Update Orders
For Sage 300
Update Orders eliminates the time-consuming steps involved in changing details for dozens or hundreds of quotes or incomplete orders in the Sage 300 Order Entry module.
What is Update Orders?
The Update Orders screen lets you select the update action that you want to perform, the items you want to update, and then specify the ranges of orders that need to be updated – or import a list of the orders that you need to process.
You can view and cherry-pick the list of orders, and then click the Process button to complete the operation in a single step. You can display a log of all changes when processing is complete.
Update Orders Features
Change the components of a kit.
Change a bill-of-material.
Change the expected ship date of an item or list of items or all items.
Change the deliver-by date of an item or list of items or all items. (Only available on Sage 300 2012 and higher versions.)
Update prices from a price list or change the price list for an item, list of items, or all items.
Substitute one or more items for other items in multiple orders.
Change customer addresses, affecting many orders, including standing orders.
Put on hold a large number of orders (e.g. for one customer).
- Remove holds from a large number of orders (e.g. for one customer).
- Take completed orders off hold.
- Commit or Uncommit an item or list of items or all items on a set of orders.
- Change the salesperson code on a set of orders
- Reduce the quantity on order to zero for items that are not in stock.
- Update the ship via code or ship via description for a set of orders.
- Update the order reference for a set of orders.
- Change the item location for fulfilling a set of orders.
- Change the terms code.