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defining the process orders form

Process options are selected, ranges set and Go is clicked to populate the grid with sales orders and credit notes to be processed. Unticking the Process box will exclude those records from processing or the Waste Bin can be used to remove records.

Options for the form are saved by user and the form is loaded with the options that were last used by that user.

Process Options

Field	Description
Back to Back Type	Options to select from are Normal (non B2B), Back to Back, or Multi Back to Back
Billing Type	Select from All, Ship & Bill, Bill Complete and Ship Complete
BO Mode	Select from All, Automatic and Manual
Invoice Type	Options are All, Tax Inclusive and Tax Exclusive. Defaults to All when loading the form
Specific Warehouse	Process for all warehouses or click Specific and select the relevant warehouse
Print Process Report	Ticking this field exposes the field to select the report name and printer
Orders Debtor by Name	Tick to display in account name order
Sales Order Printing	Options are None, Print Invoices Only, Print All Sales Reports. Invoice printing documents are set up in the sales order form under Printer Setup
Process Payments Only	Tick this box if its only payments on sales order that are to be processed at this time. Leaving the box unticked, processes the sales orders and credit notes in the grid as well as any payments on those sales orders

Ranges

Process Batch Filter	Select from search window to change. Jiwa Standard Processing Filter is the one that ships with the product
Invoice No	Defaults to first and last records in the database. Select from the search window to change selection
Debtor Name or Debtor Number	Displays first and last debtors in the database. Select from search window to change
Date	Prompts to first and last initiated dates in the database
Staff	Displays first and last staff member. Relevant field on the sales order form is Staff Member
Branch	First and last records in the database. Relevant field on the sales order is Sales Division. Is controlled by the Invoicing system setting BranchInvoicing

Details

Invoice No	Invoice numbers that meet the selection criteria
History No	The snapshot history of the sales order for processing
Date	The initiated date of the sales order or creation date of the snapshot history
Debtor Account No.	Customer account number
Debtor Name	Customer account name
Process	Tick or untick this box to control processing
	Click this icon to remove orders not to be processed from the grid
Remark	Displays the reason should a sales order not process

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