Open Sales Lines
Review all open sales lines across customers and documents for follow-up and planning.
The 'Open Sales Lines' pages help you see, sort, and filter your open sales activity across all document and line types.
Prerequisites
Open sales documents exist.
Viewing Open Sales Lines
Search for Open Sales Lines and select the appropriate link.
The non-editable list displays sales lines across all document types (Quote, Order, Invoice, Credit Memo, Blanket Order, Return Order) and Line Types (Comment, G/L Account, Item, Resource, Fixed Asset, Charge (Item)).
The list is intended as a place to view, in more detail, all open sales line activity. It can be used, for example, to check which lines are above or below a certain Margin % (see also Margin Check on Sales Lines).
Lines are removed from the list when the line is deleted or its document deleted on invoicing.
Customer Card
The following filtered lists are available from the card ribbon; Navigate, Documents option.
Open Sales Lines
Open Reservation Sales Lines
Last updated
Was this helpful?