Presales Pending Transaction View

Presales Pending Transaction View

Release Date: 3/1/24
Version: 8.6 and Above

The Presales Pending View application allows the user to view pending Presales transactions. These are presales transactions that are posted but have not been received. The application will bring up a window similar to F8 search where it will prompt the starting description of the vessel.



After that, it will display a list of vessels starting from that entered comment with additional information from PO and line item.



Ves-# - Vessel number
Vessel Desc - Vessel description
Trx-No - Number of detail presales transactions for this vessel
1st PO - First PO number associated with this vessel
1st Item - First Item number associated with this vessel
Qty - Total quantity on the vessel
WH - Presales warehouse where the inventory can be sold from

Enter - Press Enter to see the vessel information and the Presales pending transactions associated with the vessel.
  


Note: Vessels information shown from the Pending View is inquiry mode only. Changes must be made through Vessel File Maintenance. Press Enter to view the pending Presales detail associated with this vessel. 



PO# - Purchase order number
Item# - Item number
Desc - Item description
Box ID - Box ID provided by vendor
Qty - Quantity of item in the box

Enter - Press Enter to view the serial numbers for the transaction.


 CLS  


    • Related Articles

    • Presales Pending Transaction Edit List

      Release Date: 3/1/24 Version: 8.6 and Above This list will print all of the Presales pending detail information associated with the vessel. Starting Vendor - Enter the starting vendor number. F7/F8 searches are supported. Enter spaces for All. Ending ...
    • Presales History View

      Release Date: 3/1/24 Version: 8.6 and Above The Presales History View application allows the user to view history Presales transactions. These are Presales transactions that are posted and received. The application will bring up a window similar to ...
    • Presales Negative Transaction

      Release Date: 3/1/24 Version: 8.6 and Above Once the presales transaction is posted, how do we correct the mistake? The scenario can come from simple user data entry mistake to the vendor sending us wrong ASN data. We must have a way to correct this ...
    • Presales Menu Option

      Release Date: 3/1/24 Version: 8.6 and Above The Presales menu is added to Vessel File Maintenance. In order to access this menu item, the Presales flag in Global Setup must be turned on and is subject to licensing. Non-admin users will not be able to ...
    • Presales Interface Setup

      Release Date: 3/1/24 Revised: 3/21/24 Version: 8.6 and Above Alpha Document Number Support If using alpha document numbers, set up alpha document number support for the Presales Generated Order. This option is available from System Utilities-> Global ...