The Account Register-Detail view allows you to view the details of sales orders and quotes as entered in Enter Orders/Quotes (OE30) for both customers and prospects. In addition to the standard order header data elements, this view includes the following new CRM fields:

• Account Manager
• Customer/Prospect Date Opened
• Projected Close Date
• Close Date Fiscal Period/Year
• Probability %-Orders

The Search Results/Grid page includes only a sub-set of all of the fields available on the Account Register-Detail. The remaining fields are found on the Account Register-Detail/Details page.

• The view is sorted by the Account Type, by Header Status, by Customer Code and then by Sales Order Number.

• The subtotals for the Total Outstanding Order Value are displayed for each Customer Code, Header Status and Account Type.

• A grand total for all Account Types is also displayed.

The following fields are available on the Account Register-Detail view and are based on the order in which they appear in the search results grid page:

• Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

• Account Type - displays the type of account that is reported for the row. This field displays one of the following:
  • C- Customer
  • P- Prospect

• Header Status - displays the status of the order/quote. This field displays one of the following:
  • blank – order is entered in OE30.
  • QUOTE – quote is entered in OE30.
  • PTA – order has been scheduled via OE32.
  • PTI - invoice has been printed via IN44.
  • PTO – order has been printed via OE34 or OM33.
  • OE_LCK_operator - order/quote is open in OE30.

• Customer Code - displays the Code assigned to the Customer/Prospect in the Customer Master(SU13) view.

• Customer Name - dislays the name associated with the Customer Code.

• Account Manager - displays the Account Manager assigned to the Customer.

• Sales Rep 1 - displays the Primary Sales Rep code assigned to the order in OE30.

• Salesrep Name - displays the Salesrep Name associated with the Sales Rep 1 code.

• Customer Date Opened - displays the date the Customer record was created in the Customer Master(SU13) view. This field is only populated if the Account Type is equal “C”.

• Prospect Date Opened - displays the date the Prospect record was created in the Customer Master(SU13) view. This field is only populated if the Account Type is equal “P”.

• Sales Order Number - displays the Sales Order number assigned to the order or quote in OE30.

• Projected Close Date - displays the Projected Close Date entered in OE30/Misc for Quotes and Orders that were originally entered as Quotes.

• Close Date Fiscal Period - displays the fiscal month in which the order is projected to close. This field is only populated for Quotes and Orders that where originally entered as Quotes in OE30 and a Projected Close Date is entered.

• Close Date Fiscal Year - displays the fiscal year in which the order is projected to close. This field is only populated for Quotes and Orders that where originally entered as Quotes in OE30/Misc and a Projected Close Date is entered.

• Probability %-Orders - displays the selected value in the Probability %-Orders field in OE30/Misc for Quotes and Orders that were originally entered as Quotes.

• Total Outstanding Order Value - displays the Total Outstanding Order Value.