About Order Wizards

A user can launch the following wizards from a view of the Orders service (from the Actions drop-down):

• Order Cancellation wizard: Creates a cancellation order for an order that has previously been marked as shipped. See Using the Order Cancellation Wizard for details.
   
• Mark-To-Market wizard: Generates foreign currency gain or loss transactions for any shipped, foreign currency order that has not yet been paid. See Using the Mark-To-Market Wizard for details.
   
• Create Order Batch wizard: Batches the General Ledger (GL) entries for the qualifying orders in the view. See Creating General Ledger Batches in the Web Interface or Creating General Ledger Batches in the Desktop Client for details.
  • Since creating batches requires permission to perform accounting processes, the Create Order Batch wizard is only available to users with accounting privileges (i.e., members of the Accounting group in the default Aptify system). If you are not a member of the accounting group, the wizard will not appear in the view's toolbar. If you need access to accounting processes and procedures, see Granting Permissions to Aptify Applications or contact your administrator for assistance.
     
• Invoice Consolidation wizard: Applies a customer/member's order credits to any outstanding order balances. See Using the Invoice Consolidation Wizard for details.
   
• Scheduled Meeting Transfer wizard: Allows a user to easily transfer meeting registrations and payments from one party to another. See Transferring Meetings Between Attendees.
   
• Bulk Write Off wizard: Writes off the remaining balance on orders in a view. See Using the Bulk Write-Off Wizard for details.
   
• New Order wizard: Guides users through the creation of a new Orders record. See Using the New Order Wizard for details.