Order Inquiry |
  
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The ORDER INQUIRY is useful to determine which orders are due for delivery within a selected date range or to determine which orders came in during a selected date range.
The screen prompts are:
ALL LOCATIONS - When this box is checked, ALL LOCATIONS will display. Individual locations cannot be selected when this is checked. (Location permissions are based on Application User set up.)
LOCATION - From the drop-down list, select the location the inquiry is to be run. (Location permissions are based on Application User set up.)
ALL VENDORS - When this box is checked, "ALL VENDORS" will display. Individual vendors cannot be selected when this is checked.
VENDOR - From the drop-down list, select the vendor for which the inquiry will run.
ALL PATIENTS - When this box is checked, "ALL PATIENTS" will display. Individual patients cannot be selected when this is checked.
PATIENT - From the drop-down list, select the vendor for which the inquiry will run.
ALL CATEGORIES - When this box is checked, "ALL CATEGORIES" will display. Individual categories cannot be selected when this is checked.
CATEGORY - From the drop-down list, select the category for which the inquiry will run.
ALL SERIAL NUMBERS - When this box is checked, "ALL SERIAL NUMBERS" will display. Individual serial numbers cannot be selected when this is checked.
SERIAL NUMBER - To review a single serial number, enter the full and correct serial number.
ALL BILL NUMBERS - When this box is checked, "ALL BILL NUMBERS" will display. Individual serial numbers cannot be selected with this is checked.
BILL NUMBER - To review a single bill number, enter the full and correct bill number.
ALL AP REFERENCE NUMBERS - When this box is checked, "ALL AP REFERENCE NUMBERS" will display. Individual serial numbers cannot be selected with this checked.
AP REFERENCE NUMBER - To review a single AP reference number, enter the full and correct AP reference number. (Note: AP reference number generally means the vendor invoice number.)
SELECT USING - Indicate if orders will be selected based on the ORDER DATE or the DELIVERY DATE.
STARTING DATE - Enter the starting date for the record selection.
ENDING DATE - Enter an ending date for the record selection.
INCLUDE FULLY RECEIVED ORDERS - When this box is checked, all orders will display within the selected date range, this includes cancelled orders. When unchecked, only outstanding orders will display for the selected date range.
Click CONTINUE to run the inquiry with the selected criteria.
The record selection will display as follows:
ORDER - The order number will display. (Click the 
button to view the details of the order.)
VENDOR - The name of the vendor on the order will display.
LOCATION - The location information on the order will display.
ORDER DATE - The date of the order will display.
RETURNED - This box will be checked if the order was returned using the RETURN ORDER function.
RECEIVED - If this box is checked, the order has been successfully received.
CANCELLED - If an order has been cancelled, and the option to INCLUDE FULLY RECEIVED ORDERS has been checked, then cancelled orders will display with this column checked.
Use the scroll bar to scroll to the right to see additional information such as "Patient Number" and "Patient Name".
The EXCEL icon will export the results information to Excel. (If exporting to Excel, the output columns EDI with SENT information will appear if your clinic is configured with Web Service EDI for Vendors.)
The CRITERIA icon will show the search criteria used for the displayed results.
Click CANCEL to start another search or to exit the option.
Click EXIT to close the window.