This chapter contains these topics:
To review item information
To review open and closed sales orders and invoices
To review customer account information
To print and review order status reports and sales reports
You review and analyze sales order information to track the status of sales orders and invoices and accurately plan for future needs. For example, you can monitor quantity information to identify how many items on a sales order are backordered. Or, you can review the present status of any order, such as orders that are on hold.
Complete the following tasks:
Work with item information
Work with customer and sales information
Work with billing information
When entering or reviewing a sales order, you can quickly access item information, such as item number, availability, quantity cost-breaks, and so on. This is helpful when you are working directly with the customer.
You can access information about customer accounts and open and closed sales orders. For example, you can use the Check Credit program to compare a customer's total accounts receivable and open orders with their credit limit. You can also access and review sales history information.
You can review billing information that doesn't print on the invoice that the customer receives, such as the status of any related orders. This is helpful when you need to provide information to a customer during order entry.
See Also:
Locating Quantity Information in the JD Edwards World Inventory Management Guide for more information about inventory quantities.