By Image
Image: Document (42 variations)
Used by Handled IC Inbox Purch. Doc. (650) and 9 other pages
Document
Used by Cash Receipt Journal (255) and 6 other pages
View or create an incoming document record that is linked to the entry or document.
Incoming Document
Used by Administrator Role Center (9018) and 4 other pages
Create a new purchase order.
Purchase Order
Used by Customer Card (21) and 5 other pages
Open the list of ongoing service orders.
Service Orders
Used by Production Planner Role Center (9010) and 5 other pages
Move inventory items between company locations. With transfer orders, you ship the outbound transfer from one location and receive the inbound transfer at the other location. This allows you to manage the involved warehouse activities and provides more certainty that inventory quantities are updated correctly.
Transfer Orders
Used by Small Business Owner RC (9020) and 4 other pages
Purchase goods or services from a vendor.
Purchase Order
Used by Small Business Owner RC (9020) and 3 other pages
Create a new sales order for items or services.
Sales Order
Used by Applied Vendor Entries (62) and 3 other pages
Show details for the posted payment, invoice, or credit memo.
Show Posted Document
Used by Req. Worksheet (291)
and Purchase Order Subform (54)
and Purchase Order Subform (54)
View the sales order that is the source of the line. This applies only to drop shipments and special orders.
Sales Order
Used by Posted Approval Entries (659) and 2 other pages
Open the document, journal line, or card that the approval request is for.
Record
Used by Customer Card (21)
and Customer List (22)
and Customer List (22)
Create a sales order for the customer.
Sales Order
Used by Location List (15)
and Service Dispatcher Role Center (9016)
and Service Dispatcher Role Center (9016)
Prepare to transfer items to another location.
Transfer Order
Used by Service Dispatcher Role Center (9016)
and Service Technician Role Center (9017)
and Service Technician Role Center (9017)
Create a new service order to perform service on a customer's item.
Service Order
Used by Incoming Document (189)
and Incoming Documents (190)
and Incoming Documents (190)
Record
Used by Phys. Inventory Recording (5879)
and Posted Phys. Invt. Recording (5887)
and Posted Phys. Invt. Recording (5887)
Recording
Used by Item Card (30)
and Item List (31)
and Item List (31)
View a list of ongoing purchase orders for the item.
Purchase Orders
Used by Customer Card (21)
and Customer List (22)
and Customer List (22)
View a list of ongoing sales orders for the customer.
Orders
Used by Customer Card (21)
and Customer List (22)
and Customer List (22)
Create a new service order for the customer.
Service Order
Used by Customer Ledger Entries (25)
and Vendor Ledger Entries (29)
and Vendor Ledger Entries (29)
Show details for the posted payment, invoice, or credit memo.
Show Document
Used by Sales Order Subform (46)
View the purchase order that is linked to the sales order, for drop shipment or special order.
Purchase Order
Used by Vendor Card (26)
and Vendor List (27)
and Vendor List (27)
View a list of ongoing purchase orders for the vendor.
Orders
Used by Whse. Basic Role Center (9008)
and Whse. WMS Role Center (9000)
and Whse. WMS Role Center (9000)
Move items from one warehouse location to another.
Transfer Order
Used by Document Attachment Details (1173)
Upload file
Upload file
Used by BC O365 Posted Sales Invoice (2313)
View the final invoice as a PDF file.
View PDF
Used by BC O365 Sales Invoice (2310)
Show a preview of the invoice before you send it.
Preview
Used by BC O365 Sales Quote (2341)
Show a preview of the estimate before you send it.
Preview
Used by Restricted Records (1550)
Open the record that is restricted from certain usage, as defined by the workflow response.
Record
Used by Incoming Document Attachments (194)
View the file that is attached to the incoming document record.
View File
Used by Incoming Documents (190)
Show only unprocessed incoming documents.
Show Unprocessed
Used by Overdue Approval Entries (666)
Open the document, journal, or card that the approval request applies to.
Record
Used by Requests to Approve (654)
Open the document, journal line, or card that the approval is requested for.
Open Record
Used by Workflow Webhook Entries (830)
Open the document, journal line, or card that the Power Automate flow entry is for.
Record
Used by Blanket Purchase Order Subform (510)
View related purchase orders.
Orders
Used by Physical Inventory Order (5875)
Open any related physical inventory recordings, the documents that are used to record the actual counting.
Recordings
Used by Posted Phys. Invt. Order (5883)
Show recordings.
Recordings
Used by Item Card (30)
View a list of ongoing orders for the item.
Sales Orders
Used by Blanket Sales Order Subform (508)
View related sales orders.
Orders
Used by Item List (31)
View a list of ongoing sales orders for the item.
Sales Orders
Used by Sales Order (42)
Create one or more new purchase orders to buy the items that are required by this sales document, minus any quantity that is already available.
Create Purchase Orders
Used by Purch. Order From Sales Order (1328)
Show lines only for items where a sales quantity is unavailable and must be purchased.
Show Unavailable
Used by Loaner List (5923)
Create an order for specific service work to be performed on a customer's item.
New Service Order
Used by Service Dispatcher Role Center (9016)
Create a new sales order for items or services that require partial posting or order confirmation.
Sales Order