Order Lookup by Customer and Ship-To

We use the Order/Invoice History Inquiry by Customer function often. For our chain store customers, is there a way to look up details by Customer/Ship-To rather than just Customer? 

A. Yes. The following are two methods to achieve this.

Method 1 - Use the GUI Open Orders or Invoice History Inquiries

In COP Order Inquiry by Customer/Order or Invoice History Inquiry by Customer/Invoice,  enter the corresponding customer number. Your cursor will be at the order/invoice number.  You can click the Special Functions icon and select Open Orders Inquiry or Invoice History Inquiry. This will bring up a GUI window of the orders or invoices for that customer. You can then click the column headings to select a method to sort the information by -- including by ship-to.   See the sample screen below:


Method 2 - Use Search by Ship-To in Order/Invoice History Inquiry

In COP Order Inquiry by Customer/Order or Invoice History Inquiry by Customer/Invoice,  enter the corresponding customer number. At the Order/Invoice Number field, you can press F8 to look up by ship-to. This will display all the open orders for that ship-to. See the sample screen below:


If you don't see the F8 option to look up by ship-to, you need to check the following Global Setup flag -> Cop-Func -> Order Header Screen: 

5. Duplication Criteria For PO # in Sales Order ? 

Most likely, the current value is set to "N." We suggest changing it to "S" (for Ship-To).  Then the system will display a window asking an additional question: "Checking for Duplication Over if PO# is All Alphabetic ?" Answer this with "N."  See the sample screen below:


The direct impact of doing this is that when you enter a sales order, if the same PO# already exists for the same customer and ship-to, the system will give you a warning message. This is a great feature if you do business with chain stores because it prevents duplicate sales orders from entering into the system.

Why would this be related to the F8 search by ship-to? Well, when you set the above global setup flag 5 to anything other than "N," the system will  start to create a cross-reference record in table CPPOREF. In addition, the CPPOREF table will provide the searching capability by ship-to, which enables us to provide the F8 key.

After you change the above flag in Global Setup, you need to go to COP -> Util-Setup -> Generate PO Reference. This will create the CPPOREF table based on the current sales order. Then you can try to do the F8 search by ship-to again. See the sample screen below:



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