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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


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 user name. Clear the Me check box and select another user name 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 salespersons.
Customer	The particular customer whose sales orders you want to view and possibly process. Leave the box blank to view the orders of all customers. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
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.
Start Date	The start date of the date range for selecting orders by their dates.
End Date	The end date of the date range for selecting orders by their dates. By default, the system inserts the current business date.
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.
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 the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Sales Order, Print Quote, or Print Blanket Sales Order 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 the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and the Print Sales Order, Print Quote, or Print Blanket Sales Order 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 the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and the Print Sales Order, Print Quote, or Print Blanket Sales Order 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 check box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and the Print Sales Order, Print Quote, or Print Blanket Sales Order 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 includes only standard buttons. For the list of standard buttons, see Table Toolbar.


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	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 ID	The customer, by its ID, that has initiated the order.
Customer Name	The name of the customer.
Location ID	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.