Next Generation - Utilise the Outstanding Sales Order Enquiry to its best

The The Outstanding Sales Order Enquiry screen holds all the outstanding sales orders for all your customers and enables you to make enquiries about these transactions in your data file.

All of our enquiries use the same screens for consistency purposes.

You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the transactions you're interested in are displayed in the enquiry window.
You can look at just the header information, or you can open the transaction to see all the detail lines it contains by clicking on the icon.
Access to enquiry windows is controlled by your Security Profile.

To access a Customer's outstanding sales orders directly from the customer record, please refer to access the Outstanding Sales Orders Enquiry directly from a customer article.

Note: When clicking anywhere on a row, the action panel automatically opens from the right. You can close the action panel by clicking on the in the middle of the panel.

The Outstanding Orders Enquiry is made up of the following sections:

Sections	Description
Record Count	Shows the number of transactions listed in the grid for the provided filter criteria. Updates depending on the filter criteria. Updates when you select transactions.
Search field	Search on Account Name or Order Number. When accessing the enquiry directly from a customer record, the account name and header reference only searches on the selected record. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches. You can search for the beginning of each word in the available quick search fields, no matter where they are. Example: If you wish to search for an Account Name of "The Access Group", you can now enter the words "The", "Access", or "Group" and Financials will intelligently find this result. Note: This search contains a Begins with search on each word, and is available for the Account Name and excludes the Order No.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advance filter articles we linked above.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the transactions on the purchase ledger for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 500,000 rows to protect the performance. You can run several exports at the same time, even from the same screen and you'll be notified individually as each one is completed. Export to Excel Current View - Exports the currently displayed or loaded transactions and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
Hide Grouping	You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field. You can group multiple columns. You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping. You can turn grouping back on by clicking on Show Grouping.
The Grid	Default columns are displayed when the Enquiry screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns. Each column is sortable, and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label and clicking on the icon to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once. The Totals at the bottom right-hand side of the screen are made up of the Gross and Outstanding Net values of the displayed transactions. When you select a transaction the totals at the bottom will display the totals for this order only. You can open the detail lines on a transaction by selecting the arrow in front of a transaction. You can change the configuration of the columns displayed for the Detail line from the Cog which is at the end of the detail section.
Hyperlinks - Account Code and Account Name	You can click on the hyperlinks on the account code or name columns to get to your customer record. The record opens in View mode and if your security permissions has edit permissions, you can edit the customer. If you don't have access to edit customer records, instead of an Edit button, you will see a Close button on the customer record.
Action Panel - Access other options	Select the checkbox in front of a transaction to open it. The action panel opens on the right-hand side of the screen where you can access action cards. The Actions tab displays all action cards that are available for your security permissions. You can only select one transaction at a time. For more information on how the action panel works, please refer to access the action panel from enquiries.

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