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Depress Sales Mgmt/Sales Order Management/Sales Order Management.
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The following screen will appear:
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Depress the Find action button. The following selection screen will be displayed. To find an existing order select one of the following: Sales Order Number, Customer Name, Customer P.O., Work Order Number, or by Product Number.
The user may exit the selection screen without a selection by selecting the X button.
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| When the user elects to find an order by the Sales Order Number, a screen appears listing sales orders in numerical order, along with the Customer Name and purchase order. The user may elect to show only open orders, or all orders. The user selects the sales order by either entering it into the red box, or scrolling down the list and clicking on the selected order. |
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When the user elects to find an order by the Customer Name, a screen appears listing customers in alphabetical order. The user selects the customer by either entering it into the red box, or scrolling down the list and clicking on the selected order.
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| Then a list of all of the selected customer’s orders are shown in numerical order, along with the customer’s name and Purchase Order number. The user may elect to show only open orders, or all orders. The user selects the sales order by either entering it into the red box, or scrolling down the list and clicking on the selected order. |
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When the user elects to find an order by the Customer Purchase Order Number, a screen appears listing open Purchase Orders in numerical order, along with the Sales Order. The user may elect to show only open orders, or all orders. The user selects the Purchase Order by either entering it into the red box, or scrolling down the list and clicking on the selected order.
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When the user elects to find an order by the Work Order Number, a screen appears listing Work Orders in numerical order, along with the Sales Order and Customer Purchase Order. The user may elect to show only open orders, or all orders. The user selects the Work Order by either entering it into the red box, or scrolling down the list and clicking on the selected order.
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When the user elects to find an order by the Product Number, a screen appears listing part numbers in numerical order, along with the revision, Class, Type and Description.The user selects the Product by either entering it into the red box, or scrolling down the list and clicking on the selected product.
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Then a list of all of the Sales Orders for the selected product are shown in numerical order, along with the Customer Name and Customer Purchase Order number. The user may elect to show only open orders, or all orders. The user selects the Sales Order by either entering it into the red box, or scrolling down the list and clicking on the selected order.
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Once you have made your choice, the information will be displayed as follows:
Note: When an RMA is created, both the pending receipt of the items from the customer and the subsequent shipment of replacement product to the customer is entered. Reference is made to the original Sales Order and Invoice only to allow the credit memo (when created) to have a place to apply the credit. Otherwise, there is no interface between the Sales Order and the RMA modules. If you were unable to find the Sales Order, try to locate it under the RMA menu item. See RMA Management Module Article #1610 for further assistance.
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