Converting orders

Each order processing window lists any orders currently at that order processing stage. Each conversion process moves an order to its next succeeding order processing stage, and you convert each order through its appropriate stages until the order is complete.

Order type determines the number and type of stages an order goes through in processing. Different order types require different processing stages.

All Orders Have a Status of

(read only) Displays the order processing stage.

Order #

(read only) Displays the order number.

Batch #

(read only) Displays an order's batch number if batch control was enabled on the AR/Cash Batch Control window (from AR/Cash, select Set up module, and click Batch Control) when the order was entered.

Type

(read only) Displays the order type.

Date

(read only) Displays the order date. If batch control is enabled, the batch date displays.

Customer

(read only) Displays the name of the 'Ship to' customer.

Company

(read only) Displays the name of the 'Ship to' company. If necessary, scroll to the right to view this information.

Entered By

(Not shown in example, display only) Displays the individual who entered the order. If necessary, scroll to the right to view this information.

Select

Select from a list of conversion options:

  • All - Converts all of the orders at this processing stage.
  • None - Converts none of the orders at this processing stage.
  • Order # - Converts a specific order number at this processing stage. Selecting this option opens a window used for entering specific order numbers.
  • Order Type - Converts all orders of a specific type at this processing stage. Selecting this option opens a window used for selecting a specific order type.
  • Batch # - Converts orders with a specific batch number at this processing stage. Selecting this option opens a window used for entering specific batch numbers. The Batch # option does not display for the Invoice orders processing stage.

Note: To process a group of orders within an order processing window, you can use the traditional GUI bulk selection methods (for example, pressing the Shift or Ctrl keys while selecting an order), or you can choose one of the Select options.

Sort

Select from a list of order sorting options to sort the orders in the window:

  • Order # - Sorts by order number.
  • Batch Number - Sorts by batch number. The Batch Number option does not display for the Invoice orders processing stage.
  • Order Date - Sorts by order date.
  • Order Type - Sorts by order type.
  • Customer - Sorts by customer last name.
  • Company - Sorts by company name.
  • Entered By - Sorts by who entered the orders.

Convert button

Click to complete the processing stage for the selected order(s) and to generate the appropriate printout. Each conversion process moves an order to the next succeeding order processing stage configured for the order type.

To convert an order

  1. Enter an order (see Entering orders).
  2. From Orders, select Process orders to view the Process orders sub-task list.
  3. Select the appropriate order processing stage to open that stage's order processing window.
  4. Select the order(s) you want to convert to the next stage.
  5. Click Convert. A message displays prompting you to confirm converting to the appropriate order type.
  6. Click Yes to convert the order.