Process orders (SO501000)

The processing operation to be used when you click Process or Process all. Select one of the following options:

Prepare invoice

To generate invoices for the Closed orders.

Release from credit hold

To release the sales order from credit hold if the customer passes the credit check.

Cancel order

To cancel an order of any status.

Create shipment

To create shipments for orders with the Open, Back order or Shipping status. During this processing for any order, if no shipment is created due to the shipping rules specified for the order and the order lines, the status of this order changes to Back order. If the Replan back orders check box is selected in the Inventory preferences (IN101000) window, you can run the process of creating shipments for back orders after the purchase receipts for the appropriate items have been released. If the Replan back orders check box is not selected, you need to open the back orders first. For more information, see: About shipping rules.

Open order

To open orders with the Back order status.

The type of date by which the orders should be selected. Select one of the following options:

Ship date

To select documents by the date of planned shipment specified for each order line in the Ship on column on the Document details or Order lines tab of the Sales orders (SO301000) or Sales orders (SO30100S) window, respectively.

Cancel by

To select documents by the date of order cancellation

Order date

To select documents by their creation dates

(This field is only displayed if the Create shipment is selected in the Action field.)

The date of the shipment or shipments to be created. By default, it is the current business date, but you can change it to another date.

The customer involved.

Leave the field blank to view orders (that should be fulfilled) from various customers.

The warehouse from which the orders will be shipped.

(This field is only displayed if the Create shipment is selected in the Action field.)

The date when the shipment for this order is scheduled (as specified in the Sched. shipment or Scheduled shipment field on the Delivery settings tab of the Sales orders (SO301000) or Sales orders (SO30100S) window, respectively).

If the scheduled shipment date is later than the range’s end date, that means that at least one line of the order was scheduled to be shipped in the selected date range (has the Ship on date in the range).