Following Up on Lot Item Orders

Use the Customer Calling Queue window to follow up on lot item orders that have a status of either Call When Available, Call When Complete, or Call When Specified. Monitoring this queue helps you to resolve problems and prevent lost sales.

To follow up on a lot item order:

From the Orders > Queues menu, select Customer Calling Queue to display the Customer Calling Queue screen.
In the Brch field, enter the code that identifies the branch or territory for which to review lot items. To review orders in all branches and territories, enter ALL.
In the Type field, enter LOT ITEMS to display a list of orders that include one or more lot item generations.

Note: For information about the other queue types, see Monitoring the Customer Calling Queue.

To reduce the number of records that display, complete any of the following fields:

Field	Description
Writer	The login ID of the employee who entered the order.
End Dt	The lot items' shipment date, or the next follow up date from the Lot Item Status screen.
In Slsp	The login ID of the employee who manages the customer's sales.
Via	The method used to ship the order to the customer.
Credits	Indicates whether credits are included (negative items, like returns).
Out Slsp	The login ID of the employee who entered the first order for this customer.

Press Enter to display a list of lot item orders that match your search criteria.
Review the following, as needed:

Column	Description
Ship-to Customer	The name of the customer to whom the lot item materials will be sent. To view orders by the billed customer, click the up arrow.
Phone Number	The customer's contact number, in case you need to notify them of potential problems.
Order #	The number the system assigned to the order upon creation.
Br	The branch at which the order was written.
PO #	The number that identifies the customers' purchase order.
Via	The method used to ship the order to the customer.
Order Amount	The total dollar amount purchased on the order. The L at the end of the amount indicates that this order includes a lot item.

To view the materials for a lot item order, select it and use the ViewItems hot key and then the View Lot Item Mat'l Detail hot key to display the Lot Item Material Detail screen. Press Esc twice to return to the queue.
Press F12 to exit the screen.