Sales document extensions and factboxes

🌐 NL · Last reviewed: 27 May 2026

Sales document extensions and factboxes

DXSteel extends every standard BC sales document (quote, order, return order, invoice, credit memo, blanket order) with fields for total coverage, transport, processing metadata, and price masking. Factboxes carry customer history, processing steps, and order statistics. Extensions also apply on archive and posted documents (read-only there).

Key header extensions

Field	Purpose
Order Costs Determined	Flag: have costs been calculated? Locks after release.
Total Amount Coverage	Sum of all line coverage costs. Read-only.
Hide Price Specification	Suppresses prices on printouts. Overrides document-level setting.
To Approve Reason	Free text explaining why the document is awaiting approval.
JQ Status ProdCreate	Job Queue status for automatic production-order creation.
Shipment Method Code	Incoterm (FOB, CIF, DDP).
Delivery Time	Estimated arrival.
Total Line Amounts / Gross Amounts	Calculated totals excl. / incl. freight and tax.

Factboxes

Customer Sales Info — open balance, credit consumption, payment behaviour.
Sales Hist Sell-to — recent orders, turnover, average margin.
Sales Processing Line Factbox — which processing steps the active line carries.
Sales Line Quantity Factbox — pieces/length/weight in one block.
Sales Order Stat Factbox — order value, margin, weight.
Available Credit — current consumption per credit limit type.

Documents with DXSteel extensions

Document	What DXSteel adds
Sales Quote / Sales Order	Full extension set. Editable while Open.
Blanket Order + Archive	Same; archive is read-only.
Sales Return Order	All extensions relevant for return context.
Sales Invoice / Posted Sales Invoice	Inherits from order. Posted = read-only.
Sales Credit Memo / Posted Credit Memo	Same for the credit flow.
Posted Sales Shipment	Inherits order data. Shows labels and certificates.

Best practices

Approval discipline: always fill To Approve Reason when sending a document for approval. Without context, approvers waste time.

Hide Price Specification: handy for intercompany shipments where prices shouldn't print. Set on quote/order and the flag carries to shipment and invoice.

The Order Costs Determined field locks after release. To recompute, reopen the order first.

Sales Order card, Blanket Order card, Sales Order Archive.
Sales Comments and Sales Line Comments.
Report Selection - Sales / Reminders / Service — which layouts and email flows DXSteel uses.

[Screenshot: Sales Order card with DXSteel factboxes open]