Setting up Sales Order Entry - Actions

To carry out one of the following actions for the whole of the current sales order, select it from the Action menu within the Sales Order Entry form.
Specify this information:
New Order

Clears the current sales order from the screen ready for a new sales order to be entered.

Schedule Order

This displays the Sales Order Entry Schedule Order form.

Delete All

Deletes all lines on the current sales order. A warning message is displayed so you can confirm this action before it is carried out.

Hold and Release All

Hold prevents further processing from being carried out until the Release option is selected.

Acknowledge All

Confirms all lines on the sales order and changes the details in the Confirmation Date, Confirmation Period and Confirmed By fields.

Generate Credit Lines

Advanced Generate

This is available for sales return notes only.

Print All

To use this function a document format must be associated with the current stage of the sales order.

Generate Invoice

Embed Std Para

This option displays the Standard Text Language Variants form. This form enables you to attach a paragraph to the document to be printed.

Show Prompted Presets

This option displays available presets of the type prompted for the sales order line.

Manual Allocations

This option displays the Manual Inventory Allocations form.

Control Values

A control total, or control value, is used as a check to ensure the user has entered the correct value or quantity. This option displays control values as defined in the sales type.

Allocate All

This enables you to perform the auto-allocation function. You may need to do this because the system has only partially allocated the sales order quantity because of a lack of stock, and the remaining quantity is now available; or because there has been a failure of the auto-allocation at a previous stage. This action is only available when inventory is being issued and not received. An alternative way to allocate is to use the manual allocations action as described above.

This action can be used for items that are either manually or automatically allocated. Items that are not allocated cannot use this action. If the line has been closed or inventory has already been issued (that is, the issue is actualized), or both, then this action cannot be performed. It is independent of the allocation stage settings on the sales type.

This action is also available in sales order control desks.

De-allocate All

This enables you to de-allocate any inventory that has previously been allocated to a sales order line. This is regardless of whether the allocation has been made manually or automatically. This action is only available when inventory is being issued and not received. An alternative way to allocate is to use the manual allocations action as described above.

This action can be used for items that are either manually or automatically allocated. Items that are not allocated cannot use this action. If the line has been closed and/or inventory has already been issued (that is, the issue is actualized), then this action cannot be performed. It is independent of the allocation stage settings on the sales type.

This action is also available in sales order control desks.

Re-process All
This action enables you to perform all validation and processing that occurs when a line is entered. Some of the activities carried out are:
- Recalculate formulae and value labels if the recalculation field is set for the current stage on the Sales Type Definitions Stages Setup form.
- Perform auto-allocations for issue, if not already allocated, and the allocation stage defined in the sales type has been passed.
- Update inventory (that is, create receipts and issues) if the update failed at an earlier stage.
- Set a line to Held if required (for example, if item characteristics have been removed).
Generate Transaction Line
Save your changes.