Print/Email Orders

Form ID: (SO502000)

On this form, you can print or email multiple sales orders or quotes. You can process all orders or quotes listed in the table at once or narrow the range of records by selecting a specific salesperson, workgroup, or customer.

Form Toolbar

The form toolbar includes the buttons described below.


Button	Description
Process	Initiates the selected processing (based on the Action that you select) for the documents that you have selected in the table.
Process All	Initiates the selected processing (based on the Action that you select) for all documents that are listed in the table.

Selection Area

In this area, you can specify the criteria for the documents to be displayed in the table below, as well as the action to be applied if you click Process or Process All.


Element	Description
Action	The action to be taken on the processed records if you click Process or Process All on the form toolbar. The action determines the orders that are listed in the table and available for processing. You can select one of the following options: Print Sales Order: When this option is selected, the system lists (and prints during processing) sales orders whose order type has the Sales Order, Transfer Order, Invoice, RMA Order, or Mixed Order automation behavior. Print Quote: When this option is selected, the system lists (and prints during processing) orders whose order type has the Quote automation behavior. Print Blanket Sales Order: When this option is selected, the system lists (and prints during processing) sales orders whose order type has the Blanket Order automation behavior. Email Sales Order: When this option is selected, the system lists (and emails during processing) sales orders whose order type has the Sales Order, Transfer Order, Invoice, or Mixed Order automation behavior. Email Quote: When this option is selected, the system lists (and emails during processing) sales orders whose order type has the Quote automation behavior. Email Blanket Sales Order: When this option is selected, the system lists (and emails during processing) sales orders whose order type has the Blanket Order automation behavior.
Assigned To	A box and the Me check box, which you use as follows to select the user whose orders are listed and available for processing: Select the Me check box to view the orders assigned to you. The box will contain your username. Clear the Me check box and select another username to view the orders assigned to the user. Leave the elements blank to view orders assigned to all users of the selected workgroup or all groups.
Workgroup	A box and the My check box, which you use as follows to select the workgroup whose orders are listed and available for processing: Select the My check box to view the orders assigned to your workgroup or to the selected user in the group. Clear the My check box and select another workgroup in the box to display the orders assigned to the workgroup or to a particular product manager in the selected group. Leave the box blank and clear the check box to view the orders assigned to all workgroups.
Salesperson ID	The particular salesperson related to the sales orders to be listed in the table. Leave the box blank to view the orders of all salespeople.
Order Type	The type of orders to be displayed in the list and available for processing.
Status	The status of orders to be displayed in the list. You can select any of the following statuses: Order, Open, On Hold, Credit Hold, Completed, Canceled, Back Order, Shipping, or Invoiced.
Date Range	The start and end date of the date range for selecting orders by their dates.
Show All	A check box that indicates (if selected) that the system displays all documents that meet the selection criteria, whether or not they have already been printed or emailed. If the check box is cleared, the system narrows the range of listed orders depending on their settings on the Financial tab (Other Information section) of the Sales Orders (SO301000) form as follows: The system lists only documents for which the Printed check box is cleared if the Print Sales Order, Print Quote, or Print Blanket Sales Order action is selected on the current form. The system lists only documents for which the Emailed check box is cleared if the Email Sales Order, Email Quote, or Email Blanket Sales Order action is selected on the current form. By default, this check box is cleared.
Send Documents in One Email	A check box that indicates (if selected) that the system adds the documents as attachments to a single email to be sent to the customer during processing. Attention: You can attach up to 100 documents to one email. If more than 100 documents of a recipient are included in processing, the system creates multiple emails, keeping each email’s attachments within this limit. For example, if 225 documents are being processed for a recipient, the system creates three emails: two emails with 100 documents attached, and one email with 25 documents attached. This check box appears only if Email Quote or Email Sales Order is selected in the Action box.
Combine Documents into One File	A check box that indicates (if selected) that the system combines the processed documents into a single file and attaches it to the email. Attention: You can combine up to 100 documents into one file attached to an email. If more than 100 documents of a recipient are included in processing, the system creates multiple emails, keeping the documents of each attachment within this limit. For example, if 225 documents are being processed for a recipient, the system creates three emails: two emails with 100 documents combined into a single file, and one email with 25 documents combined. This check box is available only if Email Quote or Email Sales Order is selected in the Action box and the Send Documents in One Email check box is selected.
Print with DeviceHub	A check box that indicates (if selected) that when you select a printing action and process documents, the system generates the preview and prints all selected documents using the DeviceHub tool application. This check box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.
Create Print Job per Document	A check box that indicates (if selected) that the system will create a separate print job for each document sent to DeviceHub from the current processing form. You can use this check box, for instance, to prevent two different documents from being printed on different sides of one sheet. If the check box is cleared and you select multiple documents, the system may combine them into a single print job based on the type of the printed documents. This check box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.
Define Printer Manually	A check box that indicates that you want to specify the printer to be used for printing documents. If the check box is cleared, the printer is automatically defined by the system. This check box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.
Printer	The identifier of the printer to be used for printing documents. This box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form. The box is available for selection if the Define Printer Manually check box is selected.
Number of Copies	The number of copies of each document to be printed via DeviceHub. This box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.

Table

This table lists all the sales orders that match the selection criteria you have specified. You can process all listed items or only those you select.

The table toolbar has only standard buttons.


Column	Description
Included	An unlabeled check box that you select to include the order for processing if you click Process.
Order Type	The type of the order.
Order Nbr.	The reference number of the order.
Description	The description provided for the order.
Customer Order Nbr.	The reference number of the original customer's order.
Status	The status of the order.
Requested On	The date when the order should be fulfilled.
Sched. Shipment	The date when the order should be shipped.
Customer	The customer, by its ID, that has initiated the order.
Customer Name	The name of the customer.
Location	The location of the customer related to the order. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Location Name	The name of the customer location. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Preferred Warehouse ID	The warehouse from which the sales order will be shipped.
Description	The description of the warehouse.
Ship Via	The ship via code associated with the carrier through which the order should be shipped.
Description	The description of the ship via code.
Shipping Zone	The shipping zone of the customer.
Workgroup	The workgroup assigned to handle the order.
Owner	The employee who is the default owner of the workgroup.
Order Weight	The weight of the order.
Order Volume	The volume of the order.
Ordered Qty.	The total quantity of items on the order.
Currency	The currency of the order.
Order Total	The total amount specified on the order.
Emailed	A check box that indicates (if selected) that the order was emailed.