MANUALS > Customer Orders > Customer Orders Module > Customer Orders, Update Menu > S/O

S/O

The Customer Orders option (i.e., Sales Order, S/O) allows users to create orders for parts that are being sold to their customers. This window is composed of a header level (where the Customer, Expenditure, Terms, etc. can be specified) and a detail level (where the specific part details, like the Quantity, Cost, Delivery Date, etc. can be specified for one or more parts through multiple line items).

The following tabs and buttons are available at the header level.

For information on the options in the detail level, refer to Customer Orders Detail.

Additional functionality can be utilized through the Auto Sales Order.

Open Customer Orders Table

In the lower half of the window, all open Customer Orders assigned to the signed-in user are displayed in a table. Click on a Customer Order from the table to display header information at the top of the window.

The table is broken down into multiple pages - users can switch through the pages listed at the top and bottom of the table. The amount of items displayed in each page can be changed through the dropdown at the top and bottom of the table (the options are 5, 10, 15, or 50 items per page). The table can be filtered to display specific information by entering the specific data in the blank fields under each column name. Alternatively, line items can be sorted by using the up/down arrows next to the column name. Some tables contain a dropdown arrow in the first column that can be selected to display additional information for the selected record. When the required record is selected, click on the Select button to access the Detail window.

The Export as Excel button can be selected to view the queried data (including all pages) in an Excel spreadsheet. This Excel file can be saved for later use. For more information refer to the Export as Excel Button via the eMRO System Standards manual.

The following columns are available in this table:
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Order Type

Type of Order. By order type, certain receiving and financial behaviors will be assigned to the order at receiving of the various Order Types. These order types exist under the Orders or Customer Orders Modules exclusively. All Order Types are Hard Coded into the programming syntax.

Order Number

The type of order and the order number for the transaction.

Name

The name of the customer who was selected in the Customer field will appear here as defined in the Customer Master.

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Sales Order Process

This update window is also available in query mode where users can view the records provided in this window but cannot create new records or edit existing data. Refer to this module's Query menu.