Print/email orders (SO502000)
You use this window to print or email sales orders, depending on the order properties.
The functionality of this window is based on the automation steps designed for the windows in the Inventory workspace. By adjusting the automation step, you can define which of the orders should be emailed and which should be printed by using this window.
The window toolbar
| Button | Description |
|---|---|
| Process | Processes the selected orders—that is, those in the table for which you have selected the check boxes, based on the selected Action. |
| Process all | Processes all orders (listed in the table) according to the selected Action. |
The top part
You can use this part to specify the criteria for selecting orders for processing.
| Element | Description |
|---|---|
| Action | The action to be taken if you click Process or Process all in the toolbar. Select one of the following:
|
| Assigned to | A field and the Me check box, which you use as follows to select the user to whom the orders are assigned:
|
| Work group | A field and the My check box, which you use as follows to select the work group the orders are assigned to:
|
| Salesperson ID | The particular salesperson related to the sales orders. Leave the field blank to view orders of all salespersons. |
| Customer | The particular customer whose sales orders you want to view. Leave the field blank to view orders of all customers. |
| Order type | The appropriate order type. Leave the field blank to view orders of all types. |
| Status | The status of orders to be displayed in the list. You can select orders by their statuses: Order, Open, On hold, Credit hold, Completed, Cancelled, Back order, Shipping, and Invoiced. |
| Start date | The date to open the date range for selecting orders by their dates. |
| End date | The date to end the date range for selecting orders by their dates. By default, it is the current business date. |
The table
This table holds all the sales orders that match the selection criteria you’ve specified. You can process all listed items or only those you select.
| Column | Description |
|---|---|
| Order type | The type of the order. |
| Order no. | The reference number of the order. |
| Description | The description provided for the order. |
| Customer order | The reference number of the original customer’s order. |
| Status | The status of the order. |
| Requested on | The date when the order should be fulfilled. |
| Sched. shipment | The date when the order should be shipped. |
| Customer | The customer, by its ID, that has initiated the order. |
| Customer name | The name of the customer. |
| Location | (This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The location of the customer related to the order. |
| Location name | (This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The name of the customer location. |
| Preferred warehouse ID | The warehouse from which the sales order will be shipped. |
| Description | The description of the warehouse. |
| Ship via | The ship via code associated with the carrier through which the order should be shipped. |
| Description | The description of the ship via code. |
| Shipping zone | The shipping zone of the customer. |
| Work group | The work group assigned to handle the order. |
| Owner | The default user (owner) of the work group. |
| Order weight | The weight of the order. |
| Order volume | The volume of the order. |
| Ordered qty. | The total quantity of items on the order. |
| Currency | The currency of the order. |
| Order total | The total amount specified on the order. |