The Document by Status Inquiry allows inquiries to be performed based upon the status of the document. Entry is required of the document status and additional criteria such as the document sub-status and the position to date can be specified. The system then retrieves and displays all documents currently held in the system with the document status code selected.
- In the menu, expand Other Options > General Inquiries > Document Inquiries and double-click Document Inquiry by Status. DSI015 Document Inquiry by Status selection panel appears.
- Select document status.
Valid status types are:
| Status | Description |
| A | Awaiting Document Merge – Transactions are waiting to be merged with other transactions for a batch print, for example, all invoices belonging to a certain customer are to be merged for a specified period so that only one invoice is sent to the customer instead of multiple invoices. |
| C | Completed Processing – Transactions are complete. |
| D | Currently in Warehouse – The goods for the transaction are currently in the warehouse. The stage of the transaction within the warehouse is determined by another status code, they are as follows: DW = Available to warehouse |
| E | Entered – The transaction has been entered into the system and is currently waiting to be processed. |
| F | Awaiting Final Print – The transaction has been processed and is awaiting the final document print. |
| I | Awaiting Dispatch Confirmation – The transaction has been processed and is awaiting dispatch confirmation. |
| K | Awaiting P/Slip merge – Picking slip transactions are waiting to be merged with other picking slips for a batch print run, so that one picking slip can be created instead of multiple picking slips, for example, all items in warehouse zone B are picking slip merged. |
| O | Outstanding Claim – Claim is outstanding and is awaiting either approval or rejection. |
| P | Pending – Transactions that have a pended status. |
| R | Rejected – Transactions that have been rejected. |
| S | Suspended during entry – Transactions that have been suspended during order entry. |
| U | Update in Progress – Transactions that currently have an update in progress, for example, transfers etc. |
| V | Reversed Claim – Claims that have been rejected and then reversed. |
- Enter the Sub-status selection if applicable. Sub-status entry is only allowed when inquiring for status ‘O’ (Outstanding claim) or ‘S’ (Suspended claim).
- When enquiring with ‘O’ status select from Claims Sub-status codes from TMSAR/CL-SSTS.
- When enquiring with ‘S’ status select from Suspend reason codes from TMSDS/OE-SUSTS.
- Click OK to confirm the selection. List of all selected documents is displayed.
| Field | Description |
| Doc date | This is date on which particular document was created in the system. |
| Type | This is type of document which can be invoice, credit or other. |
| Doc no | This number uniquely identifies each document. In case of invoice for example this is invoice number. |
| Cust #/Name | The customer number and the Customer name for which transaction details are displayed. |
| Reference | This is customer reference specified against particular customer order/transaction. |
| Total | This is total value of selected document. In case of invoice, it is total invoice amount. |
| C | This is currency for the transaction for the particular document. |
| Function | Description |
| More details | This function is used to display detail information about documents like warehouse name, second customer reference and customer suburb. |
| Pref del date/Document no | Toggle function will display either the previous delivery date or the document number if applicable. |
| Option | Description |
| Orig document | Access DSI120 Transaction Inquiry to display invoice details for selected customer with options to view details regarding selected transaction. |
| Display header | Access DSI125 Transaction Header Inquiry to display information regarding the original order, such as billing, carrier and delivery details. |
| Diary text | Access DSM900 Diary Text in maintenance mode to change or maintain diary text attached to the customer order. |
When enquiring O status, if there is no specific claim sub-status then it will show all outstanding claims. If there is a specific claim sub-status then with specific claim sub-status then it will show all o/s claims with the specific claim sub-status
When enquiring S status, if there is no specific suspend reason then it will show all suspend transactions except abandoned cart. If there is a specific suspend reason then it will show all suspend transactions that have that specific suspend reason.
