Sales Order Detail View (Accounting Integration)

(Accounting Integration Only) The Sales Order Detail view displays read-only information from your accounting system.

If you do not have Accounting Integration configured for your system, use the Sales Order Detail view to view sales order information.

To view

Open the Account Detail view, and click the Accounting Sales Orders tab.
Click the order number for the invoice you want to view. The following information displays:

Box	Description
Order Date	The date the sales order was created.
Hold Status	The sales order hold status. For example, On Hold.
Type	The sales order type.
PO Number	The customer's purchase order number for the sales order.
Quotation	The quotation used to create the sales order.
Contact	The contact for the customer who placed the sales order.
Sales Person	The salesperson associated with the sales order.
Price List	The name of the price list used to derive the price.
Net Total	The total value of the sales order, including discounts, and excluding tax.
Discount Total	Any discount that may be applicable to the sales order.
Charges Total	The total value of any charges applied to the sales order. For example, finance charges or interest.
Tax Total	The total tax amount.
Order Amount	The total value of the sales order, including tax, discounts, and charges.
Currency	The currency used on the sales order.
Total Cost	The total cost of the sales order.
Total Profit	The total profit on the sales order (net total – cost total).
Invoice Status	Invoice status of the order.
Delivery Date	The anticipated delivery date.
Due Date	The date the sales order is due by the customer.
Carrier	The company that will be delivering the sales order.
Allocation Status	The status of commodity allocations against the sales order.
Delivery Status	The delivery status.

Column	Description
Line Number	The line number. The line number is used for sequencing of lines.
Type	Notes applicable to the line. If the line is for a commodity, the description may display here.
Commodity	The commodity name.
Variant	The commodity variant (for example, color or size).
Dimension	The commodity dimension.
Unit	The scale used to measure the quantity of the commodity. For example, "Each" or "Box of 10".
Location	The warehouse location.
Price List	The name of the price list used to derive the price.
Quantity	The quantity of the line.
Initial Price	The initial price of the line (before discounts).
Actual Price	The actual price of the line (after discounts or adjustments).
Net Total	The total value of the line including discounts and excluding tax.
Charges Total	The total value of any charges applied to the line (for example, finance charges or interest).
Discount Total	The total of any discounts applied to the line.
Tax Total	The tax applicable to the line.
Gross Total	The total value of the line, including tax, discounts, and charges.

Column	Description
Payment Date	The receipt date.
Name	The receipt name.
Type	The receipt type. For example, pre-payment, payment on account, and so on.
Status	The receipt status. For example, cleared, pending, authorized, and so on.
Net Total	The net amount of the receipt.
Discounts	The value of any discount that has been taken off the receipt.
Charges	The total value of any charges applied to the receipt. For example, finance charges or interest.
Tax	The value of any tax that has been included in the receipt.
Gross Total	The value of the receipt if tax and discounts are included. For example, the actual amount received.
Currency	The receipt currency.
Tender Type	The tendering method used for the receipt. For example, cash, check, credit card, and so on.
Tender Reference	The reference for the receipt associated with the tender type. For example, a check number, credit card number, and so on.
Process Date	The date the receipt was processed.

Column	Description
Number	The sales order number.
Type	The sales order delivery type.
Status	The status of the delivery. For example, Part or Complete.
Requested Date	The requested delivery date.
Actual Date	The actual delivery date.
Actual Time	The actual delivery time.
Requested Quantity	The total quantity of the commodity requested on the sales order delivery (from associated sales orders).
Delivered Quantity	The total delivered quantity of the commodity.
Method	The delivery method. For example, Courier, Collection, and so on. This method may be different from the method requested on the sales order.
Carrier	The supplier that will deliver the sales order.
Carrier Reference	The reference number used by the carrier during delivery.
Exception Reason	A reason for the difference in the delivery date, if any.