Parts on Order / On Order Details

Topics in this section are:

• Parts on Order

• On Order Details

Parts on Order

Use the Parts on Order screen to view on order details of a selected part. To access the screen, click the Parts on Order link on the Customer Profile screen.

Information fields on the Parts on Order screen are:

Information
Field	Description
Name	The customer's name.
Business Phone Number	The customer's business phone number.
Salesperson	The salesperson assigned to the customer's account.

Fields on the Parts on Order screen are:

Field	Description
Part Number	The number of the part currently on order.
Description	A brief description of the part.
Quantity	The amount of parts on order.
Date Released	The date the order was released.
Date Due	The date the part is to arrive.
Status	The status of the order (e.g. changeable - not yet released, on order, or on back order).
Location	The location the part was ordered from.
Order Number	The transaction order number where the part was ordered from. If the order number is hyperlinked, a memo exists for this order. Click the link to display the memo.

Click a Part Number to open the Parts Profile screen for further information on the selected part.

Note:  If an order has already been released, the system does not allow you to allocate more quantity than what has been placed on order (less any other allocations).

Click Close to complete your work on the Parts on Order screen and return to the Customer Profile screen.

On Order Details

Use the On Order Details screen to view all of the current orders on the system that the selected part number is on. To access the screen, click the On Order Details link on the Parts Profile screen.

Sorting options on the On Order Details screen are:

Sort by
Field	Description
Order Number	Sort the search results by order number.
Due Date	Sort the search results by due date.
Type	Sort the search results by type.

Search fields on the On Order Details screen are:

Field	Description
Show Special Orders	Includes special orders in the on order details search results (e.g. MD - Machine Down). Orders created for customer number $STOCK$ (representing a customer stock order) are always displayed on the On Order Details screen, regardless of whether this checkbox is selected.

Fields on the On Order Details screen are:

Field	Description
	The checkbox indicates the existing stock order you wish to use to allocate parts from to fill your current order quantity needs.
Order Number	The purchase order number.
Type	The type of order (e.g. machine down).
Reference Number	The sales order reference number.
Name	The name of the customer requesting the order.
Date Released	The date the order was released.
Due Date	The order arrival date.
Status	Status of the order (e.g. changeable - not yet released, on order, or on back order).
Quantity	The amount of parts on order.
Allocated	The number of parts on the order that are allocated to customers.
In Transit	The term in transit means on the way. This value is determined by the pending order receipts system.

Move the cursor over an Order Number and select View from the pop-up menu to open the Parts Order screen and view order details.

Move the cursor over an Order Number and select Memo from the pop-up menu to open the Purchase Order Memo screen if there is a memo on the order.

Click the quantity link under the In Transit field to open the In Transit screen to view a list of pending order receipts for the selected part number.

Select the Click here to add to next stock order link to add the part number to the next available stock order.

Click Allocate to work with the checkbox to allocate parts off an existing stock order to fulfill your current order quantity needs.

Click Close to complete your work on the On Order Details screen and return to the Parts Profile screen.