Sales of Non-Stock Items with Shipping: Related Reports and Forms

In the following sections, you can find details about ways to gather information about sales of non-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.

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. On the Totals tab of this 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.

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 navigate to this report by clicking Print Invoice on the More menu. The system opens the printable version of the sales invoice on the Invoice & Memo report; then you can review the sales invoice and print it by clicking Print on the report toolbar.