invoice (pick ticket) inquiry

Invoice (Pick Ticket) Inquiry

By MIS Department

What is the Invoice (Pick Ticket) Inquiry?

• The Invoice Inquiry shows the detailed invoice information for a particular invoice number

• Since invoices are just pick tickets that have been billed, this inquiry can be used to find pick tickets as well, or the invoice that was billed from a pick ticket

• Voided Invoices (credits) will appear when either the credit number or the original invoice number is entered

• IMPORTANT! Each prepack’s UCC128 label is its own pick ticket, making each prepack pick ticket for only one style. Open Stock (00A) pick tickets can have multiple styles.

• NOTE: Some of the following slides will have different screen colors (browns and blues), but the screens you will see will all have the blue colors.

(Skip to Main Menu)

Glossary of Training Terms

• The following terms will be used throughout this training program:– Field: A box on the screen into which you enter

information– Value: The information (data) being entered in the

field. Example: Division number, FGPO number– Icon: An image you may click to perform a function

such as select, submit or exit– (Single-)Click: Also “Select.” Hitting the left mouse

button once. This will activate an icon or select a row in a list of values

– Double-click: Hitting the left mouse button twice o the same part of the screen. Used only to select and return a value from a list.

Using 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)

Enter your User ID and

Password here

Note: User ID and Password are assigned by MIS. The password field IS case-sensitive.

Sign On

Click the check (or hit the Enter key) to proceed

Welcome

Enter the 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 Sales Inquiry menu or click the correct button in

the menu at left

Click “Invoice Inquiry”

Sales Inquiry Menu

Note: Shipping Manifest Inquiry may also be done on the Carton Control Menu

Invoice Inquiry Selection Screen

Type the division number or leave 99 for all divisions. Click

to select from a list

Double-click to select a division from the list

Invoice Inquiry Selection Screen

Type an invoice number or…

Type a pick ticket number

Select the correct type for which to search (All P/T and Inv is

recommended)

Order Control/Bates/Volar number may also be

used as a search value

Errors will appear for invalid P/T #s

Multiple Invoice Results

If a search by Invoice Number has multiple results, this screen appears

(usually for div=99):Double-click a line to

view the invoice

A highlighted line represents a voided

invoice (credit)

Invoice Inquiry Details

The basic Invoice Inquiry screen has header info and details. Use the up/down scrollbar to view more

details, if available.

Header: Invoice #,

Dates, Terms, Manifest, BOL

Header (cont): Order #s, Ship

to, Bill to

Details: Style, Color, Units, Price, Total

Invoices: Including

Discounts, Freight, Total

Invoice Inquiry Details

Press Exit (F3) to go back to select again

Questions/Comments?

• Contact [email protected] keyword: RLM

invoice (pick ticket) inquiry

Documents