(06.24.01-00) View Orders/Invoice for a Company
Once a company transits to 'Customer' phase in CRM, it can be viewed from within R2.
A summarized version of quotes/reservations or invoices generated in R2 against the company is visible in 'Orders/Invoices' tab. These Invoices/Orders are however visible only in read-only mode. Also, you can filter the data in this tab.
To view the Order/Invoice details,
Click the Orders/Invoices tab.
Click ID link as shown below.
Figure 1.0: Orders/ Invoices tab
A summarized view of an invoice/order displays and it consists of the following three tabs.
Equipment: Displays the Item related details.
Figure 1.1: Equipment details
Labor: Displays the Labor position details
Figure 1.2: Labor details
Order Details: Displays the quote/reservation details.
Figure 1.3: Order details