Sales Order

Field Label	Field Level Help
204 EDI Generated	If checked, the corresponding EDI 204 document has been generated.
204 EDI Generated Date	The date that the corresponding EDI 204 document was generated.
940 EDI Generated	If checked, the corresponding EDI 940 document has been generated.
940 EDI Generated Date	The date that the corresponding EDI 940 document was generated.
Accounting Variable 1, 2, 3, 4	Default from User Setup, or Account.
Allocated Qty.	Total allocated inventory qty. from all sales lines.
Allocation Priority	If the Allocation Method is Priority & Shipment Date on Company Setup, Mass Allocation sales order routine will allocate inventory based on this field and Shipment Date on the sale orders.
Allocation Status	GoldFinch automatically updates this field with the values: None, Partial or Full based on Total Allocated Qty. and Total Oustanding Qty.
Alternate Shipping	Select the Alternate Shipping if the ship-to address is different from the Sell-to Address. Alternating Shipping is set up on the Sell-to Customer or its parent account.
Bill-to Blocked	Defaults from the Bill-to Customer. New Shipments or Invoices cannot be created if this field is checked.
Bill-to Customer	Defaults to the Sell-to Customer but can be different based on the Sell-to Customer setup. This is the customer who will receive the invoice and the account the receivable is applied to.
Billing City	Defauilt from Bill-to Customer’s address, which is where the invoice will be sent.
Billing Contact	The contact to whom the invoice will be sent.
Billing Country	Defauilt from Bill-to Customer’s address, which is where the invoice will be sent.
Billing Postal Code	Defauilt from Bill-to Customer’s address, which is where the invoice will be sent.
Billing State	Defauilt from Bill-to Customer’s address, which is where the invoice will be sent.
Billing Street	Defauilt from Bill-to Customer’s address, which is where the invoice will be sent.
Broker	The Broker account associated with the order.
Closed	If checked, the order has been manually closed before it has been completely shipped by selecting the Close function button.
Currency Code	The currency used for this order.
Currency Factor	If Multi-Currency is enabled, defaults from Dated Exchange Rate table for the currency specified on the Sales Order. If not enabled, defaults to 1.
Cust. PO No.	A Reference No. from Customer for the Sales Order.
Delivery Date	The expected date the customer will receive the order.
Description	Additional information about the order can be entered here.
Do Not Allocate	If checked, the items on the sales lines will not be allocated.
Document Status	Goldfinch updates this field automatically with the values: Open, Shipment Created, Back Order, All Shipped or Completed.
Due Date	The payment Due Date to be copied to the Sales Invoice.
E-Commerce Billing Contact	When an order is created from an e-commerce transaction, the Billing Contact will be automatically entered. This will print on various shipping documents such as the packing list.
E-Commerce Billing Name	When an order is created from an e-commerce transaction, the name of the billing customer will automatically be entered. This will print on various shipping documents such as the packing list.
E-Commerce Shipping Contact	When an order is created from an e-commerce transaction, the Shipping Contact will be automatically entered. This will print on various shipping documents such as the packing list.
E-Commerce Shipping Name	When an order is created from an e-commerce transaction, the name of the ship to customer will automatically be entered. This will print on various shipping documents such as the packing list.
E-Commerce Sync'd	Indicates if GoldFinch data has been sync'd with the E-Commerce partner.
EDI Ack. Generated	If the EDI Acknowledgement as been generated, this field will be checked.
EDI Ack. Generated Date	The date the EDI Acknowledgement had been generated.
EDI Order	Defines if the order is an EDI order. Typically this field is updated by the EDI software partner.
EDI Order Amount	Total EDI amount from all sales lines.
Estimated Shipping Date	If not blank, it will be used instead of the Requested Shipment Date, as the Due Date on the Requisition Line.
Exclude from Usage	Not being used currently.
Freeze Allocation	By default, Goldfinch updates allocations whenever a Sales Order is saved. Check this field to keep the existing allocations.
GL Ledger	GL Ledger for the transaction. Default is blank.
Import EDI Sales Order	The Import EDI Sales Order record associated with the Sales Order.
Import Sales Order	The Import Sales Order record associated with the Sales Order.
Invoiced Qty.	The total invoiced qty. from all sales lines.
Is Residence	Checking this field signifies the shipping address is a residential address.
No. of EDI Price Disprepancies	The total number of sales lines with EDI Pricing Discrepancies. Before shipments or invoices are created, the error condition must be reviewed and adjusted accordingly.
No. of Lines	The total number of lines from all sales lines.
Old Order No.	Used for the inital open Sales Order import to map to the old Sales Order No.
On Hold Reason	If the order is on hold, a description of the reason the order is on hold can be entered here.
On Hold Released By	The User who released the order from the On Hold status.
Order Amount	Total Line Amount from all sales lines.
Order Amt Incl. Tax	Total Line Amount Including Tax from all sales lines.
Order Confirmation Sent	When the order confirmation is sent by the Batch Email PDF Document routine, this field will be checked. This field can also be checked manually.
Order Cost	Total Line Cost from all sales lines.
Order Date	The date the customer places the order.
Order Discount	Total Line Discount from all sales lines.
Order Lines	A total number of sales lines.
Order Note	Additional ordering instructions. Default from Sell-to Customer.
Order On Hold	If checked, the order is on hold. Shipments may not be created from the order.
Order Profit	Order Amount – Order Cost.
Order Profit %	Percentage of Order Profit / Order Amount.
Order Quantity	Total quantity from all sales lines.
Order Source	Defines where the order originated: EDI, Shopify-Web, WooCommerce, Shopify-Amazon Seller Central, or Amazon Seller Central if the order was imported through an import sales order routine. If blank, the order was entered manually.
Order Status	Describes the state of the Sales Order. Possible values: N-New, R-Revised, or D-Deleted. This field is updated manually or by a custom trigger and is typically used with EDI 204.
Order Tax	Total sales tax from all sales lines.
Ordering Contact	Default from Account’s Ordering Contact and it is used by the Email Order button on the Sales Order.
Outstanding Amount	Total order amount that has not been shipped yet.
Outstanding Qty.	Total order quantity that has not been shipped yet.
Packaging Type	Defines the Type of Packaging for the order that can be used with integrated shipping systems such as Zenkraft. Defaults from the Sell-to Customer or from the Alternate Ship-to Address.
Payment Discount %	The payment discount % given if the customer pays on or before the date entered in the Pmt. Discount Date field.
Payment Discount Date	The date the customer must pay on or before to take advantage of the Payment Discount.
Payment Terms	The payment terms used to calculate the Due Date and Payment Discount Date.
Prepayment %	Default from the Prepayment payment term, but can be edited.
Printable Billing Address	All billing address fields are combined and formatted in this field for printing purposes.
Printable Shipping Address	All shipping address fields are combined and formatted for printing purposes.
Project	Used to associate a project with the order.
Qty. Not Allocated	Total inventory quantity not allocated from all sales lines.
Ready to Send 940	Indicates whether or not the Sales Order has met all of the criteria necessary to send out a corresponding EDI 940 document.
Ready to Send Confirmation	Put a check in this field when the order should be included in the Batch Email PDF Document routine.
Return Order	If checked, the order converts to an RMA and all quantities on the sales line must be negative.
Revision No.	Starting at REV000 and incremented by 1 every time the Sales Order is archived
Sales Quote	If this order was created from a sales quote, the quote number will be defined here.
Sales Rep	The sales rep associated with this sale. This will default with the information setup on the Sell-to Customer.
Sample Order	If it is checked, the New Sales Order Created message will not display. You can customize the New Sales Order Created message by going to Setup/Custom Label.
Sell-To Blocked	Defaults from the Sell-to Customer. New Shipments or Invoices cannot be created if this field is checked.
Sell-to Customer	Customer placing the order. A required field when placing the order.
Send Order Confirmation	If the status of the order Open, the Ready to Send Confirmation field is checked and the Order Confirmation Sent is not checked, this field will be checked automatically.
SF Order	SF Order that is linked to the Sales Order. A Sales Order will be created when an SF Order is activated if SalesCloud integration is enabled.
Shipment Date	Expected Shipment Date from the Warehouse to the customer.
Shipped Not Invoiced Amount	Total Shipped Not Invoiced Amount from all sales lines.
Shipped Not Invoiced Qty	Total quantity shipped but not invoiced from all sales lines.
Shipped Qty.	Total quantity shipped from all sales lines.
Shipping Agent	The shipping agent to use when shipping the goods.
Shipping Agent Service	The service to use when shipping the goods.
Shipping City	Default from Sell-to Customer, or Alternate Shipping if it is not blank.
Shipping Contact	Default from Sell-to Customer, or Alternate Shipping if it is not blank.
Shipping Country	Default from Sell-to Customer, or Alternate Shipping if it is not blank.
Shipping Payment Type	The shipping payment type to use when shipping the goods, with 3 options: Sender, Recipient, and Third Party.
Shipping Postal Code	Default from Sell-to Customer, or Alternate Shipping if it is not blank.
Shipping State	Default from Sell-to Customer, or Alternate Shipping if it is not blank.
Shipping Street	Default from Sell-to Customer, or Alternate Shipping if it is not blank.
Shipping Term	Incoterm of the Sales Order, such as EXW-Ex Works
Shopify Order	If the order was created via the Shopify integration, the Shopify Order No will automatically be entered here.
Sort Line By	Default from Company Setup, but can be changed on the Sales Order Edit page. If this field is blank, Sort By field will not be visible on the Sales Order Edit page and by default, lines are sorted by Line No.
Standing Order	Populated by the Mass Create Sales Order routine from the Standing Order list.
Subsidiary	Used to group sales orders.
Supply Status	GoldFinch automatically updates this field with the values: None, Partial, or Full based on Total Allocated Qty. + Total Requistion Qty. and Total Oustanding Qty.
Tax Area	The Tax Area for this order used to calculate sales tax defaulting from the Alternate Ship-to Address or the Sell-to Customer.
Tax Liable	If checked, sales tax will be calculated on this order.
Total Invoiced Qty.	Sum of the Invoiced Qty. field on all associated Sales Lines.
Total Outstanding Qty.	Sum of the Outstanding Qty. field on all associated Sales Lines.
Total Pallet	Sum of the Pallet field on all associated Sales Lines.
Total Quantity	Sum of the Quantity field on all associated Sales Lines.
Total Volume	Sum of the Volume field on all associated Sales Lines.
Total Weight	Sum of the Weight field on all associated Sales Lines.
Transportation Method	The transportation method to use when shipping the goods.
True Commerce EDI Ship To Code	Used to import True Commerce orders.
True Commerce EDI Ship To Name	Used to import True Commerce orders.
Warehouse	The warehouse where the items on the order will ship from defaulting from the Alternate Ship-to Address or the Sell-to Customer.