pageSales & Receivablesofficial - Microsoftderived - from the source, no model text

Page 9305 "Sales Order List"

Base Application · Microsoft.Sales.Document

Across versions

  1. BC23-30present

Neighbourhood 29 connected objects and pages

Table 36 "Sales Header" (relates to)Sales HeaderPage 42 "Sales Order" (pages and codeunits on it)Sales OrderPage extension 30116 "Shpfy Sales Order List" (extended by)Shpfy Sales Order ListCodeunit 1535 "Approvals Mgmt." (calls, 2 links)Approvals Mgmt.Codeunit 81 "Sales-Post (Yes/No)" (calls, 2 links)Sales-Post (Yes/No)Table 9053 "Sales Cue" (calls, 2 links)Sales CueCodeunit 1302 "Customer Mgt." (calls)Codeunit 1311 "Activities Mgt." (calls)Activities Mgt.Codeunit 1320 "Lines Instruction Mgt." (calls)Lines Instruction Mgt.Codeunit 1543 "Workflow Webhook Management" (calls)Workflow Webhook ManagementCodeunit 1630 "Office Management" (calls)Codeunit 229 "Document-Print" (calls)Codeunit 5330 "CRM Integration Management" (calls)CRM Integration ManagementCodeunit 5331 "CRM Coupling Management" (calls)CRM Coupling ManagementCodeunit 760 "Trailing Sales Orders Mgt." (calls)Trailing Sales Orders Mgt.Table 9060 "SB Owner Cue" (calls)Ad-hoc analysis of finance data (Learn pages)Ad-hoc analysis of inventory data (Learn pages)Ad-hoc analysis of inventory…Ad-hoc analysis of sales data (Learn pages)Analyze data in lists with Copilot (preview) (Learn pages)Analyze data in lists with C…Analyze list page and query data using data analysis (Learn pages)Archive sales, purchase, project, and service documents (Learn pages)Correct prepayments (Learn pages)Create a customer sales order and sell products (Learn pages)Create prepayment invoices (Learn pages)Invoice prepayments (Learn pages)Register new customers by creating a Customer Card (Learn pages)Sales analytics (Learn pages)Use e-documents in sales (Learn pages)

Open in the neighbourhood explorer

One hop out, from the extracted relations and call graph. Up to 40 shown; the sections below list them all.

Base Application · Microsoft.Sales.Document · captioned “Sales Orders” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property Value
Caption Sales Orders
SourceTable Sales Header
PageType List
UsageCategory Lists
ApplicationArea Basic, Suite, Assembly

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group Control Shows ToolTip
Control1 No. No. Specifies a unique number that identifies the sales document. The number can be generated automatically from a number series, or you can number each of them manually. from the table field
Sell-to Customer No. Sell-to Customer No. Specifies the number of the customer that you’re selling to. By default, the same customer is suggested as the ship-to customer. If needed, you can specify a different ship-to customer on the document. from the table field
Sell-to Customer Name Sell-to Customer Name Specifies the name of the customer that you’re selling to. By default, the same customer is suggested as the ship-to customer. If needed, you can specify a different ship-to customer on the document. from the table field
External Document No. External Document No. Specifies a document number that refers to the customer’s or vendor’s numbering system. from the table field
Sell-to Post Code Sell-to Post Code Specifies the postal code of the customer’s main address. from the table field
Sell-to Country/Region Code Sell-to Country/Region Code Specifies the country/region code of the customer’s main address. from the table field
Sell-to Contact Sell-to Contact Specifies the name of the contact person at the customer’s main address. from the table field
Bill-to Customer No. Bill-to Customer No. Specifies the number of the customer that you send or sent the invoice or credit memo to. from the table field
Bill-to Name Bill-to Name Specifies the name of the customer that you send or sent the invoice or credit memo to. from the table field
Bill-to Post Code Bill-to Post Code Specifies the postal code of the customer’s billing address. from the table field
Bill-to Country/Region Code Bill-to Country/Region Code Specifies the country/region code of the customer’s billing address. from the table field
Bill-to Contact Bill-to Contact Specifies the name of the contact person at the customer’s billing address. from the table field
Ship-to Code Ship-to Code Specifies a code for an alternate shipment address if you want to ship to another address than the one that has been entered automatically. This field is also used in case of drop shipment. from the table field
Ship-to Name Ship-to Name Specifies the name of the customer at the address that the items are shipped to. from the table field
Ship-to Post Code Ship-to Post Code Specifies the postal code of the address that the items are shipped to. from the table field
Ship-to Country/Region Code Ship-to Country/Region Code Specifies the country/region code of the address that the items are shipped to. from the table field
Ship-to Contact Ship-to Contact Specifies the name of the contact person at the address that the items are shipped to. from the table field
Posting Date Posting Date Specifies the date when the posting of the sales document will be recorded. from the table field
Shortcut Dimension 1 Code 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. from the table field
Shortcut Dimension 2 Code 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. from the table field
Location Code Location Code Specifies the code for the location from where the items are shipped. When you select the customer and the customer has a location assigned, the value is taken from the Customer card. If the customer has no location, but a Responsibility Center is populated, the location code is taken from the Respo… from the table field
Quote No. 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. from the table field
Salesperson Code Salesperson Code Specifies the name of the salesperson who is assigned to the customer. from the table field
Assigned User ID Assigned User ID Specifies the ID of the user who is responsible for the document. from the table field
Currency Code Currency Code Specifies the currency of amounts on the sales document. from the table field
Document Date Document Date Specifies the date when the related document was created. from the table field
Requested Delivery Date Requested Delivery Date Specifies the date that the customer has asked for the order to be delivered. from the table field
Campaign No. Campaign No. Specifies the campaign number the document is linked to. from the table field
Status 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. from the table field
Payment Terms Code Payment Terms Code Specifies a formula that calculates the payment due date, payment discount date, and payment discount amount. from the table field
Due Date Due Date Specifies when the sales invoice must be paid. from the table field
Payment Discount % Payment Discount % Specifies the payment discount percentage that is granted if the customer pays on or before the date entered in the Pmt. Discount Date field. The discount percentage is specified in the Payment Terms Code field. from the table field
Shipment Method Code Shipment Method Code Specifies the delivery conditions of the related shipment, such as free on board (FOB). from the table field
Shipping Agent Code Shipping Agent Code Specifies the code for the shipping agent who is transporting the items. from the table field
Shipping Agent Service Code Shipping Agent Service Code Specifies the code for the service, such as a one-day delivery, that is offered by the shipping agent. from the table field
Package Tracking No. Package Tracking No. Specifies the shipping agent’s package number. from the table field
Shipment Date 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. from the table field
Shipping Advice Shipping Advice Specifies if the customer accepts partial shipment of orders. from the table field
Completely Shipped Completely Shipped Specifies whether all the items on the order have been shipped or, in the case of inbound items, completely received. from the table field
Job Queue Status Job Queue Status Specifies the status of a job queue entry or task that handles the posting of sales orders. from the table field
Amt. Ship. Not Inv. (LCY) Base Amt. Ship. Not Inv. (LCY) Base Specifies the sum, in LCY, for items that have been shipped but not yet been invoiced. The amount is calculated as Amount Including VAT x Qty. Shipped Not Invoiced / Quantity. from the table field
Amt. Ship. Not Inv. (LCY) Amt. Ship. Not Inv. (LCY) Specifies the sum, in LCY, for items that have been shipped but not yet been invoiced. The amount is calculated as Amount Including VAT x Qty. Shipped Not Invoiced / Quantity. from the table field
Amount Amount Specifies the sum of amounts on all the lines in the document. This will include invoice discounts. from the table field
Amount Including VAT Amount Including VAT Specifies the sum of amounts, including VAT, on all the lines in the document. This will include invoice discounts. from the table field
Posting Description 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. from the table field
Your Reference Your Reference Specifies the customer’s reference. The content will be printed on sales documents. from the table field
Coupled to Dataverse Coupled to Dataverse Specifies that the sales order is coupled to an order in Dynamics 365 Sales. from the table field
FactBoxes Documents part Page 1178 “Doc. Attachment List Factbox” —
PowerBIEmbeddedReportPart part Page 6325 “Power BI Embedded Report Part” —
Control1902018507 part Page 9082 “Customer Statistics FactBox” —
Control1900316107 part Page 9084 “Customer Details FactBox” —
IncomingDocAttachFactBox part Page 193 “Incoming Doc. Attach. FactBox” —

Actions

Group Action ToolTip Runs
Order 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.
Statistics View statistical information, such as the value of posted entries, for the record. Page 402 “Sales Order Statistics”
Customer Statistics View statistical information, such as the value of posted entries, for the sell-to customer on the sales document. Page 151 “Customer Statistics”
Approvals 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.
Comments View or add comments for the record. Page 67 “Sales Comment Sheet”
Documents Shipments View related posted sales shipments. Page 142 “Posted Sales Shipments”
Invoices View a list of ongoing sales invoices for the order.
Prepayment Invoices View related posted sales invoices that involve a prepayment. Page 143 “Posted Sales Invoices”
Prepayment Credit Memos View related posted sales credit memos that involve a prepayment. Page 144 “Posted Sales Credit Memos”
Warehouse Warehouse Shipment Lines View ongoing warehouse shipments for the document, in advanced warehouse configurations. Page 7341 “Whse. Shipment Lines”
Invt. Put-away/Pick Lines View items that are inbound or outbound on inventory put-away or inventory pick documents for the sales order. Page 5774 “Warehouse Activity List”
Warehouse Pick Lines View items that are outbound on warehouse pick documents for the sales order. Page 5785 “Warehouse Activity Lines”
Dynamics 365 Sales Sales Order List Open the Sales Order List - Dynamics 365 Sales page in Business Central
Sales Order View the selected sales order.
Synchronize Send updated data to Dynamics 365 Sales.
Coupling Set Up Coupling Create or modify the coupling to a Dynamics 365 Sales order.
Delete Coupling Delete the coupling to a Dynamics 365 Sales order.
Dynamics 365 Sales Synchronization Log View integration synchronization jobs for the sales order table.
Release Release Release the document to the next stage of processing. You must reopen the document before you can make changes to it.
Reopen 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.
Functions Planning 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.
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.
Send IC Sales Order Cnfmn. Send the document to the intercompany outbox or directly to the intercompany partner if automatic transaction sending is enabled.
Delete Invoiced Sales Orders — Report 299 “Delete Invoiced Sales Orders”
Request Approval Send Approval Request Request approval of the document.
Cancel Approval Request Cancel the approval request.
Warehouse Create Inventory 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.
Create Warehouse Shipment Create a warehouse shipment to start a pick a ship process according to an advanced warehouse configuration.
Posting Post Finalize the document or journal by posting the amounts and quantities to the related accounts in your company books.
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 where you can confirm or select a sending profile.
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.
Post Batch Post several documents at once. A report request window opens where you can specify which documents to post.
Remove From Job Queue Remove the scheduled processing of this record from the job queue.
Preview Posting Review the different types of entries that will be created when you post the document or journal.
Print 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.
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 component…
Order Confirmation Email Confirmation Send an order confirmation by email. The Send Email window opens prefilled for the customer so you can add or change information before you send the email.
Print Confirmation Print an order confirmation. A report request window opens where you can specify what to include on the print-out.
Attach as PDF Create a PDF file and attach it to the document.
Reporting Analyze Sales Orders Analyze (group, summarize, pivot) your Sales Order performance against customers and goods/services sold, including outstanding vs. posted quantities and amounts. Query 124 “Sales Order Analysis”
Sales Reservation Avail. obsolete Pending 28.0; #if not CLEAN28 View, print, or save an overview of availability of items for shipment on sales documents, filtered on shipment status. Report 209 “Sales Reservation Avail.”

Events published

  • OnBeforePrintForUsage(var SalesHeader: Record "Sales Header"; UsageParam: Option; var IsHandled: Boolean) (integration)
  • OnBeforePostActionWithMoreThanOneDoc(var SalesHeader: Record "Sales Header"; var BatchProcessingMgt: Codeunit "Batch Processing Mgt."; var IsHandled: Boolean) (integration)
  • OnAfterPostingSetSelectionFilter(var SalesHeaderToPost: Record "Sales Header"; CurrPageSalesHeader: Record "Sales Header") (integration)

Procedures

  • ShowPreview(): Shows a preview of the posting result for the selected order.
  • PostDocument(PostingCodeunitID: Integer) (protected)
  • SkipShowingLinesWithoutVAT(): Sets a flag to only show orders with VAT lines.

Plus 3 local procedures.

Triggers

OnAfterGetCurrRecord, OnAfterGetRecord, OnInit, OnOpenPage

Relations

Extended by

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Called by

Recent changes

Countries that replace it

RU

Documented on Microsoft Learn

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Sales Order List"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Evidence 8 of 14 sources

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