Open topic with navigation

Sales Orders for (customer) screen

The Sales Orders for (customer) screen allows the user to review completed sales orders for a selected customer.

Use the Sales Orders for (customer) screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

2. Select a Customer.

   

3. Select Customer Admin > Sales Orders from the main menu to display the customer's Sales Orders for (customer) screen.

   

4. Complete the desired procedure(s) with onscreen features.

   Date Range fields	Enter starting and ending dates in the Date Range fields to display only sales orders from a specific time frame.
   All Dates checkbox	Check the All Dates checkbox to display sales orders from all dates. Uncheck the All Dates checkbox to activate the Date Range fields.
   Submit button	Click the Submit button to activate the selected list restrictions (Date Range and All Dates).
   Sort and Filter Reporting Screen Data	Enter a term (string of characters) in the Search field to display only records containing that term. Click the Clear Search (X) button to undo the Search field filter. Click the Clear All button to undo all filters. Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.) Click the Export to Excel (Table) button to export the data to an Excel file. Click the Column Chooser button to hide or display individual columns.
   Details button	Click a sales order's Details button to display its details on the Sales Order Details History screen.
   Print button	Click a sales order's Print button to print the sales order's invoice. (Refer to Print an Invoice from the Sales Orders for (customer) Screen for more information.)

   • View a Customer’s Sales Orders
   • Print an Invoice from the Sales Orders for (customer) Screen