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Page 3 Glossary 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)
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Order Inquiry
RLM System
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
• Order Inquiry may be done in a variety of ways, using Account, Customer PO, Bates (internal control) number, Style or a combination of the above
• No changes may be made to Orders from the Inquiry screens. To change an order, contact the EDI and/or Data Entry department(s)
• In addition, Order Inquiry links to Pick Ticket/Invoice Inquiry as well as to Inventory Inquiry (by style)
(Skip to Main Menu)
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 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
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
Click OK
Welcome
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
“Salesmen Inquiry” menu or click the
correct button in the menu at left
Page 8Salesmen Inquiry Menu
Click “Customer
Order Inquiry”
Page 9Order Inquiry Options
Click on a button above to jump to that inquiry selection screen. All selections eventually lead to the individual
Order Inquiry. Click anywhere else on the screen to just go to the next slide
Page 10Select Division
Click OK
Select the Division
Page 11Order Inquiry by Bates Number
Enter the Order Control (Bates) number here
Enter the Division Number here
Click OK to view the Order
Enter the Store Number (optional)
Search options are on next slide
Page 12Inquiry by Bates: Search Options
To Select a Division click this icon: The screen will
change to Select Division
To search by Order Control (Bates) number click
Double-Click the correct order, or
select the line and click
Enter the Account or PO number and press
the Enter key to search the list
Click OK to view the Order
Page 13Customer Purchase Order Inquiry
Page 14Order Inquiry by Customer PO
Enter or Select Division You may enter or
search Customer Account to display a
list of POs
Select Column Display options
here
You may enter a Date Range here
Click OK to display Order(s)
Enter a Customer PO Number to find a
specific order
Note: Sears POs have a special search function. Click here to view
Page 15Search for Customer Account
Common Searches are “Account Name”
…or “Account #, EDI Alpha Store”
Click the arrow to open a search window
Page 16Customer 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 17Sears PO Special Search
In RLM, Sears PO numbers consist of the store # + the PO #. However, Sears’s
Shipsmart system uses the DC # instead of the store, so our PO does not match theirs.
To find a Sears order, type the last six digits
of the PO into the Customer PO field
(e.g. 258033)
Example:Sears PO # 08780258033 (DC 8780)- RLM PO # 01001258033 (Str 1001)- RLM PO # 02453258033 (Str 2453)
Note that all the POs for all the stores on the Sears order
ending with those six digits will appear. Enter a store number
to find a PO for a specific store
Continue with summary listing of POs
Page 18Customer Order Summary Screen
Double-click a line to select and view the
Order
If Account Number was entered without a
Customer PO, a list of POs will appear.
Entering a customer PO number will show
only the requested PO
Page 19“Status of Order” Inquiry
Page 20“Status of Order” Inquiry
Enter Division, Customer #
Enter either Customer PO# or Control/Bates#
Click OK
Page 21Order Inquiry for all Stores
Double-Click any line to display the
invoice or pick ticket
Page 22Display Invoice (F12)
Click Return to go back
Page 23Entire PO Inquiry
Page 24Entire PO Inquiry
Enter Division and Account #
…enter either Customer PO# or Style# to find a specific PO
Click OK
Select Units (default) or Dollars
You may (enter a season –optional) and
press F9 to display all orders for a customer
or…
(Search for Account: F6
)
Page 25Alpha Search for Customer (F6)
Double-Click a line or…
…Type the start of the account name and press Enter
to search the list
Page 26All Orders for Season or Group (F9)
Or double-click a line to view the OrderClick Total by
PO# to switch to Total by
Store view (F6 key)
Select a line, then press Order/All Stores
Pieces (F9) to view Summary of Order by
Style
Select a line, then press Order/All Stores
Pieces (F9) to view Summary of Order by
Style
Page 27Summary of Order by Style (F9)
Page 28Order Inquiry Display by Style
Double-Clicking on any line on the Summary PO screen brings up an options
menu (next screen)
If you typed in a specific PO or Style number this screen appears:
Page 29Order Inquiry Options Menu
Displays previous Screen in USD (button changes to Units from the USD screen)
Displays Order by Style/Color in USD
Displays Selected Order in Units
Replaces Pick Ticket column with Reserved column
Displays Size Breakdown or Prepack info on Summary Screen
Bypass All Options Slides
Click on any button below to view the resulting screen.
Click elsewhere on screen to reveal descriptions
Displays Order Inquiry
Page 30Display In USD
Back to Options Menu
Page 31Display Order by Style/Color in USD
Back to Options Menu
Note that the numbers represent Dollars
Page 32Display Order Control By Units
Back to Options Menu
Double-Click a line to view by size (00As
only)
Page 33Display Order Control By Size (Units)
Back to Options Menu
The first column represents the status or stage of the size
Page 34Order Inquiry
Back to Options Menu
For more details on this screen go to
Order Inquiry Display
Page 35Display Reserved Column
Back to Options Menu
Notice the Reserved column appears
instead of the P/T column
Page 36Display Detail Lines
Back to Options Menu
Extra information about the prepack (or
breakdown by inseam) appears
Page 37The Order Inquiry
• The next slides deal with the Order Inquiry itself, which is the end result of most of the preceding selections
• Function keys on the left sidebar allow further inquiry to Pick Tickets, Invoices and Inventory
Page 38Order Inquiry Display
The basic order inquiry screen has header info and details which can be drilled into:
Header: Order #s, Ship to, Bill
to
Header (cont): PO #s, Dates,
Terms, etc.
Details: Style, Color, Units,
Status
Double-Click a detail line to view more details
Page 39Order Inquiry Display – Multiple Stores
IMPORTANT! Notice the “Number of Stores
for Ctl #). This screen is only the order summary
for ONE (1) store. There may be multiple
stores on the order
Click “Next Customer Order” (F9) to see the next store on the order
To see a summary of all stores for a PO, go to “Entire PO Inquiry”
Page 40Order Special Instructions
Select a detail line and click the Order or Line
Special Instruction buttons to view the
notes
Click Return to close the
popup
Page 41Order Status and Event Codes
• Status:– O: Line has Open units– P: Line has Pick Tickets– R: Line has Reserved Inventory– S: Line has Shipped– w: Order Line is in the Allocation Workfile– W: Order Line has been Allocated– C: Order Line has been cancelled– D: Order Line has been deleted
• Event:– PTINV: Invoiced– PKTPT: Pick Ticket Printed– MANI: Manifested– EPICK: Ended Picking– SPACK: Started Packing– EPACK: Ended Packing
Page 42Detail Inquiry Display
00A styles will display units by size here
Click “Next Line” to view the next line on
the order
Click the button with an invoice number to display
the invoice inquiry
“More Keys” available
here
Page 43Additional Functions
Click “Customer Item” to view the Customer’s
style number
Click Return to close the
popup
Click “History” to see the
changes made to this order
Page 44Order Maintenance History
Click “Toggle Details” to show more
information, including the User who made the
changes Click Return to go back
Page 45Availability by Size
Select a detail line and click “Display Sizes and
Availability” to view Ordered vs. In Stock,
On Order and WIP Click Return to close the
popup
Page 46Appendices
• Bulk (Contract) Order• Inventory Inquiry (F6 from Order)• Pick Ticket/Invoice Inquiry (F7, F8 from
Order)
Page 47Bulk (Contract) Order
Bulks are denoted by “CONTRACT ORDER” in the Ship To area
Units are total for all stores/orders
on the bulk
Page 48Order Inquiry
Select a detail line to check inventory, pick
tickets or invoices
Click “All Picking Documents” for pick
ticket inquiry
Click “Display Invoice” for the invoice (Status
must be PTINV)
Click “Complete Inventory Status” for
inventory inquiry for the selected style
Page 49Invoice/Pick Ticket Inquiry (F8)
Click Return to go back
Page 50All Pick Tickets/Invoices (F7)
Click Return to go back
Double-Click a line to view the Pick Ticket or
Invoice
Page 51Inventory Inquiry (F6)
Select a detail line and click “Complete
Inventory Status” to view inventory and AVS
for that style Click OK
Select a detail line and click “Complete
Inventory Status” to view inventory and AVS
for that style
Page 52Inventory Inquiry
AVS for the style is here, calculated as In Stock+WIP-Unship
Order
Click Return to go back to Inventory Inquiry main
screen (click twice to return to Order Inquiry)
Page 53Final Notes
• Order Inquiry is updated in real time, unlike the AVS tool, which is updated after the end of the day
• Changes made by Allocations, Data Entry or the Warehouse will affect the live data displayed in these inquiries.
