In This Topic
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Menu Code: BOC
Accounting/Finance - Order Management |
A searchable list of sales order checklist tasks.
Note: The default order checklist tasks are defined from the
Order Types form.
Tip: You can complete pending tasks directly from this form by clicking in the IsComplete (Done) column.
Zoom Links
| Column |
Zoom Link |
| OrdNo |
Sales Orders (ORD), for the specified order |
| CustCode |
Customers (CUS), for the specified customer |
| OrdType |
Order Types (OTY), for the specified type |
| QuoteNo |
Quotes (QUO), for the specified quote |
Columns
| Index |
Visible |
Field Name |
Caption |
Usage / Description |
| 0 |
No |
CheckListID |
ID |
Sales Order Checklist Identification Number (Systemic) |
| 1 |
Yes |
OrdNo |
Order |
Sales Order Number |
| 2 |
Yes |
OnHold |
Hold |
Order Hold Status, Green Check if either order or customer hold, click to view hold details |
| 3 |
No |
SortID |
Sort |
Alternate Sort Key |
| 4 |
Yes |
Code |
Code |
Checklist Code: 10 Characters, Free Text [Set defaults by Order Type on Checklist Tab on the Order Type Form] |
| 5 |
Yes |
Description |
Description |
Checklist Item Description |
| 6 |
Yes |
DueDate |
Due Date |
Date the Checklist Item is to be Completed |
| 7 |
Yes |
ShowOnSched |
Sched |
On Scheduler Checkbox (Green Check = True) When selected, item appears on Corporate Schedule |
| 8 |
Yes |
IsComplete |
Done |
Completed Checkbox (Green Check = True) |
| 9 |
Yes |
CompleteDate |
Completed |
Completion Date |
| 10 |
No |
CompleteWho |
CompleteWho |
Who Completed the Task (FOURA User ID) |
| 11 |
Yes |
CompCode |
Comp |
Company Code |
| 12 |
Yes |
CustCode |
Customer |
Customer Code (AAANNN) |
| 13 |
Yes |
CustName |
Customer Name |
Customer Name |
| 14 |
No |
CustPO |
CustPO |
Customer Purchase Order Number |
| 15 |
Yes |
QuoteNo |
QuoteNo |
Quote Number |
| 16 |
Yes |
OrdDate |
Ordered |
Order Date |
| 17 |
Yes |
OrdType |
OrderType |
Order Type Code: May Be Different than Lead Type [Edit via Order Type in Support Menu] |
| 18 |
No |
OTDes |
OT Desc |
Order Type Description |
| 19 |
No |
OrderSubTotal |
SubTotal |
Order pre-tax subtotal including sale, discount and freight |
| 20 |
Yes |
OrdSt |
OrderStat |
Order Status: (D) Draft, (R) Released, (V) Revised, (X) Cancelled |
| 21 |
No |
AddDate |
Added |
Add Date |
| 22 |
No |
AddWho |
Add Who |
Record Added by who (FOURA User ID) |
| 23 |
No |
EINVEmail |
Email |
EINV Contact Email |
Security
The following default roles can use this form:
| Role |
Allowed Actions |
| rl_Accounting |
View and Edit |
| rl_FinRead |
View and Edit |
| rl_ARManager |
View and Edit |
| rl_AREntry |
View and Edit |
| rl_SalesManager |
View and Edit |
| rl_OrderEntry |
View and Edit |
See Also
