Page 1 Invoice (Pick Ticket) Inquiry By MIS Department

Page 2 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)Skip to Main Menu

Page 3 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.

Page 4 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)

Page 5 Enter your User ID and Password here Note: User ID and Password are assigned by MIS. The password field IS case-sensitive. Sign On

Page 6 Click the check (or hit the Enter key) to proceed Welcome

Page 7 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

Page 8 Click “Invoice Inquiry” Sales Inquiry Menu Note: Shipping Manifest Inquiry may also be done on the Carton Control Menu

Page 9 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

Page 10 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

Page 11

Page 12 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)

Page 13 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

Page 14 Invoice Inquiry Details Press Exit (F3) to go back to select again select again

Page 15 Questions/Comments? Contact keyword: