Sales of Stock Items: Mass-Processing of Documents
The following sections explain how to process multiple sales-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, as well as any other needed selection criteria to narrow the orders to be listed.
Then you select the unlabeled check boxes in the rows of the orders whose shipments should be created, and click Process on the form toolbar. As an alternative to creating shipments for only selected orders, you can click Process All to prepare shipments for all the listed 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, as well as any other selection criteria to narrow the shipments to be listed.
Then you select the unlabeled check boxes in the rows of the shipments to be confirmed, and click Process on the form toolbar. The system confirms the selected shipment documents. As an alternative to confirming only the selected shipments, you can click Process All to confirm all the listed shipments.
Mass-Creating Invoices
Invoices can be mass-created for sales orders or for the corresponding shipments. To create multiple invoices for sales orders, you open the Process Orders (SO501000) form. To create multiple invoices for shipments, you open the Process Shipments (SO503000) form and select the Prepare Invoice action, as well as any selection criteria to narrow the documents to be listed.
Then you select the unlabeled check boxes in the rows of the sales orders or shipments for which invoices should be created, and click Process on the form toolbar. The system creates invoices for the selected documents. As an alternative to creating invoices for only selected documents, you can click Process All to create invoices for all the listed documents.
Invoices are created for shipment lines and service and miscellaneous lines of orders. These lines can be aggregated in one invoice if the following conditions are met:
- The date of the invoice, which is calculated based on the sales order documents, is the same
- The Bill Separately check box is cleared on the Process Shipments form
- The Bill Separately check box is cleared on the Financial tab of the Sales Orders (SO301000) form
- The following settings are the same on the Sales Orders form for all the sales orders that
are included in this shipment:
- Summary area: Customer, Location, Currency, Currency Rate Type ID, and the currency rate if the Use Currency Rate from Sales Order check box is selected on the Order Types (SO201000) form for orders of the type
- Financial tab: Branch, Customer Tax Zone, Tax Calculation Mode, Terms, Card/Account Nbr., Cash Account (if its value is not empty), and Payment Ref.
- Addressees tab: The settings in the Bill-To Contact and Bill-To Address sections
Mass-Printing Sales Orders
You can print multiple sales orders at a time by using the Print/Email Orders (SO502000) form. In the Selection area on this form, you select the Print Sales Order action and the type of the orders to be printed, as well as any other selection criteria to narrow the orders to be listed.
Then you select the unlabeled check boxes in the rows of the sales orders to be printed, and click Process on the form toolbar. As an alternative to printing only the selected sales orders, you can click Process All to print all the listed sales orders.
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, as well as any selection criteria to narrow the shipments to be listed.
Then you 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. As an alternative to printing pick lists for only the selected shipments, you can click Process All to print pick lists for all the listed shipments.
Mass-Printing Labels
You can mass-print labels for packages included in multiple shipments by using the Process Shipments (SO503000) form. On this form, you select the Print Label action, as well as any selection criteria to narrow the shipments to be listed.
Then you select the unlabeled check boxes in the rows of the shipments for which you need to print labels, and click Process on the form toolbar. As an alternative to printing labels for only the selected shipments, you can click Process All to print labels for all the listed shipments.
Mass-Printing Shipment Confirmations
For multiple shipments with the Open status, you can mass-print shipment confirmations by using the Process Shipments (SO503000) form. On this form, you select the Print Shipment Confirmation action, as well as any selection criteria to narrow the shipments to be listed.
Then you select the unlabeled check boxes in the rows of the shipments for which you need to print shipment confirmations, and click Process on the form toolbar. As an alternative to printing only selected shipment confirmations, you can click Process All to print all the listed shipment confirmations.
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, as well as any other selection criteria to narrow the invoices to be listed.
Then you select the unlabeled check boxes in the rows of the invoices to be printed, and click Process on the form toolbar. As an alternative to printing only the selected invoices, you can click Process All to print all the listed invoices.
Mass-Emailing Sales Orders
You can email multiple sales orders at the same time by using the Print/Email Orders (SO502000) form. To do this for multiple sales orders simultaneously, you select the Email Sales Order action, as well as any other selection criteria to narrow the orders to be listed.
Then you select the unlabeled check boxes in the rows of the orders to be emailed, and click Process on the form toolbar to email the selected orders. As an alternative to emailing only the selected orders, you can click Process All to email all the listed orders.
Mass-Emailing Shipments
You can email multiple shipments at the same time by using the Process Shipments (SO503000) form. To do this for multiple shipments simultaneously, you select the Email Shipment action, as well as any other selection criteria to narrow the shipments to be listed.
Then you select the unlabeled check boxes in the rows of the shipments to be emailed, and click Process on the form toolbar. As an alternative to emailing only the selected shipments, you can click Process All to email all the listed shipments.
Mass-Emailing Invoices
You can email multiple sales invoices at the same time by using the Process Invoices and Memos (SO505000) form. To do this for multiple invoices simultaneously, you select the Email Invoice action, as well as any other selection criteria to narrow the invoices to be listed.
Then you select the unlabeled check boxes in the rows of the invoices to be emailed, and click Process on the form toolbar. As an alternative to emailing only the selected invoices, you can click Process All to email all the listed invoices.
Mass-Allocating Stock Items for Orders
You can mass-allocate or mass-deallocate stock items for sales orders by using the Manage Sales Allocations (SO501010) form. The use of this form makes it easy to change the allocation status of multiple sales order lines without opening each sales order and doing so manually.
To mass-allocate stock items, you select the Allocate Sales Orders action, as well as any other selection criteria to narrow the listed sales order lines. To mass-deallocate stock items, you select the Deallocate Sales Orders action along with the needed selection criteria.
Then you select the unlabeled check boxes in the rows of the sales order lines to be processed and click Process on the form toolbar. As an alternative to processing only selected sales order lines, you can click Process All to process all the listed sales order lines.