Viewing the History of a Sales Order

The Sales Order History window can be viewed in two ways:

• in a separate window, by clicking the History toolbar button on a partly processed Sales Order

• in the bottom panel of the main Sales Orders search window, by clicking the button.

The following fields are available in the History pane:

Field	Description
Doc #	A system-generated ID number.
Activity	For example New Order, Order Qty.
Date-Time	The date and time of the activity.
Sales Person	The salesperson for the sales order line activity.
Staff #	The Staff # of the salesperson for the sales order line activity.
Branch	The branch where this sales order was created.
BSOLP Batch	If this sales order was processed as part of a batch, the batch number.
Link	Displays any documents that have been linked to the sales order, such as PDF invoices or statements.

In this window you can:

• View each event in the Sales Order lifecycle, such as New Order, Invoice, Release, Delivery.

• View any documents linked to the Sales Order (such as PDFs of the packing slip or invoice) in the Links field.

• View any Debtor transactions associated with the sales order, such as Invoice, Payment, Refund, Credit. Click the button on the right side of the window to display the Debtors Transactions pane.

• Drill to the original transaction or document for the line. For new order activity, double-clicking will drill to the original Sales Order transaction; for Release activity, the packing slip is displayed.

• Right-click on any line to view the Debtor account details window for the account or print the history of this Sales Order.