Displaying Sales Orders

Overview

Use this job aid to display all sales orders, active sales orders, filled sales orders, underfilled sales orders, and cancelled sales orders.

To display sales orders:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Account Balance Inquiry.
3. In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to inquire on.
4. Click OK.
5. Highlight the Location and then click Select.
6. Select Display Sales Orders.
7. In the Order Status box, type 0 for all orders, or type A to display only active orders, or type F for Filled Orders, or type U for Underfilled Orders, or type X for cancelled orders, or type 1 - 9 for pending statuses 1 - 9.
8. In the Beginning and Ending box type Order Date and/or Shipment date if applicable. 
9. Click OK.
10. Select an order.
11. Click OK.
12. Click OK.
13. Click Back.

Learn more about Account Balance Inquiry feature:

• Calculating the Amount Due ACR
• Displaying Address and Phone Information
• Displaying Aged Balances ACR
• Displaying Payments
• Displaying Sales Orders
• Displaying Delivery Tickets
• Displaying Invoices ACR
• Account Balance Analysis ACR
• Using Contact Types in Accounts Receivable