SOP batch selection options

The various batch selection options are listed below:

This will clear the fields on the Search window allowing you to enter different search criteria.

This option will select all the batched transactions that are not subject to a constraint (out of Stock, on Hold etc.) and display them in the Process Batch list window, flagged as YES (to be processed). You will be asked to confirm that you wish to process all these orders and the processing will begin. Generally, this function is designed to be used for bulk processing (possibly overnight) only when the orders have been fully checked.
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*The option to Process All Batched Orders should be used with great care.

Display to display the SOP Process Batch window which lists all the transactions that satisfy the criteria you have entered. This gives you the opportunity to select the transactions from the list, to process them, to edit them, or to process parts of them.

The Find menu, which defaults to All, enables you to limit the transactions selected for processing to those which are on Hold status, those awaiting Authorise Delivery, those awaiting Authorise Invoice, or those awaiting Full Process.

This finds all transactions between two dates. If you leave the 'to' date empty, all transactions as of the 'from' date onwards are located.

This enables you to select the Period range and Year to be included. The Year drop-down defaults to All Years.

This allows you to select to search for transactions via the Order Account, Delivery Account, or Invoice Account. Lookup, or enter the Customer Code in the adjacent field.

This allows you to search for orders by the Delivery Route assigned to them. Lookup, or enter the route in the adjacent field.

This enables you search for transactions which contain a particular Customer Ref.

This will find all transactions within the Order No. range specified.

Locates a specific Batch Ref.

Here, you can search for lines that contain a particular stock item and that have not been 'fully processed'. Lookup, or enter the Stock Code.
Searching for a single stock code in the batched transactions can be a lengthy process but it can be a useful search method if you have had a delivery of stock and now wish to process the orders that have been waiting for the item.

This will search on the Order Customer Sort Key. Enter the Customer Code or use the Search to select.

This will search for transactions entered by a specified User.
In a multi-user system, where more than one operator needs to process batched transactions at the same time, it is important to enter a User Id.: if no User Id. is entered, transactions for all Users in the system are selected.

This will search on the User Sort Keys that have been saved on the transaction. Clicking the drill button opens the User Key list window, enabling the selection of multiple keys. The orders retrieved will match all the keys that are selected.

This menu defaults to All, in which case no further information is required. However if Specific Currency is selected, a list of Trading Currencies is displayed from which you can make a selection. This will affect the revaluation of transactions when they are converted to invoices. The processing involved depends on:
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Which recalculate option has been selected in Sales Order Options - Transactions.
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Whether or not the transaction option Enter Currency Prices was selected when the transaction was entered.
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Will only find transactions where some line items have been delivered and/or invoiced and where there are some items still outstanding to be processed. They could be fully delivered but not invoiced, or fully invoiced but not delivered (if the Transaction Option - Invoice Full Order is selected).

Will only find orders where some (or all) line items have not yet been flagged as having printed Delivery Notes.

Will only find orders where some (or all) line items have been printed but the Delivery Notes for them have not yet been updated.

Will find orders where some (or all) line items cannot be processed until stock has been received.

Will only find orders where some (or all) line items have stock allocated to them. If the Security Profile for the current User is set to Only Deliver Allocated Stock, this option will be selected but can be de-selected to allow Orders without Allocated Stock to be displayed. However, when processing, only Allocated Stock can be delivered and trying to process a line which is not allocated generates an entry in the error log.

Will find transactions for Customers who are flagged as On Stop. If this option is not selected then transactions will not be displayed for Customers who are On Stop.

Will only find orders where some (or all) line items have not yet been flagged as having printed invoices.

Will only find orders where some (or all) line items have been printed but have not yet updated the invoices.

Normal Delivery Status/Urgent Delivery Status
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These options enable you to display both Normal and Urgent Order in the same process batch list.
Customer Output Destination
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This menu enables you to select transactions based on the settings made in the Documents tab card on the Customer record window. Thus you can select All (the default), or just those for output to Printer, File, Fax, Email, or XML.