Sales Order Information Boxes

The following table describes the default information boxes.

Box	Description
Sales Order or Quote	The type of sales order. To convert a quote to a sales order, copy the quote and set the type to sales order.
Account	The account associated with the sales order. To find an account, click the Find button. This information is required.
Account Manager	The individual in your company who is responsible for the account. Click the Find button to find the person or team within your organization that manages the account and this sales order.
Opportunity	The opportunity associated with the sales order. To find an opportunity, click the Find button.
Date Created	The date the sales order was initiated. This only appears on the Sales Order Detail view and cannot be edited.
Requested By	The person who requested the sales order. Click the Find button to select a contact.
Date Requested	The date the customer placed the sales order. To edit, click the Calendar/Time button, select the date, and then click OK.
Date Promised	The date the sales order is promised to be delivered to the customer. To edit, click the Calendar/Time button, select the date, and then click OK.
Type	The type of sales order. The Type selected here and the sales order type (sales order or quote) may be different values. Type is a customizable pick list and may or may not contain values to match the sales order type. Click the drop-down arrow and select from the list.
Status	The status of the sales order. Click the ellipsis button and select an item from the list. If the status is changed to Closed, all associated products will be added as assets to the account.
Customer PO	The customer's Purchase Order number.
Accounting System	The name of the connection to the integrated accounting application. Click the Find button to select an accounting system. (Accounting Integration Only)
Price List	The price list associated to the sales order. Only price lists associated with the selected accounting system display. The price list lookup is unavailable until the Accounting System is selected. Only one price list can be assigned to a sales order and the price list cannot be changed if products have been added to the order. (Accounting Integration Only)
Comments	Type any additional notes about the sales order.