Sales with Payments and Prepayments: Related Report and Forms

In the following sections, you can find details about ways to gather information about the sales of 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 that is linked to a particular sales order and view it, you can do this by opening the sales order on the Sales Orders (SO301000) form and viewing the Shipments tab, which lists all the shipments that have been prepared for the order. To view the details of a listed shipment, you click its reference number in the Document Nbr. column; the system opens the shipment 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 form. On the Totals tab of this form, you can also check the quantities and amounts that are not yet shipped and not yet billed, as well as the amount that is not yet paid.

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 go to this report for the selected 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 view the pick list and print it by clicking Print on the report toolbar.

Printing Invoices

To prepare a printable form of the sales 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 go to this report by clicking Reports > Print Invoice on the form toolbar. The system opens the printable version of the sales invoice on the Invoice & Memo report; then you can view the sales invoice and print it by clicking Print on the report toolbar.