Sales order result based on financial entries (8001)

Based on the financial entries, this dashboard shows a view of all financial entries that have been made on the specific sales order. A booking is made at the time of invoicing a sales order line or an installment line.

 


Target group

  • Sellers

 

Where in MKG?

This dashboard can be found in the module Sales Orders

. If the 'Dashboard' form isn't already open, you can do that by clicking the hamburger menu
at the top right of the screen, select the 'Forms' option and then click on 'Dashboard'. Within the form, the dashboard can be accessed by clicking the Views
button and select Sales Order Result (8001).



Parameters

This dashboard does not contain any parameters.



Details

This dashboard can be run for sales orders that are not yet completely historical, in which case the results are not yet final. When this is the case, it will be listed in the top left of the dashboard.

The Result and Result % columns on the 'Sales Order Result' tab are colored according to the result; light green for a positive result, orange if your result is zero and red for a negative result.

When a sales order line is historical, it is shown with a green circle with a check mark in it in the Historical column on the 'Sales Order Result' tab.

When a sales order line has a cost price, it is shown with a green circle with a checkmark in it in the Has cost price column on the 'Sales Order Result' tab.