Confirm sales orders

This procedure demonstrates how to confirm sales orders. You'll be shown how to confirm a single order, and how to confirm multiple orders at once. These tasks would typically be carried out by a sales order processor.

Confirm a single sales order

1. Go to Sales and marketing > Sales orders > All sales orders.
2. In the list, find and select the order that you want to confirm.
3. Select the link on the sales order number to open the selected order.
4. On the Action Pane, select Sell.
5. Select Confirm sales order.
6. Expand the Parameters section. Make sure that the Posting option is set to Yes.
7. Set the Print confirmation option to Yes. The Check credit limit field specifies the method that's used to calculate a customer's remaining credit. By default, it's copied from the Credit and collections parameters page. If you want to skip the credit limit check when confirming a specific sales order, set the Check credit limit to None. However, even when this field is set to None, the credit limit check will still be performed if the Mandatory credit limit option is selected on the customer master data.
8. Select OK.
9. Select Yes.
10. Close the page.
11. On the Action Pane, select Options.
12. Select Change view.
13. Select Header view. When an order is confirmed, the Document status is set to Confirmation.
14. On the Action Pane, select Sell.
15. Select Sales order confirmation.
16. Close the page.

Confirm multiple sales orders at once

1. Go to Sales and marketing > Sales orders > Order confirmation > Confirm sales order.
2. Select Select.
3. In the list on the Range tab, find and select the record that references the Customer account field.
4. In the Criteria field, find and select the customer account that has multiple orders to confirm.
5. Select OK.
   • The Overview tab displays a list of the orders that match the query criteria. These orders will be included in the confirmation.
   • The Summary update for field in the Parameters section specifies the parameter by which multiple orders are to be summarized into one confirmation document. By default, the option is copied from the Default values for summary update setting on the Accounts receivable parameters page.
6. In the Summary update for field, select Order. The minimum parameters that are required to create summary updates are Invoice account and Currency. This requirement means that summary updates that have different invoice accounts and different currencies aren't allowed. You can set up other parameters on the Summary update parameters page, which is accessible from the Accounts receivable parameters page.
7. In the Sales order field, select the order number that you want to be the summary order.
8. Select Arrange.
9. Select OK.
10. Select OK.