Reviewing the Status of Open Sales Orders

Warehouse workers use the Open Order Status Review Queue to verify which shipping tickets have printed. Sales personnel also use this queue to review the current status of orders. Accounting personnel use the queue to check which orders are on credit hold, but otherwise ready to print.

Use the Remove Orders from the OOSRQ When Prt Status Changed To control maintenance to remove orders from this queue when the print status has changed to a specific print status. If you cannot locate an order in this queue and you are unsure if the order is in a print status which may remove it from the queue, you can check this control maintenance record.

To review the status of open orders:

From the Orders > Queues menu, select Open Order Status Review Queue.
In the Br field, press F10 and specify one or all branches whose orders you want to list.
In the Sel Items field, press F10 and select All or the type of orders to list:

Select Printed to list orders that should have printed, but have not been confirmed using this queue.
Select Credit to list orders that did not print because of a credit hold. Selecting this option enables the adjacent Crdt Mgr field. If the Display Credit Manager Column For Credit Items control maintenance record is set to Yes, the Credit Manager column displays in the queue when you select this option. If it is set to No, the Picker column displays instead.
Select Unavailable to list orders that should ship, but cannot because products are unavailable. A sales manager or expediter should review these orders.
You can also select orders by an In-Process Status that your company has defined, such as PICKING, PACKING, or STAGING. These statuses are often used with radio-frequency (RF) barcode automation.

In the PrcBr field, press F10 and specify one or all pricing branches whose orders you want to list.
If you used the Sel Items field to select Credit problem orders, you can limit the listing by using the Crdt Mgr field to specify a credit manager or a credit message group. Also, if a message group named "Credit" exists, it is automatically notified when an order with a Credit status displays in the queue.

Note: In order to access the Crdt Mgr field, you must have previously selected Credit in the Sel Items field.

Review the column information listed below. Some columns vary, depending on how you have selected the orders you want to review.

Column	Displays...
Order#	order number.
Customer	customer name.
S	the order's status.
Date/Time	date and time the order's current status began.
Status	the order's current status within the system; for example, Printed, or an In-Process Status, such as PACKING.
Via	the order's current ship via.
Order Tot	total amount of order.
Picker	any order picker assigned.
Crdt Mgr	the credit manager assigned to the order.

Use hot keys, as needed:

To...	Use this hot key...
open the selected order for viewing	View
open the selected order for editing	Edit
confirm that the shipping ticket printed (removes order from the queue)	Confirm Prt Note: Via Review orders are treated the same as credit holds and are not removed from the queue. Do not use with RF.
release the hold on the order, so it can be printed	Rel Hold You must be authorized to release a credit hold. If releasing an Unavailable Product hold, you must be authorized to over-commit inventory. Note: You are prompted to change the ship date to the current date. Enter Y to change the date; enter N to leave the date as is. For more information, see How the System Prints Orders Released from Credit Hold.
clear the selected hold order from the queue	Clr Hold Unless the order is edited or circumstances change, the order reappears in the queue the next time.
reprint a lost or damaged shipping document	Reprt The Order Reprinting Options screen displays.
resort the order list (by ascending entry date and time, for example)	Sort Note: When sorting by Order Status, orders with a Pick Up Now status display first, and all other statuses display alphabetically.
print the queue listing	Prt
find and move the cursor to the invoice you specify	Find
perform a credit override or deny credit	Cred Override Managers can do an A/R Inquiry, then release the selected order's credit hold by specifying a Credit Override Amount.
toggle your view between the Picker and Crdt Mgr (Credit Manager) columns	Tgl View