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Outside Orders Inquiry

The Outside Orders Inquiry screen allows you to view Outside Order activity for a date or date-range, for a particular customer or all customers.  The Inquiry screen is accessible from inside a Commissary entity.

Launch Outside Order Inquiry by selecting Inquiry > Outside Order Inquiry from the menu bar.

Click to view/hide picture.

Inquiry Criteria

Enter the criteria for the vendor transactions you wish to display; you must specify at least one of the following options:

• Entity # Optionally, specify an entity number; if blank, all of the entities that you have access to will be included in the inquiry.
• From/To Dates Enter a range of dates between which the order transactions must fall. The dates are inclusive. For example, you can specify 11/1/13 to 11/30/13 to see all of the orders made on or after November 1st and on or before November 30th.
• Include Unshipped Check this flag to see Outside Orders that have not been shipped/posted yet.
• Customer Enter the customer name that you wish to inquire about; if blank, all customer are included in the inquiry.
• Customer Groups Filter by the customer groupings defined on the Accounts Receivable menu setup screen.

After specifying inquiry criteria, click Get Records and a table of records will display.

Toolbar Options

• Get Records Generates the inquiry and displays all retrieved data in the detail area.
• Find in Results Lets you search for particular records through a series of filters.
• Expand Opens all detail area items to show their sub-parts (like clicking all the + signs) when the grid has been grouped by a column.
• Collapse Closes all detail area items to show only summary parts (like clicking all the minus signs) when the grid has been grouped by a column.
• Scan Documents Use Scan Document to scan original invoices into Compeat to associate them with an invoice record. You are also able to view scans that have been entered directly from the Outside Orders screen.  To view scans associated with shipped Outside Orders, you can use this feature. Select the record in the grid that you wish to associate with a scanned document (or view already scanned documents), and then click Scan Documents to launch the scanning utility.

Once you have data in the detail area, you can easily filter and sort the inquiry screen to find the data you want (see Finding Items).

Double-click on a record to print the associated Shipping Ticket/Invoice.