New - Enter a New Order
Orders are used to send Stock to Customers, Transfer Stock within the current Warehouse, Transfer Stock to a Warehouse in a different location this will create the outgoing Stock Movements before re-landing (receipting) the Goods again on a Pre-Advice when you need to correct any Stock issues that occurred during their original landing.
It can also create Customs Duty Payments if required.
To Create a New Sales Order, Navigate to the Goods Out menu within the Main Vision Warehousing menu bar, then click on the New button. You will then be presented with the Sales Order screen.
To View and Edit existing Sales Orders, search within the Orders section of the Navigation Panel.
Type M orders are only designed for EDI entry due to the validation requirement, however, modification of the orders can be performed via the application interface.
The only way to remove existing Stock from your system is via the Goods Outwards Process on a Sales or Transfer Order, ensuring Stock is only moved according to HMRC regulations.
This is regardless of whether the stock will be sent out of the Warehouse, transferred between Customers in the same Warehouse, re-landed to correct Product and Stock attributes, or even destroyed.
Further Details
Further, more detailed information is available which can be accessed through Creating an Order to remove stock from the warehouse which contains the following pages:
Held - Orders held awaiting further input.
This screen will show all the Orders that are on Hold.
Each of these tabs corresponds to a different held reason
Double click on a row to open the Order on the screen where you can rectify any issues to take them off hold.
Orders show in bold until they have been opened on this screen.
If the On Hold Reason is regarding Customs Duty and you do not think the Order should be trying to pay Customs Duty, please check whether the Pay Customs Duty field on the Order Options tab on the Order is set.
Email functionality to send an email to the customer/transporter/Deferment Owner(s) about an order being on hold.
Once the email has been sent you will get the icon in the email column for each customer/transporter/Deferment Owner(s) where it will show who generated the email and when it was sent.
Return address can be specified in Site Maintenance (Order held email from)
Held Order Reason Description
We use colours to distinguish different reasons for items being held, and those reasons are grouped into specific tabs within the main held order page.
However some fields will show the background colour code to indicate a hold reason.
A full list of the held reasons can be found in the expand section below
 | Credit Limit - The Order has failed a Credit Limit Check. |
 | Customer Frozen - Customer is Frozen in your Company's accounts package. |
 | DefermentOnHold - The Deferment account used with the Order has been Held |
 | StockClearance - Order is clearing more than 50% of the sending Customer account's Stock. |
 | ReceivingUBInfoMissing - Awaiting Underbond Consignee information. |
 | ReceivingUBTransInfoMissing - Awaiting Underbond Transport information. |
 | BrakingCases - Breaking Cases to obtain Bottles requires authorisation. |
 | DeliveryDatesFrpmVDNotAvailable - The Order has been placed on hold because Delivery dates in VD are not yet available. |
 | HVProduct - Failed the High-Value Product check. |
 | ManufacturedQtyTolerance - Ordered vs Manufactured quantity tolerance warning. |
 | PickDateInsufficientTime - The Order cannot be Picked in time for the booked/collection date provided. |
  | ReserveAuthorisation - Awaiting Reserve Account release authorisation.
|
 | DestinationNotFCApproved - Destination Warehouse is not approved for Stock, not in Free Circulation. |
 | InsufficientStock - Insufficient stock for line(s) on this order. Click the Avail button next to the issue line on your Order for more details. |
 | ProductAttibutes - Source and Destination Product Attributes do not match. |
 | ReceivingCustomerFreeCirculation - Customer is not set up to store non-Free Circulation Stock. |
 | ReceivingCustomerInfo - Awaiting Receipt details for the Receiving Customer. |
 | ReceivingCustomerProductTypes - Receiving Customer is not permitted to use this Product Type. |
 | UserHeld - User clicked the Save and Hold button on the Order. |
 | Held by VCIS - Order has been placed On Hold by a User on VCIS.
|
HV Release - releasing orders for picking which are high value
This is an optional additional module, if activated the items may end up in this area if the product groups is set to be a product group of HIGH VALUE
If an order has been placed for a Product that is in a “High Value” product group it will need authorisation before it is available for Picking.
HV Awaiting Authorising
This tab is used to view and Authorise any orders that are on Hold for HV Product
You must have the correct permission to Authorise HV Release
When clicking on the Authorise button a pop message will list any reasons why the High-Value Order(s) cannot be processed.
Any Orders that are successfully processed will be removed from the results on this screen.
You cannot make changes to the fields on the form only search and authorise.
Authorised HV Orders
This tab is used to show High-Value Orders that have already been successfully Authorised
You Must enter the Customer, Site Code, Order Date, Authorised By and Authorised On
Order Date, Authorised By and Authorised on will default to the username of the person currently logged in and Name and Dates will default to today's date.
In the list of the Orders that are on hold for HV, you will see a '+' symbol. Click this to see the Product Lines that are on the currently highlighted Order.
HV Group Maintenance
This tab on the form allows you to maintain which items are in a product group, and you can search for specific products based on a number of criteria and then set them into a HV group or remove them from the group.