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Transaction page · Accounts receivable

All sales orders

The list page of sales orders.

Used by
Accounts receivable clerk, Accounts receivable manager, and 27 more roles
Business process
—
Menu item
SalesTableListPage
Main table
SalesTable
Data entity
ReturnOrderHeaderEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isThe list page of sales orders.
What you do hereUsed to view sales orders and their status; several orders can also be selected there and invoiced together with Generate invoices.
ExampleAfter posting an invoice for a sales order, check on the All sales orders list page whether the order status has changed to Invoiced.
All sales orders page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts receivable › Orders › All sales orders
Set up firstAll customers Microsoft Learn ↗
Used next byShipped but not invoiced sales orders Microsoft Learn ↗Open customer invoices Microsoft Learn ↗
Related pagesCreate sales order Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to All sales orders and, on the Action Pane, select New.
  2. In the Customer account field, select the customer, and then select OK.
  3. In the Sales order lines section, select Dimensions to add any product or storage dimensions you need to the grid, and then select OK.
  4. In the Item number field, select the product.
  5. In the Quantity field, enter the quantity.
  6. Check the Unit price, Discount and Discount percent values, and enter them if they're empty.
  7. On the Action Pane, select Sales order > Totals to review the order totals, and then select OK.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Customer accountThe customer the sales order is for.Microsoft Learn ↗——
Item numberThe product being sold on the order line.Microsoft Learn ↗——
Unit priceThe price per unit, copied from a valid trade agreement or the product record when one exists.Microsoft Learn ↗——
DiscountA discount amount per unit, multiplied by the line quantity to get the line discount.Microsoft Learn ↗——
Discount percentA percentage that reduces the line's gross amount.Microsoft Learn ↗——
Net amountThe line amount after quantity, unit price and discounts; you can override it.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterPosting an invoice updates the invoice remainder on each line; when nothing is left to deliver or invoice, the order status changes to Invoiced. Microsoft Learn ↗

Technical architect

6Technical

Menu itemSalesTableListPage Checked in Dynamics 365
FormSalesTableListPage Checked in Dynamics 365
TableSalesTableShown as “Sales orders” in Record infoKey field: SalesIdChecked in Dynamics 365
Data entitiesReturnOrderHeaderEntityReturn order headers Microsoft data model ↗SalesOrderHeaderV2EntitySales order headers V2 Microsoft data model ↗SalesOrderHeaderV2ExistAddrReadOnlyEntitySales order headers V2 readonly with the delivery address Microsoft data model ↗CustCollectionsBISalesOnHoldSales orders on hold for customers Microsoft data model ↗
Who can open itPrivilegesMaintain sales order details SalesTableDetailsMaintainView sales order details SalesTableDetailsViewDutiesCash flow position details drill down CashflowPositionDetailsDrillDownInquire into collections status CollectionLetterCollectionsStatusInquirMaintain cash register RentalCashRegisterMaintainMaintain rental sales orders RentalSalesOrderMaintainInquire into rental sales order progress RentalSalesOrderProgressInquireMaintain sales return order ReturnSalesReturnOrderMaintainMaintain sales order SalesOrderMaintainInquire into sales order progress SalesOrderProgressInquire
30 security rolesCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerCredit management clerk CredManClerkCredit management manager CredManManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManager CustTableCopilotSummaryInsufficientAccessTestRoleAccountant LedgerAccountantAccounting manager LedgerAccountingManagerFinancial controller LedgerFinancialController MCRTestUserRoleAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkTreasurer PaymTreasurerProject assistant ProjProjectClerkProject manager ProjProjectManagerRental clerk RentalClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental representative RentalRepresentativeRental sales manager RentalSalesManagerProduction planner ReqProductionPlannerRetail service RetailServiceRetail store manager RetailStoreManagerRevenue recognition manager RevRecManagerCustomer service representative TradeCustomerServiceRepresentativeSales clerk TradeSalesClerkSales manager TradeSalesManagerSales representative TradeSalesRepresentative
Checked in Dynamics 365
Actions on the pageSales order: New, Maintain, Payments, Copy, View, Functions, Attachments, Clean up, Engineering change requestSell: Credit note, Charges, Tax, Calculate, Generate, Actions, Process, Apply, Journals, PrepaymentManage: Customer, Intercompany tracing, CouponsPick and pack: Generate, JournalsInvoice: Generate, Bill, Settle, Journals, DeductionsCommerce: Attributes, Inquiries, AffiliationsGeneral: Set up, Customer, Maintain, Related information, CAPAWarehouse: Related information, Loads, ActionsTransportation: Rating, InvoiceChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=SalesTableListPage
Integrate withReturnOrderHeaderEntity data entity Microsoft data model ↗
Table definitionSalesTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks