Select this to view sales order information by entering a sales order number.

You can only view sales orders in a status of Cancelled(\) or Cancelled during entry(*) in this sequence.

Select this to view sales order information by entering a customer code.

To view Cancelled(\) or Cancelled during entry(*) sales orders, you need to select the By Sales Order sequence.

If you select this option, then you must know the customer's purchase order number to enter it (i.e. there is no browse available on customer purchase order numbers).

You typically select this sequence when customers give you their purchase order number because that is the only reference they have to give to you.

To view Cancelled(\) or Cancelled during entry(*) sales orders, you need to select the By Sales Order sequence.

Select this to use the SO Value Sales Orders program to establish the value of a specific sales order based on the original and outstanding amounts.

For foreign currency customers you can alternate between viewing order values in local or foreign currency. This is achieved by selecting the option: Convert to Foreign Currency Values. The currency in which the order values are being displayed is indicated in the window title bar.

Select this to establish how many items are on backorder for a specific stock code or a specific customer.

You can also establish the total monetary value that the backorder quantity represents.

Select this to view the order backlog information by customer.

You are prompted to enter the customer for whom you want to display this information.

Select this to view the order backlog information by stock code.

You are prompted to enter the stock code for which to display this information. The following information is then displayed:

This option is only enabled if you created a dispatch note from the sales order.

Select this to use the Quotations Query program to view the information for the quotation.

This is only applies when the sales order was created from a quotation.

You can use the Browse icon to use the SO Sales Orders program to select the order number to query.

These include:

These include:

Select this to view live orders in a browser window. By default, archived orders can only be viewed in a browser window.

If you do not select this option, then individual orders can still be viewed in a browser window by selecting the View in browser option from the Query menu.

Select this to be able to view completed jobs for detail lines.

This information can be viewed from within the Detail Lines listview pane using the right mouse button to select Jobs from the shortcut menu.

Select this to be able to view purchase orders and requisitions that are complete, or purchase orders and requisitions linked to a completed detail line.

This information can be viewed from within the Detail Lines listview pane by using the right mouse button to select Purchase Order or Requisition from the shortcut menu.

The data may take longer to appear on the screen when you select this option.

Select this to include only active orders in the query.

If you select this preference, then you cannot view orders that are complete (i.e. status 9) orders that were cancelled during order entry (i.e. status *) and orders that were cancelled (i.e. status \).

Select this to use the SO Browse on Sales Invoices program to view information for invoices created from the sales order.

This indicates the delivery route on which the order was placed (see Browse on Delivery Routes).

This is only displayed if Load Planning is required (Sales Orders Setup).

This indicates the Order Header ship to address for the order. See also: Fix ship address at time of order entry (Sales Orders Setup).

For a Supply Chain Transfer order, the address of the target warehouse is displayed.

The first three lines of notes entered against the order using the Notepad editor are displayed. You can view and edit all the note lines by typically using your right mouse button to select the first line of notes.

See also: Tasks.

The following information is displayed when the EC Vat system required option is enabled (Company Tax Options Setup):

This indicates the ship date for the order.

For Scheduled Orders, Forward Orders and Supply Chain Transfers, this displays the ship date defined against the order line and is the ship date for the order line.

For all other order types, this displays the ship date defined against the order header and is the ship date for the order.

This indicates the sales order line number.

This indicates the sales order line status and is currently only used by the Release Reserved Stock and WMS Pick Slip programs. When using the Release Reserved Stock program to release reserved stock, the status is set to 8 - Ready to Invoice (or status 7 - Ready to be dispatched) and to a status of 9 - Complete when invoiced. The WMS Pick Slip program sets the line status to 6 when a picking slip is printed.

This applies to freight and miscellaneous charge order lines only and indicates whether these have been invoiced.

For a stocked line, this indicates the tax or GST code defined against the stock item (Stock Codes) when the customer is taxable.

For a non-stocked line, this indicates the tax or GST code for the non-stocked line if it was defined in the Sales Order Entry program or a blank if the Tax status on the Order Header is set to Non-taxable.

When you change the Tax/GST status on the Order Header after capturing order lines, only the order totals are recalculated and refreshed when the order header is saved. The Tax and GST codes for the existing order lines are not changed. This means that the tax or GST code displayed may not have been used for the line. For example: You capture a stocked line when the Tax status on the Order header is set to Taxable. The tax code defined against the stock code is displayed in the Tax (or GST) field on the order. You then change the Tax status to Non-taxable. The tax code in the Tax (or GST) is not set to spaces, but still displays the tax (or GST) code previously displayed.

This indicates the requisition linked to the sales order, where applicable.

This indicates the alternate stock code that was entered on the order line to obtain the SYSPRO stock code (see Stock Code Interchange).

This is only displayed for stocked order lines.

This indicates the type of alternate stock code used on the order line and can be one of the following:

This is only displayed for stocked order lines.

When Multiple bins are enabled (Inventory Setup) you can select this option to use the SO Lots, Bins, Serials Allocations program to view information on the bin(s) allocated to the detail line, providing the order is not in a status of 9 (complete). The reason for this is that once a sales order is complete, the bins are attached to the invoice and no longer to the sales order.

To view bin number information against completed sales orders, you can use the Customer Query program to select the invoice for the order and view the order details using the SO Browse on SO Lines program.

This option is disabled if the stock item is traceable, as the bins are inextricably linked to the lot number and are therefore queried via the lot number.

If the order line is for a lot traceable item, then you can view the lot numbers allocated to the line, providing the order is not in a status of 9. The reason for this is that once a sales order is complete, the lot numbers are attached to the invoice and no longer to the sales order.

To view lot number information against completed sales orders, you can use the Customer Query program, select the invoice for the sales order and view the order details using the SO Browse on SO Lines program.

If the order line is for a serialized item, then you can view the serial numbers allocated to the line, providing the order is not in a status of 9. The reason for this is that once a sales order is complete, the serial numbers are attached to the invoice and no longer to the sales order.

To view serial number information against completed sales orders, you can use the Customer Query program, select the invoice for the sales order and view the order details using the SO Browse on SO Lines program.

If a dispatch note was printed for the sales order, then serials must be viewed using the SORP32; program. Sales orders with serial allocations that have been Dispatched are not displayed when selecting the Serials hyperlink.

This option is disabled if the stock item is traceable, as the serials are inextricably linked to the lot number and are therefore queried via the lot number.

Select this to use the SO Lots, Bins, Serials Allocations program to view any lots, bins and serials allocated to reserved stock.

Stock is placed in reserve using the Sales Order Entry program. If lot, bin and serial information was entered at that time (see SO Reserve or Ship Stock), then that information can be displayed.

This indicates the purchase order requisition linked to the sales order line if applicable.

Details for completed requisitions, or requisitions linked to a completed detail line, are only displayed when the Preference: Show purchase orders and requisitions that are complete or purchase orders and requisitions linked to a completed detail line is enabled.

This indicates the purchase order linked to the sales order line if applicable.

Details for completed purchase orders, or purchase orders linked to a completed detail line are only displayed when the Preference: Show purchase orders and requisitions that are complete or purchase orders and requisitions linked to a completed detail line is enabled.

This indicates the job linked to the sales order line if applicable.

Details for completed jobs are only displayed when the Preference: Show jobs that are complete or jobs linked to a completed detail line is enabled.

No jobs are displayed when more than one job is linked to the sales order. You need to right-click on the sales order line in the Detail Lines pane and select the Job option to view all jobs linked to the sales order lines.

See Service Charges)

The information is displayed when you highlight a service charge line in the Detail Lines pane.

This indicates the load on which the currently highlighted sales order line was or is to be delivered (see Delivery Loads).

This is only displayed if Load Planning is required (Sales Orders Setup).

This indicates whether a trade promotion was applied to the line. If a trade promotion is attached to the line, then the comment "Attached to this line" is displayed.

For the actual promotion line, the type of promotion is displayed. For example for a free goods line, the comment "Free goods" is displayed.

This is only displayed for orders for Trade Promotions customers.

This indicates the promotion code applied to a trade promotions line.

This is only displayed for orders for Trade Promotions customers.

Select this hyperlink to use the Configuration Maintenance program to view details of the product configurations currently defined.

For this to apply to a non-stocked item, you must have created an Estimate for the non-stocked item.

This applies when the sales order line is linked to a configuration and the Allow in process configurations option is enabled against the configuration used (Product Configurator Header Maintenance).

Select this hyperlink to use the Product Configurator Configuration Library Selections program to view details of the components and operations library selections for the configuration library linked to the sales order line.

This applies when the Allow in process configurations option is enabled against the configuration used (Product Configurator Header Maintenance).

If you are using delivery notes and invoices, then these values are based on items with quantities in the Ship Qty field, excluding any previously invoiced items.

If you are using Dispatch notes then these values are based on items with quantities in the Ship Qty field, excluding any previously dispatched items.