Searching for Sales Orders

If you know basic details about an order, you can use the Search screen in Sales Order Entry to locate it.

Note: If your company is using Solar Eclipse and running Eclipse Forms, you can create snapshots of your orders. For information about purchasing Solar Eclipse licenses or running Eclipse Forms for your company, please contact your inside salesperson.

To search for a sales order:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
In the PrcBr field, if accessible, type the number that identifies the branch that receives credit for the order.
In the Ship To field, enter all or part of the customer's name to do one of the following:

If...	Then...
the order selection screen displays	continue with the next step.
the Customer Primary Index list displays	select the customer from the list and press Enter to display the order selection list.

Select Search from the list and press Enter to display the Search screen.
Complete any of the following fields.

Field	Description
Order #	A letter S followed by a series of unique numbers that identifies the sales order.
Cust PO #	The number the customer has assigned to this order for tracking purposes. Note: If only non-alphanumeric characters are entered, duplicate POs are not recognized.
Ship Addr	The address to which to ship the requested items.
Product	A keyword or phrase that identifies a product on the order. Press Enter to display the Primary Product Index list and select the product.
Cust Rel#	The customer release number is a control code the customer assigns to an order for tracking purposes; for example, to identify a specific job or area within a branch. It is assigned in addition to the PO number.
Line Item Rel #	The line item release number is a control code the customer assigns to a product for tracking purposes. It is assigned in addition to the purchase order number.

Note: If you enter field information that is not valid for the customer you selected, you cannot enter information in another field until you remove the invalid information. For example, if you enter ABC123 in the Cust PO # field and no orders contain this purchase order number, you cannot enter information in a different field until you remove the information from the Cust PO # field.

Use hot keys, as needed:

To...	Use this hot key...
include or exclude open orders in the search	Orders If an asterisk (*) is in the field, the system removes it. If an asterisk is not in the field, the system inserts one.
include or exclude bids in the search	Bids If an asterisk (*) is in the field, the system removes it. If an asterisk is not in the field, the system inserts one.
include or exclude invoiced orders in the search	Invoices If an asterisk (*) is in the field, the system removes it. If an asterisk is not in the field, the system inserts one.
show results for a selected branch	Branch # The cursor moves to the Branch # field. Enter a number that identifies the branch or enter ALL to search all branches.
show results for a selected date range	Start Dt / End Date The cursor moves to the Start Dt field. Use the Start Dt and End Date fields to specify the date range within which to search.

Press Enter to display orders that fit the criteria you selected.
From the selection list that displays, select the desired order and press Enter.