Creating recovery orders

  1. In Distribution SX.e, select Product > Inquiry > Storeroom Recovery.
  2. Specify the customer and, optionally, a ship to.
  3. In the Recovery Date field, specify a date by which the products should qualify for recovery billing. Any products with a Last Receipt Date before this date are listed.
  4. Click Search.
  5. Review each product to determine if it qualifies for recovery.
  6. To recover all products, click Create Orders.

    To recover a specific product, use the filter to display the appropriate product in the grid, and then click Create Orders.

  7. Record the orders that are listed in the Quote Orders List.
  8. Convert the quote order to a stock order.

    See information about quote order conversion in the online help.

  9. Perform invoice processing.