VIEW SALES ORDER STATUS INFORMATION

Use this screen to view sales order information. Detailed sales order line information, such as issues and voucher history, displays along with approval information. If you use Multicurrency, some amount field labels display the prefix "Trans Currency".

Use this screen whenever you need to verify the status of a sales order.

Location

Project

Enter, or click to select, a project ID to limit the inquiry to one project; then click to run the inquiry. You can refine your inquiry by selecting a sales order status code or combination of status codes from the Select SO Status group box. Leave the Project field blank before you click to include all sales orders that match the selected status codes.

Catalog

Enter, or click to select, a catalog ID to limit the inquiry to one catalog; then click to run the inquiry. Select a sales order status code or combination of status codes from the Select SO Status group box to refine your inquiry. Leave the Catalog field blank before you click to include all sales orders that match the selected status codes.

Customer

Enter, or click to select, a customer ID to limit the inquiry to sales orders for one customer; then click to run the inquiry. Select a sales order status code or combination of status codes from the Select SO Status group box to refine your inquiry. Leave the Customer field blank before you click to include all sales orders that match the selected status codes.

Sales Order

Enter, or click to select, a sales order ID to limit the inquiry to one sales order; then click to run the inquiry. Leave the Sales Order field blank before you click to include all sales orders that match the selected status codes.

Trans Currency

Enter, or click to select, a transaction currency to limit the inquiry to sales orders for one currency; then click to run the inquiry. Select a sales order status code or combination of status codes from the Select SO Status group box to refine your inquiry. Leave the Trans Currency field blank before you click to include all sales orders that match the selected status codes.

Select SO Status

Use this group box to retrieve a sales order or group of sales orders. Select the status code check boxes on which to base your inquiry then use to display the related sales orders. Use these status codes with a value entered in the Project, Catalog, Customer, or Sales Order fields, or base your inquiry solely on one or more status codes.

Pending

Select this check box to include sales orders with a pending status in your inquiry.

Approved

Select this check box to include sales orders with an approved status in your inquiry.

Closed

Select this check box to include sales orders with a closed status in your inquiry.

Void

Select this check box to include voided sales orders in your inquiry.

In Approval

Select this check box to include sales orders with an in-approval status in your inquiry.

Rejected

Select this check box to include sales orders with a rejected status in your inquiry.

System Closed

Select this check box to include sales orders with a system closed status in your inquiry.

Table Window

Sales Order

This field displays the sales order ID.

Rlse

This field displays the release number associated with the sales order ID.

Type

This field currently displays the only available type code, S (Sales order). Options such as change orders, blanket orders, and release orders will be added in future versions of Costpoint.

Status

This field displays the sales order status.

Approval Process Code

This field displays the approval process for the sales order if approvals are required; otherwise, this field is empty.

Approval Process Desc

This field displays the description associated with the approval process code

Customer

These field displays the customer's ID from the sales order.

Customer Name

These field displays the name from the sales order.

Price Project

This field displays the price project ID, if selected on the sales order.

Price Catalog

This field displays the price catalog ID, if selected on the sales order.

Sales Rep

These field display the sales representative's ID and name, if selected on the sales order.

Sales Rep Name

These field displays the sales representative's ID and name, if selected on the sales order.

Order Date

This field displays the date on which the sales order was created.

Trans Currency

This field displays the transaction currency of the sales order.

Trans Currency SO Total Amt

This field displays the sales order's total amount (including line charges and taxes) in the specified transaction currency.

Func Currency SO Total Amt

This field displays the sales order's total amount (including line charges and taxes) in the functional currency value.

Customer PO

This field displays the customer purchase order number if it was entered for the sales order on the Manage Sales Orders screen.

Quote

This field displays the quote number, if applicable, for the sales order. You can enter this value on the Header Info tab of the Manage Sales Orders screen.

Entry User

This field displays the user ID of the person who entered the sales order.

Subtasks

• Table Information

  The changes to this screen affect the following tables:

  • NCR_CUST_ID

  • NCR_INVC_ID

  • NCR_PRICE_CAT_CD

  • NCR_PROJ_ID

  • SO_INVC_HDR

  • OE_CATLG_SETTINGS

  • CUST

  • OE_PROJ_SETTINGS

  • SO_HDR

  • W_FUNC_PARM_CATLG

  • SO_LINE_DOCUMENT