Exact Globe+

Overview of sales orders to be fulfilled

Menu path

Order ➔ Entries ➔ Fulfillment

Introduction

Sales orders can be processed once the sales orders are delivered to the customers, and invoices can be generated and printed. Partial delivery of sales orders can also be fulfilled. However, sales orders have to be authorized and/or confirmed (if authorization and/or confirmation are mandatory) before sales orders can be fulfilled.

In this function, credit notes can be generated and printed for items that have been delivered but returned by customers.

Note: Only fulfillment of sales orders will be described in this document.

What version are you using?

The information in this document is applicable to product update 405 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I fulfill sales orders?

In the Fulfillment screen, define the search criteria.
Select the Sales order option under the Selection section.
Click Refresh.
Select a sales order in the overview.
Click Fulfillment. For more information, see Fulfilling sales orders.

Keep in mind:

The Fulfillment button is enabled only if a sales order is selected.
All fulfillments during closed periods will not be allowed if Date or Reporting date is selected at Check: Closed periods (at System ? General ? Settings ? General settings, under the Period and year control section). For more information, see General settings.

How do I print labels for the items in the sales order?

In the Fulfillment screen, define the search criteria.
Select the Sales order option under the Selection section.
Click Refresh.
Select a sales order in the overview.
Click Print labels. For more information, see Printing item label for sales orders.

Keep in mind: The Print labels button is enabled only if a sales order is selected.

How do I process the return of items that have been fulfilled?

In the Fulfillment screen, define the search criteria.
Select a warehouse at Warehouse under the Warehouse section.
Select the Sales order option under the Selection section.
Click Refresh.
Select a sales order in the overview.
Click New returns. For more information, see Returning delivered items.

Keep in mind: The New returns button is enabled only if a warehouse is selected at Warehouse under the Warehouse section.

How do I complete a sales order?

In the Fulfillment screen, define the search criteria.
Select the Sales order option under the Selection section.
Click Refresh.
Select a sales order in the overview.
Click Complete.

Keep in mind: The Complete button will not be enabled if multiple sales orders are selected.

How do I fulfill multiple sales orders?

In the Fulfillment screen, define the search criteria.
Select a warehouse at Warehouse under the Warehouse section.
Select the Sales order option under the Selection section.
Click Refresh.
Hold down the CTRL key and select the sales orders that you want in the overview.
Click Process. For more information, see Processing multiple sales orders.

Keep in mind: The Process button is enabled only if more than one sales order is selected, and a warehouse is selected at Warehouse under the Warehouse section.

How do I view and/or edit the sales order?

In the Fulfillment screen, define the search criteria.
Select the Sales order option under the Selection section.
Click Refresh.
Select a sales order in the overview.
Click Open. For more information, see Creating and maintaining sales orders.

Keep in mind: The Open button is enabled only if a sales order is selected.

Fields

You can filter the sales orders that you want to display by defining one or more of the following search criteria and clicking Refresh. The sales orders that match the search criteria you have defined are then displayed. A list of options appears if you click at Selection code, Customer, and other fields. From the list, make your selection and click Select.

Warehouse section

Warehouse

Select the warehouse of the sales orders you want to display. Select All to display sales orders from all warehouses.

Note: This field is available only if you have E-Warehouse management included in your license.

Selection section

Note: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Sales order

Select this to fulfill sales orders. By default, Sales order is selected.

Note: Only the Sales order option is available if you have E-Sales order included in your license.

Selection code

Type or select the selection code to display sales order(s) with the selected code.

Note: The selection code of the sales orders depends on the settings defined at Selection code for the sales order in the sales orders condition screen (go to Order ? Entries ? Sales orders, select the relevant sales order, click Open, and then click Conditions), under the Analytical group section. You can also define selection codes at System ? Logistics ? Selection codes.

Customer

Type or select the ID or name of the debtor to display the sales order(s) placed by the selected debtor.

Person

Type or select the person that is in charge of the sales order(s).

Item code

Type or select the item code to display sales orders with the selected item(s).

Order

Type the sales order number to be displayed.

Project code

Type the project code of the sales order to be displayed.

Group by

You can specify how you want the overview to be displayed. Select Order if you want sales orders with sales order details to be displayed in the overview, or Item if you want items with item details to be displayed in the overview.

Sort ascending

Select this check box to display sales orders or items according to the sales order number or item code in an ascending order.

Sort by warehouse location

Select this check box to display sales orders created in the selected warehouse or items belonging to the selected warehouse.

Transaction date

Type or select the date the selected sales order is to be fulfilled. By default, the current date is displayed.

Fulfillment date

Type or select the planned fulfillment date to display sales orders with the selected fulfillment date or earlier dates. For example, if you have a sales order with two sales order lines with different fulfillment dates whereby the fulfillment date of the first sales order line is January 2, 2012, and the fulfillment date of the second sales order line is January 1, 2011, and if the Fulfillment date defined is January 2, 2012, the two sales order lines will be displayed separately in the overview. Select the All check box to display sales orders with all fulfillment dates.

Advanced / Simple

Click Advanced to expand the search criteria. You will see Selection code, Customer, Person, Item code, Order, Project code, Group by, Sort ascending, Transaction date, and Fulfillment date.

Buttons

Refresh

Click this to display the sales orders based on the defined criteria.

Print labels

Click this to print labels for the item(s) in the selected sales order. For more information, see Printing item label for sales orders.

Note: This button is enabled only if one sales order or item is selected. If more than one sales order or item is selected, the button will not be enabled. If a fulfillment date has been defined in Fulfillment date (whereby the All check box is not selected), only labels of items in the sales order with fulfillment dates equal to or earlier than the specified fulfillment date will be printed. If you select group by Item, only the labels for the selected item will be printed.

New returns

Click this to process return of item(s) that has been fulfilled. For more information, see Returning delivered items.

Note: This button is enabled only if a Warehouse in the Warehouse section is selected.

Complete

Click this to complete the selected sales order. Once you click the button, a message “Completed” will be displayed, and the sales order line will not be displayed in the overview.

Note: This button is enabled only if the Sales order option under the Selection section is selected. If multiple sales orders are selected, this button will not be enabled.

Process

Click this to fulfill more than one sales order. For more information, see Processing multiple sales orders.

Note: This button is enabled only if more than one sales order is selected, and a warehouse is selected at Warehouse under the Warehouse section. Also, to select more than one sales order at a time, hold down CTRL and click the sales orders that you want. Alternatively, hold down SHIFT and click to select all sales orders between the two selected ones.

Fulfillment

Click this to process the selected sales order. For more information, see Fulfilling sales orders.

Note:

This button is enabled only if a sales order is selected.
All fulfillments during closed periods will not be allowed if Date or Reporting date is selected at Check: Closed periods (at System ? General ? Settings ? General settings, under the Period and year control section). If the closed period matches the transaction date defined at Transaction date under the Selection section, a message “Period is closed” will be displayed. For more information, see General settings.
A make item can have more than one BOM version. If there is no BOM version defined for the make item in the sales order prior to fulfillment, the BOM versions screen will be displayed when you click this button. The BOM versions screen will display all valid BOM versions for the make item. Select a BOM version to be used for the fulfillment. The BOM versions screen will not be displayed if the BOM version for the make item has already been defined in the sales order prior to fulfillment.

Open

Click this to view the selected sales order. For more information, see Creating and maintaining sales orders.

Close

Click this to exit.