The item specified in the line can be included in a shipment if any non-zero quantity that is equal to or less than the ordered quantity is available for shipping. The remaining quantity (if applicable) is shown as the Open quantity on the line. The ordered quantity can be shipped in multiple shipments.

The line gets the Completed status once the full ordered quantity has been shipped.

The item specified in the line can be included in a shipment if any non-zero quantity that is equal to or less than the ordered quantity is available for shipping.

With this shipping rule, shipping for the line is performed only once. After this shipment has been confirmed, the line is marked as Completed, and the Open quantity value is set to zero.

The item specified in the line can be included in a shipment only if the full ordered quantity is available for shipping. After this shipment has been confirmed, the line has the Completed status in the Sales orders (SO301000) window.

If the quantity of the item that is available for shipping is less than the ordered quantity, then the item in this line is not included in the shipment. The ordered quantity is shown as the Open quantity, and the line remains Open.

If shipping cannot be performed for each line of the order, no shipment is created, and the order gets the Back order status.

The shipment is created (and the order gets the Shipping status) if shipping can be performed for each line; that is, if the lines meet the following criteria:

• For each Ship only when complete line The ordered quantity is available for shipping and can be shipped in full.
• For each Cancel remainder line Any non-zero quantity that is equal to or less than the ordered quantity is available for shipping.
• For each Back orders allowed line Any non-zero quantity that is equal to or less than the ordered quantity is available for shipping.

You cannot specify different Requested on dates for different lines in the order.

When the shipment has been confirmed, the order gets the Completed status if all the lines have the Completed status. If any line is not completed, the order gets the Back order status.

If shipping cannot be performed for any of the order lines, no shipment is created, and the order gets the Back order status.

If full or partial shipping can be performed for at least one line (according to the line’s shipping rule), the shipment is created.

You cannot specify different Requested on dates for different lines in the order.

When the shipment has been confirmed, the order gets the Completed status if at least one line has the Completed status and the lines not included in shipment have the Cancel remainder rule. The order gets the Back order status if at least one line is not completed (that is, if it has non-zero open quantity).

If shipping cannot be performed for any of the order lines, no shipment is created, and the order gets the Back order status.

You can specify different Requested on dates for different lines in the order and get the different lines shipped on different dates.

If full or partial shipping can be performed for at least one line according to the line’s shipping rule, the shipment is created.

After the shipment has been confirmed, the order gets the Back order status if other lines are not completed.

According to the option selected for Use sales account from in the Posting classes (IN206000) window. This can be:

• Item
• Warehouse
• Posting class

See below.

Item,

Warehouse, or

Customer location

Domestic or not set, and line is non-taxable,

or

Domestic exempt VAT

Stock items (IN202500), or

Non-stock items (IN202000)

Domestic or not set, and line is non-taxable,

or

Domestic exempt VAT

Item, or

Warehouse

Stock items (IN202500), or

Non-stock items (IN202000)

the VAT category of the item class belonging to the item, corresponding to:

1. the customer location’s Export type, or if not set,
2. the customer’s class’s Export type.

See the table below.

Shipping

Invoiced

Completed

1. click **Export**
    1. select **Excel** or **PDF**

A field and the Me check box, which you use as follows to select the product manager to whom the items are assigned for maintenance:

• Select the Me check box to view the items assigned to you. The field will contain your username.
• Clear the Me check box and select another product manager to view the items assigned to the manager.
• Leave the elements blank to view items assigned to all product managers of the selected product work group or all groups.

A field and the My check box, which you use as follows to select the product work group the items are assigned to for maintenance:

• Select the My check box to view the items assigned to your product work group or to the selected product manager in the group.
• Clear the My check box and select another product work group in the field to display the items assigned to the work group or to a particular product manager in the selected group.
• Leave the field blank and clear the check box to view the items assigned to all product work groups.

Provides the following actions:

• Release Changes the status of the document to Open.
• Release from credit hold Releases the document from credit hold and gives you the ability to save it with the Balanced status.
• Email invoice Generates an email for the invoice in accordance with the INVOICE mailing settings of the customer.
• Recalculate prices Opens the Recalculate prices dialog box, which you use to specify options for updating the prices and discounts for the document.
• Write-off Navigates to the Write-off balances and credits (AR505000) window so that you can write off the document balance.
• Reclassify general ledger batch
• Send to AutoInvoice Sends the invoice automatically to AutoInvoice
• Poll invoice status: Updates the AutoInvoice status and Business level status under the AutoInvoice section of the Invoice address tab.

+

Generate e-Invoice XML draft:

Generates a draft version of the PEPPOL BIS 3.0 XML, so that you have the possibility to check the content and validate that all settings are correct, before you start using the PEPPOL BIS 3.0 format for electronic invoicing. It is also possible to use this action after you have sent the invoice to AutoInvoice.

The action can be used on all statuses except On hold , and becomes available if PEPPOL BIS 3.0 is activated and you have enabled the setting Send to AutoInvoice on the Invoice address tab.

Provides fast access to the following reports:

• Unreleased transactions
• Print invoice
• Preview invoice

The way prices and discounts are recalculated. You can select one of the following options:

All lines

To refresh prices and discounts for all lines

Current line

To refresh prices and discounts for the selected line

The type of document, which can be one of the following options:

Invoice

A document used to invoice a customer for the shipped goods

Debit note

A document used to charge a customer for the shipped goods if undercharging or an error was detected

Credit note

A document used to credit the customer for returned goods

Cash sale

A document used for cash sales that do not update the customer’s customer ledger

Cash return

A document used for returns on cash sales; it does not update the customer’s customer ledger

(This field is only available if the VAT reporting functionality is enabled in your system.) The document total that is subjected to VAT. The VAT taxable amount will only be displayed in this field if the Include in VAT taxable total check box is selected for the applicable VAT in the VAT (TX205000) window. If the check box is cleared, this field will be empty.

This check box indicates (if selected) that the unit price has been specified for this line item manually, corrected, or transferred from a sales order. In the invoice generated for the sales order, this check box is selected automatically for each line of the invoice to prevent price updating if new prices are in effect on the date of the invoice.

If you clear this check box, the system updates the unit price in the document line with the current price (if one is specified).

The percent of the line-level discount that has been applied manually or automatically to this line item.

The selected Manual discount check box indicates that the percent of the discount is specified by the line-discount applied manually, or has been entered manually, or calculated based on the discount amount entered manually for this line item in the sales order or in this invoice.

If the Manual discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.

The amount of the line-level discount that has been applied manually or automatically to this line item.

The selected Manual discount check box indicates that the amount of the discount is based on the line discount applied manually, or has been specified manually or calculated based on the discount percent entered manually for this line item in the sales order on in this invoice.

If the Manual discount check box is selected, you can enter the amount manually and the discount percent will be calculated automatically.

(This column is only available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The salesperson associated with the sale of the items.

The deferral code assigned to the document line, if the line amount should be recognized as revenue over multiple periods. You can change the deferral code in this box manually, if needed.

(This column only appears if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The date when the process of recognition of the deferred revenue should start for the selected item; this date is specified if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.

(This column appears only if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The default date when the process of deferred revenue recognition should finish for the selected item; this date is specified if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.

(This column is only available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.)

A check box that indicates (if selected) that commissions should be calculated on this document.

The line type for the customer invoice line, which can be one of the following options:

Misc. charge

for non-stock items that do not require shipment.

Goods for warehouse

for stock items.

Non-stock goods:

for non-stock items that require shipment.

The type of the VAT, which can be one of the following:

• Sales
• Use
• VAT
• Withholding

Shows the status of processing. Available statuses are:

Sent to AutoInvoice

Awaiting processing.

Pending

Awaiting delivery.

Sent

The invoice is sent.

Error

To check why an error occurred, you have to go to AutoInvoice.

Shows how the invoice was sent. Possible values are:

• Sent inside home network
• Sent by email
• Sent by print
• Sent by print PRIORITY
• Sent by print WORLD
• Sent e-Invoice
• Sent to bank network
• Sent by N/A

The status of the invoice as sent by the customer. It can be one of the following:

• Message acknowledgment
• In process
• Under query
• Conditionally accepted
• Rejected
• Accepted
• Paid

To get the current status, click the Actions button and select Poll invoice status.

The total amount on all document lines with stock items and non-stock items that require shipment, after Line-level discounts are applied. This total does not include the excise duty, freight and premium freight amounts.

This total is calculated as the sum of the amounts in the Amount column on the Document details tab for lines of the Goods for warehouse and Non-stock goods line type.

The total amount on all document lines with non-stock items that do not require shipment, after Line-level discounts are applied.

This total is calculated as the sum of the amounts in the Amount column on the Document details tab for lines with the Misc. charge line type.

The discount total calculated for the document. This total includes discounts of the Group and Document levels. The discounts of the Group and Document levels are listed on the Discount details tab; the Line discounts are shown on the Document details tab.

This field is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

When the Distribute automatically check box is selected, this will display the total amount distributed among the specified personal IDs.

When the Distribute automatically check box is not selected, this will display the amount still to be distributed manually among the specified personal IDs.

The ID of the order type, which is a two-character alphanumeric string. Visma Net provides the following predefined order types:

CM (Credit note)

Documents of this type are used as adjustments to already-completed sales orders when the customer returns goods without advance authorization.

CR (Cash return)

Documents of this type are used to register returns from cash sales that did not involve shipping.

CS (Cash sale)

Documents of this type are used to register cash sales.

IN (Invoice)

Documents of this type are used to bill a customer for shipped goods.

QT (Quote)

Documents of this type are used to register a customer’s intention to buy goods in the specified quantity, on the specified date, and at the specified price.

RC (Return for credit)

Documents of this type are used to register authorised customer returns for credit without replacement.

RM (Generic authorised return)

Documents of this type are used to register authorised customer returns for replacement or credit within the warranty period of a product.

RR (Return with replacement)

Documents of this type are used to register authorised customer returns for replacement.

SA (Sales order with allocation)

(This type of order is only available if the Lot and serial tracking, Multiple warehouse locations, or Sales order to purchase order link functionality is enabled in the Enable/disable functionalities (CS100000) window.) You have to manually allocate the ordered quantities of the items at one location or multiple locations if the available quantity at the specified location is less than the ordered quantity. Once you save an order of this type, the quantities of items are added to the SO allocated plan types.

SO (Sales order)

Documents of this type are created to record customer requests to purchase goods and are used to prepare shipments.

TR (Transfer)

Documents of this type are generated to perform stock replenishment by transferring goods from the source warehouse. (This option is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The brief description of the order type.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support

The order template that the order type is based on. The following templates are available:

CM (Credit note)

The built-in template for the CM order type

CR (Cash return)

The built-in template for the CR order type

IN (Invoice)

The built-in template for the IN and CS order types

QT (Quote)

The built-in template for the QT order type

RC (Return for credit)

The built-in template for the RC order type

RM (RMA order)

The built-in template for the RM order type

RR (Return with replacement)

The built-in template for the RR order type

SA (Sales order with allocation)

The built-in template for the SA order type

SO (Sales order)

The built-in template for the SO order type

TR (Transfer)

The built-in template for the TR order type (This option is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window)

This check box indicates (if selected) that the system will change the status of the order to Credit hold if the customer fails the credit check.

The credit check is performed each time the order is saved.

(This element is only available if the Internal revenue commitment tracking check box is selected in the Project accounting preferences (PM101000) window.)

This check box indicates (if selected) that commitment tracking is activated for the order type. See also: About tracking commitments.

(This element is only available if the Copy line notes to invoice option is selected.)

This check box indicates (if selected) that the system copies line notes for only non-stock line items.

(This element is only available if the Copy line attachments to invoice option is selected.)

This check box indicates (if selected) that the system must copy line attachments for only non-stock line items.

The sales account to be used for the document of this type. You can select one of the following options:

Item

Uses the sales account selected for the item, which is specified on the General ledger accounts tab of the Stock items (IN202500) or Non-stock items (IN202000) window.

Warehouse

Uses the sales account selected for the warehouse, which is specified on the General ledger accounts tab of the Warehouses (IN204000) window. (This option is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)

Posting class

Uses the sales account according to the selected option for the Use sales account from field in the Posting classes tab of the Posting classes (IN206000) window. This option appears only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window.

Customer location

Uses the sales account selected for the customer location. (This option is only displayed if the Business Account Locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

Reason code

Uses the sales account associated with the reason code set on the sales order line.

See also: About suggested sales accounts.

The rule of composing a sales subaccount from other subaccounts associated with the document (those defined for the item, posting class, warehouse, customer location, salesperson, and employee).

To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:

E

The sales subaccount associated with the employee who is the owner of the document.

I

The sales subaccount associated with the item.

L

The sales subaccount associated with the customer location. (This option appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

W

The sales subaccount associated with the warehouse. (This option appears only if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)

S

The sales subaccount associated with the salesperson.

P

The sales subaccount associated with the posting class of the item.

R

The sales subaccount associated with the reason code.

For a segment, the selected option is designated by the specific letter repeated for each character in the segment.

(Required.)

The default account of the Income type to record freight to be charged for orders of the type. This account is used as one of the sources for the Use freight account from rule and as the freight account when the account defined by the rule is unavailable.

For more information, see: About freight calculation.

The freight account to be used for orders of this type. You can select one of the following options:

Order type

Uses the freight account selected for the order type, which is specified on this window, in the Freight account field.

Customer location

Uses the freight account selected for the customer location. (This option is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

Ship via

Uses the freight account associated with the carrier, which is specified in the Ship via codes (CS207500) window.

(Required.)

The default subaccount to record the freight for orders of this type. This subaccount is a source of segment values for the segments with the T option for the freight subaccount generated according to the Combine freight sub. from rule; it is also a source of segment values when other sources are unavailable.

The rule of composing a freight sales subaccount from other subaccounts associated with the document. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:

E

The freight subaccount associated with the employee who is the owner of the order; the source of the segment value is Sales sub. on the Financial settings tab of the Employees (EP203000) window for the employee who is the owner of the order. If two or more orders with different owners are combined into one shipment (the Ship separately check box is cleared for the order), the segment value will be taken from the Sales Sub. specified for the customer location.

L

The freight subaccount associated with customer location. (This option is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

T

The freight subaccount associated with the order type, which is specified in the Freight sub. field.

V

The freight subaccount associated with the ship via code specified for the order.

(Required.)

The default account to record discounts for orders of the type. This account is used as one of the sources for the Use discount account from rule; it is also used if the account defined by the rule is unavailable.

The discount account to be used for a document of this type. You can select one of the following options:

Order type

Uses the discount account selected for the order type, which is specified in the Discount account field on this window.

Customer location

Uses the discount account selected for the customer location. (This option only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

(Required.)

The default subaccount to record discounts on orders of the type. This subaccount is a source of segment values for the segments with the T option for the discount subaccount generated according to the Combine discount sub. from rule; the subaccount is also a source of segment values in case when other sources are unavailable.

(This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The rule of composing a discount subaccount from other subaccounts associated with the document (those defined for the order type and customer location). To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:

L

The discount subaccount associated with customer location. (This option appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

T

The discount subaccount associated with order type, which is specified in the Discount sub. field on this window.

(This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.)

A check box that (if selected) indicates that on release of invoices generated for orders of this type, the general ledger batches will include the following additional journal entries (with the discount amounts) for the line discounts:

• Credit entry to the Sales account (determined by the Use sales account from setting of the order type)
• Debit entry to the Discount account associated with the customer (determined by the Use discount account from setting of the order type)

If this check box is cleared, line discount are not posted to GL.

(This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.)

A check box that (if selected) indicates that discounts will be posted with sales subaccounts.

This check box is only displayed if the Post line discounts separately check box is selected.

The type of customer ledger document to be generated on release of a document of this type.

Possible settings are Invoice, Debit note, Credit note, and No update (which means no customer ledger documents will be created).

This check box indicates (if selected) that lot or serial information for items is required for documents of this type. Items with specific lot or serial numbers are always allocated.

This check box can be selected for only order types for which the Process shipments check box is selected.

This check box indicates (if selected) that orders of this type require allocation (reservation) of stock when they are taken off hold.

For orders of the type with the Require lot/serial entry check box cleared, the items should be allocated even if particular lot or serial numbers are not specified on orders.

The type of inventory issue transaction generated for a document of this type, which can be one of the following options:

Issue

A document that confirms the delivery of items from the warehouse

Return

A document that records the return of goods from the customer

Transfer:

A document that records the transfer of items from one warehouse to another

Invoice

A document that confirms the delivery of items from the warehouse based on the customer ledger invoice

Debit note

A document that adjusts the delivery of goods from the warehouse based on the customer ledger debit note

Credit note

A document that records the return of goods to the warehouse based on the customer ledger credit note

No update

A type indicating that no inventory transaction will be generated and no shipment will be processed

You can see issue transactions in the Issues - reference information window.

A check box that indicates (if selected) that a reason code is required for orders of the type.

(This check box is available for the Sales order and RMA order automation behaviours.)

The action to be taken if you click Process or Process all in the toolbar. Select one of the following:

• Print sales order/quote
• Send by email

A field and the Me check box, which you use as follows to select the user to whom the orders are assigned:

• Select the Me check box to view the orders assigned to you. The field will contain your username.
• Clear the Me check box and select another username to view the orders assigned to the user.
• Leave the elements blank to view orders assigned to all users of the selected work group or all groups.

A field and the My check box, which you use as follows to select the work group the orders are assigned to:

• Select the My check box to view the orders assigned to your work group or to the selected user in the group.
• Clear the My check box and select another work group in the field to display the orders assigned to the work group or to a particular product manager in the selected group.
• Leave the field blank and clear the check box to view the orders assigned to all work groups.

The particular salesperson related to the sales orders.

Leave the field blank to view orders of all salespersons.

The particular customer whose sales orders you want to view.

Leave the field blank to view orders of all customers.

The appropriate order type.

Leave the field blank to view orders of all types.

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The location of the customer related to the order.

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The name of the customer location.

The processing operation the system performs when you click Process or Process all. Select one of the following options:

• Release To release the selected documents.

• Post invoice to inventory To update the availability data in the Inventory workspace in accordance with the selected documents.

• Release from credit hold To release the documents from credit hold so they can be saved with the Balanced status.

• Print invoice To print the selected invoices for sending them by postal mail. The document selected for processing will be printed only if the following conditions are met: For more details, see: About mailings for customers.

  • This document has not been printed before (the Printed check box is cleared in the Customer invoices (SO303000) window)
  • The customer account has the Print invoices check box selected
  • The Credit hold check box is not selected for this document

• Poll invoice status

• Email invoice To email the selected invoices. The document selected for processing will be emailed only if the following conditions are met:

  • This document has not been e-mailed before (the Emailed check box is cleared in the Customer invoices (SO303000) window)
  • The customer account has the Send invoices by email check box selected
  • The Credit hold check box is not selected for this document

For more details, see: About mailings for customers.

The type of document, which can be one of the following options:

• Invoice For a document used to invoice a customer for goods shipped
• Credit note For a document used to credit a customer for returned goods
• Debit note For a document used to correct undercharging invoices
• Cash sale
• Credit return

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The customer location from which the goods or services were ordered.

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The name of the location from which the goods or services were ordered.

The processing operation to be used when you click Process or Process all. Select one of the following options:

Prepare invoice

To generate invoices for the Closed orders.

Release from credit hold

To release the sales order from credit hold if the customer passes the credit check.

Cancel order

To cancel an order of any status.

Create shipment

To create shipments for orders with the Open, Back order or Shipping status. During this processing for any order, if no shipment is created due to the shipping rules specified for the order and the order lines, the status of this order changes to Back order. If the Replan back orders check box is selected in the Inventory preferences (IN101000) window, you can run the process of creating shipments for back orders after the purchase receipts for the appropriate items have been released. If the Replan back orders check box is not selected, you need to open the back orders first. For more information, see: About shipping rules.

Open order

To open orders with the Back order status.

The type of date by which the orders should be selected. Select one of the following options:

Ship date

To select documents by the date of planned shipment specified for each order line in the Ship on column on the Document details or Order lines tab of the Sales orders (SO301000) or Sales orders (SO30100S) window, respectively.

Cancel by

To select documents by the date of order cancellation

Order date

To select documents by their creation dates

(This field is only displayed if the Create shipment is selected in the Action field.)

The date of the shipment or shipments to be created. By default, it is the current business date, but you can change it to another date.

The customer involved.

Leave the field blank to view orders (that should be fulfilled) from various customers.

The warehouse from which the orders will be shipped.

(This field is only displayed if the Create shipment is selected in the Action field.)

The date when the shipment for this order is scheduled (as specified in the Sched. shipment or Scheduled shipment field on the Delivery settings tab of the Sales orders (SO301000) or Sales orders (SO30100S) window, respectively).

If the scheduled shipment date is later than the range’s end date, that means that at least one line of the order was scheduled to be shipped in the selected date range (has the Ship on date in the range).

The processing option to be used when you click Process or Process all. Select one of the following processing options:

• Prepare invoice To generate invoices for the selected shipment documents.
• Update warehouse To generate inventory documents for confirmed shipments made for sales orders (SO, SA) and some of returns. The issues will be released automatically if the Automatically release inventory documents check box is selected in the Sales orders preferences (SO101000) window.
• Update warehouse - Confirm not invoiceable To generate inventory documents for shipments made for transfer orders and returns with replacements.
• Email shipment: To generate emails with the shipment confirmation for the selected shipments.
• Print pick list To create and print pick lists for the selected shipments with the On hold and Open statuses.
• Confirm shipment To confirm the selected shipment.
• Print shipment confirmation To print confirmations for the selected shipments.
• Prepare drop-ship invoice To prepare drop-ship invoices for the selected receipts. When you select this processing option, the system displays in the table the list of receipts instead of shipments. (This option is only available if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.)

(This element only appears if one of the following actions is selected in the Action field: Print labels or Print pick list.)

• For the Print pick list action, you select this check box to add to the listed shipments those shipments for which pick lists have been already printed.
• For the Print labels action, you select this check box to add to the listed shipments those shipments for which labels have been already printed.

(This column only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The customer location from which the goods or services are ordered.

(This column only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The customer location from which the goods or services are ordered.

The action to be taken if you click Process or Process all in the toolbar. Select one of the following:

• Reprint invoices

The particular customer whose sales orders you want to view.

Leave the field blank to view orders of all customers.

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The location of the customer related to the order.

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The name of the customer location.

The status of the sales invoices to be viewed.

To view all invoices regardless of their status, select View all (default).

The customer whose invoices you want to view.

Leave the field blank to view the invoices of all customers.

The type of invoices you want to view.

If there is no selection, all types of invoices will be displayed.

• Create shipment To create a shipment for the sales order. When you invoke this action, the Specify shipment parameters dialog box opens.

  Note

  For a sales order line that has an open shipment, you cannot create a new shipment until the open shipment is confirmed.

• Create receipt To create a receipt for an order involving an authorised customer return; you invoke this action when the goods are actually received. The Specify shipment parameters dialog box opens where you can select for which warehouse you want to create the receipt. You can repeat this for all warehouses.

• Open order To change the status of the document to Open from Back order (after the goods that were back ordered have been received).

• Reopen order To change the Cancelled status of the order to Open if you need to correct or delete the shipments created for the order.

• Copy order To copy the order to a new order. When you invoke this action, the Copy to dialog box opens. In the dialog box, you can select whether to recalculate prices and discounts and whether to cancel manual discounts.

  Note

  The allocations performed for any line of the original order are not copied, even for orders that require allocations.

  Note

  If you choose to copy the order by using the Copy/paste menu on the toolbar, while prices and discounts a recopied from the original order (without automatic updating and without recalculation of discounts), allocations are again not copied to a new order.

Send by email

To initiate the process of sending the sales order as an email.

Release from credit hold

To change the status of the document from Credit hold to Open if the customer passes the credit check.

Prepare invoice

To prepare an invoice for the order.

Create purchase order

To create a purchase order if it is necessary for fulfilling the sales order.

Cancel order

To cancel the order regardless of its status. If you cancel an order for which there are confirmed shipments, you need to reopen the order to delete the shipments.

Create transfer order

You can create a transfer order if it is necessary for fulfilling the sales order. When you click this action, the system redirects you to the Create transfer orders (SO509000) window.

Place on back order

To change the status of this sales order to Back order.

Recalculate prices

To open the Recalculate prices dialog box, which you use to specify options for updating the prices and discounts for the document.

Opens the current order in the new Sales orders (SO30100S) window.

The way prices and discounts are recalculated. You can select one of the following options:

Current line

To recalculate prices and discounts for the selected line

All lines

To recalculate prices and discounts for all lines

Select this check box if you want the system to replace the item prices that have been modified manually (in the Unit price or Manual amount column), with the current prices.

The check box is available for selection if the Set current unit prices check box is selected. Once the manual prices are overridden in the document, the system clears the Manual price check boxes in the appropriate document lines.

Select one of the predefined order types or a custom order type created in the Order types (SO201000) window.

If an order type does not appear in the list of options, make sure the Active check box is selected for it in the Order types (SO201000) window.

For details on each type, see About predefined types of sales orders. The predefined order types include the following:

Credit note (CM)

A document created when goods rejected by the customer are returned.

Cash return (CR)

A document used to record returns for cash sales.

Cash sale (CS)

A document created to account for a cash sale that doesn’t require shipping.

Invoice (IN)

A document used to invoice the customer for the shipped goods.

Quote (QT)

An agreement to sell specific goods with a specified price to the customer in the future.

Return for credit (RC)

A document created to authorise a customer return for credit in the amount of the returned goods only.

Generic authorised return (RM)

A document created to authorise a customer return of another type, such as a return with replacement by another item, or a return that may require additional charges.

Return with replacement (RR)

A document created to authorise a customer return for an exact replacement.

Sales order with allocation (SA)

(This option is only available if the Sales order to purchase order link functionality is enabled in the Enable/disable functionalities (CS100000) window.) A customer request to buy goods in the specified quantities on the specified date; this request requires the reservation of the requested quantities of the items. Once you save an order of this type, the quantities of items are added to the Sales orders allocated plan types.

Sales order (SO)

A customer request to buy goods in the specified quantities on the specified date.

Transfer (TR)

This option is only available if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window. A document used to account for transferring goods from one warehouse to another for replenishment.

The status of the document, which can be one of the following options:

• On hold: Indicates that the order is on hold, which means that additions and changes can be made and order quantities do not affect the item availability. Deselect the Hold check box to initiate the following operations:

  1. A credit check for the customer (if it is required for this customer)
  2. The assignment for approval (if approval is configured in your system)
  3. The assignment of the Open status to the order if the credit check was successful and if the order was approved automatically

• Credit hold: This status is only available for orders of the QT, SO, SA, IN, and CM order types. Indicates that the customer has failed the credit check, which the system performed when the order was taken off hold or saved with the On hold check box deselected. An order with this status can be saved with only the Credit hold or On hold status if the Hold document on failed credit check check box is selected for the order type in the Order types (SO201000) window. Once you have received payments from the customer, you can apply the Release from credit hold action.

• Open: Indicates (if applicable) that the sales order is not on hold anymore, the customer has passed the credit check, the order has been approved (if approval is required), and shipment has not yet occurred. If approval of sales orders of this type is required in your organisation, open orders cannot be edited.

For a particular open order, you can create a shipment by clicking the Create shipment action, or you can create multiple shipments for multiple open orders by using the Process orders (SO501000) window. When you create shipments for multiple orders, the system checks the availability of each item; if a shipment cannot be created according to the shipping rules (for details, see: About shipping rules), the system assigns the Back order status to the order.

• Cancelled: Indicates that the order has been cancelled. You can cancel an order if it has one of the following statuses: On hold, Credit hold, Pending approval, Rejected, Back order, or Open. To cancel an order with the Completed status, you need to reopen the order to delete the shipments and then cancel the order. You can not cancel an order that has the Shipping status.
• Shipping: (This status is not available for some return orders and orders of the CS and IN order types.) Indicates that the order is being shipped. If a shipment can be created according to the shipping rules, the order’s status changes to Shipping. Each confirmed shipment updates the data on the order showing how many items are being shipped ( Qty. on shipments ) and how many items are still to be shipped ( Open qty. ).
• Back order: (This status is only available for sales orders of the SO and SA types.) Indicates that the order cannot be shipped because the specified items are not available. You can assign this status to an open order manually if when you attempt to create a shipment, the system detects that the order cannot be shipped in full and displays a message about this. This status can be assigned to orders automatically when you run the Create shipments process by using the Process orders (SO501000) window if the shipping rules specified on the document level and on the line level do not allow shipment creation. If the Replan back orders check box is selected in the Inventory preferences (IN101000) window, on release of the appropriate inventory receipts, the requested quantities of items are re-planned (booked) for back orders, so that you can create shipments for these back orders by running the Create shipment process in the Process orders (SO501000) window.
• Invoiced: Means that the invoices for the order have been generated. This status is available only for orders of types that involve updating customer ledger; it is not used for transfer ( TR ), quote ( QT ), and return for replacement ( RR ) orders.
• Completed: Indicates that all related inventory documents required for the order type have been generated and released. Completed orders of the QT order type can be opened again.

A check box that you select if the document is on hold and should not be processed further at this time.

Deselect the check box to perform an automatic credit check for the customer (if configured) and then, if approval of sales orders is configured in your system, to assign the order for approval.

(This field does not appear for orders of the TR type.)

The reference number of the original customer document that the sales order is based on.

The customer that has ordered the goods or services.

If the TR order type is selected, Customer is read-only and displays your company ID and business name.

(This field only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The customer location from which the goods or services have been ordered. If the Transfer order type has been selected, use this box to select the company location related to the transfer.

(This field appears for all order types except the Transfer order type, if the Multi-currency accounting functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The currency of the document.

To the right of the currency you have the exchange rate. Clicking the Exchange rate drop-down list, will open the Rate selection dialog box, where you can view and change the details of the exchange rate.

For the documents with amounts in foreign currency, the Currency toggle button switches the currency of the amounts between the base currency and the selected foreign currency. The label on the Currency toggle button depends on the currently selected currency of the amount:

View base: The amount is displayed in the foreign currency; click the button to view the amount in the base currency.

View currency: The amount is displayed in the base currency; click the button to view the amount in the foreign currency.

The Currency toggle button does not affect the documents with amounts in the base currency only.

(This field only appears if the TR order type is selected.)

The warehouse to which the goods should be transferred.

(This check box does not appear if the TR order type is selected.)

This check box indicates (if selected) that this customer order is on credit hold. This happens if the customer does not comply with the credit verification rules and if the Check credit on entry option is selected for orders of this type in the Order types (SO201000) window. However, if you need to create a new sales order for this customer as an exception and you, based on a user role, have access to the Credit hold check box, you can clear the Credit hold check box, save the order, and release the order. The initial amount of the order serves as this document’s credit limit, and if a user increases the amount, the system does not allow the order to be removed from credit hold in this way.

(This field is only available if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The project with which this document is associated, or the code indicating that this document is not associated with any project; the non-project code is specified in the Project accounting preferences (PM101000) window.

(This field is only available if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The document total that is exempt from VAT. This total is calculated as the taxable amount for the VAT with the Include in VAT exempt total check box selected in the VAT (TX205000) window.

(This field is only available if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The document total that is subject to VAT. The VAT taxable amount is only displayed in this field if the Include in VAT taxable total check box is selected for the applicable VAT in the VAT (TX205000) window. If the check box is cleared, this field is empty.

The total amount of the document, which is calculated as follows:

Line total + Misc. total + Freight + Premium freight

– Discount total + VAT total + Excise duty total

The total of the extended costs on the lines of the sales order. If the Use replacement cost for margin/profit check box is selected, the Total cost is the total of replacement costs on the lines of the sales order.

This information is displayed if the setting Show gross margin/profit is selected in the Sales order preferences (SO101000) window.

(This button is only available if at least one of the following functionalities are enabled in the Enable/disable functionalities (CS100000) window: Sales order to purchase order link, Multiple warehouse locations, and Lot and serial tracking.)

Opens the Allocations dialog box so that you can allocate the stock for the order and specify warehouse locations and lot or serial numbers of the items, if required for the order by order type settings.

For more details, see: the Order types (SO201000) window.

(This button is enabled for only return orders).

Opens the Add invoice details dialog box so that you can add a line or multiple lines from the selected invoice to this return order.

(This button is only available for lines that have the Mark for purchase order check box selected.)

Opens the Purchasing details dialog box, which you use to link the sales order to an existing purchase order that has the required item listed.

A button that opens the Kit assembly dialog box for the kit item you have selected on the sales order line in the table. The Kit assembly dialog box is only available for stock items.

A button that opens the Kit specifications dialog box for the kit item you have selected on the sales order line in the table. The Kit specifications (IN209500) window is available both for stock and non-stock items.

(This column only appears for orders of the return types: CR, RC, RR, and RM.)

A column that holds the reference number of the original invoice (which lists the goods that were ordered and later returned by the customer).

(This column only appears for orders of the return types: CR, RC, RR, and RM.)

The operation to be performed in the Inventory workspace to fulfill the order. An order of the RR or RM type includes lines with theReceipt operation and lines with the Issue operation. Orders of other return types include only lines with the Receipt operation.

A check box that indicates (if selected) that the stock item specified in the row is a free item. You can add a free item manually, or it can be added automatically as a result of application of a group-level discount configured in the Discounts (AR209500) window.

If you select this check box for the item, the system updates the Unit price, Discount percent, Discount amount, and Manual amount amounts with 0 and selects the Manual discount check box.

The warehouse from which the specified quantity of the item should be delivered.

This column only appears if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

A link that opens the Kit assembly (IN307000) dialog box for the kit item you have selected on the sales order line in the table. The Kit assembly dialog box is only available for stock items. This functionality is also available by clicking the button with the same name in the table toolbar.

A link that opens the Kit specifications (IN209500) dialog box for the kit item you have selected on the sales order line in the table. The Kit specifications dialog box is available both for stock and non-stock items. This functionality is also available by clicking the button with the same name in the table toolbar.

The cost for a single unit (the unit of measure is specified in the UoM column) of the item. For information about how the unit cost is calculated, see About item costs and valuation methods.

(This column is only available if the setting Show gross margin/profit is selected in the Sales order preferences (SO101000) window.)

A check box that indicates (if selected) that the unit price in this line has been corrected or specified manually. If you clear this check box, the system updates the unit price in the document line with the current price (if one is specified).

If you change the customer number in the sales order or return order, the system does not update unit prices in the lines for which this check box is selected.

The percent of the line-level discount that has been applied manually or automatically to this line item (if the item is not a free item).

A selected Manual discount check box indicates that the percent of the discount is specified by the line discount that has been applied manually, or has been entered manually or calculated based on the discount amount entered manually for this line item.

If the Manual discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.

The amount of the line-level discount that has been applied manually or automatically to this line item (if the item is not a free item).

The selected Manual discount check box indicates that the amount of the discount is based on the line discount that has been applied manually, or has been specified manually or calculated based on the discount percent entered manually for this line item.

If the Manual discount check box is selected, you can enter the amount manually and the discount percent will be calculated automatically.

A check box that indicates (if selected) that the discount has been applied manually. With this check box selected, you can enter either the discount percent or the discount amount, or you can select the discount code of one of the discounts intended for manual application. If you select the Free item check box for the line item, the Manual discount check box is selected automatically.

The total cost of the item in the warehouse, divided by the total quantity of the item in the warehouse.

(This column is only available if the setting Show gross margin/profit is selected in the Sales order preferences (SO101000) window.)

The unit price multiplied by the quantity, deducted with the line discount.

If you had entered the manual amount once and saved the document, the value will not be updated by the system when you change the document date. If you want the manual amount to be recalculated automatically based on the applicable sales price, use the Recalculate prices action. If the Free item check box is selected for this stock item, the manual amount is set to 0.

(This column only appears if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The date when the process of deferred revenue recognition should start for the selected item; this date can be specified manually if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.

(This column only appears if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The date when the process of deferred revenue recognition should finish for the selected item; this date can be specified manually if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.

The date when the item should be shipped. By default, this date is calculated as a date that is earlier than the Requested on date (for this line) by the number of lead days but not earlier than the current business date. You can modify the date only if the order-level shipping rule is set to the Back orders allowed option on the Delivery settings tab.

In the Process orders (SO501000) window, you can select the orders for creating shipments by the Ship on dates specified in their lines if you select the By ship date option in the Select by field and specify the range for scheduled shipment dates in the Start date and End date fields.

The way the line item should be shipped. Select one of the following options:

Back orders allowed

The ordered quantity can be delivered in multiple shipments. If the ordered quantity is not available, the available quantity is shipped, and the remaining quantity (open quantity) can be shipped later. The line is not completed until it has a non-zero open quantity. The order gets the Back order status.

Cancel remainder

The ordered quantity should be delivered in one shipment, but if the ordered quantity is not available, the available quantity is shipped and the remainder is cancelled.

Ship only when complete

The ordered quantity should be delivered in one shipment. If the ordered quantity is not available for shipping, the order with this line gets the Back order status.

A check box that indicates (if selected) that the order line was marked for purchasing (if it has not been shipped completely). If you select this check box, the line will be visible in the Purchases workspace and available for adding to a purchase order.

The Mark for purchase order check box can be selected if the line item is a stock item or non-stock item that has both the Require shipment and Require receipt check boxes selected in the Non-stock items (IN202000) window.

This field is populated with the first available value in the following order of priority:

1. The default supplier’s price for the item set in the Supplier prices (AP202000) window, the Price column.
2. The default supplier’s Last supplier price, collected from the Stock items (IN202500) window, the Supplier details tab.

You can override the default supplier for the line item by changing the Supplier column for the line.

You can set the Supplier price manually if the Override supplier price check box is selected in the Sales order preferences (SO101000) window, the General information tab.

The type of purchase order to be used to fulfill this line, which can be one of the following options:

• Purchase to order The purchase order will have the type Normal and its receipt will be reserved for this sales order line. (This option only appears if the Sales order to purchase order link functionality is enabled in the Enable/disable functionalities (CS100000) window.)
• Drop-shipment The purchase order will have the type Drop-ship. Create a drop-ship order flow. (This option only appears if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.)

See also:

The reason code to be used for creation or cancellation of the order, if applicable. A reason code is required on creation of orders of the CR predefined order type.

Only reason codes with the Sales or Issue usage can be selected.

The extended cost of the item, which is the unit cost multiplied by the quantity. You can manually enter an amount that is not based on the unit cost.

(This column is only available if the setting Show gross margin/profit is selected in the Sales order preferences (SO101000) window.)

The line type for the sales order line, which can be one of the following options:

Misc. charge

for non-stock items that do not require shipment.

Goods for warehouse

for stock items.

Non-stock goods:

for non-stock items that require shipment.

The Item type applies to a ROT or RUT deductible document. You can edit this column. The type of the item, as selected in the Stock items (IN202500) or Non-stock items (IN202000) window, the ROT and RUT settings (Sweden) section, the Type field. For a stock item, this can be one of the following:

• Material cost
• Other cost.

For a non-stock item, this can be one of the following:

• Service
• Material cost
• Other cost.

When there is no Type selected in the Stock items (IN202500) or Non-stock items (IN202000) window, Other cost is the default type.

The quantity of the item available for shipping from the selected warehouse.

This value is calculated by the system based on the quantity on hand with quantities on issues and quantities shipped and on shipping deducted.

The profit on the line.

(This element only appears if the Show gross margin/profit check box is selected in the Sales order preferences (SO101000) window.)

The margin on the line.

(This element only appears if the Show gross margin/profit check box is selected in the Sales order preferences (SO101000) window.)

The markup on the line.

(This element only appears if the Show gross margin/profit check box is selected in the Sales order preferences (SO101000) window.)

The cost or expected cost to replace the item.

When the Use replacement cost for margin/profit check box in the top part is selected, the Replacement cost for the unit is collected from the Supplier price column in the table. If Supplier price is not set, the Replacement cost for the unit is set as the item’s Last cost, collected from the Stock items (IN202500) window, the Price/cost information tab, the Cost statistics section.

When the Use replacement cost for margin/profit check box in the top part is not selected, the Expected unit cost is collected from the Unit cost column in the table.

(This element only appears if the Show gross margin/profit check box is selected in the Sales order preferences (SO101000) window.)

A check box that you select for the table to display the stock item components of non-stock kits if there are any in the selected document.

If this check box is cleared, non-stock kits are displayed as is.

The quantity of the item specified in the document line. For a component of a non-stock kit, this column shows the total quantity, which is the quantity of the non-stock kit specified in the document line multiplied by the quantity of this component assembled in the non-stock kit.

Suppose that in the system there is a non-stock kit, NSKIT1, that includes 5 NSKITITEM1 stock items, and you have processed a sale of 2 NSKIT1 kits.

If you select the Show non-stock kits by components check box, the table will show the document line with the NSKITITEM1 ID and a quantity of 10.

(This field only appears if the Warehouses functionality is enabled in your system.)

The warehouse where the items are stocked. Leave the field blank to view information about all warehouses to which you have access.

A button that indicates (if selected) that only items sold to this customer since the particular date (which you specify in the adjacent Sales after field, which appears as soon as you click the button) are searched.

The date that appears by default in the Sales after field is the date three months earlier than the current business date.

(This column only appears if the Warehouses functionality is enabled in your system.)

The warehouse where the items are stocked.

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The quantity of the item last sold to the customer.

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The currency of the price.

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The price used for the last sale.

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The date of the last sale.

The source to be used to fulfill this line, which can be one of the following options: Purchase to order or Drop ship.

( Drop ship only appears if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.)

(This field only appears if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The destination warehouse for the items to be purchased.

(This field is not available for transfer orders.) The VAT zone to be used to process customer sales orders, which generally is the zone associated with the customer’s delivery address.

By default, the customer VAT zone is set to the VAT zone of the customer location specified for the order; if a VAT zone is not specified and the order is to be shipped via a common carrier, the customer VAT zone is the VAT zone determined by the postcode of the delivery address; if the order is not to be shipped by a common carrier, the customer VAT zone is the VAT zone assigned to the selling branch.

If the sales order was created from a quote that has a VAT zone specified, this VAT zone is by default set to the VAT zone specified for this quote.

You can override the default VAT zone; to keep the selected VAT zone, select the Override VAT zone check box.

An option that controls whether incomplete and partial shipments for the order are allowed. Select one of the following options:

Ship only when complete

This option indicates that the required quantity should be delivered in one shipment. Nothing will be shipped until the complete quantity is in stock.

Back orders allowed

This option indicates that the required quantity can be delivered in more than one shipment, with the remainder back-ordered.

Cancel remainder

This option indicates that the required items should be delivered in one shipment, but if the requested quantity is not available, the available quantity is shipped and the remainder is cancelled.

For more information on processing sales orders with different shipping rules, see: About shipping rules.

The ship via code that represents the carrier and its service to be used for shipping the ordered goods. For this ship via code, ifManual is specified as the freight calculation method ,the freight cost must be specified in the Freight cost field on the Totals tab (in this window).

A pick list where you select the transaction type to be used for Intrastat reporting.

You can also set a default transaction type for each order type. This is done in the Order types (SO201000) window.

The estimated value of the package, to be used for insurance calculation.

This check box indicates (if selected) that the package should be paid for on delivery.

(This field does not appear for transfer orders.)

The total amount on all document lines with stock items and non-stock items that require shipment, after Line-level discounts are applied. This total does not include the excise duty amounts, freight and premium freight amounts.

This total is calculated as the sum of the amounts in the Manual amount column on the Document detailstab for lines of the Goods for warehouse and Non-stock goods line type.

(This field does not appear for transfer orders.)

The total amount on all document lines with non-stock items that do not require shipment, after Line-level discounts are applied.

This total is calculated as the sum of the amounts in the Manual amount column on the Document details tab for lines with the Misc. charge line type.

The discount total calculated for the document.

This total includes discounts of the Group and Document levels. The discounts of the Group and Document levels are listed on the Document details tab; the Line discounts are shown on the Document details tab.

This field is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

(This field does not appear for transfer orders.)

The freight amount calculated in accordance with the shipping terms.

(This field does not appear for transfer orders.)

Any additional flat charges for handling the order.

The sum of unshipped amounts calculated for the lines with non-zero unshipped quantities of stock items.

The unshipped amount for each line is calculated as the amount in the Manual amount column (after Line-level discounts were applied) divided by the line quantity (the Qty. column) and multiplied by the unshipped quantity (the Open qty. column).

At the moment of order creation when no item quantities are shipped, the amount is equal to the Line total + VAT total + Excise duty total; this total does not include any freight amounts.

(This field does not appear for transfer orders.)

The quantity of items that were not yet invoiced.

(This field does not appear for transfer orders.)

The sum of not yet invoiced amounts for the lines with stock and non-stock items (in the Amount not yet invoiced column on the Document details tab).

The amount not yet invoiced for each line is calculated as the line amount (after line discounts were applied) minus the line amount in the invoice or invoices generated for the order.

At the moment of order creation when no invoice is generated, the amount is equal to Line total + Misc. total + Vat total - Discount total + Excise duty total. This total does not include any freight amounts.

(This field does not appear for transfer orders.)

The total amount that has been paid for this sales order.

(This field does not appear for transfer orders.)

The amount authorised for the order during the payment processing but not yet captured.

The unpaid amount of the order or Order total minus Payments total minus Pre-authorised amount.

Once an invoice for the unpaid amount of the order is generated, the unpaid amount becomes 0.

When the Distribute automatically check box is selected, this will display the total amount distributed among the specified personal IDs.

When the Distribute automatically check box is not selected, this will display the amount still to be distributed manually among the specified personal IDs.