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8.1.  Bookings

The "Bookings" screen provides information on all open, invoiced, and closed Sales Order Line Items. Here are some tips for using this screen:

  • Because bookings represent both active and past Customer demand, Sales Order Line Items that have been deleted before any activity is registered are not considered bookings.

  • Be sure to enable all the column headers you want to see in order to take full advantage of the data available on this screen.

  • Isolate the sales information you're looking for by building a custom search filter.

  • Search for Orders using the Customer's P/O Number.

  • Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.

  • Don't forget to save your custom search filters so you and others in your organization can use them for future searches.

The following screenshot shows the "Bookings" screen:

Bookings

The default filter on the "Bookings" screen shows all bookings for the current day. You can build your own search criteria using the following options:

Filter

Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.

MORE

Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.

Query Builder

When building a custom query, you have the following options:

+

Select to add a new parameter to the query.

-

Select to remove a parameter from the query. This option is disabled for default parameters.

SAVE

Select to save your filter for future use. Saved filters will appear in the list of available filters.

MANAGE

Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.