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
 (). This information is required.
|
| Requested By | Click
() to find the contact requesting the sales
order.
|
| Opportunity | The opportunity associated with the sales order. To find an
opportunity, click
().
|
| Account Manager | The individual in the company who is responsible for the
account. Click
() 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
() 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
() to find the appropriate location.
|
| Default Warehouse | Click
() 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. |