OE 9.3A Order Inquiry

A client often partially ships orders. They want to get a report that shows a list of the invoices associated with a particular order.

I thought of two ideas: 1) the Order Log and 2) exporting the customer transactions to Excel and then filtering on the order. But neither idea shows the details.

Is there a way I am missing?

If not, I would like to suggest that under the Items tab of View History, where you can query for a range of invoice numbers, customers, and items, you also be able to query on a range of order numbers.

Steve

Hi Steve,

There isn't a standard report in Adagio OrderEntry that lists all the invoices with item details for a given order. You are correct that the Order Log report (or the Order Log tab when viewing an order) would show the invoice numbers but not the items.

The order number value is not stored in the Details data file (like the customer number and date values are), so to incorporate a lookup by order number on the History Items screen, a database change would need to be made to add the order number as a field to the details. I can write up a suggestion for R&Ds consideration.

Does this client have SalesAnalysis? The Transactions data file has the order number and item details in an accessible data structure, the Online Inquiry report could be set up for this, and the Edit Data grid supports Filters which could include Order number for searching. Though this process would be a bit cumbersome if they are doing this sort of report/inquiry on a regular basis, since the order number would have to be edited each time.

This report would be trivial to create in GridView, but that presumes that the client has GridView.

Yes, the client has SalesAnalysis. It's a solution, but my suggestion would be a lot more straightforward. The order number SHOULD be available to the History | Items screen. That's called improving the software to meet the needs of users.

Steve

Steve:

Why wouldn't you just link the details to the header in order to retrieve the "order#". This would work well for both GridView and Crystal Reports.

It seems like such a trivial problem to solve with the existing data structure that I would suggest to Softrak that they just invest in creating the requested report and/or Inquiry screen in Order Entry and not spend money on changing the data structure.

Hi Steve,
We've done the same as Doug has suggested with Gridview. The Order number is on the OE History file or the OE Current Header file depending on the frequency of clearing out of the current order file.

Drive off of OE header history, and show items shipped and invoiced, and link to any open sales order that has back orders on it.

And as a bonus link to the PO line items to see the expected delivery date for any back orders that are non on hand in IC.

Your client request is fairly common, but we like the drill down efficiency of this view with Gridview, so we wouldn't do with an OE query in OE alone (by Softrak).

Best.
Brian

Hi Steve,
We've done the same as Doug has suggested with Gridview. The Order number is on the OE History file or the OE Current Header file depending on the frequency of clearing out of the current order file.

Drive off of OE header history, and show items shipped and invoiced, and link to any open sales order that has back orders on it.

And as a bonus link to the PO line items to see the expected delivery date for any back orders that are non on hand in IC.

Your client request is fairly common, but we like the drill down efficiency of this view with Gridview, so we wouldn't do with an OE query in OE alone (by Softrak).

Best.
Brian