All Document Inquiry Lesson


In this lesson you will learn about the All Document Inquiry through three differenct scenarios.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Purchasing - Agencies link.

    Step 2
  3. Click the Inquiries & Reports link.

    Step 3
  4. Click the Purchasing Inquiries link.

    Step 4
  5. Click the All Document Inquiry link.

    Step 5
  6. Click in the Original Order field.

    Step 6
  7. In this scenario, the end user wants to determine if there is an associated Purchase Order for an existing Contract. 

     

    Enter the Contract Number into the Original Order field.

     

    Enter "30870".

    Step 7
  8. Press [Tab].

    Step 8
  9. Enter the Order Type into the field to the right of the Original Order field.

     

    Contract Order Types are:

       O4 - Service Contract

       OC - Commodity Contract

       ZC - Stock Blanket Order

     

    Enter "O4".

    Step 9
  10. Click the Find button.

    Step 10
  11. In the grid scroll over to the Last Status column. 

     

    Click on Scroll Bar to Scroll to the right.

    Step 11
  12. LAST STATUS - last process of the document

    Step 12
  13. NEXT STATUS - next process of the document. 

     

    "999" indicates a completed document.

    Step 13
  14. In the grid scroll over to the Origianl Number column.

     

    Click on Scroll Bar to Scroll to the right.

    Step 14
  15. The ORIGINAL ORDER is the same as the ORIGINAL NUMBER.  It represents the Originating Document Number.

    Step 15
  16. Click the Close button.

    Step 16
  17. In this scenario, the end user wants to review details of an existing Contract. 

    Step 17
  18. Click the All Document Inquiry link.

    Step 18
  19. Enter the Contract Number into the Order Number field.

     

    Enter "30870".

    Step 19
  20. Press [Tab].

    Step 20
  21. Enter the Order Type into the second field.

     

    Contract Order Types are:

       O4 - Service Contract

       OC - Commodity Contract

       ZC - Stock Blanket Order

     

    Enter "O4".

    Step 21
  22. Click the Find button.

    Step 22
  23. Click on Scroll Bar to Scroll to the right.

    Step 23
  24. Click on Scroll Bar to Scroll to the right.

    Step 24
  25. ROW Exit

     

    Additional details are available through the Row exit options.

     

    Users working with Inventory Stock can access Supply/Demand and Item Availability.

    Step 25
  26. Inquiring Approval Review results in a "Processing Option Status Invalid" error.

     

    All approval information is still accessible.

     

    Click Cancel to return to Work with Order Details screen.

    Step 26
  27. Click the Close button.

    Step 27
  28. In this scenario, the end user wants to view all O6 Purchase Orders created after July 1, 2008 for a specific business unit.

     

    Searches are conducted using a combination of Header fields and the Query by Example (QBE) functionality in the grid.

    Step 28
  29. Click the All Document Inquiry link.

    Step 29
  30. Click in the Business Unit field.

    Step 30
  31. Enter valid Agency/Division Business Unit into the Business Unit field to view all Purchase Documents created with this business unit.

     

    Enter "65025009".

    Step 31
  32. Click in the Or Ty field.

    Step 32
  33. Enter the order type into the Or Ty field in the grid.

     

    Enter "O6".

    Step 33
  34. In the grid scroll to the Order Date column.

     

    Click on Scroll Bar to Scroll to the right.

    Step 34
  35. Click on Scroll Bar to Scroll to the right.

    Step 35
  36. Click in the Entered Date field.

    Step 36
  37. Enter the desired information into the Entered Date field.

     

    Enter ">7/1/2008".

    Step 37
  38. Click the Find button.

    Step 38
  39. Click the Close button.

    Step 39

You have completed the All Document Inquiry course.

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