The following describes how to print order confirmations for sales orders that are only at status 10 (i.e. for sales orders that have not previously been confirmed). These sales orders are selected according to multiple search criteria (e.g., handler, customer).
Note: Print confirmation according to sales order numbers details how to only print confirmations for orders that are at status 10 or higher.
For more information about sales order statuses, see About sales order entry.
- Select the Print sales order confirmations menu item.
- You access Sales order confirmation printout. Complete the following information:
- Handler
- Enter the id code of a sales order entry employee. If a value is entered in this field and the remaining fields are left blank then confirmations will only be printed for sales orders that that employee entered and that are still at status 10.
- Order number
- This field will be addressed in Print confirmation according to sales order numbers. Leave this field blank here.
- Customer
- If you only wish to print order confirmations for a particular customer, enter the customer number. A confirmation of all the customer’s sales orders that are at status 10 will be printed. Up to eight customer codes can be entered.
- Changed orders
- Set to YES if you only wish to print confirmations for orders that have been changed via the:
- DI (Data Interchange) file
- Re-plan sales orders program
- For the purpose of this example, leave the default value set at NO.
- You access the Print control window where your printer default values are displayed. These values can be changed. Click OK to print the confirmation or F2 to print interactively (if your user profile allows such processing).
Selection
The following fields are used to select the sales orders you wish to print a confirmation for. Values may be entered in one, all, or none of the fields available on this panel. Caution: If you do not enter information in any of the fields, the system will print order confirmations for all sales orders that are at status 10 (i.e. the order confirmation has not been printed).
Click OK.
Once a confirmation has been printed for a sales order that is at status 10 the sales order will progress to status 20. There is only one way to bypass this step, that is if the Sales order type (used to enter the sales order) specifies that an order confirmation is not necessary. This is accomplished by setting the Batch and Direct fields for the Order confirmation document to NO in the Sales order type table.