Help on Source Doc

Help on Source Document Number

This page helps you to search and select a source document number for transferring the details to the field where it is required.

You can search by specifying the type of source and the range for the source document number or by specifying a range for the date on which the source document was created. You can also search by specifying the delivery-scheduled date, promised delivery date, name of the customer or ordering point. Based on the search criteria specified, the system retrieves the corresponding details in the multiline. The selected source document number is transferred to the required page when it is confirmed.

Click the lens icon next to the “Source Document No” Field.

The “Help On Source Doc No” page appears.

Enter the following fields in the “Search Criteria” group box to search for the source document number:

Source Doc	The system displays Sales Order as the source doc.
Document Number From	The starting number in the range of source document numbers for which the details are to be retrieved. You can also enter the number in full or specify it partially using the “*” character. The system lists the entire source document numbers that are greater than or equal to the value entered here.
Document Number To	The ending number in the range of source document numbers for which the details are to be retrieved. The system lists all the source document numbers that are lesser than the value entered here.
Document Date From	The document date from which the source documents must be retrieved. The value entered in this field must be less than or equal to the system date.
Document Date To	The document date until which the source documents must be retrieved. The value entered in this field must be greater or equal than the value entered in the “Doc Date From” field.
Scheduled Date From	The scheduled date from which the source documents must be retrieved. The value entered in this field must be less than or equal to the system date.
Scheduled Date To	The scheduled date until which the source documents must be retrieved. The value entered in this field must be greater or equal than the value entered in the “Doc Date From” field.
Promised Date From	The promised date from which the source documents must be retrieved. The value entered in this field must be less than or equal to the system date.
Promised Date To	The promised date until which the source documents must be retrieved. The value entered in this field must be greater or equal than the value entered in the “Doc Date From” field.
Customer Code	The code identifying the customer by which you want to retrieve the source documents.
Customer Name	The name of the customer by which you want to retrieve the source documents
Document Status	Use the drop-down list box to select the status by which you want to retrieve the list of source documents. A predefined list of statuses is displayed as options.
Ordering Point	Use the drop-down list box to indicate the OU from which the goods are ordered by which you want to retrieve the source documents.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Document Number	The number identifying the source document.
Document Date	The date on which the source document was created.
Scheduled Date	The date on which the goods are scheduled for delivery to the customer.
Promised Date	The promised date on which the goods must be delivered to the customer.
Customer Code	The code identifying the customer for which the document was created.
Customer Name	The name of the customer for whom the document was created.

Check the box in the “Select” column of the multiline to select a source document number.
Click the “OK” pushbutton.