Enter, or click to select, a project ID to limit the inquiry to one project; then click to run the inquiry. You can refine your inquiry by selecting a sales order status code or combination of status codes from the Select SO Status group box. Leave the Project field blank before you click to include all sales orders that match the selected status codes.

Enter, or click to select, a catalog ID to limit the inquiry to one catalog; then click to run the inquiry. Select a sales order status code or combination of status codes from the Select SO Status group box to refine your inquiry. Leave the Catalog field blank before you click to include all sales orders that match the selected status codes.

Enter, or click to select, a customer ID to limit the inquiry to sales orders for one customer; then click to run the inquiry. Select a sales order status code or combination of status codes from the Select SO Status group box to refine your inquiry. Leave the Customer field blank before you click to include all sales orders that match the selected status codes.

Enter, or click to select, a sales order ID to limit the inquiry to one sales order; then click to run the inquiry. Leave the Sales Order field blank before you click to include all sales orders that match the selected status codes.

Enter, or click to select, a transaction currency to limit the inquiry to sales orders for one currency; then click to run the inquiry. Select a sales order status code or combination of status codes from the Select SO Status group box to refine your inquiry. Leave the Trans Currency field blank before you click to include all sales orders that match the selected status codes.

Select this check box to include sales orders with a pending status in your inquiry.

Select this check box to include sales orders with an approved status in your inquiry.

Select this check box to include sales orders with a closed status in your inquiry.

Select this check box to include voided sales orders in your inquiry.

Select this check box to include sales orders with an in-approval status in your inquiry.

Select this check box to include sales orders with a rejected status in your inquiry.

Select this check box to include sales orders with a system closed status in your inquiry.

This field displays the sales order ID.

This field displays the release number associated with the sales order ID.

This field currently displays the only available type code, S (Sales order). Options such as change orders, blanket orders, and release orders will be added in future versions of Costpoint.

This field displays the sales order status.

This field displays the approval process for the sales order if approvals are required; otherwise, this field is empty.

This field displays the description associated with the approval process code

These field displays the customer's ID from the sales order.

These field displays the name from the sales order.

This field displays the price project ID, if selected on the sales order.

This field displays the price catalog ID, if selected on the sales order.

These field display the sales representative's ID and name, if selected on the sales order.

These field displays the sales representative's ID and name, if selected on the sales order.

This field displays the date on which the sales order was created.

This field displays the transaction currency of the sales order.

This field displays the sales order's total amount (including line charges and taxes) in the specified transaction currency.

This field displays the sales order's total amount (including line charges and taxes) in the functional currency value.

This field displays the customer purchase order number if it was entered for the sales order on the Manage Sales Orders screen.

This field displays the quote number, if applicable, for the sales order. You can enter this value on the Header Info tab of the Manage Sales Orders screen.

This field displays the user ID of the person who entered the sales order.

Costpoint derives this figure by adding the outstanding A/R balance to the approved order balance and subtracting that total from the remaining credit of the customer.