This table outlines the functions that can be accessed from the function list in the Work with sales orders/service orders, Order header, additional info 3 panel.
Function list
| Order settlements | For Sales orders and Service orders, access the Work with order settlements panel where you can enter credit card, cash or cheque payments.
For Cash sales, access the Work with order settlements panel where you can view a summary of all amounts and fees. |
| Profit enquiry | View profit margin information for the sales order/service order or sales order line/service order line. Note: This function cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3, or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit. |
| Message creator | For Sales orders, the MANUALSOL2 event type must be activated in the Event type table to be able to use this function.
For Service orders, the MANUALSVC2 event type must be activated in the Event type table to be able to use this function. Manually create an alert message to be sent to the applicable receiver. See Configuring the system to send/receive alerts for more information. |