Using the Sales Order Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information fields, tabs, and a user-defined middle section. 

Note: This feature is not available if the implementation includes Accounting Integration. Accounting Integration users can view associated sales orders on the Accounting Sales Orders tab on the Account Detail view.

To open the Sales Order Detail view, on the Navigation Bar, click Sales Orders to open the Sales Order List view. If necessary, use the Lookup to locate a sales order, and then click on the sales order number.

You can perform these actions:

Information Fields

The sales order information fields contain the primary information about the sales order. The sales order snapshot appears in the upper section of the detail view as well. Users with appropriate permissions can edit these fields.

Additional information may be available if the implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.

Detail View Tabs

Each tab shows specific information you can use for sales order related activities. Click a link to see more information about each tab.

Products Activities Details More Tabs
Attachments Notes/History Sync History CRM Workflows Tab 

Additional tabs may be available if your implementation includes a Back Office Extension.

Sold To Ship To Bill To
Pay From Invoice Lines ERP Details
Shipment Lines Sales Persons Discount Charges
Taxes   Active ION Workflows  

User Defined Section

You can drag and drop tabs into the user defined middle section.