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xTuple ERP Reference Guide

  
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5.2.1.  Sales Order Lookup by Customer Type

To view Sales Orders by Customer Type, select the "Sales Order Lookup by Customer Type" option from the "Displays" menu. The following screen will appear:

Sales Order Lookup by Customer Type

When displaying Sales Orders by Customer Type, you are presented with the following options:

All Customer Types

Select to display Sales Orders for all Customer Types.

Selected

Specify Customer Type whose Sales Orders you want to display.

Pattern

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.

Starting Order Date

Sales Orders entered on and after this date will be displayed.

Ending Order Date

Sales Orders entered on and before this date will be displayed.

Sales Orders

Display lists Sales Orders for the specified Customer Type(s). This display is a nested list, with a plus ("+") sign located to the far left of the display next to each line that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Documents.