New Sales Order Information Fields

The following table describes the default information fields.

Field	Description
Account	The account associated with the sales order. To find an account, click (Find). This information is required.
Requested By	Click (Find) to find the contact requesting the sales order.
Opportunity	The opportunity associated with the sales order. To find an opportunity, click (Find).
Account Manager	The individual in the company who is responsible for the account. Click (Find) to find the person or team within your organization that manages the account and this sales order.
Currency	The exchange rate for the sales order. Click (Find) to open the lookup and select an exchange rate.
Exchange Rate	Displays the Exchange Rate if you selected a Currency.
Order Location	The site or office that generated the quote. Click (Find) to find the appropriate location.
Default Warehouse	Click (Find) to find the warehouse location that will ship the order. Auto pricing is determined by the default warehouse.
Purchase Order	The customer's Purchase Order number.
Comments	Type any additional notes about the sales order.