The Pre RTB tab displays request to buy (RTB) data only if the Alio Advanced Purchasing module is used. LINQ recommends hiding the Pre RTB tab if your organization does not use the Alio Advanced Purchasing software module.
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Use the Account Inquiry > Pre RTB tab to view RTB pre order details and costs.
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The Pre RTB tab displays request to buy (RTB) data only if the Alio Advanced Purchasing module is used. LINQ recommends hiding the Pre RTB tab if your organization does not use the Alio Advanced Purchasing software module. |
To view the RTB orders:
On the Account Inquiry page, click the Pre RTB tab to list request-to-buy pre orders linked to the selected account.
You can change the account, if applicable. In
the Account field, type the full
account number to view the account totals for the Year
and Period range entered.
If the full account number is not known, type a partial account number
or leave the field empty. Click the Magnifying
Glass icon 
to display the Select Account
page. This page lists all accounts with an active status defined in the
Chart of Accounts program – FMACT02A.FMX
in Alio for the Year and Period Range entered on the Account Inquiry page. If a partial
account number was entered, all accounts listed will contain that account
string.
Optionally, click the Filter button
to display the filter criteria boxes
that correspond to each heading on the grid.
Type the filter criteria. For example, type the first three dimensions
in the account number to list all accounts that start with those dimensions.
Press the Enter key to filter the
grid.
Click to select an account from the list. The Account Inquiry > Pre RTB tab displays the search results.
Column Heading |
Description |
RTB |
This column displays the unique number that identifies the Request-to-Buy (RTB) pre order. |
Vendor |
This column displays the unique number that identifies the vendor linked to the RTB pre order. |
Vendor Name |
This column displays the vendor's name. |
Quantity |
This column displays the quantity of the RTB item ordered from the vendor on each RTB pre order. |
Unit Cost |
This column displays the unit cost of the item on the RTB pre order. |
Amount |
This column displays the extended cost of each item on the RTB pre order. The calculation is Quantity X Unit Cost. |
Description |
This column displays a description of the item on the RTB pre order. |
Status |
This column displays the status of each RTB item.
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Follow these steps to filter the Pre RTB grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of transactions displayed.
Click the Filter
button to display the filter
criteria boxes that correspond to each heading in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to apply the filter criteria and display the results.
