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Quantum VS Help: Finder |
You may use the Finder to:
show details of Forward Order lines on Sales Orders;
locate specific Forward Order lines; and
open a Sales Order containing a Forward Order line for viewing/editing.
Note: Forward Ordering is a system whereby a 'Forward' Product or Special line added to the Sales Order is assigned a Required Date - on which the Customer requires the goods to be delivered (which partially determines when the line can be released for Picking/Despatch) - and an Allocation Date - on which free stock can be allocated - or 'released' - to the order line. These will typically be dates in the future, although they may be any date from 'today' onwards. For further details see Forward Orders.
Note: The Sales Orders Report may also be used to list Forward Orders.
Note: You may retrieve documents related to Sales Orders and Forward Order lines - 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.
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 Forward Order Lines in the Finder:
From the Home tab: under search, select Forward Orders.
Or: Use the search section in the Mega Menu to select Forward Orders.
Or: From the main menu: select Edit > Search, then select Forward Orders.
Or: In the Finder: click the 'down' arrow on the Search... button and select Forward Orders from the menu.
Your Forward Order lines will be listed in the Finder. For example:
The line number, Sales Order number and other line details are displayed for the Forward Order line. For further details and column definitions see Forward Orders.
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.
You may select the Branch which issued the Sales Order using the Branch menu on the Finder Toolbar.
To open the Sales Order containing the Forward Order line from the Finder, either:
Click the Sales Order Number hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
Note: You may also open Sales Orders via the hyperlinks on related sales documents, such as Picking Notes, Despatch Notes and Sales Invoices.
The record will open in a new tab. For further details see Working With Sales Orders.
The following hyperlinks are also available in this Finder. Click:
Product Code: Click to open the Product record associated with this Forward Order line.
Customer Account: Click to open the Customer record associated with this Forward Order line.
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.
Forward Orders have the following Search options:
Document: Display Forward Order Lines (and search results) in Sales Order number order.
Customer Account: Display Forward Order Lines (and search results) in Customer Account order.
Product: Display Forward Order Lines (and search results) in Product Code order.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
You may also change the sort order by selecting either A to Z or Z to A.
You may filter records by date range by entering/selecting a date in the following fields:
From and/or To Allocation Date
From and/or To Expected Date
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.
To find a Forward Order line which contains a specific product: select Product in the Sequence menu before entering a product-related search term.
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 Forward Order Lines:
1. Click Advanced on the Finder Toolbar.
2. You may filter Forward Order lines by Allocation Date and/or Expected Date by entering/selecting a date in the From and/or To fields (e.g. 01/01/20XX). Click Today to enter today's date.
On clicking the Search icon, only Forward Order lines with an Allocation/Expected Date in the selected range will be displayed.
3. By default, Forward Order lines of all (a) Account Types, (b) Sales Order Statuses, (c) Stock Statuses, (d) Purchase Order Statuses, (e) Delivery Types, (f) Order Types, (g) Order Origin types and (h) Forward Order Status are displayed in the results (i.e. all of the Account Type, Sales Order Status, Stock Status, Purchase Order Status, Delivery Type, Order Type and Order Origin fields are checked). To reduce the number of results you may uncheck the following fields:
Account Type:
All: Show Forward Order lines of every Account Type
Credit Sales: Show Forward Order lines which relate to Credit Sales
Cash Sales: Show Forward Order lines which relate to Cash Sales
Sales Order Status:
All: Show Forward Order lines of every Order Status
Open: Show Forward Order lines from Open Sales Orders
Normal: Show Forward Order lines from Normal Sales Orders
Parked Order: Show Forward Order lines from Parked Sales Orders
Held: Show Forward Order lines from Held Sales Orders
Cancelled: Show Forward Order lines from Cancelled Sales Orders
Partly Invoiced: Show Forward Order lines from Partly-Invoiced Sales Orders
Fully Invoiced: Show Forward Order lines from Fully-Invoiced Sales Orders
Stock Status:
All: Show Forward Order lines of every Stock Status
Available Stock: Show Forward Order lines with available stock
Stock Exceptions: Show Forward Order lines with stock exceptions; i.e. Forward Order lines which cannot be satisfied by current stock levels
Purchase Order Status:
All: Show Forward Order lines associated with every Purchase Order Status
Outstanding: Show Forward Order lines from Outstanding Purchase Orders
Part Delivered: Show Forward Order lines associated with Part-Delivered Purchase Orders
Fully Delivered: Show Forward Order lines associated with Fully Delivered Purchase Orders
Parked: Show Forward Order lines associated with Parked Purchase Orders
Undelivered: Show Forward Order lines associated with Undelivered Purchase Orders
Delivery Type:
All: Show Forward Order lines from every Sales Order Delivery Type
Collect Now: Show Forward Order lines from Collect Now Sales Orders
Collect Later: Show Forward Order lines from Collect Later Sales Orders
Delivered: Show Forward Order lines from Delivered Sales Orders
Order Type:
All: Show Forward Order lines from every Sales Order 'Order Type'
Order: Show Forward Order lines from 'Order' Sales Orders
Deposits: Show Forward Order lines from 'Deposit' Sales Orders
CODs: Show Forward Order lines from 'COD' Sales Orders
Pro-Forma: Show Forward Order lines from 'Pro-Forma' Sales Orders
Order Origin:
All: Show Forward Order lines from every Sales Order origin
Application: Show user-added Forward Order lines (i.e. non-web-derived Forward Order lines added by a user within the Quantum VS application)
Highway: Shows Forward Order lines derived from Quantum VS Highway
Web: Show web-derived Forward Order lines (i.e. orders added via a website)
Forward Order Status:
All: Show Forward Order lines of every status type
Unallocated: Show Forward Order lines with the status Unallocated
Allocated: Show Forward Order lines with the status Allocated
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 Forward Order Lines from Parked Sales Orders:
Under Sales Order Status, ensure only the Parked Order box is checked.
Ensure All or at least one Account Type box is checked.
Ensure All or at least one Stock Status box is checked.
Ensure All or at least one Purchase Order Status box is checked.
Ensure All or at least one Delivery Type box is checked.
Ensure All or at least one Order Type box is checked.
Ensure All or at least one Order Origin box is checked.
Ensure All or at least one Forward Order Status box is checked.
4. 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(s) and edit the Date Range fields as necessary then click the search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Forward Prices
