Visma Net

Print/email orders (SO502000)

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 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: Print sales order/quote Send by email
Assigned to	A field and the Me check box, which you use as follows to select the user to whom the orders are assigned: Select the Me check box to view the orders assigned to you. The field will contain your username. Clear the Me check box and select another username to view the orders assigned to the user. Leave the elements blank to view orders assigned to all users of the selected work group or all groups.
Work group	A field and the My check box, which you use as follows to select the work group the orders are assigned to: Select the My check box to view the orders assigned to your work group or to the selected user in the group. Clear the My check box and select another work group in the field to display the orders assigned to the work group or to a particular product manager in the selected group. Leave the field blank and clear the check box to view the orders assigned to all work groups.
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.

Related concepts

About predefined mailings for customers and suppliers

About mailings for customers

Manage mailings - overview