invoice order.

    - Order status to inquire: Closed order, Open order.

    - Orders approval status to inquire: Order approved, Order not approved.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under

    the memo code STD will be pre-loaded when the user enters the function.

    • To order no. (field SOHNUMFIN)

     

    Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

    • A project code
    • A project code and a project budget code
    • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

    If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

    To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

     This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

     

    • Whole project (field PJTDSPALL)

    Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

    If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

     

     

    • Start date (field ORDDATDEB)

    This screen defines the criteria for the selection and display of the orders to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Order number range.

    - Date range:

    - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter

    the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order).

    - Order category to inquire: Standard order, Loan order, Direct invoice order.

    - Order status to inquire: Closed order, Open order.

    - Orders approval status to inquire: Order approved, Order not approved.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under

    the memo code STD will be pre-loaded when the user enters the function.

    • End date (field ORDDATFIN)

     

     

     

    Back-to-back order

    • Automatic PO/WO type (field FMI)

    This screen defines the criteria for the selection and display of the orders to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Order number range.

    - Date range:

    - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter

    the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order).

    - Order category to inquire: Standard order, Loan order, Direct invoice order.

    - Order status to inquire: Closed order, Open order.

    - Orders approval status to inquire: Order approved, Order not approved.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under

    the memo code STD will be pre-loaded when the user enters the function.

    • From back-to-back order no. (field FMINUMDEB)

     

    • To back-to-back order no. (field FMINUMFIN)

     

    Order category

    • Normal (field SOHCATNOR)

     

    • Loan (field SOHCATLND)

     

    • Direct invoicing (field SOHCATFAC)

     

    Order state

    • Closed (field ORDSTAO)

     

    • Not closed (field ORDSTAN)

     

    Signature

    • Signed (field APPFLGO)

     

    • Not signed (field APPFLGN)

     

    Display

     

    • Sort order (field TRI)

     

    Close

    Click the Criteria action to access additional selection and display criteria. You can filter the order lines to be processed by order number and analysis group, and modify the sort order.

    Back-to-back order. Use this block to filter by one or a range of back to back purchase orders or work orders that gave rise to sales orders. Sales orders with at least one line on the selected back to back order type are displayed.

    Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.

     Please see the Inquiry screens documentation.

    You can save one or several sets of criteria using the Memoaction. You can recall these using the Recallaction or delete them using the Delete memo action.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation