How To: Restrict which Stages are automatically populated in the Sales Invoice Manager

It is possible to define which stages should be automatically populated when the Sales Invoice Manager is opened. If a stage is not automatically populated, then the Go button in the Top Filters will refresh the screen and populate the grid with orders for that stage. The stages will still have the number of orders in that stage in square brackets so you can see how many will be there if you populate the grid without using any of the filters. This is useful if you have lots of sales orders that would slow the system down if they were all automatically displayed in the grid.

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 Process Path" from the Other Actions menu to display the Stages dialog.
4. For the option Auto Open:
   1. the stages that you wish to be automatically populated.
   2. the stages that you don't want to be automatically populated with orders. Users will need to press the Go button if they want to see the invoices in that stage.
5. Click on OK. You will need to close and reopen the Sales Invoice Manager screen to see the changes.

See Also

• Sales Invoice screen