Introduction: Order Update (02-08-16)

Overview

This selection is the final step of Order Processing. Once an order passes through Quick Ship or Order Check-In and the invoice has been printed, this selection is used to update the shipped portion of the order and move it to OP history.

Special Notes

  • If the ‘Automatic Update of Shipped Orders’ preference is set to Y in Order Preferences (02-08-90-01), orders will update automatically when you finish shipping them through Quick Ship or Order Check In. In that case, you do not need to run this selection. If the preference is set to N, you will need to run this selection.
  • This selection creates the DZ and SZ transaction types in the Sales Transaction database, which is then updated through Sales Transactions Update (02-02). These transaction types will appear on the Transaction Audit for the DZ Branch (Pickup Branch) specified through Order Check-In or Quick Ship.
  • This selection also generates back orders for any quantities not shipped. Each time a partially shipped order is updated through this selection, the generation number of the order increments by one (the order number remains the same).
  • If the ‘Carrier Fees’ preference is set to Z or T in Routing Preferences (02-08-90-02), this selection will load the file needed to print on the Carrier Summary.
  • If the preference ‘On Update, Use Inventory Unit Cost?’ is set to Y in Order Preferences, this selection will use the current Unit Cost from the Inventory Master Inq/Maint (03-01) rather than the Unit Cost captured at the time the order was entered. This preference does not modify the Unit Cost of Special Order items, Trade-In Items, Non-inventory Product type items, or Package headers. Additionally, the Unit Cost will not be modified for detail lines where the cost was established in Service Dept. Automation or Serial Number Tracking.
  • The Cash Drawer Report selection (02-17) in Sales Transactions will search Order Processing for any order with a status of ‘5’ and include those orders on the Cash Drawer Report, even if Order Update has not been run.
  • The Sales Transactions Audit (02-03) searches Order Processing for any orders with a status of ‘2’, ‘4’, or ‘5’ that also have the entered audit branch and audit date. If it finds orders that meet these criteria and the ‘Allow Audit/Update of Orders w/Status of 2,4’ is set to N, the Audit will print, but the status of the transaction day will not change until all of those orders are updated through this selection.
  • Orders with a status ‘X’ or ‘Z’ remain in the OP History files for inquiry purposes until they are purged.
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