Dealing with crashed sales orders

Overview

Please note - The following guidance is for Sales Orders only, the same process cannot be used for Purchase Orders.

When Sales Orders are in progress a TBA order number can be seen on screen until the order is saved and a genuine order number assigned.

These are shown elsewhere in Sage and within the underlying database with a Document Number that begins ##.

Caution needs to be taken when dealing with ## orders as there could be genuine live orders listed which users are currently entering and have yet to save. These orders can be seen when running reports such as Sales Order Allocations Not Despatched.

Dealing with crashed ## Sales Orders

Before you start, clear any disconnected logins. Navigate to User Login Status which can be found in Accounting System Manager > System Utilities or by clicking on the Tools menu (cog icon in the top right-hand corner of the Sage 200 program).

From the menu navigate to Sales Order Processing > Enquiries > Sales Document Status.

If you do not see this on the menu have your Sage administrator grant this to you.

The Sales Document Status workspace will look something like this upon launch.

As can be seen above, a temporary order has appeared at the top of the list.

If the “##” order is not appearing in the list of orders by default, you can filter the list by typing “##” into the Document No field as follows:

This will return all temporary orders that are currently on the system. As mentioned previously, any orders that are currently being entered which have not been saved will also appear.

Select the correct order and click on Amend Details.

Your order will open. You can either save the order that will appear in the Sales Orders List with a valid order number which you can progress as normal or click on Close to remove the order and clear any allocated stock.