Difference between revisions of "What does the Customer/Supplier Order Summary Screen Show?"
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== More Information == | == More Information == | ||
| − | The {{Button|Order Summary}} option allows you to view a list of customers/suppliers with orders in progress. These will be any orders which have not been fully processed. See [[What do the Column Headings Mean in Process Orders?]] for an explanation of what the processes are. Sales Orders will remain in the Summary until they have been invoiced. | + | The {{Button|Order Summary}} option allows you to view a list of customers/suppliers with orders in progress. These will be any orders which have not been fully processed. See [[What do the Column Headings Mean in Process Orders?]] for an explanation of what the processes are. Sales Orders will remain in the Summary until they have been invoiced. |
=== Customer Order Summary === | === Customer Order Summary === | ||
Go into {{Menu|{{SO}}|Add/Edit/Process Sales Orders}}. | Go into {{Menu|{{SO}}|Add/Edit/Process Sales Orders}}. | ||
* Leave the {{DataPrompt|Customer}} field blank and press {{KeyPress|F4}}. | * Leave the {{DataPrompt|Customer}} field blank and press {{KeyPress|F4}}. | ||
| − | * For each customer you will be able to see the number of orders waiting to be processed and their Nett value. | + | * For each customer you will be able to see the number of orders waiting to be processed and their Nett value. |
| − | * Select the account to process and press {{KeyPress|F2}}. | + | * Select the account to process and press {{KeyPress|F2}}. |
* You can now process the order or orders as usual following the steps in [[Processing a Sales Order]]. | * You can now process the order or orders as usual following the steps in [[Processing a Sales Order]]. | ||
| − | |||
=== Supplier Order Summary === | === Supplier Order Summary === | ||
Go into {{Menu|{{PO}}|Add/Edit/Process Purchase Orders}}. | Go into {{Menu|{{PO}}|Add/Edit/Process Purchase Orders}}. | ||
* Leave the {{DataPrompt|Supplier}} field blank and press {{KeyPress|F4}}. | * Leave the {{DataPrompt|Supplier}} field blank and press {{KeyPress|F4}}. | ||
| − | * For each supplier you will be able to see the number of orders waiting to be processed and their Nett value. | + | * For each supplier you will be able to see the number of orders waiting to be processed and their Nett value. |
| − | * Select the account to process and press {{KeyPress|F2}}. | + | * Select the account to process and press {{KeyPress|F2}}. |
* You can now process the order or orders as usual following the steps in [[Processing a Purchase Order]]. | * You can now process the order or orders as usual following the steps in [[Processing a Purchase Order]]. | ||
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* [[What do the Column Headings Mean in Process Orders?]] | * [[What do the Column Headings Mean in Process Orders?]] | ||
| − | {{KB_Tags|order, summary, outstanding, customer, supplier}} | + | {{KB_Tags|order, summary, outstanding, customer, supplier}} |
| − | {{ | + | {{Guide}}{{Hint}}{{KB_OP}} |
Latest revision as of 12:16, 21 December 2018
Contents
Summary
This article explains what the Customer/Supplier Order Summary option will show you in Sales/Purchase Order Processing: " Sales Order Processing Add/Edit/Process Sales Orders" and " Purchase Order Processing Add/Edit/Process Purchase Orders"
More Information
The [Order Summary] option allows you to view a list of customers/suppliers with orders in progress. These will be any orders which have not been fully processed. See What do the Column Headings Mean in Process Orders? for an explanation of what the processes are. Sales Orders will remain in the Summary until they have been invoiced.
Customer Order Summary
Go into " Sales Order Processing Add/Edit/Process Sales Orders".
- Leave the "Customer" field blank and press <F4>.
- For each customer you will be able to see the number of orders waiting to be processed and their Nett value.
- Select the account to process and press <F2>.
- You can now process the order or orders as usual following the steps in Processing a Sales Order.
Supplier Order Summary
Go into " Purchase Order Processing Add/Edit/Process Purchase Orders".
- Leave the "Supplier" field blank and press <F4>.
- For each supplier you will be able to see the number of orders waiting to be processed and their Nett value.
- Select the account to process and press <F2>.
- You can now process the order or orders as usual following the steps in Processing a Purchase Order.
See also
- Processing a Sales Order
- Processing a Purchase Order
- What do the Column Headings Mean in Process Orders?
