group sales orders

This function allows selected sales orders for a customer to be grouped into one or more parent sales orders. The status of the merged (child) sales orders is changed to Closed.

For Processed sales orders:

• the ordered quantity on the child (merged) sales order is set to the delivered quantity and the back order amount set to zero
• the parent sales order adopts the new lines with the quantity ordered equal to the back order amount, the delivered quantity set to zero and the original back order record directed to the new parent order line

For Open sales orders:

• where back orders from a snapshot > 1 are moved to an unprocessed parent sales order, the original back order records are deleted. Process Sales Orders will create the required back order records. The back order records inherit the back order MODE of the parent order.

The criteria for sales orders that can be grouped are:

• Billing type of Ship & Bill only; and
• Grouped by status - i.e. Open or Processed

• Selecting the relevant sales orders and using Group Selected
• Using Group All to group all sales orders to the first sales order in the list
• Manually, by dragging and dropping sales orders as required

 To remove a sales order from being grouped, right click the sales order in the Grouped Orders pane and click  

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