Changing the Status on Sales Orders

The Status screen details when and how various shipments leave your warehouse. For each order generation, you specify an order status specific to the products on that generation.

This screen displays automatically after you press Esc to save the Body screen information. If any Header screen information is required, you must also enter and save that before the Status screen displays.

Note: When a sales order status is changed to Invoice, the order is removed from the Open Order Status Review Queue.

As an order moves through the system, there may be cause to change the status based on what is happening. For example, an order is opened as a Call When Specified, but the customer is in the area on business and can pick up with inventory. The status changes to Pickup Now.

You must be assigned the SOE.OPEN.ORDER.EDIT authorization key to change the order status.

To change the status on a sales order:

Locate the order for which you need to change the status.
Press Esc to display the Status screen.
In the Order Status field, press F10 and select the order status you want to use.
Complete any additional fields that require entry. For example, if you select Ship On, you are required to enter a date in the ShipDate field.
Press Esc to save your changes and exit the screen.