General Sales Order Listing

Owned by Jia Pei Chan
Last updated: 2017-Dec-13 by Farah S Noshirwani (Unlicensed)
2 min read

Menu Path: Distribution > Order Taking > Misc Listing > General Sales Order Listing

This is the basic Sales Order Listing that allow users to filter by Outstanding Amount of the Sales Order, Creation Date, by branch and also filter out orders that requires production or delivery.

  • Select Branch
  • Select Customer
  • Select Exclude Customer → this function used if user want to generate for all sales order listing which exclude specific customer data
  • Select Date Range
  • Select Sales Order Type which configure from Drop Down List configuration
  • Select Outstanding Amount (with or without outstanding)
  • Select the Status → if approval required on the Sales Order Configuration
    • Active
    • Approved
    • Approved Required
    • Unapproved
  • Select State
    • All
    • Created
    • Cancelled
  • Select Process 
    • ALL
    • Production and Delivery → refer to Y/Y on the Create Sales Order Item Details (Prod/Del Column)

    • Production Only → refer to Y/N on the CreateSales Order Item Details (Prod/Del Column)

  • Delivery Only → refer to N/Y on the Create Sales Order Item Details (Prod/Del Column)

      • No Process Required → refer to N/N on the Create Sales Order Item Details (Prod/Del Column)

  • Click 'Get Listing'

Notes:

  • Click out for the Sales Order Number for the document pop up
  • Click Reorder on the Action Column which is hyperlink to Create Sales Order page
  • Click Edit on Action Column which is hyperlink Edit Sales Order page
  • Refer to row with Yellow Background for Sales Order that Partially Fulfilled
  • Refer to row with Purple Background for Sales Order that Fully Fullied
  • Refer to Related Document Column for any Sales Order that has been converted partially or fully to Invoice

Private & Confidential