Process Orders

• Create Shipment: Creates a shipment for each processed order that has a status of Open.

  During this processing for any order, if no shipment is created because of the shipping rules specified for the order and the order lines, the status of this order changes to Back Order. If the Replan Back Orders check box is selected on the Inventory Preferences (IN101000) form, you can run the process of creating shipments for back orders after the purchase receipts for the appropriate items have been released. If the Replan Back Orders check box is not selected, you need to open the back orders first. For more information, see Shipping Rule Combinations.

• Open Order: Opens each processed sales order with the Back Order status.
• Remove Credit Hold: Removes the credit hold for each processed sales order if the customer passes the credit check.
  Attention:

  If the customer specified in a sales order has the Credit Hold status on the Customers (AR303000) form, the order cannot be moved from the Credit Hold status; it remains unprocessed. The status of the sales order can be changed only when the customer's status is no longer Credit Hold.
• Prepare Invoice: Generates an invoice for each processed order that has the Closed status.
• Cancel Order: Cancels a processed order of any status.
• Create and Authorize: Creates a credit card payment with a pre-authorized transaction in the amount in the Unpaid Balance column for each processed sales order (that is, its unpaid balance), and then fully applies the payment to the sales order.

  This option appears if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

• Create and Capture: Creates a credit card payment with a captured transaction in the amount in the Unpaid Balance column for each processed sales order, and then fully applies the payment to the sales order.

  This option appears if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

  If the MYOB Payments feature is enabled on the Enable/Disable Features (CS100000) form and you select this option to create a payment, the system calculates the tax amount and the subtotal amount based on the following amounts of the sales order:

  • Tax Total in the Summary area of the Sales Orders (SO301000) form
  • Applied to Order on the Payments tab of the Sales Orders (SO301000) form
  • Order Total in the Summary area of the Sales Orders (SO301000) form

  This data is sent to the payment gateway and then further to the card network. For details, see Level 2 Data Transmission During Card Payments.

• Create Child Orders: Creates a sales order for each group of line splits in a blanket sales orders that has a nonzero quantity and a scheduled order date earlier than or the same as the current business date.
• Process Expired Order: Validates blanket sales orders. If the expiration date of the orders is earlier than the current business date, the system assigns the Expired status to the orders. If the expiration date of the orders is later than or the same as the current business date, the orders keep the current status.
• Create Payment Link: Creates a payment link for each processed sales order. When you select this action, the table is limited to the sales orders that are ready for payment link creation—that is, the sales orders that meet all of the following conditions:
  • The Unpaid Balance amount is positive.
  • The status is one of the following: On Hold, Credit Hold, Awaiting Payment, Open, Pending Processing, Back Order, or Shipping.
  • The customer specified in the sales order is not excluded from payment link processing. That is, the Exclude from Payment Link Processing check box is cleared on the General tab of the Customer Classes (AR201000) form for the customer class of the customer.
  • A processing center is specified for the sales order on the Payment Links tab of the Sales Orders (SO301000) form.

  This option appears if the MYOB Payments feature is enabled on the Enable/Disable Features (CS100000) form.

• Ship Date: To select documents by the date of planned shipment specified for each order line in the Ship On column on the Details tab of the Sales Orders (SO301000) form.
• Cancel By: To select documents by the date of order cancellation
• Order Date: To select documents by their creation dates

The date of the shipment or shipments to be created. By default, it is the current business date, but you can change it to another date.

This box appears if the Create Shipment option is selected in the Action box.

The customer involved. Leave the box blank to view orders (that should be fulfilled) from various customers.

The warehouse from which the orders should be shipped.

This box appears if the Create Shipment option is selected in the Action box.

The date on which a child order should be generated for the line split of the blanket sales order.

The expiration date of a blanket sales order.

The sum of all payments that have been applied to the sales order.

The amount of the sales order that has not been paid yet.

The credit terms used in relations with the customer.

The customer location from which the goods or services were ordered.

This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.