Related topics
On this panel lost sales information is displayed.
Function keys
Selection fields
- Customer
- Displays the customer code and description.
- Order value/Quote value
- When viewing lost sales for sales orders, this field displays the total value of the order lines, after deduction of the discount(s), and includes VAT (if applicable to the order). Free of charge order lines are not included in this value.
When viewing lost sales for sales quotations, this field displays the total value of the quotation lines, after deduction of the discount(s), and includes VAT (if applicable to the quotation). Free of charge quotation lines are not included in this value.
Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.
Note: Only the display value will be truncated, the full amount will be correctly updated to the database.
- Ord type
- Displays the order type for the order/quotation.
- Order/Quote
- For a sales order, this field displays the sales order number.
For a sales quotation, this field displays the quotation number and any version number.
- Credit limit
- Displays the debtor’s credit limit (in system currency).
- Balance
- Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.
The total balance is calculated as follows:
+ A/R – A/P balance
+ Invoiced not transf
+ Open orders
– Received payments
= Total balanceSales orders created for Inventory contracts
Applicable for SCS-, WDS-, and WBS inventory contracts.
When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:
- all orders with status less than 60 for this customer and assigned to the same contract
and
- all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)
as follows:
+ Open orders for inventory contract
+ Invoiced not transferred for inventory contract
= Total balanceIf no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.
This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.
Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.
Note: Only the displayed value will be truncated, the full amount will be correctly updated to the database.
- all orders with status less than 60 for this customer and assigned to the same contract
- Line
- Indicates the order/quotation line number.
Note: The order/quotation line for this item was cancelled.
- Reason
- The reason code and description why the order/quotation line was cancelled.
- Quantity
- The item quantity.
- Disp date
- The date that the goods were scheduled to be dispatched to your customer.
- Price
- The price of the order/quotation line.
- Unit
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.
- Quantity
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the price unit quantity (i.e. the sales quantity presented according to the price unit). See About price unit handling for more information.