The user can change the status of multiple Sales Order lines to Complete. When the Complete Sales Orders command within the Tools menu is selected, the following screen will be displayed.
Initially all Sales Order lines with a status of Part Delivered will be displayed, although the user can change this to ALL SOs by changing the drop-down at the top of the screen.
The user can filter the Sales Order lines further by using the Grid Filters at the top of the screen.
When filtering by date, the user can show orders from a specific date (Order Date =), orders before and including a specific date (Order Date >=), orders after and including a specific date (Order Date <=) or Orders between 2 specified dates (Order Date Between). The last option will allow the user to select a second date in the second calendar box.
The Refresh command must be selected in order to show the filtered results.
The user can select individual Sales Order lines by ticking the appropriate check box next to that Sales Order. They can also select all the filtered results by selecting the check box at the top of the list.
The user also has an option to update any WOs associated with the selected SOs by ticking the option below the grid.
When the required sales orders are ticked, the user can select COMPLETE. A warning message will ask for confirmation of this change.
Selecting "Yes" will change the status of all the ticked Sales Order lines to Completed.