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Sales Order: Order Preparation Listing

Order Preparation Listing

Order Preparation Listing

This window is a general window for order preparation history. It is used for Sales Orders, Jobs, Purchase Orders and Work Orders.

When you add ordinary parts to an Order or change quantities or delivery due dates for them, stock (inventory) history is normally recorded. System Preferences settings can be used to prevent the creation of these order preparation records. Any automatically created stock history will contain a document reference that identifies it to the Order associated with it. When you Review Preparation History you gain access to a list of inventory history records associated with the selected Order. Quotations, Estimates, Request For Quotations do not have Order preparation records maintained. Nor do non-part items or Non-stock type parts.

First, you must select the Order of interest, which may only exist in history. This is done in the Order Selection window.

Tip TIP: You can setup the optPOPrepDateChange, optSOPrepDateChange and optWOPrepDateChange system-level option in Settings Maintenance. If set to 1, these options will record due date changes in PO, SO, Job and WO preparation history so that there is an audit trail of date changes. In the case of WOs, the completion date is the date recorded.

Quantities are always in Stock UoM.



Movement List

Lists all inventory movements associated with the selected Order.


Identifies the Order you have selected.

Preparation Movement Types

Provides an index to the Movement Types that may be included in the listing above.



Select Another Order

To build a new list for another order. This button will open the Order Selection window.

Print List

To print a report of the listed movements. Right-click to change the report destination.

See also: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 09:30:00.00. Class wOrdPrepList last modified 10 Oct 2017 11:48:28.

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