The option is used to list the orders pertaining to the service sold. The option is located in the F9 / right mouse button menu of the Services list. In addition to material orders, the order information of the services sales are recorded, transferred to invoices and reported. The order information of services sales is recorded by selecting Service in the type field of the sales order slip.
To list the sales transactions, first the Service for which the order transactions will be listed is selected, then Order Transactions are specified using the F9/right mouse key or the right mouse button menu. Order Transactions window is used to access the slips containing the transaction information, to view the slip information and change it if necessary.
Order Transactions window is displayed as a table. The upper part of the table displays the Service Code, Description and the Main Unit used in the record. The lines list the order transactions along with the following information:
- Slip Date
- Slip No. and Slip Aux. Code
- AR/AP Title
- Division, Department and Warehouse
- Approval Info
- Procurement / Delivery Date
- Quantity, Remaining Quantity and Delivery Remaining Quantity
- Line Comment
- Unit
- Unit Price
By clicking on the Filter button located at the bottom of the Order Transactions window, the order transactions can be filtered, and only the transactions matching the specified characteristics can be listed. The filter options are as follows:
Filter | Value |
|---|---|
Slip Date | Start / End |
Slip No. | Group / Range |
Slip Document No. | Group / Range |
Slip Aux. Code | Group / Range |
Approval Info | Proposal / Undeliverable / Deliverable |
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
Delivery Code | Group / Range |
Order Status | Closed / Not Closed |
List Orders Used in Planning | Yes/No |
List orders to be met with production order only | Yes/No |
Transaction Aux. Code | Group / Range |
Undelivered Quantity | Quantity Range |
Shipment Percent (%) | Percentage info |
Division | Defined divisions |
Department | Defined departments |
Warehouse | Defined warehouses |
Order Type | Without Prepayment/ Prepayment |
Reservation Status | Yes / No |
The conditions can be saved by clicking on "Save Filter" button in order to generate the transaction lists with the same conditions. "Load Filter" button is used to use the saved filter files.
