8.2.2.�List Open Sales Orders

A Sales Order appears on the List Open Sales Orders screen if one or more of its Line Items remains open. Once all Line Items for a Sales Order have been closed, the Sales Order will no longer appear on the list. Typically, Sales Order Line Items are closed when the Order is selected for billing. To display open Sales Orders by Warehouse, select the "Open Sales Orders" option. The following screen will appear:

Open Sales Orders Master List

When displaying open Sales Orders, you are presented with the following options:

All Warehouses: Select to display a list of open Sales Orders for all Warehouses.
Selected: Specify Warehouse whose open Sales Orders you want to display.
Sales Orders: Display lists open Sales Orders.
Automatically Update: Select to automatically update the display every five minutes.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Sales Order.
VIEW: Highlight a Sales Order and then select this button to reach a read-only view of the "Edit" screen.
COPY: Highlight a Sales Order and then select this button to create a new Sales Order which duplicates the source Sales Order.
EDIT: Enables you to edit highlighted Sales Order. The edit screen is the same as that for creating a new Sales Order—except that when editing, the fields will contain Sales Order information. Double-clicking on a Sales Order will also bring you to the editing screen.
DELETE: Highlight a Sales Order and then select this button to remove the Sales Order from the master list

Right-clicking on an Order in the Sales Orders list enables you to select from the following menu options:

Edit: Enables you to edit highlighted Sales Order. The edit screen is the same as that for creating a new Sales Order—except that when editing, the fields will contain Sales Order information. Double-clicking on a Sales Order will also bring you to the editing screen.
View: Highlight a Sales Order and then select this button to reach a read-only view of the "Edit" screen.
Copy: Highlight a Sales Order and then select this button to create a new Sales Order which duplicates the source Sales Order.
Reschedule: Select to reschedule the specified Sales Order.
Delete: Highlight a Sales Order and then select this button to remove the Sales Order from the master list
Print Packing List: Select to print a Packing List for the specified Order.
Add to Packing List Batch: Select to add the specified Order to the Packing List Batch.
Schedule S/O for Email Delivery: Select to schedule the Sales Order for email delivery.
Print Sales Order Form: Select to print a Sales Order Form for the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.