To check availability for all orders:Use the Check Availability for All Orders process to compare shipping dates against stock availability for all open sales orders. Running this process regularly helps keep the Customer Calling Queue up to date. Review your Customer Calling Queue frequently, so you can call your customers promptly.
This phantom process selects orders with an order status of:
Call When Specified, if within the specified time frame.
Call When Complete, if the product inventory is now available.
Call When Available, if the product inventory is now available.
Similarly, the process selects the following ship status orders, if they have suitable inventory or dates:
Ship When Complete
Ship When Available
Ship When Specified
Before printing the shipping tickets for the ship status orders, the process checks product availability and customer credit status. If there is a problem with either, the order status is changed to Call When Complete.
The Check Availability for All Orders process is routinely set up during installation, but you can reschedule the process as needed. This process is controlled using a standard Phantom Scheduler screen. For more information on the screen options, refer to the Phantom Scheduler topics.
To check availability for all orders:
From the Orders menu, select Check Availability for All Orders.
Enter a Start Time and Start Date for the process.
If desired, enter an Expire Date, after which the process is no longer rescheduled. Leave this field blank to continue rescheduling the process indefinitely.
Use the Reschedule fields to specify when the process should automatically repeat. For example, enable the Daily field to repeat the process every day.
If you want the process to run more than once a day, use the Repeat fields to specify how often the process is repeated.
When you are satisfied with your settings, press Esc to check availability.
See Also: