Using the Sales Order Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section. 

This feature is not available if your implementation includes Accounting Integration. Accounting Integration users can view associated sales orders on the Accounting Sales Orders tab on the Account Detail view.

How Do I?

Use the Lookup to search for records

View a group

Send sales order information in an e-mail

Promote Infor CRM Back Office Extension only.

Refresh Pricing

information boxes

The sales order information boxes contain the primary information about the sales order. The sales order snapshot appears in the upper section of the detail view as well. Users with appropriate permissions can edit these boxes.

Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.

detail view tabs

Each tab shows specific information you can use for sales order related activities. Click a link to see more information about each tab.

Products Details More Tabs
Attachments Sync History  

Additional tabs may be available if your implementation includes a Back Office Extension.

Sold To Ship To Bill To
Pay From Invoice Lines ERP Details
Shipment Lines Sales Persons Discount Charges

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Sales Orders Overview

Adding a Sales Order



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at