|
Sales Order Entry and Invoicing
Options menu |
  
|
|
Sales Order Entry and Invoicing
Options menu |
|
When a Sales Order is processed for Sales Invoicing ...
| • | items whose Allocated quantity is not 0 will be invoiced |
| • | items whose Allocated quantity is 0 will not be invoiced. |
Click this button or select Options | Invoice This Order to to generate a Sales Invoice (or Sales Credit Note) for the current order.
Options | ReAllocate this Order
When Allocate is checked, use this option to ReAllocate this Order.
Options | UnAllocate this Order
When Allocate is not checked, use this option to UnAllocate this Order.
Options | Set Credit Status to OK
Use this option to set the Credit Status for this Order to OK. This may be done whenever the current Credit Status is either blank or Hold.
Options | Remove Credit Status of OK
Use this option to Remove a current Credit Status setting of OK. This may be done whenever the current Credit Status is OK. The system will determine the new Credit Status based on the Net Credit Available.
Options | Change this Quote to an Order
Use this option to change a Quote to an Order.
Options | Cancel this Order
Use this option to Cancel this Order.
Using this option is different than simply deleting the Order. Using this option preserves the fact that a Cancellation occurred. It updates the Cancelled Quantity for all line items on this order.
Options | Invoice All Orders
Use this option to to generate Sales Invoices (or Sales Credit Notes) for all Sales Orders that meet these criteria ...
| • | the Warehouse for this Sales Order is the current default Warehouse |
| • | the Sales Order is an Order (i.e. the Type is Order and not Quote) |
| • | the Sales Order is not on Hold (i.e. the Hold field is not checked) |
| • | the ShipDate is on or before the default Invoice Date |
| • | if Sales Orders is in Two-pass mode then the Action field must specify "Invoice" |
| • | at least one Detail record has an Allocated quantity that is not 0 |
| • | there must be sufficient Credit Available or the Credit field must specify "OK" |
Options | ReAllocate All Orders
When Allocate is checked, use this option to ReAllocate all Orders that are not on Hold.
Options | ReAllocate this item
When Allocate is checked, use this option to ReAllocate this line item.
Options | UnAllocate this item
When Allocate is not checked, use this option to UnAllocate this line item.
Options | Cancel this item
When Allocate is checked, use this option to Cancel this line item.
Using this option preserves the fact that a Cancellation occurred. It updates the Cancelled Quantity for this line item.
Using this option is different than simply changing the OnOrder Quantity. Entering a new OnOrder Quantity has no effect on Cancelled Quantity. Enter a new OnOrder Quantity when you are simply correcting a data entry error (e.g. the existing OnOrder Quantity is incorrect) or when you want to reduce that existing OnOrder Quantity without recording it as a cancellation (e.g. without updating Cancelled Quantity).
Options | Restore a Cancelled Order/Items…
Use this option to Restore some or all items of a Cancelled Order.