Sales document workspaces and enquiries

Open: Sales Order Processing > Enquiries > Sales Documents.

Use this to see information about your sales documents such as delivery and despatch details or invoice and credit note details.

You can:

• Highlight a sales document and see the details, totals, payment details, delivery /receipt details, despatched/received details, and invoice/credit note details, analysis codes, profit analysis and cancelled lines.

• Open a related workspace with the content already filtered. For example, if you want to view the lines for a specific order, select the order (using the check box) and choose Actions > Sales Document Line Enquiry. The Sales Document Line Enquiry workspace opens with the list of lines filtered for the selected order.

  Note: This option is not available if you have more than one row selected.

• Desktop only - Complete related tasks from the list of Actions such as viewing an order, amending a document, entering a new order or allocating stock.
• Sort and filter the list of sales documents. Use the filter options to see information such as documents relating to a specific customer, or documents related to a specific analysis code or above a certain value.
• Find a specific document. For example, use the toolbar filter to find an order by document number, customer order number or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Order Processing > Enquiries > Sales Document Lines.

Use this to see a list of all the lines on your sales documents. Use this to see information such as the goods despatched for each order line, goods allocated for each line and invoice history for each order line.

You can:

• Highlight a sales document line and see the line details, allocations, traceable allocations, despatch /receipt details, invoice/credit note details, profit analysis, linked purchase orders and view associated nominal accounts and projects (line analysis).

• Open a related workspace with the content already filtered. For example, if you want to view the order for a line, select the line (using the check box) and choose Actions > Sales Document Enquiry. The Sales Document Enquiry workspace opens with the list of lines filtered for the selected order.

  Note: This option is not available if you have more than one row selected.

• Desktop only - Complete related tasks from the list of Actions, such as amending a line, allocating or despatching stock.
• Sort and filter the list of document lines. Use the filter options to search for lines such as those related to a specific order or return, or to a specific product group or product item, or by requested delivery date.
• Search for a specific document line. For example, use the toolbar filter to find a line by stock item or stock item location.
• Print a list of the document lines that you are interested in.
• Export the list of document lines that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Order Processing > Enquiries > Sales Invoices and Credits.

Use this to see information about the invoices and credit notes produced from your sales orders and returns.

You can:

• Highlight an invoice or credit note and see the details, profit analysis and linked sales orders and returns.

• Open a related workspace with the content already filtered. For example, if you want to see the line details for an invoice, select the invoice (using the check box) and choose Actions > Sales Invoice and Credit Line Enquiry. The Sales Invoice and Credit Line Enquiry workspace opens with the list of invoice lines filtered for the selected invoice.

  Note: This option is not available if you have more than one row selected.

• Desktop only - Complete related tasks from the list of Actions such as reprint the invoice or credit note.
• Sort and filter the list of invoices and credit notes. Use the filter options to see information such as invoices only, credit notes only, invoices or credit notes relating to a specific customer, or invoices with payments.
• Find a specific invoice or credit note. For example, use the toolbar filter to find an invoice by invoice number, date or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.

Open: Sales Order Processing > Enquiries > View Sales Invoices and Credit Lines.

Use this to see a list of the lines on your invoices and credit notes.

You can:

• Highlight an invoice or credit note line and see the details and profit analysis.

• Open a related workspace with the content already filtered. For example, if you want to see invoice details for an invoice line , select the line (using the check box) and choose Actions > Sales Invoice and Credit Line Enquiry. The workspace opens with the list of invoices filtered for the selected invoice line.

Note: This option is not available if you have more than one row selected.

• Sort and filter the list of invoices and credit note lines. Use the filter options to see information such as lines relating to a specific invoice or credit note, lines relating to a stock item, or lines by value.
• Find a specific invoice or credit note line. For example, use the toolbar filter to find a line by invoice number, date or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.

Open: Sales Order Processing > Enquiries > Sales Document Status.

Use this to see information about the status of your sales orders.The Value Status Pipeline Indicator shows the percentage of the order that has been allocated, despatched, and invoiced. If a sales document has a zero value, the Value Status Pipeline is not displayed.

About the Sales Order Value Status Pipeline Indicator

Sales Order Value Status Pipeline

The indicator is divided into five sections for sales orders and four sections for returns. Each section represents a stage in the sales order process.

Each section is shaded in a different colour. The amount of shading in each section represents the percentage of the total value of that order, which has reached that stage.

A line represents 0% and a fully coloured box represents 100%.

You can see the exact percentage for each stage of the order from a tooltip.

The stages of a sales order are shown below.

Stage	Colour
% To be allocated
% Available for despatch
% Despatched but not yet invoiced
% Invoiced but not yet posted
% Invoiced and posted

Once the Invoiced and Posted section is filled to 100%, the order is complete.

The stages of a sales return are shown below:

Stage	Colour
% To be received
% Received but not yet credited
% Credited but not yet posted
% Credited and posted

Once the Credited and Posted section is filled to 100%, the return is complete.

You can:

• Highlight a document and see its associated lines, as well the details of the document such as payments, despatches or deliveries, invoice or credit note history and profit.
• Highlight a document line and see the details of the line, despatches or deliveries, allocations and invoice or credit note details.
• Desktop only - Complete related tasks from the list of Actions such as despatch or receive goods, amend an order or print an invoice.
• Sort and filter the list of sales documents. Use the filter options to see information such as documents relating to a specific customer, or documents by promised delivery date or above a certain value.
• Find a specific document. For example, use the toolbar filter to find an order by document number, customer order number or value or to find a specific document line.
• Print a list of the documents or document lines that you are interested in.
• Export the list of documents or document lines that you are interested in to an Excel spreadsheet.

• Run related reports.

Open: Sales Order Processing > Enquiries > SOP Payments Totals.

Use this to see information about the total number and total value of payments taken with sales orders.

You can:

• Highlight a payment method and see the sales orders that make up the total.
• Desktop only - Complete related tasks from the list of Actions such as amend a payment method.
• Sort and filter the list of payment methods or sales orders.
• Print a list of the payment methods or sales orders that you are interested in.
• Export the list of payment methods or sales orders that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Sales Order Processing > Sales Document List.

Use this to see a list of all sales orders, returns, quotations and pro formas.

You can:

• Open a related workspace with the content already filtered. For example, if you want to view the lines for a specific order, select the order (using the check box) and choose Actions > Sales Document Line Enquiry. The Sales Document Line Enquiry workspace opens with the list of lines filtered for the selected order.

  Note: This option is not available if you have more than one row selected.

• Desktop only - Complete related tasks from the list of Actions such as viewing an order, amending a document, entering a new order or allocating stock.
• Sort and filter the list of sales documents. Use the filter options to see information such as documents relating to a specific customer, or documents related to a specific analysis code or above a certain value.
• Find a specific document. For example, use the toolbar filter to find an order by document number, customer order number or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Order Processing > Enquiries > Archived Sales Documents.

Use this to see a list of your archived sales orders and returns together with information about associated invoices and credit notes.

Sales orders and returns can be archived using the SOP > Utilities > File Maintenance > Archive SOP Orders and Returns option.

Note: Archiving is only available for On Premise deployments.

You can:

• Highlight a sales document and see the details, totals, payment details, invoice or credit note details and cancelled lines.

• Open a related workspace with the content already filtered. For example, if you want to view the lines for a specific order, select the order (using the check box) and choose Actions > Archived Sales Document Line Enquiry. The Archived Sales Document Line Enquiry workspace opens with the list of lines filtered for the selected order.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the list of sales documents. Use the filter options to see information such as documents relating to a specific customer, or documents relating to a specific analysis code or above a certain value.
• Find a specific document. For example, use the toolbar filter to find an order by document number, customer order number or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Sales Order Processing > Enquiries > Archived Sales Document Lines.

Use this to see a list of all the lines on your archived sales orders and returns. Use this to see information such as the goods despatched for each order line, goods allocated for each line and invoice history for each order line.

Sales orders and returns can be archived using the SOP > Utilities > File Maintenance > Archive SOP Orders and Returns option.

Note: Archiving is only available for On Premise deployments.

You can:

• Highlight a sales document line and see the line details, invoice or credit note details and view associated nominal accounts and projects (line analysis).

• Open a related workspace with the content already filtered. For example, if you want to view the lines for a specific order, select the order (using the check box) and choose Actions > Archived Sales Document Enquiry. The Archived Sales Document Enquiry workspace opens with the list of lines filtered for the selected order.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the list of document lines. Use the filter options to search for lines such as those related to a specific order or return, or to a specific product group or product item, or by requested delivery date.
• Search for a specific document line. For example, use the toolbar filter to find line by stock item or stock item location.
• Print a list of the document lines that you are interested in.
• Export the list of document lines that you are interested in to an Excel spreadsheet.

Open: Sales Order Processing > Enquiries > Archived Sales Invoices and Credits .

Use this to see information about the invoices and credit notes produced from your archived sales orders and returns.

Sales orders and returns can be archived using the SOP > Utilities > File Maintenance > Archive SOP Orders and Returns option.

Note: Archiving is only available for On Premise deployments.

You can:

• Highlight an invoice or credit note and see the details and the linked sales orders or returns.

• Open a related workspace with the content already filtered. For example, if you want to see customer details for an invoice, select the invoice (using the check box) and choose Actions > Customer Account Enquiry. The Customer Account Enquiry workspace opens with the list of customers filtered for the selected invoice.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the list of invoices and credit notes. Use the filter options to see information such as invoices only, credit notes only, invoices or credit notes relating to a specific customer, or invoices with payments.
• Find a specific invoice or credit note. For example, use the toolbar filter to find an invoice by invoice number, date or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.

Open: Sales Order Processing > Enquiries > Archived Sales Invoices and Credit Lines.

Use this to see a list of the lines on invoices and credit notes for archived sales orders and returns.

Sales orders and returns can be archived using the SOP > Utilities > File Maintenance > Archive SOP Orders and Returns option.

Note: Archiving is only available for On Premise deployments.

You can:

• Highlight an invoice or credit note line and see the line details.
• Sort and filter the list of invoices and credit note lines. Use the filter options to see information such as lines relating to a specific invoice or credit note, lines relating to a stock item, or lines by value.
• Find a specific invoice or credit note line. For example, use the toolbar filter to find a line by invoice number, date or value.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.

Use this to determine the price and discount available to a customer for a standard stock item in relation to the quantity required.

The price and discount displayed for a foreign currency customer account may be subject to variation due to exchange rate fluctuations.

Open: Sales Order Processing > Sales Order Processing > Enquiries > Customer Price Enquiry.

1. Select the customer in the Account selection area.
2. Select the stock item in the Product item area.
3. Enter the required item Quantity.
4. If the item uses trade units, select the required selling unit and selling price unit.
5. The Selling prices area displays the currency, price and discount figures for the selected item and quantity.
6. You can view more information related to the item.
   • To view the stock level for the item, click Stock Item Balances.
   • To view outstanding sales orders for the item, click Sales Orders.
   • To view outstanding purchase orders for the item, click Purchase Orders.