You are here: Sales > Processing Orders

Processing orders

Process Orders can be used to do two things. Firstly it can be used to independantly process payments received with a sales order. Secondly it is used to process sales orders and credit notes updating the debtor record and General Ledger. Sales orders and credit notes remain open and can be changed until Process Orders is run. Processing can be run from the sales order screen (process payments only is not available from this screen) or from the Sales Processing Process Orders menu option. Sales orders and credit notes will only process where the Order Type is:

Invoice Order - from either the sales order screen or from the menu
Active Order - only from the sales order screen

Where UsePicking is operating and lines are not ticked as picked, processing the sales order from the screen errors with "Unable to process. Not all non-zero delivery lines are picked". This sales order will not appear for processing when running the process from the menu.

Where Process Payments Only box is ticked, the process creates or appends to Cash Receipts batches. The payment details in the sales order are disabled and cannot be altered.

When Process Payments Only box is unticked, the system processes selected orders and credit notes and updates the following:

back order system
Debtors module and General Ledger
invoice history - takes a snapshot of the invoice or credit note. This version of the transaction includes details of the inventory items supplied on the order, quantities and value of stock placed on back order, together with user ID and date and time of saving
creates or appends to Cash Receipts batches depending on system settings

After processing, orders and credit notes are noted with the status:

Closed - all stock ordered has been supplied
Processed - at least one item of stock has been placed on back order

Defining the Process Order Form

Processing Orders from the Menu

Processing from the Sales Order Screen

Processing Creating Cash Book Receipts

Defining Process Orders Form

Processing Orders from the Menu

Processing Payments Only

Processing from the Screen

Cash Book Receipts

Open topic with navigation