Open Reservations for Item

Program/Screen: SAOPRI/SAOPRIC1

Description:

Use this screen to review open sales reservations for an item.

 

Click a link to advance to that section of the topic.

 

• Navigation

• Options

• Fields

• Function Keys

• Related Programs

 

Navigation

Access this screen by entering 8 in the Option field on many of the Parts/Merchandise Search results screens.  You can also access it by pressing F15=Open Transactions (Shift + F3) from the Parts/Merchandise - Availability by Location screen.

 

Use the filters at the top of the screen to indicate the date range for which you want to see reservations and to indicate if you want the reservations list to include the following:

• Open rentals

• Rental quotes

• Rental reservations

• Equipment sales quotes

• Equipment sales reservations

• Sales quotes

• Sales orders

• Open work orders

 

You can also filter the list by currency, unit of measure, record type, location, and customer name or number.

 

Where Used

Parts/Merchandise Search

 

Additional Program Screens

Display Contract Customer Information

 

Options

Option	Description
1	Display.  Enter 1 in the O (Option) field to advance to the Display Contract Customer Information program.

 

Fields

Item Number

Displays the unique number assigned to the part or sales item (merchandise).

 

Stock Class

Displays the stock classCode used to categorize sales items for analysis and reporting. You may choose to make the stock class a subset of the vendor code. associated with the item.

 

From

Enter the start date for which you want to review reservations.

 

To

Enter the end date for which you want to review reservations.

 

Manufacturer's number

Displays the number assigned to the item by the manufacturer.

 

See the Navigation section for information on the Y/N filters under the manufacturer's number.

 

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List

 

Date

Displays the date of the transaction.

 

Contract number

Displays the number of the rental contract, reservation, or sales order/invoice for the transaction.

 

Quantity

Displays the quantity of the item for that transaction.

 

Price

Displays the price of the item for that transaction.

 

Currency

Displays the currency used for that transaction.

 

Unit of measure

Displays the unit of measure used for the item on that transaction.

 

Type

Displays the type of transaction such as RR for rental reservation.

 

Location

Displays the location that initiated the transaction.

 

Customer name/number

Displays the name and number of the customer for which the transaction was entered.

 

Function Keys

Function Key	Description
F1	Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit.  Exit the page or program.
F4	Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F12	Cancel/Previous.  Exit the program or move back a screen.

 

Related Programs

Equipment Search - Reservations

Create/Update Sales Quote

Create/Update Rental Reservation/Quote

Create/Update Equipment Sale Reservation/Quote

 

 

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