Sales of Stock Items: Mass-Processing of Documents

The following sections explain how to process multiple sales orders and related documents, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Creating Shipments

Shipments can be mass-generated for sales orders. To generate shipments for multiple sales orders at a time, you open the Process Orders (SO501000) form and select the Create Shipment action. Then you select the unlabeled check boxes in the rows of the orders to be processed, and click Process on the form toolbar. The system prepares shipment documents for the selected sales orders.

Mass-Confirming Shipments

Shipments can be confirmed in bulk. To confirm multiple shipments at a time, you open the Process Shipments (SO503000) form and select the Confirm Shipment action. Then you select the unlabeled check boxes in the rows of the shipments to be processed, and click Process on the form toolbar. The system confirms the selected shipment documents.

Mass-Creating Invoices

Invoices can be mass-generated for sales orders or for the corresponding shipments. To prepare multiple invoices for sales orders, you open the Process Orders (SO501000) form. To prepare multiple invoices for shipments, you open the Process Shipments (SO503000) form. Then you select the Prepare Invoice action, select the unlabeled check boxes in the rows of the sales orders or shipments to be processed, and click Process on the form toolbar. The system prepares invoices for the selected documents.

Mass-Printing Pick Lists

For multiple shipments with the On Hold and Open statuses, you can mass-print pick lists by using the Process Shipments (SO503000) form. On this form, you select the Print Pick List action, select the unlabeled check boxes in the rows of the shipments for which you need to print pick lists, and click Process on the form toolbar.

Mass-Printing Invoices

You can print multiple sales invoices at a time by using the Process Invoices and Memos (SO505000) form. On this form, you select the Print Invoice action, select the unlabeled check boxes in the rows of the invoices to be printed, and click Process on the form toolbar.