To Configure Quick Processing for an Order Type

In MYOB Acumatica, you can simplify multistep processing of orders of a particular order type by configuring quick processing for this order type on the Order Types (SO201000) form.

To Configure Quick Processing for an Order Type

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the identifier of the order type for which you want to allow quick processing.
  3. On the Template tab, select the Allow Quick Process check box.
  4. On the Quick Processing tab, which appears, do the following to specify the settings that determine which steps the system will perform when a user is quick processing an order of this type:
    • In the Shipping section (if applicable for this order type):
      • Select the Print Pick List check box if the system must print a pick list for a shipment associated with the order.
      • Select the Confirm Shipment check box if the system must confirm a shipment associated with the order.
      • Select the Print Labels check box if the system must print labels for a shipment associated with the order.
      • Select the Print Shipment Confirmation check box if the system must print a shipment confirmation for a shipment prepared for the order.
      • Select the Update IN check box if the system must update item availability information in the Inventory module.
    • In the Invoicing section (if applicable for this order type):
      • Select the Prepare Invoice check box if the system must prepare a Sales Orders invoice.
      • Select the Print Invoice check box if the system must print the prepared Sales Orders invoice.
      • Select the Email Invoice check box if the system must send the prepared Sales Orders invoice to customer by email.
      • Select the Release Invoice check box if the system must release the prepared Sales Orders invoice.
    • In the Printing Settings section:
      • Select the Print with DeviceHub check box if the system must generate a preview and print all selected documents by using the DeviceHub application.
      • Select the Define Printers Manually check box, and specify the printer in the Printer box if the orders of this type should be printed on a particular printer. (If the check box is cleared, the system selects the printer automatically.)
  5. Select the Open All Created Documents in New Tabs check box if you want the prepared documents to be automatically opened in new browser tabs after quick processing completes.
  6. Optional: Select the Download All Created Printable Documents if you want to automatically download the prepared printable forms when a user opens the browser tabs after quick processing completes.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note the following about the settings on the Quick Processing tab:

  • The Shipping section appears for the order types that have the Process Shipments check box selected on the Template tab.
  • The Invoicing section appears or any order types that have the AR Document Type on the Template tab set to Invoice, Debit Memo, Credit Memo, Cash Sale, or Cash Return.
  • The Download All Created Printable Documents check box is available for selection only if the Open All Created Documents in New Tabs check box is selected.
  • The Printing Settings section appears only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form, and any of the following check boxes is selected on this tab: Print Pick List, Print Labels, Print Shipment Confirmation, and Print Invoice.