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. |
- On the Navigation Bar, click Sales Orders to open the Sales Order List view. If necessary, use the Lookup to locate a sales order, and then click on the sales order number.
- On the toolbar click the List View
button, or click the current group tab.
Send sales order information in an e-mail
On the Task Pane, under Common Tasks, you can:
Promote Infor CRM Back Office Extension only.
- Click Get Order Total to update the sales order totals in the snapshot with information from the integrated back office application.
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 |
| Taxes |
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.
