Post on 01-Jan-2016
description
Order Inquiry by Entry Date
RLM System
Page 2What is Order Inquiry?
• 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)
Page 3Glossary of Training Terms
• 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)
Page 4Using the RLM System
• 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)
Page 5
Enter your User ID and
Password here
Note: User ID and Password are assigned by MIS. The password IS case-sensitive.
Sign On
Click OK
Page 6
Click OK
Welcome
Page 7
Enter your company number
If you don’t enter a Company or enter the wrong number, you will receive this
error: Click OK
Select Application
Enter the application number for the menu
or click the correct button in the menu at
left
Enter the application number for the
“Allocation Dept Main Menu” or click the
correct button in the menu at left
Note: This Inquiry is also on the Salesman Inquiries
Main Menu
Page 8Allocation Dept Menu
Click “Order and Billing
Online Inquiry”
Page 9Order Inquiry Menu
Click “Special Options Menu”
Note: This menu may also be accessed from the “Order Inquiries” main menu option or from “Order Entry Main,” option 4
Page 10Order Inquiry Special Options Menu
Click “Order Inquiry by
Order Date”
Page 11Select Date, Division and Account
Select the date. Use the arrows to change
months or years. Click OK when done
The Date defaults to
today. Click the to select
Page 12Account is Mandatory!
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
Page 13Search for Customer Account
Common Searches are “Account Name”
…or “Account #, EDI Alpha Store”
Click the arrow to open a search window
Page 14Customer Search Options
Search for Customer by
Name
Search for Customer by
Account Number, EDI Alpha Store
Double-click a line to select…
Double-click a line to select…
…or first enter a search value and press Enter to search the list
…or first enter a search value and press Enter
to search the list
Page 15Submit Search Request
Click OK to submit
Type a division number or leave
blank for all divisions
Page 16Loading Message
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)
Page 17No Orders for Selected Date and Account
Click Return (F2) to go back
and select a new date
Page 18Inquiry Results Screen
Style information (by size) Status of OrderDates
Grand (Daily)
Totals and “Position
To” (Search)
fields
Each PO has a
subtotal of units for the PO
Page 19Inquiry Results
Click the bottom slider bar to see the Shipped and Canceled columns (off-screen to the right)
Note that if Ship and Cancel totals are blank there will be no
data in those columns
Page 20Position To and Refresh
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
Page 21Summary by Style/Fabric/Color/Size
To see a summary of the day’s orders by Style and Size, click “Summary by
Item” (F9)
Page 22Summary 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)
Page 23Display Prepack Only
Click “Display Prepack Only” (F7) to remove
00A styles from the list
Note the word “Prepack” in the list
header
Page 24Display 00A Only
Click “Display Single Item Only” (F8) to
remove PPK styles from the list
Note the words “Single Item” in the list header
Page 25Display 00A Only
Click “Display All” (F6) show all styles for the
selected date and account
Note there are no extra words in the list header
Page 26Questions/Comments?
• Email hotline@jeans-wear.com keyword: RLM