Sales of Stock Items: Related Report and Inquiry Forms

In the following sections, you can find details about the reports and inquiry forms you may want to review to gather information about sales of stock items that have been processed or are being processed in the system.

Note:

If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Finding Shipments Related to a Sales Order

If you need to find a shipment linked to a particular sales order and review it, you can do this by opening the sales order on the Sales Orders (SO301000) form and reviewing the Shipments tab, which lists all the shipments that have been prepared for the order. To review the details of a shipment, you click its reference number in the Document Nbr. column; the system opens the shipment for review on the Shipments (SO302000) form.

Tracking the Status of Order Fulfillment

To track how a sales order is being fulfilled, you can check its status in the Summary area of the Sales Orders (SO301000) form. You can also check the quantities and amounts that are not yet shipped and not yet billed, and the amount that is not yet paid, on the Totals tab.

Printing Sales Orders

To prepare a printable version of the sales order that is being processed, you use the Sales Order (SO641010) report. While you are viewing a sales order on the Sales Orders (SO301000) form, you can print the sales order by clicking Print Sales Order on the More menu. The system opens the printable version of the sales order on the Sales Order report; then you can review the sales order and print it by clicking Print on the report toolbar.

Printing Pick Lists

To prepare a printable pick list for a shipment document that is being processed, you use the Pick List (SO644000) report. While you are viewing a shipment on the Shipments (SO302000) form, you can print the pick list for a particular shipment by clicking Print Pick List on the More menu. The system opens the printable pick list on the Pick List report; then you can review the pick list and print it by clicking Print on the report toolbar.

Printing Invoices

To prepare a printable form of the invoice that is being processed, you use the Invoice & Memo (SO643000) report. While you are viewing a sales invoice on the Invoices (SO303000) form, you can print the sales invoice by clicking Print Invoice on the More menu. The system opens the printable version of the invoice on the Invoice & Memo report; then you can review the invoice and print it by clicking Print on the report toolbar.