Manual:Accounts Receivable: Difference between revisions
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[[Category | [[Category:Applications]] | ||
=Accounts Receivable= | =Accounts Receivable= | ||
===Sales Order=== | ===Sales Order=== | ||
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:*'''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 | |||
:*'''Back Orders''' – generates a back order report showing what has shipped and what hasn't shipped | |||
'''Copy An Order''' | |||
#Navigate to the order to copy | |||
#Click the Other Actions icon (ellipses) on the Toolbar and select Copy Record | |||
#Click OK on the pop-up message to see the newly copied order | |||
===Open Orders=== | ===Open Orders=== | ||
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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 | |||
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=== | ||