How a split inquiry works: one document, several orders
- User
A split inquiry is one inquiry with two or more orders. You check each order on its own tab, and you validate them together. If you are new to inquiries and orders, read Inquiries, orders and lines first.
What a split inquiry is
Some documents hold several orders, for example one per delivery address or one per truck. If the AI mapping has a split instruction, Hyperfox creates one order per part. Change how a document is split into orders describes the split instruction. An inquiry also becomes a split inquiry when you add an order to it yourself.
Each order of a split inquiry has its own customer, address, lines and status. Hyperfox sends each order to your ERP as a separate order. In To validate and Archive, the inquiry is still one row. If its orders differ, the row shows Multiple. The accuracy on the row is the lowest of its orders.
The order tabs
In the validation screen, every order has its own tab: Order 1, Order 2 and so on. A tab shows how many errors and warnings its order has, or No errors. Ctrl ⇧ → and Ctrl ⇧ ← (Ctrl Shift → and ← on Windows) switch to the next or previous order. Ctrl ⇧ 1 to 9 jump to an order.
You can change how the inquiry is split. New order adds an empty order. Move to and Copy to move or copy selected lines to another order. The delete button of the order you are on, for example Delete Order 2 (bin), deletes that order with its lines. An inquiry always keeps at least one order. You can no longer delete a validated order. The steps are in Handle a split inquiry: add orders, move lines, validate, and every tab and button is listed under Order tabs.
Totals across orders
On a split inquiry, the totals under the lines have two rows. The first row holds the totals of the order you are on. Below it are the totals of All orders. All orders is the sum of every order of the inquiry except the rejected ones. It includes orders that are already validated or sent.
The totals follow your changes at once, before you save. Moving lines leaves the totals of All orders the same. Copying or duplicating lines, or deleting an order with lines, changes them. Adding an empty order changes only the count after All orders. All orders is the sum of what is in Hyperfox, not the quantity on the document. A comparison with the document shows whether the whole quantity was divided. If an order is rejected, the sum of the tabs no longer equals All orders. That is intended, because a rejected order does not go to your ERP.
Handle a split inquiry: add orders, move lines, validate shows how to check the totals.
Who has the inquiry open
When you open a split inquiry, every order in it is yours. A colleague who opens it sees all orders read-only, until you close it or they click Take over. Take over discards your unsaved changes. What happens when you and a colleague open the same order explains the lock, and Read-only states lists every message the bar can show.
The padlock Order is locked on one tab means something else. That order is already validated and can no longer change. The other orders stay editable.
Validate and Reject in a split inquiry
Validate sends every order that still needs work, all at once. These are the orders that are Pending Validation, Saved or Submit Failed. You cannot validate one order and leave the others for later. While any order has an error, Validate stays disabled. Its tooltip says how many orders are still blocked.
Reject acts on the whole inquiry. Every order of the inquiry that is not validated yet becomes Rejected. This cannot be undone. Validated orders keep their status. The delete button of the order you are on, for example Delete Order 2 (bin), deletes only that order.
The orders of a split inquiry can therefore have different statuses. For example, one order is Completed while another is Submit Failed because sending it failed. The inquiry stays in To validate while one of its orders still needs work.