Partial finishing of orders

How to do partial finishing of orders

If you want to finish the whole order (the rest of it), position the cursor in the order head and run the Ferdigmeld processing.

You can only part deliver normal orders (i.e. only parts of an order are finished). When you save orders as realised orders and invoice direct orders and cash orders, the required quantity is reserved regardless of availability (if necessary a new shipment is produced with a negative stock level). This also occurs when saving Realised orders, but in this instance you cannot print various documents.

If you do not want to finish the whole order, this is what you do:

To finish the order line/reservation in its entirety, select the line and use the menu item or the button for finishing.
If you want the order line to be partially finished, so that some remains outstanding, enter the relevant quantity to be finished in the Finish NOW field.
You can also perform finishing for one or more pick lists in the Plukkliste table.

When you use the Finished menu item, this field is set equal to the invoiceable outstanding quantity unless a special function has been set in the order line. This value will be entered in the Ferdigmeldt field and deducted from the Antall and Rest fields. When you have done this for all the relevant order lines, save the edits. Visma Business processes the finishing and makes reservations (if no pick list has been printed and reservations thus made already).

If you want to remove remaining quantities after partial finishing, you can do as follows:

Select Processing/Behandlingsmåte in the menu bar.
In the dialog box under the "Editing" tab you will find a check box in which you can select Ta bort rest ved utfylling av "Ferdig NÅ". This also prevents anything being left over after the finishing has been saved. You are allowed to finish a negative quantity if you have selected Ta bort rest ved utfylling av "Ferdig NÅ" under Processing/Behandlingsmåte/Editing. This causes the total quantity to be reduced. If you want to withdraw the quantity and keep it for a later interim delivery, you must deselect Ta bort rest ved utfylling av "Ferdig NÅ", otherwise the quantity will be reset to zero.

The Finished field in the order and reservation lines is updated. At the same time the order status is changed and now shows that the order is finished and ready for invoice, packing slip and consignment note. This presupposes that the order has not been exempted from any of these printouts in the Exempt from processing/printing field.

Merk: The Antall field only shows the quantity outstanding, i.e. the quantity that has not been finished. When the whole order is finished, there is a 0 (zero) in the field. You must not change the value in this field, because a new value will then be added to the original order quantity. The Totalt antall field displays the original order quantity, i.e. the sum of the finished quantity and invoiceable outstanding quantity.