Order Intake Query

Sales Orders > Order Intake Query

Order Intake Query

You use this program to analyze the intake of sales orders according to a range of selection criteria.

Options

Field	Description
Transaction dates selection	These options enables you to indicate the dates for which you want to include sales order lines in the query.
Include options
Include branch in product class	Includes the branch when generating the list of product classes. This enables you to analyze product classes separately by branch (useful when the same product exists in different branches).
Include branch in salesperson	Includes the salesperson information by branch (useful when the same salesperson code exists in different branches).

Filter by Key

The tree view in this pane enables you to indicate specific order lines to display in the Sales Order Lines pane, based on specific selection criteria. Changes are reflected as you make your selections.

Field	Description
Key
All	Includes orders for all the key fields listed in the tree view.
Branches	Indicate the Accounts Receivable branch for which you want to display orders.
Customers	Indicate the customer for whom you want to display orders.
Geographic areas	Indicate the geographic area for which you want to display orders.
Operators	Indicate the operator for whom you want to display orders.
Product classes	Indicate the product class for which you want to display orders.
Salespersons	Indicate the salesperson for whom you want to display orders.

Sales Order Lines

Column	Description
Line	The line number allocated to the item when the sales order was originally created. This may differ from the number currently reflected on the order if you lines have been inserted (the lines are renumbered and although the line number on the order may have changed, the line number displayed in the query is not changed).
Value	The Total order intake value displayed at the bottom of this column is recalculated to reflect only the list of orders displayed. This value is realistic only if you selected to generate all order analysis files. In particular, ensure that if you enabled the Orders/lines cancelled option, that you also enable the Output detail lines when cancelling the whole order option.
Operator	The name of the operator who added, changed or cancelled a sales order. See Field considerations in Notes and warnings.
Order quantity	For new sales orders, this is the order quantity entered. For cancelled sales orders, this is the order quantity at the time the order was cancelled. For changed sales orders, this is the difference between the original order quantity and the new (changed) order quantity.
Order unit of measure

Notes and warnings

Restrictions and limits

In order to create the files required by this program, you need to enable the Order Analysis files to be generated setup option.
Blanket sales order details are included if you have enabled the Include blanket sales orders setup option.
Changes made to the header of a sales order after it has been saved, are not reflected in the Order Intake Query (e.g. if you change the salesperson for an order after saving the order, the new salesperson is not reflected against the order in this program.

Only changes made to an order line which affect the value of that order line (e.g. changes to quantity or price) are reflected on the Order Intake Query as changes.
Values are displayed exclusive of tax if the tax code used for a sales order is inclusive and you have enabled the option: Reduce S/O value by tax amount when tax is inclusive.

Field considerations

Operator access to the following fields within this program can be restricted. You configure this using the Security Fields function of the Operators program.

Field Description

SO Operator details order intake query

Field	Description
SO Operator details order intake query	Controls whether an operator can see `operator names` in the Sales Order Lines pane of the Order Intake Query program. All orders are displayed, but the `operator code` is only displayed against orders added, changed or cancelled by this operator. When selecting Operators in the Filter by Key pane, all orders not generated by the current operator are grouped together under a blank operator.

Controls whether an operator can see operator names in the Sales Order Lines pane of the Order Intake Query program.

All orders are displayed, but the operator code is only displayed against orders added, changed or cancelled by this operator.

When selecting Operators in the Filter by Key pane, all orders not generated by the current operator are grouped together under a blank operator.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

Open the program for which you want to insert application help into a customized pane.

This functionality is only available for a program that has panes.
Right-click any form field.

You can also click the triangle menu icon that appears in the title area of a pane.
Select Insert Application Help from the context-sensitive menu.

The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.