Use this field to include additional search criteria fields.
Fields are added to the Advanced Search for each criterion you select.
When selecting and specifying search criteria, you must use
criteria in addition to one or more of these:
Certificate/License ID
Customer Reservations Contract
Customer Reservations Override Only
Restriction Code
Restriction Override Only
If you use only one or more of those critiera, this error message displays: "Insufficient Search Criteria Selected. Please Include Additional
Filter(s) and Resubmit Your Search"
Select and specify additional advanced search criteria to continue. Specifying
a warehouse, customer or product is recommended.
Approval
This field is displayed when you select
Approval in the Criteria field.
Specify a one-character hold/approval code in this field to
limit the search results to orders with that code. The codes you can use in this field are
specified in the Limit Managed Hold
Codes field in SA Setup Operator-Entry Options-OE
Entry Options. If you specify a code you are not approved to use, this
message is displayed: Operator Security Prohibits Use of this Hold
Code (1214).
BackOrder Filter
This field is displayed when you select BackOrder
Filter in the Criteria
field.
Use this field to limit orders in the search results by backorder status.
Select All to include all orders.
Select BO only to include only backorders.
Select Exclude BO to include all orders except
backorders.
Certificate/License ID
This field is displayed when you select
Certificate/License ID in the Criteria field.
Specify a product certificate/license ID to limit the search
results to orders with sales order lines for that certificate/license ID.
If you specify a certificate/license ID, you must specify additional sarch
criteria.
Customer #
This field is displayed when you select Customer
# in the Criteria
field.
Specify a customer number to limit the search results to orders for that
customer.
Customer Purchase Order #
This field is displayed when you select Purchase
Order in the Criteria
field.
Specify a customer purchase order number to limit the search
results to order associated with that purchase order.
Customer Reservations Contract
This field is displayed when you select Customer
Reservations Contract in the Criteria field.
Specify a customer reservations contract number to limit the
search results to orders with sales order lines for that contract.
If you specify a customer reservations contract, you must specify additional
sarch criteria.
Customer Reservations Overrride Only
This field is displayed when you select Customer
Reservations Override Only in the Criteria field.
Select this field to limit the search results to orders with
an override quantity. These are orders where the customer’s reservation record was short
the required quantity and stock was borrowed from another customer’s reservation
record.
If you select this field, you must specify additional sarch
criteria.
Display
This field is displayed when Display is selected in the
Criteria field. Select Header
Info or Line Detail, depending on which information
you want to view. The search results in the grid display your selection.
Disposition
This field is displayed when you select
Disposition in the Criteria field.
Use this field to limit orders in the search results by
disposition.
Select All to include all orders.
Select Ship Complete to include only ship complete
orders.
Select Tag & Hold to include only tag & hold
orders.
Select Will Call to include only will call
orders.
Select Just In Time to include only just-in-time
orders.
Select None to include only orders without an assigned
disposition.
Division
This field is displayed when you select Division in the Criteria field. Specify a division to limit the search results to orders
created with that division.
Entered From
This field is displayed when you select Entered
From in the Criteria
field.
Specify a date to limit the search results to orders created
on or after that date.
Entered To
This field is displayed when you select Entered
To in the Criteria
field.
Specify a date to limit the search results to order created
up to but not after the specified date.
Freight Out Required Only
This field is displayed when you select Freight Out
Required Only in the Criteria
field.
Select this option to limit the search results to orders where freight out was
required.
From Submit Date
This field is displayed when you select From Submit
Date in the Criteria
field.
Specify a date to limit the search results to orders with a
submission date on or after that date.
Fulfillment Order
This field is displayed when you select Fulfillment
Order in the Criteria
field.
Use this field to limit orders in the search results to fulfillment orders.
Select All Orders to include all orders.
Select Fulfillment Orders Only to include only
fulfillment orders.
Select Fulfillment Orders Excluded to include all orders
except fulfillment orders.
Fulfillment Tied Order
This field is displayed when you select Fulfillment
Tied Order in the Criteria
field.
Use this field to limit orders in the search results to fulfillment tie
orders.
Select All Orders to include all orders.
Select Fulfillment Tied Orders Only to include only
fulfillment tie orders.
Select Fulfillment Tied Orders Excluded to include all
orders except fulfillment tie orders.
Invoiced From
This field is displayed when you select Invoiced
From in the Criteria
field.
Specify a date to limit the search results to orders invoiced
on or after that date.
Invoiced To
This field is displayed when you select Invoiced
To in the Criteria
field.
Specify a date to limit the search results to order invoiced
up to but not after the specified date.
Line Type
This field is displayed when you select Line
Type in the Criteria
field.
Select a line type to limit the search results to orders with that type of
line.
Select All to include all orders regardless of line
type.
Select Special to include only orders with special
lines.
Select Non-stock to include only orders with non-stock
lines.
Select Stock to include only orders with stock
lines.
Product
This field is displayed when you select
Product in the Criteria field.
Specify a product to limit the search results to orders for that product. The
product does not have to exist in your inventory. You can specify a catalog product; a
non-stock product; or a customer product number, bar code, supersede, or interchange
defined in Product Extended Product Cross Reference Setup.
If the product that you specify is not set up in Product
Setup, Product Extended Product Cross Reference Setup is
used to cross-reference it to one of your inventory products.
If you specify an interchange or barcode product name and the
product has a Product Extended Product Cross Reference Setup
record, this message is displayed: Cross Reference
Product Selected For Use (cross reference type). The type of product
(interchange, barcode) is included with the message. Crossref appears below the Customer Purchase Order #field to indicate an Product Extended Product Cross Reference Setup record is
being used, and the product name is changed. •You must have the auto lookup feature
activated to successfully enter an interchange product. If the auto lookup feature is not
activated when you enter an interchange product, non stock appears.
If you close the Sales Order Inquiry window and access the
function again, the interchange product appears properly.
If you specify a customer product number, the field is changed to the
cross-referenced product and Crossref appears below the Customer PO field, but no message
is displayed.
Catalog products and stocked products can be
cross-referenced. A window is displayed when a catalog interchange product is specified.
When you accept the default of yes, the catalog interchange product and this message are
displayed: Cross Reference Product Selected For Use
(Catalog-Interchg).
Leave the Product field blank to display information for all orders. If no product is
specified, the Value of the line item appears in the far right column instead of
the Quantity. •If notes exist for this product in the Notes file, an asterisk (*) or
exclamation point (!) appears next to the product. If an exclamation point appears, it
means the notes are required and you should review them before continuing.
Product Type
This field is displayed when you select Product
Type in the Criteria
field.
Select the product type to limit the search results by product type.
Use this field with the product field to limit the search results to Order
Entry line items, kit components, tally components or implied core products.
Product restriction information is stored at the line level. If you are
searching for an order that contains a restricted product, you must select the Product on
Orders Only or the All Orders and Kit Components search criteria if you are searching on
the Criteria view. Only these options conduct line level searches.
Select Product on Orders
Only to include orders with the product. When you select Product on Orders Only, a line level search is performed.
This type of search returns results faster than the All Orders
and Kit Components option which searches components before searching lines.
Select Product used as Kit Component to include only
orders with kit component products.
Select Product used as Tally Component to include only
orders with tally component products.
Select Product used an Implied Core to include only
orders with implied core products. When you select Product used as an Implied
Core in this field, you can also specify what type of core product you are
searching for and a time period in months to further limit the qualifying orders.
Select All Orders and Kit Components to include all
orders and kit components.
Promised From
This field is displayed when you select Promised
From in the Criteria
field.
Specify a date to limit the search results to orders promised
to ship from the warehouse on or after that date.
Promised To
This field is displayed when you select Promised
To in the Criteria
field.
Specify a date to limit the search results to orders promised
to ship from the warehouse up to but not after the specified date.
Record Count
This field is displayed when you select Record
Count in the Criteria
field.
Specify the number of records to include in the search
results.
Reference
This field is displayed when you select
Reference in the Criteria field.
Specify reference information to limit the search results to
orders with that information.
Requested Ship From
This field is displayed when you select Requested
Ship From in the Criteria
field.
Specify a date to limit the search results to orders with a
customer requested ship date on or after that date.
Requested Ship To
This field is displayed when you select Requested
Ship To in the Criteria
field.
Specify a date to limit the search results to orders with a
customer requested ship date up to but not after the specified date.
Restriction Code
This field is displayed when you select Restriction
Code in the Criteria
field.
Specify a restriction code to limit the search results to
orders with that restriction code.
If you specify a restriction code, you must specify
additional sarch criteria.
Restriction Override Only
This field is displayed when you select Restriction
Override Only in the Criteria
field.
Select this option to limit the search results to order where
a product restriction override was used.
If you select this field, you must specify additional sarch
criteria.
Sales Rep External
This field is displayed when you select Sales Rep
External in the Criteria
field.
Specify the external sales rep initials to limit the search
results to orders that are assigned to that sales rep.
Sales Rep Internal
This field is displayed when you select Sales Rep
Internal in the Criteria
field.
Specify the internal sales rep initials to limit the search
results to orders that are assigned to that sales rep.
Sales Warehouse
This field is displayed when you select Sales
Warehouse in the Criteria
field.
Specify a warehouse to limit the results to orders with that
originating warehouse when the order is created for a different warehouse.
Saved Searches
If you have saved previous search criteria, select your saved
search to use the same search parameters.
Ship To
This field is displayed when you select Ship
To in the Criteria
field.
Specify a customer ship to number to limit the search results
to orders for that customer ship to address.
Shipped From
This field is displayed when you select Shipped
From in the Criteria
field.
Specify a date to limit the search results to orders with an
actual ship date on or after that date.
Shipped To
This field is displayed when you select Shipped
To in the Criteria
field.
Specify a date to limit the search results to orders with an
actual ship date up to but not after the specified date.
Show Only Direct Order Lines
This field is displayed when you select Show Only
Direct Order Lines in the Criteria field.
Select this option to limit the search results to orders with
direct order, also known as drop ship, lines.
Stage
This field is displayed when you select
Stage in the Criteria
field.
Select an order stage to limit the search results to orders in that
stage.
Suspended Only
This field is displayed when you select Suspended
Only in the Criteria
field.
Select this option to limit the search results to orders that
are suspended in Sales Order Entry. The Suspended /Floor Plan column displays an ‘s’ for suspended orders or an ‘f’
for Floor Plan orders.
Taken By
This field is displayed when you select Taken
By in the Criteria
field.
Specify initials to limit the search results to orders that
were taken by that individual.
To Submit Date
This field is displayed when you select To Submit
Date in the Criteria
field.
Specify a date to limit the search results to orders with a
submission date up to but not after the specified date.
Tracker #
This field is displayed when you select Tracker
# in the Criteria
field.
Specify a tracker number to limit the search results to orders with that
tracker number.. Tracking documents are created in the Overseas Trade (OT) module to track
individual purchase orders or purchase order lines that are being shipped from an overseas
vendor. The third party shipping applicationalso creates tracker numbers that you
can use to limit your search.
Transaction Types
This field is displayed when you select Transaction
Types in the Criteria
field.
Select a transaction type to limit the search results to that type of order
transaction.
Select All to display all orders, regardless of
transaction type.
Warehouse
This field is displayed when you select
Warehouse in the Criteria field.
Specify a warehouse to limit the search results to orders for that
warehouse.
Warehouse Transfer Billed Orders
This field is displayed when you select Warehouse
Transfer Billed Orders in the Criteria field.
Use this field to limit orders in the search results to warehouse transfer
billed orders.
Select All to include all orders.
Select Billed Only to include only warehouse transfer
billed orders.
Select Exclude Billed to include all orders except
warehouse transfer billed orders.