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Processing multiple sales orders

Introduction

You can see this screen by clicking Process at the Order/Entries/Fulfillment screen (go to Order/Entries/Fulfillment). This screen allows you to print delivery notes, and generate and print invoices for multiple sales orders.

Note: You can see this screen only if more than one sales order is selected at Order/Entries/Fulfillment.

Print section

Trial

Select this to print test copies of the delivery notes.

Note: The selected sales orders will not be processed.

Final

Select this to print final copies of the delivery notes. By default, this option is selected.

Note: The sales orders will be processed.

Output section

Note: This section is enabled only if you have selected the Final option under the Print section.

None

Select this if you want only the selected sales orders to be processed.

Printer

Select this to print the delivery notes. By default, this option is selected.

E-mail

Select this to send the delivery notes by e-mail to the selected debtor(s). You can specify the e-mail receiver of the delivery notes by selecting Debtor, Delivery debtor, or Invoice debtor.

Note: If e-mail is selected, the delivery notes will still be printed.

E-mail (To:)

This box is not enabled. Depending on who is selected in the E-mail box, the e-mail addresses can be that of the debtor, delivery debtor, or invoice debtor. By default, “Multiple” is displayed.

Note: The debtors’ e-mail addresses are derived from the Sales orders screen (go to Order/Entries/Sales orders, select the relevant sales order, click Open, and then click the E-mail icon at the sales order header).

Subject

Type the subject of the e-mail(s). This information is mandatory.

Long description

Type the long description of the e-mail(s).

Entry data section

Note: If the Generate invoices check box is selected, the Lines check box, Selection code box, Zero invoice check box, and Print invoices check box will be enabled.

Generate invoices

Select this check box to generate invoices for the selected sales orders. By default, this check box is selected.

Lines

Select this check box to generate invoices for the selected sales orders only for the sales order lines that are currently being fulfilled (delivered) and returned.

Selection code

Type or select the selection code of the sales orders.

Note: You can define selection codes at System/Logistics/Selection codes.

Zero invoice

Select this check box to create invoices for sales order lines with “0” amount.

Print invoices

Select this check box to print the generated invoices.

Note: If this check box is selected, and Start is clicked, Print invoices screen will be displayed. For more information, see Printing and Processing invoices.

Options section

Define layout

Select this check box if you want to change the layout of the delivery notes.

Layout

Type or select a layout for the delivery notes. By default, the delivery note layout displayed is based on the Delivery note defined at System/General/Settings, under Document settings. This information is mandatory.

Note: This box is enabled only if the Define layout check box is selected. Also, this box is available only if you have not selected the Use multiple layouts check box at System/General/Settings, under Order settings, in the Fulfillment section. 

Collective layout

Type or select a collective layout for the delivery notes. This information is mandatory. You can define collective layouts for delivery notes at System/Logistics/Layouts/Multiple layouts for delivery notes.

Note: This box is available only if you have selected the Use multiple layouts check box at System/General/Settings, under Order settings, in the Fulfillment section.

Number of copies

Type the number of copies of the delivery notes you want to print. This information is mandatory and should be between 1 and 99.

Note: This box is available only if you have not selected the Use multiple layouts check box at System/General/Settings, under Order settings, in the Fulfillment section.

Packing list

Select this check box if you want to print packing lists.

Layout

Type or select a layout for the packing lists. By default, the packing list layout displayed is based on the Fulfillment defined at System/General/Settings, under Document settings. This information is mandatory.

Note: This box is enabled only if the Packing list check box is selected.

Free text line 1/2/3

You can type additional information for the delivery notes in the Free text line 1, Free text line 2, and Free text line 3 boxes. These boxes are enabled only if the Free text lines check box in the To be printed section is selected.

To be printed section

Free text lines

Select this check box to add remarks to the delivery notes.

Backorder lines

Select this check box to include sales order lines that have a delivery date later than the sales order date to be printed on the delivery note. For example, if the sales order date is January 20, 2006, the fulfillment date for Item A is January 20, 2006, and the fulfillment date for Item B is January 23, 2006, Item B will also be printed on the delivery note if the Backorder lines check box is selected.

Fully completed lines

Select this check box if you want sales order lines that are realized (completed) to be printed on the delivery notes.

Compress

Select this check box to combine the same items with the same sales order information into one line on the delivery notes. Only the same sales items with the same information such as fulfillment date, sales price, and other information (except quantity) can be combined.

Lines with quantity 0

Select this check box to include sales order lines with zero quantity in the delivery notes.

Unmatched payments

Select this check box for cash payment or any other entries that are not matched to any invoice or payment (payment for the sales orders have not been made).

Note: If this check box is not selected, only the total payment amount of the sales orders will be displayed on the delivery notes.

Button

Preview

Click this to view the delivery notes before printing. 

Start

Click this to print the delivery notes, and/or generate and print invoices for the selected sales orders.

Cancel

Click this to exit.

Related document

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.064.679
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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