Sales Orders

Reference for Sales Orders in Sales.

On this page

#About Sales Orders

This is a working page: a list or workspace where you find and act on records in BSuit ERP (Sales). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Sales and choose “Sales Orders”, or go directly to the address /sales-management/sales-orders.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

  1. Change existing records.
  2. Delete records (you are asked to confirm).
  3. Search within the page.
  4. Filter the data shown.
  5. Sort by a column.
  6. Page through long lists.
  7. Some controls depend on your permissions.

#Data stored for each record

The form layout of this page could not be read from its source, so here is everything BSuit stores for a salesorder (see also the SalesOrder data reference). Which fields appear on screen depends on the page and your configuration.

Fields stored for SalesOrder
FieldStored asTypeRequiredMax lengthRefers to
Order NumberOrderNumberTextNo——
Order DateOrderDateDateNo——
Customer IdCustomerIdTextNo——
Company IdCompanyIdTextNo—Company
Quote IdQuoteIdTextNo——
Backorder OfBackorderOfTextNo——
Expected Delivery DateExpectedDeliveryDateDateNo——
Warehouse IdWarehouseIdTextNo—Warehouse
Currency IdCurrencyIdTextNo—Currency
Exchange RateExchangeRateNumber (decimal)No——
SubtotalSubtotalNumber (decimal)No——
Discount AmountDiscountAmountNumber (decimal)No——
Tax AmountTaxAmountNumber (decimal)No——
Net AmountNetAmountNumber (decimal)No——
StatusStatusTextNo——
Fulfillment StatusFulfillmentStatusTextNo——
NotesNotesTextNo——
Payment Terms IdPaymentTermsIdTextNo—PaymentTerms
Assigned Sales Rep IdAssignedSalesRepIdTextNo——
Invoiced AmountInvoicedAmountNumber (decimal)No——
Workflow Instance IdWorkflowInstanceIdTextNo—WorkflowInstance
Approved ByApprovedByTextNo——
Approved AtApprovedAtDate and timeNo——
Posted Transaction IdPostedTransactionIdTextNo——
Posted Transaction NumberPostedTransactionNumberTextNo——
Posted To Finance AtPostedToFinanceAtDate and timeNo——
Failure MessageFailureMessageTextNo——
LinesLinesTextNo——
IdIdTextNo——
Created AtCreatedAtDate and timeNo——
Updated AtUpdatedAtDate and timeNo——
Is DeletedIsDeletedYes / NoNo——

#Where Sales Orders is used as a reference

Records from this master are picked in these other forms, so changing or deleting one can affect them:

Forms that refer to Sales Orders
FormField
Cross Dock TasksOutbound Sales Order
Pick ListsSales Order

#What the list shows

The list displays these columns; use search and filters to narrow it.

  1. Order #
  2. Date
  3. Customer
  4. Status
  5. Net Amount
  6. Fulfilment

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.

Buttons visible on the page
Button
Refresh
Settings (cog icon)
Order #
Date
Customer
Status
Net Amount
Fulfilment

#If something is missing or fails

  1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
  2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
  3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
Staff (internal users)
Owner
BSuit documentation team
Reviewer
Not yet reviewed
Last verified
Never
Checked against
Generated from source revision a36c7a086 on 2026-10-02
Seen on a running system
2026-09-21
Help version
2026.0.0-preview
Guide ID
erp:/sales-management/sales-orders
Need more help?If feedback above cannot be sent, email support and quote guide ID erp:/sales-management/sales-orders.
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