Confirming an order

  1. Click Sales Orders>Invoices>Order Confirmation.
  2. In the Document field, specify the number of the order you want to confirm.
  3. (Optional)  If multiple warehouses exist on the order, you must select the warehouse or warehouses to confirm before you can select a confirmation method. Select a warehouse to confirm if more than one warehouse appears on the order.
  4. The Assume Shipment window is displayed after you open a document in Order Confirmation. Select the shipping options for confirmation.Refer to the Choosing a confirmation method topic for details.
  5. Choose a confirmation method:

  1. (Optional) Based on settings for Confirmation in SO Entry Options F/M, the system displays a window for entry of the invoice date and ship date for the order you are confirming.

    In the     Invoicefield specify the confirmation date.
  2. In the Shipped field specify the date the order ships.
  3. In the Ship-tofield, the system displays the ship-to code entered on the sales order along with the full ship-to address. Edit the ship-to code, if necessary. If a customer requests to have an order shipped to an address other than its usual shipping address, use the Temporary Ship-to feature to facilitate this request. You can press F2 to search.
  4. Based on the shipping option for confirmation, confirm the individual line items as necessary.
  5. You have these options.

Change quantity information by highlighting a line item and click Edit. Refer to the Editing line items in entry programs topic for details.
Edit lines on the order as necessary by highlighting them in the item browser, and clicking Line Detail to make changes in the Line-item Detail Entry window.
Click Header Detail to make changes in the Header Detail Entry window.
Add line items or insert line items above the highlighted line in the browser.
Refer to Adding line items in Order Confirmation Entry topic for details.
Access Note Entry (SME710) for the customer, item, sales order header or line record specified in the program.
Delete a line item by highlighting it and selecting Delete.
Click Stop Conf to perform a partial confirmation – in other words leave some items unconfirmed, as in a multiple warehouse order – or to interrupt confirmation on a document. Refer to the Stopping confirmation topic for details.
Click Payments if you need to place a deposit on the order or specify a payment. The Deposit/Payment Entry window can also be accessed from the footer.

  1. Click Done to access the footer .
  2. Complete or modify this information.

(Optional) Memo-a memo for the credit memo.

Ship-to-The ship-to code from the document header is displayed. You can modify this field.

Freight code-Options are Prepaid, Collect, Bill Later and A Prepay/Add.

In the Frt Method field, the Document Freight Method (Q/C) for this customer defaults from AR Customer Maintenance and is modifiable based on the Allow Method Change check box on the Invoicing tab of AR Customer Maintenance and is not a back order. Based on the setting, you can select from: Quoted Freight or Calculated Freight.

Unless the Freight Type is prepaid, specify or update freight and handling charges in the Freight $ field. Refer to the Entering Freight and Handling (Sales Orders) topic for details

Disc %-The discount percent (maximum of 100) or dollar discount (maximum equals merchandise total) of the merchandise total.  

Tax code -The tax code assigned to the customer’s ship to file.

Tax rate-If the Charge Tax flag in the Sales Orders Static Control F/M is not set to O-Override, you cannot override the tax code and this field is unavailable. Specify H-to use the high rate, L-to use the low rate, or X-to change tax status of this document to exempt.

Check, ATM, Debit Card, V,M/C, A, D, Coupon-Use this field to pay for the order using a customer’s check, ATM, debit or credit cards.

Other-Use this field to pay for the order with other cash type payment methods.

Cash Terms-Use this field to specify a cash terms code. Specify the cash amount.

A/R Terms-This defaults to the terms code entered in the Terms Code setting for the customer.

  1. Click OK.
  2. Check Print Invoice now to print the invoice  when you complete the footer, or batch print it through Invoice & Credit Memo Print program later. If you choose to print the now, select a printer in the dialog box.
  3. (Optional) Check the Sort by Shipping Whse check box to print invoices in groups by shipping warehouse.
  4. (Optional) Check the Update Now check box to create/update any purchase orders generated by the invoice.
  5. Click OK.
  6. Click Done.