Using the Sales Order detail view

Use the Sales Order 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 in the Accounting Sales Orders tab in the Account detail view.

To access the Sales Order detail view, you can click Sales Orders on the Navigation Bar, to access the Sales Order list view. If necessary, use the Lookup to locate a sales order, and then click the Sales Order Number.

On this page you can:

Use the Lookup to search for records
View a group
Switch to the List view: On the toolbar click list_view (List View), or click the current group tab.
Send sales order information in an e-mail
Promote Infor CRM Back Office Extension only
Get Order Total: Click Get Order Total to update the sales order totals in the snapshot with information from the integrated back office application.
Refresh Pricing.

The Task Pane contains the Common Tasks section. In this section, you can:

Use Mail Merge in the web client. See Using Mail Merge in the Web Client.
Add Note. See Add Note.
New Meeting.
New Phone call.
New T0-Do.

Information Fields

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

Additional information is 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	Viewing Sales Order details tab	More Tabs
Attachments tab	Notes/History	Sync History Tab	CRM Workflows Tab

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


Viewing Sold To tab 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.