How To: Move Sales Orders from Specific Countries or Postcodes into a Manual Hold Sub-stage

Using Invoice Rules it is possible to move sales orders that are from a specific country or postcode area into a Manual Hold sub-stage. This allows users to review the orders and then deal with them appropriately.

Once setup please test that these rules work as you require.

Create a Manual Hold substage

To create a Manual Hold substage:

  1. Open a Sales Invoice Manager screen (show me how).
  2. Focus on the Manual Hold stage name.
  3. Right click and select Add SubStage.
  4. Enter the name for the new sub stage in the popup, for example Country Check?, and click on OK.
  5. Close and re-open the Sales Invoice Manager to see the changes.

Moving all sales orders with specified country and/or postcodes

The system can automatically move sales orders to a stage within Manual Hold when it meets the specified postcode or country criteria.

  1. Open a Sales Invoice Manager screen (show me how).
  2. Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the green circle with a white cross icon at the top of the button bar.
  3. Select Edit Invoice Rules...
  4. In the Invoice Rules dialog click on the Terms Enforcement tab.
  5. You can select to define the rule against the delivery and/or invoice address by ticking the relevant option:
    • Hold an order when delivery postcode is among
    • Hold an order when invoice postcode is among checkboxes as required.
  6. Click on the Postcodes button in Invoice Rules button for the delivery or invoice line you have previously selected.
  7. Click on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right button.
  8. Tick the Enabled checkbox.
  9. Add the criteria as required:
    1. In the Country column F4 and locate the country, and/or
    2. Enter the postcodes into the adjacent field, see Configuring Postcodes for the format.
  10. Click Close to return to the Terms Enforcement dialog.
  11. Select the Manual Hold stage that the orders are to move to when they meet the criteria you have defined.
  12. Click on OK.

See Also

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