Sales Orders Fields

This section describes the fields and actions on the Sales Orders workspace.

Header Fields

Field	Description
Sales Order Number	This field displays the identification number of the sales order, which is allocated automatically by Maconomy and cannot be modified.
Customer Name	This field displays the name of the customer who ordered the items.
Customer Number	This field displays the customer identification number.

Header Actions

Button	Description
+ New Sales Order	Click this action to create a new sales order.
	Click this action to refresh data in the current workspace.
	Click this action to display the list view. Click this action to display the detailed view.
Save	Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made.
Revert	Click this action to undo changes made to the current record, or to any of its lines.
Approve	Click this action to approve the current sales order. Once approved, the sales order can be invoiced Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Print Invoice	Click this action to print the sales invoice.
Other Actions	This dropdown list includes the following actions: Print Draft - Select this action to print the sales order draft. Print Order Confirmation - Select this action to print the order confirmation for the current sales order. Release to Invoice - Select this action to invoice an approved sales order. Then job item journals with job entries are created which can be invoiced in Job Cost if the Invoice in Job Cost checkbox is also selected. Copy Order... - Select this action to copy a sales order. You can choose to copy all the information from the current sales order to the new one or change any of the details.

Sales Orders Fields

Field	Description
Customer	This field displays the ship-to customer's name and identification number, including the address where orders will be delivered. Once order lines are created for the sales order, you can no longer update the customer's primary details. This field also displays the customer's attention person to whom the shipment is addressed, and the customer's phone number and email address. Contact details may be updated as needed. If you are creating a new sales order, Maconomy retrieves the customer information from the Customers workspace, but you can make the necessary changes.
Reference	This field displays the customer contact with whom you spoke about the sale, if applicable.
Bill to Customer	This field displays the bill-to customer's name to whom the payment information for the order is addressed. It also includes the bill-to customer's address, attention person, and additional contact details. You can only update the bill-to customer name or identification number. After you select a name or number, Maconomy retrieves the bill-to customer's contact information from the Customers workspace automatically.
Sales Rep.	This field displays the name and number of the employee who serves as the sales representative for the current sales order. Maconomy automatically assigns the representative who commonly sells to the current customer, but you can update this field as needed.
Total	This field displays the amount to be paid by the customer for the current sales order. Click the amount to display an info bubble with details of the breakdown.

Order Details Card

Field	Description
Job	This field displays the job that is linked to the sales order.
Task	This field displays the task related to the sales order if it is linked to a job.
Invoice in Job Cost	Select this checkbox to invoice the sales order in Job Cost. You can only select this checkbox if the sales order is assigned to an open job and no items have been delivered.
Payment Terms	This field displays the applicable payment terms for the current customer. Select a payment term from the dropdown list to update the field.
Tax No.	This field displays the customer's tax number.
Preferred Invoice Date	This field displays the customer's preferred invoice date.
Currency	This field displays the currency of the sales order. You cannot modify this field once order lines or charges are added to the sales order.
Approved	This field indicates whether the sales order is approved.
Language	This field displays the language to be used when printing sales orders. If applicable, Maconomy retrieves the language from the customer information in the Customers workspace, but you can update this field as needed.
Company	This field displays the name and number of the company responsible for the sales order.

Dimensions Card

Field	Description
Location	This field displays the value for the Location dimension, if applicable.
Entity	This field displays the value for the Entity dimension, if applicable.
Project	This field displays the value for the Project dimension, if applicable.
Purpose	This field displays the value for the Purpose dimension, if applicable.
Specification 2-3	This field displays the values for the Specification 2 to 3 dimensions, if applicable.
Location Specification 1-3	This field displays the values for the Local Specification 1 to 3 dimensions, if applicable.