Process orders (SO501000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You use this window to specify criteria for filtering the sales orders and then to process all of the listed orders or only selected ones.
By using this window, you can create shipment for the selected orders, prepare invoices or cancel the orders.
Also, you can release the orders from credit hold and open them.

Button Description
Process Applies the selected processing (based on the Action you select) to the documents you have selected in the table.
Process all Applies the selected processing to all documents listed in the table.

You use this area to define criteria for the documents to be displayed in the table below, as well as the action to be applied if you click Process or Process all.

Element Description

Action

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.

Select by

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

Start date

The start date of the date range for the type of dates specified in Select by.
You can leave the field blank to view all orders with dates before the End date.

Shipment date

(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.

End date

The end date of the date range for the type of dates specified as Select by.
Customer

The customer involved.

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

Carrier

This field is not in use.

Ship via

The ship via code associated with the carrier used to ship sales orders.
Leave the field blank to view orders to be shipped with various ship via codes.

Warehouse

The warehouse from which the orders will be shipped.

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

This table displays the documents matching the criteria specified in the top part.

Review the list, and process all documents or only those you have selected using the check boxes in the first column.

Button Description
View document Navigates to the Sales orders (SO301000) window so you can view the details of the selected document.
 
Column Description

Order type

The type of order.

Order no.

The reference number of the document.
Description The description provided for the document.

Customer order

The reference number if the original customer order.
Status The status of the document, which is assigned automatically.

Requested on

The date on which the customer wants to receive the goods.

Sched. shipment

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).

Customer The customer that ordered the goods or services.
Customer name The name of the customer that ordered the goods or services.

Location

(This column is only displayed if the Business account locations functionality is enabled in your system.)
The customer location from which the goods or services were ordered.

Location name

The name of the location from which the goods or services were ordered.

Preferred warehouse ID

The warehouse specified as the preferred warehouse for the order.

Warehouse description

The description provided for the warehouse.

Ship via

The carrier through which the goods are shipped.

Ship via description

The description provided for the carrier.

Shipping zone

The shipping zone of the customer.

Work group

The work group processing the order.

Owner

The user responsible for the order.

Order weight

The total weight of the goods associated with the order.

Order volume

The total volume of the goods associated with the order.

Ordered qty.

The quantity of all items on the order.
Currency The currency of the document.

Order total

The total for the document.

Related concepts

About shipment processing options

About shipping rules

About sales order processing options

About invoice order processing options

About cash sales processing options

About processing transfer orders

About landed costs for transfers

Related tasks

Print pick lists for multiple shipments

Print shipment confirmations for multiple shipments

Create a transfer order

Process a transfer order

Process multiple transfer orders