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Quantum VS Help: Finder |
You may use the Finder to list, locate and open Back Order Lines; i.e. back ordered lines on Sales Orders. This includes:
lines for which there was insufficient stock available to fulfil the order (see Insufficient Stock And Back Orders) and
Back-To-Back ordered lines (see Back-To-Back Sales And Purchase Ordering)
which were Purchase Ordered from the Supplier prior to fulfilment of the Sales Order.
Note: You may use the Back Order Manager to list, locate and manage lines from Back-To-Back Sales Orders which have not yet been allocated to a Purchase Order. You may add Back Order lines to an open Purchase Order by double-clicking a line in the Back Order Lines Finder.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Back Order Lines in the Finder:
From the Home tab: under search, select Back Orders.
Or: Use the search section in the Mega Menu to select Back Orders.
Or: From the main menu: select Edit > Search, then select Back Orders.
Or: In the Finder: click the 'down' arrow on the Search... button and select Back Orders from the menu.
Your Back Order Lines will be listed in the Finder. For example:
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
To open the Sales Order associated with the Back Order Line from the Finder, either:
Click the Order No hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Working With Sales Orders.
Note: You may retrieve documents related to Sales Orders - such as Picking Notes, Despatch Notes and Sales Invoices - by retrieving a Sales Order and opening the Tracking tab. See Sales Orders: Tracking Progress After Completion.
Additional hyperlinks within each line enable you to open the following documents related to the Back Order Line:
Product Code: Click to view the Product record the Back Order Line is linked to.
Account: Click to open the Customer record.
The following hyperlinks are available for 'Back-To-Back' Back Order lines only:
Purchase Order: Click to view the Purchase Order the Back-To-Back line was allocated to.
Supplier Account: Click to open the Supplier record.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Back Order Lines have the following Search sequence options:
Document: Display Back Order Lines (and search results) in Sales Order number order.
Customer Account: Display Back Order Lines (and search results) in Customer Account order.
Product Code: Display Back Order Lines (and search results) in Product Code order.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
Supplier Account: Display Back Order Lines (and search results) in Supplier Account order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is Customer Account then enter all or part of the Customer Account number.
Note: You may click the down arrow within the search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Back Order Lines:
1. Click Advanced on the Finder Toolbar.
2. By default, Back Order Lines of all (a) Account Type, (b) Sales Order Status, (c) Purchase Order Status, (d) Invoiced, (e) Back Order Status, (f) Delivery Type, (g) Order Type, (h) Order Origin, (i) Stock Status and (j) Stock Status PO status are displayed in the results (i.e. all of the Account Type, Sales Order Status, Purchase Order Status, Invoiced, Back Order Status, Delivery Type, Order Type, Order Origin, Stock Status and Stock Status PO fields are checked). To reduce the number of results you may uncheck the following fields:
Account Type:
All: Show Back Order Lines relating to sales of every Account Type
Credit Sales: Show Back Order Lines from Credit Sales
Cash Sales: Show Back Order Lines which relate to Cash Sales
Sales Order Status:
All: Show Back Order Lines from Sales Orders of every Status
Open: Show Back Order Lines from 'Open' Sales Orders
Normal: Show Back Order Lines from 'Normal' Sales Orders
Held: Show Back Order Lines from 'Held' Sales Orders
Cancelled: Show Back Order Lines from 'Cancelled' Sales Orders
Partly Invoiced: Show Back Order Lines from 'Partly Invoiced' Sales Orders
Fully Invoiced: Show Back Order Lines from 'Fully Invoiced' Sales Orders
Purchase Order Status:
All: Show Back Order Lines from Purchase Orders of every Status
Parked: Show Back Order Lines from Parked Purchase Orders
No Status: Show Back Order Lines from Purchase Orders which have not yet been assigned a Status
Outstanding: Show Back Order Lines from Outstanding Purchase Orders
Part Delivered: Show Back Order Lines from Part-Delivered Purchase Orders
Fully Delivered: Show Back Order Lines from Fully Delivered Purchase Orders
Undelivered: Show Back Order Lines from Undelivered Purchase Orders
Invoiced:
All: Show Back Order Lines of every Invoiced status
Uninvoiced: Show Back Order Lines associated with a Sales Invoice
Invoiced: Show Back Order Lines not associated with a Sales Invoice
Back Order Status:
All: Show Back Order Lines for every Back Order Status
Back Order Only: Show only 'traditional' Back Order Lines; i.e. Sales Ordered lines which were back ordered due to insufficient stocks
Back To Back Order: Show also Back Order Lines from 'Back-To-Back' Sales Orders
Delivery Type:
All: Show Back Order Lines from Sales Orders of every Delivery Type
Collect Now: Show Back Order Lines from Sales Orders which relate to 'Collect Now' orders
Collect Later: Show Back Order Lines from Sales Orders which relate to 'Collect Later' orders
Delivered: Show Back Order Lines from Sales Orders which relate to 'Delivered' orders
Order Type:
All: Show Back Order Lines from Sales Orders of every Order Type
Order: Show Back Order Lines from Normal Sales Orders
Deposits: Show Back Order Lines from Deposit Sales Orders
CODs: Show Back Order Lines from Cash On Delivery Sales Orders
Pro-Forma: Show Back Order Lines from Pro-Forma Sales Orders
Order Origin:
All: Show Back Order Lines from Sales Orders of every Order Origin
Application: Show Back Order Lines from user-added Sales Orders (i.e. non-web-derived Sales Orders added by a user within the Quantum VS application)
Highway: Show Back Order Lines Sales Orders derived from Quantum VS Highway
Web: Show Back Order Lines from web-derived Sales Orders (i.e. orders added via a website)
Stock Status:
All: Show Back Order lines for every Stock Status status
Available: Show Back Order lines for which there is sufficient stock available
Exception: Show Back Order lines for which there is insufficient stock available
Stock Status PO:
All: Show Back Order lines for every Stock Status PO status
Sufficient On Order: Show Back Order lines for which there is sufficient stock placed on (purchase) order
Insufficient On Order: Show Back Order lines for which there is insufficient stock placed on (purchase) order
Note: Stock Status PO filters must be used in conjunction with the Stock Status filters (see above).
You must ensure that at least one filter from each category listed above is selected, otherwise no results will be returned. For example, to show ONLY Back Order Lines from Parked Purchase Orders:
Under Back Order Status, ensure only the Back To Back Order box is checked.
Under Purchase Order Status, ensure only the Parked box is checked.
Ensure All or at least one Account Type, Sales Order Status, Invoiced, Delivery Type, Order Type, Order Origin, Stock Status and Stock Status PO box is checked.
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field in each category then click the search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Bar Code Records
