Manual:Accounts Receivable - Revision history

Pamm: /* Sales Order */

2026-05-27T21:01:32Z

Sales Order

← Older revision		Revision as of 21:01, 27 May 2026
Line 21:		Line 21:
	:*'''Print Label''' – creates shipping label		:*'''Print Label''' – creates shipping label
	:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment		:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment
	:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.		:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed
	:*'''Back Orders''' – generates a back order report showing what has shipped and what hasn't shipped.		:*'''Back Orders''' – generates a back order report showing what has shipped and what hasn't shipped

	'''Copy An Order'''		'''Copy An Order'''

Pamm: /* Sales Order */

2026-05-27T21:01:09Z

Sales Order

← Older revision		Revision as of 21:01, 27 May 2026
Line 22:		Line 22:
	:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment		:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment
	:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.		:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.
	:*'''Back Orders''' – generates a back order report showing what has shipped and ~~wasn't~~ hasn't shipped.		:*'''Back Orders''' – generates a back order report showing what has shipped and what hasn't shipped.

	'''Copy An Order'''		'''Copy An Order'''

Pamm: /* Accounts Receivable */

2026-05-27T20:52:30Z

Accounts Receivable

← Older revision		Revision as of 20:52, 27 May 2026
Line 22:		Line 22:
	:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment		:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment
	:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.		:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.
	:*'''Back Orders''' – generates a back order ~~number~~ and ~~report for the order lines not yet~~ shipped.		:*'''Back Orders''' – generates a back order report showing what has shipped and wasn't hasn't shipped.

	'''Copy An Order'''		'''Copy An Order'''

Pamm: /* Accounts Receivable */

2026-05-27T20:45:27Z

Accounts Receivable

← Older revision		Revision as of 20:45, 27 May 2026
Line 22:		Line 22:
	:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment		:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment
	:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.		:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.
	:*'''Back Orders''' – generates a back order number for the order lines not yet shipped.		:*'''Back Orders''' – generates a back order number and report for the order lines not yet shipped.

	'''Copy An Order'''		'''Copy An Order'''

Pamm: /* Sales Order */

2026-05-27T20:15:33Z

Sales Order

← Older revision		Revision as of 20:15, 27 May 2026
Line 21:		Line 21:
	:*'''Print Label''' – creates shipping label		:*'''Print Label''' – creates shipping label
	:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment		:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment
	:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order ~~lines~~ without impacting inventory counts and drops lines off open order lines report and open orders if all are closed.		:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed.
	:*'''Back Orders''' – generates a back order number for the order lines not yet shipped.		:*'''Back Orders''' – generates a back order number for the order lines not yet shipped.

Pamm: /* Accounts Receivable */

2026-05-27T20:14:48Z

Accounts Receivable

← Older revision		Revision as of 20:14, 27 May 2026
Line 21:		Line 21:
	:*'''Print Label''' – creates shipping label		:*'''Print Label''' – creates shipping label
	:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment		:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment
			:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order lines without impacting inventory counts and drops lines off open order lines report and open orders if all are closed.
			:*'''Back Orders''' – generates a back order number for the order lines not yet shipped.

	'''Copy An Order'''		'''Copy An Order'''

Pamm: /* Order Hold */

2025-09-22T20:48:48Z

Order Hold

← Older revision		Revision as of 20:48, 22 September 2025
Line 45:		Line 45:
	'''Menu Location:''' Inventory / Inventory Order / Order		'''Menu Location:''' Inventory / Inventory Order / Order

	~~Check the~~ Hold Open check box on the Order Screen ~~to put an order on hold~~. The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked.		The Hold Open check box on the Order Screen is for filtering purposes. The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked allowing fulfilled orders to remain on these reports as if they were open.

	===Inventory Receipt===		===Inventory Receipt===

Pamm at 20:45, 22 September 2025

2025-09-22T20:45:10Z

← Older revision		Revision as of 20:45, 22 September 2025
Line 45:		Line 45:
	'''Menu Location:''' Inventory / Inventory Order / Order		'''Menu Location:''' Inventory / Inventory Order / Order

	Check the Hold Open check box on the Order Screen to put an order on hold ~~(order will not be filled until check is removed)~~. The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked.		Check the Hold Open check box on the Order Screen to put an order on hold. The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked.

	===Inventory Receipt===		===Inventory Receipt===

Pamm: /* Order Hold */

2025-09-22T19:19:41Z

Order Hold

← Older revision		Revision as of 19:19, 22 September 2025
Line 45:		Line 45:
	'''Menu Location:''' Inventory / Inventory Order / Order		'''Menu Location:''' Inventory / Inventory Order / Order

	Check the Hold Open check box on the Order Screen to put an order on hold (order will not be filled until check is removed). The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked.		Check the Hold Open check box on the Order Screen to put an order on hold (order will not be filled until check is removed). The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked.


	===Inventory Receipt===		===Inventory Receipt===

Pamm: /* Accounts Receivable */

2025-09-22T19:19:11Z

Accounts Receivable

← Older revision		Revision as of 19:19, 22 September 2025
Line 41:		Line 41:
	3. Check either box that applies and then click OK<br>		3. Check either box that applies and then click OK<br>
	4. After clicking OK, you will then see the ReportPreview, which you can then either save or print.<br>		4. After clicking OK, you will then see the ReportPreview, which you can then either save or print.<br>

			===Order Hold===
			'''Menu Location:''' Inventory / Inventory Order / Order

			Check the Hold Open check box on the Order Screen to put an order on hold (order will not be filled until check is removed). The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked.


	===Inventory Receipt===		===Inventory Receipt===