About Order Completion

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:

• Sets the Completed field for the order detail to Yes on the O/E Order Entry screen.
• Sets the Completes Order field for the shipment detail to Yes on the Shipment Entry screen.

When you run Day End Processing, the program assigns the session date as the completion date for completed orders.

Completing Orders by Canceling Backordered Quantities

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:

• Sets the Completed field for the order detail to Yes on the O/E Order Entry screen.
• Sets the Completes Order field for the shipment detail to Yes on the Shipment Entry screen.

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.

Adding new details to completed orders

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.

Clearing Completed Orders

Completed orders are cleared from the system using one of two methods:

• If you did not select the Keep Transaction History option, Day End Processing automatically removes all orders that have been completed since you last performed day-end processing.
• If you selected the Keep Transaction History option, you use the Clear History screen to clear all orders with a completion date through the date you specify. For example, you can specify that all transactions through September 30, 2011, should be cleared.

Until deletion, you can use the completed data to answer customer inquiries, copy it to issue repeat orders, or use it for other purposes.