Menu Code: BOR Accounting/Finance - Order Management

A searchable list of sales orders.

Actions

Action	Description
Attachments	View attachments for the selected customer

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
DefProjCode	Projects (PRJ), for the selected project
OnHold	Active Order Holds, where the select order is held (Green check visible)

Columns

Index	Visible	Field Name	Caption	Usage / Description
0	Yes	OrdNo	Order	Sales Order Number
1	No	CompCode	Comp	Company Code
2	Yes	BUnit	BUnit	Business Unit or Division [Edit via Possible Values List = Bunit]
3	No	BUnitName	BUnitName	Business Unit Name
4	Yes	OrdType	Type	Order Type Code: May Be Different than Lead Type [Edit via Order Type in Support Menu]
5	Yes	CustCode	Customer	Customer Code (AAANNN)
6	Yes	CustName	Customer Name	Customer Name
7	Yes	OrdYear	Year	Order Year
10	Yes	OrdDate	Date	Order Date
11	Yes	OrdSt	S	Order Status: (D) Draft, (R) Released, (V) Revised, (X) Cancelled
12	Yes	OnHold	Hold	Customer Hold Indicator (Green Check = True)
13	Yes	CustPO	Cust PO	Customer Purchase Order Number
14	No	QuoteNo	Quote	Quote Number (Systemic)
15	Yes	DefProjCode	Proj	Default Project Code
16	No	DefProjName	Proj Name	Default Project Name
17	Yes	OrdLines	Lns	Total Order Lines
18	Yes	InvcCount	Invcs	Invoice Count Against the Sales Order
19	No	OrdSaleUSD	Sale	Sales Order Amount USD
20	No	OrdDiscUSD	Discount	Sales Order Discount Amount USD
21	No	OrdFreightUSD	Freight	Sales Order Freight
22	No	SubTotalUSD	SubTotal	Sales Order pre-tax subtotal including sale, discount and freight
23	No	OrdTaxUSD	Tax	Sales Order Tax
24	Yes	OrdTotalUSD	Ordered	Sales Order Amount USD
25	Yes	BillingsUSD	Billings	Sales Order Billing Amount USD
26	Yes	CashRecUSD	Cash Rec	Cash Received and Allocated USD
27	Yes	DueUSD	Aged	Due Amount in USD
28	Yes	OpenTotalUSD	Open	Open Amount (Not Invoiced)
29	Yes	PickCost	Pick Cost	Total cost of picked items
30	Yes	GrossProfit	Gross Profit	Total Profit Amount = Revenue-COGS
31	Yes	GrossMargin	Gross Margin	Percent left over after paying all related direct expenses = (Revenue-COGS)/Revenue
32	No	OpenLines	OLn	Open Lines (Not Invoiced)
33	No	LastInvc	Last Invc	Last Invoice Date
34	Yes	ShipToTag	Ship Tag	Ship To Address Code\Tag (Note: One customer may have many ship to locations = unique ship code\tag)
36	No	BillCity	Bill City	City for Bill to Address
37	No	BillState	Bill ST	Bill State (2 Digit Code)
38	No	BillZip	Bill Zip	Bill Zip Code
39	No	BillCountry	Bill Country	Country for Bill to Address
40	Yes	ToName	To Name	Ship To Name
41	Yes	ToCity	To City	Ship To City
42	Yes	ToState	To ST	Ship To State (2 Digit Code)
43	Yes	ToZip	To Zip	Ship To Zip Code
44	No	ToCountry	To Country	Ship To Country
45	No	UseCoordsForTax	Coords	Use latitude/longitude instead of address to determine tax jurisdiction/rate? (Green Check = Yes)
46	No	CreditTotalUSD	Credit Total	Credit Total Amount USD (Aging)
47	Yes	Whse	Whse	Warehouse Code [Edit via Inventory/Control/Warehouses]
48	No	TermCode	Terms	Payment Terms Code [Edit via Payment Terms in Support Menu]
49	No	Incoterms	Inco	Incoterms (Export Compliance)
50	No	CurCode	Cur	Currency Code
51	No	ExchRate	Exch	Foreign Currency Exchange Rate [Edit via Currencies in Accounting\Finance Support Menu]
52	Yes	SalesRep	Acct Mgr	Account Manager (FOURA User ID)
53	No	SalesRepName	Acct Mgr Name	Account Manager Name
54	Yes	AddDate	Add Date	Add Date
55	No	AddWho	Add Who	Record Added by Who (FOURA User ID)
56	Yes	ReleaseDate	Rel Date	Sales Order Release Date
57	No	ReleaseWho	Rel Who	Released by Who (FOURA User ID)
58	Yes	CancelDate	Cancel Date	Order Cancellation Date
59	No	CancelWho	Cancel Who	Who Cancelled the Order (FOURA User ID)
60	No	QuoteID	QuoteID	Quote Identification Number (Systemic)
61	No	LeadID	LeadID	Sales Lead Identification Number (Systemic)
62	No	PromoCode	PromoCode	Promotion Code
63	No	OrdDes	Desc Code	Sales Order Description code
64	No	OrdDesName	Desc Name	Sales Order Description name
65	No	Stage	Stage	Current Customer Stage: 1=Assess, 2=Admin, 3=Affirm, 4=Activate, 5=Acclimate, 6=Accomplish, 7=Adopt, 8=Advocate
66	No	StageDesc	Stage Desc	Current Customer Stage Name
67	No	DiscCode	Disc Code	Discount Code

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