Menu Code: BOL Accounting/Finance - Order Management

A searchable list of sales order lines.

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
PartNo	Item Master (ITM), for the specified part number
PriceBook	Price Books (PBK), for the specified price book
Acct	Chart of Accounts (COA), for the specified account
ShipTag	Addresses (ADD), for the address associated with the specified shipping tag
ProjCode	Projects (PRJ), for the selected project

Columns

Index	Visible	Field Name	Caption	Usage / Description
0	No	OrdLineID	ID	Sales Order Line Identification Number (Systemic)
1	No	CompCode	Comp	Company Code
2	Yes	OrdType	Type	Order Type Code: May Be Different than Lead Type [Edit via Order Type in Support Menu]
3	Yes	OrdNo	Order	Sales Order Number
4	Yes	OrdLine	Ln	Order Line Number
5	Yes	OrdDate	Date	Order Date
6	No	ReqDate	Required	Required By Date (Customer)
7	No	LastShipDate	Ship Date	Date of most recent pick/shipment
8	Yes	OrdLineSt	S	Sales Order Line Status: (D) Draft, (R) Released, (V) Revised, (X) Cancelled
9	Yes	LinePriority	Pri	Priority Fulfillment by Line Checkbox (Green Check = True)
10	Yes	PartNo	Item No	Item Number
11	Yes	ItemDes	Description	Item Description
12	Yes	OrdQty	Qty	Order Quantity
13	Yes	OrdUoM	UoM	Unit of Measurement [Edit UOM in Item Master Packs Tab]
14	Yes	QtyPick	Pick	Pick Quantity
15	No	QtyShip	Ship	Shipped Quantity
16	Yes	QtyPend	Pend	Pending Quantity
17	Yes	PriceBook	Price Book	Price Book Code
18	No	UnitList	Unit List	Unit List Price
19	No	UnitPrice	Unit Price	Unit Price Amount
20	No	LineAmt	Sale	Line Amount
21	No	LineDisc	Discount	Line Discount Amount USD
22	No	LineTax	Tax	Taxable Amount USD
23	No	LineShip	Freight	Total Freight Cost
24	No	LineTotal	Total	Line Total: Sale + Discount + Tax + Freight
25	No	CurCode	Cur	Currency Code
26	No	ExchRate	Exch	Foreign Currency Exchange Rate [Edit via Currencies in Accounting\Finance Support Menu]
27	Yes	USDUnitPrice	USD Unit	Unit Price Amount
28	Yes	USDLineAmt	USD Sale	Sale Amount USD
29	Yes	USDLineDisc	USD Disc	Discount Amount USD
30	Yes	USDLineTax	USD Tax	Tax Amount USD
31	Yes	USDLineShip	USD Freight	Freight Amount
32	Yes	USDLineTotal	USD Total	Line Amount in USD
33	Yes	PickCost	Pick Cost	Total cost of picked items
34	Yes	GrossProfit	Gross Profit	Total Profit Amount = Revenue-COGS
35	Yes	GrossMargin	Gross Margin	Percent left over after paying all related direct expenses = (Revenue-COGS)/Revenue
36	Yes	CustPO	Cust PO	Customer Purchase Order Number
37	No	OrdSt	OS	Order Status: (D) Draft, (R) Released, (V) Revised, (X) Cancelled
38	No	BUnit	BUnit	Business Unit or Division [Edit via Possible Values List = Bunit]
39	Yes	CustCode	Cust	Customer Code (AAANNN)
40	No	CustName	Customer Name	Customer Name
41	No	QtyInvc	Invcd	Invoice Quantity
42	No	InvcAmt	Invc Amt	Invoice Amount USD
43	Yes	USDInvcAmt	USD Invcd	Invoiced USD
44	Yes	QtyOpen	Open	Open Quantity
45	Yes	USDOpenAmt	USD Open	Quantity of Items Ordered by Customer and NOT delivered
46	No	SubmitDate	Submitted	Date the Sales Order was Submitted. This functionality permits backdated entries.
47	Yes	ReleaseDate	Released	Sales Order Release Date
48	No	ReviseDate	Revised	Revised Date
49	No	CancelDate	Cancelled	Order Cancellation Date
50	No	AddWho	Add Who	Record Added by Who (FOURA User ID)
51	Yes	AddDate	Added	Add Date
52	Yes	SalesRep	Acct Mgr	Account Manager (FOURA User ID)
53	No	SalesRepName	Acct Mgr Name	Account Manager Name
51	No	OnHold	Hold	Order Hold Status, Green Check if either order or customer hold, click to view hold details
55	No	PriceGroup	Price Group	Price Group for Reporting [Edit via Price Groups in Support Menu]
56	No	ModelNo	ModelNo	Model Number
57	No	ProductType	Prod Type	Product Type [Edit via Item Master \ Product Tab]
58	No	ProdFam	Family	Product Family (Set on Item Master Product Tab) [Edit via Possible Values List = ProdFam]
59	No	ProdFamName	Family Name	Product Family Name
60	No	Taxable	Tax	Taxable Checkbox (Green Check = True)
61	No	TaxRate	Tax Rate	Tax Rate
62	Yes	Acct	Acct	Account Number
63	Yes	ProjCode	Proj	Project Code
64	No	ProjName	Proj Name	Project Name
65	Yes	CC	CC	Cost Center
66	Yes	ShipTag	Ship To	Ship To Address Code\Tag (Note: One customer may have many ship to locations = unique ship code\tag)
67	No	AddrCode	Addr Code	Address Code
68	No	ShipCity	Ship City	Ship To City
69	No	ShipState	Ship ST	Ship To State (2 Digit Code)
70	No	ShipCountry	Ship Country	Ship To Country
71	No	InclDmnd	Inv	Include In Sales Order Demand from Inventory Checkbox (Green Check = True)
72	No	Whse	Whse	Warehouse Code [Edit via Inventory/Control/Warehouses]
73	No	DiscCode	Disc Code	Discount Code
74	No	LineDiscCode	Ln Disc Code	Price discount code specific to the order line

Security

The following default roles can use this form:

Role	Allowed Actions
rl_Accounting	View
rl_AREntry	View
rl_ARManager	View
rl_FinRead	View
rl_OrderEntry	View
rl_Sales	View
rl_SalesManager	View