The open sales order screen is available through the menu: Produmex > Sales > Open sales orders.

On this screen open sales orders for the selected warehouse are listed. Only sales orders that meet the criteria set on the Open Sales Orders Controller are displayed.

Header
Warehouse:
Select a warehouse from the dropdown list. Sales orders linked to the selected warehouse will be displayed on the grid. Only warehouses managed by Produmex can be selected.

Dock:
Define the loading dock of the proposal(s) by selecting a location from the dropdown list. Every loading dock and location that can be the destination of picking from the warehouse can be selected.

Grid
Document type:
The document type. Possible values are: Sales order, A/R reserve invoice.

Sales doc.:
The document number.

Card Code:
The Card Code of the customer.

Card name:
The name of the customer.

Ship To Code:
The ship-to code copied from the sales document.

Address:
The ship-to address.

Due date:
The due date of the sales document. If the due date is the current date, it is marked with bold letters.

Shipping type:
The shipping type.

Preferred vendor(s):
The code of the preferred vendor.

Customer ref. no.:
The customer reference number copied from the sales document.

Zone type(s):
The zone type.

Open quantity:
The quantity of the sales order that still has to be shipped.

Open volume:
The open volume is calculated based on the open quantity.

Open weight:
The open weight is calculated based on the open quantity.

Open price:
The price of the goods that still has to be shipped.

Total quantity:
The total ordered quantity.

#unique items:
The number of items in the sales order.

Total volume:
The total volume is calculated based on the total ordered quantity.

Total weight:
The total weight is calculated based on the total ordered quantity.

Total price:
The total price of the sales order.

Click on the ‘Ok’ or the ‘Cancel’ button to close the screen without making any adjustment. Click on the icon on the Menu Bar to refresh the screen.

Press the ‘Generate pick list proposal’ button to create pick list proposal(s) for the open lines of the selected order(s). The generated pick list proposal will open up. When more than one pick list proposal is created, the ‘Generated pick list proposals’ screen will open up.

When no proposal or only a partial proposal was created for at least one of the selected sales orders, the ‘No proposals made for sales documents’ screen will be shown too.

Pick list proposal:
The document number of the generated pick list proposal.

Address:
The ship- to address.

Card Code:
The card code of the customer.

Card Name:
The card name of the customer.

Click on the ‘Ok’ button or the ‘Cancel’ button to close the screen.
Click on the ‘Close proposal’ button to close the selected pick list proposal(s).
Click on the ‘Generate pick list’ button to generate pick list from the selected pick list proposal(s).

When the system cannot create a proposal for a sales order or sales invoice, it is listed on the ‘No proposals made for sales documents’ section.

• DocEntry: Link to the base document.
• DocNr: The number of the base document.
• Object Type: The type of the base document.
• Customer Name: The name of the customer linked to the base document.

When the system cannot allocate full stock for a sales order or sales invoice, it is listed on the ‘Partial proposals made’ section.

• DocEntry: Link to the base document.
• DocNr: The number of the base document.
• LineNr: The line number of the line in the base document.
• Customer Name: The name of the customer linked to the base document.
• ItemCode: The code of the item on the line.
• Linequantity: The quantity ordered from the item on the base document.
• Locked quantity: The quantity locked for the pick list proposal.