Using the Standing Order Fulfillment Wizard

Follow these steps to use the wizard to fulfill multiple standing orders in one operation:

  1. Create or open a view of the Standing Orders service that contains the records you want to evaluate for fulfillment.
  2. Select one or more records in the view, if necessary.
    1. By default, the wizard fulfills all records in the view. To fulfill only a portion of the records in the view, select the row or rows to fulfill.
  3. Click the Standing Order Fulfillment Wizard... icon in the view toolbar to launch the wizard.

  4. Select whether to fulfill all standing orders in the view or only the standing orders that you selected before launching the wizard.

  5. Click Next to continue.
  6. Enter the order date for the orders that will be generated by the wizard, if different from today's date. Click Next to continue.
  7. Click Finish to complete the wizard.
  8. When prompted, click OK to begin the standing order fulfillment process.
    • The wizard automatically creates one or more Orders records for the standing orders that qualify for fulfillment. Note that these orders have an Order Status of Taken. Also, note that an inactive or expired standing order cannot be fulfilled.
  9. Click OK when prompted that the fulfillment process is complete.
  10. Create a view of the Orders service to review the orders that were automatically generated by the wizard.
    • If an order does not require a physical shipment, you can ship the order immediately. If the order requires a physical shipment, it should be marked as shipped at a later time after the shipment has been sent out.
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