Open sales order
In Made2Manage, you must change the status of a sales order that is in the Started, On Hold, or Awaiting Approval status to Open before you can work with it. A sales order typically remains in the Open status until all its items are shipped.
Note: When a credit card immediate sale or pre-authorization transaction is processed for a sales order, the status of the sales order is automatically set to Open.
To open sales order:
Note: You cannot change the sales order status for an inactive customer. If attempted, the error message “Cannot Change Status. Customer is INACTIVE.” is displayed.
- Select the sales order
- On the toolbar, click Status.
The Sales Order Change Status (SOCHNG) window appears. - In the Reason field, type any notes, if required.
- From the status dropdown at the top-right side of the window, select Open.
Refer to Submit a quotation or sales order for approval - To print the sales order, select the Print Order Acknowledgment checkbox.
- Click OK.