How Do I Search Sales Orders (SOs)?


This article will discuss the different fields that can be used to search for Sales Orders (SOs).


How To

Sales - A/R > Sales Order

When the Sales Order screen pulls up, it will be in Add mode. You will need to switch it to Find mode by either using Ctrl + F on your keyboard or clicking the binoculars on your Orchestrated tool bar.


Once in find mode, you will be able to search for SOs using any the following fields:

  • Customer Code
  • Customer Name
  • Customer Ref. No.
  • SO No.
  • Status
  • Posting/Planned Ship/Document Date














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