When sales order request data is incomplete, you may want to open the original purchase order file and check purchasing details. To do this, you can open a side-by-side view which displays file contents alongside the sales order request. The parallel view allows you to easily check and revise sales order request data in light of purchasing details.
In the Create Sales Orders – Automatic Extraction app, open the object page of a sales order request. Choose View File.
The purchase order file contents are displayed in an embedded pane. You can see all extracted data (highlighted by default) at a glance.
- You can compare the extracted header data with the header data of the sales order request.
- You can also conveniently compare the extracted item data with the sales order request items.
There are two ways of showing extracted fields.
- You can hover over a highlighted area to show an extracted field.
- You can click the eye icon to show all extracted fields.
You can also zoom in and zoon out to get a better file view, or jump to a particular page.
The side-by-side view helps you process sales order requests in a more efficient manner. I hope this blog can give you a quick understanding of the feature and encourage you to try it out if you are using the Create Sales Orders – Automatic Extraction app. Welcome to share feedback or thoughts in a comment. You can follow my profile for similar content if you are interesting to our product.