Inventory Control Menu -> Sales Inventory/Rental Inventory -> INQUIRY button -> Inventory Inquiry
Texada Web Stand-Alone Menu -> TW - Parts/TW - Assets INQUIRY button -> Inventory Inquiry
Counter Menu -> Counter Worksheet product details -> Inventory Search window -> Select field window -> Inventory Inquiry
Inventory Control Menu -> Detailed Inventory Inquiry -> INQUIRY button -> Inventory Inquiry
This inventory information option can potentially encompass all
inquiry screens for sales and rental equipment, but it can also be
customized to limit employee access to provide only the information
that the employee requires, as setup in the Inventory Inquiry Categories.
Access to each inquiry option is dependent on the Inventory
Inquiry Category assigned to the employee in Operators.
e.g. Counter, Sales, Accounting, Service Department, Delivery
This inquiry option can be accessed from the Inventory
menu, or from Sales Inventory/Rental Inventory by clicking on the
INQUIRY button at the bottom of the screen after
selecting a product.
It can also be accessed from the product detail Inventory Search window in the Select field
of Counter Worksheet.
Note: When viewing Open documents in the Document
Inquiries options of this inquiry, all eligible open
documents with any outstanding products are included in the
display, and all products on those documents are listed regardless
of the individual product status.
Whereas the document windows on the Detailed
Inventory Inquiry using the Open documents selection,
only displays the outstanding products on the documents and
suppresses the closed or filled products.
Note: The Function name for each information topic is
listed in brackets beside the topic name below (e.g. RSRQ50F).
Use these function names to define which topics should be viewed
when setting up the Inventory Inquiry
Categories.
The complete inquiry option list includes:
This information is not applicable to Sales parts.
Click on the SALES HISTORY button to view the Sales Product History.
A window is provided to view View Inventory Change Quantities.
Document Inquiries (TITLE):
Selection filters can be applied using the Document Search Utility that provide the option to
choose the contracts using the following selection range criteria:
Document#, Date Out, Date Due, Bill Name, Ship Name, Customer,
Site, Product, Group, Class, Division, and Location.
Billed contracts, Current/History, or Open/Closed contracts can all
be specified for the selection list.
Windows are then provided to view the Status and Pickup Trx, contract Header, Details, Totals, and any invoices generated from the contract, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to
choose the invoices using the following selection range criteria:
Document#, Date Out, Date Due, Bill Name, Ship Name, Customer,
Site, Product, Group, Class, Division, Location, and Invoice
Type.
Current/Batch/History invoices can all be specified for the
selection list.
Windows are then provided to view the invoice Header, Details, Totals, and the original contract where applicable, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to look for the exchanges using the following selection range criteria: Contract#, Date, Old Product, New Product, Group, and Class.
The Exchange History Inquiry screen displays Date, Time,
Products In and Out, and the contract#. An Asterisk (*) identifies
any unconfirmed exchanges.
Click the EXP/CON button or press <F9> to view
product descriptions, Meter information and Notes.
The window on the Contract# field provides further windows to view the Status and Pickup Trx, contract Header, Details, Totals, and any invoices generated from the contract.
Selection filters can be applied using the Document Search Utility that provide the option to choose the reservations using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.
Windows are then provided to view the reservation Header, Details, and Totals, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to choose the quotations using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.
Windows are then provided to view the quotation Header, Details, and Totals, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to
choose the W.O. using the following selection range criteria:
Document#, Date Due, Bill Name, Ship Name, Customer, Site, Product,
Group, Class, Division, and Location.
Current, History, or both can be specified for the W.O. selection
list.
Windows are then provided to view the W.O. Header, Parts Details, and Totals, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to choose the estimates using the following selection range criteria: Document#, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.
Windows are then provided to view the estimate Header, Parts Details, and Totals, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to choose the orders using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.
All orders, or only open orders can be specified for the
list.
Windows are then provided to view the order Header, Details, and
Totals, as outlined in View Document
Information.
Selection filters can be applied using the Document Search Utility that provide the option to
choose the P.O. using the following selection range criteria:
Document#, Date Out, Vendor, Product, Group, Class, Division, and
Location.
Open, Closed, or both, can be specified for the selection list.
Windows are then provided to view the P.O. Header, and product Details, as outlined in View Document Information.
Selection filters can be applied using the Document Search Utility that provide the option to
choose the warehouse transactions using the following selection
range criteria: P.O.#, Date, Vendor, Product, Group, Class, and
Location.
Open, Closed, or both, can be specified for the selection list.
The warehouse receiving inquiry screen displays Warehouse Trx#,
Vendor#, Name, Date, and P.O.# where applicable.
Click the EXP/CON button or press <F9> to view
vendor product#, packing slip, quantities received and invoiced,
A/P cost, A/P invoice#, location, and closed flag.
The window on the P.O.# field provides further windows to view Purchase Order Header, and product Details.
General Inquiries (TITLE):
Note: The Requirements Inquiry also provides the ability to check on complete product and group bookings.
Note: This option does not apply and is not available if the Attachment feature has not been activated, by defining the directory in the Directory for Attachments field in the Company Miscellaneous Parameters.
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