Process Orders

• Create Shipment: Creates a shipment if the order 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 the sales order with the Back Order status.
• Remove Credit Hold: Removes credit hold for the sales order if the customer passes the credit check.
• Prepare Invoice: Generates an invoice if the order has the Closed status.
• Cancel Order: Cancels an 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 the 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 the 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 form.

• 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 equal to 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 then or same as the current business date, the orders keep the current status.

• 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.