Update Standing Orders

Use this form to create sales orders based on start/end date and frequency parameters that are defined when the order is set up using the Standing Order Maintenance form.

When you generate sales orders using this form, Greentree Desktop advances the Next Action Date for each standing order to the next date, using the frequency and frequency type that is setup for the standing order.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Update log

Enter or select a name or description for the process run, up to 20 alphanumeric characters.

Action date

Enter a date so that all standing orders with a Next Action Date less than or equal to this date displays and available to select for update. The default value is today's date.

Standing Order List

This field displays the details of all standing orders with a Next Action Date less than or equal to the Action Date. To include orders in the update process, select the Selected box with the order line. Use Select All or Unselect All to update the value of the Selected option for all orders in the list.

As you select standing orders for update, they default to the Update From tab.

Click the Save icon to run the process and create orders. Standing Order defaults as the Customer Order Number for all orders generated by this process.

Note: If there is insufficient inventory to meet the order requirements, the Insufficient Inventory Available form displays as the process runs. You can select an action for the order.

To view the orders that have been created by the process, clear the form and select the Reference of the update to review. The table displays details about the update including the order number that was generated and the value of the order. Click Print Log to print details in the table.