(Process Batch) Order Status
This function enables you to control the status of currently outstanding Sales Orders, so that they can be tracked.
For example:
You own a car dealership, and need several status for your workflow. Against the Header you need to hold if items are Waiting for Finance, and against the Detail you need a hold Out of Stock.
Using the Define Status option you can create these Statuses against the appropriate level.
When your customer decides to purchase one of your cars, you can advise them if it is out-of-stock and therefore when it will be in, and at the same time you need to check that finance is approved before the car can be released.
Selecting this option displays a sub-menu giving the options to Change Status or Define Status.
Contents |
Change Status |
Define Status |
Change Header/ Detail Status
Displays two windows where you can first select the range of Orders to be listed, and then selectively change their status.
Order Status search
Find Orders
The Batched menu selects whether you want Batched (the default), Complete, or All.
You can then select on the basis of:
Reqd. Date range
Order Date range
Period range
All Years menu - select from All Years (the default), Last Year, Current Year, Next Year, or Other Year.
Order Account - select from Order Account (the default), Delivery Account, or Invoice Account. Use the adjacent lookup to specify the particular account code.
Account Ref.
Order No.
Batch Ref.
User ID
Item Code
Order - You can select to view Orders where the Order Status or Level is either All, or Selected from the Order Status List.
Order Status window
This window shows the Order Headers in the upper part, and the Detail lines for the currently selected Order in the lower part.
If a Detail Status has been given to an Order, this will show in the lower part of the window, otherwise the Status will be blank.
To apply a Detail Status, or to change an existing Status, select the line or lines, and then use the appropriate Status menu to apply the Status you wish to apply.
To select a single line, click on it.
To select a number of adjacent lines, click on the first, and shift click on the last.
To select individual lines, control click on each.
When you have selected to change Detail Status, additional fields are available:
Copy Note option
Bypass Note option
Sort By menu, and
Status menu
Define Header / Detail Status
Enables you to set up and maintain a list of statuses that can be applied to Orders.
To define the Status entries, select Define Header/ Detail Status. This displays a window showing the list of currently defined Detail Status.
To change a list item, highlight the entry, click Edit and enter the new Description.
To add to the list, highlight the blank line at the end of the list, click Edit and type a new Description, then select from the Type drop-down menu.
To Delete an entry, highlight the entry and then click the Delete function.
The four default Header Statuses cannot be deleted.
To Sort the list, click the Reorder function. This opens a separate window. The right hand side of the Reorder window has an empty box in which you can build a new list. The Sort Alphabetically function and the up/down arrows enable you to adjust the sequence of the entries in the list.