Complete Buttons

Owned by Diane Partridge
Last updated: Nov 22, 2017
1 min read

Below are some points on Save and Complete or Complete buttons to give you a better understanding.

  • The 'COMPLETE''/COMPLETE Buttons - Once a transaction has been entered you can Click on 'Save and Complete' or Complete' to ship and invoice the order in full.
  • The 'Complete/'Complete' buttons creates a transcation called 'sales Shipment'  (SALSHP) and a Sales Invoice (SALINV) for a full order.  
  • The 'Complete'/'Complete' buttons (ships and invoices) the order in full.
  • The 'Complete'/'Complete' button prompts you for a Tender to Complete the transaction. If the tender is already set on the Customers Card then you will not get prompted for a tendertype.
  • Then click on OK
  • The status on a transactions once the Complete button has been action is 'Posted'.

Example of using the 'SAVE & SHIP Button.

Entering a Sales Order

  1. Click on Relationships
  2. Click on Sales
  3. Click on Sales Orders
  4. Click on New
  5. Enter or change the date
  6. Select a Customer Card ID
  7. Enter a Customer Order 
  8. Enter/select a Product
  9. Enter a quantity
  10. You can change the price if need be
  11. Click On 'COMPLETE' OR 'COMPLETE'. At this point a SALSHP and SALNV is generated.