Document Inquiry


Counter Menu -> Inquiries -> Document Inquiry

Customer Contact -> Customer Contact Information -> Document Inquiry


This inquiry utility provides complete details on the different documents in the system as outlined in View Document Information.

Note: Some "service only" documents may not be visible in this inquiry, as the status of the document may be based on the product details.

Access the document information as follows:

CONTRACTS (RSRQ51A)
This window displays complete details on closed and open contracts.

A detailed search screen provides the option to choose the contracts using the following selection filters:
Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, source Reservation, 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.
The header provides the ability to view any subcontractor records added to the contract and displays the Date/Time created.


INVOICES (RSRQ51B)
This window displays complete details on invoices, current, batch and history.

A detailed search screen provides the option to choose the invoices using the following selection filters:

Windows are then provided on the resulting list of invoices to view the invoice Header with the Date/Time created, the Details, Totals, and the original contract where applicable.

After selecting an invoice from the invoice search, click the PRINT button to print a copy of the invoice.
Note: This PRINT button is not available when the invoice is viewed from an indirect search, such as by drilling down to invoice billings from a source document like a contract or W.O.


EXCHANGES (RSRQ51C)
This window displays the details on product exchange transactions, as entered in Product Exchanges By Customer.

A detailed search screen provides the option to look for the exchanges using the following selection filters:
Contract#, Date, Old Product, New Product, Group, and Class.

The Exchange History Inquiry screen displays Date, Time, Products In and Out, and the contract#. Confirmed exchanges are identified.

Click the EXP/CON button to view product descriptions, Meter information and Notes and the Date/Time created

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.


RESERVATIONS (RSRQ51D)
This window displays complete details on existing reservations, as entered in Reservations.

A detailed search screen provides the option to choose the reservations using the following selection filters:
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 with the Date/Time created, Details, and Totals.


QUOTATIONS (RSRQ51E)
This window displays complete details on existing rental or sales quotes, as entered in Quotations.

A detailed search screen provides the option to choose the quotations using the following selection filters:
Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.

The list of associated Quotes displays by Quote number with the date, division, salesman code, ship-to name or site, and the quote status.
The Bill-To name is displayed in the expanded record and windows are provided to view the quotation Header with the Date/Time created, the Details, and Totals.


WORK ORDERS (RSRQ51F)
This window displays complete details on closed and open Work Orders, as entered in Work Orders.

A detailed search screen provides the option to choose the W.O.s using the following selection filters:
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 with the Date/Time created, Parts Details, and Totals.


ESTIMATES (RSRQ51J)
This window displays complete details on existing estimates, as entered in Work Order Estimates.

A detailed search screen provides the option to choose the estimates using the following selection filters:
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.


SALES ORDERS (RSRQ51G)
This window displays complete details on existing sales orders, as entered in Sales Orders.

A detailed search screen provides the option to choose the orders using the following selection filters:
Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.

Windows are then provided to view the order Header, Details, and Totals.


PURCHASE ORDERS (RSRQ51H)
This window displays complete details on closed and open Purchase Orders, as entered in Purchase Orders.

A detailed search screen provides the option to choose the P.O.s using the following selection filters:
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.


WAREHOUSE TRX'S (RSRQ51I)
This window displays complete details on closed and open warehouse receiving transactions, as entered in Warehouse Receiving.

A detailed search screen provides the option to choose the warehouse transactions using the following selection filters:
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 EXP/CON 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.

Similar searches are provided by a specific product from Inventory Inquiry.


Topic Keyword: RSRQ53
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)