Open Sales Orders

The Open Sales Orders screen can be accessed from the Open Sales Orders screen by clicking on the Value link.

The Open Sales Orders screen allows you to drill down to view extended open sales orders information.

The following is a description of the search fields that appear on the Open Sales Orders screen:

Field Description
Select Type Search for open sales orders by type (e.g. Sales Order or Sales Order Requisition).
Select Value Search for open sales orders by value (e.g. List Price, Average Cost, Cost or Profit).
Select Location Search for open sales orders by branch location.

The following is a description of the fields that appear on the Open Sales Orders screen:

Field Description
Name The name of the customer associated with the open sales order.
Order Number

The number used to represent the sales order number within the system.
Work Order

The work order number associated with the sales order requisition.

Note:  
This column will only appear when filtering the search results for Sales Order Requisitions in the Select Type field.
Location The branch location where the sales order was originally created.
Modified Date The date the sales order was last modified.
Value The value of the sales order which reflects the value selected on the Select Value field. The field label will differ depending on the value selected.

Click on a Name to open the Customer Profile screen allowing you to drill further down into the customer's information.

For parts invoicing, click on an Order Number to open the Customer - Parts Invoicing Header tab for the corresponding sales order.

Note:  The parts invoice will open in edit mode, provided you have the authority to edit parts invoices.

For parts requisitions, click on an Order Number to open the Work Order Parts Requisitions Details tab for the corresponding requisition.

Note:  The parts requisition will open in edit mode, provided you have the authority to edit parts requisitions.

Click on a Work Order number to open the Work Order Details screen for the corresponding work order.

The following button allows you to complete your work on the Open Sales Orders screen:

Button Function
Totals The Totals screen displays detailed breakdown of the totals associated with the open sales orders.