Order ➔ Entries ➔ Print / Process
The Print / Process screen displays an overview of the sales orders which are ready to be printed and processed. Printed sales orders are used as delivery notes for the customers who placed the sales orders to verify that the items ordered are registered correctly. You can also send the delivery notes to the customers by e-mail. Furthermore, invoices can be generated and printed for the unfulfilled sales orders. From this overview, you can:
However, delivery notes can only be printed after the sales orders are authorized, unless authorization is made optional at System ➔ General ➔ Settings, under Order settings, whereby the Sales order check box under the Authorize section is not selected.
Note: Only printing and processing of sales orders will be mentioned in this document. For more information on how to print and process return to merchant authorization (RMA) orders, see Overview of Return to Merchant Authorization (RMA) orders to be printed and processed.
The information in this document is applicable to product update 394 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: This button is displayed only if you have selected the Logbook check box under the Entry section in the Order settings screen at System ➔ General ➔ Settings. To view information in logbooks, the function right View logbook information right is required.
You can filter the sales orders that you want to display by defining one or more of the following search criteria and clicking Search. The sales orders that match the search criteria you have defined are then displayed. A list of options will be displayed if you click the Browse button in the Sales order box, Ordered by box, and other boxes. From the list, make your selection click Select.
Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to search for entries based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed for each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Click this to return to the previous screen of entries.
Click this to display the next screen of entries.
Select the warehouse of the sales orders you want to display. By default, the option All is selected to display sales orders belonging to all warehouses.
Note: This box is available only if you have E-Warehouse Management included in your license.
Select Sales order if you want only sales orders to be displayed in the overview.
Select RMA order if you want only RMA orders to be displayed in the overview. If you select RMA order, RMA order date and RMA order become available instead of Sales order date and Sales order as the search criteria. For more information, see Overview of Return to Merchant Authorization (RMA) orders to be printed and processed.
SO date refers to the sales order date. Type or select the start date and end date to display sales orders that are created within that period. By default, the All check box is selected. This means sales orders that are created on any date will be displayed.
Note: Typing or selecting only the start date will display sales orders that are created on and after the selected date. Typing or selecting only the end date will display sales orders that are created on and before the selected date.
Select the sales order that you want to print.
Type or select the ID or name of the debtor who placed the sales order to search for sales orders with the selected debtor.
Click Advanced to expand the search criteria. Invoice to, Delivery to, Your ref., and Selection code will be displayed.
Click Simple to hide the search criteria.
Type or select the ID or name of the debtor who will be receiving the invoice to search for sales orders with the selected debtor.
Type or select the ID or name of the debtor who will be receiving the items to search for sales orders with the selected debtor.
Type the debtor’s reference number to search for sales orders with the reference number.
Type or select the selection code of the sales order to search for sales orders with the selection code.
Note: The selection code of the sales orders depends on the Selection code defined in the sales order conditions 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.
Select the delivery status of the items in the sales order. Select Completed to display sales orders that are completed (all the items in the sales order are delivered but the invoice is not generated yet), select Partial to display sales orders that are partially completed (some of the items in the sales order are pending delivery), or select All to display all sales orders.
Type or select the start date and end date to display sales order lines with fulfillment dates recorded within the period range. By default, the All check box is selected to display all sales order lines with fulfillment created on any date.
When you define this field and click Print, the values in this field will be automatically filled at Fulfilment date under the Invoice data section in the Print: Sales orders screen. This enables you to generate and print invoices for order lines with specific fulfillment dates. For more information, see Generating and printing invoices for sales orders and service orders.
Note: Typing or selecting only the start date will display sales order lines with fulfillment created on and after the selected date. Typing or selecting only the end date will display sales order lines with fulfillment created on and before the selected date.
Select Partial or Completed to filter orders linked to shipping methods with the Use shipping manifest attribute, that have been partially or completely shipped, respectively. For more information, see Creating and maintaining shipping methods. If you select All, you can filter orders that have been both partially and completely shipped. By default, Completed is displayed. The information is mandatory.
Note: This check box is available only if you have the SE1343 – E-Shipping Manifest Integration and SE1200 – E-Order licenses.
Click this to type a new note or to view the notes that are recorded for the sales order. For more information, see Creating and maintaining notes.
Click this to attach a new document or view the documents that are attached to the sales order. For more information, see Viewing attached documents.
Click this to change the fulfillment date of the sales order. For more information, see Changing fulfillment and receiving date for orders.
Note: The fulfillment date can be changed only if partial delivery is allowed. Partial delivery can be set for the debtors at Finance ➔ Accounts receivable ➔ Maintain, on the Logistics tab (under the General section in Simple mode) or the Financial tab (under the Sales order – Invoice section in Advanced mode) by selecting the Partial delivery allowed check box. However, this can be changed for each sales order in the conditions screen (go to Order ➔ Entries ➔ Sales orders, select the relevant sales order, click Open, and then click Conditions), by selecting or clearing the Partial delivery allowed check box, under the Sales order data section.
Click this to view the changes that have been made to the sales order.
Note: This button is displayed only if you have selected the Logbook check box under the Entry section in the Order settings screen at System ➔ General ➔ Settings. To view information in logbooks, the function right View logbook information right is required.
Click this to print the delivery note, send the delivery note to the debtor by e-mail, and to generate and print invoice (optional). For more information, see Generating and printing invoices for sales orders and service orders.
Click this to view or edit the sales order. For more information, see Creating and maintaining sales orders.
Click this to exit.