Selective Item Loading from Sales Order using "Show SO Preview" Configuration
The "Show SO Preview" configuration enables users to selectively load items from a chosen Sales Order into the Sales Bill and Delivery Note screens. When this configuration is enabled, the system displays a preview of Sales Order items, allowing users to review and select only the required items before loading them into the transaction grid.
This enhancement improves flexibility and accuracy, especially in scenarios involving partial billing or delivery.
The purpose of this feature is to:
- Allow users to review Sales Order items before loading them into a transaction.
- Enable selective loading of required items instead of automatically loading all items.
- Support partial billing and delivery processes.
- Reduce errors caused by unnecessary item loading.
Steps to preview the Sales order :
1. Navigate to Tools --> Business configuration --> Enable the config "Show SO Preview".
2. Create a Sales Order.
3. Navigate to Sales --> Sales Bill or Delivery Note screen.
4. Click Load SO.
6. If the "Show SO Preview" configuration is enabled, the system will display a preview window containing the list of items from the selected Sales Order.
7. Review the items displayed in the preview window.
- Select the checkbox against the item.
- Click the Save button.
- The selected items will be loaded into the transaction grid.
Frequently Asked Questions (FAQ)
1) What is the "Show SO Preview" feature?
The "Show SO Preview" feature allows users to review and selectively choose items from a selected Sales Order before loading them into the Sales Bill or Delivery Note transaction grid.
2) Is the "Show SO Preview" configuration mandatory?
No. This configuration is optional. Users can enable or disable it based on their business requirement.
3) What happens if the configuration is disabled?
If the configuration is disabled, all items from the selected Sales Order will be automatically loaded into the transaction grid without displaying the preview window.
4) Does this feature support partial billing or delivery?
Yes. This feature is designed to support partial billing and delivery scenarios by allowing users to load only the required items.
5) Will enabling this feature affect the original Sales Order?
No. This feature only controls how items are loaded into the Sales Bill or Delivery Note screens. The original Sales Order data remains unchanged.
6) Can users load all items even when the preview is enabled?
Yes. Users can select all items in the preview window and load them into the transaction if required.
7) Does this feature improve transaction accuracy?
Yes. By allowing users to review and select items before loading, the feature helps reduce errors and improves overall transaction accuracy.
8) Preview option is not showing after enabling the “Show SO Preview” configuration
If the preview option is not displayed for manually selecting item load even after enabling the “Show SO Preview” configuration, kindly verify whether the “LoadMultiple Sales Orders” configuration is enabled.
If “LoadMultiple Sales Orders” is enabled, the preview screen will not be displayed.
The preview option is applicable only for the single Sales Order load process.
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