Verifying Sales Orders

Overview

Use this job aid to verify sales orders. Performing this job aid recalculates the On Order and Committed boxes for each active line item and component items of "custom" formula/manufactured items. If these two boxes are out of balance, the inventory balance file can be updated. This job aid can be run at any time. You may include it in your periodic (month-end) procedures to ensure that all items have the correct values in the On Order and Committed boxes.

To verify sales orders:

1. From the Toolbar, click INV for Inventory.

2. From the Inventory menu, select Sales Orders.

3. From the Sales Orders menu, select Verify On Order/Committed.

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4. Select Calculate Report, Update Changes to perform the calculation, to print the Inventory On Order/Committed Quantity Adjustment report, and to update the inventory balance file, or select Calculate Report, No Update Or File Changes to perform the calculation and to print the Inventory On Order/Committed Quantity Adjustment report, the file is not updated with this choice.

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5. At the Print Only Items Which Have An Adjustment prompt, click Yes to produce a report that shows,only those inventory items which have an adjustment, or click No to produce a report that shows the entire inventory listing, regardless of adjustments.

6. More selection boxes display that can limit the selection of items. Each box is optional and may be left blank to include items with any value in the specific box.

7. In the Item Type box, type 1 for Service, 2 for Formula, 3 for Manufactured, 4 for Regular, and 5 for Grain Manufactured.

8. In the Include Active Inventory Items Only? box, Y or N.

9. Click OK.

10. At the Are The Search Parameters Correct?, click Yes.

11. In the Printer box, type the number associated to the place you want your report to print.

12. In the Print Type box, type the number associated to the characters per inch to print the report in.

13. In the Pages From and To boxes, type the page number range you want to print the report for. Leave the boxes blank to print all pages.

14. Click OK.

Learn more about Sales Orders feature: