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Sale runs allow you to reproduce sale shipments/invoices for customers on a regular basis. This is ideally suited to fixed non-stock charges like service fees, monthly backup fees etc.The process creates sale shipments not sale orders, so it does not suit cases where stock needs to be back-ordered regularly.
A Sales run can be modified at any time as long as it is before it runs.
If you should add more products to an existing sale run, you will need to re-extract the same sale run set in order for the additional products to be added to the customers.
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| Info |
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Two new fields added to the Sales Run Header
Last Run for = is the last date the sales run ran for based upon the settings on the General tab.
This field works off the field =Recur From and all the other settings on the General Tab on the Sales Run. The Recue Recur from date cannot be left blank.
If you leave this field blank the salesrun will fail.
Eg a Sales run, that has been set up to Recur from 20/1/2017 but it's to run every 12 months and the last run was 20/01/2021 then the last run for = 20/01/2021. Last Run Actual = is the date the sales run actually ran
Works off the settings on the General tab and looks at what the Weekend Handling is set to
The field Recur Period must have a value other than 0. |
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| Note |
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A sales run type = Once Off is exactly what it states.
It will not have any recurrence rules and will only be run when required.
It will be maintained manually and the invoices will be generated manually.
You can extract customers and use a run set template.
You can also modify the Sale Run and add customers manually and make changes to the products on all customers or a customer. |
System Reference
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If you wish to Generate a posted Shipment and not create the Invoice you can do so by following the steps below.
Mainly will be used when you want to give the customer multiple shipments but one Invoice Set the card.invoicemode to be Batch Invoice
Set the system reference 'SALERUN-ONLY-SHIPMENT'
Value = False
Invoice Mode = True
Result = only the shipment will be created and posted (no invoice). System Reference Value = False
Customer Invoice Mode = Manual and not Batch Invoice
Result = Shipment and posted inv oice
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Setting up Sales Run Type = Once OFF
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