View sales orders for stock items

To view the details of orders or returns for a specific item, use the View Sales Orders for Item activity. This shows information about your current orders and archived orders.

Once the customer is selected the sales orders and returns associated with the customer are displayed and the status of each one is indicated. From this list you can select the order or return you are interested in and view it in detail.

If you have enabled the SOP setting to record details of cancelled orders, you can view orders and returns with cancelled goods or services (cancelled order/return lines).

Note: Invoice, despatch, allocation and linked purchase orders line details cannot be viewed for archived orders.

To view sales orders for a stock item

Open: Sales Order Processing > Enquiries > View Sales Orders for Stock Item.

  1. Select the stock item to display all orders for the item. You can choose to display only those orders with cancelled order lines.
  2. The Current Orders tab shows current orders for the item.
  3. Select the Archived Orders tab to show orders that have been archived.
  4. To view cancelled orders or returns select the Display only orders with cancelled order lines check box. This list is updated accordingly.
  5. Select an order or return from the list, and click View.

  6. You can view more information related to the order.

    1. Click Invoices to display a summary list of invoices linked to the sales order.
    2. Select an invoice to view or to reprint.
    3. Click Print.
    • Provided you have appropriate permissions you can view the profit level for the order as well as the profit level for individual items. To do this click Order Profit on either the Order Details tab or Delivery and Invoicing tab. Values are displayed in the order's currency. Negative values are displayed in red.

      • Note: Profitability is calculated on a line by line basis. For this reason, profitability figures reflect line discounts, but not order or invoice discounts.

    • Click Cancelled order lines to view the cancelled order lines linked to the sales order.
    1. Select the item that you want to view the details for, and click View item. The appropriate line details are displayed.

    2. If the item is standard or free text you can also view the analysis code, invoices (if goods have been invoiced for the line), despatches, allocations, and linked purchase orders, by clicking on the appropriate button.

      If viewing analysis code information, the analysis code information for the order line is displayed.

      1. Current order only. If viewing invoices, the invoice history for the order line is displayed. You can choose to display the invoice for an invoice history entry and you can request that the invoice is reprinted. The list excludes cancelled invoices. Batch/serial numbers associated with the invoice can be viewed. Reprint invoices list the associated batch/serial numbers provide your system is set to print these numbers on invoices.
      2. Current order only. If viewing despatches, the despatch history for the order line is displayed. You can choose to display the despatch note for a despatch history entry and you can request that this is reprinted.
      3. Current order only. If viewing allocations, the allocation history for the order line is displayed.
      4. Current order only. If viewing linked purchase orders, the linked purchase order for the order line is displayed.

    Note: If the item is a batch/serial numbered item you can view the batch/serial allocation and despatch history. This covers details such as the batch/serial number and, if applicable, the sell by and use by dates.

See also

Overview

Sales document workspaces and enquiries