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.
|
| Account Manager | Insert Sales Order only. Displays on the Sales
Order detail view Details tab after creating the sales order. You can add
the Sales Order. The individual in the company who is responsible for
the account. Click |
| Back Ordered |
Sales Order detail view only Indicates if the products for the sales order are back ordered. |
| Comments | Type any additional notes about the sales order. |
| Currency | The exchange rate for the sales order. Click () to open the lookup and select
an exchange rate. |
| Customer RFQ |
Sales Order detail view only The customers request for quote reference number. |
| Date Promised | Sales Order detail view only The date on which the sales order is due to the customer.To change the date, click |
| Date Requested | The date on which the sales order is requested. To change the
date, click |
| Due Date | Sales Order detail view only The date on which the sales order is due.To
change the date, click |
| Exchange Rate | Displays the Exchange Rate if you selected a Currency. |
| Exchange Rate Date | Displays the date on which you set the Exchange Rate, if you selected a Currency and set an Exchange Rate. |
| Opportunity | The opportunity associated with the sales order. To
find an opportunity, click (). |
| Order ID | Sales Order detail view only The unique ID assigned when the sales order was created. |
| Order Location (Site, Warehouse, or Office) |
Back Office Integration only The label depends upon options selected by your administrator The site, warehouse, or office that generated the sales order. Click () to find the appropriate
location. |
| Purchase Order | The customer's Purchase Order number. |
| Quote | Sales Order detail view only The quote associated with the sales order. To find a
quote, click |
| Requested By | Insert Sales Order only. Displays on the Sales Order detail view Details
tab after the sales order is created. The Sales
Order detail view Details tab after the sales order is created. Click
|
| Status | The status of the sales order. To change the status, click the drop-down arrow and select from the list. |
to select a date, and then click