Accounting Sales Orders Tab

(Accounting Integration Only) The Accounting Sales Orders tab in the Account Detail view displays the account's sales orders from the integrated accounting system. You can use this tab to see information such as the order date, status, charges, and so on. This information is read-only.

To view

  1. Open the Account Detail view for the linked account.
  2. Click the Accounting Sales Orders tab.
  3. To view additional invoice details, click the order number in the Order Number column. The Sales Order Detail view displays additional read-only information.

This view contains the following columns:

Column Description
Order Number The sales order number.
Order Date The date the sales order was placed.
Status The sales order status.
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.
Net Total The total value of the sales order, including discounts, and excluding tax.
Discount Total Any discounts 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 applied to the sales order.
Gross Total The total value of the sales order, including tax, discounts, and charges.
Currency The sales order currency.