Sales Order Entry - Advanced Line Entry - Open Orders overview

Sales > Entry > Order

Use this page to review recent open orders and quotes related to the product that you are adding or modifying on the Advanced Line Entry screen. This information helps prevent duplicate orders, inconsistent pricing, and reduced margins.

After you specify a product on the Advanced Line Entry screen, the Open Orders option is displayed with the number of matching orders and quotes. This option is displayed only if open orders or quotes exist for the specified customer and product within the last six months.

When you click Open Orders, these sections are displayed:

  • Line Details: Includes information about the current order line such as Quantity Ordered, Unit, and Price.
  • Orders: Includes information about open orders and quotes such as Entered Date, Promised Date, Quantity Ordered, Price, Taken By Name, Line Type, Order Number, Suffix, Stage, Type, Disposition, Ship To, Warehouse, Customer Purchase Order, Quantity Shipped, Unit, Net Amounts, Cost, and Tied orders.

You can perform these actions on the Orders grid:

  • View open orders and quotes for the specified customer and product.

    Note: The search is performed at the customer level. You can filter the results by Ship-To value in the grid.
  • Click an order number to view the order information on the Sales Order Inquiry screen.
  • Click the tied order number to view the relevant information on the Purchase Order Inquiry, Warehouse Transfer Inquiry, Value Add Inquiry, or Kit Production Inquiry screens, based on the linked order type.

  • Select an order and click Apply Price to apply the previous order price of the product to the current order line. If no validation errors occur, the Advanced Line Entry screen is displayed, and the selected price is applied to the current order line.

    Note: Margin warnings (5626, 5627) and product restriction warnings (6943, 6944) are not considered as validation errors.
  • Select and export the selected orders to an Excel file.

  • Click Criteria Details to view the search criteria that is used to find the list of open orders and quotes. The default criteria include:

    • Customer and Warehouse: The values specified on the Initiate screen.
    • Product: The value specified on the Advanced Line Entry screen.
    • Entered Date: Last six months from the current date.
    • Product Type: All Orders and Kit Components.
    • Line Type: All line types.
    • Stage: Ordered, Entered, and Picked.

    • Transaction Type: Stock Order, Quote Order, Direct Order, Future Order, Standing, Counter Sale, Blanket Release, and Manufacturer Rep Order.

      The Transaction Type function security defined for the operator on the SA Operator Setup-Function Security screen is also considered during the search.

    • Record Limit: The maximum number of records defined by the UserSettings.DefaultRecordLimit business rule value on the SA Business Rule Setup screen.
    Note: The search criteria are fixed in the user interface and can be modified through extensibility.