Sales Order

Sales Order Basic Fields

• 204 EDI Generated - Indicates if the corresponding EDI 204 document has been generated.
• 204 EDI Generated Date - The date the corresponding EDI 204 document was generated.
• 204 EDI Reason for Declining
• 204 EDI Received Date
• 204 EDI Response
• 204 EDI Shipper Contact
• 940 EDI Generated - Indicates if the corresponding EDI 940 document has been generated.
• 940 EDI Generated Date - The date the corresponding EDI 940 document was generated.
• Accounting Variable 1, 2, 3, 4 - Defaulted from User Setup or Account settings.
• Allocation Priority - Defines the order allocation priority based on the Allocation Method set in Company Setup. It works in conjunction with the Shipment Date on sales orders.
• Allocation Status - Automatically updated to indicate allocation progress: None, Partial, or Full.
• Alternate Shipping - Select an alternate shipping address if different from the Sell-to Address. Configured on the Sell-to Customer or parent account.
• Bill-to Blocked - Defaults from the Bill-to Customer. Prevents the creation of new shipments or invoices if checked.
• Bill-to Customer - The customer receiving the invoice and where the receivable is applied. Defaults to the Sell-to Customer but can differ.
• Billing City/Country/Postal Code/State/Street - Address fields defaulted from the Bill-to Customer.
• Billing Contact - The contact person for billing purposes.
• Broker - The broker account associated with the order.
• Closed - Marks the order as manually closed before full shipment completion.
• Currency Code - Currency used for the order.
• Currency Factor - Exchange rate, defaulted from Dated Exchange Rate table if Multi-Currency is enabled; otherwise defaults to 1.
• Cust. PO No. - Customer's reference number for the order.
• Delivery Date - Expected delivery date to the customer.
• Description - Additional order-related information.
• Do Not Allocate - Prevents automatic allocation of items on sales lines if checked.
• Do Not Allow Partial Shipment
• Document Status - Automatically updated to indicate order progress: Open, Shipment Created, Back Order, All Shipped, or Completed.
• Due Date - Payment due date, copied to the Sales Invoice.
• E-Commerce Billing Contact/Billing Name/Id/ Shipping Contact/Shipping Name - Auto-populated fields from e-commerce transactions for billing and shipping details. Printed on shipping documents such as packing lists.
• E-Commerce Sync'd - Indicates if data has been synchronized with the e-commerce partner.
• EDI Ack. Generated - Indicates if the EDI acknowledgment has been generated.
• EDI Ack. Generated Date - The date the EDI acknowledgment was generated.
• EDI Order - Marks if the order is an EDI order.
• Estimated Shipping Date - Used as the Due Date on the Requisition Line if provided.
• Exclude from Usage - Currently unused.
• Freeze Allocation - Prevents GoldFinch from updating allocations automatically when the Sales Order is saved.
• GL Ledger - The GL Ledger associated with the transaction.
• Import EDI Sales Order - Links to the imported EDI Sales Order record.
• Import Sales Order - Links to the imported Sales Order record.
• Is Intercompany
• Is Residence - Indicates if the shipping address is a residential address.
• Last Revision No. Archived
• Old Order No. - Used for initial open Sales Order import to map old Sales Order numbers.
• On Hold Reason/Released By - Specifies the reason for the order being on hold and identifies the user who released it.
• Order Confirmation Sent - Indicates if the order confirmation has been sent.
• Order Date - The date the order was placed by the customer.
• Order Lines - Total number of sales lines.
• Order No.
• Order Note - Default instructions from the Sell-to Customer.
• Order On Hold - Prevents shipment creation if checked.
• Order Source - Origin of the order: EDI, Shopify, Amazon, etc.
• Order Status - Describes the state of the Sales Order: New, Revised, or Deleted.
• Ordering Contact - Contact for placing the order. Defaulted from the account.
• Packaging Type - Defines the type of packaging for integrated shipping systems.
• Payment Discount %/Date - Defines the discount percentage and deadline for payment.
• Payment Terms - Terms used to calculate due dates and discounts.
• Prepayment %
• Pricing Base on Shipment Date
• Printable Billing/Shipping Address - Combined and formatted address fields for printing.
• Project - Associates the order with a specific project.
• Ready to Send 204/940/Confirmation - Indicates if the order is ready to send the corresponding EDI or confirmation documents.
• Return From Invoice
• Return Order - Marks the order as an RMA, requiring negative quantities for sales lines.
• Sales Quote - Links to the sales quote number if the order was created from one.
• Sales Rep - Default sales representative for the order.
• Sample Order - Suppresses the New Sales Order Created message when checked.
• Sell-To Blocked - Prevents shipment or invoice creation if checked.
• Sell-to Customer - Customer placing the order.
• Send Order Confirmation - Automatically checked when the order is ready for confirmation.
• SF Order - Links to the Salesforce order if SalesCloud integration is enabled.
• Shipment Date - Expected shipment date from the warehouse.
• Shipping Agent/Service - Specifies the shipping agent.
• Shipping Agent Service - Specifies the agent service.
• Shipping City/Contact/Country/Postal Code/State/Street - Defaulted from the Sell-to Customer or Alternate Shipping address.
• Shipping Payment Type - Options: Sender, Recipient, or Third Party.
• Shipping Term - Defines the Incoterm for the order.
• Shopify Order - Links the order to its Shopify counterpart.
• Sort Lines By - Default sorting criteria for sales lines.
• Standing Order - Populated via the Mass Create Sales Order routine.
• Subsidiary - Groups sales orders under a specific subsidiary.
• Supply Status - Indicates allocation status: None, Partial, or Full.
• Tax Area - Tax area used for calculations, defaulting from the customer or alternate shipping address.
• Tax Liable - Marks if the order is subject to sales tax.
• Transportation Method - Specifies the method for shipping goods.
• True Commerce EDI Ship To Code/Name
• Warehouse - Default warehouse for fulfilling the order, based on the customer or alternate shipping address.
• Zone

Quantities

• Allocated Qty. - Total allocated inventory quantity from all sales lines.
• Invoiced Qty. - Total quantity invoiced from all sales lines.
• No. of Lines - Total number of sales lines in the order.
• Order Quantity - Total quantity from all sales lines.
• Outstanding Qty. - Total order quantity not shipped yet.
• Qty. Not Allocated - Total inventory quantity not allocated from sales lines.
• Shipped Qty. - Total quantity shipped from all sales lines.
• Shipped Not Invoiced Amount/Qty. - Tracks shipped quantities and amounts not yet invoiced.
• Total Invoiced/Outstanding Qty. - Tracks invoiced and outstanding quantities for all sales lines.
• Total Requisition Qty.

Amounts

• Order Amount - Total line amount for all sales lines.
• Order Amt Incl. Tax - Total line amount including tax for all sales lines.
• Order Cost - Total line cost for all sales lines.
• Order Discount - Total discount applied to all sales lines.
• Order Profit - Calculated as Order Amount – Order Cost.
• Order Profit % - Calculated as (Order Profit / Order Amount) * 100.
• Order Tax - Total tax amount from all sales lines.
• Outstanding Amount - Total order amount not shipped yet.
• Total Pallet/Quantity/Weight - Aggregated metrics for pallets, quantities, volumes, and weights from all sales lines.

Article Sales-Order  ·  Last updated February 02, 2026 · GoldFinch ERP Help Center