Understanding Sales Order Information

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. You can also review the present status of any order, including orders that are on hold. 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 also access additional item information that helps you accurately plan for future needs, such as summary availability and supply and demand for an item. For example, you can locate information about how many items are on demand, available in supply, and available to be promised.

You can access information about customer accounts, including current (open) orders and past (closed) sales orders. You can use the Check Credit program (P42050) 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 does not print on the invoice that the customer receives, such as the status of any related orders. This is helpful when you must provide information to a customer during order entry.

You can access this information in either of these ways:

From the Customer Service Inquiry form on the Sales Order Inquiries (G42112) menu.
From the Update Sales Order - Header First - Manage Existing Order form on the Sales Order Management (G4211) menu.

The method that you use to inquire on a sales order might depend on the country that is associated with the order. Country-specific functionality for sales order information exists for:

Chile
Peru
Poland
Russia

Countries such as Chile, Peru, and Russia have country-specific fields, forms, and programs that you use to review sales order information.