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Sales Transaction History Inquiry

Sales Transaction History Inquiry

Owned by Emma Greenwood
Last updated: Dec 04, 2023

Sales transactions include Sales Orders, Returns, Price Adjustments, and Quotes. When Sales Orders and Returns are posted the General Ledger, Customer Balances, and Inventory On Hand Balances are updated. When Price Adjustments are posted the General Ledger and Customer Balances are updated but inventory is not impacted. When Quotes are posted they are converted to Sales orders. The purpose of this inquiry is to display sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout. Sales Order attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

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Description
Carrier

Used to select one or more Carriers. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. 

The lookup contains a list of all 'Active' Carriers.

Customer

Used to select one or more Customers. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

A Customer is a person or organization that buys goods or services from you. They are used in Sales and Sales Programs.

The lookup contains a list of all 'Active' Customers.

Date Range

Used to select the date the transaction was ordered or shipped. It is used in conjunction with the Date Type field. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Date Type

Used to select the type of date to search on. It is used in conjunction with the Date Range field. This is a single-select standard lookup that is required to return results. It defaults as "Ordered".

The lookup contains the values "Ordered" and "Shipped".

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