To Do List window—Orders view

This view of the To Do List window displays all of your current sales orders and purchase orders, sorted by promised date (if specified).

Field Descriptions

Sale, Name and Purchase columns

These columns display the names of the customers and vendors assigned to the orders in the list. Click the zoom arrow in the Sale column to open the sales order, or click the zoom arrow in the Purchase column to open the purchase order.

Inv/P.O. # column

This column displays the IDs of the orders in the list.

Promised Date column

This column displays the date that the orders were promised to your customers (for sales orders) or to your company (for purchases orders). A date will only appear in this column if you have completed the Promised Date field on the order. The orders are listed in ascending order by promised date.

Balance Due column

This column displays the amount of the order that is payable.

Select (to Record as Actual) column

If you want to convert any of the orders to invoices or bills, click in this column next to the orders and then click Record As Actual. If you want to select all orders in the list, click the icon at the top of the column.

Print

If you want to print the To Do List—Orders to be Shipped & Received report, click Print.

Record as Actual

If you want to convert the selected orders to invoices or bills, click Record as Actual. You will be prompted to enter a date for all the transactions that will be recorded.

Close

If you want to close this window, click Close.

Tips for this window

Related topics

■	Reviewing your sales information

■	Reviewing your purchases information