Field Descriptions for Search Criteria (PS41)

This list describes every field on the Search Criteria folder:

  • In the Criteria section:

    • Packing No. - a unique system generated number assigned to a Pack in Packing Entry (PS30). The Packing Number must be Closed, all Sales Orders assigned to the Pack must be unInvoiced and the Pack cannot be assigned to another Shipment. Once a Packing Number is entered, all other fields are unavailable.

    • Ship Via - Ship Via codes are maintained in Maintain Support Tables (SU09/Ship Vias).

    • Paying Office - the Paying Office criteria works with the Customer Criteria: the system validates that the Customer belongs to the Paying Office. If a Paying Office is entered without selecting a Customer criteria, the Ship To query is disabled.

    • Customer - Customer codes are maintained in Maintain Customer Master (SU13). If a Paying Office is entered and a Customer code is selected that is not associated with the selected Paying Office, the Customer code cannot be used as a criteria.

    • Ship To - Ship To codes are maintained in Maintain Ship-to Addresses (SU14). A Customer code must be entered in order to activate the Ship To query. Note: when the Ship To query is disabled, any 6-character code can be entered in the Ship To field, however the entry will not be validated by SU14.

    • Store - the Store code is used in Enter Orders/Quotes (OE30). The Store code can be a maximum of 8 alpha-numeric characters.

    • From Cust PO and To Cust PO - the PO entered into the From Cust PO field is automatically copied into the To Cust PO field. You may enter another PO in the To Cust PO field or leave the To Cust PO field blank. Enterprise searches for all PO numbers starting with the From Cust PO entry to the entry in the To Cust PO field.

    • From Required Date and To Required Date - the Date entered into the From Required Date field is automatically copied into the To Required Date field. You can change the date in the To Required Date field, as long as the To Required Date is equal to or greater than the From Required Date.

  • The Packing No. list box is a summary of the Criteria selected. The list box contains the following columns:

    • Packing No.
    • Ship Via
    • Pay. Office
    • Customer
    • Ship To
    • Store
    • From Cust. PO
    • To Cust. PO
    • From Required Date
    • To Required Date

    Note: There are two methods you can use to select multiple Criteria. The results will differ depending on the method used:

    • You can add multiple Criteria at the same time i.e. all of the Criteria are displayed on the same line in the list box. In this scenario, an 'AND' statement has been created between the Criteria, meaning that all Criteria must be met (must be true) for a Sales Order to be selected during the 'Update Search' function.

    • You can add each Criteria individually i.e. each Criteria is displayed on its own line in the list box. In this scenario, an 'OR' statement has been created between the Criteria, meaning that only one of the Criteria must be met (must be true) for a Sales Order to be selected during the 'Update Search' function.

  • In the Search section, the list box displays the results based on the Criteria selected. The list box contains the following columns:

    • B - Build (Sales Orders eligible for Shipping are denoted with an '*' in this column.)
    • Packing No.
    • Order No.
    • Status
    • Ship Via
    • Paying Office
    • Customer
    • Ship To
    • Store
    • Customer PO
    • Required Date
    • Shipping No.

The following table outlines the functionality of each button on the Search Criteria folder:

Button Label Icon Functionality
Add Criteria Add Criteria Adds the Criteria selected and displays results in the Packing No. list box.
Delete Criteria Delete Criteria Deletes the Criteria associated with the highlighted line in the list box.
Clear Criteria Clear Criteria Clears all of the Criteria, including all of the criteria in the list box.
Update Search Update Search Searches for all of the Sales Orders that match the criteria and displays the results in the Search list box.
Delete Search Delete Search Deletes the highlighted Sales Order from the list box and deletes all other Orders associated with the same Packing Number.
Clear Search Clear Search Clears all of the Sales Orders from the Search list box.
Build Build Creates a Shipment based on all of the Sales Orders with an '*' in the Build Column of the list box. A Shipment Number is assigned to the Shipment and the Carton Details folder automatically opens.

 
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