All our enquiries and record lists share the same screens and the same functionality for consistency purposes. For more information on the layout and functionality of the screen, please refer to The Sales Transactions Enquiry screen article.
The Sales Order Delivery History Enquiry shows the sales orders where some form of a a delivery had taken place, either partial quantity delivery of delivery of some detail lines and not others.
The enquiry consists of a header and detail and you can open the detail lines by clicking on the > icon.
Access a customer's sales order delivery history directly from the customer
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.Select the checkbox in front of a customer that you wish to see all delivery history for.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click the SOP Delivery History card.
The Sales Order Preview Delivery History enquiry opens with only the selected customer's delivery history displayed.
Note: When you access the enquiry directly from a customer record, the list of transactions will be filtered based on the selected customer. For more information please refer to remove filters. To be able to use the account name search, you must remove the current code filter from the advanced filter panel.
Access sales order delivery history enquiry directly from the Debtors module
Click Debtors then click SOP Delivery History.
Note: The Sales Order Preview Delivery History enquiry opens listing every delivery history for all customers where you have done a delivery. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Access sales order history enquiry from the Selling module
Click Selling then click Outstanding Orders.
Note: The Outstanding Sales Orders enquiry opens listing every sales order for all customers. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Select the checkbox in front of the order you wish to see delivery history for.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click the SOP Delivery History card.
The Sales Order Preview Delivery History enquiry opens with only the selected sales order and its delivery history.