Order Entry Catalog Lookup

The Order Entry Catalog Lookup is used to locate and select a Catalog record during Sales Order Entry.  The Order Entry Catalog Lookup is activated from the Order Entry Item Panel when you are entering a new sales order line and use the prompt keys that are located next to the Item# or Manu# windows to find and select the Catalog record for the new line.

The Order Entry Catalog Lookup is similar to other Catalog Lookup programs in the system, but the Order Entry Catalog Lookup filters the Catalog records that are displayed based on the customer being processed in the Sales Order Entry program.  The Order Entry Catalog Lookup will restrict the item numbers that are displayed in the program to only the items that can be ordered by the customer the order is being entered for (please see the following section on filtering logic).

The Order Entry Catalog Lookup is primarily used to select items during order entry, but the program also allows you to perform other tasks that include.

      Viewing and Editing a Catalog Record – The Zoom option in the Catalog Lookup program allows you to access the Catalog Detail program which allows you to edit the information in the selected Catalog record (based on your security rights).

      Viewing and Editing the Warehouse or Inventory records for the selected Catalog record. The Expand option in the Catalog Lookup program allows you to access the Warehouse Lookup, which displays the current quantities for the selected Catalog record in all warehouse locations where the item has been created. The Warehouse Lookup also allows you to access the Inventory Detail program which can be used to edit the Inventory records for the Item (based on your security rights and the inventory normalization settings on your system.

      Viewing or Adding to the Images for the selected Catalog Item.

      Viewing, Editing or Creating Inventory Comments for the selected Catalog record.

More:

Display and Search Sequences

Filtering Logic

Zoom - Catalog Detail

Expand - Warehouse Lookup