The history of the special order is maintained after both the expense and sales invoices are processed. Special order details are also recorded within the inventory item itself.
Open a sales invoice or sales order containing a special order item.
Right-click on the sales invoice detail line that contains a special order item and select Special Orders from the context menu. A list of all the purchase invoices will be listed. Select the desired invoice to view the purchase invoice of the special order item.
Open an expense invoice or purchase order that contains a special order item.
Right-click on the expense invoice line and select Special Orders from the context menu. Select the desired invoice to view the sales invoice.
Open an inventory item and click on the Special Orders tab as shown below:
The special orders history list is grouped into 3 lists:
Incoming - This list would show all special order items that are contained within a purchase order or inventory batch but have not been linked to a sales order. This list should normally be blank unless the special order item is used for lots. Review the Using Special Orders to Track Lots section for more details.
Outgoing - This list would show all special order items that are entered into a sales order but are not purchased or linked to a purchase order. The list of all the special orders that are in this state are listed within the Special Orders tab of the purchasing window. Go to Inventory > Inventory Purchasing and click on the Special Orders tab.
Linked - This list would show all special orders that are linked between the purchase order and the sales order.
Right-click on a special order detail line and select View Source Document to view the invoice detail.
Special order items can be adjusted using the following options:
Click on the Add button to add a new special order item. This option will create a new detail line and set the vendor value to ($)Adjust. This item cannot be linked to a purchase invoice.
Use the Remove button to delete a detail line from the list. This option should not be used for items that contain purchase and sales invoices.