Sales Order Management -Sales Order Workarounds
Sales Orders Workaround in Sales Order Management
Sales Order Management can be used to facilitate the processing of a Sales Order from Workshop IQ to Point of Sale, when parts exist in the Service Parts and Labour page, a Sales Order has been created in the PXI back end, these are visible in the Sales Order Management DataGrid, and will have an On Hold status
A user can change the status of the job to enable the Sales Order to be opened in Point of sale and completed, depending on the issue a user has, selecting the correct status change is vital to the outcome, if the 500 server error is showing in Workshop IQ, changing the status to 30 or 40 (DO NOT USE A HIGHER STATUS) is the most common way to retrieve the sale into Pont of Sale, Note: a job with a Suspended status cannot have the status changed.
If a Sales Order has the Status of Being Ent’d, this usually means it is open on a PC or has been closed mid entry and needs to be recovered, changing the status will solve this issue.
Highlight the Sales Order and change the status
In Point of Sale, select Resume > Picking Slip, and Select to open the sale on screen
The sale can now be Tendered.
Related Articles
Sales Order Management Statuses
Status Status Description Status Reason Stock Committed Solution 0.0 Being Ent'd The sale has been prematurely closed by the system or exiting the screen YES In sales order management, change the status to 30 and retrieve from Resume all Orders in ...Despatching Picking Slips in Sales Order Management
Despatching Picking Slips in Sales Order Management Step 1. To Despatch an Order from a Printed Picking Slip to an invoice, start by going to Sales Order Management and highlighting the sales order, and clicking Despatch. Step 2. If there are parts ...Invoicing from Sales Order Management
Sales Order Management – Despatch type Invoice Go to Sales Order Management, and click on Entry, you will see today’s date and click OK. Enter F in the customer field, this will open all Suspended Sales Orders, find the sales order and select it. You ...Sales Order Status codes
sosd_status sosd_description 00 Being Entered 01 Periodic Order 02 Quotation 03 Request for ...PZ Management - Link the PO to a Sales Order- 07-24
PZ Management - Link a Sales Order PZ Buy in item to a Purchase Order A PZ Part Purchase Order is typically created by the store to allow the purchase and selling of a Pedders Non-Stocked item to their customer, the PZ Purchase Order creates a Batch ...