getSalesOrder

Tool Description

Retrieves detailed information about a specific sales order, including header fields and line items.

Returns the following information:

  • Internal ID

  • Transaction ID

  • Customer ID

  • Customer Name

  • Date

  • Status

  • PO Number

  • Memo

  • Sales Rep ID

  • Sales Rep Name

  • Total Items

  • Array of items with the following fields:

    • Line

    • Item ID

    • Item Name

    • Quantity

    • Amount

    • Description

Annotation

Get Sales Order

Properties

Property

Type

Required or Optional

Description

orderId

string

Required

Internal ID of the sales order to retrieve.

Permissions

Only user roles with the following permissions can see this tool in the AI client.

Permission ID

Permission Name

Level

TRAN_FIND

Find Transaction

VIEW

TRAN_SALESORD

Sales Order

VIEW

LIST_CUSTJOB

Customers

VIEW

LIST_EMPLOYEE_RECORD

Employee Record

VIEW

LIST_EMPLOYEE

Employees

VIEW

TRAN_CUSTINVC

Invoice

VIEW

REPO_BOOKINGS

Sales Order Reports

VIEW

Related Topics

General Notices