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A sales inquiry is a sales document that records the information about the questions received from a customer about goods and services. In inoERP, you can create an Inquiry from an existing Inquiry/Sales Order/Quote and changes information as the new inquiry. You can also make an Inquiry by manually entering all the required information such as customer, items/product description, quantities, date, etc. A sales inquiry can be converted to a quote or a sale order. An Inquiry consists of

  • Header
  • Line
  • Detail

An Inquiry header contains the necessary information for the items sold on the inquiry. You need to enter Business Unit information, customer, customer site, currency to create an Inquiry. When converting an Inquiry to an Invoice, the system copies all the header level information to the destination document.

To view/create/update an Inquiry, navigate to the "Inquiry" search screen from your dashboard/favorite.

Enter the organization/Inquiry details or any other criteria in the search form and click on the search button to view an existing Inquiry.
Click on create a new button to create a new Inquiry; by manually entering all the information, Copy an existing Inquiry to a new Inquiry is always better than manually entering all the data to create a new Inquiry. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/customer details, the system will show you all the Inquiries. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search Inquiries.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific Inquiry, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the Inquiry header details such as Inquiry number, quantities, start date, status, etc.

The system will fetch all the data related to the selected inquiry. The Inquiry details are shown either right to the search result screen or on a separate screen depending on the device size.

Scroll left, right, up, down to view all the details. The Inquiry line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvCustomerNumberCustomer NumberdeferredSelectDATA
30vvCustomerNameCustomer NamedeferredSelectENTITY
40vvCustomerSiteNumberCustomer Site NumberdeferredSelectDATA
50vvCustomerSiteNameCustomer Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvShipToAddressNameShip To Address NamedeferredSelectENTITY
90vvShipToAddressShip To AddressdeferredSelectENTITY
100vvShipToCountryShip To CountrydeferredSelectENTITY
110vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
120vvShipToEmailShip To EmaildeferredSelectENTITY
130vvShipToPhoneShip To PhonedeferredSelectENTITY
140vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
150vvBillToAddressBill To AddressdeferredSelectPLANNING
160vvBillToCountryBill To CountrydeferredSelectPLANNING
170vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
180vvBillToEmailBill To EmaildeferredSelectPLANNING
190vvBillToPhoneBill To PhonedeferredSelectPLANNING
200vvHeaderAmountHeader AmountInputType.textFieldFINANCE
210vvHeaderTaxAmountHeader Tax AmountInputType.textFieldFINANCE
220vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
230sdInquiryHeaderIdSd Inquiry Header IdInputType.numberREFERENCE
240srcEntityNameSrc Entity NamedeferredSelectDEFAULT
250srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
260buOrgIdBu Org IddeferredSelectREFERENCE
270documentTypeDocument TypeInputType.selectCONTROL
280inquiryNumberInquiry NumberInputType.textFieldDATA
290arCustomerIdAr Customer IddeferredSelectREFERENCE
300arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
310hrEmployeeIdHr Employee IdInputType.numberREFERENCE
330shipToIdShip To IddeferredSelectREFERENCE
340billToIdBill To IddeferredSelectPLANNING
350priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
360prePaymentAmountPre Payment AmountInputType.textFieldFINANCE
370docCurrencyDoc CurrencydeferredSelectFINANCE
380paymentTermIdPayment Term IddeferredSelectREFERENCE
390paymentTermDatePayment Term DateInputType.dateDATE
400exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
410exchangeRateExchange RateInputType.textFieldFINANCE
420orderSourceTypeOrder Source TypeInputType.selectCONTROL
430orderReferenceTableOrder Reference TableInputType.textFieldREFERENCE
440orderReferenceIdOrder Reference IdInputType.numberREFERENCE
450docStatusDoc StatusInputType.selectCONTROL
460referenceTypeReference TypeInputType.textFieldCONTROL
470referenceKeyNameReference Key NameInputType.textFieldREFERENCE
480referenceKeyValueReference Key ValueInputType.numberREFERENCE
490approvalStatusApproval StatusInputType.selectCONTROL
540revEnabledCbRev Enabled CbInputType.switchFieldDEFAULT
550revNumberRev NumberInputType.numberDATA
560glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
570docNumberDoc NumberInputType.textFieldDATA
5500createdByCreated ByInputType.textFieldREFERENCE
5510creationDateCreation DateInputType.dateTimeREFERENCE
5520lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5530lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


You can add multiple lines to each Inquiry header. Each Inquiry line contains an item, UOM, product description, quantity, requesting inventory organization, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. The system copies the line quantity to the first schedule quantity. Line quantity is used only for reporting purposes. The system uses schedule quantities for all planning and delivery purposes.

Total Schedule Quantity A read-only field that shows the sum of all schedule quantities. When entering a line, the field value will be the same as the line quantity. However, the total schedule quantity will change when you change the scheduled quantity as per business requirements.

The entity group shows information related to shipping inventory organization. Though the details are not required to create an Inquiry, you need to enter the information before planning and shipping activities.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save an Inquiry for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as an invoice.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the Inquiry header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the inquiry. The app will post all the data to the server and will show the messages returned from the server.

All Fields
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvUomCodeUom CodedeferredSelectDEFAULT
30vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
40vvItemStatusItem StatusdeferredSelectCONTROL
50vvShipToAddressNameShip To Address NamedeferredSelectENTITY
60vvShipToAddressShip To AddressdeferredSelectENTITY
70vvShipToCountryShip To CountrydeferredSelectENTITY
80vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
90vvShipToEmailShip To EmaildeferredSelectENTITY
100vvShipToPhoneShip To PhonedeferredSelectENTITY
110vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
120vvBillToAddressBill To AddressdeferredSelectPLANNING
130vvBillToCountryBill To CountrydeferredSelectPLANNING
140vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
150vvBillToEmailBill To EmaildeferredSelectPLANNING
160vvBillToPhoneBill To PhonedeferredSelectPLANNING
170vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
180vvTaxCalculationMethodTax Calculation MethoddeferredSelectFINANCE
190vvTaxPercentageTax PercentagedeferredSelectFINANCE
200vvTaxTaxAmountTax Tax AmountInputType.textFieldFINANCE
210vvDiscountNameDiscount NamedeferredSelectFINANCE
220vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
230vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
240vvTotalScheduledQtyTotal Scheduled QtyInputType.textFieldDEFAULT
250sdSoLineIdSd So Line IdInputType.numberREFERENCE
260srcEntityNameSrc Entity NamedeferredSelectDEFAULT
270srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
280sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
290lineNumberLine NumberInputType.numberDATA
300shippingOrgIdShipping Org IddeferredSelectREFERENCE
310invItemMasterIdInv Item Master IddeferredSelectREFERENCE
320itemDescriptionItem DescriptiondeferredSelectDEFAULT
330lineQuantityLine QuantityInputType.textFieldDATA
340priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
350priceDatePrice DateInputType.dateDATE
360unitPriceUnit PriceInputType.textFieldFINANCE
370linePriceLine PriceInputType.textFieldFINANCE
380taxAmountTax AmountInputType.textFieldFINANCE
390taxCodeTax CodedeferredSelectFINANCE
400docStatusDoc StatusInputType.selectCONTROL
410docStatusDoc StatusInputType.selectCONTROL
420needByDateNeed By DateInputType.dateTimeDATE
430promiseDatePromise DateInputType.dateDATE
440scheduleShipDateSchedule Ship DateInputType.dateDATE
450referenceDocTypeReference Doc TypeInputType.textFieldCONTROL
460referenceDocNumberReference Doc NumberInputType.numberDATA
470soDocumentTypeLineSo Document Type LinedeferredSelectCONTROL
480supplySourceSupply SourceInputType.selectDEFAULT
490destinationTypeDestination TypeInputType.selectCONTROL
500lineDescriptionLine DescriptionInputType.textFieldDEFAULT
510uomCodeUom CodedeferredSelectDEFAULT
520kitCbKit CbInputType.switchFieldDEFAULT
530kitConfiguredCbKit Configured CbInputType.switchFieldDEFAULT
540approvalStatusApproval StatusInputType.selectCONTROL
550sysSpdHeaderIdSys Spd Header IdInputType.numberREFERENCE
560discountCodeDiscount CodedeferredSelectFINANCE
570lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
620shipToIdShip To IddeferredSelectREFERENCE
630billToIdBill To IddeferredSelectPLANNING
640lineTypeLine TypeInputType.selectCONTROL
5580createdByCreated ByInputType.textFieldREFERENCE
5590creationDateCreation DateInputType.dateTimeREFERENCE
5600lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5610lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


You can add multiple details to each Inquiry line. Each Inquiry detail contains quantity, need by date, promise date, etc.

Depending upon your configuration, the details of a line are shown either on a separate tab or in the links section of lines.

Click on the Details button below a line to view/update/create details. By default, when saving any line system adds detail with all the line quantities on a single delivery date. You can add multiple details and change the date/quantity as per your actual requirement.

Click on the expandable button to view the fields of a detail line.

To create a new detail, click on Add New Line button. You can also copy an existing detail line to a new one by clicking on the Copy Line button.

In the data section, enter the detail line number. The system always creates the first line as line number 1, but you can change it. While adding a new detail line, enter a detail line number as its mandatory field. Enter the shipment/detail quantity in the quantity field.

Enter need by date on the date section. The need-by date is the date of expected shipment delivery.

All Fields
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvUomCodeUom CodedeferredSelectDEFAULT
30vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
40vvItemStatusItem StatusdeferredSelectCONTROL
50vvSdSoHeaderIdSd So Header IdInputType.numberREFERENCE
60vvLineNumberLine NumberInputType.numberDATA
70vvShippingOrgIdShipping Org IddeferredSelectREFERENCE
80vvInvItemMasterIdInv Item Master IddeferredSelectREFERENCE
90vvItemDescriptionItem DescriptiondeferredSelectDEFAULT
100vvLineQuantityLine QuantityInputType.textFieldDATA
110vvTotalScheduledQtyTotal Scheduled QtyInputType.textFieldDEFAULT
120vvDetailLocatorDetail LocatordeferredSelectENTITY
130sdSoDetailIdSd So Detail IdInputType.numberREFERENCE
140srcEntityNameSrc Entity NamedeferredSelectDEFAULT
150srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
160sdSoLineIdSd So Line IdInputType.numberREFERENCE
170shipmentNumberShipment NumberInputType.numberDATA
180subInventorySub InventorydeferredSelectENTITY
190locatorIdLocator IddeferredSelectREFERENCE
210shipToLocationIdShip To Location IdInputType.numberREFERENCE
220uomCodeUom CodedeferredSelectDEFAULT
240needByDateNeed By DateInputType.dateTimeDATE
250promiseDatePromise DateInputType.dateDATE
260scheduleShipDateSchedule Ship DateInputType.dateDATE
5280createdByCreated ByInputType.textFieldREFERENCE
5290creationDateCreation DateInputType.dateTimeREFERENCE
5300lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5310lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


Actions allow you to change the status of the inquiry. The system creates Inquiries in draft status. You can cancel an Inquiry by clicking on the Cancel button. Similarly, you can close any Inquiry by clicking on the Close button.

A confirmed Inquiry can be converted to other documents, and the corresponding buttons are available in the actions section.