Contents of the View Sales Analysis Information Screen

Use the fields and options to configure the View Sales Analysis Information screen.

Contents

Field	Description
Project	To limit the inquiry to sales orders for one project, enter, or click to select, the project ID and then click . 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 clicking to include all sales orders in Costpoint that match the selected status codes.
Catalog	To limit the inquiry to sales orders for one catalog, enter, or click to select, the catalog ID and 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 Catalog field blank before using to include all sales orders in Costpoint that match the selected status codes.
Customer	To limit the inquiry to sales orders for one customer, enter, or click to select, the customer ID and 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 Customer field blank before using to include all sales orders in Costpoint that match the selected status codes.
Sales Order	To limit the inquiry to one sales order, enter, or click to select, the sales order ID and then click to run the inquiry. Leave the Sales Order field blank before clicking to include all sales orders in Costpoint that match the selected status codes.
Trans Currency	To limit the inquiry to sales orders for one transaction currency, enter, or click to select, the transaction currency and 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 Trans Currency field blank before clicking to include all sales orders in Costpoint 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.

Field	Description
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

Field	Description
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 displays the only available type code, S (Sales order). Other codes display when options such as change orders, blanket orders, and release orders are added in a future version of Costpoint.
Status	This field displays the sales order status.
Approval Process	This field displays the approval process for the sales order if approvals are required; otherwise, this field is blank.
Customer	This field displays the customer ID from the sales order.
Customer Name	This field displays the name customer's 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	This field displays the sales representative's ID, if selected on the sales order..
Sales Rep Name	This field displays the sales representative's name.
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 line item.
Trans Currency SO Total Amt	This field displays the total amount of the sales order line item listed in transaction currency.
SO Total Amt	This field displays the sales order's total amount, including line charges and taxes.

Subtasks

Subtask	Description
Sales Analysis	Click this link to open the Sales Analysis subtask. Use this  to view the sales analysis for the order as a whole using cumulative line information.
Sales Orde Lines	Click this link to open the Sales Order Lines subtask.
Exchange Rate	Click this link to open the Exchange Rate subtask. Click this link to view exchange rate information for the sales order row.
User-Defined Info	Click this link to open the User-Defined Info subtask.
SO Header Documents	Click this link to open the SO Header Documents subtask.