Viewing Sales Orders

The Sales Order window has powerful functionality to support searching for sales orders, including extensive filtering and use of sales order statuses. Sales Order history is displayed for the highlighted sales order. You can also perform a number of additional functions relating to the sales order, including creating or viewing the manifest for the order, processing the order using the Batch Sales order processing function, copying a sales order, and drilling to the original sales order transaction. A number of printing options are available.

Transactions > Sales Orders

Select the branch whose sales orders you want to search in the Branch field.

Note: The ability to create and view sales orders for other branches is controlled by the profile setting Allow Sales Order Search view, creation for other branches in the Configuration Assistant.
Choose which order statuses you want to include or exclude from the search in the Order Status list.

To use additional search filters in your search, tick the Apply extra filter options checkbox. The search results are displayed in the grid below. The following table describes all the visible columns in this grid. Click the Set Defaults button to save the default statuses of all search filters.

Field	Description
Order No	The Sales Order number.
Cust O/NO	The customer's order number.
Order Date	The date the Sales Order was created.
Due Date	The date the Sales Order was due to the customer.
A/c	The account number of the customer.
Name	The account name.
Reference	Any additional reference number entered for the Sales Order.
Status	The status of the Sales Order. 0-Not Processed, 1-Partly Processed, 2-Fully Processed, 3-Quote, 4-Standing Order, 5-Layby
Value ex GST	Value of the Sales Order, excluding GST.
Local value	This is the value of the Sales Order, converted to the local currency.
Has Unreleased	This field is ticked if there are any quantities on the Sales Order that have not yet been released.
Has Back Orders	This field is ticked if there are any backorders in the Sales Order.
Has Unpicked	This field is ticked if there are any quantities on this Sales Order that have not yet been picked.
Has Unsupplied	This field is ticked if there are any quantities on this Sales Order that have not yet been supplied.
Has Uninvoiced	This field is ticked if there are any quantities on this Sales Order that have not yet been invoiced.
Hold	This field is ticked if the Sales Order has been put on hold.
Phase	The phase of the sales order, for example 'Invoiced' or 'Order'.
Finalised	'Normal' or 'Forced', meaning was the sales order finalised in the normal way, or forced to fully processed.

Click the button to review the history of the highlighted Sales Order line. You can also view a list of Debtor Transactions for the highlighted sales order line by clicking on the button on the right side of the window above the Sales Order History grid.