Working with Sales Orders

Use the Sales Order details page to view, add, or modify the information for a selected Sales Order.

To modify the Sales Order details:

  1. Select Master Explorer > Sales > Sales Order. The Sales Order list page is displayed.
  2. Click the sales order number. The Sales Order details page is displayed.
  3. Click View More to modify these details:
    Order ID
    The unique ID assigned when the sales order is created.
    Purchase Order
    The customer Purchase Order number.
    Date Requested
    The date the customer placed the sales order.
    Date Promised
    The date the sales order is promised to be delivered to the customer.
    Due Date
    The date by which the sales order must be delivered.
    Comments
    The additional notes about the sales order.
    Account
    The account associated with the sales order.
    Account Manager
    The individual in the company who is responsible for the account.
    Requested By
    The contact requesting the sales order.
    Opportunity
    The opportunity associated with the sales order.
    Quote
    The original quote if the sales order is converted from a quote. This information is for display only and cannot be modified.
    Status
    The status of the sales order.
    Type
    The order type.
    Back ordered
    Select the check box if the products associated with the sales order are on back order.
  4. Click History tab to view the history of activities performed on the selected Sales Order. Click View Full List to view all the activities.
  5. Click Files tab to view the history of attachments linked to the selected Sales Order. Click View Full List to view all the attachments.
  6. Expand or collapse an entity related section to add, review or modify the data defined for the various entities linked to the Sales Order.

    The ION Workflows Related Item section is displayed if the implementation is integrated with ION Workflow.

  7. Click Save. You can use the other functions from the Detail View toolbar.
    You can access the Detail menu. The Detail menu contains these options:
    • Sync History
    • Accounting
    In an integrated environment, you can view Accounting.
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