| Field |
Shop |
Specifies the Unleash Commerce Shop |
| Field |
No. |
Specifies the number of the involved entry or record, according to the specified number series. |
| Field |
Customer No. |
Specifies the number of the customer who will receive the products and be billed by default. |
| Field |
Customer Name |
Specifies the name of the customer who will receive the products and be billed by default. |
| Field |
VAT Registration No. |
Specifies the customer's VAT registration number for customers. |
| Field |
Quote No. |
Specifies the number of the sales quote that the sales order was created from. You can track the number to sales quote documents that you have printed, saved, or emailed. |
| Field |
Posting Description |
Specifies additional posting information for the document. After you post the document, the description can add detail to vendor and customer ledger entries. |
| Field |
Address |
Specifies the address where the customer is located. |
| Field |
Address 2 |
Specifies additional address information. |
| Field |
City |
Specifies the city of the customer on the sales document. |
| Field |
County |
Specifies the state, province or county of the address. |
| Field |
Post Code |
Specifies the postal code. |
| Field |
Country/Region Code |
Specifies the country or region of the address. |
| Field |
Contact No. |
Specifies the number of the contact person that the sales document will be sent to. |
| Field |
Phone No. |
Specifies the telephone number of the contact person that the sales document will be sent to. |
| Field |
Mobile Phone No. |
Specifies the mobile telephone number of the contact person that the sales document will be sent to. |
| Field |
Email |
Specifies the email address of the contact person that the sales document will be sent to. |
| Field |
Contact |
Specifies the name of the person to contact at the customer. |
| Field |
No. of Archived Versions |
Specifies the number of archived versions for this document. |
| Field |
Document Date |
Specifies the date when the related document was created. |
| Field |
Posting Date |
Specifies the date when the posting of the sales document will be recorded. |
| Field |
VAT Date |
Specifies the date used to include entries on VAT reports in a VAT period. This is either the date that the document was created or posted, depending on your setting on the General Ledger Setup page. |
| Field |
Order Date |
Specifies the date the order was created. The order date is also used to determine the prices and discounts on the document. |
| Field |
Due Date |
Specifies when the related sales invoice must be paid. |
| Field |
Requested Delivery Date |
Specifies the date that the customer has asked for the order to be delivered. |
| Field |
Promised Delivery Date |
Specifies the date that you have promised to deliver the order, as a result of the Order Promising function. |
| Field |
External Document No. |
Specifies a document number that refers to the customer's or vendor's numbering system. |
| Field |
Your Reference |
Specifies the customer's reference. The content will be printed on sales documents. |
| Field |
Salesperson Code |
Specifies the name of the salesperson who is assigned to the customer. |
| Field |
Campaign No. |
Specifies the number of the campaign that the document is linked to. |
| Field |
Opportunity No. |
Specifies the number of the opportunity that the sales quote is assigned to. |
| Field |
Responsibility Center |
Specifies the code of the responsibility center, such as a distribution hub, that is associated with the involved user, company, customer, or vendor. |
| Field |
Assigned User ID |
Specifies the ID of the user who is responsible for the document. |
| Field |
Job Queue Status |
Specifies the status of a job queue entry or task that handles the posting of sales orders. |
| Field |
Status |
Specifies whether the document is open, waiting to be approved, has been invoiced for prepayment, or has been released to the next stage of processing. |
| Field |
Currency Code |
Specifies the currency of amounts on the sales document. |
| Field |
Company Bank Account Code |
Specifies the bank account to use for bank information when the document is printed. |
| Field |
Prices Including VAT |
Specifies if the Unit Price and Line Amount fields on document lines should be shown with or without VAT. |
| Field |
VAT Bus. Posting Group |
Specifies the VAT specification of the involved customer or vendor to link transactions made for this record with the appropriate general ledger account according to the VAT posting setup. |
| Field |
Customer Posting Group |
Specifies the customer's market type to link business transactions to. |
| Field |
Payment Terms Code |
Specifies a formula that calculates the payment due date, payment discount date, and payment discount amount. |
| Field |
Payment Method Code |
Specifies how to make payment, such as with bank transfer, cash, or check. |
| Field |
EU 3-Party Trade |
Specifies if the transaction is related to trade with a third party within the EU. |
| Field |
Payment Service |
Specifies the online payment service, such as PayPal, that customers can use to pay the sales document. |
| Field |
Shortcut Dimension 1 Code |
Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window. |
| Field |
Shortcut Dimension 2 Code |
Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. |
| Field |
Payment Discount % |
Specifies the payment discount percentage granted if the customer pays on or before the date entered in the Pmt. Discount Date field. |
| Field |
Pmt. Discount Date |
Specifies the date on which the amount in the entry must be paid for a payment discount to be granted. |
| Field |
Journal Template Name |
Specifies the name of the journal template in which the sales header is to be posted. |
| Field |
Direct Debit Mandate ID |
Specifies the direct-debit mandate that the customer has signed to allow direct debit collection of payments. |
| Field |
Ship-to |
Specifies the address that the products on the sales document are shipped to. Default (Sell-to Address): The same as the customer's sell-to address. Alternate Ship-to Address: One of the customer's alternate ship-to addresses. Custom Address: Any ship-to address that you specify in the fields below. |
| Field |
Code |
Specifies the code for another shipment address than the customer's own address, which is entered by default. |
| Field |
Name |
Specifies the name that products on the sales document will be shipped to. |
| Field |
Address |
Specifies the address that products on the sales document will be shipped to. |
| Field |
Address 2 |
Specifies additional address information. |
| Field |
City |
Specifies the city of the customer on the sales document. |
| Field |
County |
Specifies the state, province or county of the address. |
| Field |
Post Code |
Specifies the postal code. |
| Field |
Country/Region |
Specifies the customer's country/region. |
| Field |
Contact |
Specifies the name of the contact person at the address that products on the sales document will be shipped to. |
| Field |
Code |
Specifies how items on the sales document are shipped to the customer. |
| Field |
Agent |
Specifies which shipping agent is used to transport the items on the sales document to the customer. |
| Field |
Agent Service |
Specifies the code that represents the default shipping agent service you are using for this sales order. |
| Field |
Package Tracking No. |
Specifies the shipping agent's package number. |
| Field |
Bill-to |
Specifies the customer that the sales invoice will be sent to. Default (Customer): The same as the customer on the sales invoice. Another Customer: Any customer that you specify in the fields below. |
| Field |
Name |
Specifies the customer to whom you will send the sales invoice, when different from the customer that you are selling to. |
| Field |
Address |
Specifies the address of the customer that you will send the invoice to. |
| Field |
Address 2 |
Specifies additional address information. |
| Field |
City |
Specifies the city of the customer on the sales document. |
| Field |
County |
Specifies the state, province or county of the address. |
| Field |
Post Code |
Specifies the postal code. |
| Field |
Country/Region Code |
Specifies the country or region of the address. |
| Field |
Contact No. |
Specifies the number of the contact the invoice will be sent to. |
| Field |
Contact |
Specifies the name of the person you should contact at the customer who you are sending the invoice to. |
| Field |
Phone No. |
Specifies the telephone number of the person you should contact at the customer you are sending the invoice to. |
| Field |
Mobile Phone No. |
Specifies the mobile telephone number of the person you should contact at the customer you are sending the invoice to. |
| Field |
Email |
Specifies the email address of the person you should contact at the customer you are sending the invoice to. |
| Field |
Location Code |
Specifies the location from where inventory items to the customer on the sales document are to be shipped by default. |
| Field |
Shipment Date |
Specifies when items on the document are shipped or were shipped. A shipment date is usually calculated from a requested delivery date plus lead time. |
| Field |
Shipping Advice |
Specifies if the customer accepts partial shipment of orders. |
| Field |
Outbound Whse. Handling Time |
Specifies a date formula for the time it takes to get items ready to ship from this location. The time element is used in the calculation of the delivery date as follows: Shipment Date + Outbound Warehouse Handling Time = Planned Shipment Date + Shipping Time = Planned Delivery Date. |
| Field |
Shipping Time |
Specifies how long it takes from when the items are shipped from the warehouse to when they are delivered. |
| Field |
Late Order Shipping |
Indicates a delay in the shipment of one or more lines, or that the shipment date is either the same as or earlier than the work date. |
| Field |
Combine Shipments |
Specifies whether the order will be included when you use the Combine Shipments function. |
| Field |
Completely Shipped |
Specifies whether all the items on the order have been shipped or, in the case of inbound items, completely received. |
| Field |
Transaction Specification |
Specifies a specification of the document's transaction, for the purpose of reporting to INTRASTAT. |
| Field |
Transaction Type |
Specifies the type of transaction that the document represents, for the purpose of reporting to INTRASTAT. |
| Field |
Transport Method |
Specifies the transport method, for the purpose of reporting to INTRASTAT. |
| Field |
Exit Point |
Specifies the point of exit through which you ship the items out of your country/region, for reporting to Intrastat. |
| Field |
Area |
Specifies the country or region of origin for the purpose of Intrastat reporting. |
| Field |
Language Code |
Specifies the language to be used on printouts for this document. |
| Field |
Format Region |
Specifies the format to be used on printouts for this document. |
| Field |
Prepayment % |
Specifies the prepayment percentage to use to calculate the prepayment for sales. |
| Field |
Compress Prepayment |
Specifies that prepayments on the sales order are combined if they have the same general ledger account for prepayments or the same dimensions. |
| Field |
Prepmt. Payment Terms Code |
Specifies the code that represents the payment terms for prepayment invoices related to the sales document. |
| Field |
Prepayment Due Date |
Specifies when the prepayment invoice for this sales order is due. |
| Field |
Prepmt. Payment Discount % |
Specifies the payment discount percent granted on the prepayment if the customer pays on or before the date entered in the Prepmt. Pmt. Discount Date field. |
| Field |
Prepmt. Pmt. Discount Date |
Specifies the last date the customer can pay the prepayment invoice and still receive a payment discount on the prepayment amount. |
| Group |
O&rder |
View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved. |
| Group |
Coupling |
Create, change, or delete a coupling between the Business Central record and a Dynamics 365 Sales record. |
| Group |
F&unctions |
Create a new purchase document so you can buy items from a vendor. |
| Group |
Power Automate |
Create a new flow in Power Automate from a list of relevant flow templates. |
| Action |
Statistics |
View statistical information, such as the value of posted entries, for the record. |
| Action |
Customer |
View or edit detailed information about the customer on the sales document. |
| Action |
Dimensions |
View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. |
| Action |
Co&mments |
View or add comments for the record. |
| Action |
Attachments |
Add a file as an attachment. You can attach images as well as documents. |
| Action |
Sales Order |
View the selected sales order. |
| Action |
Synchronize |
Send updated data to Dynamics 365 Sales. |
| Action |
Set Up Coupling |
Create or modify the coupling to a Dynamics 365 Sales order. |
| Action |
Delete Coupling |
Delete the coupling to a Dynamics 365 Sales order. |
| Action |
Synchronization Log |
View integration synchronization jobs for the sales order table. |
| Action |
S&hipments |
View related posted sales shipments. |
| Action |
Invoices |
View a list of ongoing sales invoices for the order. |
| Action |
In&vt. Put-away/Pick Lines |
View items that are inbound or outbound on inventory put-away or inventory pick documents for the sales order. |
| Action |
Warehouse Shipment Lines |
View ongoing warehouse shipments for the document, in advanced warehouse configurations. |
| Action |
Warehouse Pick Lines |
View items that are outbound on warehouse pick documents for the sales order. |
| Action |
Prepa&yment Invoices |
View related posted sales invoices that involve a prepayment. |
| Action |
Prepayment Credi&t Memos |
View related posted sales credit memos that involve a prepayment. |
| Action |
Interaction Log E&ntries |
View a list of interaction log entries related to this document. |
| Action |
Approve |
Approve the requested changes. |
| Action |
Reject |
Reject the approval request. |
| Action |
Delegate |
Delegate the approval to a substitute approver. |
| Action |
Comments |
View or add comments for the record. |
| Action |
Re&lease |
Release the document to the next stage of processing. You must reopen the document before you can make changes to it. |
| Action |
Re&open |
Reopen the document to change it after it has been approved. Approved documents have the Released status and must be opened before they can be changed. |
| Action |
Create Purchase Orders |
Create one or more new purchase orders to buy the items that are required by this sales document, minus any quantity that is already available. |
| Action |
Create Purchase Invoice |
Create a new purchase invoice to buy all the items that are required by the sales document, even if some of the items are already available. |
| Action |
Calculate &Invoice Discount |
Calculate the invoice discount that applies to the sales order. |
| Action |
Get Recurring Sales Lines |
Insert sales document lines that you have set up for the customer as recurring. Recurring sales lines could be for a monthly replenishment order or a fixed freight expense. |
| Action |
Copy Document |
Copy document lines and header information from another sales document to this document. You can copy a posted sales invoice into a new sales invoice to quickly create a similar document. |
| Action |
Move Negative Lines |
Prepare to create a replacement sales order in a sales return process. |
| Action |
Archi&ve Document |
Send the document to the archive, for example because it is too soon to delete it. Later, you delete or reprocess the archived document. |
| Action |
Reject IC Sales Order |
Deletes the order and sends the rejection to the company that created it. |
| Action |
View Incoming Document |
View any incoming document records and file attachments that exist for the entry or document. |
| Action |
Select Incoming Document |
Select an incoming document record and file attachment that you want to link to the entry or document. |
| Action |
Create Incoming Document from File |
Create an incoming document record by selecting a file to attach, and then link the incoming document record to the entry or document. |
| Action |
Remove Incoming Document |
Remove any incoming document records and file attachments. |
| Action |
Order &Promising |
Calculate the shipment and delivery dates based on the item's known and expected availability dates, and then promise the dates to the customer. |
| Action |
Demand Overview |
Get an overview of demand for your items when planning sales, production, projects, or service management and when they will be available. |
| Action |
Pla&nning |
Open a tool for manual supply planning that displays all new demand along with availability information and suggestions for supply. It provides the visibility and tools needed to plan for demand from sales lines and component lines and then create different types of supply orders directly. |
| Action |
Send A&pproval Request |
Request approval of the document. |
| Action |
Cancel Approval Re&quest |
Cancel the approval request. |
| Action |
Create Inventor&y Put-away/Pick |
Create an inventory put-away or inventory pick to handle items on the document according to a basic warehouse configuration that does not require warehouse receipt or shipment documents. |
| Action |
Create &Warehouse Shipment |
Create a warehouse shipment to start a pick a ship process according to an advanced warehouse configuration. |
| Action |
P&ost |
Finalize the document or journal by posting the amounts and quantities to the related accounts in your company books. |
| Action |
Post and New |
Post the sales document and create a new, empty one. |
| Action |
Post and Send |
Finalize and prepare to send the document according to the customer's sending profile, such as attached to an email. The Send document to window opens first so you can confirm or select a sending profile. |
| Action |
Test Report |
View a test report so that you can find and correct any errors before you perform the actual posting of the journal or document. |
| Action |
Remove From Job Queue |
Remove the scheduled processing of this record from the job queue. |
| Action |
Preview Posting |
Review the different types of entries that will be created when you post the document or journal. |
| Action |
Pro Forma Invoice |
View or print the pro forma sales invoice. |
| Action |
Prepayment &Test Report |
Preview the prepayment transactions that will results from posting the sales document as invoiced. |
| Action |
Post Prepayment &Invoice |
Post the specified prepayment information. |
| Action |
Post and Print Prepmt. Invoic&e |
Post the specified prepayment information and print the related report. |
| Action |
Preview Prepmt. Invoice Posting |
Review the different types of entries that will be created when you post the prepayment invoice. |
| Action |
Post Prepayment &Credit Memo |
Create and post a credit memo for the specified prepayment information. |
| Action |
Post and Print Prepmt. Cr. Mem&o |
Create and post a credit memo for the specified prepayment information and print the related report. |
| Action |
Preview Prepmt. Cr. Memo Posting |
Review the different types of entries that will be created when you post the prepayment credit memo. |
| Action |
Work Order |
Prepare to registers actual item quantities or time used in connection with the sales order. For example, the document can be used by staff who perform any kind of processing work in connection with the sales order. It can also be exported to Excel if you need to process the sales line data further. |
| Action |
Pick Instruction |
Print a picking list that shows which items to pick and ship for the sales order. If an item is assembled to order, then the report includes rows for the assembly components that must be picked. Use this report as a pick instruction to employees in charge of picking sales items or assembly components for the sales order. |
| Action |
Email Confirmation |
Send a sales order confirmation by email. The attachment is sent as a .pdf. |
| Action |
Print Confirmation |
Print a sales order confirmation. |
| Action |
Attach as PDF |
Create a PDF file and attach it to the document. |
| Sub page |
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