26
Order Inquiry by Entry Date RLM System

Order Inquiry by Entry Date

Embed Size (px)

DESCRIPTION

Order Inquiry by Entry Date. RLM System. What is Order Inquiry?. Customer Orders that arrive in RLM (either via EDI or Data Entry) can be viewed using the Order Inquiry function - PowerPoint PPT Presentation

Citation preview

Page 1: Order Inquiry by Entry Date

Order Inquiry by Entry Date

RLM System

Page 2: Order Inquiry by Entry Date

Page 2What is Order Inquiry?

• Customer Orders that arrive in RLM (either via EDI or Data Entry) can be viewed using the Order Inquiry function

• However, certain accounts like JC Penney send many unique PO numbers, making it difficult to tally the total amount ordered for a given period

• The Order Inquiry by Entry Date relies on the fact that these orders come in on specific days of the week to provide a count of ordered units and their status in the fulfillment process.

(Skip to Main Menu)

Page 3: Order Inquiry by Entry Date

Page 3Glossary of Training Terms

• The following terms will be used throughout this training program:– Field: A line on the screen into which you enter

information– Value: The information (data) being entered in the

field. Example: Division number, FGPO number– Click: Also “Select.” Hitting the left mouse button

once. This will place your cursor into a field– Tab: Using the tab key to advance to the next input

field– Return: Moves you back one screen. Will also return

a selection (F2 key)– Exit: Closes the program and returns you to the menu

(F3 key)

Page 4: Order Inquiry by Entry Date

Page 4Using the RLM System

• These are the primary RLM icons you will use:– Search: Located next to entry fields. Clicking this

icon brings up a pop-up window with a list of all possible values for the field (for example, the next to the Division field will show a list of all divisions) (Shift-F9 keys or F21 key)

– Select: Located on the Search pop-up windows. You may click on a line and click Select to return its value to the main screen

– OK (Submit): Located in the bottom right corner of each screen. Processes the information on screen and brings you to the next screen

– Return (Back): Located at the top of each screen. Click this icon to go back one screen (F2 key)

– Exit: Located at the top of each screen. Click this icon to return to the menu or close a pop-up (F3 key)

Page 5: Order Inquiry by Entry Date

Page 5

Enter your User ID and

Password here

Note: User ID and Password are assigned by MIS. The password IS case-sensitive.

Sign On

Click OK

Page 6: Order Inquiry by Entry Date

Page 6

Click OK

Welcome

Page 7: Order Inquiry by Entry Date

Page 7

Enter your company number

If you don’t enter a Company or enter the wrong number, you will receive this

error: Click OK

Select Application

Enter the application number for the menu

or click the correct button in the menu at

left

Enter the application number for the

“Allocation Dept Main Menu” or click the

correct button in the menu at left

Note: This Inquiry is also on the Salesman Inquiries

Main Menu

Page 8: Order Inquiry by Entry Date

Page 8Allocation Dept Menu

Click “Order and Billing

Online Inquiry”

Page 9: Order Inquiry by Entry Date

Page 9Order Inquiry Menu

Click “Special Options Menu”

Note: This menu may also be accessed from the “Order Inquiries” main menu option or from “Order Entry Main,” option 4

Page 10: Order Inquiry by Entry Date

Page 10Order Inquiry Special Options Menu

Click “Order Inquiry by

Order Date”

Page 11: Order Inquiry by Entry Date

Page 11Select Date, Division and Account

Select the date. Use the arrows to change

months or years. Click OK when done

The Date defaults to

today. Click the to select

Page 12: Order Inquiry by Entry Date

Page 12Account is Mandatory!

Account is mandatory. Type the

number or click the icon to select (see

next slide)

If you pressed Enter (or the check icon below) with a blank Account field, this error appears. Click OK to

continue

Page 13: Order Inquiry by Entry Date

Page 13Search for Customer Account

Common Searches are “Account Name”

…or “Account #, EDI Alpha Store”

Click the arrow to open a search window

Page 14: Order Inquiry by Entry Date

Page 14Customer Search Options

Search for Customer by

Name

Search for Customer by

Account Number, EDI Alpha Store

Double-click a line to select…

Double-click a line to select…

…or first enter a search value and press Enter to search the list

…or first enter a search value and press Enter

to search the list

Page 15: Order Inquiry by Entry Date

Page 15Submit Search Request

Click OK to submit

Type a division number or leave

blank for all divisions

Page 16: Order Inquiry by Entry Date

Page 16Loading Message

If this message does NOT appear, there are no orders for the selected date, and the next screen will be blank lines only

(see next slide)

Page 17: Order Inquiry by Entry Date

Page 17No Orders for Selected Date and Account

Click Return (F2) to go back

and select a new date

Page 18: Order Inquiry by Entry Date

Page 18Inquiry Results Screen

Style information (by size) Status of OrderDates

Grand (Daily)

Totals and “Position

To” (Search)

fields

Each PO has a

subtotal of units for the PO

Page 19: Order Inquiry by Entry Date

Page 19Inquiry Results

Click the bottom slider bar to see the Shipped and Canceled columns (off-screen to the right)

Note that if Ship and Cancel totals are blank there will be no

data in those columns

Page 20: Order Inquiry by Entry Date

Page 20Position To and Refresh

In this view you may type in a division or PO number and press

Enter (if there are multiple) to jump down the list

Click Refresh at any time to reset the list

with the most current information

Page 21: Order Inquiry by Entry Date

Page 21Summary by Style/Fabric/Color/Size

To see a summary of the day’s orders by Style and Size, click “Summary by

Item” (F9)

Page 22: Order Inquiry by Entry Date

Page 22Summary by Style/Fabric/Color/Size

Note that Customer PO is now listed as “ALL”

since the style/size may be on multiple POs

Click “Summary by Customer PO” to return

to the other sort sequence (F9)

Page 23: Order Inquiry by Entry Date

Page 23Display Prepack Only

Click “Display Prepack Only” (F7) to remove

00A styles from the list

Note the word “Prepack” in the list

header

Page 24: Order Inquiry by Entry Date

Page 24Display 00A Only

Click “Display Single Item Only” (F8) to

remove PPK styles from the list

Note the words “Single Item” in the list header

Page 25: Order Inquiry by Entry Date

Page 25Display 00A Only

Click “Display All” (F6) show all styles for the

selected date and account

Note there are no extra words in the list header

Page 26: Order Inquiry by Entry Date

Page 26Questions/Comments?

• Email [email protected] keyword: RLM