Sales order list (SO40101S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The top part

Button	Description
View order	When you click this button, the system opens a pop-up of the Sales orders (SO301000) window for the selected line.
View customer	When you click this button, the system opens a pop-up of the Customers (AR303000) window for the selected line.

Element	Description
Order type	Select the order type for which you want to display orders, which can be any of the active order types in the Order types (SO201000) window. You can leave the field blank to display orders of all types. For details on each type, see: About predefined types of sales orders and About predefined order types for customer returns. The predefined order types include the following: Credit note (CM) Cash sale (CS) Cash return (CR) Invoice (IN) Quote (QT) Return for credit (RC) Generic authorised return (RM) Return with replacement (RR) Sales order (SA) Sales order (SO) Transfer (TR)
Status	Select for which status you want to display orders. The default status is Open. Available options are: View all Orders with all statuses. Open Indicates (if applicable) that the sales order is not on hold anymore, the customer has passed the credit check, and shipment has not yet occurred. On hold Additions and changes can be made to these orders and order quantities do not affect the item availability. Credit hold Orders for which the customer has failed the credit check. Completed Orders for which all related inventory documents required for the order type have been generated and released. Cancelled Orders that have been cancelled. Back order Orders that cannot be shipped because the specified items are not available. Shipping Orders that are being shipped. Invoiced Orders for which invoices have been generated. See Sales orders (SO301000) for more detailed status descriptions.
Customer	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.
Owner	The user name of the user to whom the activity is assigned. Leave the field blank to view information on all owners.
Salesperson	The salesperson for which you want to view information. Leave the field blank to view information on all salespersons.

The table

Column	Description
Order no.	The reference number of the order.
Customer name	The customer of the order.
Customer no.	The ID of the customer.
Description	The description of the order according to the Description field in the Sales orders (SO301000) window.
Date	The date the order was created.
Status	The status of the order.
Currency	The currency used in the order.
Type	The type of customer ledger document that has been or is to be generated on release of this document, according to template settings in the Order types (SO201000) window. Possible types are Invoice, Debit note, Credit note, and No update (which means no customer ledger documents have been or will be created).
Sched. shipment	The date when the shipment for this order is scheduled (as specified in the Sched. shipment field on the Delivery settings tab of the Sales orders (SO301000) window).
Customer VAT zone	The VAT zone to be used to process customer sales orders, which generally is the zone associated with the customer’s delivery address.
Discount total	The discount total calculated for the order.
VAT taxable total	(This column is only available if the VAT reporting functionality is enabled in your system.) The order total that is subjected to VAT.
Order total	The total amount of the order.
Owner	The user responsible for the order.
Salesperson	The salesperson associated with the order.

Related pages

Windows

Last modified February 19, 2026