About Orders, Shipments, and Invoices
About Posting Orders, Posting Invoices, and Posting Shipments
As you process orders and shipments, Order Entry displays the completion status of each order and each detail on the O/E Order Entry screen.
You can ship a whole order at once, or in parts. An order is completed when all its details are fully shipped.
If the items in a detail are fully shipped, during posting the program:
When you run Day End Processing, the program assigns the session date as the completion date for completed orders.
If you want to complete an item detail line and the item is partially shipped or you have not shipped any of the units ordered for the item detail, you must set the backordered quantity to zero before you post the order or shipment.
You can change the backordered quantity in the Order Entry screen.
When you cancel the unshipped units by zeroing the backordered quantity, the program:
The unshipped quantity will be listed as lost sales on the Sales Statistics screen and on the Sales Statistics report after the order is processed by posting or by Day End Processing.
Note: If the order consists of just one line and no items have been shipped, you should simply delete the order. You do not need to change the backordered amount or Completed status.
You can add new detail lines to any completed orders that have not been cleared. If you add new lines, the order is no longer complete, and Order Entry resets the order status.
Completed orders are cleared from the system using one of two methods:
Until deletion, you can use the completed data to answer customer inquiries, copy it to issue repeat orders, or use it for other purposes.