When working with Sage 200, you may come across situations where you need to handle ## Sales Orders. This guide will provide you with clear and straightforward instructions to manage these orders and ensure your workflow remains efficient.
Please note: This guidance is specifically for Sales Orders and does not apply to Purchase Orders.
While Sales Orders are being worked on, a TBA (To Be Assigned) order number is displayed on the screen until the order is saved and a valid order number is assigned. In Sage and the underlying database, these orders are identified by a Document Number that begins with ##.
Exercise caution when handling ## orders, as they may include live orders that users are actively inputting but haven't saved yet. You might encounter these orders when running reports, such as Sales Order Allocations Not Despatched.
How to deal with ## Sales Orders:
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Start by clearing any disconnected logins. Navigate to User Login Status via Accounting System Manager > System Utilities. Alternatively, access it by clicking the Tools menu (cog icon in the top right-hand corner of Sage 200).
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From the menu, navigate to Sales Order Processing > Enquiries > Sales Document Status. If you can't see this option in the menu, request your Sage administrator to grant you access.
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The Sales Document Status workspace will appear as shown below and a temporary order will be at the top of the list.
- If the ## order isn't in the default list, use the filter by entering ## in the Document No field. This filter will display all temporary orders currently in the system, including those being actively entered but not yet saved.
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- Select the correct order and click Amend Details.
- You can either save the order, which will then appear in the Sales Orders List with a valid order number, allowing you to proceed as usual. Alternatively, click Close to remove the order and clear any allocated stock.
