Sales Order and Quote History Inquiry - Fields

 

Sales Order and Quote History Inquiry

Order Number

Enter the order number, or click the Lookup button to list all order numbers.

Click the Memo button to view, create, or maintain memos. The Memo button is available only if the appropriate memo type has been set up in Memo Manager Maintenance for this task. If a memo already exists for this task, the Memo button appears yellow. If a memo does not exist, the Memo button appears blue. For more information, see Memo Maintenance.

1. Header

This tab displays invoice information such as the order date, customer number, purchase order number and order status.

The RMA Number field appears if the Return Merchandise Authorization module is set up. The job number appears if the Job Cost module is integrated with Sales Order. The Sage CRM Customer, Sage CRM User ID, and Sage CRM Opportunity fields appear if the Customer Relationship Management module is set up.

 

2. Address

This tab displays the customer's bill-to and ship-to address information. The bill-to customer number appears if the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options.

 

3. Lines

 

Lines List Box

This list box displays sales order and quote history information.

Use the buttons located to the right of the list box to view invoice history, comments, extended item descriptions, and other line item information.

For more information, see:

Invoices for Detail Lines

Comment Text

Additional Fields

Item Text Inquiry

Select a row and click the Export to Excel button to export the contents of the list box to Microsoft Excel. The button is available if Excel is installed on your computer and you have the appropriate security setup.

 

4. Totals

This tab displays order totals and discount, sales tax, shipping, and payment information.

If credit card and/or ACH payment processing are enabled in Company Maintenance, credit card and ACH payment information can be viewed. For more information, see Payment Information (Inquiry).