Sales Orders Tab
The Sales Orders tab appears in the Account and Opportunity Detail views. You can use the Sales Orders tab to track the sales orders for an account or opportunity. You can add, edit or delete associated sales orders from the Sales Orders tab.
Note: This feature is not available if your implementation includes
Accounting Integration. Accounting Integration users can view associated sales orders on
the Accounting Sales Orders tab on the Account Detail view.
You can review this information:
| Field Name | Description |
|---|---|
| Sales Order Number | Displays the Sales Order number. |
| Status | Displays the status of a sales order. |
| Account | Displays the account associated with the sales order. This only appears on the Opportunity Detail view. |
| Billing Contact | Displays the contact to be billed for the sales order. |
| Shipping Contact | Displays the contact that the sales order will be shipped to. |
| Ship Via | Displays the sales order delivery method. |
| Customer PO | Displays the Customer PO number for the sales order. |
You can filter the data displayed on this tab based on:
- The Accounting Entity (if the Master Data Consolidation functionality is enabled).
- The Status (if the Back Office Extension integration is enabled).
- The CRM Status (if the Back Office Extension integration is disabled).
To go to a sales order, click the of the sales order you want to view.
To add a sales order
To add a sales order from the Account Detail view:
- Click
(). Opportunity Detail view only. The opportunity's products
and other information are automatically copied to the new sales order. - Follow the steps for adding a sales order.
To go to a sales order
Click the of the sales order you want to view.
Deleting a sales order
To delete a sales order from the Account Detail view:
- Click next to the record you want to delete.
- Click .
The sales order is permanently deleted.