Quantum VS Help: File Maintenance

Bulk Despatch Confirmation

The Bulk Despatch Confirmation process enables the bulk Confirmation of multiple Despatch Notes so that Sales Invoices can then be raised against them, rather than having to manually confirm individual Despatch Notes.

To run the Bulk Despatch Confirmation process:

1. Either:

From the Home tab: under links, select Processes.

Or: From the Toolbar - Main Menu: select Tools > Show Processes.
OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.

The Processes record opens in a new tab, listing all Processes by Name and Category.

2. Use your mouse or [Tab] key to select the Bulk Despatch Confirmation process:

3. Select process options in the available fields as required, using the following as a guide:

Note: You may use your [Tab] key to move from one field to the next.

Field

Definition

Sequence

Select Order if you wish to select Despatch Notes based on the Despatch Note number. Select Account if you wish to select Despatch Notes based on the Customer Account numbers they relate to.

From / To

Depending on whether you selected Order or Account above, select the range on which the report will be run by entering the first and last Despatch Note/Account numbers in the sequence.

Either type in the Despatch Note or Account number, or select it from the Finder. See: Finding Despatch Notes; Finding Customers.

Note: You may place your cursor within the field then click [F3] to bring up the context-sensitive Finder.

If you enter nothing in the From / To fields, the report will be run on your whole Despatch Note/Account list.

From / To Date (or Delivery Date)

The fields which display depend on whether or not Optional Enhancement - Price Book 055 is active. If this Optional Enhancement is:

Enabled: the Delivery Date field displays (as in the image above). The date entered in this field will be entered as the Delivery Date (or Tax Point Date) on the relevant Despatch Notes when the process is run.
Not enabled: the From Date and To Date fields display. Entering dates in one or both of these fields means that Despatch Notes will be confirmed with dates from and/or up to this date when the process is run.

4. Click Start on the Toolbar - Sub Menu to begin running the process.

5. When the process has finished running, a Status message will be shown. Click OK to close this message. You may now close the Processes tab if you wish.

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