Sales Orders Tab

The Sales Orders tab appears in the Account and Opportunity Detail views. You can use the Sales Orders tab to track the sales orders for an account or opportunity. You can add, edit or delete associated sales orders from the Sales Orders tab.

Note: 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.

You can review this information:

Field Name Description
Sales Order Number Displays the Sales Order number.
Status Displays the status of a sales order.
Account Displays the account associated with the sales order. This only appears on the Opportunity Detail view.
Billing Contact Displays the contact to be billed for the sales order.
Shipping Contact Displays the contact that the sales order will be shipped to.
Ship Via Displays the sales order delivery method.
Customer PO Displays the Customer PO number for the sales order.

You can filter the data displayed on this tab based on:

  • The Accounting Entity (if the Master Data Consolidation functionality is enabled).
  • The Status (if the Back Office Extension integration is enabled).
  • The CRM Status (if the Back Office Extension integration is disabled).

To go to a sales order, click the Sales Order Number of the sales order you want to view.

To add a sales order

To add a sales order from the Account Detail view:

  1. Click (Insert Sales Order). Opportunity Detail view only. The opportunity's products and other information are automatically copied to the new sales order.
  2. Follow the steps for adding a sales order.

To go to a sales order

Click the Sales Order Number of the sales order you want to view.

Deleting a sales order

To delete a sales order from the Account Detail view:

  1. Click Delete next to the record you want to delete.
  2. Click OK.

    The sales order is permanently deleted.

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