Sales Order/Invoice Inquiry

inquiry functions

Last Revised: 08/19/13

This program allows the operator to view existing orders/invoices and edit them.

Sales Order/Invoice Inquiry
(O) Enter Existing Order#	If you know the order number to a particular sales order, you can enter it in using this option. Even if you don't, you can use the F2 hotkey to search for the sales order by order number. The rest of the information on the screen will then automatically fill in.
(I) Enter Existing Invoice#	If you know the invoice number to a particular sales order, you can enter it in using this option. Even if you don't, you can use the F2 hotkey to search for the sales order by invoice number. The rest of the information on the screen will then automatically fill in.
(C) Display Customer Orders	If you would like to view a sales order by customer, you can either enter in information you know about the order, or you can use the F2 hotkey to search for the sales order. Once the sales order has been found, you can choose it from a list.
(P) Display Salesperson Orders	If you would like to view a sales order by salesman, you can either enter in the salesperson number, or you can use the F2 hotkey to search for the salesman. Once the salesman has been found, you can choose it from a list.
(B) Display Branch Orders	If you would like to view a sales order by the branch, choose this option. A list of orders organized by branch will display and you can choose from the list.
(A) Display All Orders	Choosing this option displays all of the sales orders entered into Dynamo. You can choose the sales order you want from the list.

Once a sales order has been selected, a list of options displays. Each of these options is marked with an asterisk '*', the letter 'A', 'D', 'S', or a blank:

An asterisk '*' indicates there is data available to display for this option.
The letter 'A' indicates that no data is available, but you may select this option and enter information.
The letter 'D' indicates this option is disabled.
The letter 'S' indicates you do not have sufficient security clearance for this option.
A blank next to an option indicates there is no data to display.

Menu Options
1. Customer Info	Edit the customer contact information.
2. Shipping Info	Edit the shipment information, such as the address, the sales tax, the carrier, and the tracking number, etc.
3. Heading Info	Edit the heading information, including the branch, who took the order, the date ordered/shipped, the invoice information, and the gross margin percent, etc.
4. Line Items	Add, change, or delete items to be sent to the customer.
5. Payments	Select the desired method of payment.
6. Print/Fax/Email	Choose which type of document you would like sent to the customer. After you have chosen, Dynamo will ask if you'd like the document printed, emailed, or faxed. Document Selection for an order that has been converted into a quote Document Selection for an order that has not yet been invoiced Document Selection when an order has been invoiced Sample documents: Order Acknowledgment Packing List/Billing Copy Notification of Shipment Proforma Invoice Invoice Quotation
7. Shipment Tracking	Track the shipping of the sales order. After viewing the information stored about the package in Dynamo, hitting enter will take you to the UPS website where you can track the package.
8. Timestamps	View when the sales order was changed, who changed it, and what was changed.
9. Inventory Postings	View which orders were posted to the inventory.
10. G/L Postings	This function shows a listing of the general ledger accounts that items have been posted to. This screen will display credited and debited accounts.
11. Customer Inquiry	Displays contact information for the customer on this particular sales order.