Transcript Slide 1

Order Inquiry by Entry Date
RLM System
What is Order Inquiry?
Page 2
• 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)
Glossary of Training Terms
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• 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)
Using the RLM System
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• 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)
Sign On
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Enter your User
ID and
Password here
Note: User ID and Password are
assigned by MIS. The password IS
case-sensitive.
Click OK
Welcome
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Click OK
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Select Application
Enter your
company
number
Enter the application
number
for for
thethe
menu
number
or click the
correct
“Allocation
Dept
Main
button
in or
theclick
menu
Menu”
theat
left in the
correct button
menu at left
If you don’t enter a
Company or enter
the wrong number,
you will receive this
error: Click OK
Note: This Inquiry is also
on the Salesman Inquiries
Main Menu
Allocation Dept Menu
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Click “Order
and Billing
Online Inquiry”
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Order Inquiry Menu
Note: This menu may also be accessed from the “Order Inquiries”
main menu option or from “Order Entry Main,” option 4
Click “Special
Options Menu”
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Order Inquiry Special Options Menu
Click “Order
Inquiry by
Order Date”
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Select Date, Division and Account
The Date
defaults to
today. Click the
to select
Select the date. Use the
arrows to change
months or years. Click
OK when done
Account is Mandatory!
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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
Search for Customer Account
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Click the arrow to open a search
window
Common Searches
are “Account Name”
…or “Account #, EDI
Alpha Store”
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Customer Search Options
Search for
Customer by
Name
Double-click a line to
select…
…or first enter a search
value and press Enter
to search the list
Double-click a line to
select…
Search for
Customer by
Account
Number, EDI
Alpha Store
…or first enter a search value and
press Enter to search the list
Submit Search Request
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Type a division
number or leave blank
for all divisions
Click OK
to submit
Loading Message
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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)
No Orders for Selected Date and Account
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Click Return
(F2) to go back
and select a
new date
Inquiry Results Screen
Style information (by
size)
Each PO
has a
subtotal of
units for
the PO
Grand
(Daily)
Totals and
“Position
To”
(Search)
fields
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Dates
Status of Order
Inquiry Results
Click the bottom slider
bar to see the Shipped
and Canceled columns
(off-screen to the right)
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Note that if Ship and Cancel
totals are blank there will be no
data in those columns
Position To and Refresh
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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
Summary by Style/Fabric/Color/Size
To see a summary of the
day’s orders by Style and
Size, click “Summary by
Item” (F9)
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Summary 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)
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Display Prepack Only
Click “Display Prepack
Only” (F7) to remove
00A styles from the list
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Note the word
“Prepack” in the list
header
Display 00A Only
Click “Display Single
Item Only” (F8) to
remove PPK styles
from the list
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Note the words “Single
Item” in the list header
Display 00A Only
Click “Display All” (F6)
show all styles for the
selected date and
account
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Note there are no extra
words in the list header
Questions/Comments?
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• Email [email protected] keyword: RLM