August 1, 2018 at 12:33 pm #27700
How do I quickly tell if/when I have acknowledged/shipped/invoiced an order?
August 1, 2018 at 12:36 pm #27703
You may view the entire history of an order without ever leaving the PO, ASN, invoice, or other related document you’re currently working on.
First, locate the PO number. The following icon should be next to it:
This is your history button. Click on the icon to open a pop-up window similar to the one below.
This screenshot displays the document history of a Home Depot order for store #5087. In the first column to the left, you will see there are three related documents for this order: a shipment (ASN), an invoice, and of course the order itself.
The status of the order indicates it has been fully shipped, with an open invoice. To the right, you will notice the PO has a time stamp of 3/10/18 at precisely 10:15 in the morning. That is when it was first loaded into Lingo. An ASN was created later that same day (Shipment ID # 3032). Clicking on that # will open the document in the other window, if needed. To the right, you will see that the ASN was transmitted on 4/06. Finally, Invoice # SP4173SS was created from Shipment # 3032 at the same time the ASN was transmitted. The invoice, as you can see, has not yet been transmitted but is currently on hold in the outbox.
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