Sales of Non-Stock Items with Shipping: Mass-Processing of Documents

The following sections explain how to process multiple sales 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-created for sales orders. To create 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 selection criteria to narrow the listed sales orders.

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 shipments for the selected sales orders. As an alternative to creating shipments for only the selected orders, you can click Process All to create shipments for all the listed orders.

Mass-Confirming Shipments

Shipments can be mass-confirmed. 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 listed shipments.

Then you select the unlabeled check boxes for the shipments to be processed, and click Process on the form toolbar. The system confirms the selected shipment documents. Instead of confirming only the selected shipments, you can click Process All to confirm all the listed shipments.

Mass-Creating Invoices

Sales invoices can be mass-created for sales orders or for the shipments that correspond to sales orders. To create multiple sales invoices for sales orders, you open the Process Orders (SO501000) form. To create multiple sales invoices for shipments, you open the Process Shipments (SO503000) form.

On either form, you select the Prepare Invoice action, as well as any other selection criteria to narrow the listed documents. Then you select the unlabeled check boxes for the sales orders or shipments to be processed, and click Process on the form toolbar. The system prepares invoices for the selected documents. Alternatively, you can click Process All to create invoices for all the listed documents.

Mass-Printing Pick Lists

For multiple shipments with the On Hold or Open status, 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 other selection criteria to narrow the listed shipments.

Then you select the unlabeled check boxes for 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 documents.

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 listed sales invoices.

Then you select the unlabeled check boxes for the sales invoices to be printed, and click Process on the form toolbar. As an alternative to printing only the selected sales invoices, you can click Process All to print all the listed sales invoices.