Sales Order Filter

This filter is utilized when a user wishes to search for a sales opportunity based on the Salesperson.

User can use magnifying glass to search for existing Salesperson.

Search button

If the user knows already the Salesperson, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the Salesperson ID entered is valid. The blue hyperlink next to the magnifying glass is the Salesperson link which allows users to easily navigate to the Salesperson Page if he has access to view Salesperson Information.

SO ID search

After user provide the salesperson, he must click the search button at the right side of the same line of this field to initiate the search process.

SO ID search

If there is an existing record of a sales opportunity associated with the provided salesperson, the result will be displayed in the designated area. Otherwise, no results will be shown.