Account
Account associated with the sales order. To find an account, click the Find button. This information is required.
Account Manager
The individual in your company who is responsible for the account. Click the Find button to find the person or team within your organization that manages the account and this sales order.
Opportunity
Opportunity associated with the sales order. To find an opportunity, click the Find button. To remove click Clear Result.
Date Created
The date the sales order was initiated. This only appears on the Sales Order Detail view and cannot be edited.
Requested By
The person who requested the sales order. Click the Find button to select a contact. To remove click Clear Result.
Date Requested
The date that the sales order request was received. To edit, click the Calendar/Time button, select the date, and then click OK.
Date Promised
The date the sales order is promised to be delivered to the customer. To edit, click the Calendar/Time button, select the date, and then click OK.
Type
The type of sales order. Click the drop-down arrow and select from the list.
Status
Status of the sales order. Click the ellipsis button and select an item from the list
If the status is changed to Closed, all associated products will be added as assets to the account.
Customer PO
Customer's Purchase Order number.
Comments
Type any additional notes about the sales order.