Order Completion Process

The process of completing orders via Sales Order Entry (also known as single-ticket completion) is described below.

1. Click on the Arrow at the Completion Type field. A list of available order types appears. For example, if both parts of a split-ticket order have had tickets printed, both appear as options for completion. See the Completion Type field in the Enter a Sales Order routine for more detailed information. Note that if part of a split ticket order is a Take With, the Completion Type field is set to Take With and cannot be edited.

2. Select an order type. If you do not want to complete the order at this time, select Do Not Complete.

3. To begin the completion process, select Save.  

4. If an open amount due exists for this order, the Payment Summary Window displays. Enter any payments received.

5. The Completion Date Entry screen displays. In the Completion Date field, enter the date of completion for this order.

6. The Document Detail screen displays. (If paying by cash, the Amount Tendered Window appears first.) Select a line item at the Product field to access the Inventory Selection Screen.

7. Use the Inventory Selection Screen to select another piece (by serial/reference number) and/or modify the storage location. This step is necessary only if the serial tracking and/or location tracking settings are active for the product and/or location.

8. When you exit the Inventory Selection Screen, you return to the Document Detail Screen. When you exit the Document Detail Screen, a pop-up screen appears indicating the document has been completed. Click OK to return to Enter a Sales Order where you can process another order.

The status of partially completed delivery and pickup orders is determined by the Status After Partial Completion fields on the Logistics page of Point of Sale Control Settings.

When an order is partially completed for a pickup or there are remaining pickup lines on the sales order, the Initial Entry Default Status - Pickup field on the Logistics tab of Point of Sale Control Settings is used, except when this setting is set to Scheduled. In this case, the Pickup Status is set to Estimated.

Completing Direct Ship Orders

• If only a portion of a direct-ship order has been delivered, you can partially complete the order and leave the undelivered portion open. Before using the completion process, you need to un-schedule the item or items not delivered by changing the Ship Quantity to zero (0) via Additional Line Item Details. Then when you complete the order, only the delivered items are completed. This leaves the unscheduled items on an open portion of the order.

• You cannot complete direct-ship orders that contain a linked PO on hold. For split-ticket orders containing direct-ship items, you cannot complete the direct-ship items if any one of them contains a linked PO on hold.  

• Once you complete the direct-ship portion of a sale, the system creates an AP bill for the direct ship PO and marks it as closed.

 To complete an order, you must have security clearance for the selected order type via the Create a User/Group Actions - Sales Security settings.

If completing an order at a WMS location, this field is active only if the log-on user has access via the Adjust inventory for locations when WMS is active field in Create a User/Group Actions - Logistics Security settings.

Before releasing an order for completion, the system checks that the following are true:

      - A scheduled delivery/pickup date exists on the order.

     -  Merchandise is reserved to the order.

      - No credit holds exist for the transaction.

      - A delivery/pickup ticket has been printed or a pick list printed and a pack list processed.

STORIS supports Remote Order Completion.