Using the Sales Order List View

The Sales Orders List view displays all the sales orders that you have access to. You can use groups and lookups to narrow the list of records that display.

To open the Sales Order List view, on the Navigation Bar, click Sales Orders.

You can perform these actions:

• To refresh list information, click (Refresh).
• Use the Summary View
• Work with records in a grid
• Filter my list
• Open the Sales Order Detail view: If necessary, use the Lookup to locate a sales order, and then click on the sales order number.
  Note: The Sales Order number includes a prefix value which indicates where the sales order was created. CRM if the sales order was created in Infor CRM SLX or EXT if the sales order was created in an integrated back office application. This prefix does not display in the integrated back office application.
• View a group
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Using Mail Merge in the web client
  • Add to Group
  • Remove from Group
  • Save Records as a Group
  • Export to File
  • Export
  • Promote to Dashboard
  • Update
  • Delete