How To: Edit Process Path

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  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 The green circle with a white cross icon on the button bar opens the "Other Actions" menu 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. In the Stages dialog make the appropriate changes (see information below).
  5. Click on OK. You maybe prompted to close and reopen the Sales Invoice screen.

Sales Invoice, Edit Process Path Dialog box

Orders

  • Moving stages - To change the order of the stages, drag-and-drop the panels that surround each stage description until they appear in the desired order.
    Note: the Issue, Future and Manual Hold stages cannot be moved.
  • Enabled -
    • BtnTriStYesXP.jpg TICKED: the stage will be available for use. i.e. If the user processes an Order by 'Move Next' it will move into the next Enabled stage.
    • BtnTriStNoXP.jpg UNTICKED: the stage will NOT be available for use in the regular processes path. The stage will be displayed in Italics and if the user processes an Order by 'Move Next' it will NOT be moved into a disabled stage.
  • Allow Edit -
    • BtnTriStYesXP.jpg TICKED: the sales orders in that stage can be edited.
    • BtnTriStNoXP.jpg UNTICKED: the sales orders in that stage can NOT be edited.
      Note: you may not want orders to be editable after they have been picked and/or packed.
  • Show BO -
    • BtnTriStYesXP.jpg TICKED: the sales orders in that stage which do not have stock fully assigned will be visible in the [Back Order (Stock Assignment)|[ Sales Invoice | Stock Assignment ]]] tab and the [ Sales Invoice | Purchase Ordering ] tab. When a delivery of goods is made, the system will automatically assign stock to the sales orders that occupy a stage with this option BtnTriStYesXP.jpg ticked.
    • BtnTriStNoXP.jpg UNTICKED: the sales orders in that stage that do not have stock fully assigned will not be visible in the [ Sales Invoice | Stock Assignment ] tab and the [ Sales Invoice | Purchase Ordering ] tab. When a delivery of goods is made, the system will not automatically assign stock to the sales orders that occupy a stage with this option BtnTriStNoXP.jpg unticked.
  • Process Rules - User
    • BtnTriStYesXP.jpg TICKED: any Invoice Rules that are user defined will be applied to orders within that stage.
    • BtnTriStNoXP.jpg UNTICKED: any Invoice Rules that are user defined will NOT be applied to orders within that stage.
  • Process Rules - System
    • BtnTriStYesXP.jpg TICKED: any Invoice Rules that are system defined will be applied to orders within that stage.
    • BtnTriStNoXP.jpg UNTICKED: any Invoice Rules that are system defined will NOT be applied to orders within that stage.
WARNING icon
WARNING: Process Rules are applied each time the Sales Invoice manager is loaded. Careful consideration needs to be given to which of the Sales Invoice stages the rules will be applied.


Return Stages

  • Moving stages - drag and drop the stages to move them in the process according to your business returns policy.
  • Move Stock on Issue -
    • BtnTriStYesXP.jpg TICKED: stock will be moved once the return has been 'Issued'. This is generally used for companies who prefer to send replacement goods out prior to receiving the returned goods. On the return itself the 'Move Stock on Process' checkbox will be unticked.
    • BtnTriStNoXP.jpg UNTICKED: stock will be moved when the return is 'Processed'. This is generally used for companies who prefer the returned goods to have been received before sending the replacement goods out. On the return itself the 'Move Stock on Process' checkbox will be ticked.
      Note: the above functionality can be changed for specific orders by either checking or unchecking the 'Move Stock on Process' checkbox on the Return.

Misc Options

  • Orders must be Shipped: also known as "Enforce Shipping". The system will not allow any orders to move the past the Shipping stage without being shipped.
  • Orders must be Packed: If ticked then all items on an order must be completely packed in at least one box. An order that is not fully packed cannot move beyond the Packing Stage.
  • Invoicing orders must be printed: also known as "Enforce Invoicing". The system will not allow any orders to move the past the Invoicing stage by use of the Move Next function without first printing the Invoice.
    Note: this option does not stop users from dragging and dropping an order past the Invoice stage.
  • Pick Sheet Must be Printed: if ticked, then the Pick Sheet must be printed before the system will allow orders to move past the picking stage.
  • Pick Sheet Combined Must be Printed: if ticked, then the Pick Sheet (Combined) must be printed before the system will allow orders to move past the picking stage.
  • Manual releases stay released: if ticked, then manually released orders will not be put back into the futures stage they were released from when the system or user rules are re-applied.


See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team